Kratos Defense and Security Solutions. Every tracked FinTwit mention of $KTOS, newest first. 97 mentions since the first on Jul 29, 2025. See the price chart.
June 2026 · 2 mentions
Jun 4
PhotonBull — Nice bounce on the markets so far today
Noticable strength in $IWM and especially space and defense which seems hopeful for a bounce in $EOS.AX tonight
$ONDS $ITA $RKLB $ASTS $AV…↗
Jun 3
InvestmentGuru — $JFB
The Hidden XTEND AI Defense & Drone Autonomy Opportunity
Here’s why investors are watching this story closely 👇
THE LEGACY BUSINESS
JFB Construction Holdings is a Florida-…↗
May 2026 · 41 mentions
May 31
Shay Boloor — THE AUTONOMY LAYER OF THE DEFENSE BUILDOUT
President Trump is pursuing funding deals with drone companies to boost domestic production & the market is starting to reprice unmanned…↗
May 29
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Dell $DELL says customer conversations around AI infrastructure are increasingly multi-year in nature,…↗
May 28
CK Capital — The Trump administration just confirmed it is in active talks to fund US drone companies.
The Pentagon has been in discussions for months. The WSJ broke it today.
$RCAT up massi…↗
BMSInvests — @MickeyStonk Feel like a kid in a candy shop.
$KTOS sub $60 too.↗
Apr 27
AlmaCap — Institutional risk capital is rotating out of defence/space (growth sectors) and into the AI semiconductor supply chain...
We have know the plays for months, institutions are foll…↗
Apr 27
The Claude Portfolio — New: On Friday, Claude bought the dip on defense stocks by adding Kratos Defense to the portfolio
It gave $KTOS a one month price target of $70.65
Today it's already up 4%
Here'…↗
Apr 26
Michael Sikand 🦑 — The defense trade is getting smoked.
$LMT is down 18% in 1M
$KTOS is down 19% in 1M
$RCAT is down 15% in 1M
My newest position $AVEX ripped to $41 Monday and closed at $29 on Fri…
March 2026 · 11 mentions
Mar 30
Jason Luongo — These stocks may be worth buying on future dips:
AI Compute: $NVDA $AMD $AVGO
AI Memory: $MU
AI Infrastructure: $IREN $NBIS $VRT
Networking: $MRVL $ANET $ALAB
Photonics: $AAOI $LI…↗
Mar 27
Space Investor — $RKLB / $KTOS: US State Department has approved a proposed sale to Japan of equipment and services to support its program to develop hypersonic weapons.
The US said Japan had requ…↗
Mar 26
Space Investor — $KTOS: Kratos announced today that it has been selected by the Naval Surface Warfare Center, Port Hueneme Division (NSWC PHD) for production and delivery of up to 36 Oriole™ solid…↗
Space Investor — $KTOS
In 2024 Kratos was awarded a $116.7 million prime contract for the Advanced Fire Control Ground Infrastructure (AFCGI) program.
AFCGI integrates advanced software, resilien…↗
Feb 25
Space Investor — $KTOS
Kratos announced today that it has been awarded a $61M modification to a previously awarded firm-fixed-price contract by the U.S. Navy. https://t.co/MD53omevX8↗
Feb 24
Space Investor — If you liked $KTOS at $120 last month, you should love it at $80 today.↗
Feb 23
Space Investor — $KTOS
Kratos today announced a joint U.S. Air Force contract for $12.4M to design a next generation engine for small Collaborative Combat Aircraft (CCA).
The initial phase of the…
January 2026 · 10 mentions
Jan 31
KawzInvests 🦑 — Anduril has one rule: move fast with American-made.
$PDYN (~$330M) is the only company listed in Anduril's Fury supply chain.
Out of every defense contractor in America, Anduril…↗
Jan 29
Michael Sikand 🦑 — I just got shivers down my spine.
Someone on FinX is posting daily about the next $PLTR years early.
Is It $IREN
Is It $ASTS
Is It $KTOS
I'm betting it's $KRKNF↗
Jan 23
Vulture trades 🦅 — I’ve only seen this setup once in 6 years.
The first time? $500 → $500,000 overnight.
The second? $300 → $300,000 in less than a day.
The third time is now.
Like + reply “$KTOS”…↗
KawzInvests 🦑 — Interesting ownership structure analysis here.
$KRKNF at 26% institutional ownership vs typical defense contractors at 60-80%. Trading at 33x EBITDA while $AVAV and $KTOS trade at…↗
Oct 9
Michael Sikand 🦑 — Autonomous defense stocks make so much sense rn
All the upside of AI.
Minus bubble risk.
Militaries will not stop this build-up cycle in a downturn.
The issue is names like $A…↗
Oct 6
Michael Sikand 🦑 — Kraken Robotics is profitable, growing at lightspeed, and no one knows about it.
Revenue growth of 65% CAGR 2020-2024.
High barriers to entry = gross margins 56%, net 20%
TTM P/…↗
August 2025 · 2 mentions
Aug 6
Space Investor — $RDW / $KTOS
A report from Fortune Business Insights said: "The military drone market size is projected to grow from 16.07 billion in 2024 to 47.16 billion by 2032, exhibiting a C…↗
Aug 4
Space Investor — Futures point green ahead of Monday’s open.
This follows a rough week where all three major indexes posted solid losses, snapping the market’s summer momentum.
Friday’s selloff c…↗
July 2025 · 1 mention
Jul 29
Space Investor — Interesting move by Ark Invest today, selling $RKLB & $KTOS to buy $LUNR
🤔 https://t.co/pI3yr4pts9↗
— Breaking: Claude called it
One month ago, Claude bought Kratos Defense because it believed the Pentagon would pivot into US based drone companies
Today, $KTOS is +14% on news of…
PhotonBull — Taps sign
Hope you listened
$ONDS $UMAC $AVAV $KTOS
Not a bad day for EU/US defense stocks
Let's see what Australia brings tonight for $EOS.AX↗
May 28
Shay Boloor — DRONE STOCKS ARE RIPPING TODAY
• $UMAC +48%
• $RCAT +25%
• $UAVS +21%
• $ONDS +20%
• $DPRO +18%
• $AVAV +17%
• $AIRO +16%
• $KTOS +14%
I called out earlier to the community that…↗
May 28
Dustin — Drone stocks popping on a WSJ report that the Trump Administration is in talks to fund U.S. drone companies $AVAV $ONDS $UMAC $RCAT $KTOS https://t.co/BaRLnxR11T↗
May 28
Jason Luongo — $KTOS - Kratos Defense (~$63)
Builds the XQ-58 Valkyrie autonomous combat drone. Marine Corps selected Kratos for its CCA program in Jan 2026, $231M contract. Airbus integrating V…↗
May 28
Michael | Hypermarkets — President Trump is now investing billions into drones.
He is replacing Chinese technology in military.
Here's 7 companies with 10x-20x probabilty:
1. $ONDS — Iron Drone Raider…↗
May 28
InvestmentGuru — Key drone stocks now on watch:
Defense & Tactical Drone Leaders
→ $AVAV — Switchblade, Puma, AI/autonomy expansion after BlueHalo acquisition
→ $KTOS — Multi-domain autonomous sys…↗
May 28
InvestmentGuru — The U.S. Drone Race Is Accelerating — And The Market Is Finally Paying Attention
Reports suggest the Trump administration is advancing financing talks with multiple drone companie…↗
May 28
PhotonBull — This guy called the defense bottom
My $ONDS calls should be having a good day
$AVEX $EOS.AX $KRKNF $PNG.V $AVAV $KTOS $MLRN https://t.co/ASLxhPJNqS↗
May 28
Dustin — IMHO - There will be a huge surge in all US drone related stocks today, similar to what we saw last week in quantum computing, w the same gov posturing.
$ONDS , $AVAV , $KTOS , $AV…↗
May 28
BMSInvests — I told you yesterday, the rotation will be legendary.
$ONDS $AVAV $KTOS $UMAC $RCAT↗
May 28
Shay Boloor — President Trump is pursuing funding deals with a group of drone companies to boost domestic production.
Another signal that U.S.-made drones are becoming a national security prior…↗
May 27
The Claude Portfolio — Update: Claude's top position is making a comeback
For the last 2 months, ServiceNow $NOW has seen some volatility, yet Claude has bought the dip through it all
The position is u…↗
May 27
BMSInvests — The rotation will be legendary.
$ONDS $RCAT $UMAC $AVAV $KTOS↗
May 26
Michael Sikand 🦑 — $KRKNF came surging from the deep today.
I still think it's one of the highest quality growth stocks you can own.
The valuation looks very attractive post Covelya and comes witho…↗
May 24
InvestmentGuru — THE THEMATIC WATCHLIST — 2025 EDITION
Every mega-trend. Every sector. One list.This is how I’m thinking about capital allocation across the next cycle 👇
AI
→ $GOOGL $PLTR $NVDA $…↗
May 23
Shay Boloor — 10 WAYS TO PLAY ROBOTICS IN 2026
1. $TSLA building one of the most vertically integrated humanoid stacks combining Optimus Gen 3 hardware, its in-house AI5 inference chip & same F…↗
Michael | Hypermarkets — Elon Musk read 5 books as a kid.
Then he spent 30 years building every single one of them for $TSLA $SPCX
Here's the CHEATCODE straight from Elon's books:
1. Foundation Series b…↗
May 20
Michael | Hypermarkets — The largest IPO in history is $SPCX on June 12th valued at $1.75 trillion.
Elon Musk says by 2030 regular people will be ultra-wealthy.
Here's 20 companies directly linked to SP…↗
May 19
The Claude Portfolio — 49 days ago we set Claude up with a brand new $50,000 stock portfolio
So far, it hasn't outperformed the market
Since inception:
SPY: +8.37%
Claude: 3.37%
It's picked a couple b…↗
May 16
Mike Investing — SpaceX $SPCX is officially set to go public on June 12.
This will be the largest IPO in history, & will cause a total reprice amongst the entire space sector.
These are the criti…↗
May 16
InvestmentGuru — SpaceX $SPCX IPO — June 12.
Biggest IPO in history. Know your map.
🛸 Launch
→ $RKLB $FLY
🛰️ Imaging
→ $PL $SATL $BKSY $SPIR $HAWK $GSAT
📡 Satellite Comms
→ $ASTS $IRDM $VSAT…↗
May 14
InvestmentGuru — Here are the robotics stocks grouped by segment
Robot Automation
$ROK – Rockwell Automation
$ZBRA – Zebra Technologies
$CGNX – Cognex
$PATH – UiPath
$PEGA – Pegasystems
Medical R…↗
May 13
Michael Sikand 🦑 — I need to talk about $KRKNF.
The small cap underwater drone stock supplying Anduril that launched my name on FinX is down 20% in a month.
From its ATH of $7.56 it's now down 30%.…↗
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utility
• $IREN $50
• $NBIS $133
• $CIFR $17
• $CRWV $103
AI Power
• $EOSE $7
• $BE $194
• $NVTS $13
• $VRT $258
AI Hardware
• $NVDA $17…↗
May 8
The Claude Portfolio — Breaking: Claude just made it's largest overhaul of the portfolio to date
Here's what it did with the $50,000 we gave it
1. Closed Nvidia position for a 5% gain
2. Closed Devon E…↗
May 8
Michael | Hypermarkets — The AI supercycle is year 3 of 15 only.
Pay attention, you're not late!
This is a buy-and-hold infrastructure cycle.
These are the catalyst for every layer:
PHASE 1 — COMPLETED…↗
May 7
Jason Luongo — 5. $KTOS - Kratos Defense
Q1 revenue $371M, beating guidance. Just raised full-year outlook to $1.7-1.76B with organic growth of 15-19%. The Valkyrie autonomous drone is the cente…↗
May 7
Michael | Hypermarkets — The AI supercycle is year 3 of 15. You're still super early!
Millionaires will be made by knowing whats coming and being patient. This is buy and hold market.
Pay attention, we j…↗
May 6
BMSInvests — @cRanberryFloss @itschrisray Nice day for $AVAV for sure.
Need to listen to the $KTOS call tomorrow but the top level numbers look good! You got a position in $KTOS too?↗
Shay Boloor — $KTOS Q1 EARNINGS
• Revenue $371M vs Est. $340M
• EPS $0.16 vs. Est. $0.13
• EBITDA $39M vs Est. $29M
• Gross Margin 40% vs. Est. 40%
Q2 Guidance
• Revenue $405M vs Est. $410M
•…↗
May 5
BMSInvests — Great day to buy drone stocks.
$ONDS $AVAV $KTOS↗
May 1
BMSInvests — @itschrisray Think I’d only start a position in one.
Been leaning more toward $KTOS but $AVAV new layered CUAS has intrigued me.↗
May 1
BMSInvests — $AVAV & $KTOS looking like decent buys here IMO.
Tempted.↗
May 1
The Claude Portfolio — Breaking: Claude just bought a new stock and it's already up 8%
Earlier this morning, Claude took our $50,000 and opened a brand new position in Ardelyx $ARDX
Here's it's reason…↗
The Claude Portfolio — The Claude Autonomous Agents have officially arrived.
Three weeks ago we gave them a brand new $50,000 portfolio to see how well they do at investing in stocks.
Their goal is to…↗
Apr 24
Mike Investing — Earlier this week the Pentagon announced a $1.5T Defense budget…
Here are the top 10 Biggest Winners:
1. $PLTR ~ Palantir
2. $ONDS ~ Ondas
3. $RKLB ~ Rocket Lab
4. $ASTS ~ AST S…↗
Apr 23
Michael Sikand 🦑 — The market still sees $FLY as a space stock.
I see it as an orbital defense powerhouse with a lunar economy and launch lottery ticket.
I've been geeking on defense since the $1.5…↗
Apr 23
BMSInvests — $KTOS Unmanned Aerial Systems Inc., Sacramento, California, is awarded a $10,816,371 firm-fixed-price, indefinite-delivery/indefinite-quantity contract for the procurement of BQM-1…↗
Apr 20
Michael Sikand 🦑 — I just put 20% of my $6,200,000 @joinautopilot fund in one stock.
$AVEX is a newly IPO'd drone stock with a vast battle tested portfolio, a vertically integrated software platform…↗
Apr 20
Michael Sikand 🦑 — $AVEX - This $3.6B Anduril competitor could be the next 5x drone stock.
Calling it at $34/share as the most asymmetrical defense stock since $KRKNF.
AEVEX went public on the NYS…↗
Apr 16
AlmaCap — Burger Labs - $RKLB or $FLY?
> $RKLB trades at ~48x forward revenue for a 38% growth satellite manufacturing company with a bolt-on launch business.
> $FLY trades at ~16x forwar…↗
Apr 14
InvestmentGuru — 25 Growth Stocks Poised to Be Big Winners -
$IREN – AI infrastructure backbone
$IONQ – quantum computing leader
$RKLB – next-gen aerospace launch
$ASTS – space-based connectivity…↗
Apr 12
Black Panther Capital — Wall Street talks about the hyperscalers: $AMZN, $GOOG, $META, $MSFT. That is where the headlines are.
But the money flows through the supply chain. Capex is tracking above $1 tri…↗
Apr 3
Frenchie — 🚨 Coup dur pour l’aviation US
Depuis la guerre du Vietnam, aucun conflit n’avait généré un rythme de pertes aussi élevé pour l’aviation de chasse américaine
2 avions de combat e…↗
— $KTOS: Kratos scores $447M Space Force award for missile tracking ground system
The Space Force now is planning a "base" constellation of about 30 Resilient MWT MEO satellites. Th…
Vulture trades 🦅 — I’ve only seen this setup once in 6 years.
The first time? $500 → $500,000 overnight.
The second? $300 → $300,000 in less than a day.
The third time is now.
Like + reply “$KTOS”…↗
Mar 16
Wayne Liang — I've made millions trading themes. You may lose some trades, just make sure the wins make up for it.
Since I shared my list:
$ONDS +3.47%
$OSS +26.88%
$AVAV -16.36%
$KRMN +14.6%…↗
Mar 11
Space Investor — $RKLB / $KTOS
The Global Hypersonic Weapons, Missiles, and Glide Vehicles Market is projected to grow at a CAGR of around 12.89% during 2026–2032.
This growth is primarily driven…↗
Mar 11
Michael Sikand 🦑 — Naval mines are genuinley terrifying.
They are the definition of asymmetric warfare.
A few thousand dollars of explosives thrown into a critical shipping lane...
And you've got…↗
Mar 4
Michael Sikand 🦑 — $KRKNF / $PNG.V opening red today and I am adding.
The sell off is mild and shows investors overall LIKE this Covelya deal.
And they should.
Kraken diluted shareholders by ~20…↗
Mar 2
Wayne Liang — As promised, here's my watchlist of Defense related tickers. I highly suggest keeping an eye on them tomorrow:
$ONDS
$OSS
$AVAV
$KRMN
$RCAT
$UMAC
$KRKNF
$KTOS
The US/Israel-Iran…↗
Mar 1
Mike Investing — The war between the U.S. & Iran has officially begun, and as a result war stocks will rise heavily.
If you aren’t invested into these picks by now then you’ll soon be left behind:…↗
Mike Investing — The President, White House, & even Sec of War have been quite literally telling you what to buy…
The next sector to see euphoric upside will be Drone technology.
These names…↗
Feb 18
Wayne Liang — This is only the beginning.
$ONDS
$KRMN
$RCAT
$UMAC
$KTOS
And more. https://t.co/Tm52es2sjQ↗
Feb 18
Space Investor — $KTOS
Kratos has been awarded a contract through the Department of War’s Joint Hypersonics Transition Office to support test and evaluation of thermal protection systems for hyper…↗
Feb 18
Space Investor — $KTOS
UBS initiated coverage of Kratos Defense with a Neutral rating and $79 price target. https://t.co/VfmVYuJiWX↗
Feb 17
Space Investor — $KTOS
Airbus Defence and Space has awarded Kratos a contract to deliver a ground segment for its customer Space Communication Technologies (SCT) SPC to support the OmanSat-1 softw…↗
Feb 10
Space Investor — $KTOS
Kratos announced today that it has been selected to participate in the initial Phase 1 Gauntlet for the Office of the Secretary of War’s Drone Dominance Program.
This oppo…↗
Feb 5
Space Investor — $KTOS
Kratos today announced the successful test of the integrated Mighty Hornet IV Attack UAV, a revolutionary transformation of the MQM-178 Firejet target drone.
This is a spri…↗
Feb 3
Space Investor — $KTOS
Kratos has been awarded contracts valued in total at approximately $65 million to design, develop and deliver simulators and other solutions for warfighter training supporti…↗
Feb 2
The Future Investors — The first month of 2026 is over. Here are the 25 stocks with the strongest start 📈👇
1. $SDNK | Sandisk - 156.7%
2. $BE | Bloom Energy - 74.2%
3. $FLNC | Fluence Energy - 55.6%
4…↗
— I sold both $RKLB and $ASTS in the $70s after a great run. I am very happy with the outcome and still love both companies.
I’ve done the same before:
Sold:
$OKLO at $8
$PLTR at $…
Mike Investing — 2026 is your turn to become a millionaire…
Last year there was many generational opportunities like:
~ $AMD at $76 & ran to $267+
~ $TSLA at $210 & ran to $499+
~ $HOOD at $29…↗
Jan 18
The Future Investors — 𝗧𝗵𝗲 𝗦𝘁𝗼𝗰𝗸 𝗕𝗮𝘁𝘁𝗹𝗲 - 𝗥𝗼𝘂𝗻𝗱 𝟵𝟱
This week: a new battle is coming 🔥
Which clash do you want to see next? Pick your battle ⚔️👇
💾 $MU vs $HXSCL
🏛️ $BRK.B vs $B…↗
Jan 18
Michael Sikand 🦑 — Good morning, need a wake up call?
TTM P/E Ratio Of Popular Drone Stocks
$KTOS 985
$ONDS -34.5
$AVAV -207
$KRKNF 122
Now please point out to me which on the list is a criti…↗
Jan 12
Vulture trades 🦅 — I’ve only seen this setup twice in 6 years.
The first time? $500 → $500,000 overnight.
The second? $300 → $300,000 in less than a day.
The third time is now.
Like + reply “$KTOS…↗
Jan 9
Vulture trades 🦅 — I’ve only seen this setup twice in my 6 year trading career.
Round one: $500 → $500,000 (overnight)
Round two: $300 → $300,000 (<24h)
Now the third setup is live.
Like + repl…↗
Jan 6
Vulture trades 🦅 — I’ve only seen this setup twice in 6 years.
The first time? $500 → $500,000 overnight.
The second? $300 → $300,000 in less than a day.
The third time is now.
Like + reply “$KTOS…↗