Knightscope: Wall Street's Top Pick for 2026
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Knightscope: The Autonomous Security Robot Firm Garnering Wall Street Consensus for 2026
By Alistair Finch
Published Sunday, February 8th, 2026
The start of 2026 has seen a surprising trend emerge from the financial world: overwhelming analyst confidence in Knightscope (KSCP), a company specializing in autonomous security robots. Initial results from CNBC's annual stock-picking contest, released in December 2025, revealed an unprecedented consensus among twelve leading Wall Street experts - all selecting Knightscope as their top pick for the year. The projected upside? A significant 60% or more, signaling a potential turnaround for a company that has faced headwinds in recent years.
This isn't merely a case of isolated optimism. Figures like CNBC's Bob Pisani and Steve Liesman, respected voices in the financial community, have publicly endorsed Knightscope, citing its undervaluation and its position to capitalize on growing societal concerns. As Pisani stated, the company represents a "public safety stock that's been beaten up, but we think there's a lot of upside here." Liesman echoed this sentiment, highlighting the increasing market demand for security solutions and Knightscope's unique offering.
Beyond the Patrol Route: Understanding Knightscope's Business
Knightscope designs, manufactures, and deploys fully autonomous security robots. These aren't simply remote-controlled devices; they operate independently, patrolling properties like shopping malls, office complexes, data centers, and educational campuses. Equipped with advanced sensors, cameras, and AI-powered analytics, these robots detect anomalies, deter criminal activity, and provide real-time situational awareness. This data is then relayed to human security personnel, allowing for faster and more effective responses.
The company offers a range of robot models, each tailored to specific security needs. From the K5, a larger outdoor patrol robot, to the K1, designed for indoor environments, Knightscope provides scalable solutions for diverse security challenges. Their subscription-based service model provides clients with continuous security coverage, with robots operating 24/7, 365 days a year.
The Drivers of Growth: Why the Bullish Sentiment?
Several factors contribute to the analysts' positive outlook on Knightscope. Firstly, the global emphasis on public safety continues to intensify. Rising crime rates in many areas, coupled with ongoing concerns about terrorism and active shooter incidents, are driving demand for enhanced security measures. Secondly, the increasing cost of human security personnel is pushing organizations to explore automation as a cost-effective alternative. Knightscope's robots offer a compelling solution, reducing reliance on manpower while simultaneously improving security coverage.
Furthermore, the pandemic accelerated the adoption of automation technologies across various industries. Businesses are increasingly seeking ways to streamline operations, reduce costs, and enhance efficiency, and autonomous security robots fit neatly into this trend. Knightscope's technology is particularly attractive for businesses grappling with labor shortages.
The Broader Trend: Security, Automation, and Emerging Technologies
The near-universal endorsement of Knightscope isn't occurring in a vacuum. It reflects a larger investment trend towards companies focused on security, automation, and related technologies. Alongside Knightscope, analysts are also eyeing opportunities in the renewable energy, electric vehicle, and artificial intelligence sectors, suggesting a broader shift towards future-oriented and socially responsible investments.
While Knightscope dominated the CNBC contest picks, a diversified portfolio remains crucial for investors. The convergence of these technologies - AI powering autonomous robots, renewable energy providing sustainable power sources, and electric vehicles reducing carbon emissions - represents a significant long-term investment opportunity.
Challenges and Considerations
Despite the overwhelmingly positive outlook, potential investors should be aware of the challenges facing Knightscope. The company has experienced financial difficulties in the past, and maintaining profitability will be crucial for sustained growth. Competition in the autonomous security market is also intensifying, with new players emerging and established security firms developing their own robotic solutions. Furthermore, public perception and acceptance of autonomous security robots will be key to widespread adoption. Concerns about privacy, data security, and potential job displacement need to be addressed effectively.
However, the consensus view from Wall Street's top analysts suggests that Knightscope is well-positioned to overcome these challenges and deliver substantial returns in 2026 and beyond. The company's innovative technology, combined with favorable market trends, makes it a compelling investment opportunity for those seeking exposure to the future of public safety.
Read the Full CNBC Article at:
[ https://www.cnbc.com/2025/12/12/wall-streets-top-picks-for-2026-a-public-safety-stock-with-60percent-upside.html ]