National Security Shock Wave Puts New Spotlight On Security Tech Stocks

A former Secret Service agent is now urging the Department of Homeland Security to raise the national terror threat level, warning that sleeper cell activity inside the United States is an escalating danger after recent US Israeli strikes on Iranian leadership and a deadly Texas shooting under federal investigation. When national security experts say the threats are inside our own borders, soft targets like bars, campuses, hospitals, and office parks suddenly look very different. That is exactly where physical security is shifting from clipboards and cameras to sensors, software, and autonomous systems from companies like Knightscope Inc (NASDAQ: KSCP/quote">NASDAQ: KSCP), Evolv Technologies (NASDAQ: EVLV/quote">NASDAQ: EVLV), Securitas AB (OTC:SCTBY), NAPCO Security Technologies (NASDAQ: NSSC/quote">NASDAQ: NSSC), and Axon Enterprise (NASDAQ: AXON/quote">NASDAQ: AXON).
Knightscope, Inc. (NASDAQ: KSCP/quote">NASDAQ: KSCP) is a Silicon Valley security technology company whose AI-powered robots and connected devices help safeguard the places people live, work, study, and visit across the US, from schools and residential complexes to factories, logistics hubs, and transit centers. By combining hardware, software, and live human response into a recurring‑revenue service, Knightscope captures real-time data and turns it into actionable intelligence and forensics that give officers and guards capabilities traditional cameras and patrols simply cannot match.
On March 3, 2026, Knightscope, Inc. (NASDAQ: KSCP/quote">NASDAQ: KSCP) announced that it has completed the acquisition of Event Risk LLC, a nationwide provider of armed and unarmed security guarding services and executive protection.
The deal turns Knightscope into both a security technology developer and a licensed security services provider, combining autonomous robots, AI-driven command software, and licensed response services under a single managed service structure. Management believes this integrated model will allow the company to contract as the licensed provider, deploy autonomous systems, monitor centrally, and execute response under one accountable operating framework as part of its Autonomous Security Force strategy.
Event Risk has demonstrated consistent double digit growth, strong client retention, and established service relationships with Fortune 1000 companies, national brands, and high profile individuals, entering 2026 with significant contracted revenue, positive EBITDA, and expectations of continued double digit growth prior to any synergies.
Knightscope believes that integrating autonomous technology with licensed security operations strengthens the capabilities and market reach of both organizations and supports its strategy to build the Nation’s First Autonomous Security Force by aligning visible autonomous presence, AI driven sensing, and licensed human response under a single accountable operating model.
“This is a strategic move in building the Nation’s First Autonomous Security Force,” said William Santana Li, Chairman and CEO of Knightscope. “Security buyers are forced to purchase disconnected products and services today – but what they ultimately need is accountability and outcomes. By integrating licensed response services with autonomous machines and AI-driven orchestration software, we are building a unified operating model designed to deliver deterrence, detection, and response as one coordinated system.”
Click here for more information about Knightscope, Inc. (NASDAQ: KSCP/quote">NASDAQ: KSCP).
Security Tech Leaders Tighten Their Grip On A Rising Threat Landscape
Securitas AB (OTC:SCTBY) is moving deeper into digital threat intelligence with a deal to acquire Liferaft, a Canadian SaaS provider of open source intelligence solutions. Liferaft reported subscription-based annual recurring revenue of roughly MSEK 138, or about $15.3 million, at the end of 2025, growing more than 30% organically as it helped hundreds of large enterprises monitor global threat data around the clock. Securitas’ CEO says the acquisition will let the company layer Liferaft’s continuous 24/7 open source monitoring, analytics, and real time alerts across its existing guarding and technology footprint, boosting high margin recurring revenue and giving clients more proactive, intelligence led security programs once the deal closes in the first half of 2026.
Evolv Technologies Holdings, Inc. (NASDAQ: EVLV/quote">NASDAQ: EVLV) just announced that the American Hospital Association named it a Preferred Physical Security Provider for hospitals and health systems. Evolv is the only concealed weapons detection provider selected for the AHA program, which uses a rigorous, multi step vetting process and hospital references to screen vendors, and AHA leadership publicly called Evolv a reliable solution for protecting patients and staff from harm. The company’s AI powered weapons detection systems are already deployed at more than 500 hospital buildings across North America and now screen over 900,000 visitors and staff each day as hospitals grapple with rising workplace violence and look for faster, less intrusive screening.
Axon Enterprise, Inc. (NASDAQ: AXON/quote">NASDAQ: AXON) just reported a record year as law enforcement and public safety agencies continue to buy into its cloud and hardware ecosystem. Software and services revenue grew 40% to $343 million, helping drive total 2025 revenue to $2.8 billion, up 33% year over year, with annual recurring revenue topping $1.3 billion and future contracted bookings reaching $14.4 billion. Management delivered a 25.5% adjusted EBITDA margin, is guiding for 27% to 30% revenue growth in 2026 at similar profitability, and has laid out new 2028 targets calling for about $6 billion in annual revenue and a 28% adjusted EBITDA margin as it rolls out products like Axon Vehicle Intelligence, Axon Assistant, and Axon 911.
NAPCO Security Technologies, Inc. (NASDAQ: NSSC/quote">NASDAQ: NSSC) just reported record net revenues of $48.2 million for fiscal Q2 2026, marking a 12.2% year over year, with equipment sales gaining 12% and recurring service revenue rising 12.5% to $23.8 million. Recurring service revenue carried a 90.2% gross margin and implied an annual run rate of about $99 million based on January 2026 billings, helping push total gross margin to 58.6%, while diluted EPS climbed to $0.38 from $0.28 and the board raised the quarterly dividend 7% to $0.15 per share.
In February 2026, Knightscope, Inc. (NASDAQ: KSCP/quote">NASDAQ: KSCP) retained Lake Street Capital Markets as its exclusive buy side financial advisor with a clear mandate to identify profitable, cash flowing guarding businesses that can serve as immediate deployment channels for Knightscope’s Autonomous Security Force. Management views strategic acquisitions as a second growth engine alongside its technology platform, aiming to step into existing books of guarding business and then layer in autonomous robots, AI driven Signals software, and remote monitoring to shift contracts over time from labor heavy models toward higher margin, technology rich managed security services.
Click here for more information about Knightscope, Inc. (NASDAQ: KSCP/quote">NASDAQ: KSCP).
Featured image @ Knightscope, Inc.
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6) This document contains forward-looking information and forward-looking statements within the meaning of applicable Canadian and United States securities legislation, (collectively, “forward-looking statements”), which reflect management’s expectations regarding Knightscope, Inc.’s future growth, future business plans and opportunities, expected activities, and other statements about future events, results or performance. Wherever possible, words such as “predicts”, “projects”, “targets”, “plans”, “expects”, “does not expect”, “budget”, “scheduled”, “estimates”, “forecasts”, “anticipate” or “does not anticipate”, “believe”, “intend” and similar expressions or statements that certain actions, events or results “may”, “could”, “would”, “might” or “will” be taken, occur or be achieved, or the negative or grammatical variation thereof or other variations thereof, or comparable terminology have been used to identify forward-looking statements. These forward-looking statements include, among other things, statements relating to: (a) revenue generating potential with respect to Knightscope, Inc.’s industry; (b) market opportunity; (c) Knightscope, Inc.’s business plans and strategies; (d) services that Knightscope, Inc. intends to offer; (e) Knightscope, Inc.’s milestone projections and targets; (f) Knightscope, Inc.’s expectations regarding receipt of approval for regulatory applications; (g) Knightscope, Inc.’s intentions to expand into other jurisdictions including the timeline expectations relating to those expansion plans; and (h) Knightscope, Inc.’s expectations with regarding its ability to deliver shareholder value. Forward-looking statements are not a guarantee of future performance and are based upon a number of estimates and assumptions of management in light of management’s experience and perception of trends, current conditions and expected developments, as well as other factors that management believes to be relevant and reasonable in the circumstances, as of the date of this document including, without limitation, assumptions about: (a) the ability to raise any necessary additional capital on reasonable terms to execute Knightscope, Inc.’s business plan; (b) that general business and economic conditions will not change in a material adverse manner; (c) Knightscope, Inc.’s ability to procure equipment and operating supplies in sufficient quantities and on a timely basis; (d) the accuracy of budgeted costs and expenditures; (e) Knightscope, Inc.’s ability to attract and retain skilled personnel; (f) political and regulatory stability; (g) the receipt of governmental, regulatory and third-party approvals, licenses and permits on favorable terms; (h) changes in applicable legislation; (i) stability in financial and capital markets; and (j) expectations regarding the level of disruption to as a result of CV-19. Such forward-looking information involves a variety of known and unknown risks, uncertainties and other factors which may cause the actual plans, intentions, activities, results, performance or achievements of Knightscope, Inc. to be materially different from any future plans, intentions, activities, results, performance or achievements expressed or implied by such forward-looking statements. Such risks include, without limitation: (a) Knightscope, Inc.’s operations could be adversely affected by possible future government legislation, policies and controls or by changes in applicable laws and regulations; (b) public health crises such as CV-19 may adversely impact Knightscope, Inc.’s business; (c) the volatility of global capital markets; (d) political instability and changes to the regulations governing Knightscope, Inc.’s business operations (e) Knightscope, Inc. may be unable to implement its growth strategy; and (f) increased competition.
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