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    Piper Sandler initiated coverage on Kratos Defense and Security with a new price target

    1/22/26 8:29:32 AM ET
    $KTOS
    Military/Government/Technical
    Industrials
    Get the next $KTOS alert in real time by email
    Piper Sandler initiated coverage of Kratos Defense and Security with a rating of Neutral and set a new price target of $99.00
    Get the next $KTOS alert in real time by email

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    Recent Analyst Ratings for
    $KTOS

    DatePrice TargetRatingAnalyst
    1/22/2026$99.00Neutral
    Piper Sandler
    12/19/2025$90.00Overweight
    KeyBanc Capital Markets
    12/1/2025$105.00Neutral → Buy
    B. Riley Securities
    11/18/2025$80.00Neutral
    BNP Paribas Exane
    10/8/2025$105.00Buy → Neutral
    B. Riley Securities
    8/14/2025$80.00Neutral → Buy
    BTIG Research
    8/12/2025$74.00Buy
    Canaccord Genuity
    8/11/2025$74.00Buy
    Canaccord Genuity
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    $KTOS
    Insider Trading

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    SVP & General Counsel Mendoza Marie sold $201,422 worth of shares (1,676 units at $120.18), decreasing direct ownership by 3% to 63,393 units (SEC Form 4)

    4 - KRATOS DEFENSE & SECURITY SOLUTIONS, INC. (0001069258) (Issuer)

    1/16/26 6:55:34 PM ET
    $KTOS
    Military/Government/Technical
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    Director Jarvis Scot B sold $600,900 worth of shares (5,000 units at $120.18), decreasing direct ownership by 5% to 105,417 units (SEC Form 4)

    4 - KRATOS DEFENSE & SECURITY SOLUTIONS, INC. (0001069258) (Issuer)

    1/16/26 6:48:58 PM ET
    $KTOS
    Military/Government/Technical
    Industrials

    President, STC Division Carrai Phillip D sold $801,418 worth of shares (6,500 units at $123.30), decreasing direct ownership by 3% to 219,741 units (SEC Form 4)

    4 - KRATOS DEFENSE & SECURITY SOLUTIONS, INC. (0001069258) (Issuer)

    1/16/26 6:42:53 PM ET
    $KTOS
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    $KTOS
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    Piper Sandler initiated coverage on Kratos Defense and Security with a new price target

    Piper Sandler initiated coverage of Kratos Defense and Security with a rating of Neutral and set a new price target of $99.00

    1/22/26 8:29:32 AM ET
    $KTOS
    Military/Government/Technical
    Industrials

    KeyBanc Capital Markets initiated coverage on Kratos Defense and Security with a new price target

    KeyBanc Capital Markets initiated coverage of Kratos Defense and Security with a rating of Overweight and set a new price target of $90.00

    12/19/25 8:49:18 AM ET
    $KTOS
    Military/Government/Technical
    Industrials

    Kratos Defense and Security upgraded by B. Riley Securities with a new price target

    B. Riley Securities upgraded Kratos Defense and Security from Neutral to Buy and set a new price target of $105.00

    12/1/25 8:13:43 AM ET
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    President & CEO Demarco Eric M bought $250,378 worth of shares (7,455 units at $33.59) (SEC Form 4)

    4 - KRATOS DEFENSE & SECURITY SOLUTIONS, INC. (0001069258) (Issuer)

    5/12/25 6:52:42 PM ET
    $KTOS
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    President & CEO Demarco Eric M bought $250,322 worth of shares (9,500 units at $26.35) (SEC Form 4)

    4 - KRATOS DEFENSE & SECURITY SOLUTIONS, INC. (0001069258) (Issuer)

    3/3/25 6:09:53 PM ET
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    President & CEO Demarco Eric M bought $250,242 worth of shares (11,980 units at $20.89) (SEC Form 4)

    4 - KRATOS DEFENSE & SECURITY SOLUTIONS, INC. (0001069258) (Issuer)

    8/21/24 6:59:21 PM ET
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    SEC Form 144 filed by Kratos Defense & Security Solutions Inc.

    144 - KRATOS DEFENSE & SECURITY SOLUTIONS, INC. (0001069258) (Subject)

    1/15/26 1:17:02 PM ET
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    SEC Form 144 filed by Kratos Defense & Security Solutions Inc.

    144 - KRATOS DEFENSE & SECURITY SOLUTIONS, INC. (0001069258) (Subject)

    12/1/25 4:27:28 PM ET
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    SEC Form SCHEDULE 13G filed by Kratos Defense & Security Solutions Inc.

    SCHEDULE 13G - KRATOS DEFENSE & SECURITY SOLUTIONS, INC. (0001069258) (Subject)

    11/10/25 8:37:15 AM ET
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    /C O R R E C T I O N -- Market News Updates/

    In the news release, Next-Generation RF Systems Move to the Center of Global Defense Spending, issued 26-Jan-2026 by Market News Updates over PR Newswire, we are advised by the company that changes have been made. The complete, corrected release follows, with additional details at the end: Next-Generation RF Systems Move to the Center of Global Defense Spending AI-driven RF platforms are transforming how militaries detect, disrupt, and dominate threats across land, air, sea, and space NEW YORK, Jan. 26, 2026 /PRNewswire/ -- Market News Updates News Commentary - Next-generation RF-based defense and security technology is quickly becoming one of the most important building blocks of modern

    1/26/26 9:00:00 AM ET
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    Next-Generation RF Systems Move to the Center of Global Defense Spending

    AI-driven RF platforms are transforming how militaries detect, disrupt, and dominate threats across land, air, sea, and space NEW YORK, Jan. 26, 2026 /PRNewswire/ -- Market News Updates News Commentary - Next-generation RF-based defense and security technology is quickly becoming one of the most important building blocks of modern military systems. From advanced radar and electronic warfare to secure communications, spectrum monitoring, and counter-drone solutions, RF technology sits at the center of how today's defense forces detect threats, stay connected, and control the battlespace. What's changing now is intelligence and flexibility—AI-driven signal processing, software-defined radios,

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    Domestic Defense Recapitalization Drives Valuation Floors via the Sovereign Shield

    Issued on behalf of VisionWave Holdings, Inc. USA News Group News Commentary VANCOUVER, BC, Jan. 20, 2026 /PRNewswire/ -- The Pentagon recently awarded over 2,400 firms access to a $151 billion contract ceiling[1] to mobilize the U.S. industrial base for the Golden Dome missile defense architecture. This generational recapitalization of homeland security follows the fiscal year 2026 National Defense Authorization Act[2], which prioritizes domestic manufacturing resilience over legacy procurement models. This structural shift positions VisionWave Holdings Inc. (NASDAQ:VWAV), AST SpaceMobile (NASDAQ:ASTS), Kratos Defense & Security Solutions (NASDAQ:KTOS), Mercury Systems (NASDAQ:MRCY), and Ro

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    Kratos to Acquire Israel-Based Orbit Technologies Ltd for $356.3 Million

    SAN DIEGO, Nov. 04, 2025 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc., a technology company in defense, national security, and global markets, announced today that it has signed a definitive agreement to acquire 100 percent of the ordinary shares of Orbit Technologies Ltd (ORBI.TA) for $356.3 million, which is expected to be funded via cash on Kratos' balance sheet. Orbit is a leading global provider of mission-critical satellite-based communication systems for mobile and unmanned aerial, seaborne, undersea and land systems, military vehicles and other systems. Orbit provides its hardware, products and systems to major air forces, traditional prime contractors and emergin

    11/4/25 4:05:00 PM ET
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    Kratos Defense & Security Solutions to Join S&P MidCap 400 Index

    SAN DIEGO, Sept. 22, 2025 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS), a Technology Company in the Defense, National Security and Global Markets, announced today that it will be added to the S&P MidCap 400 Index, transitioning from the S&P SmallCap 600 Index. The move reflects Kratos' continued growth, performance, and market recognition as the company scales its leadership in unmanned systems, hypersonics, space, propulsion, and other national security solutions. Placement in the MidCap 400 highlights Kratos' trajectory as it executes on key programs and expands its role within the U.S. defense industrial base. "We are honored to be recognized through our

    9/22/25 8:00:00 AM ET
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    AppLovin, Robinhood Markets and Emcor Group Set to Join S&P 500; Others to Join S&P 100, S&P MidCap 400 and S&P SmallCap 600

    NEW YORK, Sept. 5, 2025 /PRNewswire/ -- S&P Dow Jones Indices ("S&P DJI") will make the following changes to the S&P 100, S&P 500, S&P MidCap 400, and S&P SmallCap 600 indices effective prior to the open of trading on Monday, September 22, to coincide with the quarterly rebalance. The changes ensure each index is more representative of its market capitalization range. The companies being removed from the S&P SmallCap 600 are no longer representative of the small-cap market space. Uber Technologies Inc. (NYSE:UBER) will replace Charter Communications Inc. (NASD: CHTR) in the S&P 100. Charter Communications will remain in the S&P 500.AppLovin Corp. (NASD: APP), Robinhood Markets Inc. (NASD: H

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    Solar Drones Unlocking a Multi-Billion-Dollar Flight Economy as Investors Hone in on New Opportunity

    Long-Endurance UAVs Powered by Solar Energy Are Unlocking New Commercial and Defense Revenue Streams Market News Updates News Commentary NEW YORK, Jan. 15, 2026 /PRNewswire/ -- The solar drone industry—referring to unmanned aerial vehicles (UAVs) powered in whole or part by solar energy—is emerging as a compelling niche within the broader aerospace and UAV markets. Unlike traditional battery-dependent drones, solar drones harness photovoltaic cells mounted on their wings and surfaces to extend flight endurance dramatically, reduce operational costs, and lower environmental impact. This unique value proposition is increasingly attracting attention from commercial sectors such as agriculture,

    1/15/26 9:00:00 AM ET
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    Defense Spending Is Accelerating the Commercialization of Quantum Computing

    NEW YORK, Jan. 12, 2026 (GLOBE NEWSWIRE) -- Market News Updates News Commentary - Quantum computing is moving from the lab into real-world military use, and defense organizations are paying close attention. Unlike traditional computing, quantum systems can process extraordinarily complex variables at once, which is highly relevant for modern military operations. Applications range from faster mission planning and logistics optimization to next-generation secure communications and advanced sensing. For defense leaders, the appeal is straightforward: quantum technologies have the potential to deliver faster decisions, stronger security, and operational advantages in environments where speed

    1/12/26 8:45:00 AM ET
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    Kratos Applauds Focus on Reinvestment to Strengthen Defense Readiness

    SAN DIEGO, Jan. 08, 2026 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS), a leader in defense, national security and global markets, today expressed strong support for President Trump's announcement of policies that prioritize reinvestment in national defense capabilities over stock buybacks by defense contractors. Kratos has long operated under a fundamentally different capital allocation philosophy than much of the publicly traded defense market. The company does not have a practice of conducting stock buybacks or paying dividends, choosing instead to reinvest capital directly into the development, production, and fielding of affordable, mission-ready technol

    1/8/26 9:15:00 AM ET
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    Amendment: SEC Form SC 13G/A filed by Kratos Defense & Security Solutions Inc.

    SC 13G/A - KRATOS DEFENSE & SECURITY SOLUTIONS, INC. (0001069258) (Subject)

    10/18/24 9:00:47 AM ET
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    SEC Form SC 13G/A filed by Kratos Defense & Security Solutions Inc. (Amendment)

    SC 13G/A - KRATOS DEFENSE & SECURITY SOLUTIONS, INC. (0001069258) (Subject)

    2/13/24 5:08:05 PM ET
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    SEC Form SC 13G/A filed by Kratos Defense & Security Solutions Inc. (Amendment)

    SC 13G/A - KRATOS DEFENSE & SECURITY SOLUTIONS, INC. (0001069258) (Subject)

    1/24/24 11:24:41 AM ET
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