Update shared on11 Sep 2025
Fair value Decreased 1.83%Kosmos Energy's modestly lower price target reflects a slight decline in its future P/E ratio, while profitability remains steady, resulting in a marginal downward revision to a $3.83 fair value.
What's in the News
- Kosmos Energy reported Q2 2025 production averaging 63,500 boepd, below guidance due to delayed GTA ramp-up and lower Jubilee output.
- Company issued Q3 2025 production guidance of 65,000–71,000 boepd and full-year 2025 guidance of 65,000–70,000 boepd.
- Kosmos was removed from several Russell Growth indices and added to multiple Russell Value indices, reflecting a shift toward value classification.
Valuation Changes
Summary of Valuation Changes for Kosmos Energy
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $3.90 to $3.83.
- The Future P/E for Kosmos Energy has fallen slightly from 17.98x to 17.61x.
- The Net Profit Margin for Kosmos Energy remained effectively unchanged, moving only marginally from 8.66% to 8.68%.
Disclaimer
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