KTOS
Kratos Defense & Security Solutions, Inc.
stock NASDAQ

With AVAV rocketing what do we think about KTOS??

Well you're right about avav looks like shit is up 33% now i might buy KTOS calls today for their august earnings

Couldn’t get a fill order on KTOS yesterday and now I’m upset 😭 😭😭😭😭

I’ve been watching RCAT, RDW, KTOS, and AVAV. AVAV was the best for market tape, but I forgot to buy stake. I think their company is dogshit though.
RCAT has the best business imo because they’re focusing on DJI type replacement drones, but they’re struggling to find profitable footing, and RDW/KTOS is the moonshot
KTOS has a lot of legal issues though.
None of these companies look that great under the surface, but no government contractor really does.
NFA for sure, but I’m holding RDW and RCAT, watching KTOS, and was planning on being in AVAV but. Now I think they’re “overvalued”, once they hit some profit taking point I’ll add a symbolic position and watch them.

Fuck yeah RDW/KTOS, drone stocks going up

You bought at a bad time but KTOS is actually a really decent drone stock if you believe drones are the future of warfare. buying at $69 is very bad luck.

Just won big from the AVAV earnings today. Did shares only though. Gonna roll into shares of RCAT and KTOS tomorrow

Fair picks. AVAV is definitely the most established of the group with proven execution and growing defense demand. KTOS has quietly built a solid business across drones and autonomous defense systems, while RCAT probably has the highest volatility but also some interesting catalysts if it keeps winning military programs. I still like UMAC because it's more of a picks and shovels play on the domestic drone supply chain.

I like AVAV KOTS and RCAT a bit better but yes UMAC is an interesting speculative. AVAV has revenue now from drones, which just doubled. KTOS is also growing. RCAT is very volatile and is speculative but I like it. And own it.

KTOS had a pretty wild Q1, beat profit estimates by a couple cents and revenue was up 23%, https://wiseek.ai/ticker/ktos/news/kratos-defense-security-reports-strong-q1-profit-beat-boosts-full-year-outlook-8b3297626b7e6f2f2d9051054d0b579ecbcc4396ab85e6fa639d115291bc642d/. That's a strong sign, especially for their drone business.