Knightscope Discloses $27M in Estimated Renewals, Bookings, and Client Awards Since May 2026
KSCP is trading near its 52-week low of $1 (12% above the low).
Summary
Knightscope announced approximately $27 million in estimated renewals, bookings, and client awards from May 20 to September 18, 2026, spanning 109 contracts across seven vertical markets. The figure is a non-GAAP operating metric, not revenue or backlog, and the company is not providing financial guidance.
Key Events · Earnings and Guidance · KSCP
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$27M Estimated Renewals, Bookings and Awards
Knightscope reported approximately $27 million in estimated renewals, bookings, and client awards for May 20 through September 18, 2026, across 109 contracts and awards in seven vertical markets.
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Renewals Dominate at 72%
Estimated renewals account for approximately $19.6 million (72%) of the total, while new business represents approximately $7.5 million (28%).
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Largest Renewal: $17M Master Services Agreement
A three-year master services agreement with a multinational industrial client is estimated at approximately $17 million over the initial term based on current service levels, with no minimum purchase obligation.
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Largest New Award: $5.8M National Retailer
A written client award from a national retailer carries a stated award value of approximately $5.8 million, though definitive agreements or ordering documents had not yet been issued as of the measurement date.
Analysis · KSCP · Manufacturing
Knightscope disclosed approximately $27 million in estimated renewals, bookings, and client awards for the four-month period ending September 18, 2026 — a figure that dwarfs the company's $9 million in quarterly revenue reported in Q2 2026. The metric is not GAAP revenue or backlog, and the company explicitly states it is not providing or reaffirming financial guidance. Still, the scale of the disclosed pipeline — including a $17 million master services agreement estimate and a $5.8 million written award — suggests meaningful commercial traction for the Autonomous Security Force launch. Against a backdrop of a going-concern warning and an ATM program recently expanded to $35 million, this disclosure provides a positive demand signal but one that carries significant execution risk: the $17 million estimate is based on current service levels with no minimum purchase obligation, and the $5.8 million award has not yet converted to a definitive agreement.
How filings like this one have moved
In the 30 days to Oct 1, 2026, 30.2% of the 1645 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.49%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, KSCP was trading at $1.12 on NASDAQ in the Manufacturing sector, with a market capitalization of approximately $26M. The 52-week trading range was $1.00 to $7.62. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.