Kodiak AI Inc (KDK) Stock: Can It Go Up 90% From Current Level?

Kodiak AI Inc (NASDAQ:KDK) is one of the best stocks to buy in 2026 according to billionaire George Soros. This autonomous vehicle stock is up around 10% over the past month, and the Street’s projections show the stock could surge 90% more.

Kodiak AI Inc (KDK) Stock: Can It Go Up 90% From Current Level?

According to Cantor Fitzgerald, Kodiak AI Inc (NASDAQ:KDK) is well-positioned to benefit from the growing adoption of driverless trucks. On April 22, the firm reiterated its Overweight rating and $13 price target on Kodiak stock.

The firm noted that favorable regulations are fueling the deployment of autonomous vehicles, saying that more than 21 states now allow driverless vehicles. Cantor Fitzgerald pointed out that driverless trucks offer many benefits, including lower costs, enhanced road safety, and improved truck utilization. The firm also noted that self-driving trucks are a solution to the truck driver shortage.

The global autonomous truck market size was worth $46.8 billion in 2025, according to Grand View Research. The market is expanding at a rate of around 15% annually and is on track to reach $139.5 billion by 2033. This growth is being fueled by factors like driver shortages, demand for cost-efficient logistics in e-commerce, and advancements in AI and sensor technologies.

At the end of 2025, there were 20 trucks with Kodiak’s driverless system in use in West Texas’s Permian Basin. Kodiak has a partnership with Atlas that would see 100 trucks equipped with its driverless technology deployed in the Permian Basin.

Founded in 2018 and based in California, Kodiak AI Inc (NASDAQ:KDK) provides AI-powered autonomous vehicle technology to the trucking industry. The company says its driverless solution helps tackle some of the toughest driving jobs to ensure safe transportation of goods.

While we acknowledge the risk and potential of KDK as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than KDK and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: Top 10 Undervalued REIT Stocks to Buy Now and 11 Best Japanese Stocks to Buy Right Now.

Disclosure: None. Follow Insider Monkey on Google News.