Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Discovery Fund”. A copy of the letter is available to download here.
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August 12 - Hedge Fund Investor Letters, News
Research by the Bank for International Settlements said that equity markets tend to already price in earnings expectations well before official results are announced.
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August 5 - Hedge Funds, News
On July 8, Sophie Paquet, Portfolio Manager at National Bank Financial, joined BNN Bloomberg to discuss how the focus of the markets is shifting from geopolitical themes (specifically...
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July 10 - Hedge Funds, News
Mid-cap stocks are demonstrating strong momentum and notable market resilience after lagging large-cap stocks in recent years.
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July 6 - Hedge Funds, News
On June 23, CNBC reported that Senators Mark Kelly and Elizabeth Warren wrote to the Trump administration criticizing its trade policies and their implications on the American...
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July 3 - Hedge Funds, News
Is KTOS a good stock to buy? We came across a bullish thesis on Kratos Defense & Security Solutions, Inc. on r/investing_discussion by Variant_Invest.
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June 11 - News, Stock Analysis
Baron Capital, an investment management company, released its first quarter 2026 investor letter for its “Baron SMID Cap EFT”.
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June 4 - Hedge Fund Investor Letters, News
Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) is among the 9 Best Drone Stocks to Buy According to Wall Street Analysts.
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May 13 - News
Modern conflicts are rapidly evolving and forcing governments to rethink their security policies.
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May 12 - Hedge Funds, News
Using AI for picking stocks is trending online.
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May 11 - Hedge Funds, News
Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) Q1 2026 Earnings Call Transcript May 6, 2026Kratos Defense & Security Solutions, Inc. beats earnings expectations.
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May 8 - News, Transcripts
Is KTOS a good stock to buy? We came across a bullish thesis on Kratos Defense & Security Solutions, Inc. on Uncle Stock Notes’s Substack.
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May 3 - News, Stock Analysis
On April 16, Fundstrat’s Tom Lee joins 'Closing Bell' to discuss what to expect from equity markets going forward.
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April 22 - News
Drones and loitering munitions have been a prominent feature of conflicts this decade.
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April 17 - Hedge Funds, News
On April 1, Fox Business had a discussion with Shield AI co-founder Brandon Tseng about how drone warfare is reshaping the United States' conflict with Iran on The Claman Countdown...
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April 6 - Hedge Funds, News
The space industry continues to grow, helped in part by lower launch costs and rising commercial activity.
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April 5 - News
In this article, we will discuss: Jim Cramer's Hottest Defense Technology Stock Picks.
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March 25 - News
Kratos Defense extended its losing streak to a third consecutive session on Friday, shedding 8.79 percent to close at $84.62 apiece and mirroring the broader market downturn, ...
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March 20 - Market Movers, News
Kratos Defense & Security Solutions, Inc.
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March 16 - News
Swarms of AI-powered drones and loitering munitions have filled the skies of the Middle East, as the Iran-US-Israeli war crosses 15 days and spreads to countries in the Gulf Cooperation...
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March 16 - Hedge Funds, News
On February 26, Kratos Defense & Security Solutions Inc. (NASDAQ:KTOS) priced an underwritten public offering of 14,285,714 shares of common stock at $84.00 per share.
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March 1 - News
Stock performance forecasts from analysts tend to focus on the next quarter or fiscal year, but a report from Citrini Research started a longer-term structural debate.
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February 28 - Hedge Funds, News
We came across a bullish thesis on Kratos Defense & Security Solutions, Inc. on MTC’s Substack. In this article, we will summarize the bulls’ thesis on KTOS.
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February 28 - News, Stock Analysis
Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) Q4 2025 Earnings Call Transcript February 23, 2026Kratos Defense & Security Solutions, Inc.
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February 25 - News, Transcripts
TheFly reported on February 18 that UBS initiated coverage of KTOS with a Neutral rating and a price target of $79.
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February 22 - News
The market for private security and video surveillance around the world is expanding quickly, which is mostly supported by double-digit growth in infrastructure, cameras, and ...
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February 21 - Hedge Funds, News
Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Fund” fourth-quarter 2025 investor letter.
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January 23 - Hedge Fund Investor Letters, News
On January 6, Royce Investment Partners released their outlook for the small-cap stocks in 2026.
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January 22 - Hedge Funds, News
We recently published Wall Street Can’t Keep up With These 10 Stocks on Fire. Kratos Defense & Security Solutions, Inc.
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January 8 - News
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” third-quarter 2025 investor letter.
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January 6 - Hedge Fund Investor Letters, News
Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) ranks among the best AI stocks to buy according to analysts.
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January 2 - News
The S&P 500 is on track to finish the year with a gain exceeding 17%, thanks to a 26% boost in technology stocks.
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December 30 - Hedge Funds, News
Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) is one of the best aerospace and defense stocks to buy according to Wall Street analysts.
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December 21 - News
Volatile geopolitical times present some of the best investment opportunities in the aerospace and defense industry.
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December 20 - Hedge Funds, News
On October 20, David Dietze, Chief Investment Strategist at Dietze Wealth Management Group, appeared on Schwab Network to discuss his outlook on the Aerospace and Defense sector...
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December 11 - Hedge Funds, News
We came across a bullish thesis on Kratos Defense & Security Solutions, Inc. on Uncle Stock Notes’s Substack.
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December 4 - News, Stock Analysis
Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) is among the 10 Best Drone Stocks to Buy Right Now.
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November 29 - News
Greg King, CEO of the Rex Drone ETF, told Fox Business on November 21 that drones have proven their mettle and utility in both Ukraine and the Middle East, and noted the active...
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November 29 - Hedge Funds, News
Merion Road Capital Management, an investment advisor, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
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November 21 - Hedge Fund Investor Letters, News
Kratos saw its share prices decline by 14.20 percent on Wednesday to close at $77.41 apiece as investors turned cautious about its full acquisition of Israel-based Orbit Technologies...
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November 6 - News
Operator: Good day, and welcome to the Kratos Defense & Security Solutions Third Quarter 2025 Earnings Conference Call.
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November 6 - News, Transcripts
Baron Funds, an investment management company, released its “Baron Discovery Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
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October 29 - Hedge Fund Investor Letters, News
“Bulls waste a huge amount of time shadowboxing the bears.
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October 25 - Hedge Funds, News
ClearBridge Investments, an investment management company, released its “ClearBridge Small Cap Growth Strategy” third-quarter 2025 investor letter.
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October 10 - Hedge Fund Investor Letters, News
Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) is among the 11 Best Military Drone Stocks to Buy According to Hedge Funds.
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October 6 - News
Demand for next-generation, low-cost military technology has surged in recent times as countries modernize their militaries with AI-powered drones and unmanned vehicles that are...
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October 5 - Hedge Funds, News
Kratos Defense & Security Solutions Inc. (NASDAQ:KTOS) is one of the best performing large cap stocks to buy.
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September 30 - News
Earlier on August 29, Bob Keiser, Aspire Strategist Portfolios co-chief investment officer and senior market strategist, joined CNBC's 'Closing Bell Overtime' to talk about the...
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September 30 - Hedge Funds, News
Loomis Sayles, an investment management company, released its “Small Cap Growth Fund” investor letter for the second quarter of 2025.
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September 30 - Hedge Fund Investor Letters, News
On August 7, 2025, Kratos Defense & Security Solutions, Inc.
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September 29 - News
Hedge Fund Resource Center 
