Kodiak AI Share Price Today

Kodiak AI Q3FY26 Results: EPS beats estimate, revenue up 286% to $3 million

Kodiak AI reported Q3FY26 revenue of $3 million, up 286% YoY. EPS of $0.09 beat analyst consensus of $(0.24) by 137.5%. GAAP operating loss stood at $50.4 million due to R&D investments. Free cash flow was negative $38 million, outperforming guidance low end.

Kodiak AI delivers first autonomous Western Star trucks to Atlas

Kodiak AI delivered the first two driverless Western Star 49X trucks to Atlas Energy Solutions in September 2026. The delivery begins fulfillment of a 100-truck order, with completion scheduled for mid-2027. Atlas’s total driverless fleet now stands at 37 trucks, surpassing 40,000 hours of cumulative service. New Gen7 hardware offers nearly 50% more compute power and expected operational lifetimes than Gen6.

Kodiak AI Q2FY26 Results: Revenue up 91% QoQ to $3.5 million

Revenue rose 91% QoQ to $3.5 million driven by Driver-as-a-Service expansion. Driverless truck fleet expanded to 35 units, achieving over 40,000 paid hours. Free cash flow was negative $38 million, beating guidance expectations. Full-year free cash flow guidance narrowed to negative $155-$162 million.

Kodiak AI targets year-end launch of driverless Dallas-Houston freight service

Kodiak AI plans to launch unsupervised driverless service on the Dallas-Houston lane by end of 2026. Company consistently completes deliveries between Lancaster hub and Houston without human intervention. Autonomy Readiness Measure for long-haul domain stands at 93%, targeting 100% by year-end. Collaboration with PrePass integrates autonomous inspections into state roadside screening systems.

Kodiak AI partners with AMD to power seventh-gen autonomous trucks

Kodiak AI partners with AMD to use EPYC processors in seventh-gen autonomous trucks. First deployment of these CPUs in a driverless trucking hardware platform. Processors handle latency-sensitive sensor data aggregation and path planning. Higher clock speeds and lower power consumption enhance AI workload support. Fleet expansion continues in Permian Basin with plans for public highway launch.

Kodiak AI secures California DMV permit for drivered autonomous truck testing

Kodiak AI secured a drivered testing permit from the California DMV on August 13, 2026, under the new AVT program. This allows testing with a safety driver, marking the first phase of scaling coast-to-coast. CEO Don Burnette cited the regulations as a major unlock for freight innovation.