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KDK Stock Forecast: Kodiak AI, Inc. Price Predictions for 2026-2027

Last close, 14 Sept 2026
$3.74
0.00% on the day

The 9 Wall Street analysts covering Kodiak AI, Inc. hold a median 12-month price target of $11 — +194.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 8 of 100 as at 14 Sept 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.

Market cap
$750.3M
Ticker Nerd rank
8 / 100
Median analyst target
$11
Analysts covering
9
Revenue$3.5M+595.6% y/y
Operating income−$43.7M
Net income$12.5M
Free cash flow−$38.1M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−2.1%
1M
−10.1%
YTD
−65.8%
From high
−65.8%
From low
+6.9%
$4
$11
Range since 25 Sept 2025, adjusted closes · the dot is the last close
Ticker Nerd rank

KDK stock analysis: one number for the whole business

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.

Where the model ranks itAs at 14 Sept 2026
8 / 100

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
Volatility
60
Size
48
Revisions
45
Value
9
Growth
6
Issuance
5
Quality
3
Momentum
3

Accruals (93): Reported profit is backed by cash, and the company is not expanding recklessly.

Momentum (3): 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.

Wall Street

KDK stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on KDK, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, since 25 Sept 2025Adjusted close, US dollars
$4$6$8$10$12$14Oct 25Jan 26Apr 26Jul 26KDKHigh $13Median $11Low $8

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

What Wall Street says9 analysts
8 Buy1 Hold0 Sell
Low $8Median $11High $13

The green dot is the last close — the median target sits +194.1% from it.

Recent analyst actionsNewest first
DateFirmActionRatingTarget
11 Sept 2026Morgan StanleyInitiatesEqual-Weight$9.00
9 Sept 2026Chardan CapitalMaintainsBuy$12
9 Sept 2026NeedhamInitiatesBuy$8.00
25 Aug 2026OppenheimerInitiatesOutperform$9.00
25 Aug 2026OppenheimerInitiatesOutperform—
15 June 2026Craig-HallumInitiatesBuy—
13 May 2026CitigroupMaintainsBuy—
8 May 2026Chardan CapitalMaintainsBuy—
25 Mar 2026Chardan CapitalMaintainsBuy—
12 Mar 2026TD CowenMaintainsBuy—
11 Mar 2026Chardan CapitalMaintainsBuy—
19 Feb 2026Chardan CapitalMaintainsBuy—
13 Nov 2025Chardan CapitalMaintainsBuy—
10 Nov 2025TD CowenInitiatesBuy—
30 Oct 2025Chardan CapitalInitiatesBuy—
20 Oct 2025Cantor FitzgeraldInitiatesOverweight—
20 Oct 2025CitigroupInitiatesBuy—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

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.

Free, every Monday. Unsubscribe any time.

Performance

KDK vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

KDK vs S&P 500, last 12 monthsTotal return, rebased to 100
406080100120140Oct 25Jan 26Apr 26Jul 26KDKS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

KDK analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
Analysts raising
0
Analysts cutting
1
Fundamentals

Kodiak AI, Inc. (KDK) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
−0.6×

Cheaper than 80% of US stocks

Price / sales
104.9×

Cheaper than 4% of US stocks

Price / book
−3.7×

Cheaper than 96% of US stocks

EV / EBITDA
−6.0×

Cheaper than 80% of US stocks

Growth & margins
Revenue growth (YoY)
595.6%

Higher than 98% of US stocks

Earnings growth (YoY)
595.6%

Higher than 96% of US stocks

Gross margin
—
Operating margin
−1248.3%

Higher than 5% of US stocks

Net margin
0.0%

Higher than 30% of US stocks

Returns & dividend
Return on equity
206.9%

Higher than 98% of US stocks

Return on assets
−75.4%

Higher than 4% of US stocks

Dividend yield
—

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Kodiak AI, Inc. (KDK) statistics: revenue, profit & scale

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 $750.3M and an enterprise value of $870.2M.

  • 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.

  • Shares outstanding: 194.2M.

  • Trailing P/E: −0.6×; forward P/E: −4.8× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Kodiak AI, Inc. employs 341 people — $21K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 15 Sept 2026

Data provided by Twelve Data

Peers

KDK vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelSoftware - Infrastructure
CompanyMarket capTKN rank
KDKKodiak AI, Inc.$750.3M
8
PAYSPaySign, Inc.$708.0M
85
CCSIConsensus Cloud Solutions, Inc.$700.6M
96
BLZEBackblaze, Inc.$794.8M
80
KPLTKatapult Holdings, Inc.$808.5M
54
RPDRapid7, Inc.$842.8M
76
OSPNOneSpan, Inc.$656.4M
80

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 →

News

Latest KDK news & analysis

Kodiak AI: The Stock Collapsed Just As The Business Started Working

Seeking Alpha · 8 Sept 2026neutral

Kodiak AI's stock collapsed even as its business began to show progress, with long-haul driverless commercialization nearing. The article notes a speculative buy stance despite extreme cash burn and a going-concern warning, highlighting the DaaS model's promise with Atlas, customer concentration and unproven demand as risks, and Gen7 platform advances in durability, cost efficiency, and scalability.

Why it matters — A KDK watcher would care because the piece weighs a stock-price collapse against maturing commercialization milestones and persistent cash-burn and going-concern concerns that bear directly on the company's near-term viability.

Kodiak AI On Track For Year-End Driverless Long-Haul Launch as Safety Case Readiness Reaches 93%

GlobeNewsWire · 8 Sept 2026positive

Kodiak AI reaffirmed it remains on track to launch driverless long-haul commercial service by the end of 2026. Its Autonomy Readiness Measure for long-haul driverless operations reached 93% at the end of August 2026, up from 91% at the end of July.

Why it matters — The rising Autonomy Readiness Measure signals Kodiak is progressing toward its stated year-end driverless long-haul commercial launch milestone.

Kodiak AI and AMD Collaborate to Advance Computing Power for Driverless Trucking

GlobeNewsWire · 26 Aug 2026positive

Kodiak AI announced a collaboration with AMD to use AMD EPYC Series processors in its seventh-generation autonomous truck platform. The partnership is aimed at advancing computing power for driverless trucking.

Why it matters — A major hardware collaboration with AMD could strengthen Kodiak's autonomous trucking platform and signal progress in its technology roadmap.

Kodiak AI Receives DMV Permit to Test Autonomous Trucks in California

GlobeNewsWire · 14 Aug 2026positive

The California Department of Motor Vehicles granted Kodiak AI a heavy-duty commercial Autonomous Vehicle Testing Permit, allowing the company to test its autonomous trucks in California.

Why it matters — The permit enables Kodiak to legally operate and test its autonomous trucking technology in California, a key step toward commercial deployment.

Kodiak AI Q2 Earnings Call Highlights

MarketBeat · 7 Aug 2026positive

Kodiak AI reported second-quarter 2026 revenue of $3.5 million, up 91% sequentially, as it expanded its commercial driverless fleet and advanced preparations for a targeted long-haul launch by year-end, as highlighted in its Q2 earnings call.

Why it matters — For Kodiak watchers, the sequential revenue jump and continued fleet expansion signal momentum in the company's path toward its year-end long-haul commercial launch.

FAQ

Frequently asked questions about KDK stock

What is the KDK stock price forecast for 2026-2027?

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.

Is KDK stock a buy right now?

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 14 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank KDK?

As at 14 Sept 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).

Will KDK stock go up?

No one can know that. What the data says: the median 12-month target from 9 analysts implies +194.1% from the last close, and Ticker Nerd's factor model ranks Kodiak AI, Inc. 8 out of 100 as at 14 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the KDK stock forecast for 2030?

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.

What does Kodiak AI, Inc. do?

Kodiak AI Inc. is an autonomous vehicle technology company focused on AI-powered driverless trucking and ground autonomy solutions.

What is the latest news on KDK?

The most recent item we track (Seeking Alpha, 8 Sept 2026): "Kodiak AI: The Stock Collapsed Just As The Business Started Working". Kodiak AI's stock collapsed even as its business began to show progress, with long-haul driverless commercialization nearing. The article notes a speculative buy stance despite extreme cash burn and a going-concern warning, highlighting the DaaS model's promise with Atlas, customer concentration and unproven demand as risks, and Gen7 platform advances in durability, cost efficiency, and scalability.

Company

About Kodiak AI, Inc.

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