Update shared on15 Aug 2025
Knightscope’s price target remains unchanged at $19.00 as analysts cite disappointing results from slower-than-expected ASR deployments and supply chain disruptions, partially offset by a slight operational outperformance and continued long-term optimism.
Analyst Commentary
- Revenue missed expectations due to slower-than-expected ASR deployments and supply disruptions related to electronic components.
- Adjusted EBITDA slightly exceeded estimates, providing some operational upside despite topline weakness.
- 2025 and 2026 financial estimates were lowered to reflect delays in product rollout and persistent supply chain issues.
- Results described as "disappointing" due to short-term execution and supply challenges.
- Bullish analysts maintain a positive outlook, emphasizing long-term growth potential over quarterly results.
What's in the News
- Board amended bylaws to reduce the quorum requirement for stockholder meetings from a majority to one-third, minimizing risks of meeting delays and associated costs.
- Secured over $1 million in new contracts, including major client renewals and expansions across higher education, parks & recreation, healthcare, local government, and critical infrastructure sectors; 541 new Emergency Communication Devices booked.
- Renewals and expanded agreements in public sector, retail, biotech, and hospitality highlight strong client retention and continued demand for Knightscope's Autonomous Security Robots.
- Added to multiple major Russell growth and microcap indexes, including the Russell Microcap Growth, Russell 3000E Growth, and Russell Microcap Indexes.
- Higher education and commercial real estate clients increased deployments; property management firm adopted K5 ASR units and RTX Analyst Premium Services, while municipalities, state agencies, and airports expanded contracts and renewed ASR subscriptions.
Valuation Changes
Summary of Valuation Changes for Knightscope
- The Consensus Analyst Price Target remained effectively unchanged, at $19.00.
- The Net Profit Margin for Knightscope remained effectively unchanged, at 7.02%.
- The Discount Rate for Knightscope remained effectively unchanged, at 7.07%.
Disclaimer
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