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Paul Prescott Just Put Knightscope, Inc. (NASDAQ: KSCP) On The Top
Of This Morning's Watchlist—Monday, March 23, 2026
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Company Website | Corporate Presentation
March 23, 2026
Watching Now | (NASDAQ: KSCP) Lights Up Green On Early Move to My Radar
Dear Reader,
America's security infrastructure is broken and the numbers make that impossible to ignore. Businesses are spending between $220K and $570K per year just to cover a single location around the clock. Police departments are burning through up to $1.3M annually per 24/7 post. And despite all of that spending, more than 90% of security alerts are non-actionable without a human being in the loop. Guards, cameras, sensors, and software all operate in silos. Nobody owns accountability from end to end. It's a $230B market that has barely seen real innovation in decades. And the same forces that disrupted transportation, communications, and commerce are now pointed directly at it. One Silicon Valley company saw this coming more than a decade ago. And this week, it just made a move that changes everything. Knightscope, Inc. (NASDAQ: KSCP)is topping our watchlist this morning—Monday, March 23, 2026.
The company just closed its acquisition of Event Risk, a nationwide provider of armed and unarmed security guarding services with consistent double-digit growth, strong client retention, and established service relationships with Fortune 1000 companies, national brands, and high-profile individuals At the same time, (KSCP) has quadrupled its workforce to over 400 people and is offering equity participation to frontline security agents, a structural differentiator in an industry known for extreme turnover. And three Wall Street analysts are maintaining Bullish Ratings with targets as high as $25 on a profile currently trending well below $5. Keep reading to learn more about Knightscope, Inc. (NASDAQ: KSCP).
*Knightscope, Inc. (NASDAQ: KSCP)*
Knightscope, Inc. (NASDAQ: KSCP) is a Silicon Valley security technology company founded in 2013 with one mission: to make the United States of America the safest country in the world.
The company is building the nation's first Autonomous Security Force, a fully managed service that combines autonomous robots, AI-driven software, and augmented security agents into one integrated operation that detects, detects, and responds to threats in real time. Not a camera company. Not a guarding company. Not a software platform. All three, under one roof, fully managed. With approximately 10,000 machines already deployed nationwide across healthcare, higher education, commercial real estate, manufacturing, local government, and residential communities, the foundation is already in place. 
The Acquisition That Accelerates Everything
At the end of February 2026, (KSCP) closed the acquisition of Event Risk, a nationwide provider of armed and unarmed security guarding services and executive protection. Event Risk brings something that technology-only vendors simply cannot manufacture overnight: licensed guarding capability, established client relationships, and a proven operational infrastructure for delivering security services at scale across the United States. 
The deal doesn't just speed up Knightscope's plan. It massively widens the funnel, converting traditional guards into Augmented Security Agents and plugging Knightscope's technology into a far larger installed base, site by site. Every contract Event Risk holds today becomes a future rollout pathway for autonomous machines. In connection with the acquisition, the company quadrupled its workforce to over 400 personnel, including 290 security agents now supporting client deployments nationwide. And in an industry notorious for extreme turnover, Knightscope is offering equity participation to frontline workers. As Chairman and CEO William Santana Li said last week: "By expanding our workforce and offering equity participation to new team members, we aim to attract and retain mission-driven professionals committed to helping us build the Nation's First Autonomous Security Force."
Guards are not the destination. They are the deployment catalyst for autonomy. Eight Consecutive Months of $1M+ in New Sales And Counting
Starting in April 2025 and running through December 2025, (KSCP) has exceeded $1M in new contracts, renewals, and expansions every single month. Eight consecutive months. Across healthcare, higher education, manufacturing, commercial real estate, local government, casinos, and residential communities. In one standout month, the company surpassed $2M in a single reporting period. That is not a spike. That is a pattern.
Q3 2025 revenue came in at $3.1M, up 24% year-over-year. Full-year 2025 revenue is estimated at $11M. Cash on hand improved by $15.2M from the prior year to $20.4M. As CEO William Santana Li stated following those Q3 results: "Our transition into our new headquarters has significantly strengthened our production capabilities and positioned us for greater operational efficiency as we prepare for our next phase of scaling."
Palantir Partnership Opens the Federal Door
In 2025, (KSCP) signed a two-year agreement with Palantir Technologies (NASDAQ: PLTR), joining Palantir's specialized programs and gaining an accelerated pathway to the highest levels of security authorization and DoD Impact Level 5 certification.
These are the approvals required to operate inside the most sensitive U.S. government environments, from VA hospitals and military bases to federal agencies pursuing next-generation public safety solutions.
Palantir does not partner with companies that are not ready to operate inside mission-critical environments.
This agreement is a powerful signal of where (KSCP) stands today.
And with the U.S. government representing the single largest vertical in the $230B physical security market at an estimated $57B alone, the federal growth runway is significant. The K7: A New Robot Built for Markets No Current System Can Reach
The all-new K7 Autonomous Security Robot is slated for limited production in the second half of 2026. It is designed for large outdoor environments that traditional security systems simply cannot cover - miles of fence lines, logistics yards, solar farms, industrial complexes, critical infrastructure, and defense installations. The K7 combines light-duty off-road capability with Knightscope's full suite of AI-powered detection, deterrence, and reporting technology. It can go where no camera and no human patrol can match. Integrated with the all-new Signals AI software platform, it opens entirely new markets that the current fleet cannot yet reach. Think of critical infrastructure operators protecting thousands of acres. Defense contractors. Border security. Solar and wind installations. Each of these represents a brand new layer of recurring revenue sitting on top of an already-growing subscription base. Every new market the K7 unlocks is another deployment channel. And every deployment channel feeds directly into the Machine-as-a-Service flywheel that gets more powerful over time. 7 Reasons Why Knightscope, Inc. (NASDAQ: KSCP) is Topping
My Watchlist This Morning—Monday, March 23, 2026…
1. Three Wall Street Analysts. All BULLISH. With Targets Up to $25:
Source: tipranks.com
Lake Street Capital reiterated a Bullish Rating with an $8 target on 03/04/26, implying 92.77% upside potential. H.C. Wainwright reiterated a Bullish Rating with a $12 target on 02/10/26, implying 189.16% upside potential. Ascendiant Capital reiterated a Bullish Rating with a $25 target, implying 502.41% upside potential. Three independent firms. All Bullish. That kind of consensus doesn't happen by accident. 2. Landmark Acquisition — Closed and Operational:
(KSCP) has closed its acquisition of Event Risk, a pro-fit-able, ca-sh-flowing nationwide security guarding company with Fortune 1000 clients. Immediate revenue. Immediate deployment channels. And a workforce now being converted into Augmented Security Agents. 3. Eight Consecutive Months of $1M+ in New Sales — Including a $2M Month:
Starting in April 2025 and running through December 2025, (KSCP) has exceeded $1M in new sales, renewals, and expansions every single month. One month topped $2M. That is not a hot streak. That is a business model working as designed. 4. Revenue Growing 24% Year-Over-Year:
Q3 2025 revenue came in at $3.1M, up 24% from the prior year period. Full-year 2025 revenue is estimated at $11M. The company is not pre-revenue. It is pre-scale. 5. The Only Provider That Checks All Six Boxes:
Licensed guarding. 24/7 monitoring. Autonomous patrol. Integrated response. Quality and consistency. Outcome accountability. Traditional guard firms check two. Technology-only vendors check one. No other company delivers all six. That is not a feature. It is a structural competitive advantage. 6. Validated by Palantir — Federal Markets Now in Play:
Knightscope, Inc. (NASDAQ: KSCP) joined forces with Palantir Technologies through a two-year agreement, unlocking a direct pathway into elite federal environments that require the highest levels of security authorization and DoD Impact Level 5 certification. This partnership allows (KSCP) to bypass traditional bureaucratic hurdles and deploy its autonomous technology across mission-critical infrastructure. The U.S. government currently represents the single largest vertical in the $230B physical security market, estimated at $57B alone, providing a massive growth runway for the company's specialized security solutions. 7. A $230B Market — and (KSCP) Has Barely Scratched the Surface:
With approximately $11M in estimated 2025 revenue against a $230B total addressable market spanning government, healthcare, education, retail, critical infrastructure, and residential communities — the runway ahead is extraordinarily long.
The market cap currently sits at approximately $60M. Compare that to Evolv Technologies at nearly $1B for a company that does one thing: detect weapons at entry points. The math speaks for itself. Consider Starting Your Own Research On (KSCP) While It's Still Early...
Company Website | Corporate Presentation
Before you call it a night, I think it's worth taking one more look at why (KSCP) has landed front and center. Three independent Wall Street analysts maintain Bullish Ratings with a consensus price target implying significant upside from current levels, with the high target sitting at $25 from Ascendiant Capital. The Event Risk acquisition is closed, the workforce has quadrupled to over 400, and the company is offering equity to frontline agents in an industry where turnover is chronic. Meanwhile, eight consecutive months of $1M+ in new sales and renewals signal that demand is not slowing down. Add in the Palantir partnership opening the federal door, a next-generation K7 robot built for markets the current fleet cannot yet reach, and as CEO William Santana Li put it: "Our focus is on scaling Knightscope into the leading integrated security services platform."
With a market cap of approximately $60M against a $230B market potential, the gap between where this company is and where it could go is difficult to ignore. We have all eyes on (KSCP) this morning—Monday, March 23, 2026.
Also, keep a lookout for my next update, it could be on its way to you very shortly. And as always, please remember to do your own research. Sincerely, Paul Prescott
Co-Founder & Managing Editor
Street Ideas Newsletter | 
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