
KDK Stock Forecast & Price Target
KDK Analyst Ratings
Bulls say
Kodiak AI Inc is projected to experience significant improvements in gross margins, expected to rise from minimal levels to 42% in 2026 and over 55% in 2027, driven by scale and reduced bill of materials (BOM) costs. Operating expenses are forecasted to increase to approximately $35 to $40 million per quarter, but are anticipated to plateau and grow at a slower rate than revenue volume deployment, indicating strong operational efficiency as revenue accelerates. Additionally, the company's focus on lowering build costs through ongoing R&D initiatives is expected to further enhance profitability, contributing to an optimistic outlook on revenue and customer growth in the upcoming quarters.
Bears say
Kodiak AI Inc. faces a challenging outlook due to expected declines in average revenue per vehicle as customers increasingly choose per-mile licensing fees amid an evolving on-road market. The company may also experience negative impacts from supply chain disruptions, which could further hinder financial projections. Additionally, the need for additional capital to support growth, coupled with potential difficulties in raising funds on favorable terms, adds significant risk to Kodiak AI'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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