KDK Stock Forecast & Price Target

Kodiak AI Inc is projected to experience significant improvements in gross margins, anticipated to rise from minimal levels to 42% by 2026 and surpassing 55% by 2027, demonstrating a path toward enhanced profitability. The company is also expected to achieve operational efficiency as operating expenses reach about $35 to $40 million per quarter, with growth slowing relative to projected volume deployments in the latter half of 2026. Additionally, the forecasted acceleration in revenue and customer growth indicates multiple catalysts for upward momentum in the company’s financial standing in the near future.

Kodiak AI Inc faces a challenging financial outlook primarily due to expected reductions in average revenue per vehicle, driven by the transition to a per-mile license fee model as the company expands into the on-road market. Additionally, ongoing disruptions in the supply chain pose significant risks to the company’s financial projections, potentially impacting production costs and availability. Further compounding these issues, the need for additional cash to support growth raises concerns about the company's ability to secure funding under favorable terms.