KTOS
NASDAQ · Aerospace & Defense
Kratos Defense & Security
$48.59
+1.13 (+2.38%)
KTOS News30 articles
Ondas Stock Gains 8.1% as Q4 Revenue Target Looms Large
Ondas shares jumped 8.1% Wednesday, but achieving the midpoint of its 2026 revenue guidance requires a massive Q4 ramp. Analysts question delivery timing and cash burn.
Ondas Stock Climbs 0.7% on $33M Aran Defense Buy; Valuation Gap Narrows
Ondas (ONDS) gained 0.7% after announcing a $33 million acquisition of Aran Defense, valuing the target at 1.3x projected 2026 revenue. The deal expands manufacturing but adds integration risk.
Drone Stocks Surge as Tariffs Favor Niche U.S. Manufacturers
U.S. drone stocks rallied in premarket trading Friday after new tariffs on imported drones were announced. Smaller pure-play firms like Unusual Machines and Red Cat outpaced larger defense contractors.
Ondas Stock Surges 22% as $406M H2 Revenue Hurdle Looms
Ondas (ONDS) shares surged 21.6% last week, but the company must deliver over $406 million in H2 revenue to hit its 2026 target. Q2 earnings Thursday will be pivotal.
Ondas Shares Rally 22% as Q2 Earnings Loom, Revenue Hurdle Awaits
Ondas (ONDS) shares surged 21.6% this week to $9.11 as investors eye Thursday's Q2 report. The company faces a steep revenue challenge: hitting its $525M target requires nearly triple current quarterly sales.
AeroVironment Shares Jump 25% on $400M Army Laser Deal
AeroVironment (AVAV) shares rallied 25% this week following reports of a $400 million Army order for LOCUST laser systems, adding $790 million in market value.
Ondas Stock Soars 22% Weekly; Q2 Earnings in Focus
Ondas (ONDS) shares climbed 21.6% last week to $9.11, buoyed by defense contracts. All eyes now turn to Q2 earnings due Thursday, with analysts projecting $67.97M revenue.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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%.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.