Rekor Systems, Inc. Class B (REKR)

Several events have impacted Rekor Systems, Inc.'s stock price in the past six months. Rekor Systems reported its Q3 2025 financial results, delivering record revenue of $14.22 million, a 35% increase compared to Q3 2024. Rekor Systems announced its plan to enter the global deepfake detection market. Rekor Technology was awarded a state technology innovation award in South Carolina for "virtual weigh stations," which included an initial $1 million order. Rekor Systems completed a $15.0 million underwritten registered direct offering. The Q2 2025 earnings call reported total revenue of $12.4 million, consistent with the same quarter of the prior year. As of February 6, 2026, the closing price of Rekor Systems' share was $0.90, a 5.25% drop from the opening price on the same day.

Demand for Rekor Systems, Inc.'s products and services appears to exhibit some seasonality. The company's Q1 and Q2 2025 earnings reported a revenue decline attributed to weather-related disruptions and contract delays, suggesting that the first half of the year can be impacted by weather and the pace of project initiation.

Rekor Systems, Inc. is an AI technology company specializing in roadway intelligence solutions. It operates in the Technology sector, specifically in the Software - Infrastructure industry, providing real-time vehicle recognition, traffic analytics, and incident management. Rekor leverages artificial intelligence and machine learning, and has transitioned towards a high-margin SaaS business model, with approximately 70% recurring revenue.

Rekor Systems, Inc. serves government agencies, law enforcement, municipalities, and commercial clients across the United States, Canada, and internationally. The company has a global footprint, with a majority of its revenue generated from the United States.

Rekor Systems has maintained a positive brand reputation. The company's technology received a state technology innovation award in South Carolina for its "virtual weigh stations." Rekor Systems has been featured in prominent publications, recognized for its AI-driven traffic analytics. Its systems demonstrated their value during Florida's hurricane season. Rekor also announced the development of a technology framework aimed at protecting personal privacy in the use of automated license plate recognition (ALPR) data.

Rekor Systems, Inc. has 130 institutional owners and shareholders holding a total of 33,333,667 shares. Major institutional owners include Vanguard Group Inc., Goldman Sachs Group Inc., Tejara Capital Ltd., and others. Retail investors hold a significant 56% of the company's ownership.