Kodiak AI, Inc.

NasdaqGM:KDK Stock Report

Market Cap: US$978.1m

Kodiak AI Management

Management criteria checks 1/4

Kodiak AI's CEO is Don Burnette, appointed in Apr 2018, has a tenure of 8.25 years. total yearly compensation is $7.70M, comprised of 4.9% salary and 95.1% bonuses, including company stock and options. directly owns 14.85% of the company’s shares, worth $145.24M. The average tenure of the management team and the board of directors is 3.7 years and 1.2 years respectively.

Key information

Don Burnette

Chief executive officer

US$7.7m

Total compensation

CEO salary percentage4.87%
CEO tenure8.3yrs
CEO ownership14.8%
Management average tenure3.7yrs
Board average tenure1.2yrs

Recent management updates

Recent updates

Narrative Update • Jun 26

KDK: New Freight Contracts And Financing Will Drive Future Upside

Analysts have adjusted their 12 month price target for Kodiak AI from approximately $15.90 to about $12.33, citing updated views on fair value, discount rate, revenue growth, profit margins, and future P/E assumptions. What’s in the News for Kodiak AI Kodiak AI closed a private placement transaction on May 8, 2026, following previously announced financing plans.
New Narrative • Jun 04

Kodiak AI: The Tech Already Works — The Race Is Against Cash Burn

Catalyst Kodiak AI has done what most autonomous vehicle companies are still promising: it is running fully driverless, commercially-paid trucks with no safety driver in the Permian Basin today, for Atlas Energy Solutions. That is not a pilot — Atlas has placed an initial order for 100 trucks, with 8 currently operating up to 24/7.
Seeking Alpha • May 12

Kodiak AI: Major Delay And Dilution

Summary 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
Narrative Update • Oct 14

Kodiak 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.

CEO Compensation Analysis

How has Don Burnette's remuneration changed compared to Kodiak AI's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

-US$436m

Dec 31 2025US$8mUS$375k

-US$586m

Sep 30 2025n/an/a

-US$526m

Jun 30 2025n/an/a

-US$275m

Mar 31 2025n/an/a

-US$180m

Dec 31 2024US$390kUS$325k

-US$69m

Compensation vs Market: Don's total compensation ($USD7.70M) is above average for companies of similar size in the US market ($USD3.54M).

Compensation vs Earnings: Don's compensation has increased whilst the company is unprofitable.

CEO

Don Burnette (39 yo)

8.3yrs
Tenure
US$7,704,580
Compensation

Mr. Don Burnette is the Founder, Chief Executive Officer and Director of Kodiak AI, Inc. since April 2018. Mr. Burnette is one of the autonomous vehicle industry’s pioneers, with more than a decade of expe...

Leadership Team

NamePositionTenureCompensationOwnership
Don Burnette
Founder8.3yrsUS$7.70m14.85%
$ 145.2m
Surajit Datta
Chief Financial Officerless than a yearUS$13.92mno data
Michael Wiesinger
Chief Operating Officer1.3yrsUS$3.55m0.097%
$ 950.9k
Andreas Wendel
Chief Technology Officer4.4yrsUS$799.96k2.34%
$ 22.9m
Jordan Coleman
Chief Legal & Policy Officer and Corporate Secretary3.3yrsno datano data
Tyler Rosengren
Vice President of Marketingno datano datano data
Zsuzsanna Major
Chief People Officer7.8yrsno data0.0054%
$ 53.2k
Brett Fabbri
Head of Law Enforcement Policy & Roadway Safety4.5yrsno datano data
Gerhard Eschelbeck
Chief Information Security Officer3.7yrsno datano data
Lauren Harper
Chief of Staffno datano datano data
Chet Gryczan
Managing Director of Defenseless than a yearno datano data
3.7yrs
Average Tenure
43yo
Average Age

Experienced Management: KDK's management team is considered experienced (3.7 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Don Burnette
Founder8.3yrsUS$7.70m14.85%
$ 145.2m
Kenneth A. Goldman
Independent Director1.2yrsUS$1.22m0%
$ 0
Chad Dittberner
Member of Advisory Councilno datano datano data
James D. Reed
Chairman3.2yrsUS$26.85k0%
$ 0
Allyson Satin
Independent Directorless than a yearno data0.032%
$ 315.1k
Kristin Sverchek
Independent Director1.2yrsUS$1.22m0%
$ 0
Shannon Newton
Member of Advisory Councilno datano datano data
Mohamed ElShenawy
Independent Director1yrUS$1.22mno data
Anne Ferro
Member of Advisory Councilno datano datano data
Brett Suma
Member of Advisory Councilno datano datano data
Scott Tobin
Independent Director4.8yrsUS$22.82k0%
$ 0
William Kruger
Member of Advisory Councilno datano datano data
1.2yrs
Average Tenure
51yo
Average Age

Experienced Board: KDK's board of directors are not considered experienced ( 1.2 years average tenure), which suggests a new board.

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/06 07:30
End of Day Share Price 2026/07/02 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Kodiak AI, Inc. is covered by 6 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Andres Sheppard-SlingerCantor Fitzgerald & Co.
James McIlreeChardan Capital Markets, LLC
Michael WardCitigroup Inc