KDKTechnology · Software - InfrastructureThe 6 Wall Street analysts covering Kodiak AI, Inc. hold a median 12-month price target of $12 — +216.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 7 of 100 as at 22 Aug 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.
Quality (3): Profits are thin or unreliable for the size of the business, or they are not turning into cash.
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 +216.6% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 15 June 2026 | Craig-Hallum | Initiates | Buy | $12 |
| 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 | — |
| 20 Oct 2025 | Citigroup | Initiates | Buy | — |
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.
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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 80% of US stocks
Cheaper than 4% of US stocks
Cheaper than 96% of US stocks
Cheaper than 80% 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
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 $790.4M and an enterprise value of $910.4M.
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: −0.6×; forward P/E: −5.2× — the forward figure prices analyst consensus estimates, not reported 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.
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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 →
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 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.
Kodiak AI reported its second quarter 2026 results, deploying seven additional driverless trucks to bring its customer-owned fleet to 35 vehicles, surpassing 40,000 cumulative hours of paid driverless operations, and introducing its seventh-generation autonomous truck platform. The company said it is advancing toward a long-haul driverless launch.
Why it matters — The update shows Kodiak expanding its commercial driverless fleet and crossing operational milestones, signalling progress toward its long-haul driverless commercialisation goals.
Atlas Energy Solutions is expanding its autonomous truck operations in the Permian Basin, using Kodiak's driverless technology to add a second site for its proppant delivery program.
Why it matters — This signals growing customer adoption and deployment expansion of Kodiak's autonomous driving technology in commercial oilfield logistics.
The 6 Wall Street analysts covering Kodiak AI, Inc. have a median 12-month price target of $12, with estimates ranging from $8.5 to $13. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 6 analysts covering Kodiak AI, Inc., 6 rate it a Buy, 0 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Kodiak AI, Inc. 7 out of 100 across roughly 4,600 US stocks as at 22 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 22 Aug 2026, Kodiak AI, Inc. ranks 7 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 6 analysts implies +216.6% from the last close, and Ticker Nerd's factor model ranks Kodiak AI, Inc. 7 out of 100 as at 22 Aug 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: $8.5 to $13 over the next 12 months.
Kodiak AI, Inc. is a technology company specializing in autonomous driving solutions for ground transportation.
The most recent item we track (GlobeNewsWire, 14 Aug 2026): "Kodiak AI Receives DMV Permit to Test Autonomous Trucks in California". 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.
Kodiak AI, Inc. is a technology company specializing in autonomous driving solutions for ground transportation. The company focuses on applying artificial intelligence to enable driverless operations across key sectors, including long-haul trucking, industrial trucking, and defense logistics. Its core offering is the Kodiak Driver, an integrated autonomy platform that combines AI software, modular sensor and compute hardware, and supporting offboard services to make real-time driving decisions in diverse environments. Kodiak AI delivers its technology through a Driver-as-a-Service model, allowing commercial and government customers to integrate autonomous capabilities into their existing or purpose-built vehicle fleets without developing their own self-driving systems. By targeting mission-critical freight and logistics applications, Kodiak AI plays a role in enhancing efficiency, reliability, and operational resilience in modern supply chains and defense transport networks.
CEO Mr. Don Burnette · 341 employees · United States · https://kodiak.ai
