3 Defense Stocks Riding the High-Energy Laser Boom

A science-fiction future is becoming increasingly possible in the present, thanks to rapid advancements in high-energy lasers for military and defense applications. Thanks to major gains in fiber laser technology, tracking, optics, and thermal management, these tools are becoming a reality as potential counter-drone measures, with other applications on the way.

MarketBeat • 11 hours ago

How Could Project Anaconda Expand Kratos' Role in Naval Radar?

KTOS' $175 million Project Anaconda deal is likely to expand its U.S. Navy radar sustainment role and position it for additional work in later phases.

Zacks Investment Research • Sep 11, 2026

Kratos ARAV-B Ballistic Missile Target Successfully Utilized In Multinational Pacific Dragon 2026 Exercise

Photo: U.S. Navy  https://www.navy.mil/Press-Office/News-Stories/display-news/Article/4575192/us-allies-partners-executed-pacific-dragon-2026-exercise/ A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/fbcb4b4c-7855-4d5e-a594-3a8e193cab9b SAN DIEGO, Sept. 09, 2026 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a technology company in defense, national security, and global markets, today announced the successful mission of its Aegis Readiness Assessment Vehicle Type B (ARAV-B) ballistic missile target from the Pacific Missile Range Facility in Hawaii.

GlobeNewsWire • Sep 9, 2026

Kratos Defense: Betting On Affordable Warfare, Not Just Drones

Kratos Defense & Security Solutions is rated a BUY, leveraging a fast-to-market, affordable defense model beyond drones. KTOS's growth engines include hypersonics, missile components, and satellite C2, with strong government and peer demand driving the backlog to $2.08B. Despite robust revenue growth and expanding backlog, KTOS operates with thin margins, negative free cash flow, and high CapEx, reflecting early-stage operating leverage.

Seeking Alpha • Sep 9, 2026

KTOS Stock Falls 37% YTD: Can New Defense Awards Spark a Rebound?

Kratos Defense's new awards and strong earnings growth offer upside, but supply-chain pressures and a lower ROE cloud its investment outlook.

Zacks Investment Research • Sep 3, 2026

Kratos (KTOS) Down 13.7% Since Last Earnings Report: Can It Rebound?

Kratos (KTOS) reported earnings 30 days ago. What's next for the stock?

Zacks Investment Research • Sep 3, 2026

AeroVironment Rises 4% on $464.8M Army Laser Award, Unusual Machines and Red Cat Tick Up

The U.S. Army just crossed a threshold it has never crossed before, and one battered defense stock is suddenly the center of a sector-wide scramble to figure out what comes next.

24/7 Wall Street • Sep 3, 2026

Better Drone Stock: Kratos Defense vs. Northrop Grumman

Kratos Defense and Security Solutions has a high rate of revenue growth. Northrop Grumman has a greater diversity of revenue streams.

The Motley Fool • Sep 3, 2026

Kratos Defense Has a Massive Drone Opportunity With High-Stakes Orders

Kratos Defense (KTOS -2.02%) could become a key hardware supplier for autonomous combat aircraft as militaries pursue lower-cost ways to add scale without putting more pilots at risk. Economics, international interest, and expanding production capacity create a compelling growth opportunity, but converting that potential into repeat orders will determine how large the business can become.

The Motley Fool • Sep 1, 2026

Kratos Wins $20 Million Contract to Deliver Mobile SATCOM Gateways for Resilient Defense Network

SAN DIEGO, Sept. 01, 2026 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a technology company in defense, national security and global markets, announced today that it has been awarded a contract valued at more than $20 million to deliver mobile satellite communication (SATCOM) gateways for a defense customer in Asia.

GlobeNewsWire • Sep 1, 2026