Rekor Systems Inc Stock Price, News & Analysis

Rekor Systems (Nasdaq: REKR) priced an underwritten registered direct offering of 8,571,428 units at $1.75 per unit, with each unit containing one share of common stock and one warrant exercisable at $2.40. Warrants are immediately exercisable and expire seven years from issuance. The offering is expected to close on or about December 16, 2025, generating gross proceeds of approximately $15.0 million before fees. Rekor intends to use net proceeds for working capital, capital expenditures, and general corporate purposes. William Blair is the sole book-running manager and one institutional investor participated. Securities are offered under an effective Form S-3 registration statement declared effective August 6, 2024.

Rekor Systems (NASDAQ: REKR) announced on November 19, 2025 that it obtained a U.S. patent for a technology framework to protect personal privacy for automated license plate recognition (ALPR) and vehicle recognition data. The framework encodes and anonymizes vehicle identification data at point of collection, enables real-time use of deidentified data, and releases identifying information only upon warrant or legal authorization. Rekor says the method supports real-time access to NCIC hot-listed vehicles and can be adopted by public safety agencies via policy, legislation, or procurement rules.

Rekor Systems (NASDAQ: REKR) reported record Q3 2025 results on Nov 13, 2025 with revenue of $14.2 million and an adjusted gross margin of 63.4% for the quarter. Adjusted EBITDA loss narrowed to $1.5 million, and operating expenses fell 26% sequentially and 20% year-over-year. The company secured a statewide Georgia contract valued at a minimum of $50 million (up to >$100 million) and an initial South Carolina order of about $1 million. Rekor expanded Rekor Discover® into three additional states and announced Rekor Labs product plans targeting synthetic media detection.

Rekor Systems (NASDAQ: REKR) announced it will enter the global deepfake detection market via a new subsidiary, Rekor Labs, combining AI and machine vision to identify synthetic video, audio, and images.

Proof of concept and alpha milestones are complete and a full product launch is expected in the first half of 2026. The company estimated the global market could exceed $30 billion over the next decade. Rekor has engaged Moelis & Company LLC as financial advisor while exploring the optimal corporate structure; IP details will remain confidential until launch.

Rekor (NASDAQ: REKR) announced South Carolina's deployment of its virtual weigh station technology, integrated with Drakewell, and won the State Technology Innovation Award on Oct 16, 2025. Rekor will receive an initial order of approximately $1 million with additional revenue expected as the program expands statewide. The system links live weigh-in-motion (WIM) data with vehicle recognition to identify overweight trucks in real time, allowing officers to target inspections while avoiding stops of legally weighted vehicles.

Field results show a move from finding 3–4 overweight trucks of 9 stops to identifying all 9 overweight trucks during targeted operations, while lowering costs versus fixed weigh stations.

Rekor Systems (NASDAQ: REKR) announced preliminary Q3 2025 financial results ahead of an official release on November 13, 2025 after market close and an earnings call at 4:30 p.m. ET the same day. The company expects record quarterly revenue of $13.9 million–$14.3 million, an Adjusted EBITDA loss of $1.6 million–$1.9 million (a reduction of more than 65% vs Q2 2025 and >75% vs Q3 2024) and gross margin of 61%–65%. Management cited expanding adoption of data-as-a-service and software products driving operating leverage and margin expansion.

Rekor Systems (NASDAQ: REKR) announced early deployments of Rekor Discover with the California Department of Transportation and the Texas Department of Transportation, marking initial installations that could expand into statewide programs.

The announcement follows Rekor’s largest state award with the Georgia DOT, described as having a potential total contract value of over $100 million. Rekor Discover is offered as a Data-as-a-Service (DaaS) managed solution delivering traffic counts, classification, weigh-in-motion data and planning, operations, and safety insights that comply with federal reporting standards.

Management said the DaaS model shortens time to value, enhances field-team safety, and supports agency planning and funding decisions, which the company expects to accelerate adoption by other state departments of transportation.

Rekor Systems (NASDAQ: REKR) won its largest statewide, multi-year contract with the Georgia Department of Transportation on Oct 7, 2025. The agreement is projected to generate over $50 million in revenue over its duration and can extend up to seven years, with cooperative purchasing across Georgia agencies potentially increasing the total value to more than $100 million. The contract deploys Rekor Discover® as a Data-as-a-Service platform to deliver FHWA-compliant traffic data, non-intrusive roadside installations, 24/7 remote monitoring, and AI analytics for vehicle classification, weigh-in-motion, incident detection, and safety insights. This award follows a June statewide TxDOT contract and aims to accelerate local adoption of Rekor technologies.

Rekor Systems (NASDAQ: REKR) is set to showcase its latest roadway intelligence technologies at the ITS World Congress 2025 in Atlanta. The company is launching Rekor TrafficSight, a cloud-native, AI-powered solution that processes traffic video data securely within the U.S., addressing national security concerns about foreign handling of roadway footage.

The company is also introducing its Data-as-a-Service (DaaS) offering for Rekor Discover®, a subscription-based model that provides FHWA-compliant traffic data without hardware investment requirements. Additionally, Rekor is debuting its Incident Detection API, recently selected by TxDOT for statewide deployment, and Rekor RoadView, a map-based situational awareness tool for local agencies.