🇺🇸 SECKnightscope, Inc.Doubao · 实盘不做把握 5/10不做原因:风险收益比不佳
北京时间·🕒 发布 21:35:12·⟳ 抓取 21:35:37 +25s·⚡ 决策 10-20 21:36:46 +1m09s·7.0 天前
Knightscope 8-K：Q3 初步收入约870万美元同比+177%，连续第三个季度三位数增长，但仅披露收入且股价处深度下行通道
一手8-K证实Q3收入同比+177%、连续三季三位数增长，方向正面，但仅为初步收入、不含毛利/净亏/现金；标的为市值约1290万美元的纳市微盘股，近20日-50%、13周持续下行，盘前对此利好几乎无反应（+0.95%、成交量极小），叠加微盘持续股权稀释的结构性风险，缺乏可交易正期望，故不做。
📄 原文Knightscope, Inc.↗ 原文
----- kscp-20261020x8k.htm ----- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8…
不做 Knightscope, Inc.（KSCP.US）
收入-only初步数据（无毛利/净亏/现金），标的为约1290万美元市值、近20日-50%的高稀释纳市微盘股，盘前对利好几乎无反应（+0.95%、量极低），下行趋势与再融资稀释风险压倒单一收入beat，无可交易正期望。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
Knightscope 8-K确认Q3初步收入870万美元、同比+177%，是真实正面催化；但只是收入口径、利润与现金未知，且公司是处于深度下跌通道的高稀释微盘股，盘前几乎不反应，风险收益不足，回避。
🔎 新鲜度:最早出现 2026-10-20 · 扩散 low · price-in 风险 low ↗
关键理由
- 连续第三个季度三位数收入增长且前九月+170%，订单/续约约2700万美元，经营拐点叙事成立
- 消息为盘前一手SEC披露、0延迟，市场尚未明显定价（盘前+0.95%、量极低）
主要风险
- 仅披露收入，毛利率、净亏损、现金缺口未披露，Knightscope历史上高度依赖ATM增发/拆股，正式财报或新一轮稀释可能证伪多头逻辑
- 股价13周指数100→38、近20日-50%、距52周高-91%，强势下行趋势中『低位』不构成看多理由，微盘流动性差（20日日均成交约66万美元）
反向证据
- 做多前查反向 · 来源 web · 影响 weakens
本8-K明确不含毛利率、经营费用、净亏损与现金；结合报价显示13周指数100→38、近20日-50%、PE为负、纳市微盘，符合持续亏损/高稀释画像，构成做多的实质反证。
检索:Knightscope dilution ATM offering reverse split cash burn net loss 2026 原文 ↗
先例如何影响了这次决策
对本次决策的影响:先例缺失叠加消息反应冷淡与下行趋势，支持回避而非开仓。
方向:无可用对齐先例；未检索到Knightscope或可比微盘安防公司‘初步收入beat’事件的干净首发样本，不足以校准幅度。
涨幅量级:无可信同市场同相位先例，不用以设定tp/sl。
形态:无样本判断见光死概率，但盘前实际几乎不反应已提供直接证据。
工具执行结果 · 成功 2 · 降级 0 · 失败 1 · 取消 0
- search_processed_events 成功 stock_tools HTTP · 13 ms
{"result": "search_processed_events:agent query=`knightscope kscp preliminary q3 2026 revenue $8.7 million 177% | knightscope 第三季度 初步收入 870万 triple-digit growth`；结构化索引覆盖完整 72 小时；旧记录兼容扫描近 0.0/72 小时、0 条本臂决策(完整)，返回 0 条候选。未命中只表示这些 agent query 表达式没有召回候选，不能据此证明消息首发或不是重复；按当前事件继续正常研判。"} - stock_quote 成功 stock_tools HTTP · 166 ms
{ - kb_search 失败 stock_tools HTTP · 61 ms
kb_search 服务暂不可用；这不是一条知识库命中。
原文全文
展开原文 · 9,072 字
----- kscp-20261020x8k.htm -----
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM
8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934
Date of Report (Date of earliest event reported):
October 20, 2026
Knightscope, Inc.
(Exact name of registrant as specified in its charter)
Delaware
001-41248
46-2482575
(State or other jurisdiction
of incorporation)
(Commission
File Number)
(IRS Employer
Identification No.)
305 North Mathilda Avenue
Sunnyvale
,
California
94085
(Address of principal executive offices)(Zip Code)
Registrant’s telephone number, including area code: (
650
)
924-1025
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
☐
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading symbol(s)
Name of each exchange on which registered
Class A Common Stock, par value $0.001 per share
KSCP
Nasdaq
Capital Market
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company
☒
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.
☐
Item 2.02 Results of Operations and Financial Condition.
On October 20, 2026, Knightscope, Inc. (the "Company") issued a press release announcing its preliminary revenue results for the third quarter ended September 30, 2026. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and incorporated herein by reference.
The preliminary results described in the press release are subject to the completion of the Company's normal quarter-end closing and review procedures and reflect the Company's estimates based on currently available information. Actual results may differ from these preliminary estimates. The Company undertakes no obligation to update this information except as required by law.
The information in this Item 2.02 and Exhibit 99.1 is being furnished and shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities of that section, and shall not be deemed incorporated by reference into any filing of the Company under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such filing.
Item 9.01 Financial Statements and Exhibits
(d) Exhibits.
Exhibit No.
Description
99.1
Press Release of Knightscope, Inc. dated O
ctober
20, 2026
104
Cover Page Interactive Data File (embedded within the Inline XBRL document)
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
KNIGHTSCOPE, INC.
Date: October 20, 2026
By:
/s/ William Santana Li
Name:
William Santana Li
Title:
Chairman, Chief Executive Officer and President
----- kscp-ex99d1.htm -----
EX-99.1
2
kscp-ex99d1.htm
EX-99.1
Exhibit 99.1
October 20, 2026 6:35 AM PT
Knightscope Preliminary Q3 Revenue Grows Triple Digits for Third Consecutive Quarter
•
Third consecutive quarter with triple-digit year-over-year revenue growth; nine-month revenue up 170% to approximately $23.7 million, cementing record full-year revenue growth in the first three quarters
•
Officially unveiled its Autonomous Security Force at GSX 2026 to great interest from Fortune 500 enterprises and federal agencies
•
Focused on execution and gaining traction, with a corporate record of approximately $27 million in renewals, bookings, and client awards since May 2026
•
William Santana Li, Chairman and CEO, to present at the 20th Annual LD Micro Main Event
Sunnyvale, Calif., October 20, 2026 -
Knightscope, Inc.
(NASDAQ: KSCP) (the “Company” or “Knightscope”), the security technology company building the nation's first
Autonomous Security Force
, today announced preliminary, unaudited results for the third quarter ended September 30, 2026. Consolidated revenue for the quarter was approximately $8.7 million, up 177% from $3.1 million in the third quarter of 2025, marking the Company's third consecutive quarter of triple-digit year-over-year revenue growth. Revenue for the first nine months of 2026 totaled approximately $23.7 million, up 170% from $8.8 million in the same period of 2025.
"The third quarter is when the Autonomous Security Force moved from strategy to debut, and revenue more than doubled year over year while we did it," said William Santana Li, Chairman and CEO of Knightscope. "We officially launched the Autonomous Security Force at GSX 2026 in front of the largest gathering of security leaders in the country, and reported a corporate record of approximately $27 million in renewals, bookings, and client awards. Clients are favoring autonomous machines, AI-driven software, and licensed security agents delivered as one accountable operation. The Company is focused on execution, expanding its services with clients, and continuing to grow its recurring revenue contracts.”
The revenue figure above is preliminary, unaudited, and subject to completion of the Company's quarter-end financial closing procedures. This estimate was prepared by management and has not been audited or reviewed by the Company's independent registered public accounting firm. Actual results may differ from this preliminary estimate, and the Company undertakes no obligation to update it except as required by law. The Company has not yet completed its review of other financial results for the quarter, including gross margin, operating expenses, net loss, and cash. This release does not address those results.
The Company expects to announce the date of its third-quarter 2026 earnings release and conference call before the end of October 2026.
Learn more about the Autonomous Security Force model at
www.knightscope.com
.
Separately, Mr. Li will present at the
LD Micro 20th Annual Main Event
, taking place October 19–21, 2026, at the Luxe Sunset Blvd Hotel in Los Angeles. He is scheduled to present on Wednesday, October 21, 2026, at 4:00 p.m. PT on Track 2 and will host one-on-one meetings with institutional investors throughout the conference. The presentation will be livestreamed, and a replay will be available on
ldmicroevents.com
following the event. Investors attending the conference may request a meeting through the LD Micro conference system, and all investors can reach the Company at
ir.knightscope.com
. Now in its 20th year, the LD Micro Main Event brings together public companies and institutional investors focused on the small- and micro-cap market for three days of presentations and one-on-one meetings.
About Knightscope
Knightscope is a security technology company building the nation's first Autonomous Security Force. As a managed service provider, the Company delivers autonomous machines, AI-driven software, and licensed security agents as one accountable operation, under one contract, to help protect people, property, and critical
infrastructure. Knightscope's long-term mission is to make the United States of America the safest country in the world. Learn more at
www.knightscope.com
.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding the Company's goals, growth, prospects, product roadmap, and outlook, including the Company's preliminary, unaudited revenue for the third quarter and first nine months of 2026, the timing of its third-quarter earnings release and conference call, the Autonomous Security Force, and future financial performance. Actual results may differ materially due to the risks and uncertainties described under "Risk Factors" in the Company's most recent Annual Report on Form 10-K, as updated by its other filings with the Securities and Exchange Commission. Forward-looking statements speak only as of the date of this release, and the Company undertakes no obligation to update them except as required by law.
Public Relations
pr@knightscope.com
Knightscope, Inc.
(650) 924-1025 ext. 6
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM
8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934
Date of Report (Date of earliest event reported):
October 20, 2026
Knightscope, Inc.
(Exact name of registrant as specified in its charter)
Delaware
001-41248
46-2482575
(State or other jurisdiction
of incorporation)
(Commission
File Number)
(IRS Employer
Identification No.)
305 North Mathilda Avenue
Sunnyvale
,
California
94085
(Address of principal executive offices)(Zip Code)
Registrant’s telephone number, including area code: (
650
)
924-1025
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
☐
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading symbol(s)
Name of each exchange on which registered
Class A Common Stock, par value $0.001 per share
KSCP
Nasdaq
Capital Market
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company
☒
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.
☐
Item 2.02 Results of Operations and Financial Condition.
On October 20, 2026, Knightscope, Inc. (the "Company") issued a press release announcing its preliminary revenue results for the third quarter ended September 30, 2026. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and incorporated herein by reference.
The preliminary results described in the press release are subject to the completion of the Company's normal quarter-end closing and review procedures and reflect the Company's estimates based on currently available information. Actual results may differ from these preliminary estimates. The Company undertakes no obligation to update this information except as required by law.
The information in this Item 2.02 and Exhibit 99.1 is being furnished and shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities of that section, and shall not be deemed incorporated by reference into any filing of the Company under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such filing.
Item 9.01 Financial Statements and Exhibits
(d) Exhibits.
Exhibit No.
Description
99.1
Press Release of Knightscope, Inc. dated O
ctober
20, 2026
104
Cover Page Interactive Data File (embedded within the Inline XBRL document)
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
KNIGHTSCOPE, INC.
Date: October 20, 2026
By:
/s/ William Santana Li
Name:
William Santana Li
Title:
Chairman, Chief Executive Officer and President
----- kscp-ex99d1.htm -----
EX-99.1
2
kscp-ex99d1.htm
EX-99.1
Exhibit 99.1
October 20, 2026 6:35 AM PT
Knightscope Preliminary Q3 Revenue Grows Triple Digits for Third Consecutive Quarter
•
Third consecutive quarter with triple-digit year-over-year revenue growth; nine-month revenue up 170% to approximately $23.7 million, cementing record full-year revenue growth in the first three quarters
•
Officially unveiled its Autonomous Security Force at GSX 2026 to great interest from Fortune 500 enterprises and federal agencies
•
Focused on execution and gaining traction, with a corporate record of approximately $27 million in renewals, bookings, and client awards since May 2026
•
William Santana Li, Chairman and CEO, to present at the 20th Annual LD Micro Main Event
Sunnyvale, Calif., October 20, 2026 -
Knightscope, Inc.
(NASDAQ: KSCP) (the “Company” or “Knightscope”), the security technology company building the nation's first
Autonomous Security Force
, today announced preliminary, unaudited results for the third quarter ended September 30, 2026. Consolidated revenue for the quarter was approximately $8.7 million, up 177% from $3.1 million in the third quarter of 2025, marking the Company's third consecutive quarter of triple-digit year-over-year revenue growth. Revenue for the first nine months of 2026 totaled approximately $23.7 million, up 170% from $8.8 million in the same period of 2025.
"The third quarter is when the Autonomous Security Force moved from strategy to debut, and revenue more than doubled year over year while we did it," said William Santana Li, Chairman and CEO of Knightscope. "We officially launched the Autonomous Security Force at GSX 2026 in front of the largest gathering of security leaders in the country, and reported a corporate record of approximately $27 million in renewals, bookings, and client awards. Clients are favoring autonomous machines, AI-driven software, and licensed security agents delivered as one accountable operation. The Company is focused on execution, expanding its services with clients, and continuing to grow its recurring revenue contracts.”
The revenue figure above is preliminary, unaudited, and subject to completion of the Company's quarter-end financial closing procedures. This estimate was prepared by management and has not been audited or reviewed by the Company's independent registered public accounting firm. Actual results may differ from this preliminary estimate, and the Company undertakes no obligation to update it except as required by law. The Company has not yet completed its review of other financial results for the quarter, including gross margin, operating expenses, net loss, and cash. This release does not address those results.
The Company expects to announce the date of its third-quarter 2026 earnings release and conference call before the end of October 2026.
Learn more about the Autonomous Security Force model at
www.knightscope.com
.
Separately, Mr. Li will present at the
LD Micro 20th Annual Main Event
, taking place October 19–21, 2026, at the Luxe Sunset Blvd Hotel in Los Angeles. He is scheduled to present on Wednesday, October 21, 2026, at 4:00 p.m. PT on Track 2 and will host one-on-one meetings with institutional investors throughout the conference. The presentation will be livestreamed, and a replay will be available on
ldmicroevents.com
following the event. Investors attending the conference may request a meeting through the LD Micro conference system, and all investors can reach the Company at
ir.knightscope.com
. Now in its 20th year, the LD Micro Main Event brings together public companies and institutional investors focused on the small- and micro-cap market for three days of presentations and one-on-one meetings.
About Knightscope
Knightscope is a security technology company building the nation's first Autonomous Security Force. As a managed service provider, the Company delivers autonomous machines, AI-driven software, and licensed security agents as one accountable operation, under one contract, to help protect people, property, and critical
infrastructure. Knightscope's long-term mission is to make the United States of America the safest country in the world. Learn more at
www.knightscope.com
.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding the Company's goals, growth, prospects, product roadmap, and outlook, including the Company's preliminary, unaudited revenue for the third quarter and first nine months of 2026, the timing of its third-quarter earnings release and conference call, the Autonomous Security Force, and future financial performance. Actual results may differ materially due to the risks and uncertainties described under "Risk Factors" in the Company's most recent Annual Report on Form 10-K, as updated by its other filings with the Securities and Exchange Commission. Forward-looking statements speak only as of the date of this release, and the Company undertakes no obligation to update them except as required by law.
Public Relations
pr@knightscope.com
Knightscope, Inc.
(650) 924-1025 ext. 6
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