# Kratos Defense stock volatility

> Live situation record from CLSTR: https://clstr.news/situations/kratos-defense-stock-volatility
> Updated: 2026-08-05T00:50:19.000Z. Sources: 2. Developments: 2.

On July 29 2026, insider sales at Kratos Defense & Security Solutions were disclosed. Insider Steven S. Fendley sold 7,000 shares at an average $47.13, and the stock fell about 9.8%, trading as low as $43.75 and closing near $43.88, down from the prior $48.64 close. The filing was cited as a factor in the short‑term price pressure.

A week later, on August 5 2026, Kratos CFO Deanna Lund sold 5,000 shares under a Rule 10b5‑1 plan, cutting her stake by roughly 1.75%. Despite the insider sale, the company reported earnings of $0.21 per share versus a $0.14 consensus and revenue up 30.5% year‑over‑year. Analyst upgrades from BTIG, ClearStr, Piper Sandler, Canaccord Genuity, BNP Paribas Exane and a reaffirmed market‑outperform rating from Citigroup raised price targets, and the stock rose about 3.7% to a session high of $59.10. The sequence shows Kratos’s share price moving from a decline linked to insider selling to a rebound driven by strong earnings and analyst optimism.

## Timeline

### 2026-08-05: Kratos Defense Shares Rise After Analyst Upgrades Amid CFO Insider Sale

Kratos Defense CFO Deanna Lund sold 5,000 shares under a 10b5‑1 plan, while the stock jumped 3.7% after multiple analyst upgrades and a higher BTIG price target.

2 sources. https://clstr.news/cluster/kratos-defense-shares-rise-after-analyst-upgrades-amid-cfo-insider-sale

### 2026-07-29: Insider Sales Trigger Drops in Kratos Defense and Eos Energy Stocks

Insider trades by Steven Fendley at Kratos and Nathan Kroeker at Eos Energy caused shares to tumble, with both sales disclosed under Rule 10b5‑1 plans.

2 sources. https://clstr.news/cluster/insider-sales-trigger-drops-in-kratos-defense-and-eos-energy-stocks

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Cite as: Kratos Defense stock volatility. CLSTR, https://clstr.news/situations/kratos-defense-stock-volatility