Kratos Defense & Security Solutions.
U.S. military contractor
- Reports this week
- 4
- Active events
- 2
- Connections
- 132
What's happening
Active this week
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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
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Jim Cramer discussed potential benefits of Trump tariffs for AI stocks and compared Costco's pricing to Walmart's.Well supported14 reports3 developments inside
Earlier this month
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Kratos Defense & Security Solutions and AeroVironment are competing in the high-energy laser market.Some support2 reports
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Carpenter Technology Corporation and Kratos Defense & Security Solutions are companies that manufacture specialty metals in Europe.Some support2 reports
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Kratos Defense & Security Solutions secured contracts and tested defense systems for the U.S. Army and Missile Defense Agency.Some support1 report1 development inside
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Kratos Defense & Security Solutions awarded a $20M contract for mobile SATCOM gateways from a defense customer in Asia.Some support1 report
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Executive Mosaic utilizes Kratos Defense & Security Solutions for spectral services.Some support1 report
One to three months ago
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Defense spending is shifting toward satellite networks, involving Kratos Defense & Security Solutions, Rocket Lab, and BlackSky.Some support1 report2 developments inside
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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.Some support2 reports2 developments inside
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Kratos Defense & Security Solutions stock was listed on the Nasdaq exchange on August 19, 2026.Some support4 reports
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Phil Carrai started his career at Alcoa while the company was competing for $17.5 billion in government program funding.Some support1 report
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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
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GE Aerospace and Kratos Defense are expanding manufacturing operations for the GEK family of turbojet engines.Well supported4 reports1 development inside
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Kratos and Airbus are leveraging their partnership to target the German market with their joint efforts.Some support1 report
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Rangeview Inc., based in El Segundo, is solidifying its supply chain for Kratos Defense & Security Solutions' jet engines.Some support1 report
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Cramer recommended buying Kratos Defense & Security Solutions stock on July 14, 2026.Some support1 report
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Amundi and Royal Bank of Canada acquired new stakes in Kratos Defense & Security Solutions.Some support1 report
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Royal Bank of Canada increased its stake in Kratos Defense & Security Solutions.Some support2 reports
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AeroVironment's strong financial results influenced market sentiment on June 30, 2026.Some support2 reports
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Financial analysts initiated coverage of Planet Labs, Kratos, SpaceX, and AeroVironment, amid concerns regarding Congressional budget rejections.Some support1 report
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An order was issued to boost Pentagon drone purchases, involving Pete Hegseth, AeroVironment, and Kratos Defense.Some support2 reports
Gone quiet
No new reports in 90+ days-
Kratos Defense & Security Solutions, based in Texas, was the subject of a story generated using Zacks data by Automated Insights.Some support3 reports
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Kratos Defense is manufacturing partner for Elroy Air's Chaparral aircraft, which is Elroy Air's flagship platform.Well supported4 reports
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Kratos Defense & Security Solutions reached a definitive agreement to merge and go public, utilizing a partner for commercial production.Some support1 report
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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
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Kratos stock traded on Nasdaq following Trump's announcement of a potential peace deal with Iran.Some support1 report
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Rating reaffirmed, target price set at $80.00, and insider selling disclosed in legal filings for Kratos Defense & Security Solutions.Some support1 report
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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
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General Dynamics and Kratos reported positive Earnings Stock Purchase Plan figures on July 9, 2025.Some support1 report
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Kratos outperformed the market so far this year, based on events reported up to August 8, 2025.Some support1 report
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Wall Street analysts are monitoring key performance metrics for the company Kratos.Some support1 report
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General Dynamics and Kratos were identified as defense contractors.Some support1 report
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AMD and Benchmark are semiconductor stocks benefiting from the rise of artificial intelligence. Analyst also raised price targets for Kratos.Some support4 reports
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OpenAI, Kratos Defense, and Tesla are converging on the critical intersection of artificial intelligence, defense systems, and autonomous transportation.Speculative1 report
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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
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Zacks provided stock analysis reports on Kratos Defense & Security Solutions.Speculative1 report
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Kratos Defense & Security Solutions filed a registration statement with the Securities and Exchange Commission (Bangladesh) on June 30, 2025.Speculative1 report
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Truist Securities issued a 'buy' recommendation and higher price target for Kratos Defense & Security Solutions.Speculative2 reports
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Kratos Defense & Security Solutions has established partnerships with Leidos and is positioned for a high-priority niche with the Pentagon.Speculative1 report
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GE Aerospace, Kratos Defense & Security Solutions, and Axcelis Technologies formed agreements for turbofan propulsion systems and power device development.Some support1 report1 development inside
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Kratos Defense & Security Solutions and Intelsat successfully demonstrated 5G-NTN capabilities in collaboration.Well supported3 reports
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Kratos Defense & Security Solutions, Axon Enterprise, and Teledyne e2v operate in the public safety and defense technology sectors.Some support4 reports
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Citizens JMP raised the price target for Kratos Defense & Security Solutions on August 1, 2025.Some support1 report
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A joint venture was formed between defense companies to develop solid rocket motors and ramp up hypersonic programs.Some support3 reports
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Kratos Defense & Security Solutions began funding research and development in the outer space sector.Some support1 report1 development inside
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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
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Kratos Defense & Security Solutions received a task order award from the U.S. Space Force on August 9, 2025.Some support2 reports
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Kratos Defense & Security Solutions surpassed its earnings and revenue estimates on August 12, 2025.Some support3 reports
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Kratos Defense & Security Solutions saw its price target lifted on August 12, 2025.Some support1 report
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Eric DeMarco was appointed President and CEO of Kratos Defense & Security Solutions on August 12, 2025.Well supported3 reports
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Administration talks regarding potential future funding for defense contractors Kratos and AeroVironment.Some support2 reports1 development inside
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GE Aerospace and Kratos Defense & Security Solutions partnered to discuss propulsion systems for unmanned aircraft.Some support1 report
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Kratos Defense & Security Solutions debuted autonomous technology at NASCAR on August 25, 2025.Well supported4 reports
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AIA hosted a roundtable at Kratos facility on September 2, 2025, involving Tom Cole and James Lankford.Some support1 report
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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 StructuralDHS, DOJ, and SEC formed a joint initiative to establish a Trade Fraud Task Force, setting standards for compliance.Moves Kratos Defense & Security Solutions
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GE Aerospace OperationalGE is the parent company of GE Aerospace, while Meta leverages the vision of its founder, Mark Zuckerberg.Moves Kratos Defense & Security Solutions
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Congressional Budget Office OperationalElon Musk paid to fill LEO with military satellites, involving DARC, the Congressional Budget Office, and the American Physical Society.Moves Kratos Defense & Security Solutions
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Amundi TransactionalAmundi increased its stock holding in Amazon.com, Inc. on September 28, 2026.Moves Kratos Defense & Security Solutions
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Northrop Grumman Corporation OperationalNorthrop Grumman CEO spoke at the Morgan Stanley conference, while President Trump signed a security agreement regarding Greenland.Moves Kratos Defense & Security Solutions
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Congress StructuralMandated National Bridge Inspection Standards were established in 1968.Moves Kratos Defense & Security Solutions
Connections
The 36 strongest of 132, 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.
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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.
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Elroy Air Structural
Kratos serves as the exclusive U.S. manufacturing partner for Elroy Air's aircraft products.
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Congressional Budget Office Operational
The two entities are actively competing against each other for a major government program contract valued at $17.5 billion.
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Amundi Transactional
Amundi acquired a new stake in Kratos Defense & Security Solutions shares.
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Northrop Grumman Corporation Operational
The companies are active peers, simultaneously competing in advanced programs like hypersonics while also collaborating on integrated testing teams.
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SEC Structural
Kratos operates under the regulatory framework of the SEC, evidenced by insider selling disclosures.
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Congress Structural
Kratos relies on Congress for budgetary allocations and legislative support, while Congress exercises oversight and regulatory power over the company.
Show all 36 connections
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Donald Trump Operational
Evidence shows that B's political actions and administration talks directly influence A's defense production and future government funding streams.
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Cramer Transactional
Cramer provided a specific buy recommendation for Kratos stock.
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AeroVironment Operational
The two companies actively compete in the high-energy laser market and operate within the shared drone and defense sectors.
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Intelsat Operational
Kratos and Intelsat collaborated on a successful demonstration of a 5G-NTN network.
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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.
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Pete Hegseth Operational
Pete Hegseth's public comments and political support influence Kratos Defense & Security Solutions' stock performance and market perception.
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NASCAR Operational
Kratos is actively deploying and testing autonomous technology for NASCAR's race logistics and operations.
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PENTAGON Operational
Kratos benefits strategically from the Pentagon's renewed focus on drone capabilities and high-priority niche requirements.
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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.
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Royal Bank of Canada Transactional
RBC provides financial analysis and coverage of Kratos, culminating in an increased investment stake.
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Robert W. Baird & Co. Transactional
Robert W. Baird & Co. served as a joint book-running manager for Kratos Defense & Security Solutions' financial offering.
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Ondas Operational
Both companies operate in the defense sector and are subject to market conditions, such as U.S. tariffs affecting domestic defense stocks.
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Abu Dhabi Transactional
Kratos Defense & Security Solutions entered into an initial $200M joint venture agreement in Abu Dhabi.
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Jefferies Financial Group Mentioned together
Jefferies Financial Group provides sell-side research, including target price analysis, for Kratos Defense & Security Solutions.
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Axon Enterprise Operational
The companies are direct peers and competitors operating within the defense and public safety technology markets.
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OST Transactional
Kratos Defense secured a sole-source contract from OST.
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Rocket Lab Transactional
The relationship was evidenced by the securing of a $190 million HASTE contract.
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MarketBeat Mentioned together
MarketBeat provides consensus ratings and average target prices for Kratos Defense & Security Solutions.
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SpaceX Mentioned together
Kratos Defense & Security Solutions is mentioned in the context of space-focused exchange-traded funds.
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Citigroup Mentioned together
The relationship is based on a shared market view, specifically a reaffirmed outperform rating.
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Ark Invest Transactional
Ark Invest increased its investment position in Kratos Defense & Security Solutions shares.
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BlackSky Operational
Both companies are competing for defense spending driven by the shift toward satellite networks.
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Chaparral Structural
Kratos manufactures aircraft utilizing Chaparral's technology.
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Nasdaq Shared context
Kratos Defense & Security Solutions is listed and trades its stock on the Nasdaq exchange.
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Carpenter Technology Corporation Mentioned together
The entities are thematically compared as industrial companies.
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San Diego Shared context
Kratos Defense & Security Solutions is headquartered in San Diego.
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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.
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Alcoa Mentioned together
The provided evidence does not describe any relationship between Alcoa and Kratos Defense & Security Solutions.
History
Events by the month they beganSeptember 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.
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.
Show 1 earlier month
June 2026
40 events- 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.
- 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.
- 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.
- 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.
- Kratos outperformed the market so far this year, based on events reported up to August 8, 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.