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Rekor Systems, Inc.NasdaqCM:REKR Stock Report

Market Cap US$114.1m
Share Price
US$0.88
US$3
70.8% undervalued intrinsic discount
1Y-20.4%
7D14.0%
1D
Portfolio Value
View

Rekor Systems, Inc.

NasdaqCM:REKR Stock Report

Market Cap: US$114.1m

Rekor Systems (REKR) Stock Overview

Provides infrastructure solutions for public safety, urban mobility, and transportation management markets in the United States and internationally. More details

REKR fundamental analysis
Snowflake Score
Valuation1/6
Future Growth1/6
Past Performance0/6
Financial Health2/6
Dividends0/6

REKR Community Fair Values

Create Narrative

See what 42 others think this stock is worth. Follow their fair value or set your own to get alerts.

Rekor Systems, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Rekor Systems
Historical stock prices
Current Share PriceUS$0.88
52 Week HighUS$3.42
52 Week LowUS$0.71
Beta1.84
1 Month Change0.25%
3 Month Change3.11%
1 Year Change-20.39%
3 Year Change-45.27%
5 Year Change-92.47%
Change since IPO-70.81%

Recent News & Updates

Narrative Update May 23

REKR: Privacy Patents And Data Retention Will Drive Future Pricing Power

Analysts have adjusted their price targets for Rekor Systems as updated assumptions for revenue growth, profit margins, discount rate, and future P/E have led to a recalibration of fair value to $3.00 per share. What's in the News Reached an agreement in principle with the Oklahoma District Attorneys Council to continue as technology partner for the Uninsured Vehicle Enforcement Diversion Program, with a proposed multi year contract valued at US$16.8 million, subject to final negotiations (client announcement).
Narrative Update May 02

REKR: Privacy Patents And Data Retention Will Support Future Pricing Power

Analysts have modestly adjusted their price target on Rekor Systems, reflecting minor tweaks to inputs such as discount rate, profit margin assumptions and future P/E, while keeping fair value essentially unchanged at about $3.00 a share. What's in the News On April 27, 2026, Nasdaq notified Rekor Systems that its shares no longer meet the minimum bid price requirement of $1.00 for continued listing on The Nasdaq Capital Market, triggering a 180 day compliance period that runs until October 26, 2026 (Nasdaq notice).

Recent updates

Narrative Update May 23

REKR: Privacy Patents And Data Retention Will Drive Future Pricing Power

Analysts have adjusted their price targets for Rekor Systems as updated assumptions for revenue growth, profit margins, discount rate, and future P/E have led to a recalibration of fair value to $3.00 per share. What's in the News Reached an agreement in principle with the Oklahoma District Attorneys Council to continue as technology partner for the Uninsured Vehicle Enforcement Diversion Program, with a proposed multi year contract valued at US$16.8 million, subject to final negotiations (client announcement).
Narrative Update May 02

REKR: Privacy Patents And Data Retention Will Support Future Pricing Power

Analysts have modestly adjusted their price target on Rekor Systems, reflecting minor tweaks to inputs such as discount rate, profit margin assumptions and future P/E, while keeping fair value essentially unchanged at about $3.00 a share. What's in the News On April 27, 2026, Nasdaq notified Rekor Systems that its shares no longer meet the minimum bid price requirement of $1.00 for continued listing on The Nasdaq Capital Market, triggering a 180 day compliance period that runs until October 26, 2026 (Nasdaq notice).
Narrative Update Apr 17

REKR: Privacy Patents And Data Retention Will Support Long Term Pricing Power

Analysts have raised their price target on Rekor Systems by $3.00 to reflect updated assumptions around slightly lower discount rates, higher projected revenue growth, modestly adjusted profit margin expectations, and a refined forward P/E estimate. What's in the News Rekor Systems filed its 10-K on March 31, 2026 for the period ending December 31, 2025, with auditor CBIZ CPAs P.C issuing an unqualified opinion that includes doubt about the company’s ability to continue as a going concern (Key Developments).
Narrative Update Apr 02

REKR: Privacy Patent Portfolio Will Support Stronger Long Term Pricing Power

Analysts have reduced their price target on Rekor Systems to $3.00 from $4.00 as they incorporate updated assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E expectations. What's in the News Rekor Systems received a new patent from the United States Patent and Trademark Office covering a method for dynamically storing automatic license plate and vehicle recognition data based on the severity of suspected criminal activity, rather than fixed time-based retention rules (Key Developments).
Analysis Article Feb 03

Rekor Systems, Inc. (NASDAQ:REKR) Not Doing Enough For Some Investors As Its Shares Slump 26%

Unfortunately for some shareholders, the Rekor Systems, Inc. ( NASDAQ:REKR ) share price has dived 26% in the last...
Analysis Article Nov 28

More Unpleasant Surprises Could Be In Store For Rekor Systems, Inc.'s (NASDAQ:REKR) Shares After Tumbling 33%

The Rekor Systems, Inc. ( NASDAQ:REKR ) share price has softened a substantial 33% over the previous 30 days, handing...
Analysis Article Nov 24

Rekor Systems (NASDAQ:REKR) Is Making Moderate Use Of Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analysis Article Oct 14

Why Investors Shouldn't Be Surprised By Rekor Systems, Inc.'s (NASDAQ:REKR) 73% Share Price Surge

Rekor Systems, Inc. ( NASDAQ:REKR ) shareholders have had their patience rewarded with a 73% share price jump in the...
Seeking Alpha Sep 24

Rekor: Turnaround Initiatives Are Beginning To Bear Fruit

Summary Rekor offers compelling value as a small-cap highway monitoring software company, with recent large deals signaling a rebound in growth. REKR's unique niche and minimal competition, combined with organizational restructuring and efficiency measures, position it for improved profitability. Despite a recent 50% rally, REKR's valuation remains attractive at 4.2x FY26 EV/revenue, well below SaaS peers with similar growth rates. Recent contracts and a strong pipeline support a return to double-digit growth, justifying a continued buy rating and long-term optimism. Read the full article on Seeking Alpha
Analysis Article Aug 15

US$4.00: That's What Analysts Think Rekor Systems, Inc. (NASDAQ:REKR) Is Worth After Its Latest Results

NasdaqCM:REKR 1 Year Share Price vs Fair Value Explore Rekor Systems's Fair Values from the Community and select yours...
User avatar
New Narrative Apr 04

AWS And NVIDIA Partnerships Will Ensure Reliable AI Platforms

Rekor's strategy shift to a stable revenue base and strategic partnerships is reducing dependency on uncertain contracts and enhancing market presence.
Seeking Alpha Mar 20

Rekor Systems: Road Management AI With Short Runway, But Promising Growth Prospects

Summary Rekor Systems develops AI-powered solutions for road management, enhancing urban mobility, transportation, and public safety. They essentially have 3 main offerings: Rekor Discover, Rekor Command, and Rekor Scout. These applications integrate their data through REKR’s centralized Rekor One platform. REKR has already made a few notable deployments in Florida, New York, New Mexico, and Phoenix. So there’s indeed adoption potential and revenue catalysts. Unfortunately, I estimate their cash burn remains high (as of Q3) with relatively low cash balances. This is why they’re implementing cost-cutting measures and tapping into the capital markets. Ultimately, I believe REKR is a “Hold” at these levels because the potential cash runway risks offset its growth potential. Read the full article on Seeking Alpha
Analysis Article Feb 19

A Piece Of The Puzzle Missing From Rekor Systems, Inc.'s (NASDAQ:REKR) 36% Share Price Climb

Rekor Systems, Inc. ( NASDAQ:REKR ) shares have continued their recent momentum with a 36% gain in the last month...
Analysis Article Jan 03

Further Upside For Rekor Systems, Inc. (NASDAQ:REKR) Shares Could Introduce Price Risks After 108% Bounce

Rekor Systems, Inc. ( NASDAQ:REKR ) shareholders would be excited to see that the share price has had a great month...
Analysis Article Dec 26

Is Rekor Systems (NASDAQ:REKR) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analysis Article Nov 20

News Flash: 2 Analysts Think Rekor Systems, Inc. (NASDAQ:REKR) Earnings Are Under Threat

The latest analyst coverage could presage a bad day for Rekor Systems, Inc. ( NASDAQ:REKR ), with the analysts making...
Analysis Article Nov 19

Positive Sentiment Still Eludes Rekor Systems, Inc. (NASDAQ:REKR) Following 30% Share Price Slump

Unfortunately for some shareholders, the Rekor Systems, Inc. ( NASDAQ:REKR ) share price has dived 30% in the last...
Seeking Alpha Oct 22

Rekor Systems: Cash Position Is Challenging, And Stock Dilution Is Probable

Summary Rekor Systems shows low organic growth, high financial leverage, and significant unprofitability, making it a Hold despite a $100M+ market cap. The company’s heavy reliance on acquisitions for growth and high G&A expenses contribute to its negative operating margins and cash flow issues. Rekor’s need for continuous capital injections, leading to debt and share dilution, poses significant risks for current and potential investors. With minimal insider ownership and unclear profitability prospects, Rekor remains a risky investment until it secures long-term financing or operational improvements. Read the full article on Seeking Alpha
Analysis Article Aug 26

Take Care Before Jumping Onto Rekor Systems, Inc. (NASDAQ:REKR) Even Though It's 25% Cheaper

Rekor Systems, Inc. ( NASDAQ:REKR ) shareholders won't be pleased to see that the share price has had a very rough...
Analysis Article Aug 06

Here's Why Rekor Systems (NASDAQ:REKR) Can Afford Some Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analysis Article Jul 12

Investors Aren't Entirely Convinced By Rekor Systems, Inc.'s (NASDAQ:REKR) Revenues

There wouldn't be many who think Rekor Systems, Inc.'s ( NASDAQ:REKR ) price-to-sales (or "P/S") ratio of 4.2x is worth...
Analysis Article May 21

Downgrade: Here's How Analysts See Rekor Systems, Inc. (NASDAQ:REKR) Performing In The Near Term

Today is shaping up negative for Rekor Systems, Inc. ( NASDAQ:REKR ) shareholders, with the analysts delivering a...

Shareholder Returns

REKRUS SoftwareUS Market
7D14.0%8.6%1.6%
1Y-20.4%-1.1%28.2%

Return vs Industry: REKR underperformed the US Software industry which returned -1.1% over the past year.

Return vs Market: REKR underperformed the US Market which returned 28.2% over the past year.

Price Volatility

Is REKR's price volatile compared to industry and market?
REKR volatility
REKR Average Weekly Movement10.5%
Software Industry Average Movement9.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.0%

Stable Share Price: REKR has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: REKR's weekly volatility (11%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
2017234Robert Bermanwww.rekor.ai

Rekor Systems, Inc. provides infrastructure solutions for public safety, urban mobility, and transportation management markets in the United States and internationally. The company offers Rekor One, a roadway intelligence engine; Rekor Command for transportation management; Rekor Discover for urban mobility; Rekor Scout for public safety; and Rekor AutoNotice, cloud-based financial management application for contactless compliance, as well as Rekor CarCheck, an artificial intelligence (AI) based vehicle and license plate recognition technology. It also provides Rekor Edge Max, a fixed traffic data collection system that captures and transforms roadway data into holistic traffic insights; Rekor Edge Pro, a vehicle recognition solution that is used on a standalone basis or integrated into a network; and Rekor Edge Flex, a portable data collection system.

Rekor Systems, Inc. Fundamentals Summary

How do Rekor Systems's earnings and revenue compare to its market cap?
REKR fundamental statistics
Market capUS$114.11m
Earnings (TTM)-US$29.95m
Revenue (TTM)US$49.52m
2.4x
P/S Ratio
-4.0x
P/E Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
REKR income statement (TTM)
RevenueUS$49.52m
Cost of RevenueUS$21.50m
Gross ProfitUS$28.02m
Other ExpensesUS$57.97m
Earnings-US$29.95m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)-0.22
Gross Margin56.58%
Net Profit Margin-60.48%
Debt/Equity Ratio43.6%

How did REKR perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/01 22:37
End of Day Share Price 2026/06/01 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Rekor Systems, Inc. is covered by 3 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Zachary CumminsB. Riley Securities, Inc.
Michael LatimoreNorthland Capital Markets
Michael Louie DiPalmaWilliam Blair & Company L.L.C.