
KDK Stock Forecast & Price Target
KDK Analyst Ratings
Bulls say
Kodiak AI Inc. is projected to achieve significant improvements in gross margins, with forecasts indicating an increase from minimal levels to 42% in 2026 and over 55% by 2027, driven by economies of scale and a reduction in Bill of Material (BOM) costs. Operating expenses are expected to rise to approximately $35 to $40 million per quarter; however, this growth is anticipated to plateau and increase at a slower pace than the expected revenue growth in the latter half of 2026 and into 2027. Additionally, there is an optimistic outlook for revenue and customer growth acceleration in upcoming quarters, which, combined with the limited share float, could lead to significant movements in share value.
Bears say
The financial outlook for Kodiak AI Inc appears unfavorable due to expected sharp declines in average revenue per vehicle as the company shifts towards a per-mile license fee model, potentially resulting from increased competition and changing customer preferences. Additionally, ongoing supply chain disruptions could hinder the company's operational efficiency and adversely affect financial projections. Lastly, the necessity for additional capital to support growth, combined with challenges in raising funds on favorable terms, further poses a significant risk to the company's financial stability.
This aggregate rating is based on analysts' research of Kodiak Robotics Inc and is not a guaranteed prediction by Public.com or investment advice.
KDK Analyst Forecast & Price Prediction
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