Kratos Wins $156M Mobile C-UAS Contract

Kratos Defense & Security Solutions won a roughly $156 million sole-source IDIQ contract from the U.S. Department of Energy's National Nuclear Security Administration to deliver mobile Counter-Unmanned Aircraft System platforms for Project Solar Shield, with work starting immediately. Insider activity shows $8.8 million in shares sold over the last three months, and the stock trades at an extremely high P/E around 270x, signaling strong growth expectations but potential valuation concerns.