Kodiak AI: Building The AI Truck Driver Of The Future Or SPAC Illusion?

Kodiak AI, Inc. is rated a Buy, offering early-stage exposure to autonomous trucking with a $1B market cap and asset-light, scalable DaaS model. Kodiak is the leading force in the commercialization of autonomous freight, strategically pursuing the $4 trillion trucking TAM while expanding its footprint into industrial and defense sectors. While recent Q3 adjusted financial results were roughly inline, the company demonstrated strong momentum, doubling its customer-owned driverless trucks and tripling paid autonomous hours quarter-over-quarter.

Seeking Alpha • Dec 9, 2025

Kodiak Copper Corp. (KDK:CA) Discusses Maiden Mineral Resource Estimate and Development Outlook for MPD Project Transcript

Kodiak Copper Corp. (KDK:CA) Discusses Maiden Mineral Resource Estimate and Development Outlook for MPD Project Transcript

Seeking Alpha • Dec 9, 2025

Kodiak AI, Inc. (KDK) Q3 2025 Earnings Call Transcript

Kodiak AI, Inc. ( KDK ) Q3 2025 Earnings Call November 12, 2025 5:00 PM EST Company Participants Lauren Harper Don Burnette - Founder, CEO & Director Surajit Datta - Chief Financial Officer Conference Call Participants Michael Ward - Citigroup Inc., Research Division Andres Sheppard-Slinger - Cantor Fitzgerald & Co., Research Division James McIlree - Chardan Capital Markets, LLC, Research Division Mike Latimore - Northland Capital Markets, Research Division Nancy Hipp - Morgan Stanley, Research Division Itay Michaeli - TD Cowen, Research Division Presentation Operator Thank you for standing by, and welcome to Kodiak's Third Quarter 2025 Earnings Conference Call. [Operator Instructions].

Seeking Alpha • Nov 17, 2025

Kodiak AI Stock Falls on First Earnings Report. Driverless Trucks Are Burning Cash.

Kodiak AI reported third quarter results that were roughly in-line with Wall Street estimates.

Barrons • Nov 13, 2025

Kodiak AI Announces Third Quarter 2025 Results

The Kodiak Driver is now deployed in 10 fully driverless trucks, representing a 100% increase over Q2 Kodiak Driver-powered trucks accumulated a total of over 5,200 Cumulative Hours of Paid Driverless Operations through Q3, representing a 166% increase from the end of Q2 Kodiak successfully closed its business combination with Ares Acquisition Corporation II and began trading on Nasdaq under the ticker symbol “KDK” in September 2025 MOUNTAIN VIEW, Calif., Nov. 12, 2025 (GLOBE NEWSWIRE) -- Kodiak AI, Inc. (“Kodiak” or the “Company”) (Nasdaq: KDK), a leading provider of artificial intelligence (“AI”)-powered autonomous vehicle technology, today announced results for the third quarter, which ended September 30, 2025.

GlobeNewsWire • Nov 12, 2025

Kodiak AI and ZF Partner on Steering for 100 Kodiak-Powered Driverless Trucks

Kodiak AI expands partnership with ZF to purchase 100 redundant steering systems for Kodiak Driver-equipped driverless trucks. ZF's advanced steering technologies, including the redundant ReAX adaptive electronic steering assist system and next-generation Electric Power Steering, play a role in enabling scalable autonomous trucking solutions.

GlobeNewsWire • Nov 4, 2025

Kodiak to Report Third Quarter 2025 Results on November 12, 2025

MOUNTAIN VIEW, Calif., Oct. 22, 2025 (GLOBE NEWSWIRE) -- Kodiak AI, Inc. (Nasdaq: KDK), a leading provider of AI-powered autonomous vehicle technology, today announced that it will release its third quarter 2025 results after the market closes on Wednesday, November 12, 2025.

GlobeNewsWire • Oct 22, 2025

Kodiak's Self-Driving Trucks Achieve Top Score in Nauto Driver Safety Evaluation

Kodiak's autonomous technology ties for the highest safety score among 1,000+ commercial fleets in Nauto's network SUNNYVALE, Calif. and MOUNTAIN VIEW, Calif.

PRNewsWire • Oct 16, 2025

Stock Market Today: Nasdaq, Dow Futures Gain On 3rd Day Of Shutdown—Rumble, Riggeti, Kodiak In Focus

U.S. stock futures advanced on Friday following Thursday's record advances. Futures of major benchmark indices were higher.

Benzinga • Oct 3, 2025

Kodiak AI Not Worth Investing At This Time

Kodiak AI began trading on Nasdaq after completing a $2.5 billion SPAC merger with Ares Acquisition Corp. II. Significant shareholder redemptions ahead of the merger left only $62.9 million in the trust account, down from $562 million. Despite reduced SPAC proceeds, KDK secured over $200 million in additional funding commitments from institutional investors.

Seeking Alpha • Sep 26, 2025