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KDK

Kodiak AI, Inc. Common Stock

KDK

NASDAQ·Technology·Software - Infrastructure·Mkt cap $737.8M

$3.82

+3.80%

P/E

-1.20

Mkt Cap

$737.8M

52-Wk Range

$3.49–$11.35

52-Week Range

$3.49 - $11.35

P/E

-1.20

Fwd P/E

-5.95

Beta

0.42

Div Yield

0.00%

Avg Vol

1.1M

Shares Out

182.6M

Mkt Cap

$737.8M

Price action

Price chart

Down 52.0% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Proprietary multi-sensor architecture technology
  • Specialized expertise in ground autonomy across diverse terrains
  • Strong intellectual property portfolio in AI-driven autonomous systems
  • Established partnerships in trucking, defense, and industrial sectors

Bear Case

1 risk

  • Low volatility (beta 0.4).

Growth

Strong growth ahead

Rising demand for autonomous trucking solutions in logistics

Value

Deep value opportunity - significant discount to sector peers

Momentum

Falling

-40.7% over 3m

Quality

Loss-making

Weak fundamentals - proceed with caution

Dividend

None

No dividend

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 11, 2026

Q3 26 RECAP

AUG 6, 2026

Reported EPS of -$0.50 vs -$0.17 consensus (-187.0% surprise). Revenue of $3.5M vs $2.6M expected (+36.4%).

EPS miss
Rev beat +36.4%

EPS surprise · last 4Q

0 of 1 beats

Estimate

Actual

Q3 26

-187.0%

Revenue trend · last 8Q

+249%

+24%

-89%

-85%

+24%

+596%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$5.1M

$5.1M

$1.1M

$362.0K

$554.2K

$757.9K

$1.3M

$3.5M

Margins · last 8Q

Gross

0.0%

Operating

Profit

356.6%

Wall Street consensus

5 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

5

100%

Hold

0%

Sell

0%

Median Price Target

Latest: Oppenheimer · Aug 25, 2026

vs Industry

How KDK stacks vs Software - Infrastructure

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.