On Wednesday, Cathie Wood-led Ark Invest executed significant trades involving Bullish BLSH, Kratos Defense and Security Solutions Inc. KTOS, Pony AI Inc. PONY, and Robinhood Markets Inc. HOOD.The Bullish Inc TradeArk Invest added 36,328 shares of Bullish across its ARK Innovation ETF ARKK and ARK Next Generation Internet ETF ARKW, a stake worth nearly $1.97 million. The stock ended the regular session at $54.35, up 5.82%.This surge followed the release of Bullish’s second-quarter earnings, which reported a ...

We recently published 10 Hot Stocks Investors Are Buying, 5 Break Fresh Records. Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) is one of the best performers on Tuesday. Kratos Defense extended its rally for a fifth straight day on Tuesday to hit a new all-time high as investor sentiment was boosted by the US government’s loosened export restrictions for military drones. During the session, Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) touched a new 52-week high of $76.62 before trimmi ...

SAN DIEGO, Sept. 17, 2025 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a Technology Company in the Defense, National Security and Global Markets and the National Chung-Shan Institute of Science and Technology (NCSIST) have partnered to introduce the Mighty Hornet IV Attack UAV, a revolutionary transformation of the MQM-178 target drone. This advanced UAV will be showcased at the upcoming Taipei Aerospace & Defense Technology Exhibition (TADTE), held September 18-20 at the Ta ...

An updated edition of the July 24, 2025 article.The drone industry is witnessing rapid growth, with the global drone tech market expected to witness a CAGR of 14.3% from 2025 to 2030, according to a report from Grand View Research, whereas the commercial drone market is expected to witness a CAGR of 20.8% from 2025 to 2032, per the Fortune Business Insights report. Defense applications are the mainstay for the adoption of unmanned aerial vehicle (UAV) technology. Governments worldwide are now increasingly d ...

Key Takeaways Kratos Defense shares soared 59.8% in three months, far outpacing industry and market growth.Gains driven by new programs, Airbus partnership, and U.S. defense contracts.Expansion in drones, hypersonics, propulsion and $1.41B backlog fuel outlook.Shares of Kratos Defense & Security Solutions, Inc. (KTOS) have gained 59.8% in the past three months compared with the 2.4% growth of the Zacks Aerospace-Defense Equipment industry. It also outperformed the Zacks Aerospace sector’s growth of 4.6% and ...

Group 1 - The company specializes in equity research focused on technology, innovation, and sustainability investment, utilizing a unique "First Principles" approach to identify overlooked investment opportunities [1] - The analyst has a strong background in investment, private equity, and venture capital, with a proven track record of delivering strong returns [1] - Articles published on Seeking Alpha emphasize emerging technologies, sustainable investing, and the intersection of innovation and finance, aiming to share insights and foster collaboration among investors [1] Group 2 - The analyst has disclosed a beneficial long position in the shares of KTOS, indicating personal investment interest [2] - The article expresses the analyst's own opinions and is not influenced by compensation from any company mentioned [2] - Seeking Alpha clarifies that past performance does not guarantee future results and that the views expressed may not reflect the platform's overall stance [3]

alexsl/iStock via Getty ImagesThe small-cap equity universe has a reputation as the corner of the market where true gems are hiding, as it is mostly undercovered by Wall Street analysts, so unique growth stories with a potential for outsized returns could go unnoticed and underappreciated. Investors have multiple options to gain exposure to that equity echelon, with the iShares Core S&P Small-Cap ETF (NYSEARCA:IJR), an ultra-low-cost passively managed vehicle, being one of the main examples. IJR might l ...

Core Insights - The increasing global demand for advanced missile systems, driven by rising defense budgets and military modernization, presents growth opportunities for missile-focused defense contractors like Kratos Defense & Security Solutions [1][5] - Kratos plays a significant role in U.S. missile defense initiatives, providing essential hardware and testing capabilities for hypersonic systems [2][10] Company Developments - Kratos has made notable advancements in missile defense, including the successful launch of its Aegis Readiness Assessment Vehicle Type B (ARAV-B) during NATO's Formidable Shield 25 exercise, demonstrating the reliability of its targets [3][10] - The company is constructing a $50 million Hypersonic System Indiana Payload Integration Facility to support hypersonic testing and integration, and has secured a $3.4 million contract for logistics and engineering support for its BQM-177A target drone [4][10] Industry Trends - Other defense contractors, such as Lockheed Martin and RTX Corporation, are also benefiting from missile modernization initiatives, with Lockheed securing a $9.8 billion contract for PAC-3 MSE interceptors and RTX's Raytheon unit co-producing Stinger missile components in Europe [6][7][8] Financial Performance - Kratos shares have increased by 203.4% over the past year, significantly outperforming the industry average growth of 37.2% [9] - The company's shares are currently trading at a forward Price/Sales ratio of 7.46X, which is lower than the industry average of 10.12X, indicating a potential undervaluation [11]

Group 1 - The focus is on identifying small cap companies with strong fundamentals and growth potential, large cap companies experiencing temporary setbacks, and stable companies with solid dividend yields and growth potential [1] Group 2 - The analyst has a beneficial long position in the shares of KTOS, indicating a personal investment interest in the company [2]

Core Viewpoint - S&P Dow Jones Indices will implement changes to the S&P 100, S&P 500, S&P MidCap 400, and S&P SmallCap 600 indices effective September 22, 2025, to enhance market capitalization representation [1][2]. Changes Summary - **S&P 100 Changes**: - Addition of Uber Technologies (Ticker: UBER) in the Industrials sector - Deletion of Charter Communications (Ticker: CHTR) from the index [2][3]. - **S&P 500 Changes**: - Additions: - AppLovin (Ticker: APP) in the Information Technology sector - Robinhood Markets (Ticker: HOOD) in the Financials sector - Emcor Group (Ticker: EME) in the Industrials sector - Deletions: - MarketAxess Holdings (Ticker: MKTX) in the Financials sector - Caesars Entertainment (Ticker: CZR) in the Consumer Discretionary sector - Enphase Energy (Ticker: ENPH) in the Information Technology sector [2][3]. - **S&P MidCap 400 Changes**: - Additions: - Nutanix (Ticker: NTNX) in the Information Technology sector - TransUnion (Ticker: TRU) in the Industrials sector - MP Materials (Ticker: MP) in the Materials sector - Kratos Defense & Security Solutions (Ticker: KTOS) in the Industrials sector - Deletions: - Emcor Group (Ticker: EME) in the Industrials sector - The Wendy's Company (Ticker: WEN) in the Consumer Discretionary sector - Acadia Healthcare Company (Ticker: ACHC) in the Health Care sector - ManpowerGroup (Ticker: MAN) in the Industrials sector [3][4]. - **S&P SmallCap 600 Changes**: - Additions: - MarketAxess Holdings (Ticker: MKTX) in the Financials sector - Caesars Entertainment (Ticker: CZR) in the Consumer Discretionary sector - Enphase Energy (Ticker: ENPH) in the Information Technology sector - The Wendy's Company (Ticker: WEN) in the Consumer Discretionary sector - Acadia Healthcare Company (Ticker: ACHC) in the Health Care sector - Noble Corporation (Ticker: NE) in the Energy sector - Q2 Holdings (Ticker: QTWO) in the Information Technology sector - Waystar Holding (Ticker: WAY) in the Health Care sector - Hecla Mining (Ticker: HL) in the Materials sector - Deletions: - MP Materials (Ticker: MP) in the Materials sector - Kratos Defense & Security Solutions (Ticker: KTOS) in the Industrials sector - ProPetro Holding (Ticker: PUMP) in the Energy sector - Xerox Holdings (Ticker: XRX) in the Information Technology sector - TechTarget (Ticker: TTGT) in the Communication Services sector - Mesa Laboratories (Ticker: MLAB) in the Health Care sector - Owens & Minor (Ticker: OMI) in the Health Care sector - B&G Foods (Ticker: BGS) in the Consumer Staples sector - Jack in the Box (Ticker: JACK) in the Consumer Discretionary sector - Simulations Plus (Ticker: SLP) in the Health Care sector [3][4].