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AnalystConsensusTarget updated the narrative for KOS

Update shared on 05 Nov 2025

Fair value Decreased 5.65%
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AnalystConsensusTarget's Fair Value
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1Y
-59.7%
7D
-7.0%

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.

What's in the News

  • Kosmos Energy reported third quarter 2025 production of 65,500 barrels of oil equivalent per day, representing a 3% increase compared to the previous quarter (Key Developments).
  • The company provided new production guidance for the fourth quarter 2025, with projected output between 66,000 and 72,000 barrels of oil equivalent per day (Key Developments).
  • Full-year 2025 production is expected to be 65,000 barrels of oil equivalent per day (Key Developments).

Valuation Changes

  • Consensus Analyst Price Target has decreased slightly from $3.54 to $3.34.
  • Discount Rate has declined from 12.32% to approximately 11.82%.
  • Revenue Growth projection has increased moderately, moving from 5.65% to about 6.07%.
  • Net Profit Margin estimate is largely unchanged, decreasing slightly from 8.19% to roughly 8.15%.
  • Future P/E Ratio expectation has decreased slightly from 17.36x to 17.15x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.