Kratos

Headlines · 2

1. Oct 18
   Germany drops direct MQ-28 purchase, reopening its CCA wingman competition

   Germany's defence ministry has formally told Boeing it will no longer buy the MQ-28 Ghost Bat uncrewed wingman directly and is revising its Collaborative Combat Aircraft procurement plan. A Boeing spokesperson confirmed to Breaking Defense that it received the notice but did not give a reason, while the defence ministry declined to comment, citing procurement law and the requirement that the matter first go to parliament. Politico reported that Berlin will begin flight tests in 2027 and reach an operational capability in the early 2030s, putting the original 2029 deployment target in doubt, though the ministry has not publicly confirmed any schedule change. Potential competitors include Helsing's CA-1 Europa, the Airbus-Kratos U740 Valkyrie and GA-ASI's Gambit line.

   科技新报 · 🔥 0
2. Oct 7
   Analyst starts coverage of three defense stocks on AI-enabled warfare

   Maggie Scully, an analyst at Rothschild & Co. Redburn, initiated coverage of US defense stocks on Tuesday, rating Lockheed Martin, Northrop Grumman and Kratos as “buy” with target prices as high as $650. Her thesis is that rising global military spending and growing battlefield use of low-cost, AI-enabled technology are driving both high-end precision systems and affordable, mass-deployable ones. Scully argued the US needs to develop and scale affordable mass munitions production quickly to counter asymmetric risks in modern warfare; the report also notes uncertainty around the midterm elections.

   钛媒体 · 🔥 0

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