Positioning no disclosures inside 60 days, left as found
Options put/call open interest 1.44, read 2026-11-02
Ethical does not pass the values gate
Price1.10 USD
Fair valueUnder review
Ethical score70.0/100
Our investment reviews on this name
2026-10-02Read Distribution3.27-66.4% to today ✓Markdown gives way to Distribution after a 24% slide in 4 weeks
2026-09-03Read Markdown4.28-74.3% to today ✓Distribution gives way to Markdown after a 30% slide in 9 weeks
2026-07-02Read Distribution6.14-82.1% to today ✓First review on file: Distribution
Our analytic regime reads on this name, dated and marked against the screened price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
Kodiak AI, Inc. holds its Distribution at $1.10. The statistical read favours the sellers, held for 31 days.
As held on the ledger · 2026-11-04
Phase
Distribution · caution
Quantitative state
The statistical read favours the sellers, held for 31 days
Price at the screen
$1.10
Valuation
N/A trailing · -6.83 forward price to earnings
Values screen
FAIL· score 70.0
Beta
0.41
The Workings
Five Screens, Shown in Full
Does not pass. Interest-bearing securities
Test
Figure
Limit
What it means
Status
Business activity
Permissible
Core business clean
Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending.
Pass
Debt load
29.68%
Below 33%
Interest-bearing debt is just 29.7% of its assets, well under the one-third ceiling: it does not run on borrowed money.
Pass
Interest-bearing cash
43.86%
Below 33%
Interest-bearing cash and securities are 43.9% of assets, above the one-third limit.
Fail
Receivables
32.40%
Below 49%
Money owed to the company is 32.4% of assets, under the 49% limit.
Pass
Revenue purity
5.99%
Below 5%
6.0% of revenue comes from non-compliant sources, over the 5% line.
Fail
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
The Ethical Read
Why It Falls Short, in Plain English
Kodiak AI,'s business is fine, but its cash and interest-bearing securities are about 44% of its assets, well over the ~33% line, so it does not pass on the financial screens.
Read as at 2026-11-05. It updates when the underlying figures move, and past reads are kept below.
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Today KDK does not pass the screen. If new figures move it to a pass, we send you one short email with the before and after. Verdicts change rarely, so you may not hear from us for a long time.
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What the Numbers Say It Is Worth
The Fair Value Range
Fair value under review. Its inputs are 13 days old; the analyst targets sit too far from the price to cross-check it. We show no fair value, margin of safety or value read built on it until the review clears.
Another profit measure, before interest, tax and non-cash costs: EBITDA.
The risks · The things to watch: it's a small-cap, so the share price can swing harder than the market.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
KDK trades on Nasdaq. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-11-05Distribution$1.10-5.2%Entry 17
The analysis reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 5.2% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it D. Technically it is sitting below its long-term trend line with momentum reading oversold. Our forward projection puts the odds of a 10% gain over the next month near 30%. The street (5 analysts) rates it none, with a mean price target of $12. It reported earnings in this window, a natural checkpoint for the thesis.
2026-11-04Distribution$1.16-4.9%Entry 16
The analysis reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 4.9% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it D. Technically it is sitting below its long-term trend line with momentum reading oversold. Our forward projection puts the odds of a 10% gain over the next month near 30%. The street (5 analysts) rates it none, with a mean price target of $12. It reported earnings in this window, a natural checkpoint for the thesis.
2026-11-03Distribution$1.22+0.0%Entry 15
The analysis reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it D. Technically it is sitting below its long-term trend line with momentum reading oversold. Our forward projection puts the odds of a 10% gain over the next month near 30%. The street (5 analysts) rates it none, with a mean price target of $12. It reported earnings in this window, a natural checkpoint for the thesis.
2026-11-02Distribution$1.22+0.0%Entry 14
The analysis reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it D. Technically it is sitting below its long-term trend line with momentum reading oversold. Our forward projection puts the odds of a 10% gain over the next month near 30%. The street (5 analysts) rates it none, with a mean price target of $12. It reported earnings in this window, a natural checkpoint for the thesis.
2026-11-01Distribution$1.22+19.6%Entry 13
The analysis reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved up 19.6% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it D. Technically it is sitting below its long-term trend line with momentum reading oversold. Our forward projection puts the odds of a 10% gain over the next month near 30%. The street (5 analysts) rates it none, with a mean price target of $12. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-31Distribution$1.02+0.0%Entry 12
The analysis reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it D. Technically it is sitting below its long-term trend line with momentum reading oversold. Our forward projection puts the odds of a 10% gain over the next month near 30%. The street (5 analysts) rates it none, with a mean price target of $12. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-30Distribution$1.02+0.0%Entry 11
The analysis reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it D. Technically it is sitting below its long-term trend line with momentum reading oversold. Our forward projection puts the odds of a 10% gain over the next month near 30%. The street (5 analysts) rates it none, with a mean price target of $12. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-29Distribution$1.02-40.0%Entry 10
The analysis reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 40.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it D. Technically it is sitting below its long-term trend line with momentum reading oversold. Our forward projection puts the odds of a 10% gain over the next month near 30%. The street (5 analysts) rates it none, with a mean price target of $12. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-28Distribution$1.70+0.0%Entry 9
The analysis reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it D. Technically it is sitting below its long-term trend line with momentum reading oversold. Our forward projection puts the odds of a 10% gain over the next month near 30%. The street (5 analysts) rates it none, with a mean price target of $12. Since the last review it dropped out of the Tech 100.
2026-10-21Distribution$1.70+1.8%Entry 8
The analysis reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved up 1.8% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it D. Technically it is sitting below its long-term trend line with momentum reading oversold. Our forward projection puts the odds of a 10% gain over the next month near 30%. The street (5 analysts) rates it none, with a mean price target of $12.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.