Weekly Analysts’ Ratings Changes for Kratos Defense & Security Solutions (KTOS)

Several brokerages have updated their recommendations and price targets on shares of Kratos Defense & Security Solutions (NASDAQ: KTOS) in the last few weeks:

• 1/28/2026 – Kratos Defense & Security Solutions had its price target raised by analysts at KeyCorp from $90.00 to $130.00. They now have an “overweight” rating on the stock.
• 1/22/2026 – Kratos Defense & Security Solutions had its “hold (c)” rating reaffirmed by analysts at Weiss Ratings.
• 1/21/2026 – Kratos Defense & Security Solutions is now covered by analysts at Piper Sandler. They set a “neutral” rating and a $99.00 price target on the stock.
• 1/21/2026 – Kratos Defense & Security Solutions is now covered by analysts at Piper Sandler. They set a “neutral” rating and a $99.00 price target on the stock.
• 1/20/2026 – Kratos Defense & Security Solutions had its “outperform” rating reaffirmed by analysts at Noble Financial.
• 1/20/2026 – Kratos Defense & Security Solutions had its price target raised by analysts at The Goldman Sachs Group, Inc. from $93.00 to $125.00. They now have a “buy” rating on the stock.
• 1/13/2026 – Kratos Defense & Security Solutions had its price target raised by analysts at Stifel Nicolaus from $112.00 to $134.00. They now have a “buy” rating on the stock.
• 1/12/2026 – Kratos Defense & Security Solutions had its “market outperform” rating reaffirmed by analysts at Citigroup Inc..
• 1/12/2026 – Kratos Defense & Security Solutions had its price target raised by analysts at Citizens Jmp from $105.00 to $125.00. They now have a “market outperform” rating on the stock.
• 1/9/2026 – Kratos Defense & Security Solutions had its price target raised by analysts at B. Riley from $105.00 to $128.00. They now have a “buy” rating on the stock.
• 1/9/2026 – Kratos Defense & Security Solutions was given a new $135.00 price target on by analysts at Truist Financial Corporation.
• 1/5/2026 – Kratos Defense & Security Solutions is now covered by analysts at Jones Trading. They set a “buy” rating on the stock.
• 12/18/2025 – Kratos Defense & Security Solutions is now covered by analysts at KeyCorp. They set an “overweight” rating and a $90.00 price target on the stock.
• 12/18/2025 – Kratos Defense & Security Solutions is now covered by analysts at KeyCorp. They set an “overweight” rating and a $90.00 price target on the stock.

Insiders Place Their Bets

In related news, Director Scot B. Jarvis sold 5,000 shares of the business’s stock in a transaction dated Wednesday, January 28th. The shares were sold at an average price of $118.28, for a total value of $591,400.00. Following the sale, the director directly owned 100,417 shares in the company, valued at approximately $11,877,322.76. The trade was a 4.74% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, insider Stacey G. Rock sold 16,568 shares of the company’s stock in a transaction that occurred on Monday, January 12th. The stock was sold at an average price of $116.74, for a total transaction of $1,934,148.32. Following the completion of the transaction, the insider owned 26,487 shares in the company, valued at approximately $3,092,092.38. This represents a 38.48% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 911,815 shares of company stock worth $74,483,631. 2.37% of the stock is currently owned by company insiders.

Kratos Defense & Security Solutions, Inc (NASDAQ: KTOS) is a technology-driven company that specializes in national security and defense solutions for government and military customers. The firm’s core capabilities span unmanned systems, satellite communications, missile defense, cyber security, and directed-energy weapons. Through its integrated approach, Kratos delivers mission-critical products and services designed to enhance operational readiness and support force modernization initiatives.

In the unmanned systems arena, Kratos develops high-performance aerial platforms used as target drones, low-cost attritable aircraft and experimental stealth demonstrators.