
KDK Stock Forecast & Price Target
KDK Analyst Ratings
Bulls say
Kodiak AI Inc. is projected to see its gross margin significantly improve, rising from minimal levels to an anticipated 42% in 2026 and exceeding 55% in 2027, suggesting a strong potential for profitability as the company scales its operations. Operating expenses are expected to rise to approximately $35 to $40 million per quarter, but this growth is anticipated to plateau and outpace revenue deployment forecasts in the latter half of 2026, indicating effective cost management as revenues increase. Additionally, expectations for revenue and customer acceleration are poised to create multiple catalysts for stock movement, supported by advancements in R&D that are aimed at lowering build costs and benefiting from overall industry price reductions.
Bears say
The analysis indicates a substantial decline in expected average revenue per vehicle due to the company's transition towards a per-mile licensing model, which could adversely impact financial metrics. Additionally, ongoing supply chain disruptions may hinder growth projections, further complicating operational efficiency. Furthermore, the anticipated need for additional capital to support expansion raises concerns, particularly given the risks associated with raising funds under favorable conditions.
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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