What is Noble Financial’s Estimate for KTOS Q2 Earnings?

Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) – Research analysts at Noble Financial decreased their Q2 2026 earnings per share (EPS) estimates for Kratos Defense & Security Solutions in a note issued to investors on Friday, March 20th. Noble Financial analyst J. Gomes now expects that the aerospace company will earn $0.09 per share for the quarter, down from their prior estimate of $0.10. Noble Financial currently has a “Outperform” rating on the stock. The consensus estimate for Kratos Defense & Security Solutions’ current full-year earnings is $0.31 per share.

Several other analysts have also weighed in on the stock. B. Riley Financial lifted their target price on shares of Kratos Defense & Security Solutions from $105.00 to $128.00 and gave the company a “buy” rating in a research report on Friday, January 9th. BTIG Research increased their price target on shares of Kratos Defense & Security Solutions from $95.00 to $115.00 and gave the stock a “buy” rating in a research report on Tuesday, February 24th. KeyCorp raised their price target on shares of Kratos Defense & Security Solutions from $90.00 to $130.00 and gave the stock an “overweight” rating in a research note on Wednesday, January 28th. Truist Financial set a $135.00 price objective on Kratos Defense & Security Solutions in a report on Friday, January 9th. Finally, The Goldman Sachs Group upped their price objective on Kratos Defense & Security Solutions from $93.00 to $125.00 and gave the company a “buy” rating in a research note on Tuesday, January 20th. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $98.28.

Kratos Defense & Security Solutions Trading Down 8.8%

Shares of KTOS stock opened at $84.62 on Monday. Kratos Defense & Security Solutions has a 52-week low of $25.78 and a 52-week high of $134.00. The stock has a market cap of $15.80 billion, a price-to-earnings ratio of 650.97 and a beta of 1.12. The company has a debt-to-equity ratio of 0.05, a quick ratio of 3.46 and a current ratio of 4.06. The firm has a fifty day moving average of $99.48 and a 200-day moving average of $87.71.

Kratos Defense & Security Solutions (NASDAQ:KTOS) last issued its earnings results on Monday, February 23rd. The aerospace company reported $0.18 EPS for the quarter, topping the consensus estimate of $0.14 by $0.04. Kratos Defense & Security Solutions had a return on equity of 3.34% and a net margin of 1.63%.The firm had revenue of $345.10 million during the quarter, compared to analysts’ expectations of $327.51 million. During the same period last year, the business earned $0.13 earnings per share. Kratos Defense & Security Solutions’s quarterly revenue was up 21.9% compared to the same quarter last year.

Institutional Trading of Kratos Defense & Security Solutions

Several hedge funds have recently modified their holdings of the company. Mcguire Capital Advisors Inc. bought a new position in shares of Kratos Defense & Security Solutions in the fourth quarter valued at approximately $25,000. Atlantic Union Bankshares Corp grew its position in Kratos Defense & Security Solutions by 7,600.0% during the 4th quarter. Atlantic Union Bankshares Corp now owns 385 shares of the aerospace company’s stock worth $29,000 after acquiring an additional 380 shares during the last quarter. TD Waterhouse Canada Inc. acquired a new stake in Kratos Defense & Security Solutions during the 2nd quarter valued at $30,000. Rakuten Securities Inc. acquired a new stake in Kratos Defense & Security Solutions during the 2nd quarter valued at $31,000. Finally, Bayforest Capital Ltd bought a new position in Kratos Defense & Security Solutions in the 3rd quarter valued at $32,000. Institutional investors and hedge funds own 75.92% of the company’s stock.

Insider Buying and Selling

In related news, VP De Burgreen Maria Cervantes sold 6,270 shares of Kratos Defense & Security Solutions stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $89.29, for a total transaction of $559,848.30. Following the completion of the transaction, the vice president directly owned 59,369 shares of the company’s stock, valued at $5,301,058.01. This trade represents a 9.55% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Phillip D. Carrai sold 6,500 shares of the business’s stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $89.07, for a total transaction of $578,955.00. Following the completion of the transaction, the insider owned 234,292 shares in the company, valued at approximately $20,868,388.44. This trade represents a 2.70% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 371,500 shares of company stock worth $34,664,848 in the last three months. Company insiders own 2.37% of the company’s stock.

Key Kratos Defense & Security Solutions News

Here are the key news stories impacting Kratos Defense & Security Solutions this week:

• Positive Sentiment: Large government awards: Kratos won a $446M Space Force contract for missile‑tracking ground systems, a multi‑hundred‑million dollar win that supports near‑term revenue visibility in missile defense programs. Kratos wins $446 million Space Force contract for missile-tracking ground systems
• Positive Sentiment: Hypersonics backlog: Kratos is the MACH‑TB 2.0 Task Area 1 prime supporting Rocket Lab’s 20‑flight HASTE hypersonic award, which bolsters Kratos’ hypersonics pipeline and recurring high‑priority defense work. Rocket Lab Secures $190M Contract for 20x HASTE Launches
• Positive Sentiment: Recent results and analyst support: Q4 beat (EPS and revenue) and raised price targets from some brokers have sustained a bullish narrative around Kratos’ growth in unmanned systems and hypersonics. How The Kratos Defense (KTOS) Investment Story Is Shifting
• Neutral Sentiment: Sector tailwinds: Drone‑focused ETFs and broader defense demand (Middle East tensions, hypersonics interest) are lifting investor interest in UAV/hypersonic suppliers, a contextual positive that doesn’t guarantee company‑specific upside. Beyond Defense: Drone ETFs Flying High Amid the Middle East Crisis
• Negative Sentiment: Concentrated insider selling: Several officers and a director executed sizable share sales in mid‑March (including a VP, SVP and a director), which likely amplified near‑term selling pressure and signaled liquidity‑taking. Kratos Defense Insider Buying and Selling
• Negative Sentiment: Reported operational/partner issue: Coverage flagged “bad news from Red Cat” as a proximate cause for an intraday drop, suggesting partner/program noise that may concern short‑term traders. Why Kratos Defense Stock Dropped Today
• Negative Sentiment: Valuation risk: KTOS trades at a premium multiple; any execution miss, slower contract conversion, or weaker guidance could produce outsized downside versus peers.

About Kratos Defense & Security Solutions

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.