Fintel reports that on September 11, 2026, Morgan Stanley initiated coverage of Kodiak AI (NASDAQGM:KDK) with a Equal-Weight recommendation.

Prior to this rating action, the stock closed at $3.80 on September 10, 2026. This latest close of $3.80 represents a price change of +3.26% over the preceding week, relative to a baseline close of $3.68 on September 3, 2026. Over a longer one-month timeframe, the stock experienced a price change of -13.44% from a baseline close of $4.39 on August 10, 2026.

Separately from Morgan Stanley's specific rating, aggregate consensus data shows a current consensus target mean of $11.29 and a median of $12.24 as of August 28, 2026. This mean target represents an implied change of +197.18% from the market price. The prior consensus target mean was $12.58 as of August 4, 2026, reflecting a consensus target revision percent of -10.23%. As of the current recommendation period on September 1, 2026, the aggregate analyst sentiment consisted of 3 strong buy, 7 buy, 1 hold, 0 sell, and 0 strong sell recommendations, totaling 11 recommendations. This represents 90.9% positive recommendations and 9.1% hold recommendations. In the prior period on August 1, 2026, there were 2 strong buy, 7 buy, 1 hold, 0 sell, and 0 strong sell recommendations, totaling 10 recommendations.

Kodiak AI reported its latest earnings on August 6, 2026. The company reported an actual EPS of -0.5, compared to an estimate of -0.1828. Actual revenue reached $3,499,000,000,000.00, exceeding the estimated revenue of $2,625,161,000,000.00. Other recent analyst actions include Chardan Capital maintaining a Buy rating on September 9, 2026, and Needham initiating coverage with a Buy rating on the same day. Additionally, Oppenheimer initiated coverage with an Outperform rating on August 25, 2026.

Recent analyst actions

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This story originally appeared on Fintel.