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EFFECT ·Filed Mar 17, 2026

KDK

Kodiak AI, Inc.
NEUTRAL
Impact 4/10
Horizondays Processed7mo ago SEC9999999995-26-000827
IPO/offering going effective
Actionable Insight • Neutral

Traders should monitor for imminent pricing and volume details, which could signal short-term volatility; the effectiveness suggests an offering is imminent, potentially creating a dilution overhang if it's a follow-on or new share issuance.

DirectionNeutral
Confidencemedium
Horizondays
Final — all horizons settled through T+60d
KDK ▼ -29.02% at T+60d
NEUTRAL call -29.02% · α vs SPY -38.88% · entry $8.65 → $6.14
Entry = T+0 close
Mar 17, 2026
via day close
T+1d
-3.81%
call -3.81% · α -2.42%
$8.32
settled 7mo ago
T+5d
-15.26%
call -15.26% · α -12.61%
$7.33
settled 7mo ago
T+20d
+3.24%
call +3.24% · α -1.06%
$8.93
settled 7mo ago
T+60d
-29.02%
call -29.02% · α -38.88%
$6.14
settled 5mo ago

Price Chart

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Executive Summary

Kodiak AI, Inc. has announced the effectiveness of its registration statement, indicating that a securities offering can now proceed. The filing is an EFFECT notice, which typically precedes an IPO or follow-on offering, but no financial details about the offering size, pricing, or type are disclosed in the available documents.

Key Facts

  • The SEC has declared effective a registration statement for Kodiak AI, Inc. (formerly Kodiak Al, Inc. and Ares Acquisition Corp II).
  • Effectiveness date was March 16, 2026, allowing the company to begin selling registered securities.
  • No details on offering size, price, or structure are available in the filing documents.
  • The company is incorporated in Delaware and based in Mountain View, CA, operating in the computer integrated systems design sector.

Financial Impact

Not specified

dilutionequity_value

Risk Factors

  • Potential for share dilution if the offering involves new equity issuance.
  • Uncertainty around offering terms increases near-term volatility risk once details are released.

Market Snapshot

Exchange
Nasdaq

Investment Themes

Software & IT

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
EFFECT Filing (Primary)9999999995-26-000827
Document: 9999999995-26-000827-index.html9999999995-26-000827
Document: 9999999995-26-000827.txt9999999995-26-000827
8 reports for KDK
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for KDK — sortable, filterable
TypeNow
Oct 15, 2026
12d ago
Press Release
NEUTRAL ★ 1/10
$1.59awaiting T+20—$1.12 (−29.56%)
Sep 21, 2026
5w ago
Press Release
BULLISH ★ 6/10
$3.27 $1.20▼ −63.30%▼ −62.40%$1.12 (−65.75%)
Jul 16, 2026
14w ago
Press Release
NEUTRAL ★ 2/10
$4.27 $4.10▼ −4.10%▼ −7.72%$1.12 (−73.77%)
Jul 2, 2026
16w ago
8-K
NEUTRAL ★ 2/10
$5.32 $4.22▼ −20.68%▼ −20.26%$1.12 (−78.95%)
Apr 20, 2026
27w ago
Press Release
NEUTRAL ★ 1/10
$9.79 $8.37▼ −14.50%▼ −19.42%$1.12 (−88.56%)
Mar 24, 2026
31w ago
Press Release
BULLISH ★ 7/10
$7.55 $8.88▲ +17.62%▲ +9.75%$1.12 (−85.17%)
Mar 17, 2026
32w ago
EFFECT
NEUTRAL ★ 4/10
$8.65 $8.93▲ +3.24%▼ −1.06%$1.12 (−87.05%)
Mar 10, 2026
33w ago
Press Release
MIXED ★ 6/10
$8.98 $7.79▼ −13.25%▼ −13.77%$1.12 (−87.53%)
Showing 8 of 8

US Market Status

Market Closed — Opens Wed (< 1m)

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Report published Mar 17, 2026