KTOS 多 - 股票

1. 標的：NASDAQ: KTOS (目前19.4)

2. 分類：多，目標22～25

3. 分析/正文：

—Seeking Alpha:
Kratos Defense & Security (NASDAQ:KTOS) announces that Kratos Unmanned Systems Division has been awarded a five-year contract valued at up to $400M from the U.S. Airforce.

The contract pertains to the development, integration, and prototype air vehicle delivery in support of the U.S. Air Force’s Skyborg program.

—The Motley Fool:
The Skyborg win is a solid potential pickup for Kratos, but the stock's move on Friday is likely based in part on speculation about one defense titan that surprisingly did not make the cut. Lockheed Martin (NYSE:LMT), maker of many of the Air Force's crewed fighters, was a surprise exclusion from Skyborg.

Lockheed also happens to be the company that was mentioned earlier in the week as a potential acquirer of Kratos. Lockheed has upward of $8 billion to spend, meaning it could easily swallow Kratos' $2.15 billion enterprise value. And in interviews, Lockheed Martin CEO James Taiclet has said he is interested in buying "pure-play" defense businesses that would expand the company's expertise in areas in which it already has a presence.


4. 進退場機制：-15%

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