Oppenheimer Initiates KTOS at Outperform
Key Points
- Oppenheimer initiated coverage on Kratos Defense & Security Solutions, Inc. with an Outperform rating and a $50.00 price target on October 22, 2026.
- Oppenheimer's $50 price target implies 32.68% upside from Kratos Defense & Security Solutions, Inc.'s ($KTOS) current $37.69 share price.
- The company recently traded around $37.69, sitting near its 52-week low of $37.84.
- The broader analyst community maintains a strong buy consensus with a mean price target of $96.88 ahead of earnings on November 3, 2026.
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On October 22, 2026, Oppenheimer issued coverage on Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS) with an Outperform rating and a $50.00 price target. The research note provides a fresh look at the aerospace and defense firm as Wall Street evaluates its growth path.
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Kratos Defense & Security Solutions, Inc.
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Oppenheimer's Call on Kratos Defense
In a research note on October 22, 2026, Oppenheimer initiated coverage on the stock with an Outperform rating and a $50.00 price target. The firm established a fresh target for the defense contractor without a prior price target.
Other Institutional Activity in Kratos Defense
First Trust Advisors LP grew its holdings by 3,314,284 shares, ending with 6,016,073 shares worth about $226,986,431.0. ARK Investment Management, LLC grew its holdings by 1,181,408 shares, ending with 4,672,566 shares worth about $176,295,913.0. Hood River Capital Management LLC grew its holdings by 423,195 shares, ending with 3,137,727 shares worth about $118,386,438.0. Van Eck Associates Corporation reduced its holdings by 114,764 shares, ending with 2,978,610 shares worth about $112,382,953.0.
Kratos Defense & Security Solutions, Inc. Stock Down 3.3%
Kratos Defense & Security Solutions, Inc. recently traded around $37.69 on October 22, 2026, closing that session at $37.73. The shares trade near the 52-week low of $37.84, down significantly from the 52-week high of $134.00. The stock trades below its 50-day moving average of $48.13 and its 200-day moving average of $66.55.
$KTOS price target
Kratos Defense & Security Solutions, Inc. daily closes and this analyst's $50 target. Not advice.
Recent Earnings
Kratos reported trailing twelve-month revenue of $1,522,499,968.0 with earnings of $0.17 per share. The company posted year-over-year revenue growth of 30.5%, alongside a net margin of 2.0% and a return on equity of 1.1%. The next earnings report is scheduled for November 3, 2026.
Insider Buying and Selling at Kratos Defense & Security Solutions, Inc.
Four insider transactions occurred recently, including sales by Officer Phillip D. Carrai, General Counsel Marie C. Mendoza, and Chief Financial Officer Deanna Hom Lund.
Analysts Set New Price Targets
Several firms updated their views on the stock prior to this call, including Barclays, Goldman Sachs, Macquarie, and Citizens. The stock holds a strong buy consensus across twenty-four analyst opinions.
About Kratos Defense
Headquartered in San Diego, California, Kratos Defense & Security Solutions, Inc. operates as a technology company serving defense, national security, and commercial markets. The firm focuses on specialized hardware, unmanned systems, and government solutions.
Bottom Line
Investors will look toward the upcoming earnings release on November 3, 2026, for further updates on the company's financial trajectory. Analyst ratings continue to shape market sentiment around the defense contractor.
Related Filing Alerts
Source: Oppenheimer's rating change on $KTOS (Oct 22, 2026). Written by software, not financial advice. How we make alerts