Defense firm Kratos climbs after BTIG turns bullish
** Shares of Kratos Defense & Security Solutions KTOS.O up 5.2% at $72.34 after BTIG upgrades to 'buy' from 'neutral'
** Brokerage sets PT at $80, a tie for Street-high, per LSEG
** KTOS's affordable technology, ready now solutions, and exposure to key areas of priority make co a "prime beneficiary of growing defense budgets globally," BTIG wrote in note
** BTIG said it has conviction KTOS could see significant growth in its Unmanned Systems business (KUS) in the coming year
** Strong growth and margin expansion expected in the out years, BTIG said, as co's recent contract wins ramp up and dilutive contracts are renewed at higher price points
** San Diego-based KTOS' stock got a boost last month after U.S. Defense Secretary Pete Hegseth ordered sweeping new directives to fast-track drone production and deployment
** Now, 12 of 14 brokerages rate KTOS "strong buy" or "buy" and 2 have "hold"; m edian PT of $70 up from $52 a month ago and from $39 on Jun 14
** With move on the session, stock up ~173% YTD
Related Articles
Investing in Clean Energy
TradingKey - Not so long ago, clean energy was relegated to a niche, a corner for subsidies, early markets, and greens. Now it's at the center of global economic thought. Governments, business, and consumers are driving a structural transformation from fossil fuels to renewables. The roofs are toppe
Investing in Luxury & Experiential Consumption
Niche assets like data centers, logistics, healthcare, and cold storage thrive on structural drivers, not traditional property cycles Specialized real estate benefits from secular trends like digitalization, demographics, and supply chain innovation, making demand resilient and less cycle-sensitive
Oracle’s FY2026 Q1 Preview: Will OpenAI Contract Spark a Broadcom-Like Stock Surge?
TradingKey - As analysts raise targets and expectations, could Oracle’s stock replicate the post-earnings rally seen at Broadcom following its OpenAI-related contract announcement?
U.S. August CPI Preview: Persistent Rise in Inflation, What Impact on Rate Cuts? And on US Stocks?
TradingKey - On 11 September 2025, the U.S. will publish August CPI data. Consensus forecasts indicate a 0.3% month-over-month increase for both headline CPI and core CPI. As a result, headline CPI year-over-year may climb to 2.9%, up from 2.7%
Fed to Cut Rates: All Asset Prices Up!
TradingKey - The Federal Reserve is almost certain to restart its interest rate cut cycle on 17 September this year. After in-depth research, we have concluded that cryptocurrencies, the broader U.S. stock market, and short-term U.S. Treasury bonds will all go up.
