Kratos Defense and Security Solutions Inc (KTOS)

[ComptonBrosInc]

Still believe KTOS should buy RADA

[str8_chuter]

What am I missing here?

What's missing here is simple: top-line growth.

Annual revenues still lower than they were in 2013. The company has consistently over-promised and under-delivered. Management loves to tantalize analysts with the "game-changing" contract that is forever just around the corner.

Until this company lands a REAL contract, one that vaults the top line well over the $1B mark and consistently grows from there, the stock will continue to get the Rodney Dangerfield treatment.

[radly]

What am I missing here? The company continues to put out good news constantly and now the directors are acquiring shares and the share price continues to drop. What am I missing?

[robtewms]

KTOS Charts and Analysis

[robtewms]

KTOS Trades


KTOS: Short Float 12.37% | Short Ratio 6.32
This could squeeze soon.

[robtewms]

Agreed. Nearing largest discount in 1 year. I haven't been following the financials closely. Looking forward to seeing next Q.

[str8_chuter]

Correct.

Also a 2nd gap at 9 bucks.

[robtewms]

Potential gap fill appears to be coming; mid $9.

[Mikestoz]

What does this have to do with KTOS? NOTHING!

[asp42001]

Carral Phillip D Form 4 KTOS

Phillip's purchase of KTOS shares, after a negative report by one (1) analyst, suggests more KTOS positive info will be released this week.

Factor-in margin calls and 4,108,393 million shares traded today. Upside stock appreciation potential, outweighs downside risk. Invest in AI enabled KTOS Drones, before they become commonplace.

AI (Artificial intelligent) Drones... its no longer a question of [IF]... only when?

Bigger & better U.S.A. KTOS Drones will fly our way. #MAGA!

[JohnnyJay]

For those who may have missed this article, it's worth the read.

https://www.ripoffreport.com/reports/spruce-point-capital/new-york-new-york-10023-5825/spruce-point-capital-watch-out-new-york-new-york-1284564

[JohnnyJay]

Insider Zegart Amy reports buying 3,205 shares of $KTOS at $10.92 for a total cost of $34,993.

Amy is a member of the board and a writer who occasionally writes articles on Kratos. I feel she is very much in the know on Kratos defense. Additionally, there has been approximately one million shares of Kratos bought recently in the after hours trading. Hard to tell exactly how much but it has definitely been active in the first hour after close beginning Feb. 21st. The insider trading from Amy Zegart is a fact but the after hours trading info is vague and to be taken with a grain of salt.

[Mikestoz]

"Generals and Majors always seem so un-happy less they got in a war", I guess I should add KTOS stockholders as war is the only way for this stock to take off.

[Mbrew34]

Earnings today. Go KTOS

[radly]

What the hell is going on here? down .70

[blast1977]

Yup it was expected but the dream is about to come through

[radly]

BOOM, great news

[radly]

oh well, spoke to soon

[radly]

she's finally moving a few pennies

[radly]

KTOS getting all these large contracts here lately and the sp going nowhere. ???

[jones99]

Held and nurtured KTOS for a month in the $10s in her time of need. Left for other opportunity. Now she's off. Proud. Go baby go!

[str8_chuter]

Do you foresee this getting back to $12-14 any time soon?


Depends on one's definition of "soon".

Next few weeks? No.

Next few months? Likely, provided the indexes don't soil the bed.

[ArrestedZeus]

I sold off at $13 and came by to check up on this stock so how’s everyone doing?

[dirtpoor1]

Should start creeping back up soon.

[Viky]

Kind of suspected it. Omg this is huge then !

[Zorch305]

yes

[radly]

Do you foresee this getting back to $12-14 any time soon?

[str8_chuter]

Stock price got way ahead of itself. Up well over 300% in a year and a half.

Was due for a healthy pullback and here we are.

Weekly chart still looks good.

[radly]

Was going to buy more of this in the $12 area. Glad I didn't. Should have sold in that area. Thought these defense stocks would have gone much higher with the Trump presidency and the defense budget spending. Thought this company was making headway with the things it was doing. If this drops below $10 I will probably sell. Anyone see any reason to hang on to this?

[Past and present]

***Moody's Says Defense Challengers Emerging -- Market Talk

11:51 am ET November 15, 2017 (Dow Jones) Print
11:51 ET - A handful of firms have successfully disrupted US defense acquisition, with SpaceX the poster child. Now, Moody's argues continuing reforms could open up to $40B in opportunities for smaller firms to lead big programs over the next five years. The rating agency expects the focus to be on programs worth less than $3B, and cites wins for SAIC, Kratos and Orbital ATK as examples where the lead contractor was previously one of the traditional primes such as Lockheed Martin and Boeing. ([e-mail]; @dougcameron)

(END) Dow Jones Newswires

November 15, 2017 11:51 ET (16:51 GMT)

Copyright (c) 2017 Dow Jones & Company, Inc.

[dirtpoor1]

Im no expert but by looking at a yearly chart it could go as low as mid 7s - 8. But im usually wrong. Hopefully not that low

[str8_chuter]

Likely whenever the mutual funds and ETF's stop selling it?

[radly]

When does this head back up?

[Past and present]

***KTOS..Kratos to Present at the Baird 2017 Global Industrial Conference

11:45 am ET November 3, 2017 (Globe Newswire) Print
Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS), a leading National Security Solutions provider, today announced that its President & CEO, Eric DeMarco, and its Executive VP & CFO, Deanna Lund, will present at the Baird 2017 Global Industrial Conference at the Four Seasons Hotel in Chicago, Illinois on November 9.

A live webcast of Kratos' presentation will be available on the Company's website at www.kratosdefense.com. The webcast will be archived on the Company's website for 90 days following the event.

[Past and present]

***KTOS..Kratos Awarded $11.3 Million Contract Modification to Update Air Force Satellite Control and Operations

4:00 pm ET November 1, 2017 (Globe Newswire) Print
Kratos Defense & Security Solutions, Inc. (Nasdaq:KTOS), a leading National Security Solutions provider, announced today that it has received a modification under an existing contract from the U.S. Air Force to update satellite control and management systems. Valued at approximately $11.3 million, the update will allow system-consolidation, architectural updates, and security improvements to support current and future military communication satellite missions while decreasing operation and maintenance costs.

Kratos' satellite communication business, the Company's largest, supports more than 85% of U.S. space missions and is used by more than 75% of the world's commercial satellite operators, with products and services ranging from command & control (C2) to signal processing, RF interference mitigation, network operations and cybersecurity. Kratos satellite products include EPOCH IPS, the industry's leading satellite fleet management system; Monics, the leading carrier management product; Compass for managing satellite networks; and NeuralStar for terrestrial network operations and Service Quality Management (SQM). Additionally, through its Kratos RT Logic subsidiary, the Company delivers advanced products and capabilities for space-to-ground communications, assured data transport, applied test & training and cyber/mission assurance.

Kratos, through its satellite business, operates the only global network of RF monitoring and interference detection sensors, providing commercial and government clients with important situational awareness data and analytics. It currently includes 18 worldwide monitoring sites hosting 70+ antennas with visibility to over 60 satellites, 150 beams and 280 transponders.

Eric DeMarco, Kratos President and CEO said, "Kratos is an industry leader in satellite communications command and control, signal monitoring, intelligence and satellite beam monitoring via our global spectrum solutions monitoring and geo location business. Kratos customers recognize our Company's leadership position in innovation, and rapidly developing and fielding leading technology solutions at an affordable cost, and we are proud to support our National Security related customers in their missions".

[Past and present]

***KTOS..Kratos Receives $14.5 Million in Unmanned Aerial Drone System Contract Awards

7:00 am ET October 31, 2017 (Globe Newswire) Print
Kratos Defense & Security Solutions, Inc. (Nasdaq:KTOS), a leading National Security Solutions provider announced today that it has recently received $14.5 million in contract awards for eight high performance, jet powered unmanned aerial drone systems, communication, ground control and related systems from certain National Security related customers. Kratos is a leading provider of high performance jet powered unmanned aerial drone systems for tactical and adversarial target, threat representation purposes. The work under these recent contract awards will be performed at secure Kratos manufacturing facilities. Due to competitive, customer related and other considerations, no additional information will be provided related to these contract awards.

Eric DeMarco, President & CEO of Kratos, said, "Unmanned systems, autonomy and related artificial intelligence are strategic focus areas for our Company, as well as state of the art ground control systems, communication and data links. These recent contract awards with these customers are representative of the continued successful execution of our strategy to be a leader in innovating, rapidly designing and fielding affordable systems in the unmanned systems market space."

[Past and present]

***Next Evolution of Kratos Mako Tactical Unmanned Aerial Drone System Completes Successful Flight Test Series as Part of Large Military Exercise

7:00 am ET October 30, 2017 (Globe Newswire) Print
Kratos Defense & Security Solutions, Inc. (Nasdaq:KTOS), a leading National Security Solutions provider recently completed a UTAP-22 Mako Unmanned Aerial System (UAS) multi-UAS demonstration mission as part of a larger military exercise. The multi-UAS demonstration leveraged the recent test flight series previously conducted in preparation for this integrated operational demonstration, which featured a range of Mako's multi-UAS autonomous capabilities. Mako capabilities demonstrated included manned/unmanned collaborative operations and the latest mission payload set capability to introduce the operational utility of the Mako into a larger scale exercise.

Steve Fendley, Kratos Unmanned Systems Division President, said, "We first flew the UTAP-22 Mako UAS at the end of 2015 in a series of successful flights, demonstrating the performance characteristics and capabilities of this high performance tactical unmanned aerial system. Since those initial flights, we have made incredible progress as evidenced by these most recent, multiple, successful flights this year, including Mako muti-UAS loyal wingman capabilities. We expect the capability expansion, utilization and success of the Mako to continue to progress into the future, and are committed to further advancing this high performance system as we move forward."

[str8_chuter]

The price kept inching up all summer but the chart technicals kept declining.

Might find support in the 9 to 10 range.

[radly]

I honestly thought this would be heading up. Has been heading down for the last 17 days.

[Past and present]

***Kratos Defense & Security Solutions, Inst Holders, 3Q 2017 (KTOS)

4:28 am ET October 19, 2017 (Dow Jones) Print
The following table shows the largest shareholders in

KRATOS DEFENSE & SEC SOL INC COM (KTOS) for the quarter ended September 30, 2017, listed by holding size. The list represents up to 50 of the largest holders in the company.

Note: Unless otherwise mentioned the reporting date is 09/30/2017

Institution Shares Shares % Last

Held Changed Held Report

BlackRock Fund Advisors 6,544,305 234,634 6.342 06/30

Capital Research & Management 4,487,000 1,092,000 4.348 06/30

Dimensional Fund Advisors LP 3,316,190 (53,214) 3.214 06/30

Royce & Associates LP 3,060,807 (138,298) 2.966 06/30

SSgA Funds Management Inc. 2,703,519 593,779 2.620 06/30

Emerald Advisers Inc. 1,960,072 (99,638) 1.899 06/30

Millennium Management LLC 1,742,024 (1,264,114) 1.688 06/30

S Squared Technology LLC 1,727,639 (265,000) 1.674 06/30

Emerald Mutual Fund Advisers T 1,628,657 0 1.578 06/30

SG Capital Management LLC 1,302,262 1,302,262 1.262 06/30

Managed Asset Portfolios LLC 1,251,690 (86,390) 1.213 06/30

Paradigm Capital Management I 1,245,600 (204,300) 1.207 06/30

Invesco PowerShares Capital Ma 1,101,491 (53,660) 1.067 06/30

D. E. Shaw & Co. LP 871,930 (112,807) 0.845 06/30

Deutsche Asset Management Inve 867,389 819,677 0.841 06/30

Northern Trust Investments In 853,262 147,650 0.827 06/30

CastleArk Management LLC 663,850 663,850 0.643 06/30

Cortina Asset Management LLC 632,657 (222,948) 0.613 06/30

Geode Capital Management LLC 625,281 44,349 0.606 06/30

Renaissance Technologies LLC 569,499 549,199 0.552 06/30

Driehaus Capital Management LL 544,485 (391,701) 0.528 06/30

The California Public Employee 486,400 32,700 0.471 06/30

EAM Investors LLC 449,111 (70,093) 0.435 06/30

Fuller & Thaler Asset Manageme 354,500 (38,300) 0.344 06/30

Charles Schwab Investment Mana 346,026 34,741 0.335 06/30

Lord Abbett & Co. LLC 340,500 340,500 0.330 06/30

Bridgeway Capital Management 337,300 0 0.327 06/30

ICM Asset Management Inc. 279,023 (4,860) 0.270 06/30

Quantitative Investment Manage 276,600 276,600 0.268 06/30

Commonwealth Equity Services 274,511 6,328 0.266 06/30

BlackRock Investment Managemen 272,971 11,682 0.265 06/30

Osterweis Capital Management 269,720 269,720 0.261 06/30

HighTower Advisors LLC 254,311 2,137 0.246 06/30

Glacier Peak Capital LLC 240,429 (31,000) 0.233 06/30

Parametric Portfolio Associate 222,796 60,251 0.216 06/30

Citadel Advisors LLC 215,760 (108,738) 0.209 06/30

The Bank of New York Mellon Co 206,444 22,696 0.200 06/30

The Dreyfus Corp. 204,511 15,873 0.198 06/30

Jacobs Levy Equity Management 194,431 (18,800) 0.188 06/30

TIAA-CREF Investment Managemen 192,811 41,729 0.187 06/30

Rovida Advisors Inc. 181,300 181,300 0.176 06/30

ARS Investment Partners LLC 164,559 (3,137) 0.159 06/30

LPL Financial LLC 154,660 (22) 0.150 09/30

Catalyst Capital Advisors LLC 151,000 (11,000) 0.146 06/30

Bard Associates Inc. 150,452 (638) 0.146 06/30

Migdal Insurance Co. Ltd. 150,410 57,421 0.146 06/30

Columbia Management Investment 138,199 (1,622) 0.134 06/30

Numeric Investors LLC 137,800 137,800 0.134 06/30

Teachers Advisors LLC 134,743 27,361 0.131 06/30

Morgan Stanley Smith Barney LL 128,332 19,395 0.124 06/30

13F data provided by: Factset Research Systems Inc.;

[Past and present]

***Kratos Defense & Security Solutions Schedules Third Quarter 2017 Earnings Conference Call for Thursday, November 2nd

4:00 pm ET October 17, 2017 (Globe Newswire) Print
Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS), a leading National Security Solutions provider, announced today that it will publish financial results for the third quarter 2017 after the close of market on Thursday, November 2, 2017. Management will discuss the Company's operations and financial results in a conference call beginning at 2:00 p.m. Pacific (5:00 p.m. Eastern).

Analysts and institutional investors may participate on the conference call by dialing 866-393-0674, referencing the call by ID number 1146136. The general public may access the conference call by dialing 877-344-3935, or on the day of the event visit www.kratosdefense.com for a simultaneous webcast. A replay of the webcast will be available on the Kratos website approximately two hours after the conclusion of the conference call.

[Past and present]

***Initiating Research Reports on Security & Protection Services Equities -- Nxt-ID, Kratos Defense & Security Solutions, Allegion, and Brink's

6:40 am ET October 12, 2017 (PR Newswire) Print
If you want a Stock Review on NXTD, KTOS, ALLE, or BCO then come over to http://dailystocktracker.com/register/ and sign up for your free customized report. DailyStockTracker.com has issued research reports on Nxt-ID Inc. (NASDAQ: NXTD), Kratos Defense & Security Solutions Inc. (NASDAQ: KTOS), Allegion PLC (NYSE: ALLE), and The Brink's Co. (NYSE: BCO). These equities belong to the Security and Protection Services industry, which includes companies and professionals that provide the strategic, managerial, and legal knowledge and skills that are necessary to protect property and people. This morning's free research reports on the aforesaid equities are available upon registration on DailyStockTracker.com at:

http://dailystocktracker.com/register/

Nxt-ID

Melbourne, Florida-based Nxt-ID Inc.'s stock finished Wednesday's session flat at $2.07 with a total trading volume of 189,095 shares. The Company's shares have advanced 27.78% over the previous three months. The stock is trading above its 50-day and 200-day moving averages by 2.39% and 4.96%, respectively. Furthermore, shares of Nxt-ID, which engages in the development of products and solutions for security, healthcare, finance, and Internet of Things (IoT) markets, have a Relative Strength Index (RSI) of 44.42.

On October 09th, 2017, NXT-ID announced that its wholly-owned subsidiary, Fit Pay, Inc., has been selected as a finalist for the 2017 IoT Innovator Awards. The awards, which is a program of the technology industry publication IoT Innovator, recognizes IoT businesses around the world that have made cutting-edge developments in key vertical markets. Fit Pay has been selected as a finalist in the "Best Cloud Platform - Consumer" category. Visit us today and access our complete research report on NXTD at:

http://dailystocktracker.com/registration/?symbol=NXTD

Kratos Defense & Security Solutions

Shares in San Diego, California headquartered Kratos Defense & Security Solutions Inc. ended at $13.20, down 1.71% from the last trading session. The stock recorded a trading volume of 1.91 million shares. The Company's shares have gained 10.65% in the last one month, 2.56% in the previous three months, and 78.38% on an YTD basis. The stock is trading 5.25% above its 50-day moving average and 31.81% above its 200-day moving average. Moreover, shares of the Company have an RSI of 53.18.

On September 28th, 2017, Kratos Defense & Security Solutions announced that its Unmanned Systems Division (USD) recently received $6.2 million in orders for specialized products in support of certain National Security Related Programs. USD is a leading industry innovator and provider of high-performance, unmanned aerial drone systems and aircraft for tactical missions and target applications. Work under these recent contract awards will be performed at secure Kratos manufacturing facilities. The complimentary report on KTOS can be downloaded at:

http://dailystocktracker.com/registration/?symbol=KTOS

[JohnnyJay]

Stocks discussed on the Lightning Round segment of Jim Cramer's Mad Money Program, Tuesday, October 10.
Bullish Call

Kratos Defense & Security Solutions (NASDAQ:KTOS): "It has been one of our favorites. We almost cautioned double right now, and I want to stay long."

[AugustStockInformer]

These guys sounds like they're on fire:
https://www.twst.com/interview/interview-with-the-president-and-ceo-kratos-defense-security-solutions-inc-nasdaqktos

[Viky]

Is this the mach 7 cannon everyone is talking about ? Sorry New here

[Past and present]

***Kratos Unmanned Systems Division Receives $6.2 Million in Orders for Specialized Products in Support of National Security Related Programs

4:00 pm ET September 28, 2017 (Globe Newswire) Print
Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS), a leading National Security Solutions provider, announced today that its Unmanned Systems Division (USD) recently received $6.2 million in orders for specialized products in support of certain National Security Related Programs. USD is a leading industry innovator and provider of high performance unmanned aerial drone systems and aircraft for tactical missions and target applications. Work under these recent contract awards will be performed at secure Kratos manufacturing facilities. Due to customer related, competitive and other considerations, no additional information will be provided related to these recent contract awards.

[Past and present]

***Kratos Receives $9.7 Million in Contract Awards for Multiple High Performance Unmanned Aerial Drone System Aircraft and Related Mission Support and Other Services

7:00 am ET September 26, 2017 (Globe Newswire) Print
Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS), a leading National Security Solutions provider, announced today that its Unmanned Systems Division (USD) has recently received $9.7 million in contract awards from National Security related customers for the production and delivery of multiple high performance unmanned aerial drone system aircraft and related mission support, technical, development and other services. USD is an industry innovator and leading provider of affordable, high performance jet powered unmanned aerial drone systems utilized for tactical missions and target applications. Work under these contract awards will be performed at secure USD manufacturing facilities, customer sites, and other locations. Due to the nature of the work being performed, customer related, competitive and other considerations, no additional information will be provided related these contract awards.

Steve Fendley, President of Kratos' Unmanned Systems Division, said, "Kratos is a recognized industry leader for innovation and the rapid development, demonstration, and fielding of high performance unmanned systems and products. We are proud of our unique ability to consistently meet the challenging low cost objectives of our Defense/Security customers for these high performance jet Unmanned Aerial Systems and to be contributing to the successful execution of their critical missions."

[Past and present]

***Moody's Upgrades Ratings Of Kratos Defense, Cfr To B3 From Caa1, Outlook Stable

2:56 pm ET September 21, 2017 (Dow Jones) Print
The following is a press release from Moody's:

Moody's Upgrades Ratings Of Kratos Defense, Cfr To B3 From Caa1, Outlook Stable

http://www.moodys.com/page/viewresearchdoc.aspx?docid=PR_372983&WT.mc_id=AMRG93X0pvbmVzX05ld3NSb29tX1NCX1JhdGluZyBOZXdzX0FsbF9Fbmc=20170921_PR_372983

(END) Dow Jones Newswires

September 21, 2017 14:56 ET (18:56 GMT)

(MORE TO FOLLOW) Dow Jones Newswires (212-416-2800)

September 21, 2017 14:58 ET (18:58 GMT)

Copyright (c) 2017 Dow Jones & Company, Inc.

(MORE TO FOLLOW) Dow Jones Newswires (212-416-2800)

September 21, 2017 14:59 ET (18:59 GMT)

Copyright (c) 2017 Dow Jones & Company, Inc.

*DJ Moody's: Kratos Defense Ratings Reflect View of Modest Near-Term Free Cash Flow

(MORE TO FOLLOW) Dow Jones Newswires (212-416-2800)

September 21, 2017 14:59 ET (18:59 GMT)

Copyright (c) 2017 Dow Jones & Company, Inc.

[Past and present]

***Kratos Deploys the World's First Autonomous Vehicle Utilized in Live Operation on Public Roadways

4:00 pm ET September 18, 2017 (Globe Newswire) Print
Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS), a leading National Security Solutions provider, announced today that Micro Systems, Inc., a part of its Unmanned Systems Division (USD), in partnership with Colorado Department of Transportation (CDOT), Royal Truck and Equipment, and Colas Ltd, has deployed the World's First autonomous vehicle approved and supporting live roadway operation in Colorado (

). The Autonomous Impact Protection Vehicle (AIPV), also known as the Autonomous Truck Mounted Attenuator (ATMA), is a first-of-its kind work zone vehicle designed to advance safety for roadway maintenance crews. Customarily positioned behind road construction crews in order to protect workers from the traveling public, the AIPV/ATMA increases work zone safety by removing the driver from a truck actually designed as a mobile crash barrier.

"Just in the last four years, there have been 26 incidents where a member of the traveling public struck a CDOT impact protection vehicle -- that's almost seven per year," said Shailen Bhatt, CDOT Executive Director. "This is a dangerously high number when you consider that in some instances, a CDOT employee is sitting in the driver's seat of the vehicle that was hit. By using self-driving technology, we're able to take the driver out of harm's way while still effectively shielding roadside workers. Our partnership with Kratos proves that technology can take transportation safety to a new level and forever improve the way we work."

The autonomous technology was originally developed by Kratos to support Robotic and Autonomous System (RAS) objectives for the US Army and has been leveraged into this non-military commercial application. The system incorporates a Leader/Follower configuration utilizing a vehicle automation retrofit kit that enables the unmanned AIPV/ATMA to follow a human-driven leader vehicle mimicking position, speed, and heading. Retrofitting the vehicles with the Kratos automation kit allows the customer to use their existing fleet of vehicles providing a highly cost effective solution. In addition to the Colorado deployment of the AIPV/ATMA, Kratos has systems currently undergoing trials in the UK with Colas Ltd. According to the Federal Highway Administration, in work zones in 2015, there was a crash every 5.4 minutes, 70 crash-related injuries every day, and 12 crash-related fatalities every week, which makes the AIPV/ATMA a potentially game-changing solution for improving safety and efficiency in the work zone.

Kevin Ferguson, Sr. VP of Kratos' Micro Systems, Inc., said, "Kratos is focused on rapidly designing, demonstrating, and fielding the highest performance unmanned systems in the world, and we are very proud to be working with this important customer on this next generation roadway construction system."

[Past and present]

***Kratos Receives $8.2 Million in Satellite Global Positioning System Protection and Communication System Product Orders

8:00 am ET September 19, 2017 (Globe Newswire) Print
Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS), a leading National Security Solutions provider, announced today that it has recently received approximately $8.2 million in orders or specialized products in support of satellite global positioning system protection and communication systems. Work on these recent orders will be performed in secure Kratos manufacturing facilities. Due to customer related, competitive and other considerations, no additional information will be provided related to these contract awards.