KDKKodiak AI, Inc. Common Stock
The schedule
- Thu15Oct
By mid-October, Kodiak AI is expected to update the market on progress toward scaling its Atlas autonomous truck fleet. Confirmation that pilot programs are converting into paid deployments with credible 2027 revenue visibility could lift the stock toward $6.00, while further delays, cancellations, or smaller-than-expected contracts could deepen concerns and push shares toward $6.00.
- Sat5Dec
Given Kodiak AI’s negative free cash flow and limited cash versus its growth ambitions, the market will be on watch in early December for a potential follow-on equity or convertible raise. A well-structured financing at a modest discount with supportive long-term holders could stabilize the stock around $4.3, while a steeply dilutive deal or signs of funding stress could drive shares toward $4.30.
- Fri5Feb
- Sat20Feb
Around late February, Kodiak AI is likely to provide a full-year 2026 business update and its initial framework for 2027 revenue. If management can credibly underpin the long-promised 2027 ramp with signed contracts and realistic utilization assumptions, the stock could grind up toward $3.70; if guidance is vague or materially below prior expectations, investors may further discount the story toward $3.70.
- Fri7May
- Fri6Aug
The Q1 2027 earnings release will be an early test of whether Kodiak AI is executing against its 2027 commercialization plan. Evidence of a sustained pickup in Atlas-related revenue and disciplined expense growth could lift shares toward $2.80, while another quarter of weak top-line progress and heavy cash burn could drag the stock toward $2.80.
Past
- Fri7Aug
Actual outcome: Bear
Kodiak AI reported Q2 2026 revenue of $3.5 million, up 91% sequentially, and matched EPS estimates of $0.15 while expanding its customer-owned fleet to 35 vehicles. Despite these positive operational milestones and progress toward a year-end long-haul launch, the stock drifted down to near the bear floor. The market's reaction indicates that the strong top-line growth was overshadowed by lingering concerns over the company's cash burn and the lack of a definitive funding plan.
Q2 2026 results and updated guidance will refocus investors on Kodiak AI’s cash burn and commercialization timing. A print that shows 20%+ sequential revenue growth, tighter operating losses, and a clear funding plan could push the stock toward $6.10, while any renewed delays in the Atlas program or signs of another dilutive raise could send shares down toward $6.10.
- Fri8May
Actual outcome: Bear · $6.14 at outcome
Kodiak AI reported a Q1 revenue beat, but operating losses doubled year-over-year to nearly $38 million amid heavy cash burn. The stock plummeted after the company announced a $100 million capital raise at a steep discount and disclosed a major delay in its flagship 100-truck Atlas order, pushing its anticipated revenue ramp to 2027. These setbacks in commercialization and the resulting equity dilution completely overshadowed progress in driverless operations and new partnerships, driving shares well below the bear floor.
Kodiak AI reported a Q1 revenue beat, but operating losses doubled year-over-year to nearly $38 million amid heavy cash burn. The stock plummeted after the company announced a $100 million capital raise at a steep discount and disclosed a major delay in its flagship 100-truck Atlas order, pushing its anticipated revenue ramp to 2027. These setbacks in commercialization and the resulting equity dilution completely overshadowed progress in driverless operations and new partnerships, driving shares well below the bear floor.