Gerber Kawasaki Wealth & Investment Management Buys 24,430 Shares of Kratos Defense & Security Solutions, Inc. $KTOS

Gerber Kawasaki Wealth & Investment Management increased its stake in Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) by 35.9% in the third quarter, Holdings Channel.com reports. The firm owned 92,535 shares of the aerospace company’s stock after purchasing an additional 24,430 shares during the quarter. Gerber Kawasaki Wealth & Investment Management’s holdings in Kratos Defense & Security Solutions were worth $8,455,000 as of its most recent SEC filing.

A number of other large investors have also recently added to or reduced their stakes in KTOS. TD Waterhouse Canada Inc. acquired a new stake in shares of Kratos Defense & Security Solutions in the 2nd quarter valued at about $30,000. Rakuten Securities Inc. bought a new stake in shares of Kratos Defense & Security Solutions in the second quarter valued at about $31,000. Bayforest Capital Ltd acquired a new position in shares of Kratos Defense & Security Solutions during the third quarter worth about $32,000. Caitlin John LLC bought a new position in shares of Kratos Defense & Security Solutions during the third quarter worth about $32,000. Finally, Accredited Wealth Management LLC grew its holdings in shares of Kratos Defense & Security Solutions by 193.5% during the third quarter. Accredited Wealth Management LLC now owns 408 shares of the aerospace company’s stock worth $37,000 after buying an additional 269 shares in the last quarter. Institutional investors own 75.92% of the company’s stock.

Insider Activity

In other Kratos Defense & Security Solutions news, CFO Deanna H. Lund sold 5,000 shares of the stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $91.28, for a total value of $456,400.00. Following the completion of the sale, the chief financial officer owned 270,058 shares in the company, valued at $24,650,894.24. This trade represents a 1.82% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider David M. Carter sold 4,000 shares of Kratos Defense & Security Solutions stock in a transaction dated Thursday, March 5th. The shares were sold at an average price of $85.36, for a total transaction of $341,440.00. Following the completion of the transaction, the insider directly owned 81,964 shares of the company’s stock, valued at approximately $6,996,447.04. This trade represents a 4.65% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 574,731 shares of company stock valued at $50,506,306. 2.37% of the stock is owned by corporate insiders.

Kratos Defense & Security Solutions Stock Up 1.7%

KTOS stock opened at $87.00 on Monday. The company has a market cap of $16.25 billion, a price-to-earnings ratio of 669.28 and a beta of 1.12. Kratos Defense & Security Solutions, Inc. has a twelve month low of $25.78 and a twelve month high of $134.00. The business has a 50 day moving average price of $98.94 and a two-hundred day moving average price of $86.03. The company has a quick ratio of 3.46, a current ratio of 4.06 and a debt-to-equity ratio of 0.05.

Kratos Defense & Security Solutions (NASDAQ:KTOS) last announced its quarterly earnings data on Monday, February 23rd. The aerospace company reported $0.18 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.14 by $0.04. The company had revenue of $345.10 million for the quarter, compared to analysts’ expectations of $327.51 million. Kratos Defense & Security Solutions had a return on equity of 3.34% and a net margin of 1.63%.The business’s revenue was up 21.9% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.13 EPS. Analysts anticipate that Kratos Defense & Security Solutions, Inc. will post 0.31 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several equities research analysts have commented on KTOS shares. B. Riley Financial boosted their target price on Kratos Defense & Security Solutions from $105.00 to $128.00 and gave the company a “buy” rating in a research note on Friday, January 9th. Truist Financial set a $135.00 price target on shares of Kratos Defense & Security Solutions in a research note on Friday, January 9th. Stifel Nicolaus lifted their price objective on shares of Kratos Defense & Security Solutions from $112.00 to $134.00 and gave the company a “buy” rating in a report on Tuesday, January 13th. The Goldman Sachs Group boosted their price objective on shares of Kratos Defense & Security Solutions from $93.00 to $125.00 and gave the stock a “buy” rating in a research report on Tuesday, January 20th. Finally, KeyCorp increased their target price on shares of Kratos Defense & Security Solutions from $90.00 to $130.00 and gave the stock an “overweight” rating in a report on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat.com, Kratos Defense & Security Solutions currently has an average rating of “Moderate Buy” and a consensus price target of $98.28.

Key Headlines Impacting Kratos Defense & Security Solutions

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

• Positive Sentiment: Kratos completed the cash acquisition of Israeli firm Orbit Technologies, adding capabilities and personnel that support its unmanned systems and satellite communications strategy. Kratos Defense Completes Cash Acquisition of Orbit Technologies
• Positive Sentiment: Kratos won a multi‑million dollar production contract for a Counter‑UAS system and confirmed its OpenSpace platform is deployed in SSC Space’s Space Go LEO service — tangible revenue/visibility drivers for its unmanned and space businesses. Kratos Defense Weighs New Contracts Equity Raise And OpenSpace Growth Potential
• Positive Sentiment: Analysts and media lists continue to highlight KTOS as a defense/drone play; several firms maintain buy/overweight views and some raised targets recently, supporting demand from retail and institutional momentum. MarketBeat KTOS Coverage
• Neutral Sentiment: The company completed a major follow‑on equity offering to fund expansion and M&A — this provides firepower for growth but introduces dilution risk investors must price in. Equity Offering and Growth Plans
• Negative Sentiment: Insider selling: CFO Deanna Lund and another insider disclosed sales totaling ~10k+ shares in early March, which some investors view as a near‑term negative signal. Deanna Lund Sells 5,000 Shares
• Negative Sentiment: Valuation and volatility risks: KTOS trades at a very high P/E and has shown wide price swings over the past year, raising the risk that momentum reverses if execution or macro tailwinds fade. KTOS Valuation and Metrics

Kratos Defense & Security Solutions Profile

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.