Kodiak Robotics
KOD · NYSE · Healthcare
$31.52
$0.88 (-2.78%) today
Market Cap
$1.98B
24h Volume
$33.2M
P/E Ratio
0.0
52w High
$46.44
52w Low
$11.60
Est. AI Revenue
100%
7-Day Sparkline (Static)
Company facts
Performance
About Kodiak Robotics
Kodiak Robotics builds self-driving technology for trucks. It makes money licensing its autonomous driving system to freight fleets and defense customers rather than operating trucks itself.
The Kodiak Driver is its core AI system, handling long-haul highway driving. It powers an autonomous freight offering for commercial fleets, unmanned vehicle programs for military customers, and a fleet autonomy platform for managing driverless operations at scale.
Founded in 2018 and headquartered in Mountain View, California, Kodiak trades on the NYSE and employs about 130 people.
Kodiak Robotics in the AI buildout
Kodiak sits squarely in the Autonomous Vehicles and Defense & Aerospace AI layers of the AI buildout. The company has no business outside AI autonomy: everything it sells is the Kodiak Driver system applied to long-haul freight or unmanned defense vehicles. That makes it a pure play on self-driving commercialization, with its fortunes tied directly to whether autonomous trucking and military autonomy programs scale. Few companies are as concentrated on a single AI outcome.
KOD is tracked in Autonomous Vehicles and Defense & Aerospace AI, rated Pure Play on the AI Exposure leaderboard.
By the numbers
52-week range
KOD trades at $31.52, 57% of the way up its 52-week range of $11.60 to $46.44.
Market cap
Market capitalization is $1.98B, with an AI Exposure Score of 97 out of 100.
Next earnings
Kodiak Robotics is next expected to report earnings on November 12, 2026.
Market data as of the close on . Prices are end of day, not live.
Frequently asked questions
What does Kodiak Robotics do?
Kodiak develops autonomous driving technology for long-haul trucking and defense. It licenses its Kodiak Driver self-driving system to freight fleets and supplies autonomy for unmanned military vehicles.
How is Kodiak exposed to AI?
Almost entirely. Kodiak has no business outside AI autonomy, and everything it sells is built on the Kodiak Driver system. Supercycle rates it a Pure Play with an AI Exposure Score of 97 out of 100.
What are Kodiak's main products?
The Kodiak Driver AI system, an autonomous freight offering for trucking fleets, unmanned vehicle technology for military customers, and a fleet autonomy platform for managing driverless operations.
Is KOD a pure play AI stock?
Yes by Supercycle's rating. The company exists entirely on AI autonomy for trucking and defense, which places it in the Pure Play tier with a score of 97 out of 100.
Where is Kodiak based and who leads it?
Kodiak Robotics is headquartered in Mountain View, California, and is led by CEO Victor Perlroth. The company was founded in 2018 and employs about 130 people.
Profile written 2026-08, updated as the business changes. Editorial content, not investment advice.