Kodiak AI

KDK

Market cap $1.25B

MOUNTAIN VIEW, Calif., May 18, 2026 (GLOBE NEWSWIRE) -- Kodiak AI, Inc. (“Kodiak”), a leading provider of Physical AI-powered autonomous vehicle technology, issued a statement on the House of Representatives Transportation and Infrastructure Committee's five-year surface transportation reauthorization bill: the  BUILD America 250 Act.

Autonomous long-haul trucking is poised for significant deployment, offering substantial investment opportunities for those who understand the technology and market and are committed to the long term. Technology viability is proven, with Aurora logging 12 million autonomous miles and Kodiak deploying 28 customer-owned trucks as of Q1 2026. Autonomous trucking offers compelling cost advantages, projecting 2030 per-mile costs at $2.06 versus $3.21 for human-driven, primarily from labor cost elimination.

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.

Kodiak AI NASDAQ: KDK executives used the company's first-quarter fiscal 2026 earnings call to highlight a $100 million capital raise, progress scaling paid driverless operations, and new partnerships spanning long-haul trucking, industrial applications, and defense.

Kodiak AI's stock tumbled 37% in after-hours trading Thursday after the self-driving truck startup disclosed it had raised $100 million by selling shares at a steep discount — a sign that investors were willing to back the company but not at its current market price.

Kodiak Driver will haul timber from forest sites in Alberta, Canada later this year Kodiak Driver will haul timber from forest sites in Alberta, Canada later this year

Kodiak and Roehl Transport launch autonomous freight service four times per week between Dallas and Houston Kodiak and Roehl Transport launch autonomous freight service four times per week between Dallas and Houston

The companies are integrating Kodiak's AI-powered virtual driver into ruggedized platforms to create autonomous military vehicles at scale

Kodiak Driver deployed in eight additional fully-driverless trucks, for a total of 28 Customer-Owned Driverless Vehicles at the end of Q1 Kodiak Driver-powered trucks accumulated more than 23,500 hours of Cumulative Hours of Paid Driverless Operations, representing a 120% increase over the end of Q4 2025 MOUNTAIN VIEW, Calif., May 07, 2026 (GLOBE NEWSWIRE) -- Kodiak AI, Inc. (Nasdaq: KDK), a leading provider of Physical AI-powered autonomous vehicle technology, today announced results for the first quarter of the year, which ended March 31, 2026.

Companies have integrated sensors into Kodiak's SensorPods and are validating components for production-grade autonomous platform Kodiak SensorPods featuring Bosch sensors will be on display at the Bosch ACT Expo 2026 booth in Las Vegas LAS VEGAS and MOUNTAIN VIEW, Calif., April 30, 2026 (GLOBE NEWSWIRE) -- Kodiak AI, Inc. ("Kodiak”) (Nasdaq: KDK), a leading provider of Physical AI-powered autonomous vehicle technology, today announced that Bosch, a global leader in technology and services, has begun delivering critical hardware components to Kodiak as part of the companies' autonomous driving technology strategic collaboration.