Knightscope, Inc. — Form 8-K
Filed September 22, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
Knightscope reported approximately $27 million in estimated renewals, bookings, and client awards from May 20 through September 18, 2026, comprising 109 contracts across seven vertical markets: $19.6M (72%) from renewals with existing clients and $7.4M (28%) from new business. The largest renewal was a $17M three-year master services agreement with a multinational industrial client (no minimum purchase obligation); the largest new engagement was a $5.8M written award from a national retailer. Industrial/Energy/Security Services accounted for $18.7M (69%), Retail/Consumer $6.5M (24%), and other verticals the remainder.
Why this rating
Event is $27M of estimated future value against $34.4M market cap (78% of company size)—material pipeline signal. Positive but highly conditional: $17M depends on discretionary client orders; $5.8M is unfinalized award. Renewal concentration and launch timing are business-relevant, but non-GAAP metric creates recognition risk.
Price action (we called it positive)
before filing · preread $1.10 | at our read pending | +10 min pending | +30 min pending | +1 hr pending | +4 hrs pending |
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