Pre-market · Regular session opens 9:30 AM ET
Last update: Oct 6, 2026, 6:16 PM ET
Kratos Defense & Security Solutions, Inc.
$43.71▲ 4.02% today
Pre-market

Why Kratos Defense & Security Solutions, Inc. (KTOS) stock moved

Updated Oct 7, 2026

Kratos Defense & Security Solutions, Inc. (KTOS) shares rose 4.0% to $43.71 as of October 7, 2026, a moderate gain from the prior close of $42.02. BestStocks flagged the session as a major change for KTOS. Below, we break down what changed for KTOS, why it matters for investors, how the stock reacted, and the catalysts on the calendar.

What happened

KTOS climbed 4.0% to $43.71

KTOS rose 4.0% in its latest session, moving from $42.02 to $43.71.

RiskLow confidence
Rel. volume
1.2×
Normal
Vs peers
—
No comparable peers
Market cap
$8.2B
NASDAQ Global Select
Analyst target
$94
+113.9% vs price
Price chart
Sep 8 – Oct 7
VNNVE$42$45$49Sep 8Sep 15Sep 23Sep 30Oct 7
E earnings
F filing
A analyst
V/N other
click a marker to highlight
Change events — click to jump to details

What it means for Kratos Defense & Security Solutions, Inc. investors

For Kratos Defense & Security Solutions, Inc. investors, the recent signals are mixed, leaving the near-term picture neutral / mixed. On the constructive side: Positive 4.0% session move; KTOS moved +5.80% from its $54.26 open to a $57.41 close on 2026-08-06. Weighing against that: Kratos Defense announced over $100 million in new contracts for space and cyber mission capabilities (Globe Newswire, Oct 5), yet the stock declined 2.21% to $42.12 intraday; Kratos Defense & Security Solutions, Inc. moved -2.69% intraday from $47.02 to $45.76. Wall Street's consensus price target sits at $93.50, implying +113.9% upside from $43.71. Over the past 90 days analysts logged 1 upgrade and 0 downgrades. BestStocks rates the overall signal quality low (55/100). With earnings roughly 27 days out, the next report is the most likely near-term test of the move.

KTOS price reaction

KTOS last traded at $43.71, up $1.69 (+4.02%) from the previous close of $42.02. The session traded on 1.2× average volume (normal), so participation was unremarkable. Over the past month the stock has ranged between $42.02 and $48.59, and it currently sits about 26% of the way up that band.

Bullish and bearish analyst opinions on Kratos Defense & Security Solutions, Inc. (KTOS)

The consensus analyst price target on Kratos Defense & Security Solutions, Inc. (KTOS) is $93.50, 113.9% above the recent $43.71. Over the past 90 days analysts logged 1 upgrade, 7 maintains, and 0 downgrades. Here is how the bullish and bearish cases on KTOS line up.

The bullish case

  • Wall Street's consensus price target of $93.50 implies +113.9% upside from $43.71.
  • The Street's most bullish target is $135.00 (+208.9%).
  • 1 analyst upgrade in the past 90 days, most recently Piper Sandler to Overweight (2026-08-05).
  • Positive 4.0% session move.
  • KTOS moved +5.80% from its $54.26 open to a $57.41 close on 2026-08-06.

The bearish case

  • Kratos Defense announced over $100 million in new contracts for space and cyber mission capabilities (Globe Newswire, Oct 5), yet the stock declined 2.21% to $42.12 intraday.
  • Kratos Defense & Security Solutions, Inc. moved -2.69% intraday from $47.02 to $45.76.
Bull vs bear balanceNeutral / Mixed
BearishNeutralBullish

Weighing both sides, BestStocks' composite read of recent signals is roughly balanced, as the bull-versus-bear meter above shows. This is an educational summary of the bull and bear case, not investment advice.

Analyst price targets and ratings are FMP consensus figures as of Oct 7, 2026; other aggregators may differ. High and low targets show the range of estimates, not forecasts.

Analyst expectations
Consensus target: $94+113.9%
↑ 1 upgrades= 7 maintains
Jefferies maintained Buy · 2026-10-01
SEC filings watch
10-Q2026-08-04
Quarterly financial results
medium
8-K2026-08-04
Material event — review for impact
high
Peer context
KTOS+4.0%

Previous notable changes for KTOS

News2026-10-05-2.4%
Kratos Secures More Than $100 Million in Contracts for Space and Cyber Mission Capabilities
News2026-09-28-3.4%
Kratos promotes Bill Wilson to President of C5ISR Systems Division and Corporate Senior Vice President.
Risk2026-09-25-3.0%via Yahoo Finance ↗
Kratos Defense & Security Solutions, Inc. moved -2.69% intraday from $47.02 to $45.76. Kratos Defense & Security Solutions shares are facing minor downward pressure amid broader defense sector moderation rather than any negative company-specific news [0.12]. ### 📉 Market Context - Sector sentiment: Defense stocks are experiencing a period of macro moderation and cautious trading [0.12]. - Recent progress: The dip occurs despite positive operational headlines, including successful engine tests with GE Aerospace and active missile-target deployments. - Valuation reset: The broader stock trend has remained constrained following prior equity dilution and heavy capital reinvestment into manufacturing expansion. If you'd like, let me know: - Are you looking at short-term trading or long-term holding? - Would you like a breakdown of Kratos's current valuation multiples or upcoming catalysts?
Material / Earnings2026-09-22-3.3%
KTOS moved -5.05% from its $49.47 open to a $46.97 close on 2026-09-22.
Upcoming catalysts & outlook
Next earnings
2026-11-03 (est.)
in 27 days
Thesis shift
Neutral / Mixed
bearish signal
Risk level
High
from change events

Frequently asked questions about KTOS

Why did Kratos Defense & Security Solutions, Inc. (KTOS) stock move?

KTOS rose 4.0% to $43.71. No single company-specific catalyst was confirmed during the move window, and it looks technical.

How much did KTOS stock rise?

KTOS gained 4.02% ($1.69) versus the prior close of $42.02, last trading at $43.71 on 1.2× average volume.

When is Kratos Defense & Security Solutions, Inc.'s next earnings date?

KTOS's next earnings report is estimated for 2026-11-03 — about 27 days away.

What is the analyst price target for KTOS?

The consensus analyst price target for KTOS is $93.50, about 113.9% above the current $43.71. Over the past 90 days, analysts recorded 1 upgrade, 7 maintains, and 0 downgrades.

How BestStocks tracks KTOS

This page is generated automatically by BestStocks' change-detection system after its price and volume cleared KTOS-specific materiality thresholds, triggering an evidence check. It draws on 20 tracked change events for KTOS, cross-checked against the data sources listed below. Price, volume, and market-capitalization figures are the live intraday quote as of October 7, 2026 and refresh as new information is detected; for companies with multiple share classes, market-cap figures can differ by data source. Analyst price targets and ratings are FMP consensus. This is an educational summary of what changed and why — not personalized investment advice.

Data sources
FMP real-time & historical price dataCompany news feedsFMP earnings & estimatesSEC EDGAR filingsAnalyst ratings & price targets (FMP)Earnings calendar (FMP)
Educational research tool — not personalized investment advice. Data may be delayed.