View ValuationKodiak AI 将来の成長Future 基準チェック /26Kodiak AIは、25.3%と57.7%でそれぞれ年率25.3%で利益と収益が成長すると予測される一方、EPSはgrowで66.2%年率。主要情報25.3%収益成長率66.21%EPS成長率Auto Components 収益成長31.4%収益成長率57.7%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日13 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesBoard Change • 1hHigh 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.業績と収益の成長予測NasdaqGM:KDK - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2028157-196-219-134412/31/202741-167-209-118512/31/202610-94-154-11053/31/20264-431-133-107N/A12/31/20254-586-116-94N/A9/30/202516-526-99-85N/A6/30/202516-275-75-67N/A3/31/202516-180-64-58N/A12/31/202415-69-54-51N/A12/31/202317-57-47-44N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: KDK今後 3 年間、利益が出ない状態が続くと予測されています。収益対市場: KDK今後 3 年間、利益が出ない状態が続くと予測されています。高成長収益: KDK今後 3 年間、利益が出ない状態が続くと予測されています。収益対市場: KDKの収益 ( 57.7% ) US市場 ( 11.6% ) よりも速いペースで成長すると予測されています。高い収益成長: KDKの収益 ( 57.7% ) 20%よりも速いペースで成長すると予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: KDKの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YAutomobiles 業界の高成長企業。View Past Performance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 • 1hHigh 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.
