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On Watch for Thursday: See Why (KSCP) Just Landed on Tomorrow’s Radar



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Consider Starting Your Own Research On Knightscope, Inc. (NASDAQ: KSCP)

[
Company Website] | [Corporate Presentation]

March 4, 2026

On Watch for Thursday | See Why (KSCP) Just Landed on Tomorrow's Radar

Dear Reader,

Over here at Market Crux, we're watching security get rewritten in real time—and most people still think it's business as usual.

Guard-based protection is running into real pressure: staffing is tight, costs keep rising, and risks don't take nights or weekends off.

At the same time, AI is moving off the screen and into the real world.

We're now seeing machines that can patrol, monitor, and report in real time—around the clock.

That shift is already showing up across hospitals, airports, campuses, and major facilities nationwide.

And as demand grows for "always-on" protection, one name is starting to stand out.

Knightscope, Inc. (NASDAQ: KSCP) is deploying autonomous security technology built to deliver 24/7 surveillance and real-time intelligence—helping reshape how public and private spaces are protected.

And (KSCP) just closed the acquisition of Event Risk to accelerate its autonomous security force strategy.

Event Risk is a nationwide provider of armed and unarmed security guarding services with consistent double-digit growth, strong client retention, disciplined leadership team, and established service relationships with Fortune 1000 companies, national brands, and high-profile individuals - and has closed on the transaction.

The deal fits directly into Knightscope, Inc. (NASDAQ: KSCP)'s plan to build the nation's first Autonomous Security Force, it massively widens the funnel by converting traditional guards into Augmented Security Agents and plugging Knightscope's technology into a far larger installed base, site by site.

From Cameras to Autonomous Coverage: (KSCP) Targets $230B TAM

Inline Image

Headquartered in Silicon Valley, Knightscope, Inc. (NASDAQ: KSCP) is a security technology innovator dedicated to making the United States the safest country in the world.

The company develops and manufactures Autonomous Security Robots (ASRs) and emergency communication devices that serve as a force multiplier for security professionals.

These machines are equipped with a sophisticated sensor suite—including LiDAR, thermal imaging, and 360-degree 4K video—enabling them to patrol autonomously while providing real-time data to a centralized Security Operations Center (KSOC).

Operating in a total addressable market (TAM) estimated at $230B, KSCP offers a comprehensive "Security-as-a-Service" model.

This approach allows clients to deploy high-tech security assets without the heavy capital expenditure typically associated with robotics, instead paying a recurring subscription fee for a fully managed service.

By bridging the gap between hardware and software, the company provides a layered protection system that can deter, detect, and report incidents with a level of consistency that human guards often cannot match.

The company's footprint is extensive, with approximately 10,000 machines in its network serving a diverse range of sectors.

From healthcare facilities and transit hubs to corporate campuses and retail centers, Knightscope's robots are becoming a common sight in the American landscape.

With a focus on U.S.-based design and manufacturing, (KSCP) is positioning itself as a leader in the domestic robotics sector, particularly as national interest in autonomous infrastructure continues to grow.

The Convergence of AI, Robotics, and Federal Strategy

The primary driver for (KSCP) is the unsustainable cost of traditional security. Human guards typically cost businesses between $25 and $65 per hour, while 24/7 police coverage can cost communities up to $1.3M per year.

In contrast, Knightscope, Inc. (NASDAQ: KSCP)'s autonomous solutions can provide constant surveillance at roughly half the cost of a human officer.

As wages continue to rise and the security labor market remains tight, the economic argument for robotic augmentation becomes undeniable.

This shift is not just about cost-cutting; it is about filling roles that are currently vacant due to a lack of available personnel.

Strategic Alliances and Federal Expansion

Inline Image

Its connection to Palantir could represent a major turning point for Knightscope, Inc. (NASDAQ: KSCP).

Palantir supports mission-critical systems used by agencies ranging from the Pentagon to the CIA to Homeland Security—the kind of environment where credibility, security standards, and real-world performance matter.

And through Palantir's specialized programs, select partners can plug into its AI infrastructure faster—helping cut through layers of red tape and speed up access to federal channels.

For (KSCP), that creates a potentially powerful bridge: moving from commercial deployments into higher-stakes government lanes, alongside one of the most trusted names in public-sector technology—at a moment when Washington is accelerating its push toward autonomous, always-on security systems.

Technical Roadmap: The K7 and Beyond

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Innovation remains a cornerstone of the (KSCP) strategy. The company recently unveiled the K7 Autonomous Security Robot, a multi-terrain, four-wheeled platform designed for large-scale outdoor environments like airports, solar farms, and warehouses.

The K7 features holonomic steering, allowing for lateral "crab-like" movement and superior maneuverability in tight spaces.

With series production expected to begin deployment in the second half of 2026, the K7 represents a significant upgrade in perimeter protection capabilities.

Financial Position and Growth Initiatives

Operational momentum is reflected in the company's recent financial reports. For the third quarter of 2025, (KSCP) reported 24% year-over-year revenue growth, driven by a surge in both service subscriptions and product deliveries.

(KSCP) also strengthened its cash position to $20.4M as of late 2025, giving it added flexibility to continue funding research and development.

To support its next phase of expansion, Knightscope, Inc. (NASDAQ: KSCP) recently brought in Lake Street Capital Markets to help evaluate strategic paths forward—including potential acquisitions that could complement its technology stack and broaden its managed service platform.

Management Team Credentials

The leadership at (KSCP) brings deep experience from the automotive and finance sectors. Chairman and CEO William Santana Li is an American entrepreneur with over 30 years of experience, having served as a senior executive at Ford Motor Company and founding multiple startups.

He is joined by CFO Apoorv Dwivedi, who has a background in corporate finance at General Electric and Nxu, Inc.. The board also includes William G. Billings, the Chief Accounting Officer of Chewy and a veteran of Airbnb and GlobalFoundries, providing institutional oversight as the company scales.

8 Reasons Why (KSCP) Just Landed Back On Our Radar For Tomorrow —Thursday, March 5, 2026…

1. National Wake-Up: As guard shortages and rising wages strain traditional security models, (KSCP) is positioned inside a structural shift toward autonomous coverage.

2. AI Patrol Fleet: With nearly 10,000 machines in-network nationwide, (KSCP) already operates one of the most visible real-world security robotics footprints in the U.S.

3. Cost Advantage: At roughly half the hourly cost of a human officer, (KSCP)'s autonomous systems present a compelling economic alternative for 24/7 surveillance needs.

4. Recurring Model: Through its Security-as-a-Service structure, (KSCP) generates subscription-based revenue rather than relying solely on one-time equipment sales.

5. Palantir Pipeline: With a developing relationship connected to Palantir's defense ecosystem, (KSCP) is aligning itself with infrastructure tied to high-level government channels.

6. Acquisition Catalyst: The new Event Risk deal moves (KSCP) beyond pure robotics into licensed guarding, creating an immediate deployment channel for its Autonomous Security Force across existing client sites.

7. Growth Momentum: Reporting 24% year-over-year revenue growth in Q3 2025, (KSCP) demonstrated accelerating top-line expansion tied to both services and product deliveries.

8. War Chest: Ending late 2025 with $20.4M in ca-sh, (KSCP) has reinforced its balance sheet to continue product development and operational scaling.

Consider Starting Your Own Research On Knightscope, Inc. (NASDAQ: KSCP) [Company Website] | [Corporate Presentation]

Taken together, the picture becomes clearer.

A nationwide labor squeeze is forcing security providers to rethink how protection is delivered—and (KSCP) is already operating inside that shift.

With nearly 10,000 machines deployed across the country, it has built one of the most visible real-world autonomous security footprints in the U.S.

Its systems deliver 24/7 coverage at roughly half the hourly cost of a human officer, backed by a recurring Security-as-a-Service model designed for long-term client relationships.

Layer on 24% year-over-year revenue growth in Q3 2025, a strengthened cash position of $20.4M, and a developing relationship connected to Palantir's defense ecosystem—and you're looking at a company aligned with both economic reality and federal modernization trends.

Market Crux will have all eyes on (KSCP) tomorrow morning—Thursday, March 5, 2026.

Consider taking a look at (KSCP) before you call it a night.

Also, watch for my next update, it could be coming early.

Have a good night.

Sincerely,

Gary Silver

Managing Editor,

Market Crux

 

 

MarketCrux.com ("MarketCrux" or "MC" ) is owned by Headline Media LLC, MC is not responsible for its accuracy. Make sure to always do your own research and due diligence on any day and swing profile MC brings to your attention. Any emojis used do not have a specific defined meaning, and may be used inconsistently. We do not provide personalized in-vest-ment advice, are not in-vest-ment advisors, and any profiles we mention are not suitable for all in-vest-ors.

Pursuant to an agreement between Headline Media LLC and TD Media LLC, Headline Media LLC has been hired for a period beginning on 03/04/2026 and ending on 03/05/2026 to publicly disseminate information about (KSCP:US) via digital communications. Under this agreement, TD Media LLC has paid Headline Media LLC seven thousand five hundred USD ("Funds"). To date, including under the previously described agreement, Headline Media LLC has been paid fifty seven thousand five hundred USD ("Funds"). These Funds were part of the twenty two thousand five hundred USD funds that TD Media LLC received from a third party named LFG Equities Corp. who did not receive the Funds directly or indirectly from the Issuer and does not own stock in the Issuer but the reader should assume that the clients of the third party own shares in the Issuer, which they will liquidate at or near the time you receive this communication and has the potential to hurt share prices.

Neither Headline Media LLC, TD Media LLC and their member own shares of (KSCP:US).

Please see important disclosure information here: https://marketcrux.com/disclosure/kscp-rzqc6/#details

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Passing the War Test



The Iran shock eased today... To the prepared go the spoils... These stocks jumped when the bombs fell... Defense stocks are in a golden age... Volatility is just beginning...
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Delivering World-Class Financial Research Since 1999

The Iran shock eased today... To the prepared go the spoils... These stocks jumped when the bombs fell... Defense stocks are in a golden age... Volatility is just beginning...


Today marked an easing of fears...

Since the U.S. attacked Iran over the weekend, we've had two days of stocks falling and oil prices rising.

Today, we got some relief.

Not only did the selling slow, but the major U.S. indexes were all higher, too... with the S&P 500 Index up nearly 1%. Major foreign markets stabilized, too. Meanwhile, oil prices are about the same as yesterday, along with Treasury yields.

Old reliable gold was back up almost 1% today... And even bitcoin, which has been mired in a roughly 50% drawdown from its all-time high, was around 8% higher today.

So, is that it? Is the "worst" market reaction from the conflict in Iran behind us?

We'll only know for sure with time, but we can think about a few possible outcomes today.

If you believe the U.S. government's promise to backstop new "political" insurance coverage for shippers in the Persian Gulf and offer escort services from the U.S. Navy will be plenty to keep the flow of oil, natural gas, and cargo going as it had been, then the AI-driven bull market can go on from here.

If you don't believe the oil and gas will keep flowing, expect more volatility ahead.

In the longer run, there's also the future of Iran's leadership to ponder.

Former Iranian supreme leader Ali Khamenei's 56-year-old son is reportedly the favorite to replace him, which isn't the best-case scenario for the White House. But that may be a short-term situation.

Secretary of War Pete Hegseth suggested as much at a press briefing today, saying that Iranian leaders will soon be "looking up and seeing only U.S. and Israeli air power every minute of every day until we decide it's over, and Iran will be able to do nothing about it."

At the same time, we've read reports (and heard rumors) that the CIA is meeting with groups in Iran to potentially facilitate a public uprising to overthrow what's left of the previous regime and open up more relations with the West.

So there are still unknowns to consider. But today's market action could be a sign that bullish sentiment remains.

In the meantime, we have some winners to report...

If you've followed us for any length of time, you know our editors and analysts have recommended commodity companies as part of a diversified portfolio.

A lot of that has to do with long-term trends (like the U.S. being the world's leading producer of oil and largest exporter of liquefied natural gas) and the quality of specific businesses.

I (Corey McLaughlin) wrote to you a few weeks ago that the market has been rewarding owners of "real assets." From our February 17 issue...

Four sectors of companies making "real" things – materials, energy, industrials, and consumer staples – are up more than 15% over the past three months.

We've written about the rise in precious metals and commodities over the past year. When how to take profits (like in silver) is a primary part of the conversation, that's a good thing and indicative of a long-term trend.

The 52-week highs list we publish at the bottom of every Digest has been extensive over the past few months. In a bull market, it's easy to find stocks that go up. But in volatile, energy-supply rattling times like these, you need stocks that pass the "war test." I'm talking about well-positioned oil, gas, and other commodities stocks that can survive and thrive during these periods. And investors who are best prepared are most rewarded.

For example, after the U.S. removed Venezuela's president Nicolás Maduro from power in January – raising questions about global oil supply and flows – Stansberry Research editor Brett Eversole recommended an oil and gas services position in True Wealth Systems. The pick is up 38% since then, and the recommendation remains a "buy" today.

If you follow our Commodity Supercycles team, you're well versed in oil and gas stocks... as well as nuclear, industrial, precious metals, rare earth, and renewable-energy businesses.

When we scan the model portfolio today, we see open oil and gas positions sitting on gains of 267%... 119%... 195%... 49%... and 40%. Some precious metals recommendations are doing even better, with a pair up more than 300%.

Dan Ferris also saw this coming...

In late June, following the U.S. bombing Iranian nuclear facilities last summer, Dan wrote an issue of The Ferris Report titled "Iran's Next Regime Change" where he wrote...

The U.S. is poking its nose into Iran again. As I'll explain, it's once again likely to be a bigger, costlier mess than most Americans expect. In particular, I believe the next Iranian regime-change operation – run by Israel and America – is well underway.

What's more... war in Iran is just one piece of a worrisome economic puzzle. In this month's issue, I'll walk you through the current international and domestic situation – and five portfolio holdings that can protect and grow your wealth amid the chaos.

One of Dan's picks – a play on U.S. aerospace and defense companies – is up about 35% since his June issue, and it's up roughly 120% since he first shared it with The Ferris Report subscribers in November 2024. As Dan said, "This is the golden age of defense stocks."

As missiles fly over the Persian Gulf (and still in Ukraine), executives from U.S. defense contractors, including Lockheed Martin (LMT) and RTX (RTX) – formerly Raytheon – are reportedly going to meet at the White House to discuss "speeding up weapons production," according to global news service Reuters.

Our 'quant' system was well positioned, too...

As Stansberry Research senior analyst Alan Gula wrote in yesterday's The Quant Portfolio issue, the algorithm-based offering in our Portfolio Solutions products is well prepared to handle any volatility...

There's a tremendous amount of uncertainty in the Middle East. And we're sure there will be some counterintuitive outcomes.

The beauty of our quant system is that we don't act on geopolitical hunches. We don't fear uncertainty, either.

What we do is invest in quality companies. Our algorithm finds opportunities with minimal risk and maximum return and combines them in a carefully diversified portfolio.

It doesn't know that, with chaos running rampant in the Middle East, the price of oil is rocketing higher.

But it still recommended a best-in-class exploration and production (E&P) company back in January – one that's primed to profit from higher oil prices.

That position is already up more than 20% in the model portfolio. If oil prices spike, the company will benefit, but it doesn't need higher oil prices to do well, as Alan explained...

It doesn't rely on the risk premium you see in the energy markets today. (That's the extra return producers get when things get volatile.)

It generates strong returns in "normal" times... and can maintain profitability even in a down market.

Existing Quant Portfolio subscribers and Stansberry Alliance members can find the full issue with Alan's analysis and recommended portfolio actions to take right here.

This is only the beginning...

As we mentioned yesterday – believe it or not – the world is still spinning. So we need to start preparing for the next surprise.

And as our Ten Stock Trader editor Greg Diamond says, this wave of market volatility is just beginning (no matter what happens with the conflict in the Middle East) based on indicators he tracks.

But Greg doesn't suggest fleeing the market. He says you can leverage this uncertainty and potentially double your money over and over again in the weeks ahead.

That's just what he did in 2022 when Russia's invasion of Ukraine shocked the world and Greg recommended a trade that returned 116% in 34 days... and another trade that soared 100% in 17 days.

Greg also identified important inflection points in the market in 2020 (when the pandemic sunk the market before a strong rebound) and in 2023 (remember the regional banking crisis?)... And he recommended trades to profit along the way.

Since 2018, when he joined Stansberry Research after working on Wall Street as a hedge-fund trader, Greg has shown subscribers 41 chances to double their money or better and prepared them for major market moves in the market that "nobody" saw coming.

He's detailing his latest outlook in a free event on Tuesday, March 10.

Click here to learn more and register for Greg's 2026 Market Crash Summit now.

You'll hear more about how Greg's trading strategy works (despite what some skeptics might believe, it's not "voodoo science")... his thoughts on the market... and his big prediction for the rest of 2026. You'll also hear from some of Greg's subscribers. Plus, Greg will share one of his favorite trading setups on a company positioned to capitalize on the coming wave of volatility – for free.

Again, you can register here now.


Recommended Links:

The Man Who Nailed the 2020, 2022, and 2023 Crashes Issues Urgent Warning

He called the 2020 COVID-19 crash... the 2022 tech crash... and the 2023 bank crisis – all in advance. On Tuesday, March 10, former multibillion-dollar hedge-fund trader Greg Diamond is going public with the EXACT WEEK he believes the market will peak – before it plummets dramatically. Click here to reserve your spot at the summit now.


Is This Stock AI's Next Victim?

A single AI update erased $300 billion in one day. Another wiped out $1 trillion the week before. CNBC legend and trading veteran Jon Najarian says dozens more stocks are in the crosshairs right now, and most investors have no idea. Click here for the full story.


New 52-week highs (as of 3/3/26): Alpha Architect 1-3 Month Box Fund (BOXX), CBOE Global Markets (CBOE), CF Industries (CF), Enterprise Products Partners (EPD), Federal Realty Investment Trust (FRT), Freehold Royalties (FRU.TO), Kinder Morgan (KMI), Marathon Petroleum (MPC), New York Times (NYT), Plains All American Pipeline (PAA), SandRidge Energy (SD), Travelers (TRV), and Valero Energy (VLO).

In today's mail, more thoughts on the war against Iran, which we wrote about Monday, yesterday, and discussed in yesterday's mail... Do you have a comment or question? As always, e-mail us at feedback@stansberryresearch.com.

"Why is it when [President Donald] Trump is involved, all logic, common sense and experience go out the window for so many? Is it not a great thing to eliminate the biggest terrorist regime in the world? One that is still trying to revive their nuclear weapons program after threatening to destroy us and Israel numerous times?... Thank God this president has the courage to not kick the can down the road anymore...

"In April, it was easy to see for me that tariffs were being used to negotiate better trade deals by the dozens. It would end up much better. I moved cash into a brokerage account and bought the dip. Made lots of money. The Trump-hating delusion helps the average person beat the so-called experts all the time." – Subscriber Tom F.

All the best,

Corey McLaughlin with Nick Koziol
Baltimore, Maryland
March 4, 2026


Stansberry Research Top 10 Open Recommendations

Top 10 highest-returning open stock positions across all Stansberry Research portfolios. Returns represent the total return from the initial recommendation.

Investment Buy Date Return Publication Analyst
MSFT
Microsoft
11/11/10 1,353.8% Retirement Millionaire Doc
MSFT
Microsoft
02/10/12 1,303.8% Stansberry's Investment Advisory Porter
ADP
Automatic Data Processing
10/09/08 827.8% Extreme Value Ferris
BRK.B
Berkshire Hathaway
04/01/09 773.3% Retirement Millionaire Doc
SII
Sprott
01/11/18 748.2% Extreme Value Ferris
WRB
W.R. Berkley
03/15/12 674.9% Stansberry's Investment Advisory Porter
GOOGL
Alphabet
12/15/16 648.1% Retirement Millionaire Doc
ALS-T
Altius Minerals
03/26/09 608.7% Extreme Value Ferris
HSY
Hershey
12/07/07 602.5% Stansberry's Investment Advisory Porter
CIEN
Ciena
10/20/22 602.2% Stansberry Innovations Report Engel

Please note: Securities appearing in the Top 10 are not necessarily recommended buys at current prices. The list reflects the best-performing positions currently in the model portfolio of any Stansberry Research publication. The buy date reflects when the editor recommended the investment in the listed publication, and the return shows its performance since that date. To learn if a security is still a recommended buy today, you must be a subscriber to that publication and refer to the most recent portfolio.


Top 10 Totals
3 Extreme Value Ferris
3 Retirement Millionaire Doc
3 Stansberry's Investment Advisory Porter
1 Stansberry Innovations Report Engel

Top 5 Crypto Capital Open Recommendations

Top 5 highest-returning open positions in the Crypto Capital model portfolio

Investment Buy Date Return Publication Analyst
BTC/USD
Bitcoin
11/27/18 1,717.9% Crypto Capital Wade
WSTETH/USD
Wrapped Staked Ethereum
12/07/18 1,663.7% Crypto Capital Wade
ONE/USD
Harmony
12/16/19 1,009.5% Crypto Capital Wade
POL/USD
Polygon
02/26/21 643.7% Crypto Capital Wade
QRL/USD
Quantum Resistant Ledger
01/19/21 547.5% Crypto Capital Wade

Please note: Securities appearing in the Top 5 are not necessarily recommended buys at current prices. The list reflects the best-performing positions currently in the Crypto Capital model portfolio. The buy date reflects when the recommendation was made, and the return shows its performance since that date. To learn if it's still a recommended buy today, you must be a subscriber and refer to the most recent portfolio.


Stansberry Research Hall of Fame

Top 10 all-time, highest-returning closed positions across all Stansberry portfolios

Investment Duration Gain Publication Analyst
Nvidia (NVDA)^* 5.96 years 1,466% Venture Tech. Lashmet
Microsoft (MSFT)^ 12.74 years 1,185% Retirement Millionaire Doc
Inovio Pharma. (INO)^ 1.01 years 1,139% Venture Tech. Lashmet
Rocket Lab (RKLB)^ 2.35 years 1,034% Venture Tech. Lashmet
Seabridge Gold (SA)^ 4.20 years 995% Sjug Conf. Sjuggerud
Berkshire Hathaway (BRK-B)^ 16.13 years 800% Retirement Millionaire Doc
Intellia Therapeutics (NTLA) 1.95 years 775% Amer. Moonshots Root
Rite Aid 8.5% bond 4.97 years 773% True Income Williams
PNC Warrants (PNC-WS) 6.16 years 706% True Wealth Systems Sjuggerud
Maxar Technologies (MAXR)^ 1.90 years 691% Venture Tech. Lashmet

^ These gains occurred with a partial position in the respective stocks.
* Editor Dave Lashmet closed the first leg of this Nvidia position in November 2016 for a gain of about 108%. Then, he closed the second leg in July 2020 for a 777% return. And finally, in May 2022, he booked a 1,466% return on the final leg. Subscribers who followed his advice on Nvidia could've recorded a total weighted average gain of more than 600%.


Stansberry Research Crypto Hall of Fame

Top 5 highest-returning closed positions in the Crypto Capital model portfolio

Investment Duration Gain Publication Analyst
Band Protocol (BAND) 0.31 years 1,169% Crypto Capital Wade
Terra (LUNA) 0.41 years 1,166% Crypto Capital Wade
Polymesh (POLYX) 3.84 years 1,157% Crypto Capital Wade
Frontier (FRONT) 0.09 years 979% Crypto Capital Wade
Binance Coin (BNB) 1.78 years 963% Crypto Capital Wade

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