Kratos Defense & Security Solutions.
U.S. military contractor
- Reports this week
- 2
- Active events
- 1
- Connections
- 136
What's happening
Earlier this month
-
Ondas, Kratos, and AeroVironment are identified as drone-focused defense suppliers held in the JEDI ETF.Some support1 report
-
Kratos Defense & Security Solutions filed a shelf registration statement with the SEC, with Robert W. Baird & Co. and RBC Capital Markets acting as joint book-running managers.Speculative2 reports
-
Jim Cramer discussed potential benefits of Trump tariffs for AI stocks and compared Costco's pricing to Walmart's.Well supported14 reports3 developments inside
One to three months ago
-
Kratos Defense & Security Solutions and AeroVironment are competing in the high-energy laser market.Some support2 reports
-
Carpenter Technology Corporation and Kratos Defense & Security Solutions are companies that manufacture specialty metals in Europe.Some support2 reports
-
Kratos Defense & Security Solutions secured contracts and tested defense systems for the U.S. Army and Missile Defense Agency.Some support1 report1 development inside
-
Kratos Defense & Security Solutions awarded a $20M contract for mobile SATCOM gateways from a defense customer in Asia.Some support1 report
-
Executive Mosaic utilizes Kratos Defense & Security Solutions for spectral services.Some support1 report
-
Defense spending is shifting toward satellite networks, involving Kratos Defense & Security Solutions, Rocket Lab, and BlackSky.Some support1 report2 developments inside
-
Kratos Defense & Security Solutions stock was listed on the Nasdaq exchange on August 19, 2026.Some support4 reports
-
Phil Carrai started his career at Alcoa while the company was competing for $17.5 billion in government program funding.Some support1 report
-
Kratos Defense and Northrop Grumman participated in an integrated test team demonstration on August 19, showcasing the successful integration of Valkyrie CCA technology.Some support1 report
-
GE Aerospace and Kratos Defense are expanding manufacturing operations for the GEK family of turbojet engines.Well supported4 reports1 development inside
-
Kratos and Airbus are leveraging their partnership to target the German market with their joint efforts.Some support2 reports
-
Rangeview Inc., based in El Segundo, is solidifying its supply chain for Kratos Defense & Security Solutions' jet engines.Some support1 report
Gone quiet
No new reports in 90+ days-
Cramer recommended buying Kratos Defense & Security Solutions stock on July 14, 2026.Some support1 report
-
Amundi and Royal Bank of Canada acquired new stakes in Kratos Defense & Security Solutions.Some support1 report
-
Royal Bank of Canada increased its stake in Kratos Defense & Security Solutions.Some support2 reports
-
AeroVironment's strong financial results influenced market sentiment on June 30, 2026.Some support2 reports
-
Financial analysts initiated coverage of Planet Labs, Kratos, SpaceX, and AeroVironment, amid concerns regarding Congressional budget rejections.Some support1 report
-
An order was issued to boost Pentagon drone purchases, involving Pete Hegseth, AeroVironment, and Kratos Defense.Some support2 reports
-
Kratos Defense & Security Solutions, based in Texas, was the subject of a story generated using Zacks data by Automated Insights.Some support3 reports
-
Kratos Defense is manufacturing partner for Elroy Air's Chaparral aircraft, which is Elroy Air's flagship platform.Well supported4 reports
-
Kratos Defense & Security Solutions reached a definitive agreement to merge and go public, utilizing a partner for commercial production.Some support1 report
-
Market trends show SpaceX being compared to Nvidia's past growth, while Kratos and L3Harris are gaining traction in space-focused ETFs.Some support4 reports1 development inside
-
Kratos stock traded on Nasdaq following Trump's announcement of a potential peace deal with Iran.Some support1 report
-
Rating reaffirmed, target price set at $80.00, and insider selling disclosed in legal filings for Kratos Defense & Security Solutions.Some support1 report
-
Kratos outperformed the market so far this year, based on events reported up to August 8, 2025.Some support1 report
-
Stifel raised a price target on August 9, 2025, following requests from German armed forces for long-range combat drones, which include Kratos's flagship Valkyrie.Some support3 reports
-
General Dynamics and Kratos reported positive Earnings Stock Purchase Plan figures on July 9, 2025.Some support1 report
-
Wall Street analysts are monitoring key performance metrics for the company Kratos.Some support1 report
-
General Dynamics and Kratos were identified as defense contractors.Some support1 report
-
AMD and Benchmark are semiconductor stocks benefiting from the rise of artificial intelligence. Analyst also raised price targets for Kratos.Some support4 reports
-
OpenAI, Kratos Defense, and Tesla are converging on the critical intersection of artificial intelligence, defense systems, and autonomous transportation.Speculative1 report
-
Raymond James raised the price target for Kratos Defense & Security Solutions, noting the company benefits from potential tariffs, onshoring, and aggressive defense programs.Some support1 report
-
Zacks provided stock analysis reports on Kratos Defense & Security Solutions.Speculative1 report
-
Kratos Defense & Security Solutions filed a registration statement with the Securities and Exchange Commission (Bangladesh) on June 30, 2025.Speculative1 report
-
Truist Securities issued a 'buy' recommendation and higher price target for Kratos Defense & Security Solutions.Speculative2 reports
-
Kratos Defense & Security Solutions has established partnerships with Leidos and is positioned for a high-priority niche with the Pentagon.Speculative1 report
-
GE Aerospace, Kratos Defense & Security Solutions, and Axcelis Technologies formed agreements for turbofan propulsion systems and power device development.Some support1 report1 development inside
-
Kratos Defense & Security Solutions and Intelsat successfully demonstrated 5G-NTN capabilities in collaboration.Well supported3 reports
-
Kratos Defense & Security Solutions, Axon Enterprise, and Teledyne e2v operate in the public safety and defense technology sectors.Some support4 reports
-
Citizens JMP raised the price target for Kratos Defense & Security Solutions on August 1, 2025.Some support1 report
-
A joint venture was formed between defense companies to develop solid rocket motors and ramp up hypersonic programs.Some support3 reports
-
Kratos Defense & Security Solutions began funding research and development in the outer space sector.Some support1 report1 development inside
-
Kratos Defense & Security Solutions partnered with hiSky to integrate IoT satellite services via a cloud-native architecture, tapping into the growing global IoT market.Some support1 report
-
Kratos Defense & Security Solutions received a task order award from the U.S. Space Force on August 9, 2025.Some support2 reports
-
Kratos Defense & Security Solutions surpassed its earnings and revenue estimates on August 12, 2025.Some support3 reports
-
Kratos Defense & Security Solutions saw its price target lifted on August 12, 2025.Some support1 report
-
Eric DeMarco was appointed President and CEO of Kratos Defense & Security Solutions on August 12, 2025.Well supported3 reports
-
Administration talks regarding potential future funding for defense contractors Kratos and AeroVironment.Some support2 reports1 development inside
-
GE Aerospace and Kratos Defense & Security Solutions partnered to discuss propulsion systems for unmanned aircraft.Some support1 report
-
Kratos Defense & Security Solutions debuted autonomous technology at NASCAR on August 25, 2025.Well supported4 reports
-
AIA hosted a roundtable at Kratos facility on September 2, 2025, involving Tom Cole and James Lankford.Some support1 report
-
Kratos Defense & Security Solutions received multiple analyst upgrades and a program downselection update.Some support5 reports
No events began in the chosen period. Widen it, or reset.
Around Kratos Defense & Security Solutions this week
News at the entities that move Kratos Defense & Security Solutions most-
SEC StructuralKeefe, Bruyette & Woods raised a price target while First Western Financial disclosed a CEO stock sale filing with the SEC.Moves Kratos Defense & Security Solutions
-
GE Aerospace OperationalUzbekistan and GE Aerospace agreed to develop educational programs during a meeting in Samarkand.Moves Kratos Defense & Security Solutions
-
Amundi TransactionalAmundi grew its stake in C.H. Robinson Worldwide on October 18, 2026.Moves Kratos Defense & Security Solutions
-
Congressional Budget Office OperationalThe Congressional Budget Office released forecasts detailing the influence of rescissions on current fiscal policy.Moves Kratos Defense & Security Solutions
-
Northrop Grumman Corporation OperationalBoth EHang and Northrop Grumman Corporation are being compared as industrial stocks, with EHang operating as an AAV platform in China.Moves Kratos Defense & Security Solutions
-
Donald Trump OperationalJD Vance discussed Jeffrey Epstein files while Donald Trump held rallies, one of which was attacked in Ohio.Moves Kratos Defense & Security Solutions
Connections
The 39 strongest of 136, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Demarco Structural
Demarco holds the formal executive role of CEO within Kratos Defense & Security Solutions.
-
GE Aerospace Operational
GE Aerospace and Kratos Defense & Security Solutions are engaged in a strategic partnership focused on joint development and supply of advanced propulsion systems for defense applications.
-
Amundi Transactional
Amundi acquired a new stake in Kratos Defense & Security Solutions shares.
-
Elroy Air Structural
Kratos serves as the exclusive U.S. manufacturing partner for Elroy Air's aircraft products.
-
Congressional Budget Office Operational
The two entities are actively competing against each other for a major government program contract valued at $17.5 billion.
-
Northrop Grumman Corporation Operational
The companies are active peers, simultaneously competing in advanced programs like hypersonics while also collaborating on integrated testing teams.
-
Cramer Transactional
Cramer provided a specific buy recommendation for Kratos stock.
-
SEC Structural
Kratos operates under the regulatory framework of the SEC, evidenced by insider selling disclosures.
Show all 39 connections
-
Donald Trump Operational
Evidence shows that B's political actions and administration talks directly influence A's defense production and future government funding streams.
-
Congress Structural
Kratos relies on Congress for budgetary allocations and legislative support, while Congress exercises oversight and regulatory power over the company.
-
AeroVironment Operational
The two companies actively compete in the high-energy laser market and operate within the shared drone and defense sectors.
-
Securities and Exchange Commission Structural
Kratos Defense & Security Solutions is subject to formal regulatory requirements and filing mandates imposed by the Securities and Exchange Commission.
-
Pete Hegseth Operational
Pete Hegseth's public comments and political support influence Kratos Defense & Security Solutions' stock performance and market perception.
-
Intelsat Operational
Kratos and Intelsat collaborated on a successful demonstration of a 5G-NTN network.
-
NASCAR Operational
Kratos is actively deploying and testing autonomous technology for NASCAR's race logistics and operations.
-
Raymond James Transactional
Raymond James served as a joint book-running manager and provided growth expectations for Kratos Defense & Security Solutions during a financial offering.
-
Ondas Operational
Both companies are active competitors in the drone-focused defense sector and are grouped within the JEDI ETF.
-
Airbus Defence and Space Operational
Airbus Defence and Space and Kratos Defense & Security Solutions have formed a partnership to develop uncrewed combat aircraft.
-
Robert W. Baird & Co. Transactional
Robert W. Baird & Co. served as a joint book-running manager for Kratos Defense & Security Solutions' financial offering.
-
Royal Bank of Canada Transactional
RBC provides financial analysis and coverage of Kratos, culminating in an increased investment stake.
-
PENTAGON Operational
Kratos benefits strategically from the Pentagon's renewed focus on drone capabilities and high-priority niche requirements.
-
MarketBeat Mentioned together
MarketBeat provides consensus ratings and analyst data for Kratos Defense & Security Solutions.
-
Jefferies Financial Group Mentioned together
Jefferies Financial Group provides sell-side research, including target price analysis, for Kratos Defense & Security Solutions.
-
Abu Dhabi Transactional
Kratos Defense & Security Solutions entered into an initial $200M joint venture agreement in Abu Dhabi.
-
Axon Enterprise Operational
The companies are direct peers and competitors operating within the defense and public safety technology markets.
-
OST Transactional
Kratos Defense secured a sole-source contract from OST.
-
BlackSky Operational
Both companies are competing for defense spending driven by the shift toward satellite networks.
-
Ark Invest Transactional
Ark Invest increased its investment position in Kratos Defense & Security Solutions shares.
-
Chaparral Structural
Kratos manufactures aircraft utilizing Chaparral's technology.
-
Nasdaq Shared context
Kratos Defense & Security Solutions is listed and trades its stock on the Nasdaq exchange.
-
Rocket Lab Transactional
The relationship was evidenced by the securing of a $190 million HASTE contract.
-
Citigroup Mentioned together
The relationship is based on a shared market view, specifically a reaffirmed outperform rating.
-
SpaceX Mentioned together
Kratos Defense & Security Solutions is mentioned in the context of space-focused exchange-traded funds.
-
Northern Europe Shared context
Kratos Defense & Security Solutions conducted a flight of an uncrewed aircraft in Northern Europe.
-
KT Sat Mentioned together
The entities were observed to have connectivity in a single instance.
-
San Diego Shared context
Kratos Defense & Security Solutions is headquartered in San Diego.
-
United States Marine Corps Mentioned together
The evidence mentions a technology integration involving a third party but does not explicitly couple the USMC and Kratos.
-
Carpenter Technology Corporation Mentioned together
The entities are thematically compared as industrial companies.
-
Alcoa Mentioned together
The provided evidence does not describe any relationship between Alcoa and Kratos Defense & Security Solutions.
History
Events by the month they beganOctober 2026
1 eventSeptember 2026
4 events- Kratos Defense & Security Solutions and AeroVironment are competing in the high-energy laser market.
- Carpenter Technology Corporation and Kratos Defense & Security Solutions are companies that manufacture specialty metals in Europe.
- Kratos Defense & Security Solutions awarded a $20M contract for mobile SATCOM gateways from a defense customer in Asia.
- Executive Mosaic utilizes Kratos Defense & Security Solutions for spectral services.
August 2026
5 events- Kratos Defense & Security Solutions secured contracts and tested defense systems for the U.S. Army and Missile Defense Agency.
- Kratos Defense & Security Solutions stock was listed on the Nasdaq exchange on August 19, 2026.
- Phil Carrai started his career at Alcoa while the company was competing for $17.5 billion in government program funding.
- Kratos Defense and Northrop Grumman participated in an integrated test team demonstration on August 19, showcasing the successful integration of Valkyrie CCA technology.
- Kratos and Airbus are leveraging their partnership to target the German market with their joint efforts.
Show 2 earlier months
July 2026
6 events- Rangeview Inc., based in El Segundo, is solidifying its supply chain for Kratos Defense & Security Solutions' jet engines.
- Cramer recommended buying Kratos Defense & Security Solutions stock on July 14, 2026.
- Amundi and Royal Bank of Canada acquired new stakes in Kratos Defense & Security Solutions.
- Royal Bank of Canada increased its stake in Kratos Defense & Security Solutions.
- AeroVironment's strong financial results influenced market sentiment on June 30, 2026.
- Financial analysts initiated coverage of Planet Labs, Kratos, SpaceX, and AeroVironment, amid concerns regarding Congressional budget rejections.
June 2026
40 events- Kratos Defense & Security Solutions is involved in market activities, with its stock price reflecting market confidence in technology, alongside testing autonomous technology for race logistics with Nasdaq and NASCAR.
- Kratos Defense & Security Solutions filed a shelf registration statement with the SEC, with Robert W. Baird & Co. and RBC Capital Markets acting as joint book-running managers.
- Jim Cramer discussed potential benefits of Trump tariffs for AI stocks and compared Costco's pricing to Walmart's.
- Defense spending is shifting toward satellite networks, involving Kratos Defense & Security Solutions, Rocket Lab, and BlackSky.
- GE Aerospace and Kratos Defense are expanding manufacturing operations for the GEK family of turbojet engines.
- An order was issued to boost Pentagon drone purchases, involving Pete Hegseth, AeroVironment, and Kratos Defense.
- Kratos Defense & Security Solutions, based in Texas, was the subject of a story generated using Zacks data by Automated Insights.
- Kratos Defense is manufacturing partner for Elroy Air's Chaparral aircraft, which is Elroy Air's flagship platform.
- Kratos Defense & Security Solutions reached a definitive agreement to merge and go public, utilizing a partner for commercial production.
- Market trends show SpaceX being compared to Nvidia's past growth, while Kratos and L3Harris are gaining traction in space-focused ETFs.
- Kratos stock traded on Nasdaq following Trump's announcement of a potential peace deal with Iran.
- Rating reaffirmed, target price set at $80.00, and insider selling disclosed in legal filings for Kratos Defense & Security Solutions.
- Kratos outperformed the market so far this year, based on events reported up to August 8, 2025.
- Stifel raised a price target on August 9, 2025, following requests from German armed forces for long-range combat drones, which include Kratos's flagship Valkyrie.
- General Dynamics and Kratos reported positive Earnings Stock Purchase Plan figures on July 9, 2025.
- Wall Street analysts are monitoring key performance metrics for the company Kratos.
- General Dynamics and Kratos were identified as defense contractors.
- AMD and Benchmark are semiconductor stocks benefiting from the rise of artificial intelligence. Analyst also raised price targets for Kratos.
- OpenAI, Kratos Defense, and Tesla are converging on the critical intersection of artificial intelligence, defense systems, and autonomous transportation.
- Raymond James raised the price target for Kratos Defense & Security Solutions, noting the company benefits from potential tariffs, onshoring, and aggressive defense programs.
- Zacks provided stock analysis reports on Kratos Defense & Security Solutions.
- Kratos Defense & Security Solutions filed a registration statement with the Securities and Exchange Commission (Bangladesh) on June 30, 2025.
- Truist Securities issued a 'buy' recommendation and higher price target for Kratos Defense & Security Solutions.
- Kratos Defense & Security Solutions has established partnerships with Leidos and is positioned for a high-priority niche with the Pentagon.
- GE Aerospace, Kratos Defense & Security Solutions, and Axcelis Technologies formed agreements for turbofan propulsion systems and power device development.
- Kratos Defense & Security Solutions and Intelsat successfully demonstrated 5G-NTN capabilities in collaboration.
- Kratos Defense & Security Solutions, Axon Enterprise, and Teledyne e2v operate in the public safety and defense technology sectors.
- Citizens JMP raised the price target for Kratos Defense & Security Solutions on August 1, 2025.
- A joint venture was formed between defense companies to develop solid rocket motors and ramp up hypersonic programs.
- Kratos Defense & Security Solutions began funding research and development in the outer space sector.
- Kratos Defense & Security Solutions partnered with hiSky to integrate IoT satellite services via a cloud-native architecture, tapping into the growing global IoT market.
- Kratos Defense & Security Solutions received a task order award from the U.S. Space Force on August 9, 2025.
- Kratos Defense & Security Solutions surpassed its earnings and revenue estimates on August 12, 2025.
- Kratos Defense & Security Solutions saw its price target lifted on August 12, 2025.
- Eric DeMarco was appointed President and CEO of Kratos Defense & Security Solutions on August 12, 2025.
- Administration talks regarding potential future funding for defense contractors Kratos and AeroVironment.
- GE Aerospace and Kratos Defense & Security Solutions partnered to discuss propulsion systems for unmanned aircraft.
- Kratos Defense & Security Solutions debuted autonomous technology at NASCAR on August 25, 2025.
- AIA hosted a roundtable at Kratos facility on September 2, 2025, involving Tom Cole and James Lankford.
- Kratos Defense & Security Solutions received multiple analyst upgrades and a program downselection update.