KOS: Upcoming Production Increase Will Drive Share Price Higher

Analysts have modestly reduced their price target for Kosmos Energy from $3.54 to $3.34. This change reflects updated expectations around growth and profitability in their valuation models.

Kosmos Energy’s consensus price target has decreased as weaker net profit margin and slightly lower revenue growth forecasts have weighed on analyst expectations, resulting in a reduced fair value estimate from $3.83 to $3.54. What's in the News Kosmos Energy provided Q3 and full-year 2025 production guidance of 65,000–71,000 boe/d and 65,000–70,000 boe/d, respectively.

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.

AnalystConsensusTarget has increased revenue growth from 1.3% to 2.4%.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget has decreased profit margin from 10.0% to 6.8% and increased future PE multiple from 22.7x to 29.5x.

AnalystConsensusTarget has decreased revenue growth from 1.4% to 1.2% and increased future PE multiple from 20.2x to 22.7x.