Lifesci Capital Cuts Earnings Estimates for Kodiak Sciences

Kodiak Sciences Inc. (NASDAQ:KOD) – Stock analysts at Lifesci Capital lowered their Q1 2026 earnings estimates for shares of Kodiak Sciences in a report issued on Wednesday, April 1st. Lifesci Capital analyst P. Dolezal now anticipates that the company will post earnings per share of ($0.73) for the quarter, down from their prior forecast of ($0.64). The consensus estimate for Kodiak Sciences’ current full-year earnings is ($3.45) per share. Lifesci Capital also issued estimates for Kodiak Sciences’ Q2 2026 earnings at ($0.74) EPS, Q3 2026 earnings at ($0.77) EPS, Q4 2026 earnings at ($0.66) EPS and FY2026 earnings at ($2.52) EPS.

KOD has been the topic of several other reports. HC Wainwright reissued a “buy” rating and issued a $58.00 target price (up from $38.00) on shares of Kodiak Sciences in a report on Friday, March 27th. Weiss Ratings reiterated a “sell (e+)” rating on shares of Kodiak Sciences in a research report on Thursday, January 22nd. Finally, UBS Group boosted their price objective on Kodiak Sciences from $50.00 to $80.00 and gave the stock a “buy” rating in a research note on Friday, March 27th. Five equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $35.43.

Kodiak Sciences Trading Down 5.1%

NASDAQ KOD opened at $40.63 on Friday. Kodiak Sciences has a 1-year low of $1.92 and a 1-year high of $45.60. The company has a 50 day moving average of $26.08 and a 200-day moving average of $22.62. The firm has a market cap of $2.51 billion, a price-to-earnings ratio of -9.41 and a beta of 2.39.

Kodiak Sciences (NASDAQ:KOD) last announced its quarterly earnings results on Tuesday, March 31st. The company reported ($1.04) earnings per share (EPS) for the quarter, missing the consensus estimate of ($1.02) by ($0.02).

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the company. EverSource Wealth Advisors LLC increased its stake in shares of Kodiak Sciences by 1,221.3% in the 4th quarter. EverSource Wealth Advisors LLC now owns 991 shares of the company’s stock valued at $28,000 after buying an additional 916 shares during the period. GF Fund Management CO. LTD. acquired a new position in shares of Kodiak Sciences during the fourth quarter valued at $29,000. Mirae Asset Global Investments Co. Ltd. acquired a new position in shares of Kodiak Sciences during the fourth quarter valued at $72,000. Strs Ohio bought a new position in Kodiak Sciences in the fourth quarter valued at about $87,000. Finally, Aster Capital Management DIFC Ltd acquired a new stake in Kodiak Sciences in the fourth quarter worth about $119,000. Institutional investors and hedge funds own 89.06% of the company’s stock.

Kodiak Sciences News Roundup

Here are the key news stories impacting Kodiak Sciences this week:

• Positive Sentiment: Company reported advancing pipeline and strong Phase III data for Zenkuda that management highlighted alongside Q4/2025 results — this progress and accelerated regulatory planning support upside expectations for KOD. Kodiak Announces Q4 and FY2025 Results
• Positive Sentiment: HC Wainwright reiterated a Buy rating and a $58 price target even as it trimmed forecasts — that continued analyst endorsement can provide investor support and a clear upside reference point.
• Neutral Sentiment: Q4 results showed a wider-than-expected loss, but commentary focused investor attention on pipeline milestones rather than only near-term P&L metrics. Zacks: Q4 Loss Wider Than Expected
• Negative Sentiment: Multiple analysts (Lifesci Capital and HC Wainwright) cut near-term EPS estimates across Q1–Q4 2026 and lowered FY2026–FY2029/2030 forecasts — these downward revisions increase short-term earnings uncertainty and can pressure the stock. (Market commentary and analyst notes issued April 1)
• Negative Sentiment: Some cuts are large and extend into multi-year forecasts (HC Wainwright cut FY2026–FY2029/2030 estimates; Lifesci trimmed FY2026), signaling analysts see a longer recovery path to profitability — this raises risk for investors focused on near-term fundamentals.

About Kodiak Sciences

Kodiak Sciences, Inc is a clinical‐stage biopharmaceutical company headquartered in Palo Alto, California, that focuses on the discovery and development of novel therapies for retinal diseases. The company’s proprietary technology centers on antibody biopolymer conjugates (ABCs), which are designed to extend durability, enhance tissue penetration and improve the safety profile of existing therapeutic modalities. Kodiak’s research and development efforts target conditions such as wet age-related macular degeneration (wet AMD), diabetic macular edema (DME) and other serious ophthalmic disorders.

The lead product candidate in Kodiak’s pipeline is KSI-301, an anti-VEGF antibody biopolymer conjugate administered via intravitreal injection.