Recent Analysts’ Ratings Updates 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:

• 2/24/2026 – Kratos Defense & Security Solutions had its “overweight” rating reaffirmed by Cantor Fitzgerald. They now have a $115.00 price target on the stock.
• 2/24/2026 – Kratos Defense & Security Solutions had its price target raised by Canaccord Genuity Group Inc. from $120.00 to $125.00. They now have a “buy” rating on the stock.
• 2/24/2026 – Kratos Defense & Security Solutions had its price target raised by Canaccord Genuity Group Inc. from $120.00 to $125.00. They now have a “buy” rating on the stock.
• 2/24/2026 – Kratos Defense & Security Solutions had its “market outperform” rating reaffirmed by Citigroup Inc..
• 2/24/2026 – Kratos Defense & Security Solutions had its price target raised by BTIG Research from $95.00 to $115.00. They now have a “buy” rating on the stock.
• 2/18/2026 – Kratos Defense & Security Solutions is now covered by UBS Group AG. They set a “neutral” rating and a $79.00 price target on the stock.
• 2/18/2026 – Kratos Defense & Security Solutions is now covered by UBS Group AG. They set a “neutral” rating and a $79.00 price target on the stock.
• 1/28/2026 – Kratos Defense & Security Solutions had its price target raised by 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 Weiss Ratings.
• 1/21/2026 – Kratos Defense & Security Solutions is now covered by 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 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 Noble Financial.
• 1/20/2026 – Kratos Defense & Security Solutions had its price target raised by 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 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 Citigroup Inc..
• 1/12/2026 – Kratos Defense & Security Solutions had its price target raised by 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 B. Riley Financial, Inc. 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 by Truist Financial Corporation.
• 1/5/2026 – Kratos Defense & Security Solutions is now covered by JonesTrading. They set a “buy” rating on the stock.

Insider Activity at Kratos Defense & Security Solutions

In other news, insider Phillip D. Carrai sold 6,500 shares of the stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $90.91, for a total value of $590,915.00. Following the completion of the sale, the insider owned 213,325 shares of the company’s stock, valued at $19,393,375.75. This represents a 2.96% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Marie Mendoza sold 1,500 shares of Kratos Defense & Security Solutions stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $88.08, for a total transaction of $132,120.00. Following the transaction, the senior vice president owned 62,121 shares in the company, valued at $5,471,617.68. The trade was a 2.36% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 888,907 shares of company stock valued at $73,312,173 over the last three months. Insiders own 2.37% of the company’s stock.

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.