Lifesci Capital Expects Lower Earnings for Kodiak Sciences

Kodiak Sciences Inc. (NASDAQ:KOD) – Equities researchers at Lifesci Capital decreased their Q2 2026 earnings estimates for shares of Kodiak Sciences in a research report issued to clients and investors on Friday, May 8th. Lifesci Capital analyst P. Dolezal now forecasts that the company will post earnings per share of ($0.97) for the quarter, down from their prior forecast of ($0.74). The consensus estimate for Kodiak Sciences’ current full-year earnings is ($3.74) per share. Lifesci Capital also issued estimates for Kodiak Sciences’ Q3 2026 earnings at ($0.98) EPS, Q4 2026 earnings at ($0.85) EPS and FY2026 earnings at ($3.72) EPS.

Kodiak Sciences (NASDAQ:KOD) last issued its quarterly earnings data on Thursday, May 7th. The company reported ($0.94) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.93) by ($0.01).

Several other research firms have also issued reports on KOD. Chardan Capital upgraded shares of Kodiak Sciences from a “neutral” rating to a “buy” rating and raised their price target for the stock from $14.00 to $61.00 in a report on Monday. UBS Group raised their price target on shares of Kodiak Sciences from $50.00 to $80.00 and gave the stock a “buy” rating in a report on Friday, March 27th. HC Wainwright restated a “buy” rating and set a $58.00 price target (up from $38.00) on shares of Kodiak Sciences in a report on Friday, March 27th. Finally, Weiss Ratings restated a “sell (e+)” rating on shares of Kodiak Sciences in a report on Thursday, January 22nd. Six research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $42.14.

Kodiak Sciences Stock Performance

Kodiak Sciences stock opened at $39.85 on Tuesday. Kodiak Sciences has a 52-week low of $2.81 and a 52-week high of $47.84. The firm has a 50 day moving average price of $35.47 and a two-hundred day moving average price of $27.92. The firm has a market cap of $2.49 billion, a price-to-earnings ratio of -9.56 and a beta of 2.32.

Institutional Trading of Kodiak Sciences

Several large investors have recently modified their holdings of the stock. Westfuller Advisors LLC acquired a new stake in shares of Kodiak Sciences during the 1st quarter worth approximately $26,000. V Square Quantitative Management LLC acquired a new stake in shares of Kodiak Sciences during the 1st quarter worth approximately $26,000. EverSource Wealth Advisors LLC grew its position in shares of Kodiak Sciences by 1,221.3% during the 4th quarter. EverSource Wealth Advisors LLC now owns 991 shares of the company’s stock worth $28,000 after buying an additional 916 shares during the period. KBC Group NV acquired a new stake in shares of Kodiak Sciences during the 1st quarter worth approximately $39,000. Finally, GF Fund Management CO. LTD. acquired a new stake in shares of Kodiak Sciences during the 4th quarter worth approximately $29,000. Institutional investors and hedge funds own 89.06% of the company’s stock.

Key Stories Impacting Kodiak Sciences

Here are the key news stories impacting Kodiak Sciences this week:

• Positive Sentiment: Chardan Capital upgraded Kodiak Sciences from “neutral” to “buy” and raised its price target sharply to $61 from $14, citing significant upside potential following recent developments. Chardan Capital upgrades Kodiak Sciences (KOD)
• Positive Sentiment: Investor interest also improved after a report highlighted positive Phase 3 GLOW2 results for Zenkuda, suggesting Kodiak’s pipeline may be worth more than previously thought. A Look At Kodiak Sciences (KOD) Valuation After Positive Phase 3 GLOW2 Results For Zenkuda
• Neutral Sentiment: Multiple Lifesci Capital notes lowered near-term and full-year EPS estimates for 2026, reflecting a weaker earnings outlook and potentially limiting further upside if execution does not improve.
• Negative Sentiment: Lifesci Capital cut its Q2, Q3, Q4, and FY2026 EPS estimates for Kodiak Sciences, with losses still expected across the year, which could weigh on sentiment around profitability.

Kodiak Sciences Company Profile

Kodiak Sciences, Inc is a clinical‐stage biopharmaceutical company headquartered in Palo Alto, California, that focuses on the discovery and development of novel therapies for retinal diseases. The company’s proprietary technology centers on antibody biopolymer conjugates (ABCs), which are designed to extend durability, enhance tissue penetration and improve the safety profile of existing therapeutic modalities. Kodiak’s research and development efforts target conditions such as wet age-related macular degeneration (wet AMD), diabetic macular edema (DME) and other serious ophthalmic disorders.

The lead product candidate in Kodiak’s pipeline is KSI-301, an anti-VEGF antibody biopolymer conjugate administered via intravitreal injection.