The triple-digit revenue growth is a positive signal, but the preliminary nature (no profitability data) and the recent $35M ATM filing suggest the company is still burning cash heavily. Watch the full Q3 earnings release for EPS, cash burn, and any guidance on path to profitability.
Price Chart
Executive Summary
Knightscope reported preliminary Q3 2026 revenue of approximately $8.7M, up 177% YoY from $3.1M, marking the third consecutive quarter of triple-digit growth. However, the filing is a preliminary revenue-only update with no EPS, margins, or guidance data, and the company filed a $35M ATM offering 29 days prior, signaling ongoing capital needs despite strong top-line growth.
Key Financial Metrics
Key Facts
- Preliminary Q3 2026 revenue of approximately $8.7M, up 177% from $3.1M in Q3 2025
- Nine-month 2026 revenue approximately $23.7M, up 170% from $8.8M in the same period of 2025
- Corporate record of approximately $27M in renewals, bookings, and client awards since May 2026
- Filed a $35M ATM offering (424B5) on September 21, 2026, 29 days prior to this earnings release
- No EPS, gross margin, operating expenses, net loss, or cash data provided — results are preliminary and unaudited
- No guidance provided; full Q3 earnings release and conference call expected before end of October 2026
Financial Impact
Q3 revenue of ~$8.7M vs consensus of $9.0M (approx -3.3% miss); prior Q2 2026 EPS was -$0.79 vs -$0.55 consensus (43.6% miss)
Risk Factors
- Preliminary results subject to revision — actuals may differ materially
- No profitability data provided; company has history of significant net losses and negative EPS surprises
- Recent $35M ATM offering (Sept 2026) indicates ongoing capital needs and potential dilution
- Revenue of ~$8.7M appears to be slightly below the $9.0M consensus estimate
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001104659-26-117218 |
| Document: kscp-ex99d1.htm | 0001104659-26-117218 |
| Document: 0001104659-26-117218-index-headers.html | 0001104659-26-117218 |
| Document: 0001104659-26-117218-index.html | 0001104659-26-117218 |
| Document: 0001104659-26-117218.txt | 0001104659-26-117218 |
| 8-K Data (Synthetic) | 0001104659-26-117218 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 6d ago | 8-K | $0.5560 | awaiting T+20 | — | $0.4990 (−10.25%) |
Sep 22, 2026 4w ago | 8-K | $1.10 $0.5560 | ▼ −49.22% | ▼ −48.66% | $0.4990 (−54.43%) |
Sep 21, 2026 5w ago | 8-K | $1.10 $0.5454 | ▲ +50.42% | ▲ +49.51% | $0.4990 (+54.64%) |
Sep 21, 2026 5w ago | 424B5 | $1.10 $0.5454 | ▲ +50.42% | ▲ +49.51% | $0.4990 (+54.64%) |
Sep 4, 2026 7w ago | 8-K | $1.43 $0.6943 | ▼ −51.45% | ▼ −53.16% | $0.4990 (−65.10%) |
Jul 20, 2026 14w ago | 8-K | $1.40 $1.43 | ▲ +2.14% | ▼ −1.98% | $0.4990 (−64.36%) |
Jun 8, 2026 20w ago | 8-K | $2.11 $1.80 | ▼ −14.69% | ▼ −16.14% | $0.4990 (−76.35%) |
Apr 15, 2026 27w ago | Press Release | $3.58 $2.90 | ▼ −18.99% | ▼ −24.81% | $0.4990 (−86.06%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers