KTOS KRATOS DEFENSE & SECURITY SOLUTIONS, INC.

NEUTRAL Impact: 2/10 Insider Cluster (2 insiders)
Horizon immediate Filed May 28, 2026 Processed 12d 19h ago
Insider cluster: 2 insiders, $1.9M total
Latest settled — T+5d ⚠ clustered
KTOS ▼ -8.89% at T+5d
NEUTRAL call ✗ call lost -8.89% · α vs SPY -8.60% · entry $64.13 → $58.43
Next anchor: T+20d in 16d
Currently $54.78 · -14.58% from $64.13 entry
Entry anchored
May 28, 04:58 PM ET
via Databento tick
T+1d
-1.00%
call -1.00% · α -1.27%
$63.49
settled 12d ago
T+5d
-8.89%
call -8.89% · α -8.60%
$58.43
settled 6d ago
T+20d
call — · α —
in 16d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Two KTOS insiders, including the President of the ME Division, sold a combined $1.93M in open-market sales on May 26, 2026. The sales represent ~0.018% of the $10.7B market cap, a trivial amount that does not signal material bearish conviction. The cluster is small in both dollar value and insider count, and the historical calibration for this ticker shows prior reports have been heavily wrong on direction, warranting a neutral read.

Key Financial Metrics

Direction
selling
Total Value
$1.9M
Insiders
2

Actionable Insight

The dollar value of these sales is negligible relative to KTOS's $10.7B market cap. No bearish signal is warranted. Monitor for any material corporate events (earnings, contract wins, guidance) that could explain the timing, but treat this cluster as routine portfolio diversification.

Key Facts

  • Two insiders sold a total of $1.93M in open-market transactions on May 26, 2026.
  • President of the ME Division sold 31,348 shares ($1.79M); a Director sold 2,500 shares ($143K).
  • Sales represent ~0.018% of KTOS's $10.7B market cap — well below the 0.1% threshold for materiality.
  • No insider purchases were reported in the cluster window.
  • Historical performance on KTOS shows prior reports have been heavily wrong (0% win rate at T+20, avg alpha -25.56%).

Financial Impact

Total insider sales of $1.93M, representing ~0.018% of market cap — immaterial.

Risk Factors

  • Insider sales could precede a negative catalyst, but the trivial size makes this unlikely.
  • Historical calibration shows prior bullish calls on KTOS have been heavily wrong — avoid over-interpreting any signal.

Market Snapshot

Exchange
Nasdaq
Sector
Guided Missiles & Space Vehicles & Parts
Analyst Consensus
82% bullish (28 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-KTOS-1780009791463
25 reports for KTOS
Performance horizon
80% Hit rate 4 of 5 directional calls best @ T+5▲ +7.83%May 29, 2026
Filters
Rows
Reports for KTOS — sortable, filterable
Type Now
Jun 10, 2026
today
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+1
Jun 3, 2026
6d ago
Insider Cluster
NEUTRAL ★ 3/10
$63.40 $58.52▼ −7.70%▼ −5.12%$54.78 (−13.60%)
May 29, 2026
11d ago
Insider Cluster
BEARISH ★ 5/10
$63.49 $63.27▲ +0.35%▲ +0.50%$54.78 (+13.72%)
May 28, 2026
12d ago
Insider Cluster
NEUTRAL ★ 2/10
$64.13 $63.49▼ −1.00%▼ −1.27%$54.78 (−14.58%)
May 28, 2026
12d ago
Insider Cluster
NEUTRAL ★ 2/10
$64.13 $63.49▼ −1.00%▼ −1.27%$54.78 (−14.58%)
May 19, 2026
21d ago
Insider Cluster
NEUTRAL ★ 3/10
$55.82 $54.67▼ −2.06%▼ −2.25%$54.78 (−1.86%)
May 6, 2026
4w ago
8-K
BULLISH ★ 8/10
$57.00 $57.00· 0.00%▼ −0.83%$54.78 (−3.89%)
May 6, 2026
4w ago
Press Release
BULLISH ★ 8/10
$57.00 $57.00· 0.00%▼ −0.83%$54.78 (−3.89%)
May 1, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$62.05 $61.93▼ −0.19%▲ +0.15%$54.78 (−11.72%)
Apr 27, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$63.16 $61.66▼ −2.37%▼ −1.89%$54.78 (−13.27%)
Showing 10 of 25

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