KOD — Kodiak Sciences Inc

Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Kodiak Sciences Inc

Kodiak Sciences Inc., a clinical stage biopharmaceutical company, engages in the research, development, and commercialization of therapeutics to treat retinal diseases. Its lead product candidate is tarcocimab tedromer (KSI-301), an anti-vascular endothelial growth factor (VEGF) antibody biopolymer that has complete Phase 3 clinical study to treat high prevalence retinal vascular diseases; and in Phase 3 clinical study for the treatment of diabet… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$35.09
Market Cap$2.27B
Float39.3M
Shares Outstanding62.6M
vs. Analyst Target+78.6% to analyst PT
Dividend RateNone
Analyst Target Price$62.67 (6 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 N/A -$133M -$4.2M -$129M
2021 N/A -$267M -$8.7M -$258M
2022 N/A -$334M -$11.0M -$323M
2023 N/A -$260M -$25.9M -$235M
2024 N/A -$176M -$26.7M -$150M
2025 N/A -$230M N/A -$234M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 N/A -$54.3M
Sep 2025 N/A -$61.5M
Dec 2025 N/A -$56.7M
Mar 2026 N/A -$58.2M

Ownership & Float

Insider Ownership5.2%
Institutional Ownership93.9%
Short Float26.1%
% of All Funds Holding2.10%
Number of Funds Holding173

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$40.38Near-term / short-term trend
Weekly40-Week SMA$25.44Medium-term trend
Weekly80-Week SMA$15.51Cyclical trend (business cycle)
Weekly200-Week SMA$9.20Secular trend (multi-year)
Monthly10-Month SMA$26.07Near-term monthly trend
Monthly20-Month SMA$15.63Medium-term monthly trend
Monthly40-Month SMA$9.71Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$26.20 support 1.98x 1 months ago
$8.90 support 2.03x 7 months ago
$6.30 support 1.42x 8 months ago
$3.80 support 1.56x 9 months ago
$2.80 support 1.35x 12 months ago

Historical Earnings Reactions (31 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap -0.60% -0.09% 45.16% 9.51% -14.04%
1 Day 0.72% -0.04% 45.16% 23.27% -15.48%
1 Week 3.15% 0.95% 51.61% 47.53% -24.05%
2 Weeks 2.61% 6.44% 61.29% 40.19% -28.76%
1 Month 16.28% 8.20% 60.00% 207.14% -42.78%

Next earnings: July 26, 2026 (59 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan-7.7%37.5%8
Feb-9.4%50.0%8
Mar-7.7%12.5%8
Apr1.7%62.5%8
May7.6%57.1%7
Jun2.7%71.4%7
Jul7.8%57.1%7
Aug1.9%57.1%7
Sep12.8%71.4%7
Oct21.3%71.4%7
Nov29.6%75.0%8
Dec26.6%62.5%8

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.29% 49.2% 360
Tuesday 0.05% 47.7% 396
Wednesday 0.48% 51.5% 392
Thursday 0.16% 49.5% 384
Friday 0.50% 52.1% 386

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 93.9%

Insider Transactions — Smart Summary

Total insider ownership: 5.2%

Founder-led management: Victor Perlroth (Co-Founder, Chairman, Chief Executive Officer and President)

12-Month Insider Activity Summary

Total Filings3
Net Value-$1.2M
Net Shares Change2,609,848
% of Float6.6%
C-Suite Filings2
Clusters Detected0

Key Insiders

NameTitleNet ValueFilingsActivity
BAKER BROS. ADVISORS LP +$60.0M 1 1 buy
BORGESON JOHN A. Chief Financial Officer -$1.2M 2 N/A

Significant Filings

DateInsiderTitleNet ValuePrice After
2025-12-19 BAKER BROS. ADVISORS LP +$60.0M Transaction at $23.00, now +52.6%
2026-04-02 BORGESON JOHN A. Chief Financial Officer -$1.2M Transaction at $20.48, now +71.4%
2025-06-17 BORGESON JOHN A. Executive Vice President and Chief Financial Officer -$2,639.673 Transaction at $3.65, now +861.1%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Kodiak Sciences Inc (KOD) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for KOD on Trend Edge →