Kodiak AI
KDK · NASDAQ · Technology
$3.28
$0.47 (-14.36%) today
Market Cap
$658.03M
24h Volume
$13.2M
P/E Ratio
0.0
52w High
$10.92
52w Low
$3.28
Est. AI Revenue
100%
7-Day Sparkline (Static)
Company facts
Performance
About Kodiak AI
Kodiak AI develops autonomous trucking technology for long haul freight. The company sells the Kodiak Driver, an AI virtual driver that customers install on their own trucks, and earns revenue through a driver as a service model where fleets pay for autonomous operation rather than buying trucks from Kodiak.
The Kodiak Driver combines deep learning perception, motion planning, and redundant safety systems with modular SensorPods that mount on standard trucks and can be swapped in minutes. Customers run driverless trucks hauling commercial freight in Texas and the Permian Basin, and Kodiak also adapts its autonomy system for defense applications.
Founded in 2018 and headquartered in Mountain View, California, Kodiak employs around 340 people and trades on the NASDAQ. Its stated goal is fully driverless long haul routes operated at scale for customer owned fleets.
Kodiak AI in the AI buildout
Kodiak sits in the Autonomous Vehicles layer, focused on the freight side of autonomy where economics are measured in cost per mile rather than ride fares. Its asset light model, selling the AI driver while customers own the trucks, makes it a software play on trucking rather than a fleet operator. It depends on upstream chips and sensors, and its driverless hours convert directly into demand for inference compute. Progress toward fully driverless long haul routes is the key signal to watch.
KDK is tracked in Autonomous Vehicles, rated Pure Play on the AI Exposure leaderboard.
By the numbers
52-week range
KDK trades at $3.28, 0% of the way up its 52-week range of $3.28 to $10.92.
Market cap
Market capitalization is $658.03M, with an AI Exposure Score of 94 out of 100.
Next earnings
Kodiak AI is next expected to report earnings on November 5, 2026.
Market data as of the close on . Prices are end of day, not live.
Frequently asked questions
What does Kodiak AI do?
Kodiak AI develops the Kodiak Driver, an AI virtual driver for long haul trucks. Customers upfit their own trucks with the system and pay Kodiak for autonomous operation, an approach known as driver as a service. It also serves defense customers with autonomous ground vehicle technology.
How is Kodiak AI exposed to AI?
Completely. All revenue comes from licensing and deploying its AI driver, and the business has no non-AI segment. Supercycle rates it Pure Play with an AI Exposure Score of 94 out of 100, discounted slightly for its early revenue scale.
Is KDK a pure play AI stock?
Yes. The Kodiak Driver is the company's only product, and every customer relationship monetizes autonomous driving software. That places it in Supercycle's Pure Play tier, though it remains an early stage company still scaling its commercial deployments.
What is the Kodiak Driver?
The Kodiak Driver is a full autonomy stack combining AI perception and planning software, redundant vehicle controls, and modular SensorPods, mirror mounted sensor units that can be replaced in minutes. It lets standard trucks operate without a human driver on mapped long haul routes.
Who leads Kodiak AI?
Co-founder Don Burnette serves as chief executive. He previously worked on Google's self driving car project and co-founded Otto, the autonomous trucking startup acquired by Uber, before starting Kodiak in 2018 to focus on long haul freight.
Profile written 2026-08, updated as the business changes. Editorial content, not investment advice.