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Stocks / Aerospace & Defense

KTOSAerospace & Defense

Kratos Defense & Security Solutions, Inc.
$40.061d -6.1%5d -1.2%settled close · 2026-11-02

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Get what investors say about KTOS next

2 investor calls on KTOS in the last 90 days (1 bullish, 1 bearish). Follow KTOS free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.

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Mkt cap $7.5B (11/2)β 2.0252w $38–76Shares 186.8MInd. Guided Missiles & Space Vehicles & PartsNasdaq since 1999Emp. 4,300HQ San Diego, CAkratosdefense.com
The tape, with the calls on it

Who said what, and what KTOS did next

Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.

bullish bearish both sides
Who’s talkingIdea Scout · free

Who’s talking about KTOS

1 long1 shortlatest 2026-10-19
DateVoiceStanceVenueThesis
2026-10-19Jim Cramer (CNBC)Host, CNBC's Mad MoneyBearishCNBC (uncut)Defense stocks are broadly out of favor with the market and Cramer is siding with negative sentiment despite…
2026-09-13GriffonomicsBullishCapital AllocatorsKratos captures asymmetric growth from the military doctrine shift toward cheap expendable drone swarms…
Idea Scout tracks who’s talking across television, podcasts, and interviews — every stance dated to the appearance it came from. Sign up free →
Earnings

Next report: 5 Nov 2026 after the close

Confirmed date · consensus EPS 0.21. Reactions below are the next settled session over the prior close.
The options tape

Notable options days

Sessions in the last 120 where KTOS’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 11 of 120 sessions qualified.

The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are member content.
DateCloseRVOL Δ$ flow ($M)Call % LEAPS %+20 sess.
2026-10-21
2026-10-15
2026-10-07
2026-10-05
2026-10-02
2026-10-01
2026-09-29
2026-09-22
2026-08-05
2026-08-04
2026-05-28
+20 sess. = raw price change over the following 20 sessions — not market-adjusted; the tape tells you where to look, not what happens next.
Follow KTOS and its tape leads The Brief, the free morning email, every trading day. Get The Brief — free →
The Wheel · put-selling

KTOS on the Wheel

KTOS did not pass our 1-month put test (V1, V2, V3); the Wheel shows its puts without calling one best.

The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.

Decision support, not advice · questions put sellers ask us

Idea Scout

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