Update shared on18 Sep 2025
Fair value Decreased 19%Knightscope’s consensus price target was lowered from $19.00 to $15.33 as analysts revised revenue and earnings estimates downward due to slower ASR deployment and supply disruptions, despite upbeat adjusted EBITDA results and acknowledged long-term potential.
Analyst Commentary
- Revenue missed expectations due to slower-than-anticipated deployment of Autonomous Security Robots (ASRs).
- Supply disruptions impacted availability of Emergency Communication Devices (ECDs).
- 2025 and 2026 revenue and earnings estimates were revised downward to reflect operational challenges.
- Despite near-term disappointment, Bullish analysts highlight the company's significant long-term growth potential.
- Adjusted EBITDA exceeded expectations, partially offsetting negative sentiment from the revenue miss.
What's in the News
- Knightscope secured over $2 million in new contracts and renewals, with expanding client demand across aviation, higher education, healthcare, government, and national parks, highlighting increased adoption of its Emergency Communication Devices (ECDs) and Autonomous Security Robots (ASRs).
- Multiple higher education institutions, government agencies, and healthcare providers renewed or expanded partnerships, reflecting strong market retention and growing confidence in Knightscope's technology-driven security solutions.
- New ASR deployments and subscription renewals occurred across diverse sectors including healthcare, smart infrastructure, manufacturing, banking, casinos & gaming, hospitality, retail, biotech, and transit authorities.
- Knightscope was added to several major indices, including the Russell 3000E, Russell Microcap, and associated growth variant indices, raising its visibility among institutional investors.
- The Board amended company bylaws to lower the quorum required for stockholder meetings from a majority to one-third of voting power, aiming to reduce meeting costs and operational disruptions.
Valuation Changes
Summary of Valuation Changes for Knightscope
- The Consensus Analyst Price Target has significantly fallen from $19.00 to $15.33.
- The Future P/E for Knightscope has significantly fallen from 191.92x to 154.77x.
- The Discount Rate for Knightscope remained effectively unchanged, moving only marginally from 7.06% to 7.04%.
Disclaimer
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