Q1 EPS Estimates for Kodiak Sciences Cut by Lifesci Capital

Kodiak Sciences Inc. (NASDAQ:KOD) – Analysts at Lifesci Capital decreased their Q1 2026 earnings per share estimates for Kodiak Sciences in a research report issued on Wednesday, April 1st. Lifesci Capital analyst P. Dolezal now expects that the company will post earnings of ($0.73) per share for the quarter, down from their previous forecast 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 have also weighed in 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 report on Friday, March 27th. Weiss Ratings reiterated a “sell (e+)” rating on shares of Kodiak Sciences in a report on Thursday, January 22nd. Finally, UBS Group boosted their price objective on Kodiak Sciences from $50.00 to $80.00 and gave the company a “buy” rating in a report on Friday, March 27th. Five analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $35.43.

Kodiak Sciences Stock Performance

NASDAQ KOD opened at $40.63 on Friday. The company has a market capitalization of $2.51 billion, a P/E ratio of -9.41 and a beta of 2.39. Kodiak Sciences has a one year low of $1.92 and a one year high of $45.60. The stock has a 50 day moving average price of $26.37 and a 200-day moving average price of $22.83.

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

Hedge Funds Weigh In On Kodiak Sciences

Institutional investors have recently modified their holdings of the stock. EverSource Wealth Advisors LLC boosted its holdings in shares of Kodiak Sciences by 1,221.3% in the fourth quarter. EverSource Wealth Advisors LLC now owns 991 shares of the company’s stock valued at $28,000 after purchasing an additional 916 shares during the period. GF Fund Management CO. LTD. bought a new stake in Kodiak Sciences during the 4th quarter valued at $29,000. Mirae Asset Global Investments Co. Ltd. purchased a new stake in shares of Kodiak Sciences in the 4th quarter worth $72,000. Strs Ohio purchased a new stake in shares of Kodiak Sciences in the 4th quarter worth $87,000. Finally, Aster Capital Management DIFC Ltd bought a new position in shares of Kodiak Sciences during the 4th quarter worth $119,000. 89.06% of the stock is owned by hedge funds and other institutional investors.

Key Kodiak Sciences News

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

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.