NASDAQ:KTOS
Kratos Defense & Security Solutions (KTOS)
Financials 
Technical Analysis 
Aug 16, 2026, 12:00 amThis summary was created by AI, based on 3 opinions in the last 12 months.
Kratos Defense & Security Solutions (KTOS-Q) is positioned as a promising player in the defense sector, particularly in the drone market, benefiting from increased global defense spending driven by geopolitical risks. Despite facing a decline in share price due to rising U.S. bond yields affecting growth stocks, analysts maintain a bullish outlook, presenting price targets that suggest significant upside potential. Some experts highlight that KTOS's high price-to-earnings (PE) ratio of 80 indicates a premium valuation, although they acknowledge the company's strong balance sheet and high growth prospects. Amid recent price drops, analysts suggest that current conditions might represent a buying opportunity, especially as governments look to ramp up defense expenditures and support drone production.
Benefits from geopolitical risk and more defense spending worldwide. Shares rose in January, but has since come off. One reason is pressure from the U.S. 10-year bond yield on most growth stocks outside AI. Also, KTOS trades at a high 80x PE. However, it has a strong balance sheet and high growth ahead.
Defence stocks have declined as a resolution to the war looks more certain, but now is a buying opportunity. Almost all governments plan to increase defence budgets, including drones. KTOS is pure-play drones, and are ramping up production in a key drone. The PE has fallen, but still high.
(Analysts’ price target is $110.94)
Ryan ModestoOut of San Diego, around since 1994. Their big thing is "loyal wingmen", which are drones. Fly beside fighter jets and bombers. 12-month price target of $74. No dividend.
Note that all his Top Picks today aren't in nosebleed territory, but they're very popular. So you really need to go in by thirds. You can buy some today, but save 2/3 to make purchases later. For this name, buy some here at $66, at $60 and again at $55.
Kim Bolton
- «
- ‹
- 1
- ›
- »
Popular Articles
Kratos Defense & Security Solutions (KTOS) Frequently Asked Questions
What is Kratos Defense & Security Solutions stock symbol?
Kratos Defense & Security Solutions is a American stock, trading under the symbol KTOS (previously KTOS-Q on Stockchase) on the NASDAQ (KTOS). It is usually referred to as NASDAQ:KTOS or KTOS
Is Kratos Defense & Security Solutions a buy or a sell?
In the last year, 4 stock analysts issued a Buy, Sell, or Hold rating on KTOS (previously KTOS-Q on Stockchase). 4 analysts recommended to BUY and 0 analysts recommended to SELL the stock. The latest stock analyst rating is PAST TOP PICK. Read the latest stock experts' ratings for Kratos Defense & Security Solutions.
Is Kratos Defense & Security Solutions a good investment or a top pick?
Kratos Defense & Security Solutions was recommended as a Top Pick by Kim Bolton on 2026-07-30. Read the latest stock experts ratings for Kratos Defense & Security Solutions.
Why is Kratos Defense & Security Solutions stock dropping?
Earnings reports or recent company news can cause the stock price to drop. Read stock experts' recommendations for Kratos Defense & Security Solutions.
Is Kratos Defense & Security Solutions worth watching?
Kratos Defense & Security Solutions is followed by 12 investors on Stockchase and is a trending stock that is worth watching.
What is Kratos Defense & Security Solutions stock price?
On 2026-08-14, Kratos Defense & Security Solutions (KTOS) stock closed at a price of $64.58.
'%20fill='%23FFB800'%3e%3cg%20id='filled-.-button'%20transform='translate(120.000000,%20413.999972)'%3e%3cpath%20d='M101.499729,2.82302245e-05%20C102.285413,-0.00432461793%20103.254164,0.496634241%20103.645655,1.25173399%20L103.712109,1.39623206%20L105.747863,6.45331817%20L111.028779,6.80428588%20C111.60867,6.84282525%20112.147242,7.1236355%20112.517275,7.58038413%20C113.223405,8.45199453%20113.142035,9.72214747%20112.357105,10.4940033%20L112.234099,10.6059323%20L108.072656,14.10894%20L109.356339,19.592529%20C109.472157,20.0872738%20109.394126,20.6085551%20109.13883,21.0455786%20C108.624329,21.9263208%20107.536956,22.2447485%20106.649713,21.8010736%20L106.511398,21.7246573%20L101.5,18.7715858%20L96.4886024,21.7246573%20C95.5790916,22.2767096%2094.4027498,21.9726757%2093.8611695,21.0455786%20C93.6058745,20.6085551%2093.5278433,20.0872738%2093.6436608,19.592529%20L94.9273443,14.10894%20L90.7659013,10.6059323%20C89.8680707,9.85015912%2089.7412886,8.49557505%2090.4827254,7.58038413%20C90.8527577,7.1236355%2091.39133,6.84282525%2091.9712215,6.80428588%20L97.2521374,6.45331817%20L99.2878908,1.39623206%20C99.6240254,0.561228427%20100.665516,-0.00460395016%20101.499729,2.82302245e-05%20Z'%20id='top-picks-.-icon-copy-7'%3e%3c/path%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/svg%3e){kind=small}
After trimming, his position is ~1%. Analysts' price target would be a double from here.
(Analysts’ price target is $101.00)