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:

• 10/12/2026 – Kratos Defense & Security Solutions had its price target lowered by The Goldman Sachs Group, Inc. from $88.00 to $77.00. They now have a “buy” rating on the stock.
• 10/9/2026 – Kratos Defense & Security Solutions is now covered by Barclays PLC. They set an “overweight” rating and a $90.00 price target on the stock.
• 10/8/2026 – Kratos Defense & Security Solutions is now covered by Barclays PLC. They set an “overweight” rating and a $90.00 price target on the stock.
• 10/8/2026 – Kratos Defense & Security Solutions was upgraded by BNP Paribas Exane from “neutral” to “outperform”.
• 10/6/2026 – Kratos Defense & Security Solutions is now covered by Rothschild & Co Redburn. They set a “buy” rating and a $70.00 price target on the stock.
• 10/6/2026 – Kratos Defense & Security Solutions is now covered by Rothschild & Co Redburn. They set a “buy” rating and a $70.00 price target on the stock.
• 9/30/2026 – Kratos Defense & Security Solutions had its price target lowered by Jefferies Financial Group Inc. from $80.00 to $68.00. They now have a “buy” rating on the stock.
• 9/30/2026 – Kratos Defense & Security Solutions had its price target lowered by Jefferies Financial Group Inc. from $80.00 to $68.00. They now have a “buy” rating on the stock.
• 9/14/2026 – Kratos Defense & Security Solutions is now covered by Guggenheim. They set a “buy” rating and a $74.00 price target on the stock.
• 9/14/2026 – Kratos Defense & Security Solutions was upgraded by Guggenheim to “strong-buy”.

Insider Transactions at Kratos Defense & Security Solutions

In related news, Director Scot Jarvis sold 10,000 shares of the stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $63.50, for a total transaction of $635,000.00. Following the completion of the transaction, the director owned 65,123 shares of the company’s stock, valued at approximately $4,135,310.50. This trade represents a 13.31% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Phillip D. Carrai sold 26,500 shares of Kratos Defense & Security Solutions stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $63.25, for a total transaction of $1,676,125.00. Following the completion of the sale, the insider owned 182,084 shares of the company’s stock, valued at $11,516,813. This trade represents a 12.70% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 375,513 shares of company stock worth $23,597,752. 1.50% of the stock is owned by company insiders.

Kratos Defense & Security Solutions, Inc is a technology company that develops products and systems for national security, defense, and commercial applications. Its offerings support unmanned systems, satellite communications, space operations, missile defense, hypersonic programs, launch systems, and command, control, communications, computers, intelligence, surveillance, and reconnaissance (C5ISR) missions.

The company provides unmanned aerial, ground, and maritime systems, including target drones and other autonomous platforms used for testing, training, and operational missions.