Opportunity
Public safety is ready for disruption by AI and robotics. Knightscope represents an opp. to build a $30Bn company, like a new defense contractor, but focused on deploying tech for Homeland Security, Justice, 19,000+ law enforcement agencies, and 8,000 security firms.
Crime
2.5Mn law enforcement and security guards lack the tools to protect 332Mn Americans. Crime costs the U.S. over $2Tn annually, with a violent crime every 26 seconds and a property crime every 4 seconds. (1)
Technology
Knightscope’s tech—autonomy, robotics, AI, and EV—has nearly 3Mn hours of real-world operation across the U.S.
Machines-in-Network
Knightscope has nearly 10,000 machines in-network and aims for over 1Mn, giving law enforcement and security guards unprecedented, near-superhuman capabilities.
Business Model
Their Machine-as-a-Service (MaaS) model delivers recurring revenue for a recurring problem, with high-end per-unit economics and long-term software-like margins.
Sources: Knightscope Website. Knightscope Presentation. -----
Could These 4 Potential Catalysts Provide (Nasdaq: KSCP) With Breakout Buzz?
#1. A Low Float Scenario: With roughly 6.06Mn shares in its float, volatility potential could be heightened at the drop of a hat.
#2. A $26 Analyst Target: Analyst Edward Woo with Ascendiant Capital Markets has tagged KSCP with a $26 target.
From its closing valuation Wednesday, this target may be suggesting KSCP to have a potential upside over 215%!
Key details from the report:
Revenue growth potential strong long term: We believe revenues should increase significantly in 2026/27. We have modeled high revenue growth in 2026 and thereafter to scale up significantly which should drive improved margins and pro-fit-ability. We expect the company to be pro-fit-able in 2027.
Positive high risks versus high rewards: Overall, concerns outweighed by growth prospects and valuation. Knightscope's main ASRs and communication products still have long commercialization challenges ahead, but we believe the ~Bn dollars market potential presents high rewards for the risks.
#3. Over $5Mn In New Contracts, Sales, And Expansions So Far In 2025: The press releases have been flowing over the past few months with positive announcements of new contracts, sales, and expansions.
Take a look:
7/2/25 - Knightscope Secures Another $1Mn in New Sales, Renewals & Expansions; Gains Momentum on Capitol Hill.
6/2/25 - Knightscope Exceeds $1Mn in Contracts in New Sales & Renewals.
4/24/25 - Knightscope Secures $1.2+Mn Boost in Sales Won and Client Base Growth.
4/23/25 - Knightscope Surges with $2+Mn in Sales Renewals and Expansions
#4. Knightscope Joins AUVSI To Advance Autonomous Security Innovation
Knightscope has joined the Association for Uncrewed Vehicle Systems International (AUVSI) to participate in the AUVSI Green UAS program, which certifies the cy-ber-security and supply chain integrity of autonomous systems.
This move is important for Knightscope because it enhances the company's credibility, potentially expands its market access, and aligns its security robots with industry standards, making them more attractive to government and commercial clients seeking trusted, certified autonomous solutions. -----
We've got coverage kicked off on Knightscope, Inc. (Nasdaq: KSCP). Be on the lookout for updates shortly.
Sincerely, FierceAnalyst | Jaks Swift Editorial Writer
Source (1): FBI Crime Clock and U.S. Senate hearings. This info is supplied from public sources Knightscope believes to be reliable, but cannot guarantee accuracy.
(Always Remember The St-ock Prices Could Be Significantly Lower Now From The Dates I Provided.)
*FierceInvestor (FierceInvestor . com) is owned by SWN Media LLC, a limited liability company. Data is provided from third-party sources and FierceInvestor ("FI") is not responsible for its accuracy. Make sure to always do your own research and due diligence on any day and swing profile I bring to your attention. We do not provide personalized fin-ancial advice, are not finan-cial advisors, and our opinions are not suitable for all in-vest-ors.
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