Rad,
Bear this in mind when it comes to analysts. Their agenda, their mindset, is usually something very very different from the mind of a lone investor.
Their thought to sell may well be driven by some factor you have no idea about.

It's very easy to think," Such and such an analyst says this one's hot all day long , Buy it !", and to tell yourself that since theyre stock analysts they must really know their stuff. I can rely on that to guide my decision . Never, ever think this way.

Hold your target stock up against your own objectives and strategies, not somebody else's. I happen to like KTOS longer term for reasons that satisfy me.

Was I pissed when I bought over $110 just to watch it drop to $50? Yuppers . But it did not stop me from buying more at $48 one morning. Quite a lot of it, in fact.

All good. The best is yet to come.

THV

A 7-Day Winning Streak Has Kratos Defense & Security Solutions Stock Up 38%
August 10th, 2026 · by Trefis Team
https://www.trefis.com/stock/ktos/articles-v3/610739/a-7-day-winning-streak-has-kratos-defense-security-solutions-stock-up-38/2026-08-10

$60......weeeeeeeeee

Don't get it. 20 analysts with a Strong Buy but these guys are the only ones with Sell. Why?
🔔 MarketBeat Ratings Alert: Kratos Defense & Security Solutions, Inc. (KTOS) (Downgrade)
Kratos Defense & Security Solutions (NASDAQ:KTOS) was downgraded by Weiss Ratings (star star star star star) from "hold (c)" to "sell (d+)".

Now that the company has had a good quarterly report and very good EPS beat, guess it's time for a big sell-off

Now that the company has had a good quarterly report and very good EPS beat, guess it's time for a big sell-off

Are U happy now? 😁

This has been the biggest load of crap for many months. This has had a Strong Buy rating the last 6 months with about $110 average price target of about 20 analysts. All this has done since is sell sell sell . These ratings are pure garbage and mean absolutely jack squat.

https://www.msn.com/en-us/money/top-stocks/kratos-offers-outstanding-relative-value-over-anduril-analyst-says-stock-could-nearly-triple/ar-AA28NpZX?ocid=winp2fptaskbarhover&cvid=6a6779d795874bbc8059d97b2243d87c&ei=82

AI stinks! Don't trust AI! Microsoft Copilot says KTOS all time high is $34

Means nothing! It could have had a $156 Trillion contract and it would still go no where!

Kratos shares climb after securing $156 million U.S. nuclear security contract (KTOS)July 21, 2026 9:34 AM
IH Market News Defense company wins major counter-drone programme Kratos Defense & Security Solutions (NASDAQ:KTOS) shares gained 3% on Tuesday after the company announced it had been awarded an approximately $156 million contract by the U.S. Department of Energy’s National Nuclear Security Administration Office of Secure Transportation. The sole-source Indefinite Delivery/Indefinite Quantity (IDIQ) agreement covers the delivery of mobile Counter-Unmanned Aircraft System (C-UAS) platforms to support the agency’s national security operations. Project Solar Shield to protect sensitive nuclear transport The contract, known as Project Solar Shield, will see Kratos develop and supply mobile systems capable of detecting, tracking, identifying and responding to potentially hostile unmanned aircraft systems in real time. The Office of Secure Transportation is responsible for the secure movement of nuclear weapons, weapon components and special nuclear materials by ground and air, with the new capability designed to provide protection wherever operational missions are conducted. Integrated technology solution secured the award Kratos said it was selected following a technical evaluation that assessed its ability to satisfy operational, safety, scheduling, integration, cost and long-term sustainment requirements. The company’s proposal combines counter-drone technology, mobile platform engineering, command-and-control systems and advanced power management into a fully integrated solution intended for mission-critical deployments. Dave Carter, President of Kratos’ Defense & Rocket Support Services Division, said, “Project Solar Shield represents the first large scale government production contract of its kind built around this integrated approach.” He added, “The program demonstrates the value of combining C-UAS, mobile platform design, command-and-control capabilities, and resilient power management into a single mission-ready solution.” Production begins immediately Kratos said work on the programme is expected to commence immediately and will be carried out at the company’s secure facilities. Kratos Defense & Security Solutions stock priceThe post Kratos shares climb after securing $156 million U.S. nuclear security contract (KTOS) appeared first on US Editors. Original: Kratos shares climb after securing $156 million U.S. nuclear security contract (KTOS)

No love here YET until the Viagra kicks in and 💪

Company gets another massive $500 million in awards and announces a new facility and does nothing for the stock! No love here

Kratos Shares Gain Following $400 Million U.S. Defense Funding Award (KTOS)July 14, 2026 9:36 AM
IH Market News Kratos Defense & Security Solutions (NASDAQ:KTOS) moved higher after announcing that it had secured approximately $400 million in new funding from the U.S. Department of Defense to support hypersonic weapons programs and other national security initiatives. The defense contractor said the additional funding will strengthen several existing programs focused on advanced hypersonic technologies. Funding Expected to Accelerate Growth According to Kratos, the funding process began in June and gathered pace during July, providing a meaningful boost to the company’s growth outlook. President and Chief Executive Officer Eric DeMarco said the new awards are expected to improve the company’s financial position by accelerating cash receipts while reducing receivables, inventory levels and assets that Kratos had previously financed to meet customer delivery schedules. Expansion of Hypersonic Programs Kratos is involved in the design, development, production and integration of hypersonic systems, flight vehicles, solid rocket motors and other high-speed defense technologies. The company said the latest funding covers several hypersonic system projects as well as additional national security programmes backed by the Department of Defense. Company Expects Additional Contract Wins Dave Carter, President of Kratos’ Defense and Rocket Support Services Division, highlighted the company’s ability to rapidly design, engineer, test and deploy systems that can be produced at scale while maintaining relatively low production costs. He added that Kratos expects to secure further hypersonic-related contract awards over the coming months. Portfolio Supports Advanced Defense Programs Kratos supplies both propulsion technologies and hypersonic flight systems, including the Erinyes Hypersonic Flyer, Dark Fury platform, Zeus and Oriole solid rocket motors. The company said work related to the newly funded programmes will be carried out at secure Kratos facilities as well as designated U.S. government sites. Due to national security, competitive and confidentiality considerations, Kratos did not disclose further details regarding the specific defence programmes receiving the funding. Kratos Defense & Security Solutions stock priceThe post Kratos Shares Gain Following $400 Million U.S. Defense Funding Award (KTOS) appeared first on US Editors. Original: Kratos Shares Gain Following $400 Million U.S. Defense Funding Award (KTOS)

Keep buying and stay positive & pro$per.

Is this going lower or is it time to buy?

https://www.msn.com/en-us/money/topstocks/cathie-wood-s-ark-invest-has-bought-9-1-million-of-kratos-defense-stock-so-far-in-july/ar-AA27xOc7?ocid=msedgntp&pc=HCTS&cvid=6a5055c85d4146b9900e93969a0133f8&ei=119

That 6-month chart is sickening. Woods is buying yet it keeps dropping. Who's selling

Cathie Woods is buying and I'm back in 😁

Lock the Sensor, Lock the Response: The Power of Building the Autonomous Public-Safety StackJuly 7, 2026 8:52 AM
InvestorsHub NewsWireLock the Sensor, Lock the Response: The Power of Building the Autonomous Public-Safety StackNetworkNewsWire Editorial Coverage: The threats confronting law enforcement, military commands and critical infrastructure operators have crossed a threshold. They can no longer be addressed by adding personnel or deploying faster versions of existing equipment. Commercial drones that once required nation-state budgets can now be purchased off a consumer shelf for under $500 and are transforming the public safety landscape. Criminal organizations deploy the devices against border law enforcement, correctional facilities report drone-delivered contraband as a routine operational problem, and Langley Air Force Base, among the most secure military installations in the United States, was forced to halt flight operations by repeated drone incursions for which no adequate nonlethal response protocol existed. The safety-response infrastructure the world was built on is no longer adequate for the threat environment it faces. That gap is the defining public-safety challenge of this decade.In this context, Wrap Technologies Inc. (NASDAQ: WRAP) (Profile) has secured something its counter-drone competitors cannot buy: the ability to detect the drones that have learned to go silent. Through a strategic transaction with Israeli AI-sensing company Frenel Imaging Ltd., WRAP has secured exclusive United States and NATO distribution rights to the physics-based imaging technology that detect threats earlier, orchestrates a response, and acts with proportionate, mission-appropriate action. WRAP has placed that technology at the perception core of WrapShield, its new counter-UAS and autonomous public-safety platform. Counter-UAS is the entry point, with room to grow far beyond that. The market behind it spans domestic law enforcement, allied militaries and critical infrastructure across every NATO nation, set against a defense-technology sector where AeroVironment Inc. (NASDAQ: AVAV), Kratos Defense & Security Solutions Inc. (NASDAQ: KTOS), Ondas Holdings Inc. (NASDAQ: ONDS) and Red Cat Holdings Inc. (NASDAQ: RCAT) have drawn investor attention to autonomous and counter-drone systems.The fastest-growing drone threats fly with no radio signal, leaving an entire detection industry blind to the platforms that matter most.Wrap Technologies has secured exclusive U.S. and NATO rights to a physics-based sensing method that reads a target's thermal fingerprint, which cannot be jammed, spoofed or switched off.Consumer drones now sell for under $500 and can outrun the systems built to stop them, opening a public-safety response gap that hiring alone cannot close.Counter-UAS is framed as phase 1 of a multidomain market reaching from the ground into maritime, high-altitude and orbital domains, backed by a certified-agency network built to turn one-time hardware sales into recurring revenue.Wrap Technologies has completed a strategic equity investment in Frenel Imaging and secured exclusive distribution rights to the TPiCore(R) technology for the United States and all NATO member nations.Click here to view the custom infographic of the Wrap Technologies editorial.When Human Speed Becomes the Fatal VariableThe question in public safety is no longer whether agencies will adopt autonomous response systems. Physics settled that. What remains open is which platforms will own the category, and whether the institutions that need them most will have access before the next major incident exposes how wide the gap has grown.The math is unforgiving. Average police response times in the United States run approximately 10 minutes and vary widely by jurisdiction and incident type, while a drone can arrive on scene within 90 seconds. The distance between attacker speed and defender response is structural, and no amount of hiring closes it.The threat is already operational not theoretical. The U.S. Department of Justice has documented criminal organizations, including drug traffickers, using drones for surveillance, smuggling and contraband delivery. Research from the National Institute of Justice confirms that contraband deliveries into correctional facilities have become a weekly reality across the country. The NORAD commander has publicly addressed the scale of drone incursions over U.S. military installations. Langley Air Force Base, among the most secure installations in the nation, was forced to halt flight operations during repeated incursions for which no adequate nonlethal response protocol existed. Commercial drones that once required nation-state budgets now sell off a consumer shelf for under $500. This is the baseline environment every agency, installation and infrastructure operator works within.A new category of infrastructure is forming to meet it, sitting at the intersection of artificial intelligence, autonomous systems and nonlethal response. It behaves less like a product and more of an operating system, the connective tissue between detection, decision and response across every domain where threats now operate. Whoever builds it first will shape public safety for a generation.The RF-Silent Blind Spot No One Else Can CloseThe counter-drone industry rests on one assumption: that drones communicate. Radio-frequency detection works by listening for the signals drones broadcast for command, telemetry and navigation. Against large, openly operated platforms, that approach works. Against the fastest-growing and most dangerous segment of the threat, it is blind.Preprogrammed autonomous drones, fiber-optic guided munitions and purpose-built attack systems fly with no active RF link. They do not broadcast, so they cannot be jammed, and they are invisible to any system that needs a radio signal to find its target. The same first-person-view attack profiles used to destroy armored vehicles in Ukraine operate entirely outside the detection envelope of every RF-dependent system fielded in the United States, and the operators behind the Langley incursions left no detectable RF signature. This is the condition under which agencies, installations and infrastructure operators work today.Physics-based polarimetric thermal imaging attacks the problem at its root. Instead of listening for a signal, it reads the polarization state of thermal radiation emitted by physical objects. Aircraft composites, metallic payloads, human operators and natural vegetation each produce a distinctive polarimetric signature as permanent as their molecular composition. That signature cannot be spoofed, jammed or switched off, and it holds in darkness, fog, smoke and GPS-denied conditions.Frenel Imaging has built the TPiCore platform on a Division of Focal Plane architecture that captures and processes the polarization component of thermal radiation in real time at the edge, without cloud latency or RF dependency, data that conventional cameras are physically blind to. Independent field work, including a 2020 Army Research Laboratory study comparing mid-wave and long-wave thermal polarimetric imaging, supports the physics behind the platform's detection advantage.Through the Frenel transaction, WRAP holds exclusive rights to that capability across the United States and all NATO markets and has made TPiCore the machine-perception layer of WrapShield. For every agency, installation and infrastructure operator that needs to see the RF-silent threat, no competitor appears to hold an equivalent position.WrapShield Is a Platform, and the Moat Sits at Both EndsThe defense-technology companies that built the most durable positions over the past decade did not win on better individual sensors. They won on better connective tissue, software-defined platforms that fuse inputs into a coherent operational picture and link detection to response at machine speed. Platforms compound. Products commoditize. That distinction is the right lens for WrapShield.WrapShield is built around a Detect, Orchestrate, Respond pipeline, and the thesis embedded in that design is deliberate: In autonomous public-safety systems, durable value accrues at the sensor layer and the response layer, not in the orchestration middle, which commoditizes as model capabilities converge. WrapShield is engineered to lock both ends. At the Detect layer, TPiCore delivers polarimetric perception no RF-dependent rival can access, protected by exclusive U.S. and NATO rights. At the Respond layer, Wrap owns a proprietary nonlethal stack that no competitor can substitute around, including the BolaWrap(R) 150 remote restraint device, the Wraptor MX platform in advanced development, the DFR-X drone interdiction system and the Merlin-1 counter-UAS payload.In the middle, WrapShield stays deliberately open, designed to integrate with existing Defense Department and Homeland Security command-and-control architectures such as FAAD C2 and SAPIENT, and to run alongside the AI-orchestration providers rather than against them. The aim is to be the layer no orchestration platform can replicate from above or replace from below."We believe the polarimetric fingerprint of an object is as immutable as its molecular composition," said Frenel Imaging founder and chief technical officer Sagi Zur Arie. "It cannot be spoofed, jammed or turned off. WRAP is the right partner to scale this capability across the U.S. and NATO."This response layer is not new hardware in search of buyers. Wrap Technologies' nonlethal portfolio, including the BolaWrap 150, Wrap Reality(R) immersive VR training and WrapVision(TM) body-worn cameras, is already deployed across more than 1,000 agencies in 60 countries. That installed base matters less for the units sold than for what it can become.A certified-agency network trained on Wrap systems and renewing multiyear software and training agreements is the bridge from hardware metrics to the recurring, higher-margin revenue that supports a platform multiple rather than a hardware one. In Q1 2026 the company reported 45% revenue growth, $3.2 million in bookings and a purchase order from the U.S. Department of Homeland Security, an early federal milestone on the path from commercial nonlethal tools toward a full autonomous public-safety architecture.A Multiyear Strategy Executing in PublicThe Frenel move was not reactive. Wrap identified the RF-silent detection problem well before the announcement and spent the interval analyzing the technology, validating it against operational requirements and securing exclusive rights before the market understood the value. The structure pairs a strategic equity stake in Frenel with an exclusive license across the United States and all NATO markets, and the company has signaled it is the first in a planned sequence of moves to build out the Detect, Orchestrate, Respond architecture.Counter-UAS is WrapShield's first deployment domain, not its ceiling. The polarimetric sensing at its core is not drone specific. The same TPiCore architecture carries across operating environments, from ground systems and maritime platforms to high-altitude fixed-wing and orbital observation, and the exclusive U.S. and NATO license is structured to govern each domain extension that follows. The counter-UAS opportunity alone is sizable: The counter-UAS systems market is projected to grow from roughly $6.6 billion in 2025 to more than $20 billion by 2030, a compound annual growth rate above 25%. The full multidomain autonomous, nonlethal response market is a multiple of that figure."WrapShield is not a product roadmap," said Wrap CEO Scot Cohen. "It is a conviction about what this threat requires, a platform-level answer to a platform-level problem, built for operators who cannot wait for the market to catch up. This is Wrap's most important announcement. It will not be our last."The performance advantage compounds. TPiCore's edge is not proprietary hardware alone but software and AI processing layered on a physics-locked input, which makes the platform scalable, updatable and harder to match as it accumulates real-world deployment data.Three Verticals, One Platform, One Inflection PointAmerica's law enforcement staffing shortfall is not cyclical. It is structural, accelerating and impossible to solve through hiring alone. Departments nationwide operate well below authorized levels, and no number of additional officers closes a gap measured in seconds against a threat moving at machine speed.Supervised autonomy reframes the problem. When a single officer commands a network of autonomous aerial platforms, ground robots and sensor arrays, coverage extends across an area that would otherwise require dozens of personnel. Per-incident cost falls, response time compresses from minutes to seconds, and the officer is pulled back from the most dangerous point of contact while keeping command authority. This is a change in response doctrine, autonomous and nonlethal first response replacing a model built entirely on human presence, not a product upgrade layered onto old procedures.The autonomous public-safety market is not one vertical but three converging procurement ecosystems, domestic law enforcement, U.S. and allied military, and operators securing critical infrastructure, arriving at the same inflection point on the same threat curve, the same workforce economics and the same mandate to demonstrate nonlethal, proportionate response.Domestic law enforcement is the broadest near-term opportunity. More than 18,000 agencies operate with no deployed civilian counter-UAS tools despite a drone threat the Justice Department has acknowledged, and escalating use-of-force litigation has turned the absence of a nonlethal option into a measurable legal liability.The military and homeland security market brings a different scale of demand. The Defense Department is investing well over $1 billion a year in selected counter-UAS procurement and research lines, with Congressional Research Service data showing roughly $1.46 billion authorized for selected FY2025 counter-UAS programs and recent reporting showing the Army seeking nearly $1 billion for small counter-drone procurement in FY2027 alone. That spending is the backdrop against which investors have rerated names such as Kratos, AeroVironment, Ondas and Red Cat, and Wrap's exclusive U.S. and NATO rights open the same institutional channels across every member nation.Critical infrastructure is the third. Ports, power grids, stadiums and correctional facilities across NATO face the same threat with the same absence of an authorized civilian response protocol, and the Federal Aviation Administration has proposed rules restricting drone operations over critical infrastructure, a sign of growing federal recognition that the problem is systemic.Through WrapShield and the exclusive TPiCore license, Wrap may be the only public company positioned to serve all three verticals with a detection architecture aimed at the threats that matter most. Exclusive technology rights, a deployment footprint across more than 60 countries, deep agency and procurement relationships, and an expanding autonomous-systems roadmap are the pieces it is assembling into the connective tissue the next decade of public safety will require.Defense Innovation Accelerates RapidlyGovernments and defense organizations around the world continue to prioritize investments in technologies that strengthen national security, protect critical infrastructure and address rapidly evolving aerial threats. Recent developments across the sector highlight growing demand for advanced autonomous systems, counter-drone capabilities and scalable manufacturing, reflecting a broader effort to modernize defense readiness while enhancing the speed, flexibility and effectiveness of public-safety operations.AeroVironment Inc. (NASDAQ: AVAV) has been awarded a three-year, $500 million Indefinite Delivery, Indefinite Quantity ("IDIQ)" contract in support of Joint Interagency Task Force 401's (JIATF-401) Domestic Shield Program. Under this sole-source contract, AeroVironment will provide a range of Counter-Unmanned Aircraft Systems and Counter-Small Unmanned Aircraft Systems capabilities for use by the United States Department of War for force protection, base defense and counter-UAS operations in support of the Domestic Shield Program.Kratos Defense & Security Solutions Inc. (NASDAQ: KTOS) announced a major expansion of its Oklahoma City manufacturing campus. The expansion will include the addition of more than 100,000 square feet of manufacturing and production space. The expansion supports increasing customer demand for the company's family of high-performance, affordable jet-powered drone systems, including the Valkyrie collaborative combat aircraft, the Firejet/Mighty Hornet IV and others.Ondas Inc. (NASDAQ: ONDS) is reporting a collaboration between its subsidiary, Sentrycs, a leader in counter-drone ("C-UAS") technology based on Cyber-over-RF, and Lockheed Martin. Under the collaboration, Sentrycs' Cyber-over-RF technology will be integrated into Sanctum, Lockheed Martin's next-generation C-UAS solution to protect military forces, homeland security and critical assets against evolving unmanned aerial threats. Sanctum tackles complex drone threats, including coordinated swarms and rapidly evolving UAS tactics. It combines advanced artificial intelligence, cloud-enabled data fusion and a modular defense architecture to detect, track, analyze and neutralize aerial threats in real time.Red Cat Holdings Inc. (NASDAQ: RCAT) has unveiled Hellcat(TM), a dual-use small, unmanned aircraft system built on the proven Black Widow(TM) platform and designed for rapidly evolving operational environments. Red Cat launched Hellcat in conjunction with Eurosatory 2026, where defense leaders, government buyers and industry partners from across Europe and allied nations convened to evaluate current and future capabilities with a focus on small UAS, contested-environment operations, and interoperable systems.Together, these milestones underscore a broader transformation in the government and public safety landscape as advanced technologies become increasingly central to mission success. As autonomous platforms, artificial intelligence and next-generation defense systems continue to mature, organizations are expanding their capabilities to respond more effectively to emerging threats while improving resilience, situational awareness and operational readiness.For more information about Wrap Technologies Inc., please visit the Wrap Technologies profile.About NetworkNewsWireNetworkNewsWire ("NNW") is a specialized communications platform with a focus on financial news and content distribution for private and public companies and the investment community. It is one of 70+ brands within the Dynamic Brand Portfolio @ IBN that delivers: (1) access to a vast network of wire solutions via InvestorWire to efficiently and effectively reach a myriad of target markets, demographics and diverse industries; (2) article and editorial syndication to 5,000+ outlets; (3) enhanced press release enhancement to ensure maximum impact; (4) social media distribution via IBN to millions of social media followers; and (5) a full array of tailored corporate communications solutions. With broad reach and a seasoned team of contributing journalists and writers, NNW is uniquely positioned to best serve private and public companies that want to reach a wide audience of investors, influencers, consumers, journalists and the general public. By cutting through the overload of information in today's market, NNW brings its clients unparalleled recognition and brand awareness.NNW is where breaking news, insightful content and actionable information converge.For more information, please visit www.NetworkNewsWire.comPlease view full terms of use and disclaimers on the NNW website applicable to all content provided by NNW, wherever published or re-published: http://www.nnw.fm/DisclaimerNetworkNewsWire
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Editor@NetworkNewsWire.comNetworkNewsWire is powered by IBNDISCLAIMER: NetworkNewsWire (NNW) is the source of the Article and content set forth above. References to any issuer other than the profiled issuer are intended solely to identify industry participants and do not constitute an endorsement of any issuer and do not constitute a comparison to the profiled issuer. The commentary, views and opinions expressed in this release by NNW are solely those of NNW. Readers of this Article and content agree that they cannot and will not seek to hold liable NNW for any investment decisions by their readers or subscribers. NNW is a news dissemination and financial marketing solutions provider and are NOT registered broker-dealers/analysts/investment advisers, hold no investment licenses and may NOT sell, offer to sell or offer to buy any security.The Article and content related to the profiled company represent the personal and subjective views of the Author, and are subject to change at any time without notice. The information provided in the Article and the content has been obtained from sources which the Author believes to be reliable. However, the Author has not independently verified or otherwise investigated all such information. None of the Author, NNW, or any of their respective affiliates, guarantee the accuracy or completeness of any such information. This Article and content are not, and should not be regarded as investment advice or as a recommendation regarding any particular security or course of action; readers are strongly urged to speak with their own investment advisor and review all of the profiled issuer's filings made with the Securities and Exchange Commission before making any investment decisions and should understand the risks associated with an investment in the profiled issuer's securities, including, but not limited to, the complete loss of your investment.NNW HOLDS NO SHARES OF ANY COMPANY NAMED IN THIS RELEASE.This release contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E the Securities Exchange Act of 1934, as amended and such forward-looking statements are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. "Forward-looking statements" describe future expectations, plans, results, or strategies and are generally preceded by words such as "may", "future", "plan" or "planned", "will" or "should", "expected," "anticipates", "draft", "eventually" or "projected". You are cautioned that such statements are subject to a multitude of risks and uncertainties that could cause future circumstances, events, or results to differ materially from those projected in the forward-looking statements, including the risks that actual results may differ materially from those projected in the forward-looking statements as a result of various factors, and other risks identified in a company's annual report on Form 10-K or 10-KSB and other filings made by such company with the Securities and Exchange Commission. You should consider these factors in evaluating the forward-looking statements included herein, and not place undue reliance on such statements. The forward-looking statements in this release are made as of the date hereof and NNW undertakes no obligation to update such statements.
Original: Lock the Sensor, Lock the Response: The Power of Building the Autonomous Public-Safety Stack

Defense stocks rally after AeroVironment delivers record quarterly performance (UMAC)June 30, 2026 8:34 AM
IH Market News Sector advances as AeroVironment beats expectations Shares of Unusual Machines (AMEX:UMAC), Kratos Defense & Security (NASDAQ:KTOS) and Vishay Precision Group (NYSE:VPG) moved higher on Tuesday as investors reacted to stronger-than-expected results from industry peer AeroVironment (NASDAQ:AVAV). Kratos Defense & Security gained 8%, while Vishay Precision Group advanced 5%. The broader rally followed a 32% jump in AeroVironment’s shares during premarket trading after the company reported record fiscal fourth-quarter results. AeroVironment posts revenue and earnings beat AeroVironment reported fiscal fourth-quarter 2026 revenue of $641.6 million, more than double the level recorded a year earlier and comfortably ahead of analyst expectations of about $557 million. Adjusted earnings also exceeded forecasts, with non-GAAP earnings per share reaching $1.84 versus consensus estimates of between $1.47 and $1.48, representing an upside surprise of roughly 25%. The company’s Autonomous Systems division generated $492 million in quarterly revenue, outperforming expectations of approximately $402 million and contributing around 76% of total sales for the quarter. Strong report lifts broader defense sector AeroVironment’s stronger-than-expected financial performance sparked buying across the defence and precision technology sector, with investors extending gains to companies viewed as industry peers. The positive reaction reflected growing optimism around defence technology companies following AeroVironment’s robust revenue growth and earnings outperformance. Unusual Machines stock price Kratos Defense & Security Solutions stock price Vishay Intertechnology stock price AeroVironment stock price The post Defense stocks rally after AeroVironment delivers record quarterly performance (UMAC) appeared first on US Editors. Original: Defense stocks rally after AeroVironment delivers record quarterly performance (UMAC)

Guess this company is just worthless

https://www.msn.com/en-us/money/topstocks/spacex-just-went-public-these-5-other-publicly-traded-companies-could-be-the-biggest-winners/ar-AA25yBt7?ocid=winp2fptaskbarhover&cvid=6a2d86388c77432fb95da9ef1ecf1aa6&ei=14

Not that any of these articles mean anything anymore. Too bad it doesn't say will be instead of could be

As Counter-Drone Demand Surges, Defense Tech Goes on the OffensiveJune 12, 2026 8:20 AM
PR Newswire (US) Issued on behalf of VisionWave Holdings, Inc.As governments race to field affordable counter-drone and tactical autonomy systems, a wave of defense-tech consolidation is rewarding companies that can bolt advanced AI onto proven sensing hardware — and VisionWave is seeking to put itself at the center of that trend.WEST HOLLYWOOD, Calif. and NESS ZIONA, Israel, June 12, 2026 /PRNewswire/ -- USA News Group News Commentary — The defense and security technology sector has spent the past two years being reshaped by a single, stubborn reality: cheap, weaponized drones are now a battlefield and homeland-security staple, and the systems built to detect, track, and defeat them have become one of the fastest-growing niches in defense spending. Against that backdrop, VisionWave Holdings, Inc. (NASDAQ: VWAV) has moved to acquire a controlling interest in an established 3D perception company, signaling its intent to combine AI-driven sensing with proven imaging hardware at exactly the moment the market is paying up for that combination. On June 8, 2026, Foresight Autonomous Holdings Ltd. (NASDAQ: FRSX) (TASE: FRSX) announced a definitive agreement under which VisionWave will make a strategic equity investment of up to $17.5 million, payable in shares of VisionWave common stock, reflecting a post-investment valuation of approximately $34 million for Foresight. The structure gives VisionWave a path to a controlling 52% stake in Foresight while keeping both companies operating as independent, publicly traded entities. News of the deal sent Foresight shares sharply higher on the day of the announcement, while VisionWave traded up as well — a notable reaction for a transaction that is being paid in stock rather than cash.For VisionWave, the move is less about a single acquisition and more about positioning. The company has spent 2026 assembling a defense-and-sensing platform, and folding in a perception specialist with visible-light, infrared, and neuromorphic sensor technology gives it hardware to pair with its own AI and radio-frequency systems. In a sector where the U.S. government is actively weighing direct financial support for domestic drone and counter-drone firms, owning the full stack — sensors, AI, and RF — is increasingly the price of admission.Inside the VisionWave–Foresight TransactionAccording to the definitive agreement, the transaction is staged in two parts. In Stage 1, VisionWave will receive 46% of Foresight's issued and outstanding ordinary shares in exchange for VisionWave common stock with an aggregate value of approximately $15.5 million. Upon achievement of a defined commercial milestone — specifically, the commencement of a binding pilot project using the integrated Perception Platform — VisionWave will receive an additional 6% stake in exchange for additional VisionWave shares valued at approximately $2 million.Governance follows the money. VisionWave will have the right to appoint two directors to Foresight's board upon the Stage 1 closing, and one additional director upon the Stage 2 closing. The companies have been explicit that both will continue to operate as independent, publicly traded entities, and that the transaction remains subject to all required regulatory, stock-exchange, and shareholder approvals, along with other customary closing conditions.The strategic logic centers on integration. Through the collaboration, Foresight's high-resolution visible-light, infrared, and neuromorphic sensor technologies are expected to be combined with VisionWave's AI and radio-frequency-based perception systems. The stated goal is to create more intelligent, real-time perception solutions for defense and security applications — including counter-unmanned aircraft systems, tactical unmanned systems, border protection, and critical infrastructure monitoring."This strategic investment from VisionWave represents an important opportunity to combine our proven perception expertise with advanced AI technologies," said Haim Siboni, Chief Executive Officer of Foresight. "We believe that it positions Foresight to offer more sophisticated, AI-driven solutions for the growing defense and security markets, where real-time intelligent perception is increasingly critical."VisionWave Holdings describes itself as a defense and advanced sensing technology company developing AI-driven, RF-based sensing, autonomy, and computational acceleration technologies for defense, homeland security, and commercial infrastructure applications. Its stated mission is to connect defense innovation with civilian progress through shared core technologies deployed across air, land, and sea — a framing that maps directly onto the dual-use demand now driving the sector.CONTINUED … Read this and more news for VisionWave Holdings at: https://usanewsgroup.com/vwav-landingWhy the Timing Matters: A Sector Bid Up by Drone DominanceThe deal lands in the middle of a remarkable run for U.S. defense-technology equities tied to drones and counter-drone systems. The Pentagon's "Drone Dominance" initiative has set a target of fielding roughly 300,000 lower-cost autonomous systems by the end of 2027, backed by a multi-hundred-million-dollar budget line, and the administration has reportedly explored providing loans and even direct equity stakes to domestic drone manufacturers. That policy backdrop has repeatedly lifted an entire peer group of listed names in 2026.The investment thesis VisionWave is leaning into is straightforward: as the threat environment intensifies and procurement accelerates, the companies that can deliver intelligent, real-time perception — not just a sensor or just an algorithm, but the integrated system — are the ones positioned to win recurring government and commercial business. By moving to control a perception specialist, VisionWave is attempting to graduate from an early-stage platform story into a company with deployable hardware and a clearer commercialization path.It is worth being clear-eyed about scale. VisionWave is a small-cap, early-stage platform company, and its own filings caution that certain initiatives are early-stage and exploratory, with no assurance of material contributions. The Foresight transaction is also paid in stock, subject to multiple approvals, and structured around a milestone that has not yet been achieved. Those are real execution variables that investors should weigh against the strategic upside.The Company VisionWave Now KeepsVisionWave is seeking to put itself squarely alongside a peer set of listed defense-technology names that the market has been rewarding throughout 2026. The contrast in scale and approach across that group helps frame both the opportunity and the risk in VisionWave's strategy.The following peer comparisons are provided for illustrative and contextual purposes only and do not imply that VisionWave will achieve similar results, valuations, contract awards, or performance. These companies are significantly larger, more established, and have substantially greater resources, revenue bases, operating histories, and market presence than VisionWave, an early-stage platform company. Investors should not assume that VisionWave's strategy or the Foresight transaction will produce comparable outcomes.Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS) sits at the large-program, system-integration end of the spectrum. On April 8, 2026, Kratos disclosed that it had been awarded an Other Transaction Agreement with a total potential value of up to $446.8 million, contingent on the exercise of all options, to serve as prime contractor on the U.S. Space Force's Ground Management and Integration agreement for the Resilient Missile Warning and Tracking program. Kratos is also closely watched for its XQ-58A Valkyrie "loyal wingman" program, which operates alongside manned fighter aircraft — a reminder of how much larger an established prime can be relative to an emerging platform company.Red Cat Holdings, Inc. (NASDAQ: RCAT) anchors the tactical small-UAS and counter-drone side of the group. The company has been selected for the U.S. Army's Short Range Reconnaissance program of record and has pursued production work with Palantir on GPS-denied navigation. Red Cat's portfolio spans ISR and precision-mission drone families, illustrating how the market is assigning premium valuations to companies with both autonomy software and fielded hardware — the same dual-stack logic VisionWave is now pursuing through Foresight.Ondas Holdings Inc. (NASDAQ: ONDS) has spent 2026 broadening from drone hardware into higher-margin defense software, most notably through a $196.6 million all-stock acquisition of defense software firm Omnisys. Ondas is positioned across multi-domain ISR, counter-UAS technologies, AI software, and defense communications infrastructure — a diversification path that, like VisionWave's, is built on the premise that integrated software-plus-hardware platforms command better economics than point products.Unusual Machines, Inc. (NYSE American: UMAC) rounds out the comparison from the NDAA-compliant drone-parts manufacturing angle. The company has highlighted that its partner Powerus advanced to Phase II of the Defense Department's Drone Dominance Program with a low-cost, rapidly deployable, U.S.-manufactured drone platform. Unusual Machines underscores the supply-chain dimension of the sector's growth — the domestic-content and component sourcing that underpins the broader drone buildout VisionWave is aligning itself with.Taken together, these names map the landscape VisionWave is entering: established primes with billion-dollar revenue bases, mid-cap autonomy and ISR specialists, and emerging suppliers. VisionWave is attempting to carve out a perception-platform position within that field, and the Foresight transaction is its clearest statement yet of how it intends to do so.What Comes NextWith the definitive agreement signed, the near-term markers for investors are procedural and operational. The Stage 1 closing depends on regulatory, stock-exchange, and shareholder approvals. The Stage 2 stake hinges on the commencement of a binding pilot project using the integrated Perception Platform — the milestone that converts the partnership from a financing event into a commercial one. And the broader question is whether VisionWave can translate a controlling stake in a perception specialist into the kind of defense and security contracts that the sector's richer valuations are pricing in.For a market that has spent 2026 bidding up anything connected to autonomous and counter-drone systems, VisionWave's play is a clean test of a simple thesis: that owning integrated perception — AI, RF, and proven sensors under one roof — is where durable value in defense technology is increasingly being created.CONTINUED … Read this and more news for VisionWave Holdings at: https://usanewsgroup.com/vwav-landingTrack the signal, not the noise. Eagle Eye (eagle-eye.dev) delivers real-time investor intelligence across social, forum, and news sources.CONTACT:USA News Group
info @acblanke1SOURCES:[1] Foresight Autonomous Holdings Ltd. — "Foresight Secures $17.5 Million Strategic Investment from VisionWave…" (GlobeNewswire, June 8, 2026; primary company release and source of all deal terms and the CEO quotation)[2] Stocktwits / Yahoo Finance — "FRSX Stock Shoots Up 15% Today – Why Investors Are Cheering The Deal With VisionWave Holdings" (June 8, 2026):
https://finance.yahoo.com/markets/stocks/articles/frsx-stock-shoots-15-today-144908135.html [3] The Globe and Mail — counter-drone sector commentary naming VWAV, KTOS, RCAT, ONDS, and UMAC (April 16, 2026):
https://www.theglobeandmail.com/investing/markets/stocks/KTOS/pressreleases/1344943/as-the-counter-drone-era-goes-mainstream-this-nasdaq-ai-defense-stock-just-landed-a-world-cup-deployment-order/[4] Stocktwits — "Why ONDS, RCAT And Other Drone Stocks Are Surging In Overnight Trading" (Drone Dominance program, Omnisys acquisition; late May 2026):
https://stocktwits.com/news-articles/markets/equity/why-onds-rcat-and-other-drone-stocks-are-surging-in-overnight-trading/cZgi5MvResd [5] CoinCentral — "Red Cat, Kratos and Unusual Machines Are Surging…" (Pentagon funding talks, program budget detail; June 2026):
https://coincentral.com/red-cat-kratos-and-unusual-machines-are-surging-is-this-the-start-of-a-drone-stock-supercycle/DISCLAIMER:Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. USA News Group is a third party publisher and news dissemination service provider, which disseminates electronic information through multiple online media channels.This communication is a paid advertisement, and is for general information purposes only. This is a digital media distribution, and is not, and should not be construed as, a paid advertisement in the traditional sense. This communication is being distributed by USA News Group ("USA News Group," "we," "our") on behalf of Market IQ Media Group, Inc. ("MIQ"). MIQ has been paid a fee by VisionWave Holdings, Inc. directly for advertising and digital media from the company. There may be 3rd parties who may have shares of VisionWave Holdings, Inc., and may liquidate their shares which could have a negative effect on the price of the stock. MIQ owns shares of VisionWave Holdings, Inc. which were purchased in the open market, and reserves the right to buy and sell, and will buy and sell shares of VisionWave Holdings, Inc. at any time without any further notice.The information contained herein has been prepared based on publicly available sources, including company news releases and filings, and is believed to be reliable, but its accuracy and completeness are not guaranteed. We have not independently verified all of the information contained herein and undertake no obligation to update it. Comparisons to other companies referenced in this publication are for contextual and illustrative purposes only and do not imply any partnership, endorsement, affiliation, or comparable financial performance. All forward-looking statements involve risks and uncertainties, and actual results may differ materially. Always do your own due diligence and consult a licensed professional before investing. Read our full disclaimer at the link provided in this publication.CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS:This publication contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and Section 21E of the Securities Exchange Act of 1934, as amended. Such forward-looking statements include, without limitation, statements regarding the Foresight transaction (including Stage 1 and Stage 2 closings, milestone achievement, board appointments, and integration), expected benefits of combining technologies, potential commercial applications, market positioning, government support for drone/counter-drone initiatives, and the Company's ability to secure contracts or realize value from the investment.These statements are based on the Company's current expectations and assumptions and are subject to substantial risks and uncertainties that could cause actual results to differ materially from those described. Forward-looking statements are generally identified by words such as "believe," "may," "will," "estimate," "continue," "anticipate," "intend," "expect," "should," "would," "plan," "project," "forecast," "predict," "potential," "target," "seek," or similar expressions, or by statements that events, trends, or results "may," "will," "could," or "should" occur or be achieved.Such forward-looking statements involve known and unknown risks, uncertainties, and other factors that may cause actual results, performance, or achievements to be materially different from any future results, performance, or achievements expressed or implied by the forward-looking statements. These risks and uncertainties include, but are not limited to: risks related to the development, integration, and testing of advanced autonomous systems, AI, RF sensing, and computer vision technologies; the timing and successful closing of the Foresight transaction and any related milestones; regulatory, stock exchange, shareholder, and national security approvals; ability to secure government and defense contracts; market acceptance and competition; availability of capital; macroeconomic and geopolitical uncertainties; intellectual property risks; integration risks; delays in technical or commercialization milestones; dependence on key personnel and partners; and other risks detailed in the Company's filings with the U.S. Securities and Exchange Commission, including its most recent Annual Report on Form 10-K, Quarterly Reports on Form 10-Q, and Current Reports on Form 8-K.All forward-looking statements speak only as of the date of this publication and are expressly qualified in their entirety by the cautionary statements contained herein and in the Company's SEC filings. The Company undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise, except as may be required by law. Investors and readers are strongly cautioned not to place undue reliance on these forward-looking statements.  View original content to download multimedia:https://www.prnewswire.com/news-releases/as-counter-drone-demand-surges-defense-tech-goes-on-the-offensive-302798829.html Original: As Counter-Drone Demand Surges, Defense Tech Goes on the Offensive

Low Pole reversal on 11 June 2026. GLTA
At Close $58.78 +$3.96 (+7.22%)

Low Pole Reversal on 4 June 2026. GLTA
At Close $63.40 change +$4.97 (+8.51%). Good job!

$63.30 😂

BOOHOO!
57.48
-5.79 (-9.15%)

UnF'ing believable or F'ing unbelievable
58.02
-5.25 (-8.30%)

Looking for highs would be considered Greedy.

This most likely will not see the highs again until sometime in 2028. imo

BOOYA!

Ascending Triple Top Breakout on 28 May 2026. GLTA
Share price KTOS Last $65.83 Change +$8.53 (+14.89%).
Nice jump at this time. Go KTOS

Drone stocks rally after report of Pentagon-backed funding discussionsMay 28, 2026 8:54 AM
IH Market News Shares of several U.S. drone manufacturers moved sharply higher Monday after a report from The Wall Street Journal said the Trump administration is considering funding agreements with domestic drone companies to strengthen U.S. production capabilities. Unusual Machines (AMEX:UMAC) surged 25%, while Red Cat (NASDAQ:RCAT) gained 13%. AeroVironment (NASDAQ:AVAV) and Kratos Defense & Security (NASDAQ:KTOS) each climbed 10%. Ondas (NASDAQ:ONDS) advanced 9%, and AIRO Group (NASDAQ:AIRO) rose 7%. According to the report, the administration is exploring financing arrangements with American drone manufacturers as part of a broader push to expand domestic weapons production and lower procurement costs. The discussions reportedly involve several private drone companies as well as Pentagon officials, including representatives from the Office of Strategic Capital, a Defense Department-backed lending office created during the Biden administration to support businesses tied to critical national security supply chains. The negotiations are still ongoing, with defense officials continuing to review participating companies before any final agreements are reached. People familiar with the discussions told the Journal that some proposed deals could involve a combination of debt financing and equity investments through multiple funding structures, potentially giving the U.S. government partial ownership stakes in certain companies. Among the firms reportedly being considered for funding are Performance Drone Works, which recently secured a U.S. Army contract for reconnaissance drones; Unusual Machines, a drone component supplier that counts Donald Trump Jr. as both a shareholder and advisory board member; and Neros Technologies, a Sequoia Capital-backed startup focused on small first-person-view drone systems. Unusual Machines stock price Red Cat Holdings stock price AeroVironment stock price Kratos Defense & Security Solutions stock price Ondas Holdings stock price Airo Group stock price Original: Drone stocks rally after report of Pentagon-backed funding discussions

Counter-Drone Procurement Goes GenerationalMay 28, 2026 8:35 AM
PR Newswire (Canada) Issued on behalf of VisionWave Holdings, Inc.A vertically integrated autonomous defense platform built around RF, computer vision, AI video analytics, and composite materials NEW YORK, May 28, 2026 /CNW/ -- Equity Insider News Commentary — The U.S. defense procurement environment has made significant shifts in the last twelve months when compared to at any point in the prior decade. The Pentagon's Drone Dominance Program is now aiming to field more than 200,000 autonomous systems. Section 1709 of the FY25 National Defense Authorization Act has, through FCC implementation, effectively banned foreign-manufactured drones from the U.S. defense supply chain. The U.S. defense budget is being discussed at roughly US$1 trillion, with proposals for FY2027 pushing toward US$1.5 trillion.[1] Underneath the topline spend, one specific capability has accelerated from secondary priority to urgent requirement: counter-drone. The proliferation of cheap, expendable aerial threats across Ukraine, the Red Sea, and contested regions globally has rewritten the defense electronics procurement map.[1] Air bases, critical infrastructure, naval vessels, and forward-deployed units all need the same thing — affordable, sensor-rich, AI-driven systems that can detect, classify, and neutralize hostile drones in real time. According to a MarketsandMarkets forecast, the global counter-unmanned aircraft system (C-UAS) market is projected to grow from approximately US$6.64 billion in 2025 to roughly US$20.31 billion by 2030, representing a compound annual growth rate of approximately 25.1%.[2] North America is expected to lead that growth, driven by rising U.S. defense investments, AI-enabled detection adoption, and protection of critical infrastructure.[2]Inside that procurement environment, VisionWave Holdings, Inc. (NASDAQ: VWAV) has been quietly stacking the kind of integrated platform pieces that the new Pentagon procurement framework may favor. The Company describes itself as a defense and advanced sensing technology company building an integrated multi-domain intelligence platform spanning autonomous systems, RF-based sensing, artificial intelligence infrastructure, visual perception, and computational acceleration technologies.[3] The pieces matter less individually than they do as a vertically integrated stack — and that vertical integration is what the Pentagon is actively procuring. (Such statements reflect management's current views and are subject to risks and uncertainties; there can be no assurance of procurement awards or commercial success.)— For more in-depth information on VisionWave, please visit: https://equity-insider.com/vwav-landing —ARGUS, VARAN, SolarDrone, And A 51% Stake In Israeli Missile Defense CompositesAt the centre of the VisionWave platform is ARGUS — the Company's AI-driven counter-drone system designed to detect and analyze aerial threats using RF-based sensing technologies.[4] ARGUS is the program that VisionWave is seeking to establish most directly onto the C-UAS procurement window opening across 2026 and 2027. (Development is ongoing; no assurance of program-of-record status or revenue.)  Beyond ARGUS, VisionWave has introduced the VARAN Unmanned Ground Vehicle platform — designed for surveillance, logistics, and security missions — and announced the PS500000 autonomous ground vehicle program.[4]Through its wholly owned subsidiary SolarDrone Ltd., the Company is seeking to advance multiple UAV initiatives including international discussions regarding wildfire mitigation, infrastructure monitoring, and environmental protection.[4] SolarDrone was acquired from Blade Ranger Ltd. (TASE: BLRN) for 1,500,000 VWAV shares and 300,000 pre-funded warrants, with SolarDrone having already shipped product and generated revenue.[3] On March 17, 2026, SolarDrone announced an agreement to acquire a 51% controlling interest in Junko Solar Ltd., an Israeli company specializing in solar panel maintenance and cleaning services, at an agreed company valuation of US$400,000 with total consideration of US$204,000 structured in three staged payments.[5] The transaction integrates Junko's solar maintenance activity into SolarDrone operations and adds Amos Cohen — Junko's founder and controlling shareholder — as Chief Executive Officer and Director of SolarDrone Ltd.[5] SolarDrone was selected to participate in Abu Dhabi Sustainability Week 2026, further validating its dual-use positioning.[4]The strategic anchor of VisionWave's 2026 plan is its definitive agreement to acquire a 51% controlling stake in C.M. Composite Materials (pursuant to a binding definitive agreement announced February 24, 2026; the transaction has not yet closed and remains subject to customary closing conditions, regulatory approvals, and other uncertainties; there can be no assurance it will be consummated. The seller's components have been publicly associated with certain Israeli defense programs, but VisionWave makes no representation regarding specific end-use programs or future revenue therefrom.)A Four-Layer Sensing Architecture, Integrated Through AI Decision PipelinesSince the Company's March 30, 2026 corporate update, VisionWave has materially expanded its platform architecture. With the acquisition of xClibre and the proposed investment in Foresight Autonomous Holdings (FRSX), the Company is seeking to from a primarily RF-based platform toward an integrated multi-modal intelligence stack combining RF detection, stereo and thermal computer vision, and AI video analytics — unified through autonomous command-and-control and decision pipelines.[3]The four-layer architecture is structured as follows: an RF Sensing Layer providing wide-area, all-weather detection through VisionRF; a Computer Vision Layer adding stereo vision, thermal imaging, and 3D obstacle detection through the pending Foresight (FRSX) closing; an AI Video Analytics Layer; and a unified autonomous command-and-control decision pipeline that fuses outputs across all three sensing modalities.[3] The architectural distinction matters in the counter-drone context specifically. Single-sensor detection systems have been increasingly bypassed by adversaries using inexpensive, rapidly iterated drone variants. Multi-modal fusion — RF plus computer vision plus thermal plus AI classification — is now the procurement-favored architecture, and it is what the C-UAS evolution across the back half of 2026 is going to favor. (This reflects industry trends; no assurance VisionWave will secure related contracts.)Why The Procurement Window Matters NowSeveral structural factors are aligning to favor multi-modal AI defense platforms specifically in 2026. The first is Section 1709 of the FY25 NDAA, which through FCC implementation has effectively banned foreign-manufactured drones from the U.S. defense supply chain.[1] The provision creates a structural regulatory moat for every domestic drone manufacturer operating with U.S. supply chains — and could accelerate procurement timelines as agencies scramble for compliant alternatives.[6] The second is the U.S. defense budget itself — approximately US$1 trillion in 2026 with proposals for FY2027 pushing toward US$1.5 trillion.[1] The third is the rapid expansion of the C-UAS line item specifically inside that envelope, with North America driving the majority of the projected 25.1% compound annual growth rate to 2030.[2]Counter-drone has accelerated from secondary priority to urgent requirement because the threat side has changed. The proliferation of cheap, mass-produced expendable drones across Ukraine, the Red Sea, and contested regions globally has demonstrated that conventional air defense systems are not economically viable against US$1,000 drone swarms.[1] What is required is a fundamentally different category of defensive architecture — one designed around AI-driven detection, classification, and neutralization at a cost-per-engagement that scales against the threat. VisionWave's vertically integrated stack — ARGUS for counter-drone detection, VARAN for ground autonomy, SolarDrone for aerial payloads, and C.M. Composite Materials for hardened structural components — is mapped specifically onto that procurement requirement.(All market size, budget, and growth projections are third-party estimates and inherently uncertain; actual outcomes may differ materially.)How VisionWave Sits Inside The Counter-Drone And AI Defense UniverseAeroVironment, Inc. (NASDAQ: AVAV) — now branded simply as 'AV' — completed its all-stock acquisition of BlueHalo on May 1, 2025, in a transaction valued at approximately US$4.1 billion that transformed the Company from a drone manufacturer into a diversified defense technology platform.[7] On January 5, 2026, AV announced a US$874 million, five-year Indefinite Delivery, Indefinite Quantity (IDIQ) contract with the U.S. Army to support foreign military sales of its Group 1–3 unmanned aerial systems, including the combat-proven Puma, Raven, and JUMP 20 platforms.[7] AeroVironment's Switchblade loitering munition — a kamikaze drone that fits in a tube — has become the signature weapon of the Ukraine conflict.[6] AeroVironment provides the institutional-scale comparable for what a vertically integrated drone-plus-counter-drone defense platform can look like at full scale.Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS) occupies the upper end of the platform spectrum with jet-powered unmanned aerial systems, hypersonic vehicles, rocket systems, propulsion systems for drones, missiles, loitering munitions, and counter-unmanned aircraft systems among its primary business areas.[8] On April 8, 2026, Kratos disclosed a US$446.8 million space systems contract to support the U.S. Space Force's Resilient Missile Warning and Tracking program — a deal worth roughly one-third of the Company's fiscal 2025 revenue of US$1.35 billion.[7] On February 26, 2026, Kratos announced a US$1 billion underwritten common stock offering, subsequently pricing 14,285,714 shares at US$84.00 per share — capital that positions the Company to scale across its expanding contract base.[8] Kratos represents the broader institutional-defense comparable for how the public market is now valuing vertically integrated autonomous systems platforms inside the new procurement environment.Palantir Technologies Inc. (NASDAQ: PLTR) has continued to lock in multi-year program-of-record status with the U.S. Department of War and allied defense customers across 2026, with its AIP (Artificial Intelligence Platform) and Gotham software now serving as a foundational data-and-decision layer across multiple defense procurement programs.[7] Palantir's role inside the broader AI defense procurement environment is different from VisionWave's — Palantir is the software-prime decision layer, where VisionWave is building the sensing-to-decision stack at the platform level — but the categories are increasingly interlinked. Palantir provides the software-prime comparable for how AI defense software is being institutionally repriced inside the new procurement environment.BigBear.ai Holdings, Inc. (NYSE: BBAI) has been positioning as a hardware-and-AI hybrid stitching computer vision into national security workflows.[7] BigBear.ai's combination of computer vision, AI, and defense data analytics gives it overlapping platform exposure with VisionWave's computer vision layer specifically — and BigBear.ai's market repricing across 2026 has tracked the broader institutional appetite for AI-defense-software exposure that combines computer vision modalities with defense-grade decision pipelines. BigBear.ai represents the most directly comparable mid-cap AI defense platform play for the kind of multi-modal sensing-and-analytics integration that defines the VisionWave architecture. The companies referenced above are significantly larger, more established entities with substantially greater resources, revenues, market capitalizations, and operating histories than VisionWave. Any comparison between these companies and VisionWave is for general industry context only and may not be suitable or indicative of VisionWave's future performance, results of operations, or prospects. VisionWave is a smaller reporting company at an earlier stage of development, and there can be no assurance that it will achieve similar results or growth rates.The Catalyst Window AheadVisionWave's near-term catalyst sequence is dense. The C.M. Composite Materials 51% acquisition remains subject to closing conditions. The Foresight Autonomous Holdings (FRSX) computer vision layer is pending closing. The xClibre acquisition has been integrated into the AI infrastructure layer. The Junko Solar acquisition through SolarDrone is structured in three staged payments. ARGUS demonstration activity continues. The PS500000 autonomous ground vehicle program has been announced.[3][4][5] Considered together, those steps describe a small-cap company assembling, in real time, exactly the kind of platform footprint that the Pentagon procurement environment is actively rewarding.  (All subject to successful completion, technical validation, regulatory approvals, and other risks.)For investors who have read the C-UAS procurement window — the US$6.64 billion to US$20.31 billion growth path, the Section 1709 supply-chain reorganization, the trillion-dollar defense budget environment — VisionWave offers small-cap exposure to a vertically integrated multi-domain intelligence platform at a market capitalization that does not yet reflect the sum of its parts. The next twelve months will test whether the integrated platform thesis can convert into contract wins, program-of-record status, and recurring procurement revenue.   Actual results will depend on numerous risks and uncertainties detailed in the Company's SEC filings.Article Sources[1] https://www.prnewswire.com/news-releases/counter-drone-just-became-the-fastest-growing-niche-in-defense-visionwave-is-already-demonstrating-argus-302734941.html[2] https://www.morningstar.com/news/pr-newswire/20260413ln32515/ai-eyes-move-onto-the-counter-drone-battlefield-as-defense-tech-companies-race-to-fuse-video-with-rf [3] https://www.sec.gov/Archives/edgar/data/0002038439/000173112226000605/e7574_ex99-1.htm [4] https://www.morningstar.com/news/pr-newswire/20260406ln27640/counter-drone-just-became-the-fastest-growing-niche-in-defense-visionwave-is-already-demonstrating-argus [5] https://www.sec.gov/Archives/edgar/data/0002038439/000173112226000412/e7445_ex99-1.htm [6] https://exoswan.com/military-drone-stocks/ [7] https://www.prnewswire.com/news-releases/ai-eyes-move-onto-the-counter-drone-battlefield-as-defense-tech-companies-race-to-fuse-video-with-rf-302740634.html [8] https://www.sec.gov/Archives/edgar/data/0001069258/000106925826000024/exhibit991offering20260302.htmCONTACT:
Equity Insider
info @therooster-2873DISCLAIMER NOTICEThis is a paid promotional advertisement. Nothing in this publication constitutes personalized financial advice, an offer to buy or sell securities, or a recommendation to purchase any security.Equity-Insider.com is a wholly-owned subsidiary of Market IQ Media Group, Inc. ("MIQ"). This article is distributed on behalf of MIQ, which has been paid a fee by VisionWave Holdings, Inc. (NASDAQ: VWAV) for advertising and digital media services. MIQ owns shares of VWAV purchased in the open market and reserves the right to buy and sell shares of VWAV at any time without further notice. MIQ also expects to receive additional compensation in the future as part of its ongoing digital media efforts for the Company.Important Conflict of Interest Disclosure: The compensation received by MIQ from VisionWave Holdings, Inc. creates a material conflict of interest that may affect the objectivity of this communication. Because of this conflict, readers are strongly urged not to rely on this publication as the basis for any investment decision.All information contained herein has not been independently verified and is not guaranteed to be accurate or complete. The content is based on publicly available information and management statements but should not be assumed to be reliable without independent verification. Forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially from those expressed.Investing in securities, particularly micro-cap and development-stage companies such as VWAV, involves a high degree of risk, including the potential loss of some or all of your investment. Readers should consult with a licensed financial advisor and conduct their own due diligence, including a review of VWAV's filings with the U.S. Securities and Exchange Commission, before making any investment decision. Neither MIQ nor its affiliates are licensed to provide investment advice.This disclaimer serves as notice that all materials disseminated by MIQ regarding VWAV are paid advertisements that have been reviewed and approved by VisionWave Holdings, Inc. for distribution.Cautionary Note Regarding Forward-Looking StatementsThis publication contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and Section 21E of the Securities Exchange Act of 1934, as amended. Such forward-looking statements include, without limitation, statements regarding VisionWave Holdings, Inc. (NASDAQ: VWAV) and its subsidiaries' platform integration efforts, the ARGUS counter-drone system, the VARAN Unmanned Ground Vehicle, SolarDrone operations and acquisitions (including Junko Solar), the pending or proposed acquisition of a controlling interest in C.M. Composite Materials (transaction have not been closed yet), the proposed investment in Foresight Autonomous Holdings (FRSX), the xCalibre™ AI video analytics assets, the development of a multi-modal sensing architecture, potential participation in U.S. Department of Defense and allied procurement programs, anticipated catalyst events, contract opportunities in the counter-UAS and autonomous systems markets, and the Company's overall business strategy and growth plans.These statements are based on the Company's current expectations and assumptions and are subject to substantial risks and uncertainties that could cause actual results to differ materially from those described. Forward-looking statements are generally identified by words such as "believe," "may," "will," "estimate," "continue," "anticipate," "intend," "expect," "should," "would," "plan," "project," "forecast," "predict," "potential," "target," "seek," or similar expressions, or by statements that events, trends, or results "may," "will," "could," or "should" occur or be achieved.Such forward-looking statements involve known and unknown risks, uncertainties, and other factors that may cause actual results, performance, or achievements to be materially different from any future results, performance, or achievements expressed or implied by the forward-looking statements. These risks and uncertainties include, but are not limited to: risks related to the development, integration, and testing of advanced autonomous systems, AI, RF sensing, and computer vision technologies; the timing and successful closing of pending or proposed acquisitions and investments (including C.M. Composite Materials and Foresight); regulatory, export control, ITAR, and national security approval requirements; ability to secure government and defense contracts or program-of-record status; market acceptance and competition in the counter-UAS and autonomous systems sectors; availability of sufficient capital and financing; macroeconomic, geopolitical, and defense budget uncertainties; intellectual property prosecution, protection, and enforcement risks (including provisional patent applications); integration risks associated with recently acquired or licensed technologies and subsidiaries; delays or failures in achieving technical, development, or commercialization milestones; dependence on key personnel and strategic partners; and other risks detailed in the Company's filings with the U.S. Securities and Exchange Commission, including its most recent Annual Report on Form 10-K, Quarterly Reports on Form 10-Q, and Current Reports on Form 8-K.All forward-looking statements speak only as of the date of this publication and are expressly qualified in their entirety by the cautionary statements contained herein and in the Company's SEC filings. VisionWave Holdings, Inc. undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise, except as may be required by law. Investors and readers are strongly cautioned not to place undue reliance on these forward-looking statements.Logo - https://mma.prnewswire.com/media/2840019/5990469/Equity_Insider_Logo.jpg View original content to download multimedia:https://www.prnewswire.com/news-releases/counter-drone-procurement-goes-generational-302783555.htmlSOURCE Equity Insider Original: Counter-Drone Procurement Goes Generational

HOLD KTOS and score BIG

Ascending Triple Top Breakout on 22 May 2026. GLTA
Share price turned positive in my Port. Probably bottom established
We shall see. Market environment seems improving at this time.

Hey, Rad.

I don't have a response to your question here other than to say those contracts represent a very smart way to go after shares....or cash.I do wish that ai had taken a hefty position at $5, though.

THV

Double Top Breakout on 20 May 2026. GLTA

The Pentagon Has Decided It Has a Hypersonic Problem -- and the Process Discipline to Solve It Is Coming Out of the Commercial SectorMay 19, 2026 12:05 PM
PR Newswire (Canada) Issued on behalf of Starfighters Space, Inc.Defense primes are reporting record backlogs, raised guidance, and accelerating missile and hypersonic program ramps. Capacity, not contracts, is now the binding constraint. Starfighters Space (NYSE American: FJET) just engaged Integrated Launch Solutions to add launch, range, licensing and mission integration depth to its STARLAUNCH pathway — exactly the type of process layer the Pentagon's demand is searching for.CAPE CANAVERAL, Fla., May 19, 2026 /CNW/ -- Equity-Insider.com News Commentary — The Q1 2026 earnings cycle in defense and aerospace has been remarkably consistent on one point: demand for hypersonic, missile defense, and responsive space capabilities is running well ahead of installed capacity. The senior primes have all but said the quiet part out loud — programs are getting funded, framework agreements are getting signed, but the binding constraint is now industrial throughput, integration cycle time, and the availability of seasoned engineering and mission integration teams. That is the context against which Starfighters Space, Inc. (NYSE American: FJET) — the owner and operator of the world's fastest fleet of commercial supersonic aircraft — disclosed that it has engaged Integrated Launch Solutions, Inc. ("ILS") to provide engineering and technical integration support as it advances the STARLAUNCH pathway from design and analysis toward flight and launch services. [1]The work is expected to support program planning, requirements definition, trajectory analysis, licensing strategy, range coordination and related integration activities. ILS will serve as an extension of the Starfighters team, providing subject matter expertise in mission design, analysis, and simulation; systems engineering and technical integration; regulatory and safety compliance; and range integration. [1] The ILS resource pool draws from Boeing, Lockheed Martin, United Launch Alliance, SpaceX and the U.S. Air Force, with prior work supporting the U.S. Air Force, the National Reconnaissance Office, NASA and commercial customers."STARLAUNCH is a pathway, and the pathway depends on execution," said Tim Franta, Chief Executive Officer of Starfighters Space. He framed the ILS engagement as adding "process discipline and execution capacity required to expedite space launch development from concept through flight readiness," paired with the recent appointments of Jose Arias as Vice President, Space Operations, and Catrina L. Medeiros as Director, STARLAUNCH Operations — both senior leaders drawn from Blue Origin's New Glenn program. [1][2]The strategic logic becomes clearer when you look at what the senior defense and aerospace primes have been telling investors over the past four weeks.For more information, please read our full report on Equity-Inisder.com Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS) reported Q1 2026 revenue of $371.0 million on May 6, 2026 — up 22.6% year-over-year and 15.8% organically — and raised its full-year 2026 outlook to $1.700 billion to $1.760 billion in revenue. [3] On the earnings call, CEO Eric DeMarco confirmed that what Kratos groups as its "defense rocket support" business — the segment housing its hypersonic work — has an expectation of $400 million in 2026 revenue and $700 million in 2027 revenue. [4] DeMarco linked hypersonic funding visibility to defense budget actions including the reconciliation bill, said Kratos has been verbally informed of success on certain hypersonic program awards, and referenced a separate "$1 billion plus sole source hypersonic program expansion verbal award" that he said the company believes it will receive shortly. [4] Kratos also expects to begin small jet engine LRIP later this year for cruise missiles and powered munitions, with plans to produce "several thousand engines" in 2027. [4]Lockheed Martin Corporation (NYSE: LMT) reported Q1 2026 sales of $18.0 billion on April 23, 2026 and reaffirmed its full-year sales target of $77.5 billion to $80.0 billion. [5] On the same day, the Company was awarded a $365 million contract for Aegis Ballistic Missile Defense and was subsequently selected by the U.S. Space Force as one of 12 vendors eligible for Space-Based Interceptor (SBI) prototype agreements with an aggregate ceiling of up to $3.2 billion under the Golden Dome layered missile defense architecture. [6] Lockheed signed a 7-year framework agreement with the Department of War to ramp PAC-3 Missile Segment Enhancement (MSE) production from approximately 600 to 2,000 missiles annually, structured with provisions for inflation and protection against term adjustments. [7] Strategic and missile defense programs on the Fleet Ballistic Missile and Next Generation Interceptor (NGI) programs were called out as drivers of Q1 segment-level growth at Missiles and Fire Control. [5]Northrop Grumman Corporation (NYSE: NOC) reported Q1 2026 sales of $9.9 billion on April 21, 2026, with diluted EPS of $6.14 — up 85% year over year — and ended the quarter with $96 billion in backlog. [8] Notably, shortly after the close of the quarter, Northrop secured an award to accelerate development of the Glide Phase Interceptor (GPI), bringing the total contract value to $1.3 billion. [8] GPI is designed to intercept hypersonic missiles that can evade traditional missile defense systems — a capability the company described as critical given the proliferation of hypersonic weapons. CEO Kathy Warden told investors on the call that Northrop's missile defense business now accounts for nearly 10% of company sales, that demand in the area has been "exceptionally strong," and that Northrop is "well-positioned to capitalize on significant opportunities such as Golden Dome." [9] Tactical solid rocket motor production capacity has doubled, with further expansion targeted to complete by 2027.Karman Holdings Inc. (NYSE: KRMN) — operating as Karman Space & Defense — has positioned itself as a pure-play supplier of mission-critical systems for launch vehicle, satellite, spacecraft, missile defense, hypersonic and unmanned aircraft systems customers. The Company posted record full-year 2025 results in late March 2026, with revenue up 37% and adjusted EBITDA up 37% year-over-year. [10] Hypersonics and Strategic Missile Defense revenue for the year was reported at $150.0 million, up 30.9% year-over-year. [11] For full-year 2026 the Company raised its expectations to total revenue of $715 million to $730 million and non-GAAP adjusted EBITDA of $207 million to $218 million, representing annual growth of 53% in revenue and 46% in adjusted EBITDA at the midpoints. [10] CEO Jon Rambeau cited "the generational increase in demand for the missile and munitions programs that Karman supports" combined with the U.S. government's efforts to establish multi-year prime procurement contracts as the basis for what he described as a "high-growth trajectory." [10]The pattern is unmistakable. Across Kratos, Lockheed Martin, Northrop Grumman, and Karman, the Q1 2026 prints share the same architecture — record or accelerating backlog, raised guidance, hypersonic and missile defense programs called out as standout growth drivers, and framework agreements being signed to lock in multi-year production ramps that exceed current rates by orders of magnitude.For more information, please read our full report on Equity-Inisder.comWhat is also unmistakable is that none of those primes can flight-test a production-size hypersonic article in real, variable atmospheric conditions in a single 45-minute mission. That capability is being commercialized by Starfighters Space.The Asset Behind the STARLAUNCH PathwayStarfighters Space is the operator of the largest fleet of MACH 2+ capable aircraft in the world, and the only commercial company with the ability to fly payloads at sustained MACH 2+ and with the capability to launch those payloads to space. [1] The Company operates from NASA's Kennedy Space Center, where it maintains a fleet of seven modified F-104 supersonic aircraft configured to act as a first-stage lifting platform carrying payloads up to 45,000 feet for air launch to space.STARLAUNCH 1 is being developed as a sub-orbital vehicle designed to support short-duration microgravity missions and to serve as a pathfinder for future air-launched concepts. The Company has reported wind tunnel testing that demonstrated clean separation from the aircraft platform, followed by a Critical Design Review process. [1] The Wind Tunnel in the Sky service uses the F-104 to fly as an airborne wind tunnel — the platform can fly at MACH 2 for over ten minutes, generating the equivalent of approximately 20 traditional 30-second ground wind tunnel runs, and compressing what would otherwise take about ten days of fixed-facility testing into a single 45-minute flight. [2]That is precisely the kind of throughput economics the Pentagon's hypersonic program managers — and the senior primes feeding those programs — are looking for as installed test capacity becomes the binding constraint on flight cadence.The ILS engagement now puts a deep bench of launch, range, licensing and mission integration experience around that operational asset, with prior work supporting the U.S. Air Force, the National Reconnaissance Office, NASA and commercial customers. Combined with the recent Blue Origin operational hires, Starfighters is building the engineering, regulatory, and execution stack required to move STARLAUNCH from milestone to flight at exactly the moment the customer base — the defense industrial complex — is ramping demand.The primes are signaling the demand is there. The Pentagon is signaling the funding is there. The bottleneck has shifted to capacity and execution. Starfighters Space (NYSE American: FJET) is positioning to be one of the operators that closes that gap.For more information on Starfighters Space, Inc. (NYSE American: FJET), visit equity-insider.com/fjet-landingCONTACT:
Equity Insider
editor @acblanke1Article Sources:[1] Starfighters Space, Inc. press release, "Starfighters Space Engages Integrated Launch Solutions to Advance STARLAUNCH Pathway," May 2026.
[2] Business Wire — "Starfighters Space Adds Blue Origin Leaders to Accelerate STARLAUNCH Development," May 7, 2026 — businesswire.com 
[3] StockTitan — "Kratos Q1 revenue up 22.6%, lifts FY26 outlook," May 6, 2026 — stocktitan.net
[4] Investing.com — "Earnings call transcript: Kratos Defense outperforms expectations in Q1 2026," May 7, 2026 — investing.com
[5] Lockheed Martin Corporation press release — "Lockheed Martin Reports First Quarter 2026 Financial Results," April 23, 2026 — news.lockheedmartin.com 
[6] StockTitan — "Lockheed Martin Wins U.S. Space Force SBI Contracts," April 2026 — stocktitan.net
[7] TIKR.com — "Lockheed Martin vs. RTX Corporation: Which Defense Stock Is the Smarter Investment?" — tikr.com
[8] Northrop Grumman Corporation press release — "Northrop Grumman Reports First Quarter 2026 Financial Results," April 21, 2026 — SEC.gov
[9] Investing.com — "Earnings call transcript: Northrop Grumman beats Q1 2026 forecasts," April 21, 2026 — investing.com
[10] StockTitan — "Karman Holdings posts record 2025 growth and raises 2026 revenue and EBITDA guidance," March 25, 2026 — stocktitan.net
[11] Karman Holdings Inc. Form 8-K Filing — FY2025 results, SEC.govDISCLAIMER: Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a digital media distribution and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. This article is being distributed by Equity Insider on behalf of Market IQ Media Group Inc. ("MIQ"). Regarding this publication, MIQ has been paid a fee for Starfighters Space, Inc. advertising and digital media from Creative Direct Marketing Group ("CDMG"). There may be 3rd parties who may have shares of Starfighters Space, Inc., and may liquidate their shares which could have a negative effect on the price of the stock. The owner/operator of MIQ does not currently own shares of Starfighters Space, Inc. but reserves the right to buy and sell, and will buy and sell shares of Starfighters Space, Inc. at any time without any further notice commencing immediately and ongoing. This potential for trading constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this, individuals are strongly encouraged to not use this publication as the basis for any investment decision. Please let this disclaimer serve as notice that all material, including this article, which is disseminated by MIQ has been reviewed and approved on behalf of Starfighters Space, Inc. by CDMG. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless verified by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results.Logo - https://mma.prnewswire.com/media/2840019/Equity_Insider_Logo.jpg View original content to download multimedia:https://www.prnewswire.com/news-releases/the-pentagon-has-decided-it-has-a-hypersonic-problem--and-the-process-discipline-to-solve-it-is-coming-out-of-the-commercial-sector-302775905.htmlSOURCE Equity Insider Original: The Pentagon Has Decided It Has a Hypersonic Problem -- and the Process Discipline to Solve It Is Coming Out of the Commercial Sector

THV
Was this you?

https://americanoptions.beehiiv.com/p/600k-bet-on-kratos-trader-slams-2-000-ktos-august-75-calls?utm_source=americanoptions.beehiiv.com&utm_medium=newsletter&utm_campaign=600k-bet-on-kratos-trader-slams-2-000-ktos-august-75-calls&_bhlid=bb8833288f5713e249fcb8980069cbc194ed9a31

I think I am going to throw up. This is hard to watch. Guess I need to stop watching and look at it next year.

https://financialnewsletter.com/2-stocks-benefiting-from-growing-drone-demand/
Not really sure how this has 83.42% upside.
According to the 23 analysts covering the company’s stock, the average twelve-month price target for KTOS shares is $96.28. This represents a forecasted upside of 83.42% from the current share price.

THV, I am a buy and holder. Never been a trader although I'm getting older and don't have the time to hold any more, plus I'm learning stocks are not for buy and holders this day and time unless they are quality dividend stocks.. I did not do a ton of deep diving into this as it was a sub $5 stock when I bought it 11-12 years ago. I looked over the fins and when they announced the Valkyrie unmanned drones I bought in. This is definitely a mystery why this has dropped this low and keeps dropping. They are improving quarter after quarter, year after year, yet the share price is going in the opposite direction. I wouldn't think this could go much lower, but I never thought it would go this low. If I had the $$ I would be buying here. Might be a good thing I don't since it continues to drop. I was hoping to see this $200+ in 2028 but at this rate I'd be happy to see it get back above $100. To me this clearly makes no sense to continually drop to this level on no bad news.

Radly, try this on for size:

Ktos is spending money like crazy on inventory buildup, hypersonics, drone assembly and satellite services/ manufacture.
You're going crazy because you could buy shares at today's prices last June and July.

This is like a company that has to build a new plant and staff it before it makes some bank. The majority of investors are short-term sighted. This is a bit ( a small bit) longer than what many are willing to wait for.
Their cash burn rate alone right now is maybe 400k per day. Ouch.
They're looking at really turning this all around starting 2028. I think they'll get it done. That's why I'm buying this year's shares at last year's prices .

If you can find it within yourself to buy now, enjoy later, I think you'll be very happy. If you're not wired that way, there are several other A&D plays out there getting it done right now .

THV

Rad, quick question. I don't know much of anything about you as an investor. How much of a deep dive( = due diligence) did you do before you started putting money into this?

I'm just comparing your process to mine, no judgement here on you.

I feel I want to help you figure out the mystery of this.

THV

PS. It may help you to know that of the past 8 financial quarters,KTOS has beat market expectations all 8 times ..deepening the mystery.

A big factor here is that in terms of something called financial behavior, the majority of investors are both short- sighted and very biased by the uninformed opinions of others .

For example, if a stock looks like a loser per its chart, it must be a loser . This is clearly wrong in the case of KTOS.

THIS is a fantastic buying opportunity and I know it, which is why I buy it..

I will never understand the stock market. This is total crap. The company gets a $447 million contract, has another great quarterly financial report with no negatives and it continues to tank. This steep selloff makes no sense. This should be $100 stock. Yet I had another stock that was constantly going down and I sold because they were going to do a reverse split. When the company announced the reverse split the stock shot up 60%. Makes absolutely no sense

Viagra kicked in after hours 😁

Low Pole Reversal on 6 May 2026. GLTA

Double Bottom Breakdown on 5 May 2026. BLTA
Day order to buy shares at $58.29 filled.