Actualités

In early August 2026, Kratos Defense & Security Solutions reported second-quarter revenue of US$458.8 million and higher net income year-on-year, raised its 2026 revenue outlook to US$1.75–US$1.81 billion, and highlighted new defense work including Javelin seeker development and support for Japan’s SPY-7 missile defense tests. These developments, alongside new U.S. tariffs aimed at boosting domestic drone production, highlight Kratos’ growing role in priority defense programs spanning...

American drone companies got a sudden lift in the stock market Friday after President Trump announced plans to impose tariffs on imported drones.

KTOS' $15B pipeline and rising defense demand could fuel growth as new awards expand backlog and revenues.

ONDS' Q2 revenues jump more than 13-fold to $83.8 million, while losses widen and the 2026 revenue outlook rises to $525-$550 million.

Drone makers and suppliers, including two companies with ties to the Trump family, rallied Friday after the White House said it’s applying a tariff on imports of unmanned aircraft systems and their components.

ONDS enters the second half of 2026 with a $757 million backlog, strong order momentum and several major programs set to ramp.

Drone stocks are rising following President Donald Trump’s new tariff policies on imported drones and components.

Trump’s new tariffs put duties of up to 100% on imported drones and parts while encouraging companies to manufacture more products in the U.S.

Investing.com -- President Donald Trump signed a proclamation Thursday imposing aggressive tariffs on imports of unmanned aircraft systems and their critical components under Section 232 of the Trade Expansion Act. The action establishes a layered duty regime designed to curb reliance on foreign supply chains, address pressing national security concerns, and accelerate domestic production capacity across the industrial base. Under the new order, heavy industrial and military-grade drones, specif

ONDS wins a multi-million-dollar Israeli defense tender for tactical attack drones, expanding its autonomous defense platform and global opportunity.

Rapid spending isn’t always a sign of progress. Some cash-burning businesses fail to convert investments into meaningful competitive advantages, leaving them vulnerable.

Kratos' second quarter results drew a notably positive market response, with leadership attributing the strong performance to accelerated demand across its hypersonics, jet engine, and defense support businesses. CEO Eric DeMarco highlighted the company’s alignment with Department of Defense priorities, noting that Kratos' recent investments in scalable, affordable manufacturing positioned it to capture a growing pipeline of government contracts. Management credited new program awards in hyperso

Shares of aerospace and defense company Kratos (NASDAQ:KTOS) jumped 2.5% in the afternoon session after the company announced its target systems were successfully used in a joint missile defense exercise with the U.S. Missile Defense Agency (MDA) and the Japan Maritime Self-Defense Force (JMSDF).

The mean of analysts' price targets for Kratos (KTOS) points to a 66.1% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Discovery Fund”. A copy of the letter is available to download here. Baron Discovery Fund appreciated by 19.08% (Institutional Shares) in the quarter, underperforming the Russell 2000 Growth Index, which gained 25.71%. This lag was primarily due to a momentum-driven “AI […]

KTOS gains ground in unmanned systems and hypersonics, but supply-chain risks remain as investors weigh its growth and valuation.

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

Defense contractor posts 30.5% revenue growth on rocket and hypersonic demand.

Kratos Defense & Security Solutions (NasdaqGS: KTOS) supplied key systems for Japan's Flight Test Experiment-01 missile defense trial alongside the U.S. Missile Defense Agency and Japan Maritime Self-Defense Force. The company recently secured a new U.S. Army contract to provide next-generation Javelin missile seekers for advanced munitions programs. These wins expand Kratos' role in allied missile defense testing and in core U.S. tactical weapons programs that are priorities for defense...

Kratos Defense & Security Solutions stock has delivered a very strong 316.5% return over the past three years, yet its valuation checks flag the shares as expensive rather than a clear bargain. Recent contract wins and hypersonics ambitions have sharpened interest in the story, while the low value score suggests investors are paying up for that optimism. The 316.5% three year return puts Kratos Defense & Security Solutions among the stronger performers in its space, which can leave new...

ONDS heads into Q2 earnings with surging revenue expectations, a growing defense pipeline and M&A-driven scale, but integration and profit risks linger.

Unusual Machines just posted revenue that obliterated Wall Street estimates, yet the EPS miss and a massive stock compensation charge tell a messier story beneath the headline. With the entire drone sector surging in lockstep, figuring out whether UMAC deserves its momentum or is simply riding a policy wave matters now.

Shares of Red Cat Holdings (NASDAQ:RCAT) are extending a sharp post-earnings rebound, rising 6.84% in Monday trading to $9.84. That builds on a 22.31% gain over the past week, a run that started from a $7.53 base on July 31. The question worth asking: is the entire drone group moving, or is this RCAT alone? ... Red Cat Holdings (RCAT) Stock Is Jumping Today: What’s Moving Drone Stocks?

ONDS has secured a more than $50 million U.S. Army LUS order under Mistral's $982 million IDIQ contract, extending production visibility and its defense footprint.

Kratos ramps up hypersonics, jet engines and unmanned systems as new capacity, program funding and bookings support stronger second-half growth.

ONDS stock surges 20.6% in a month as acquisitions and rising orders lift its outlook, but profitability issues and execution risks temper the upside case.

Fortinet and Ecopetrol have been highlighted as Zacks Bull and Bear of the Day

Investment firm Piper Sandler upgraded Kratos Defense & Security Solutions to Overweight with a $75 price target.

Kratos's earnings last night weren't quite as good as they first appeared.

Kratos Defense cleared Q2 estimates, lifted its guidance. KTOS stock jumps on upgrade as outlook offers "comfort" to analyst.