Kratos Defense & Security Market Sentiment

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Kratos Defense & Security Solutions Inc

KTOSNASDAQ

Trade with Public

$40.16

-0.26-0.64%

Last update: Oct 16, 7:59 PM

$40.16

-0.26-0.64%

Overview News Earnings Forecast Events Price Targets FinancialsSentimentOwnership Compare Options Stock Report

Kratos Defense & Security Market Sentiment - Benzinga

Kratos Defense & Security Market Sentiment

Market sentiment signals for Kratos Defense & Security (KTOS): analyst consensus, short interest, options flow and insider activity.

Key Signals

Analyst Consensus▲ Buy

Short Interest▲ 6.0% short float

Options Flow▲ 0.19 P/C ratio

Insider Activity▼ Net Seller (30d)

Analyst Consensus

Buy

27 analysts

Options Flow (P/C)

0.19

More calls — Bullish

14,268 calls · 2,724 puts

Avg Consensus PT

$86

+114.4%

Highest Price Target

$135

+236.2%

Canaccord Genuity

Lowest Price Target

$27

-32.8%

Raymond James

Short Interest

6.0%

Declining — Bullish

Insider Activity (30d)

Net Seller

Short Interest — % of Float

Recent Analyst Actions

Date	Firm	Analyst & Accuracy	Upside / Downside	PT Change	Action	Rating
Oct 16, 2026	Macquarie	Marni Lysaght—	+74.3%	$70	Initiate	Outperform
Oct 12, 2026	Goldman Sachs	Noah Poponak—	+91.7%	$88 → $77	Maintained	Buy
Oct 9, 2026	Barclays	Anthony Valentini—	+124.1%	$90	Initiate	Overweight
Oct 6, 2026	Rothschild & Co	——	+74.3%	$70	Initiate	Buy
Oct 1, 2026	Jefferies	Sheila Kahyaoglu—	+69.3%	$80 → $68	Maintained	Buy
Sep 15, 2026	Guggenheim	Michael Ciarmoli—	+84.3%	$74	Initiate	Buy
Aug 13, 2026	Truist Securities	Michael Ciarmoli—	+159.0%	$135 → $104	Maintained	Buy
Aug 6, 2026	Canaccord Genuity	Austin Moeller—	+236.2%	$130 → $135	Maintained	Buy
Aug 6, 2026	Stifel	Jonathan Siegmann—	+186.4%	$134 → $115	Maintained	Buy
Aug 5, 2026	BTIG	Andre Madrid—	+159.0%	$100 → $104	Maintained	Buy
Aug 5, 2026	Piper Sandler	Clarke Jeffries—	+86.8%	$75 → $75	Upgrade	Neutral→Overweight
Aug 4, 2026	Cantor Fitzgerald	Colin Canfield—	+149.0%	$115 → $100	Maintained	Overweight
Jul 14, 2026	Goldman Sachs	Noah Poponak—	+121.6%	$100 → $89	Maintained	Buy
Jul 8, 2026	Jefferies	Sheila Kahyaoglu—	+99.2%	$80 → $80	Maintained	Buy
Jul 1, 2026	Wedbush	Sam Brandeis—	+111.7%	$85	Initiate	Outperform
Jun 12, 2026	JP Morgan	Seth Seifman—	+104.2%	$99 → $82	Upgrade	Neutral→Overweight
May 8, 2026	Citizens	Trevor Walsh—	+161.5%	$125 → $105	Maintained	Market Outperform
May 7, 2026	Canaccord Genuity	Austin Moeller—	+223.7%	$125 → $130	Maintained	Buy
May 7, 2026	BNP Paribas	Matt Akers—	+111.7%	$80 → $85	Maintained	Neutral
May 7, 2026	RBC Capital	Ken Herbert—	+99.2%	$100 → $80	Maintained	Outperform
May 7, 2026	BTIG	Andre Madrid—	+149.0%	$115 → $100	Maintained	Buy
May 7, 2026	Piper Sandler	Clarke Jeffries—	+86.8%	$99 → $75	Maintained	Neutral
Apr 6, 2026	Jefferies	Sheila Kahyaoglu—	+111.7%	$85	Upgrade	Hold→Buy
Feb 24, 2026	Canaccord Genuity	Austin Moeller—	+211.3%	$120 → $125	Maintained	Buy
Feb 24, 2026	BTIG	Andre Madrid—	+186.4%	$95 → $115	Maintained	Buy