Built from weaker models, sales multiples or analyst targets, so treat it as a rough guide.
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Valued as a loss-making company: Sales comps and Net cash floor.
ACCE opinionKnightscope Inc. Class A Common Stock (KSCP)
Fair value
Not available
ACCE price target
$0.44
Rating
Not rated
Horizon
12 months
ACCE price target published on 15 Oct 2026, 00:00 CEST.
Price used: $0.53 at the close on 23 Oct 2026, 22:00 CEST.
Models: Net cash floor and Sales comps.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
ACCE score
31
out of 100
Analysts
100% buy
2 covering
P/E
0.0x
forward 0.0x
1-year return
-90.7%
Dividend yield
0.00%
Knightscope Inc. Class A Common Stock in four questions
Plain answers, details below
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Overview
ACCE thesis
Knightscope makes autonomous security robots, the K5 for outdoor patrol and the K3 for indoor use, sold alongside a subscription for its monitoring software and a physical security operations layer. Revenue growth of 228.3% is real, but gross margin is -9.9% and operating margin is -145.1%, so every incremental unit sold still loses money and the story depends on unit economics improving with scale. The catalyst to watch is whether recurring subscription revenue climbs as a share of the mix, since that is the only path to gross margins turning positive. With a market cap of about $13M, return on equity of -201.3%, and no index membership, the business is a distressed micro-cap rather than a compounder, and the 34/100 score reflects that. It warrants a deeper look only if you have a view on the dilution and financing runway, which is the question that decides this name.
⚠ Investor warnings · 4 flagsAI-assisted·How I use AI
severe
Going concern risk
Free cash flow of $-31.0M against a $12M market cap, with gross margin at -9.9% and operating margin at -145.1%. Cash burn far exceeds the equity value, raising real funding and dilution risk.
high
Heavy short interest
Short interest stands at 11.8% of float while the company is loss-making at every margin line. Shorts are betting on further deterioration.
high
Price above ACCE target
The stock trades 20.5% above the ACCE price target of $0.44 at $0.53. The price already sits above our own estimate of value.
moderate
Insider selling outweighs buying
Insider sales of $0.10M over the last 10 disclosed transactions exceed insider buys of $0.03M. The selling is small in absolute terms but points the same way as the price gap.
AI research notes
AI-assisted·How I use AIWritten Oct 23, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
Revenue grew 228.3% year over year in the latest 10-Q, far faster than the company's 27.7% average annual pace over five years.
Debt is modest against equity, with a debt to equity ratio of 0.28.
Why it could disappoint
The company lost money heavily, with a net margin of -217.3% and free cash flow of -$31M over the last twelve months.
Shareholders were heavily diluted, as the diluted share count rose 2823.1% in the last fiscal year.
The latest quarterly loss was worse than expected, with earnings per share of -0.79 against -0.49 forecast, a miss of -61.2%.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.
Next results
Nov 11, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle
Walk me through this stock
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Valuation
INVESTOR
Where KSCP's valuation models land
Price
$0.53
Model fair valueConfidence: low
about $0.64
Model
Fair value
Upside
Net cash floor
Sales comps
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Quality
INVESTOR
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