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News: $KTOS Why Kratos Defense & Security Shares Are Spiking Higher Today
Shares of Kratos Defense & Security (NASDAQ: KTOS) jumped 11% higher on Wednesday on speculation that the company could be a takeover target for defense giant Lockheed Martin (NYSE: LMT) . Kratos is a maker of drones and defense electronics, having pivoted away from telecommunication...
Got this from KTOS - Why Kratos Defense & Security Shares Are Spiking Higher Today
This will be a great long-term stock once the bottom is reached. Lets get this thing in mass production.
https://www.yahoo.com/news/experimental-drone-could-change-americas-131500777.html
Well since your post, we've seen that KTOS management is the same as it has always been. Forever has an excuse as to why the company missed its estimates or timelines.
This time around they had multiple excuses. The earthquakes out at China Lake last summer which delayed a Gremlins test flight, the 2020 CR that dragged out into December and the anomaly investigation on the 3rd test flight for Valkyrie which dragged on for four months.
Surely next quarterly CC, they'll trot out CV-19 as an excuse. You can probably also bet they'll trot out some blame for any Gremlins delay on the buyout of Dynetics by Leidos Holdings (announced in December).
Bottom line, 2020 is a lost year. Even if the company hits the high end of its sales forecast this will be just mid single-digit growth. Worse still, management tells us that there will be no Valkyrie deliveries, Project Airwolf deliveries or Gremlins deliveries until 2021.
Stock is dead money for the rest of the year. Chart reflecting this. Support at 11, resistance at 16 and 17.
Twelve month share price targets fromm tipranks.com
Based on 3 analysts offering 12 month price targets for Kratos Defense in the last 3 months. The average price target is $24.67 with a high forecast of $26.00 and a low forecast of $23.00. The average price target represents a 25.04% increase from the last price of $19.73.
I find other "high" forecasts up to $28 for Jan 2021.
Per Market Beat there are seven BUY ratings and one HOLD for KTOS.
That average price of $24.67 seems pretty conservative since KTOS is again knocking on the door of a $20 share price and is delivering tne goods in the areas it competes.
KRATOs Defense and Security eligible to compete for part of huge Pentagon Contract
Kratos wins place on U.S. Army GTACS II contract
Jan. 16, 2020 9:40 AM ET|About: Kratos Defense & Security ... (KTOS)|By: Yoel Minkoff, SA News Editor
The new Global Tactical Advanced Communication Systems II contract vehicle will allow multiple companies to compete for up to $5.1B over a ten year period to support the U.S. Army Program Executive Office Command, Control and Communications-Tactical and Project Manager Tactical Network.
"Efforts Kratos has put together with its partners will help the Army achieve its goal of accelerating the adoption of communication technologies supporting multiple domains," said Frank Backes, SVP of Kratos Space (KTOS +1.3%).
KTOS is one of the six founding members of The Space-ISAC Board of
Directors:
https://breakingdefense.com/2019/10/nsc-makes-cyber-security-for-space-industry-top-priority/
https://www.npr.org/2019/12/21/790492010/trump-created-the-space-force-heres-what-it-will-do
Kratos Defense (KTOS) Receives $15 Million in Microwave Electronic Product Orders in Support of C5 Systems
https://www.streetinsider.com/Corporate+News/Kratos+Defense+%28KTOS%29+Receives+%2415+Million+in+Microwave+Electronic+Product+Orders+in+Support+of+C5+Systems/16110739.html
No real reason as far as i can see. Thats why im not concerned. When the wind blows the market sells. Recent drop affected all but will rebound .always does. Also inveatment funds like to take profit especially when a company is at a year high and have an ER coming up soon that is probably good. Should see a price jump. Dont be fooled by year end tax selling. This stock could be 40 next year
https://breakingdefense.com/2019/03/us-loyal-wingman-takes-flight-afrl-kratos-xq-58a-valkyrie/
US ‘Loyal Wingman’ Takes Flight: AFRL & Kratos XQ-58A Valkyrie
Article from Breaking Defense a New York based online magazine.
Company should demo V Drone with launch only from Navy carrier, would not need to have tail hook installed for return to carrier (just a way to show its potential market) . . . a naval aircraft could then take over and fly
the drone alongside it . . . and then turn it over to ground unit for
landing on airstrip? It could thus do recon mission over hostile low threat environment.
No reason one could not add strike and/or A-A defensive missiles underwing
mounts. The V would be great escort for unarmed aircraft missions also, and could be run from same aircraft, plus add a refuel prob to V.
It would be a great challenge drone to interact for training opposing aircraft, as it can maneuver and take higher Gs than piloted opponents.
Also cheaper to fly as to fuel loads.
Lets face up to the fact that operating personnel can be trained at far less cost to operate it (and would appeal to VG-ers for career recruitment). <---There is a shortage of available human pilots right now, and maintaining crews would have less to do, as not terribly high-tech. The Services need a subsonic fleet of these drones, that can cheaply create a second-tier medium speed/range offense/defensive force
for things like border patrol projection extending out to beyond our territorial limits?
BA and LMT, etc. drones are much more $$s and have other missions space
profiles beyond the V drone capability.
One might also envision a V with a
Ram/Scam jet engine exchange.
Eventually, Future Military budgeting is going to be cut back . . . as USA regroups back to Canada and Americas Force Positioning and relies on SAC and Space Forces and ATC to carry the offensive load.
Domestic Green and Infrastructure and Housing and IOT AI Robots and Health care and Education are going to take the larger share of Federal and State Budgets.
V Drone funding should be included into the new concept ETech Virtual Wall Border Funding Request.
This company has the goods needed NOW and is the low-cost Back Stop in case Big Boys Aerospace 'has issues'.
limits?
What the H e double L is happening here?? Revenues UP, Profits UP, Stock market up, but the stock is taking a giant nose dive today!!
Kratos Reports Second Quarter 2019 Financial Results:
http://ir.kratosdefense.com/news-releases/news-release-details/kratos-reports-second-quarter-2019-financial-results
44 ETF's hold KTOS now:
https://www.etf.com/stock/KTOS
US Congress seeks to ban military purchases of Chinese-made drones for security reasons:
https://www.straitstimes.com/world/united-states/us-congress-seeks-to-ban-military-purchases-of-chinese-made-drones-for-security
US Air Force looks to fast track cash to Kratos Defense for more Valkyrie drones
https://www.defensenews.com/digital-show-dailies/paris-air-show/2019/06/17/us-air-force-looking-to-fast-track-cash-to-kratos-defense-for-additional-valkyrie-drones/
XQ-58A Valkyrie pictured during second test flight on June 11, 2019.
https://www.globenewswire.com/NewsRoom/AttachmentNg/4256bda3-bf0f-4dbc-b192-9ecaccb82e3c
Nasdaq up, KTOS down??
Nasdaq down, KTOS up??
$57.2 mil in contracts in the last 2 days and this thing goes red on an up market day. Whatever.
Kratos Introduces Cloud-Enabled Ground Technologies at Satellite 2019
https://www.globenewswire.com/news-release/2019/05/06/1817534/0/en/Kratos-Introduces-Cloud-Enabled-Ground-Technologies-at-Satellite-2019.html
Kratos Receives $5 Million C5ISR Production Award from U.S. Government Agency
https://www.globenewswire.com/news-release/2019/05/29/1856409/0/en/Kratos-Receives-5-Million-C5ISR-Production-Award-from-U-S-Government-Agency.html
Small Jets For Big Swarms: Kratos Buys Turbine Tech Company
https://breakingdefense.com/2019/02/small-jets-for-big-swarms-kratos-buys-turbine-tech-company/
News: $KTOS Kratos Receives $4.9 Million Contract to Develop THREAT System to Evaluate Electronic Warfare and High Powered Microwave System Capabilities to Defeat UAS Systems
SAN DIEGO, May 15, 2019 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a leading National Security Solutions provider, announced today that the Kratos Defense & Rocket Support Services (KDRSS) Division has been awarded a $2.2 million base contract, $4....
Find out more https://marketwirenews.com/news-releases/kratos-receives-4-9-million-contract-to-develop-threat-system-to-evaluate-electronic-warfare-and-high-powered-microwave-system-capabilities-to-defeat-uas-systems-8190232.html
Kratos Receives $16.4 Million in Missile Defense System and Microwave Electronics Orders
https://markets.businessinsider.com/news/stocks/kratos-receives-16-4-million-in-missile-defense-system-and-microwave-electronics-orders-1028194917
Kratos Receives $4.9 Million Contract to Develop THREAT System to Evaluate Electronic Warfare and High Powered Microwave System Capabilities to Defeat UAS Systems
https://finance.yahoo.com/news/kratos-receives-4-9-million-120000174.html
News: $KTOS Kratos to Present at the Goldman Sachs Industrials & Materials Conference
SAN DIEGO, May 09, 2019 (GLOBE NEWSWIRE) -- 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 Goldman Sach...
Read the whole news https://marketwirenews.com/news-releases/kratos-to-present-at-the-goldman-sachs-industrials-materials-conference-8152304.html
Purchasing more (hopefully) anywhere from 14.39 down to $14...chart is pretty easy to read
What this company represents is low-budget backup for BA and LMT carrier
protection and offensive/recon for fleets and ships and aircraft.
Subsonic (less fuel burn), can be easily modified to carry all kind of payloads and cheaper option than more tech depth assigned drones.
With its JATO assist launch . . . it can be installed on all kinds of surface vessels. Enhanced . . . it can protect and be controlled by
tankers and fleet protection recon assigned manned aircraft.
And it does not need EM catapult launch, if that is having 'problems'.
Easily makes an aircraft carrier out of Assault helicopter vessels . . .
new vision of naval warfare? Congress budget brains . . . listen up?
The next earnings report should show that Kratos is finally making money. I think the recent price run up means that the market is anticipating this as well. I'm betting this goes over $20 in March.
Still holding KTOS?
The outlook is extremely bright - patience brings success as well as timely day trading. Balance sheet is clearing up and lots of production news ahead. Profits are coming.
Interesting that KTOS is alway so undervalued, but the movement is so repetitive, and great to daytrade. I wish it would just bullrun, but its stuck in the grips of pattern daytraders. Oh well its always a winners if you know its pattern.
Still believe KTOS should buy RADA
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.
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?
KTOS Trades
KTOS: Short Float 12.37% | Short Ratio 6.32
This could squeeze soon.
Agreed. Nearing largest discount in 1 year. I haven't been following the financials closely. Looking forward to seeing next Q.
Correct.
Also a 2nd gap at 9 bucks.
What does this have to do with KTOS? NOTHING!
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!
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
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.
"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.
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