Kodiak AI Q2 EPS Forecast Boosted by Northland Securities

Kodiak AI, Inc. (NASDAQ:KDK) – Equities researchers at Northland Securities lifted their Q2 2026 earnings estimates for Kodiak AI in a research note issued to investors on Friday, May 8th. Northland Securities analyst M. Latimore now anticipates that the company will earn ($0.17) per share for the quarter, up from their previous forecast of ($0.18). The consensus estimate for Kodiak AI’s current full-year earnings is ($0.77) per share. Northland Securities also issued estimates for Kodiak AI’s Q4 2026 earnings at ($0.15) EPS, FY2026 earnings at ($0.68) EPS, Q1 2027 earnings at ($0.15) EPS, Q2 2027 earnings at ($0.15) EPS, Q4 2027 earnings at ($0.15) EPS, FY2027 earnings at ($0.61) EPS and FY2028 earnings at ($0.61) EPS.

KDK has been the subject of several other research reports. Chardan Capital lowered their price target on shares of Kodiak AI from $22.00 to $15.00 and set a “buy” rating for the company in a research report on Friday, May 8th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Kodiak AI in a research note on Friday, March 27th. TD Cowen dropped their target price on shares of Kodiak AI from $14.00 to $13.00 and set a “buy” rating for the company in a research report on Thursday, March 12th. Finally, Wall Street Zen raised Kodiak AI from a “strong sell” rating to a “sell” rating in a research note on Saturday. One analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $13.10.

Kodiak AI Trading Up 5.9%

Kodiak AI stock opened at $7.93 on Wednesday. The company has a market cap of $1.45 billion, a PE ratio of -12.02 and a beta of 0.40. Kodiak AI has a 1 year low of $5.43 and a 1 year high of $11.62. The company’s 50-day moving average is $8.24 and its two-hundred day moving average is $8.43.

Institutional Trading of Kodiak AI

A number of institutional investors have recently made changes to their positions in KDK. ARK Investment Management LLC boosted its holdings in Kodiak AI by 190.3% during the fourth quarter. ARK Investment Management LLC now owns 2,669,456 shares of the company’s stock worth $29,150,000 after purchasing an additional 1,749,863 shares during the last quarter. Rokos Capital Management US LP acquired a new stake in Kodiak AI in the 3rd quarter valued at $14,185,000. Amova Asset Management Americas Inc. lifted its position in Kodiak AI by 112.5% during the 1st quarter. Amova Asset Management Americas Inc. now owns 1,677,951 shares of the company’s stock worth $11,628,000 after buying an additional 888,480 shares in the last quarter. Sumitomo Mitsui Trust Group Inc. boosted its stake in shares of Kodiak AI by 112.5% during the 1st quarter. Sumitomo Mitsui Trust Group Inc. now owns 1,677,951 shares of the company’s stock worth $11,645,000 after buying an additional 888,480 shares during the last quarter. Finally, Geode Capital Management LLC boosted its stake in shares of Kodiak AI by 725.0% during the 4th quarter. Geode Capital Management LLC now owns 1,213,179 shares of the company’s stock worth $13,254,000 after buying an additional 1,066,128 shares during the last quarter. Institutional investors own 72.95% of the company’s stock.

Kodiak AI Company Profile

We are a blank check company incorporated as a Cayman Islands exempted company for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses, which we refer to as our initial business combination. Our only activities since inception have been organizational activities and those necessary to prepare for this offering. We have not selected any business combination target and we have not, nor has anyone on our behalf, initiated any substantive discussions, directly or indirectly, with any business combination target.