Shares of aerospace and defense company Kratos (NASDAQ:KTOS)
fell 8.2% in the afternoon session after prominent investor Cathie Wood's investment funds sold their shares in the company.
The biggest news was the U.S. government potentially spending $1.5 trillion on defense. Of course, there are strings attached, which investors don't like, but this could be an opportunity long-term.
The dawn of 2026 has brought a seismic shift to Wall Street, as the long-awaited "Great Rotation" from mega-cap technology to domestic small-cap stocks finally materialized with historic intensity. As of mid-January, the Russell 2000 Index, tracked by the iShares Russell 2000 ETF (NYSE Arca: IWM), has rocketed 5.8%
As of mid-January 2026, the U.S. equity markets are witnessing a historic recalibration that few analysts predicted eighteen months ago. The Russell 2000 index, the benchmark for American small-cap companies, has officially secured its longest streak of relative outperformance against the S&P 500 (NYSEArca: SPY) since 2019. This
Shares of aerospace and defense company Kratos (NASDAQ:KTOS)
jumped 7.9% in the morning session after its Valkyrie uncrewed aerial system was selected for a significant U.S. Marine Corps contract, coupled with a broader rally among defense stocks.
The following research report analyzes Kratos Defense & Security Solutions (NASDAQ: KTOS) as of January 9, 2026. PredictStreet provides deep-dive research and AI-driven insights into the defense-technology nexus. Introduction Kratos Defense & Security Solutions (NASDAQ: KTOS) is currently the centerpiece of a paradigm shift in global warfare: the transition from high-cost "exquisite" platforms to "attritable [...]
On January 8, 2026, the U.S. stock market witnessed a stark divergence in investor sentiment, marking what analysts are calling the "Great Decompression." The blue-chip Dow Jones Industrial Average (INDEXDJX:.DJI) surged 270.03 points, or 0.55%, to close at 49,266.11, while the tech-heavy Nasdaq Composite
The global financial markets witnessed a historic rally in the defense sector on January 8, 2026, as investors aggressively bought into major aerospace and defense contractors. This surge follows the White House's unveiling of a staggering $1.5 trillion military budget proposal for Fiscal Year 2027—a move that would
Shares of aerospace and defense company Kratos (NASDAQ:KTOS)
jumped 17.2% in the morning session after the U.S. government proposed a monumental $1.5 trillion defense budget and the company was selected for a key U.S. Marine Corps contract.
On January 8, 2026, the global defense landscape shifted as the U.S. government announced a monumental $1.5 trillion defense budget proposal, an unprecedented figure aimed at accelerating military modernization and countering emerging peer-level threats. At the epicenter of this financial surge sits Kratos Defense & Security Solutions (NASDAQ: KTOS). Once a mid-tier niche player, Kratos [...]
Shares of aerospace and defense company Kratos (NASDAQ:KTOS)
jumped 13.2% in the afternoon session after Jones Research initiated coverage of the defense company with a buy rating and a $150 price target.
The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%.
But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.
