Kratos Defense & Security Solutions: The Specialist in Drones and Hypersonic Weapons is Cantor Fitzgerald Analysts' new "Top Pick" in the Defense Sector. The Upside Potential Exceeds 30%.

The NATO countries have agreed to increase their defense spending from the current 2% to 5% of GDP by 2035. Of this, 3.5% will flow into key areas such as equipment, personnel, and operations, while the remaining 1.5% will be allocated to infrastructure and industrial capacities. US defense contractors are expected to benefit from this. BTIG analysts estimate that US companies' exports could reach $2.7 trillion by 2035, instead of the previously anticipated $1.4 trillion. A potential beneficiary could be Kratos Defense & Security Solutions...