Cathie Wood Redefines 'Defense Stock' With Space, Semis And Drones [Yahoo! Finance]
Kratos Defense & Security Solutions, Inc. (KTOS)
Last kratos defense & security solutions, inc. earnings: 2/24 04:00 pm
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kratosdefense.com
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Source: Yahoo! Finance
modernization opportunity lies in space infrastructure, semiconductors, drones, and AI platforms, rather than traditional defense primes. From Tanks To Tech Stack In a new note titled "The Future of Defense Is In Space," ARK contends that the modern defense stack is turning into a technology stack built around data, connectivity and autonomy instead of capex-heavy platforms like tanks, ships and fighter jets. Key building blocks, the firm says, now include launch vehicles and satellites, secure communications, autonomous systems and drones, cybersecurity and data analytics, AI-enabled targeting and logistics, and space infrastructure such as orbital data centers.? Don't Miss: The ‘ChatGPT of Marketing' Just Opened a $0.85/Share Round — 10,000+ Investors Are Already In This Energy Storage Company Already Has $185M in Contracts—Shares Are Still Available Space As Backbone ARK argues that space is becoming the backbone of security, enabling orbital surveillance, secure co
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KTOS
News
- Airbus prepares Kratos drones for European combat system flight tests [Seeking Alpha]Seeking Alpha
- Kratos, Airbus Preparing Two Valkyries for First Flight with European Mission System [Yahoo! Finance]Yahoo! Finance
- Kratos, Airbus Preparing Two Valkyries for First Flight with European Mission SystemGlobeNewswire
- Kratos: Multiple Growth Drivers To Launch This Stock [Seeking Alpha]Seeking Alpha
- What Makes Kratos Defense a Key Player in the Unmanned Defense Market? [Yahoo! Finance]Yahoo! Finance
KTOS
Earnings
- 2/23/26 - Beat
KTOS
Sec Filings
- 3/13/26 - Form 4
- 3/6/26 - Form 4
- 3/6/26 - Form 4
- KTOS's page on the SEC website