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NASDAQ:KTOS News 5 November 2025 - 24 January 2026

Kratos Defense stock tumbles after Piper Sandler goes neutral — what KTOS investors watch next week

Kratos Defense stock tumbles after Piper Sandler goes neutral — what KTOS investors watch next week

Kratos Defense shares fell 3% Friday to $110.39, extending a 15.6% slide since January 16. Piper Sandler initiated coverage with a Neutral rating and a $99 target, citing stretched valuation. ARK Invest sold more shares this week. The stock’s earlier surge followed a key drone partnership win with Northrop Grumman for the Marine Corps.
24 January 2026
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Space and Defense Stocks to Watch: AST SpaceMobile spikes on SHIELD slot as Northrop sets a high

Space and Defense Stocks to Watch: AST SpaceMobile spikes on SHIELD slot as Northrop sets a high

AST SpaceMobile surged 14.3% Friday after landing a prime contract slot on the Missile Defense Agency’s SHIELD program. Northrop Grumman closed at a record $666.90, while Lockheed Martin and RTX also rose ahead of the U.S. holiday weekend. York Space Systems filed for a U.S. IPO targeting $544 million. U.S. markets reopen Tuesday, with defense earnings starting Jan. 27.
18 January 2026
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Kratos Defense stock (KTOS) jumps again on Valkyrie drone deal, Trump budget push and fresh target hikes

Kratos Defense stock (KTOS) jumps again on Valkyrie drone deal, Trump budget push and fresh target hikes

Kratos Defense shares jumped 9.3% Friday to $113.70, capping a 43% rally since Jan. 2 after Trump proposed a $1.5 trillion 2027 defense budget. The company confirmed it does not pay dividends or buy back stock, backing reinvestment. Northrop, using Kratos’ Valkyrie airframe, secured a $231.5 million contract to develop unmanned Marine Corps aircraft. Kratos reports earnings Feb. 25.
11 January 2026
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AeroVironment stock (AVAV) jumps as Trump’s defense-budget push keeps drone makers in focus

AeroVironment stock (AVAV) jumps as Trump’s defense-budget push keeps drone makers in focus

AeroVironment shares rose 4.9% to $362.02 after President Trump proposed a $1.5 trillion U.S. military budget for 2027 and signed an order tying contractor payouts to weapons delivery. Parry Labs announced a partnership with AeroVironment on the Army’s new P550 drone. The FCC granted exemptions for some AeroVironment drone imports through 2026. The stock traded near its 52-week high.
9 January 2026
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Why Kratos (KTOS) stock is up: Northrop’s Marine Corps Valkyrie drone wingman win

Why Kratos (KTOS) stock is up: Northrop’s Marine Corps Valkyrie drone wingman win

Kratos Defense shares jumped 6% to $110.31 after Northrop Grumman was tapped for a $231.5 million U.S. Marine Corps drone contract pairing its tech with Kratos’ XQ-58A Valkyrie. The deal comes as President Trump proposed a $1.5 trillion defense budget and ordered limits on payouts by major contractors. Northrop and Lockheed Martin also rose. Kratos next reports earnings Feb. 25.
9 January 2026
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Kratos (KTOS) stock jumps as Marine Corps drone award puts Valkyrie back in focus

Kratos (KTOS) stock jumps as Marine Corps drone award puts Valkyrie back in focus

New York, Jan 8, 2026, 11:18 EST — Regular session Kratos Defense & Security Solutions shares jumped 17.3% to $107.30 in morning trading on Thursday, lifting the San Diego-based defense contractor to one of the market’s strongest gainers. The move followed news tied to a U.S. Marine Corps effort that pairs Northrop Grumman’s mission systems with Kratos’ Valkyrie uncrewed aircraft. Kratos Defense The Marine Corps program sits inside a wider U.S. push for “collaborative combat aircraft,” or CCA — drones meant to fly with piloted fighters, adding capacity without putting more people in cockpits. For smaller suppliers, landing a spot
8 January 2026
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Space and Defense Stocks Jump as Trump Pitches $1.5 Trillion Military Budget, Despite Buyback Crackdown

Space and Defense Stocks Jump as Trump Pitches $1.5 Trillion Military Budget, Despite Buyback Crackdown

New York, Jan 8, 2026, 06:16 EST — Premarket U.S. space and defense stocks jumped in early premarket trade on Thursday after President Donald Trump called for a $1.5 trillion military budget for 2027, with Lockheed Martin up 7.2% and Northrop Grumman up 7.5%. RTX gained 4.9% and Kratos Defense rose 7.1%, even as Dow, S&P 500 and Nasdaq futures fell about 0.2%-0.3% heading into Friday’s payrolls report. Jefferies economist Mohit Kumar warned that a shift toward more government intervention could “create uncertainty” and add to some risk premium. Reuters The bounce followed a sharp Wednesday selloff after Trump vowed to
8 January 2026
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Kratos Defense Stock (NASDAQ: KTOS) Slides on Insider Sale as Zeus Hypersonic Motor Order Signals Scale-Up — News, Forecasts, and Analysis for Dec. 24, 2025

Kratos Defense Stock (NASDAQ: KTOS) Slides on Insider Sale as Zeus Hypersonic Motor Order Signals Scale-Up — News, Forecasts, and Analysis for Dec. 24, 2025

Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS) ended the Dec. 24, 2025 session lower, with trading dominated by a very Wall Street combo platter: a big insider sale headline hitting the tape while the company’s hypersonics story keeps accelerating. KTOS closed at $79.97, down 2.83% on the day, after trading between roughly $79.28 and $81.94. StockAnalysis So what moved the stock on Christmas Eve, and what do analysts actually expect next? KTOS stock price action on Dec. 24, 2025: a down day, lighter volume Kratos shares finished the session at $79.97, down from $82.30 the prior close. StockAnalysis Volume
24 December 2025
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Kratos Defense (KTOS) Soars 300% on Drone Boom – Is the Rally Sustainable?

Kratos Defense (KTOS) Soars 300% on Drone Boom – Is the Rally Sustainable?

1. Company Background and Overview of Kratos Defense & Security Solutions, Inc. Kratos Defense & Security Solutions, Inc. is a U.S. technology company serving the defense and national security market. Founded in 1994 and headquartered in San Diego, Kratos specializes in mission-critical systems for military and government agenciesinvesting.com. The company operates through two main segments – Kratos Government Solutions (KGS) and Unmanned Systems (US) – offering a wide array of products and services. These include satellite ground communication systems, jet-powered unmanned aerial vehicles (UAVs), missile and radar system solutions, advanced propulsion systems for missiles/spacecraft, cyber security and training platforms, and
5 November 2025
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Stock Market Today

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

7 February 2026
Google raised its 2026 capital expenditure forecast to $175 billion–$185 billion, with most spending expected on data-center chips. Broadcom shares rose about 2% after the announcement, while Nvidia and AMD slipped. Jefferies reiterated a buy rating on Broadcom, maintaining a $500 price target, implying a 62% upside from Wednesday’s close.
No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

7 February 2026
The IRS has not announced new federal stimulus payments for February 2026, and Congress has not approved fresh checks. Trump told NBC he is considering $2,000 tariff rebate checks but has not committed, saying any payout would likely come later in 2026. The IRS warns taxpayers to ignore texts and emails about “stimulus payments” and verify notices through official channels.
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