Update shared on 22 Nov 2025
Fair value Decreased 8.01%Analysts have reduced their price target for Kosmos Energy from $3.34 to $3.08 per share. This change reflects updated expectations for slower revenue growth and a slightly higher discount rate, despite improved profit margins and a lower projected future P/E ratio.
What's in the News
- Kosmos Energy reported third quarter 2025 production results of 65,500 barrels of oil equivalent per day, up 3 percent compared to the second quarter (Announcement of Operating Results).
- The company issued guidance for the fourth quarter of 2025, expecting production between 66,000 and 72,000 barrels of oil equivalent per day (Corporate Guidance: New/Confirmed).
- Full-year 2025 production is projected to be 65,000 barrels of oil equivalent per day (Corporate Guidance: New/Confirmed).
Valuation Changes
- Consensus Analyst Price Target has decreased from $3.34 to $3.08 per share, reflecting a modest reduction in fair value estimates.
- The discount rate has risen slightly, increasing from 11.8% to 12.5%.
- Revenue growth expectations have fallen from 6.1% to 5.2% annually.
- Net profit margin is projected to improve significantly, rising from 8.2% to 14.2%.
- The future P/E ratio estimate has dropped notably, decreasing from 17.2x to 9.1x.
Disclaimer
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