Leader in affordable, high-performance unmanned aerial systems (drones), space/satellite communications, and hypersonic technologies, aligned with modern defense priorities. [3, 45]
Research snapshot · 7/1/26
KTOSKratos Defense & Security Solutions, Inc.
Counter-UAS - attritable drones
Open KTOS in Robinhood ↗Conviction●●●○○3 of 5
Research target85Snapshot target
Thesis statusWEAKENEDLast reviewed 7/1/26
Market cap10.67BSnapshot value
Scaling production of key platforms like the XQ-58 Valkyrie, securing high-rate production contracts, and expanding its hypersonic and space-related businesses. [42, 48, 49]
CCA program cancellation/descope; KTOS loses engine certification; DoD budget sequester
X: bullish, XQ-58 USMC selection + turbine moat cited by defense analysts
Snapshot · 7/1/26🟢 Lean-Bull · ins-$5.7M · 13F 17+/7- · short↓0.21
Snapshot · 7/1/26