Kodiak AI（KDK）株式概要コディアックAI社は、自律走行車技術と関連サービスの開発に従事している。 詳細KDK ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長2/6過去の実績0/6財務の健全性2/6配当金0/6報酬当社が推定した公正価値より76%で取引されている 収益は年間57.74%増加すると予測されています アナリストらは、株価が58.2%上昇するだろうとほぼ一致している。 リスク分析過去1年間で株主の希薄化は大幅に進んだ マイナスの株主資本 現在は利益が出ておらず、今後3年間で利益が出る見込みはない 意味のある収益がありません ( $4M )+1 さらなるリスクすべてのリスクチェックを見るKDK Community Fair Values Create NarrativeSee what 126 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN50.7% undervaluedAnalystConsensusTarget•4mo agoAutonomous Trucking And Defense Demand Will Support A Stronger Long Term Outlook7306AN39.7% undervaluedAnalystLowTarget•5mo agoAutonomous Trucking Headwinds And Defense Uncertainty Will Challenge But Ultimately Support Long-Term Upside2401AN64.4% undervaluedAnalystHighTarget•5mo agoAutonomous Trucking And Defense Logistics Will Drive Massive Long Term Upside Potential4710Top Community NarrativesKodiak AIDAdavidlsanderCommunity ContributorKodiak AI - a potential 100 bagger opportunity?Kodiak AI aims to sell self-driving capability to trucking fleets as a service, letting customers own the trucks while Kodiak provides the driving system and support. Big-name investors are buying in, but the company still faces a race to scale real-world driverless operations before it needs more funding—and shareholders could get watered down if it succeeds.View narrativeUS$14FV44.0% 割安 内在価値ディスカウント0%Revenue growth p.a.Set Fair ValueView10.6kusers have viewed this narrative11users have liked this narrative22users have commented on this narrative116users have followed this narrative7 months ago author updated this narrativeTop Community NarrativesKodiak AIDAdavidlsanderCommunity ContributorKodiak AI - a potential 100 bagger opportunity?Kodiak AI aims to sell self-driving capability to trucking fleets as a service, letting customers own the trucks while Kodiak provides the driving system and support. Big-name investors are buying in, but the company still faces a race to scale real-world driverless operations before it needs more funding—and shareholders could get watered down if it succeeds.View narrativeUS$14FV44.0% 割安 内在価値ディスカウント0%Revenue growth p.a.Set Fair ValueView10.6kusers have viewed this narrative11users have liked this narrative22users have commented on this narrative116users have followed this narrative7 months ago author updated this narrativeTop Analyst NarrativesAN50.7% undervaluedAnalystConsensusTarget•4mo agoAutonomous Trucking And Defense Demand Will Support A Stronger Long Term Outlook7306AN39.7% undervaluedAnalystLowTarget•5mo agoAutonomous Trucking Headwinds And Defense Uncertainty Will Challenge But Ultimately Support Long-Term Upside2401AN64.4% undervaluedAnalystHighTarget•5mo agoAutonomous Trucking And Defense Logistics Will Drive Massive Long Term Upside Potential4710View all narrativesKodiak AI, Inc. 競合他社DauchSymbol: NYSE:DCHMarket cap: US$1.3bAdientSymbol: NYSE:ADNTMarket cap: US$1.5bXPELSymbol: NasdaqCM:XPELMarket cap: US$1.2bWeRideSymbol: NasdaqGM:WRDMarket cap: US$2.2b価格と性能株価の高値、安値、推移の概要Kodiak AI過去の株価現在の株価US$7.8452週高値US$11.6252週安値US$5.43ベータ0.401ヶ月の変化-20.81%3ヶ月変化-10.81%1年変化-30.43%3年間の変化n/a5年間の変化n/aIPOからの変化-22.53%最新ニュースBoard Change • 3hHigh number of new directorsIndependent Director Allyson Satin was the last director to join the board, commencing their role in 2025.Seeking Alpha • May 12Kodiak AI: Major Delay And DilutionSummary Kodiak AI faces a significant delay in its flagship 100-truck Atlas order, pushing the anticipated revenue growth ramp to 2027. Q1 revenue of $1.83 million beat estimates, but operating losses doubled year over year to nearly $38 million amid heavy cash burn. Equity dilution accelerated with a 15.38 million share sale at $6.50, lowering warrant and convertible exercise prices and expanding potential future share count. Read the full article on Seeking Alphaお知らせ • May 09+ 1 more updateKodiak AI, Inc. announced that it has received $99.999959 million in fundingOn May 8, 2026. Kodiak AI, Inc. announced that it has closed the transaction.ライブニュース • May 09Kodiak AI Raises US$100 Million and Expands Driverless Trucking With New Commercial and Defense PartnershipsKodiak AI raised US$100 million through a PIPE financing to support liquidity and expansion through 2027. The company reported Q1 2026 revenue of US$1.8 million, with eight more fully driverless trucks deployed, taking its customer-owned fleet to 28 vehicles. Kodiak expanded its footprint with new commercial and defense partnerships, including General Dynamics Land Systems, Roehl Transport, West Fraser in Canada, and a 100-truck deployment with Atlas in Texas. Kodiak is clearly leaning into a multi-segment approach, including long-haul freight, industrial use cases such as logging and oilfield operations, and defense applications. The General Dynamics partnership, centered on the Leonidas Autonomous Ground Vehicle, points to potential use in logistics, intelligence, surveillance, reconnaissance, maneuver and counter-drone roles, which could diversify revenue sources beyond commercial trucking. At the same time, pilots with Roehl between Dallas and Houston and with West Fraser in Alberta show how the Kodiak Driver is being tested in everyday freight and specialized industries. The US$100 million PIPE gives Kodiak more financial flexibility as it scales driverless operations and supports its plan to expand into 2027. The company’s technology is already operating in over 21 states with regulations that allow autonomous trucks, and the Atlas partnership for 100 driverless trucks in the Permian Basin targets cost savings, road safety and driver shortage issues for customers. Investors may also note external sentiment, as Cantor Fitzgerald has reiterated an Overweight rating and a US$13 price target, reflecting analyst confidence in Kodiak’s position within autonomous trucking.お知らせ • Apr 27Kodiak AI, Inc., Annual General Meeting, Jun 11, 2026Kodiak AI, Inc., Annual General Meeting, Jun 11, 2026.お知らせ • Apr 21Kodiak AI, Inc. to Report Q1, 2026 Results on May 07, 2026Kodiak AI, Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026最新情報をもっと見るRecent updatesBoard Change • 3hHigh number of new directorsIndependent Director Allyson Satin was the last director to join the board, commencing their role in 2025.Seeking Alpha • May 12Kodiak AI: Major Delay And DilutionSummary Kodiak AI faces a significant delay in its flagship 100-truck Atlas order, pushing the anticipated revenue growth ramp to 2027. Q1 revenue of $1.83 million beat estimates, but operating losses doubled year over year to nearly $38 million amid heavy cash burn. Equity dilution accelerated with a 15.38 million share sale at $6.50, lowering warrant and convertible exercise prices and expanding potential future share count. Read the full article on Seeking Alphaお知らせ • May 09+ 1 more updateKodiak AI, Inc. announced that it has received $99.999959 million in fundingOn May 8, 2026. Kodiak AI, Inc. announced that it has closed the transaction.ライブニュース • May 09Kodiak AI Raises US$100 Million and Expands Driverless Trucking With New Commercial and Defense PartnershipsKodiak AI raised US$100 million through a PIPE financing to support liquidity and expansion through 2027. The company reported Q1 2026 revenue of US$1.8 million, with eight more fully driverless trucks deployed, taking its customer-owned fleet to 28 vehicles. Kodiak expanded its footprint with new commercial and defense partnerships, including General Dynamics Land Systems, Roehl Transport, West Fraser in Canada, and a 100-truck deployment with Atlas in Texas. Kodiak is clearly leaning into a multi-segment approach, including long-haul freight, industrial use cases such as logging and oilfield operations, and defense applications. The General Dynamics partnership, centered on the Leonidas Autonomous Ground Vehicle, points to potential use in logistics, intelligence, surveillance, reconnaissance, maneuver and counter-drone roles, which could diversify revenue sources beyond commercial trucking. At the same time, pilots with Roehl between Dallas and Houston and with West Fraser in Alberta show how the Kodiak Driver is being tested in everyday freight and specialized industries. The US$100 million PIPE gives Kodiak more financial flexibility as it scales driverless operations and supports its plan to expand into 2027. The company’s technology is already operating in over 21 states with regulations that allow autonomous trucks, and the Atlas partnership for 100 driverless trucks in the Permian Basin targets cost savings, road safety and driver shortage issues for customers. Investors may also note external sentiment, as Cantor Fitzgerald has reiterated an Overweight rating and a US$13 price target, reflecting analyst confidence in Kodiak’s position within autonomous trucking.お知らせ • Apr 27Kodiak AI, Inc., Annual General Meeting, Jun 11, 2026Kodiak AI, Inc., Annual General Meeting, Jun 11, 2026.お知らせ • Apr 21Kodiak AI, Inc. to Report Q1, 2026 Results on May 07, 2026Kodiak AI, Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026お知らせ • Mar 25Epirus, General Dynamics Land Systems And Kodiak AI Unveil Leonidas Autonomous Ground VehicleEpirus, General Dynamics Land Systems (GDLS) and Kodiak AI (Kodiak) unveiled Leonidas Autonomous Ground Vehicle (AGV), a mobile, fully autonomous vehicle for counter-UAS, critical point defense and homeland security missions. Leonidas AGV features Epirus’ Leonidas high-power microwave platform integrated onto a commercial-grade truck platform equipped with Kodiak’s AI-powered autonomous driving system, the Kodiak Driver. General Dynamics Land Systems served as lead system integrator. Leonidas AGV delivers a mobile counter-UAS capability that can be operated without human intervention or teleoperated to extend the counter-UAS line of defense across fixed-site and expeditionary mission sets. Designed for autonomous critical point defense counter-UAS operations, Leonidas AGV can rapidly deploy to pre-planned intercept points or maneuver across a perimeter to protect critical assets from the threat of individual, swarm or fiber-optic controlled drone attacks. Leonidas AGV is well-suited for a range of missions, including defense of military installations, forward operating bases, airports, ports, energy infrastructure and major public events. The system’s autonomous and teleoperation modes allow operators to scale coverage, reposition dynamically and maintain continuous coverage from drone threats. Leonidas AGV showcases the modularity and scalability of Epirus’ Leonidas high-power microwave platform, a tested and proven counter-UAS solution that delivers software-defined electromagnetic interference effects to precisely neutralize drone threats. Leonidas safely defeats individual drones and saturation swarm attacks without expending costly and limited interceptors, creating a resilient and low-collateral close-in defense layer for critical assets and infrastructure. The industry-leading, dual-use Kodiak Driver system enables Leonidas AGV to operate autonomously across a range of complex environments, from structured highways to unstructured off-road environments and everything in between. The system’s modular architecture ensures reliable and safe movement in areas where human operation may be inefficient or unsafe. With advanced perception and autonomous navigation, Kodiak Driver allows Leonidas AGV to maneuver dynamically and maintain uninterrupted counter-UAS coverage in contested environments. A full-scale Leonidas AGV prototype will be on display at Booth 801 at the AUSA Global Force Symposium & Exhibition in Huntsville, Alabama.お知らせ • Feb 18Kodiak AI, Inc. Appoints Chet Gryczan as Managing Director of Defense, Effective February 18, 2026Kodiak AI, Inc. on February 18, 2026 announced the appointment of Chet Gryczan as Managing Director of Defense, effective February 18, 2026. Gryczan brings more than two decades of experience building and leading defense and automotive programs. Most recently, Gryczan served as President of Detroit Defense, an engineering and systems integration firm serving the U.S. Military and some of the large American defense contractors. In this role, Gryczan scaled the business, formerly known as Ricardo Defense, from a pre-profit startup into a $157 million annual revenue enterprise. He also built and led a workforce of more than 230 employees across 30 U.S. and international sites. During his tenure, Gryczan conceived and directed multi-hundred-million-dollar defense programs. Notably, he played a key role in securing a multi-year $500 million Congressional modernization program by forging partnerships with key stakeholders, including OEMs, Tier-1 suppliers, and government leaders, to align industry capabilities with Army priorities. In his new role, Gryczan will lead Kodiak’s defense vertical, overseeing strategy, customer engagement, and program execution across defense programs. He will lead Kodiak’s continued expansion into the defense market, focusing on integrating the Kodiak Driver, the company's AI-powered autonomous driving system, into a wide range of vehicles for military use. His experience scaling defense organizations, aligning technology roadmaps with Pentagon priorities, and transitioning commercial technologies into mission-ready solutions enhances Kodiak’s work delivering autonomous capabilities for national security applications.お知らせ • Feb 11Kodiak AI, Inc. to Report Q4, 2025 Results on Mar 10, 2026Kodiak AI, Inc. announced that they will report Q4, 2025 results After-Market on Mar 10, 2026お知らせ • Jan 02Kodiak AI, Inc. announced that it has received $30 million in fundingKodiak AI, Inc. announced that it has entered into a venture loan and security agreement and has received $30 million in a round of funding on December 31, 2025. The transaction included participation from returning lender Horizon Technology Finance Corporation, a fund managed by Horizon Technology Finance Management, LLC. The company issued senior secured term loan facility in this transaction. Borrowings under the loan agreement accrue interest at a rate equal to the prime rate plus 3.50% with the prime rate having a floor of 6.50%. The term loans are repayable in monthly interest-only payments from February 1, 2026 until July 1, 2028 (the “ interest-only payment period ”). After the expiration of the interest-only payment period, beginning on august 1, 2028, the term loans will be repayable in 18 equal monthly payments of principal and accrued interest until maturity. The term loans will mature on January 1, 2030. The borrowers paid a commitment fee in the amount of $300,000 on the closing date. Upon the payment in full of the term loans, the borrowers shall pay to the lender a final payment in the amount of $1.2 million.お知らせ • Oct 22Kodiak AI, Inc. to Report Q3, 2025 Results on Nov 12, 2025Kodiak AI, Inc. announced that they will report Q3, 2025 results After-Market on Nov 12, 2025ナラティブの更新 • Oct 14Kodiak AI - a potential 100 bagger opportunity?**** NEW UPDATE **** Title: KDK (Kodiak AI) – The Hidden Catalyst: Connecting Autonomy to the US Critical Minerals Boom Body: I've been building a high-conviction thesis on Kodiak AI (KDK) that goes beyond typical long-haul freight and ties directly into the burgeoning US effort to secure its own raw material supply chain. This isn't just about moving goods; it's about making US mining economically viable.株主還元KDKUS Auto ComponentsUS 市場7D-1.9%-4.9%-1.0%1Y-30.4%5.1%23.3%株主還元を見る業界別リターン: KDK過去 1 年間で5.1 % の収益を上げたUS Auto Components業界を下回りました。リターン対市場: KDKは、過去 1 年間で23.3 % のリターンを上げたUS市場を下回りました。価格変動Is KDK's price volatile compared to industry and market?KDK volatilityKDK Average Weekly Movement11.3%Auto Components Industry Average Movement6.4%Market Average Movement7.2%10% most volatile stocks in US Market16.2%10% least volatile stocks in US Market3.2%安定した株価: KDKの株価は、 US市場と比較して過去 3 か月間で変動しています。時間の経過による変動: KDKの weekly volatility ( 11% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2018342Don Burnettekodiak.aiコディアックAI社は、自律走行車技術と関連サービスの開発に従事している。同社は、高度なAIを搭載したソフトウェアと、モジュール式で車両に依存しないハードウェアを組み合わせた仮想ドライバー「コディアック・ドライバー」を提供し、顧客対応を支援している。同社はまた、顧客のオペレーションとのスムーズな統合を提供するために設計された独自のサポートサービスとツールのスイートであるKodiak OnTimeを含む、監督と統合ツールも提供している。さらに、同社は自律走行トラックを通じて貨物を配送し、顧客にドライバー・アズ・ア・サービスを提供している。コディアックAI社はゼネラル・ダイナミクス・ランド・システムズ社と戦略的提携を結び、防衛用途の自律型地上車両（AGV）を開発している。同社は長距離トラック輸送、産業用トラック輸送、防衛産業にサービスを提供している。コディアックAI社は2018年に設立され、カリフォルニア州マウンテンビューに本社を置いている。もっと見るKodiak AI, Inc. 基礎のまとめKodiak AI の収益と売上を時価総額と比較するとどうか。KDK 基礎統計学時価総額US$1.47b収益（TTM）-US$430.85m売上高(TTM)US$4.16m346.7xP/Sレシオ-3.3xPER（株価収益率KDK は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計KDK 損益計算書（TTM）収益US$4.16m売上原価US$0売上総利益US$4.16mその他の費用US$435.01m収益-US$430.85m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）-2.34グロス・マージン100.00%純利益率-10,366.94%有利子負債／自己資本比率-184.9%KDK の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/20 23:45終値2026/05/20 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Kodiak AI, Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。5 アナリスト機関Andres Sheppard-SlingerCantor Fitzgerald & Co.James McIlreeChardan Capital Markets, LLCMichael WardCitigroup Inc2 その他のアナリストを表示
Board Change • 3hHigh number of new directorsIndependent Director Allyson Satin was the last director to join the board, commencing their role in 2025.
Seeking Alpha • May 12Kodiak AI: Major Delay And DilutionSummary Kodiak AI faces a significant delay in its flagship 100-truck Atlas order, pushing the anticipated revenue growth ramp to 2027. Q1 revenue of $1.83 million beat estimates, but operating losses doubled year over year to nearly $38 million amid heavy cash burn. Equity dilution accelerated with a 15.38 million share sale at $6.50, lowering warrant and convertible exercise prices and expanding potential future share count. Read the full article on Seeking Alpha
お知らせ • May 09+ 1 more updateKodiak AI, Inc. announced that it has received $99.999959 million in fundingOn May 8, 2026. Kodiak AI, Inc. announced that it has closed the transaction.
ライブニュース • May 09Kodiak AI Raises US$100 Million and Expands Driverless Trucking With New Commercial and Defense PartnershipsKodiak AI raised US$100 million through a PIPE financing to support liquidity and expansion through 2027. The company reported Q1 2026 revenue of US$1.8 million, with eight more fully driverless trucks deployed, taking its customer-owned fleet to 28 vehicles. Kodiak expanded its footprint with new commercial and defense partnerships, including General Dynamics Land Systems, Roehl Transport, West Fraser in Canada, and a 100-truck deployment with Atlas in Texas. Kodiak is clearly leaning into a multi-segment approach, including long-haul freight, industrial use cases such as logging and oilfield operations, and defense applications. The General Dynamics partnership, centered on the Leonidas Autonomous Ground Vehicle, points to potential use in logistics, intelligence, surveillance, reconnaissance, maneuver and counter-drone roles, which could diversify revenue sources beyond commercial trucking. At the same time, pilots with Roehl between Dallas and Houston and with West Fraser in Alberta show how the Kodiak Driver is being tested in everyday freight and specialized industries. The US$100 million PIPE gives Kodiak more financial flexibility as it scales driverless operations and supports its plan to expand into 2027. The company’s technology is already operating in over 21 states with regulations that allow autonomous trucks, and the Atlas partnership for 100 driverless trucks in the Permian Basin targets cost savings, road safety and driver shortage issues for customers. Investors may also note external sentiment, as Cantor Fitzgerald has reiterated an Overweight rating and a US$13 price target, reflecting analyst confidence in Kodiak’s position within autonomous trucking.
お知らせ • Apr 27Kodiak AI, Inc., Annual General Meeting, Jun 11, 2026Kodiak AI, Inc., Annual General Meeting, Jun 11, 2026.
お知らせ • Apr 21Kodiak AI, Inc. to Report Q1, 2026 Results on May 07, 2026Kodiak AI, Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026
Board Change • 3hHigh number of new directorsIndependent Director Allyson Satin was the last director to join the board, commencing their role in 2025.
Seeking Alpha • May 12Kodiak AI: Major Delay And DilutionSummary Kodiak AI faces a significant delay in its flagship 100-truck Atlas order, pushing the anticipated revenue growth ramp to 2027. Q1 revenue of $1.83 million beat estimates, but operating losses doubled year over year to nearly $38 million amid heavy cash burn. Equity dilution accelerated with a 15.38 million share sale at $6.50, lowering warrant and convertible exercise prices and expanding potential future share count. Read the full article on Seeking Alpha
お知らせ • May 09+ 1 more updateKodiak AI, Inc. announced that it has received $99.999959 million in fundingOn May 8, 2026. Kodiak AI, Inc. announced that it has closed the transaction.
ライブニュース • May 09Kodiak AI Raises US$100 Million and Expands Driverless Trucking With New Commercial and Defense PartnershipsKodiak AI raised US$100 million through a PIPE financing to support liquidity and expansion through 2027. The company reported Q1 2026 revenue of US$1.8 million, with eight more fully driverless trucks deployed, taking its customer-owned fleet to 28 vehicles. Kodiak expanded its footprint with new commercial and defense partnerships, including General Dynamics Land Systems, Roehl Transport, West Fraser in Canada, and a 100-truck deployment with Atlas in Texas. Kodiak is clearly leaning into a multi-segment approach, including long-haul freight, industrial use cases such as logging and oilfield operations, and defense applications. The General Dynamics partnership, centered on the Leonidas Autonomous Ground Vehicle, points to potential use in logistics, intelligence, surveillance, reconnaissance, maneuver and counter-drone roles, which could diversify revenue sources beyond commercial trucking. At the same time, pilots with Roehl between Dallas and Houston and with West Fraser in Alberta show how the Kodiak Driver is being tested in everyday freight and specialized industries. The US$100 million PIPE gives Kodiak more financial flexibility as it scales driverless operations and supports its plan to expand into 2027. The company’s technology is already operating in over 21 states with regulations that allow autonomous trucks, and the Atlas partnership for 100 driverless trucks in the Permian Basin targets cost savings, road safety and driver shortage issues for customers. Investors may also note external sentiment, as Cantor Fitzgerald has reiterated an Overweight rating and a US$13 price target, reflecting analyst confidence in Kodiak’s position within autonomous trucking.
お知らせ • Apr 27Kodiak AI, Inc., Annual General Meeting, Jun 11, 2026Kodiak AI, Inc., Annual General Meeting, Jun 11, 2026.
お知らせ • Apr 21Kodiak AI, Inc. to Report Q1, 2026 Results on May 07, 2026Kodiak AI, Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026
お知らせ • Mar 25Epirus, General Dynamics Land Systems And Kodiak AI Unveil Leonidas Autonomous Ground VehicleEpirus, General Dynamics Land Systems (GDLS) and Kodiak AI (Kodiak) unveiled Leonidas Autonomous Ground Vehicle (AGV), a mobile, fully autonomous vehicle for counter-UAS, critical point defense and homeland security missions. Leonidas AGV features Epirus’ Leonidas high-power microwave platform integrated onto a commercial-grade truck platform equipped with Kodiak’s AI-powered autonomous driving system, the Kodiak Driver. General Dynamics Land Systems served as lead system integrator. Leonidas AGV delivers a mobile counter-UAS capability that can be operated without human intervention or teleoperated to extend the counter-UAS line of defense across fixed-site and expeditionary mission sets. Designed for autonomous critical point defense counter-UAS operations, Leonidas AGV can rapidly deploy to pre-planned intercept points or maneuver across a perimeter to protect critical assets from the threat of individual, swarm or fiber-optic controlled drone attacks. Leonidas AGV is well-suited for a range of missions, including defense of military installations, forward operating bases, airports, ports, energy infrastructure and major public events. The system’s autonomous and teleoperation modes allow operators to scale coverage, reposition dynamically and maintain continuous coverage from drone threats. Leonidas AGV showcases the modularity and scalability of Epirus’ Leonidas high-power microwave platform, a tested and proven counter-UAS solution that delivers software-defined electromagnetic interference effects to precisely neutralize drone threats. Leonidas safely defeats individual drones and saturation swarm attacks without expending costly and limited interceptors, creating a resilient and low-collateral close-in defense layer for critical assets and infrastructure. The industry-leading, dual-use Kodiak Driver system enables Leonidas AGV to operate autonomously across a range of complex environments, from structured highways to unstructured off-road environments and everything in between. The system’s modular architecture ensures reliable and safe movement in areas where human operation may be inefficient or unsafe. With advanced perception and autonomous navigation, Kodiak Driver allows Leonidas AGV to maneuver dynamically and maintain uninterrupted counter-UAS coverage in contested environments. A full-scale Leonidas AGV prototype will be on display at Booth 801 at the AUSA Global Force Symposium & Exhibition in Huntsville, Alabama.
お知らせ • Feb 18Kodiak AI, Inc. Appoints Chet Gryczan as Managing Director of Defense, Effective February 18, 2026Kodiak AI, Inc. on February 18, 2026 announced the appointment of Chet Gryczan as Managing Director of Defense, effective February 18, 2026. Gryczan brings more than two decades of experience building and leading defense and automotive programs. Most recently, Gryczan served as President of Detroit Defense, an engineering and systems integration firm serving the U.S. Military and some of the large American defense contractors. In this role, Gryczan scaled the business, formerly known as Ricardo Defense, from a pre-profit startup into a $157 million annual revenue enterprise. He also built and led a workforce of more than 230 employees across 30 U.S. and international sites. During his tenure, Gryczan conceived and directed multi-hundred-million-dollar defense programs. Notably, he played a key role in securing a multi-year $500 million Congressional modernization program by forging partnerships with key stakeholders, including OEMs, Tier-1 suppliers, and government leaders, to align industry capabilities with Army priorities. In his new role, Gryczan will lead Kodiak’s defense vertical, overseeing strategy, customer engagement, and program execution across defense programs. He will lead Kodiak’s continued expansion into the defense market, focusing on integrating the Kodiak Driver, the company's AI-powered autonomous driving system, into a wide range of vehicles for military use. His experience scaling defense organizations, aligning technology roadmaps with Pentagon priorities, and transitioning commercial technologies into mission-ready solutions enhances Kodiak’s work delivering autonomous capabilities for national security applications.
お知らせ • Feb 11Kodiak AI, Inc. to Report Q4, 2025 Results on Mar 10, 2026Kodiak AI, Inc. announced that they will report Q4, 2025 results After-Market on Mar 10, 2026
お知らせ • Jan 02Kodiak AI, Inc. announced that it has received $30 million in fundingKodiak AI, Inc. announced that it has entered into a venture loan and security agreement and has received $30 million in a round of funding on December 31, 2025. The transaction included participation from returning lender Horizon Technology Finance Corporation, a fund managed by Horizon Technology Finance Management, LLC. The company issued senior secured term loan facility in this transaction. Borrowings under the loan agreement accrue interest at a rate equal to the prime rate plus 3.50% with the prime rate having a floor of 6.50%. The term loans are repayable in monthly interest-only payments from February 1, 2026 until July 1, 2028 (the “ interest-only payment period ”). After the expiration of the interest-only payment period, beginning on august 1, 2028, the term loans will be repayable in 18 equal monthly payments of principal and accrued interest until maturity. The term loans will mature on January 1, 2030. The borrowers paid a commitment fee in the amount of $300,000 on the closing date. Upon the payment in full of the term loans, the borrowers shall pay to the lender a final payment in the amount of $1.2 million.
お知らせ • Oct 22Kodiak AI, Inc. to Report Q3, 2025 Results on Nov 12, 2025Kodiak AI, Inc. announced that they will report Q3, 2025 results After-Market on Nov 12, 2025
ナラティブの更新 • Oct 14Kodiak AI - a potential 100 bagger opportunity?**** NEW UPDATE **** Title: KDK (Kodiak AI) – The Hidden Catalyst: Connecting Autonomy to the US Critical Minerals Boom Body: I've been building a high-conviction thesis on Kodiak AI (KDK) that goes beyond typical long-haul freight and ties directly into the burgeoning US effort to secure its own raw material supply chain. This isn't just about moving goods; it's about making US mining economically viable.
