Kodiak AI: Competition And Dilution Risk Undermine The Bull Case [Seeking Alpha]
Kodiak AI, Inc. (KDK)
Company Research
Source: Seeking Alpha
KDK's business is ramping via its relationship with Atlas Energy Services, but full commercial long-haul operations are not expected until late 2026 and more material revenue in 2027. KDK stock appears undervalued relative to Aurora Innovation, but upside hinges on proving driverless viability on public roads. Uncertainty regarding competition and future market structure also cloud the company's outlook. Scharfsinn86/iStock via Getty Images Kodiak AI, Inc. ( KDK ) is a developer of autonomous driving technology for trucks that is differentiated by its decision to focus on off-road applications. While it is difficult to compare most self-driving technology companies based This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensatio
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KDK
News
- Can autonomous trucks really make highways safer? [FOX News]FOX News
- Autonomous Vehicle Development Platform Global Research Report 2026: $159.5 Bn Market Trends, Competitive Landscape, Strategies, and Opportunities, 2020-2025, 2025-2030F, 2035F [Yahoo! Finance]Yahoo! Finance
- Former, current USA Truck execs acquire TL carrier from DSV [Yahoo! Finance]Yahoo! Finance
- Assessing Kodiak AI (KDK) Valuation After A Volatile Stretch In Recent Share Price Performance [Yahoo! Finance]Yahoo! Finance
- Kodiak AI CEO on Driverless Truck Partnership With Bosch [Yahoo! Finance]Yahoo! Finance
KDK
Sec Filings
- 1/5/26 - Form D
- 1/2/26 - Form 4
- 1/2/26 - Form 424B3
- KDK's page on the SEC website