BREAKING: Trump Threatens 100% Tariff On All Canadian Goods Today's Spotlight Get Over 70% Off IBD Digital Navigate volatility and stay on top of your trades—try 2 months of IBD Digital for $20. More News (© Gary Neill) Best Online Brokers For 2026: These 10 Brokerages Top The Rest Partner Center Since the start of 2026, the market's middleweights have quietly delivered. Top midcap performers include drone manufacturer Kratos (KTOS), several suppliers to semiconductor manufacturers, and a slew of mining sto ...

Key Points Kratos' stock fell around the Greenland dispute this week between the United States and Europe. The stock received a price target from an analyst that is below its current level. Shares of the stock are still up over 200% in the last twelve months. 10 stocks we like better than Kratos Defense & Security Solutions › Shares of Kratos Defense & Security Solutions (NASDAQ: KTOS) sank 12% this week, according to data from S&P Global Market Intelligence. The upstart defense provider of dron ...

Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund focuses on investing in a portfolio of 50 small and mid-cap companies with promising growth potential. The US equity market ended the fourth quarter on a strong note, with the S&P surging 2.7%, maintaining its steady upward momentum. Investors' optimism was supported by better-than-expected corporate earnings, the ...

In this article, we will look at the 13 Best Russell 2000 Stocks to Buy Right Now.​On January 6, Royce Investment Partners released their outlook for the small-cap stocks in 2026. The firm noted that it sees small-cap quality and value stocks as well-positioned for a rebound in 2026. Since the April lows in 2025, the market has been driven by lower-quality, speculative stocks that are somehow linked to the AI trade. The firm added that some of these stocks lack strong fundamentals and have no actual revenue ...

Piper Sandler initiated coverage on Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) with a Neutral rating and a stock price of $120.59.The stock experienced a significant drop of 9% due to broader geopolitical concerns, notably President Trump's comments about potentially annexing Greenland.Kratos remains a key player in the defense industry with a market capitalization of approximately $20.36 billion, despite recent volatility and geopolitical challenges.Kratos Defense & Security Solutions, Inc. (N ...

Key Points Kratos stock sold off on no obvious, Kratos-specific news today. Investors may be worried about EU action in response to President Trump's Greenland threats. 10 stocks we like better than Kratos Defense & Security Solutions › Kratos Defense & Security (NASDAQ: KTOS) stock crashed 9% through 12:25 p.m. ET Wednesday. No one seems to know why this happened... But I have a theory. Image source: Getty Images. U.S. vs EU President Trump has been making noises about wanting to annex (purchas ...

AeroVironment (NASDAQ: AVAV) has firmly established itself as one of the most essential pure-play leaders in tactical unmanned aircraft systems. The company specializes in UAS platforms, tactical missiles, and precision loitering munitions. The U.S. Department of Defense, allied militaries, and international partners widely deploy the companies' Raven, Puma, and Switchblade systems.Below are five drone and defense stocks that have already captured meaningful momentum in 2026 and remain closely tied to the s ...

Drone makers Aerovironment (AVAV) and Kratos Defense (KTOS) certainly seem to have very bright futures ahead of them, as both have landed major deals from the Pentagon in the last year, both firms have integrated advanced technologies into their products, and drones have become a major part of warfare. Moreover, geopolitical tensions are generally high and rising in much of the world, causing many countries to raise their defense spending meaningfully. And President Donald Trump is asking Congress to incre ...

Industry Overview - The defense and aerospace industry is experiencing volatility due to President Trump's proposals, including limiting defense stock buybacks and capping executive pay, which are seen as negative but unlikely to become law [1] - A proposed increase in the Pentagon's budget to $1.5 trillion by 2027 represents a 66% increase over the current 2026 defense budget, indicating a priority for increased defense spending [1][2] Company Highlights Kratos Defense and Security Solutions Inc. - Kratos has emerged as a significant player in the defense sector, reaching a market cap of $20 billion, driven by innovations in unmanned systems [3] - The company has consistently generated over $300 million in sales for three consecutive quarters and has surpassed analysts' EPS projections [3] - Kratos' stock has received three price target increases in 2026, including a new high target of $134 from Stifel [3] RTX Corp. - RTX, formed from the merger of Raytheon and United Technologies, has a market cap of nearly $260 billion and generates over $80 billion in annual sales [8] - The company is trading at 31 times forward earnings with a dividend yield of 1.4%, and is expected to report record quarterly revenue of over $22.7 billion in its upcoming Q4 2025 earnings report [8] L3Harris Technologies Inc. - L3Harris received a $1 billion investment promise from the Department of Defense and plans to spin out its missile business into a separate entity [9] - The stock has increased over 16% since the start of January 2026, driven by solid fundamentals and a bullish MACD crossover [12] General Dynamics Corp. - General Dynamics, a $97 billion defense contractor, has a strong history of dividend payouts, raising them for 34 consecutive years with a yield of 1.66% [13] - The company has a favorable valuation at 24 times forward earnings and recently secured a $900 billion deal with the U.S. Navy [15] Northrop Grumman Corp. - Northrop Grumman is the fifth-largest U.S. contractor by defense spending and has recently broken out of a multi-month downtrend [17][20] - The stock has retaken the 50-day SMA, with the breakout confirmed on the MACD, indicating potential for further upside [20]

Core Viewpoint - Kratos Defense & Security Solutions has opened a new 55,000-square-foot hypersonic and "Other" system manufacturing and payload integration facility in Princess Anne, Maryland, reflecting its commitment to national security and the U.S. defense industrial base [1] Group 1: Facility Details - The new facility spans 55,000 square feet and is designed for manufacturing and payload integration [1] - The facility is strategically linked to customers, programs, contracts, partners, and specific hardware, ensuring tailored and efficient operations [1] Group 2: Company Strategy - The opening of the facility exemplifies Kratos' strategy of making upfront commitments to rapidly develop and deploy relevant national security hardware and systems [1] - The facility aims to achieve low-cost, efficient rapid execution and delivery to the warfighter [1]