Kodiak AI (KDK)
Develops an AI-powered virtual driver for commercial trucks and defense applications.
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Develops the Kodiak Driver for long-haul and industrial trucking, with a separate defense application. Customer deployment programs prepare for a Driver-as-a-Service model, while customer-owned driverless trucks provide the commercial operating base.
Develops the Kodiak Driver, a virtual driver that combines AI-powered software with modular, vehicle-agnostic hardware for long-haul and industrial trucking. The platform is also adapted for U.S. Department of Defense applications.
Commercial deployment includes customer-owned, driverless trucks operated by Atlas Energy Solutions in the Permian Basin. The Partner Deployment Program prepares industrial and long-haul customers for a Driver-as-a-Service model.
Scaling depends on completing and validating a safety case for each operating environment, as well as maintaining hardware, manufacturing, and customer-partner relationships. A broad driverless long-haul launch was still under development in the latest disclosure.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 11, 2026 | Morgan Stanley | Target | Target: — | Target: $9 |
| Sep 9, 2026 | Needham | Initiate | Rating: —Target: — | Target: $8 |
| Aug 25, 2026 | Oppenheimer | Initiate | Rating: —Target: — | Target: $9 |
| Jun 15, 2026 | Craig-Hallum | Target | Target: — | Target: $12 |
| May 11, 2026 | Northland Securities | Target | Target: $17 | Target: $11 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $151.1M · Total debt $47.8M · Total assets $194.4M · Shareholders' equity $34.3M
- Revenue
- $3.5M
- Operating income
- −$43.7M
- Net income
- $12.5M
No dividends on record.
| Institutions | 46.38% | 85.27M shares | |
|---|---|---|---|
| 94 holders · as of Jun 30, 2026 | |||
| Insiders | 1.25% | 2.30M shares | |
| 10 holders · as of Jul 2, 2026 | |||
| Strategic holders | 16.95% | 31.16M shares | |
| 2 holders · as of May 11, 2026 | |||
| Other | 35.42% | 65.12M shares | |
| remainder | |||
183.85M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Ares Acquisition Holdings II LP1Strategic10 percent owner | 14.58% | 26.80M | filed Nov 12, 2025 |
Battery Management Corp.Institution | 6.18% | 11.36M | as of Jun 30, 2026 |
Ares Management LLCInstitution | 5.77% | 10.61M | as of Jun 30, 2026 |
Soros Fund Management LLCInstitution | 5.31% | 9.77M | as of Jun 30, 2026 |
Sip Global Opportunity Manager LLCInstitution | 5.20% | 9.55M | as of Jun 30, 2026 |
- Ares Acquisition Holdings II LP's transaction reports restate only vehicles that traded; the 2025 ownership statement (26.80M) is used instead.
Insider tradesForm 4
No open-market trades in the last 12 months.
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CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Kodiak AI | $3.23 | +1.10% | $631.6M | — | — | 88.3 | +597.7% |
| Aurora Innovation | $6.49 | +0.39% | $12.77B | — | — | 2,553.5 | +100.0% |
| Pony.ai | $7.29 | −0.01% | $2.43B | — | — | 19.4 | +68.8% |
| Median | — | — | 1,286.5 | +84.4% |