Q1 EPS Estimates for Kodiak Sciences Cut by Lifesci Capital

Kodiak Sciences Inc. (NASDAQ:KOD) – Equities researchers at Lifesci Capital decreased their Q1 2026 earnings per share estimates for shares of Kodiak Sciences in a research note issued to investors on Wednesday, April 1st. Lifesci Capital analyst P. Dolezal now anticipates that the company will post earnings per share of ($0.73) for the quarter, down from their previous estimate of ($0.64). The consensus estimate for Kodiak Sciences’ current full-year earnings is ($3.45) per share. Lifesci Capital also issued estimates for Kodiak Sciences’ Q2 2026 earnings at ($0.74) EPS, Q3 2026 earnings at ($0.77) EPS, Q4 2026 earnings at ($0.66) EPS and FY2026 earnings at ($2.52) EPS.

A number of other research firms also recently commented on KOD. HC Wainwright reissued a “buy” rating and issued a $58.00 price objective (up from $38.00) on shares of Kodiak Sciences in a research note on Friday, March 27th. Weiss Ratings reaffirmed a “sell (e+)” rating on shares of Kodiak Sciences in a research note on Thursday, January 22nd. Finally, UBS Group boosted their price target on shares of Kodiak Sciences from $50.00 to $80.00 and gave the stock a “buy” rating in a research report on Friday, March 27th. Five analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Kodiak Sciences has a consensus rating of “Moderate Buy” and an average price target of $35.43.

Kodiak Sciences Price Performance

Kodiak Sciences stock opened at $40.63 on Friday. The stock’s 50-day moving average is $26.37 and its 200-day moving average is $22.93. The company has a market cap of $2.51 billion, a price-to-earnings ratio of -9.41 and a beta of 2.39. Kodiak Sciences has a 12 month low of $1.92 and a 12 month high of $45.60.

Kodiak Sciences (NASDAQ:KOD) last posted its quarterly earnings results on Tuesday, March 31st. The company reported ($1.04) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($1.02) by ($0.02).

Institutional Investors Weigh In On Kodiak Sciences

Institutional investors and hedge funds have recently modified their holdings of the stock. Baker BROS. Advisors LP boosted its stake in shares of Kodiak Sciences by 15.1% during the 4th quarter. Baker BROS. Advisors LP now owns 19,919,186 shares of the company’s stock worth $556,940,000 after acquiring an additional 2,608,696 shares in the last quarter. Vanguard Group Inc. raised its position in shares of Kodiak Sciences by 18.6% during the fourth quarter. Vanguard Group Inc. now owns 2,313,395 shares of the company’s stock worth $64,683,000 after purchasing an additional 363,103 shares during the period. Braidwell LP purchased a new stake in shares of Kodiak Sciences during the fourth quarter valued at $57,955,000. Adage Capital Partners GP L.L.C. lifted its holdings in shares of Kodiak Sciences by 55.1% during the second quarter. Adage Capital Partners GP L.L.C. now owns 2,055,707 shares of the company’s stock valued at $7,668,000 after purchasing an additional 730,000 shares during the last quarter. Finally, State Street Corp boosted its position in shares of Kodiak Sciences by 108.1% in the 4th quarter. State Street Corp now owns 1,732,015 shares of the company’s stock valued at $48,427,000 after purchasing an additional 899,572 shares during the period. Institutional investors and hedge funds own 89.06% of the company’s stock.

Trending Headlines about Kodiak Sciences

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

• Positive Sentiment: HC Wainwright keeps a “Buy” rating and a $58 price target on KOD despite trimming earnings forecasts — a sign that at least one major broker still sees meaningful upside beyond near‑term losses. MarketBeat Kodiak page
• Neutral Sentiment: Healio reports that “Zenkuda” showed superiority to sham in a Phase 3 diabetic retinopathy study. Investors will evaluate whether this readout affects Kodiak directly (if Zenkuda is related to Kodiak’s pipeline) or if it changes the competitive landscape in retinal therapeutics. Zenkuda Phase 3 readout
• Neutral Sentiment: Kodiak issued a corporate release summarizing recent business highlights and its fourth‑quarter and full‑year 2025 financial results; investors should read the filing for cash runway, revenue/expense items and any pipeline milestone updates that could materially affect valuation. Kodiak Q4/FY2025 results
• Negative Sentiment: Multiple analyst teams (HC Wainwright and Lifesci Capital) cut near‑term and multi‑year EPS estimates in reports issued April 1 — revisions include larger expected losses for Q1–Q4 2026 and downgraded FY2026 and out‑year forecasts (examples: HC Wainwright moved FY2026 to about ($3.56) EPS; Lifesci trimmed FY2026 toward ($2.52) EPS). Those downgrades increase short‑term downside risk as they raise expectations for continued operating losses and may push markets to reprice growth/timing assumptions. Analyst revision summaries

About Kodiak Sciences

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.