Oklo stock tumbles as Financial Times scrutinizes valuation
Marie Mendoza, SVP & General Counsel at Kratos Defense & Security Solutions (NASDAQ:KTOS), sold 1,440 shares of common stock on October 15, 2025, at a price of $97.1, for a total value of $139824. Following the transaction, Mendoza directly owns 60,396 shares, which includes shares purchased through the company’s employee stock purchase plan and shares held through the 401(k) plan. The sale was executed under a pre-arranged 10b5-1 trading plan adopted on March 17, 2025. The transaction comes as KTOS trades at historically high multiples and ahead of its October 30 earnings report. InvestingPro analysis indicates the stock is currently overvalued, with 15+ additional key insights available to subscribers.
In other recent news, Kratos Defense & Security Solutions has been awarded a significant contract for the U.S. Navy’s AN/SPY-1 radar systems. This Phase 1 contract, known as "Project Anaconda," has a projected ceiling of $175 million and aims to develop an organic sustainment capability for these radar systems, which are expected to remain in service through 2065. Additionally, several analyst firms have adjusted their price targets for Kratos Defense & Security. Stifel raised its price target to $112, citing new multidecade franchises, while Canaccord Genuity increased its target to $120 despite recent stock performance. Meanwhile, B.Riley downgraded Kratos from Buy to Neutral, raising concerns about the valuation but still increasing its price target to $105. Citizens JMP also raised its price target to $105, maintaining a Market Outperform rating after discussions with Kratos personnel at an industry event. These developments reflect ongoing interest and varied perspectives from analysts regarding Kratos’s financial outlook.
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