Rekor Systems, Inc. (REKR)

Rekor offers compelling value as a small-cap highway monitoring software company, with recent large deals signaling a rebound in growth. REKR's unique niche and minimal competition, combined with organizational restructuring and efficiency measures, position it for improved profitability. Despite a recent 50% rally, REKR's valuation remains attractive at 4.2x FY26 EV/revenue, well below SaaS peers with similar growth rates.

Rekor Systems' Q2 2025 results show stagnant revenue, persistent losses, and no improvement in its critical financial situation. The company faces urgent liquidity issues, with cash reserves insufficient to cover ongoing adjusted EBITDA losses and its ATM share offering now exhausted. Despite new contracts, their immediate impact is limited, and management remains cautious about future revenue contributions and adoption timelines.

Company Launches Rekor TrafficSight — a Cloud-Native, AI-Powered Solution That Keeps U.S. Roadway Video Secure, FHWA-Compliant, and Out of Foreign Hands, Addressing Growing State and National Security Concerns Company Launches Rekor TrafficSight — a Cloud-Native, AI-Powered Solution That Keeps U.S. Roadway Video Secure, FHWA-Compliant, and Out of Foreign Hands, Addressing Growing State and National Security Concerns

Rekor Systems, Inc. (NASDAQ:REKR ) Q2 2025 Earnings Conference Call August 12, 2025 4:30 AM ET Company Participants Eyal Hen - Chief Financial Officer Robert Alan Berman - Founder, Interim CEO & Executive Chairman Conference Call Participants Lawrence Stavitski - Unidentified Company Michael James Latimore - Northland Capital Markets, Research Division Noah Levitz - William Blair & Company L.L.C., Research Division Operator Good afternoon, ladies and gentlemen, and welcome to today's Rekor Systems, Inc. Conference Call.

Rekor Systems, Inc. (REKR) came out with a quarterly loss of $0.07 per share versus the Zacks Consensus Estimate of a loss of $0.06. This compares to a loss of $0.12 per share a year ago.

Second Quarter Results Strengthen Position as AI Leader in Roadway Intelligence Second Quarter Results Strengthen Position as AI Leader in Roadway Intelligence

COLUMBIA, Md., July 23, 2025 (GLOBE NEWSWIRE) -- Rekor Systems, Inc. (NASDAQ: REKR) ("Rekor "or the "Company"), a leader in developing and implementing state-of-the-art roadway intelligence technology, today announced that it will release its financial results for the second quarter of 2025 on Tuesday, August 12, 2025, after market close.

COLUMBIA, Md. , July 02, 2025 (GLOBE NEWSWIRE) -- Rekor Systems, Inc. (NASDAQ: REKR) (the "Company), a leader in developing and implementing state-of-the-art roadway intelligence technology, today announced the extension of its Rekor Command® contract with the Central Texas Regional Mobility Authority (Mobility Authority). The $1.4 million, 5-year agreement reflects the Mobility Authority's ongoing commitment to evaluate and deploy advanced technologies to enhance incident detection, accelerate response times, and improve roadway safety across Central Texas toll roads.

Rekor leverages AI-powered infrastructure solutions for public safety and traffic management, with strong growth potential as urbanization accelerates global demand. Despite a 6% YoY revenue decline due to weather and government delays, recurring revenue and gross margins improved, signaling a positive shift in business mix. Key risks include stiff competition, reliance on legislative support, hardware supply chain vulnerabilities, and execution risks from a new management structure.

Rekor Systems is undervalued after a 30% YTD drop, with recent catalysts signaling potential upside outweighs downside risk at current levels. A new organizational structure with P&L responsibility for business unit GMs aims to drive profitability and resource efficiency across Rekor's three product lines. A major new Texas Department of Transportation deal, signed in early June, could meaningfully boost annual revenue and signals a turnaround in new business momentum.

Rekor Discover® to Replace Outdated Roadway Intrusive Technology with FHWA-Compliant AI That Advances Transportation Planning and Operations Rekor Discover® to Replace Outdated Roadway Intrusive Technology with FHWA-Compliant AI That Advances Transportation Planning and Operations

Rekor Systems, Inc. (NASDAQ:REKR ) Q1 2025 Earnings Conference Call May 14, 2025 4:30 PM ET Company Participants Robert Berman - Interim President and Chief Executive Officer Eyal Hen - Chief Financial Officer Conference Call Participants Aditya Dagaonkar - Northland Capital Tim Moore - Clear Street Noah Levitz - William Blair Operator Good afternoon, ladies and gentlemen, and welcome to today's Rekor Systems, Inc. Conference Call. My name is Matt, and I'll be your coordinator for today.

Rekor Systems, Inc. (REKR) came out with a quarterly loss of $0.10 per share versus the Zacks Consensus Estimate of a loss of $0.08. This compares to loss of $0.23 per share a year ago.

Company to Further Strengthen Financial Position, Improve Operations, and Expand Technology Capabilities to Drive Long-Term Growth as Part of Strategic Transformation Company to Further Strengthen Financial Position, Improve Operations, and Expand Technology Capabilities to Drive Long-Term Growth as Part of Strategic Transformation

COLUMBIA, Md., April 23, 2025 (GLOBE NEWSWIRE) -- Rekor Systems, Inc. (NASDAQ: REKR) ("Rekor "or the" Company "), a leader in developing and implementing state-of-the-art roadway intelligence technology, today announced that it will release its financial results for the first quarter of 2025 on Wednesday, May 14, 2025, after market close.

Rekor Systems, Inc. (NASDAQ:REKR ) Q4 2024 Earnings Conference Call March 31, 2025 4:30 PM ET Company Participants Robert Berman – Interim President and Chief Executive Officer Eyal Hen – Chief Financial Officer Conference Call Participants Louie DiPalma – William Blair Tim Moore – Clear Street Operator Good afternoon, ladies and gentlemen, and welcome today to Rekor Systems Inc. Conference Call. My name is Matt, and I'll be your conference operator for today.