KDKTechnology · Software - InfrastructureThe 9 Wall Street analysts covering Kodiak AI, Inc. hold a median 12-month price target of $11 — +562.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 8 of 100 as at 8 Oct 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Kodiak AI, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Accruals (93): Reported profit is backed by cash, and the company is not expanding recklessly.
Momentum (4): The shares have been drifting down relative to others.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on KDK, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +562.7% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 25 Sept 2026 | Chardan Capital | Maintains | Buy | $12 |
| 11 Sept 2026 | Morgan Stanley | Initiates | Equal-Weight | $9.00 |
| 11 Sept 2026 | Morgan Stanley | Initiates | Equal-Weight | — |
| 9 Sept 2026 | Chardan Capital | Maintains | Buy | — |
| 9 Sept 2026 | Chardan Capital | Maintains | Buy | $12 |
| 9 Sept 2026 | Needham | Initiates | Buy | $8.00 |
| 9 Sept 2026 | Needham | Initiates | Buy | — |
| 25 Aug 2026 | Oppenheimer | Initiates | Outperform | $9.00 |
| 25 Aug 2026 | Oppenheimer | Initiates | Outperform | — |
| 15 June 2026 | Craig-Hallum | Initiates | Buy | — |
| 13 May 2026 | Citigroup | Maintains | Buy | — |
| 8 May 2026 | Chardan Capital | Maintains | Buy | — |
| 25 Mar 2026 | Chardan Capital | Maintains | Buy | — |
| 12 Mar 2026 | TD Cowen | Maintains | Buy | — |
| 11 Mar 2026 | Chardan Capital | Maintains | Buy | — |
| 19 Feb 2026 | Chardan Capital | Maintains | Buy | — |
| 13 Nov 2025 | Chardan Capital | Maintains | Buy | — |
| 10 Nov 2025 | TD Cowen | Initiates | Buy | — |
| 30 Oct 2025 | Chardan Capital | Initiates | Buy | — |
| 20 Oct 2025 | Cantor Fitzgerald | Initiates | Overweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. KDK appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 8 Oct 2026, Kodiak AI, Inc. returned −79.1% against +16.2% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 79% of US stocks
Cheaper than 6% of US stocks
Cheaper than 95% of US stocks
Cheaper than 76% of US stocks
Higher than 98% of US stocks
Higher than 96% of US stocks
Higher than 5% of US stocks
Higher than 30% of US stocks
Higher than 98% of US stocks
Higher than 4% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Kodiak AI, Inc. has a market value of $331.0M and an enterprise value of $461.0M.
Revenue in the twelve months to 30 June 2026: $7.2M. The latest quarter grew 595.6% year on year.
Net income over the same four quarters: −$304.6M, a −4259.6% net margin.
Diluted earnings per share, trailing twelve months: $−4.71.
Free cash flow in the twelve months to 30 June 2026: −$147.5M.
Trailing P/E: −0.3×; forward P/E: −2.1× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Kodiak AI, Inc. employs 341 people — $21K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Kodiak AI, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Kodiak AI and cross-border carrier Charger USA announced a collaboration to provide autonomous freight delivery between Dallas and Laredo.
Why it matters — The collaboration represents an announced deployment of Kodiak’s autonomous driving technology in freight operations.
Kodiak AI reaffirmed it remains on track to launch unsupervised driverless long-haul commercial service by the end of 2026. Its Autonomy Readiness Measure for long-haul driverless operations rose to 96% at the end of September 2026, from 93% at the end of August.
Why it matters — The update provides KDK watchers with a progress measure and the company’s stated timeline for its planned driverless long-haul service launch.
Kodiak AI is targeting a commercial driverless trucking launch between Dallas and Houston by the end of the year, backed by a launch partnership with IKEA and progress in completing its internal safety validation process.
Why it matters — A successful commercial driverless route launch with a major partner like IKEA would mark a key milestone for Kodiak's autonomous trucking ambitions.
Kodiak AI, Inc. (Nasdaq: KDK) announced it will use Amazon Web Services (AWS) as its primary cloud provider to power the compute-intensive AI development and safety simulations needed for its autonomous trucking technology. This comes as the company prepares to launch driverless service on public highways later this year.
Why it matters — This partnership provides Kodiak with the scalable cloud infrastructure needed to advance its AI-powered autonomous trucking development ahead of its planned driverless highway launch.
Kodiak AI announced plans to launch unsupervised long-haul driverless service on the Dallas-Houston freight lane by the end of 2026, targeting completion of its safety case validation. The company is conducting daily preparation runs along Interstate 45 and driverless validation testing at closed-course test tracks as part of its launch program.
Why it matters — This announcement signals Kodiak's progress toward deploying its first commercial driverless highway service, a key milestone for the company's autonomous trucking technology.
The 9 Wall Street analysts covering Kodiak AI, Inc. have a median 12-month price target of $11, with estimates ranging from $8 to $13. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 9 analysts covering Kodiak AI, Inc., 8 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Kodiak AI, Inc. 8 out of 100 across roughly 4,600 US stocks as at 8 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 8 Oct 2026, Kodiak AI, Inc. ranks 8 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Accruals (93 of 100).
No one can know that. What the data says: the median 12-month target from 9 analysts implies +562.7% from the last close, and Ticker Nerd's factor model ranks Kodiak AI, Inc. 8 out of 100 as at 8 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Kodiak AI, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for KDK are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $8 to $13 over the next 12 months.
Kodiak AI, Inc. returned -79.1% over the 12 months to 8 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Kodiak AI Inc. is an autonomous vehicle technology company focused on AI-powered driverless trucking and ground autonomy solutions.
The most recent item we track (GlobeNewsWire, 8 Oct 2026): "Kodiak AI and Charger USA Launch Autonomous Trucking Between Dallas and Laredo". Kodiak AI and cross-border carrier Charger USA announced a collaboration to provide autonomous freight delivery between Dallas and Laredo.
Kodiak AI Inc. is an autonomous vehicle technology company focused on AI-powered driverless trucking and ground autonomy solutions. The company develops the Kodiak Driver, a virtual driving system that combines advanced software, modular hardware, and support tools to operate across commercial vehicle platforms. Its products and services are designed for long-haul trucking, industrial trucking, freight delivery, and defense applications, helping customers integrate autonomous operations into real-world logistics and mission-critical environments. Kodiak AI also provides driver-as-a-service offerings and operational support tools that connect its autonomy stack with customer fleets. Headquartered in Mountain View, California, Kodiak AI plays a role in the growing market for commercial autonomous transportation and applied physical AI.
CEO Mr. Don Burnette · 341 employees · United States · https://kodiak.ai
