Kodiak AI misses Q3 2026 revenue target

Kodiak AI reported $1.8M revenue in Q1 2026, up from $1.4M in Q1 2025, but its losses doubled. Scaling revenue while controlling costs is critical for sustainability. Given the company's burn rate and competitive market, missing revenue targets in Q3 2026 is likely if growth does not outpace losses.

Implied probability (Yes)

65%