KTOS
KTOS
NASDAQ · Aerospace & Defense

Kratos Defense & Security

$60.77
+3.36 (+5.85%)
As of Aug 8, 1:11 AM ET ·
KTOS News30 articles
Ondas Secures $50M Army Order, Shares Flat as Investors Eye Execution
Ondas (ONDS) secured a $50M Army order, nearly matching its 2025 revenue forecast, yet shares barely moved as investors await proof of revenue conversion.
Earnings
Kratos Surges on Q2 Beat, Government Solutions Drive Growth
Kratos shares jumped 10.8% premarket after Q2 revenue beat, led by Government Solutions growth. The company raised its FY2026 revenue outlook.
Earnings
Ondas Surges $781M in Two Days Ahead of Q2 Report
Ondas Inc. (ONDS) added $781M in market cap over two days, fueled by the appointment of ex-Mossad chief David Barnea, ahead of its Q2 earnings on August 13.
Earnings
Ondas Surges Past Annual Revenue Goal in Market Value After Barnea Hire
Ondas (ONDS) shares jumped 14% since Friday, adding $611M in market value after naming ex-Mossad chief David Barnea to lead defense unit, surpassing its 2026 revenue goal.
Markets
Ondas Stock Holds Near $7.50 as High Short Interest Puts Focus on Q2 Report
Ondas (ONDS) stock holds near $7.50 with short interest at 43.9% of float. Q2 earnings due Aug 13 will test the company's ability to accelerate revenue toward a $525 million annual target.
Earnings
Ondas Faces Steep Revenue Climb After Volatile Week
Ondas Inc. (ONDS) closed down 4% last week at $7.49. The company must average $158.3 million in quarterly revenue for Q2-Q4 to meet its $525 million 2026 target.
Earnings
Ondas Shares Surge 11% as BlackRock Stake Diluted by DZYNE Deal
Ondas shares climbed 11.47% to $7.58 as BlackRock's stake fell to 6.69% post-DZYNE issuance. The company must triple quarterly revenue to hit 2026 targets.
Markets
Ondas Surges 9% as DZYNE Issuance Reshapes BlackRock's Stake
Ondas (ONDS) climbed 9.5% to $7.45 after DZYNE's issuance changed BlackRock's disclosed stake. The company aims for $525M in 2026 sales, with Q2 earnings due Aug 13.
Markets
Rocket Lab Stock Jumps on $266M Air Force Deal, But Funding Details Matter
Rocket Lab shares climbed in premarket after a $266 million Air Force contract, but just $112 million is funded upfront. The deal includes 12 base launches and six options.
Markets
Ondas Stock Surges 11.5% as Market Value Gain Dwarfs $6.9M Order
Ondas Inc. (ONDS) shares surged 11.5%, adding $450M in market cap—65x the $6.9M Australian defense order. The gain reflects DZYNE validation, not just revenue.
Markets
Ondas Shares Surge 5% on $6.9M Australian Counter-Drone Order
Ondas shares rose 5.3% on a $6.9 million Australian counter-drone contract, adding $197 million in market cap—28.5 times the deal value.
Markets
Ondas Shares Drop 10% as DZYNE Stock Delivery Looms
Ondas shares slid 10.1% last week to $6.53, as the market eyes a 45 million-share DZYNE delivery in January that will expand the share count by 7.9%.
Markets
Ondas Shares Dip Cuts DZYNE Acquisition Value by $84M
Ondas Inc. (ONDS) shares dropped 12.4% below the stock portion's embedded value in its DZYNE Technologies acquisition, cutting the deal's implied market value by $84 million.
Markets
Ondas Shares Dip 2.3%, DZYNE Deal Value Falls $73 Million on Market Slide
Ondas Inc. shares fell 2.3% to $7.09, cutting the value of shares issued to DZYNE sellers by $73 million. The deal's equity valuation now stands at 8.3x projected 2026 revenue.
Markets
Ondas Shares Dip Below DZYNE Deal Value, Dilution Concerns Loom
Ondas shares closed at $7.26, $58M below the DZYNE deal value, with 85 million new shares due, sparking dilution fears and underperformance vs Nasdaq.
Markets
Ondas Shares Surge 4.1% as Post-DZYNE Equity Value Hits $4.7 Billion
Ondas stock rose 4.1% to $7.65, with equity value reaching $4.7 billion after the DZYNE acquisition. The forward sales multiple is 9x the 2026 revenue target.
Markets
Ondas Lifts 2026 Revenue Target to $525M on DZYNE Deal; Stock Under Pressure
Ondas Holdings lifts 2026 revenue outlook to at least $525M following the DZYNE acquisition, but stock supply and short interest keep shares volatile.
Markets
Kratos Shares Rise as Drone Backlog Share Declines, Broader Defense Mix Strengthens
Kratos shares gained 4.6% amid a drone stock rally, but its backlog mix is shifting away from unmanned systems, highlighting a broader defense portfolio.
Markets
Ondas Rises Despite Resale Overhang, Defense Orders Fuel Rally
Ondas Inc. (ONDS) shares rose 3.4% on Tuesday, supported by strong defense order momentum that outweighs a new 3.38 million share resale filing.
Markets
AeroVironment Shares Slide on Restatement, SCAR Backlog Concerns
AeroVironment shares plunged 10.8% after an amended 10-Q showed a larger net loss and that $1.49 billion in SCAR options are no longer expected, sparking concerns over backlog quality.
Analysis
Ondas Stock Dips Despite $40M Defense Orders Amid Resale Filing Concerns
Ondas (ONDS) dropped 1.9% to $9.09 as a resale filing for 3.13 million shares, related to the Omnisys acquisition, overshadowed $40M in defense orders.
Markets
Ondas Secures $110M in Q2 Orders, Dilution Concerns Persist
Ondas Inc. has secured over $110 million in Q2 orders, driven by defense and autonomous systems demand. However, dilution risks from a higher share count and resale filings continue to pressure the stock.
Markets
Red Cat Soars 32% on Maritime Drone Production Plans and Sector-Wide Rally
Red Cat shares jumped 32% to $14.15 in after-hours trading Thursday, driven by news of full-rate production for its Blue Ops maritime drone and a broader rally in drone stocks.
Markets
AeroVironment Shares Surge on Drone Funding Hopes and Air Force Deal
AeroVironment shares surged over 17% on a $20 million Air Force contract and speculation of U.S. government funding for domestic drone producers, lifting the sector.
Markets
Pentagon Drone Budget Surge Lifts Unusual Machines, Defense Tech Stocks
Unusual Machines stock jumped 39% premarket after the WSJ reported the Trump administration is in talks to fund US drone companies, as the Pentagon's 2027 budget proposes $74 billion for drone tech.
Markets
Kratos Shares Surge on Hopes of US Drone Funding
Kratos shares jumped 11.2% premarket after reports of possible US government funding for domestic drone makers. The stock closed at $57.30 on Wednesday.
Markets
Wall Street Futures Slide as Iran Tensions Rattle Markets
U.S. stock futures declined Thursday as escalating U.S.-Iran tensions lifted oil prices, pulling Wall Street from record highs ahead of key PCE inflation data.
Markets
Ondas Stock Climbs Ahead of Crucial Vote on Share Increase
Ondas shares climbed to $10.10 in premarket trading Wednesday ahead of a shareholder vote on raising authorized shares and expanding the stock plan.
Markets
GE Wins Air Force Contract for Drone Engine, Shares Climb
GE Aerospace has been awarded a U.S. Air Force contract for its GE426 engine, moving into preliminary design review for autonomous combat aircraft. Shares rose 2.8%.
Technology
Redwire Surges on Army and NATO Drone Deals, Testing Defense Shift
Redwire shares surged 17.5% premarket Tuesday after announcing a $15M Army Stalker drone order and a high eight-figure NATO Penguin Mk3 contract, fueling defense sector speculation.
Markets