Update shared on 06 Dec 2025
Fair value Decreased 9.76%Narrative Update on Kosmos Energy
Analysts have modestly trimmed their price target on Kosmos Energy from approximately $3.08 to $2.78 per share, reflecting slightly softer expectations for long term revenue growth, profitability, and future valuation multiples.
What's in the News
- Reported third quarter 2025 net production of 65,500 barrels of oil equivalent per day, a 3% increase versus the second quarter of 2025 (company announcement of operating results).
- Issued fourth quarter 2025 production guidance of 66,000 to 72,000 barrels of oil equivalent per day (corporate guidance).
- Reaffirmed full year 2025 production guidance of 65,000 barrels of oil equivalent per day, signaling steady output expectations for the year (corporate guidance).
Valuation Changes
- Fair Value Estimate: Reduced slightly from $3.08 to $2.78 per share, indicating a modest reassessment of intrinsic value.
- Discount Rate: Unchanged at 12.5%, implying a consistent view of overall risk and cost of capital.
- Revenue Growth: Trimmed marginally from 5.17% to 5.11% per year, reflecting slightly softer long term growth expectations.
- Net Profit Margin: Reduced modestly from 14.22% to 13.77%, signaling a small downgrade to expected profitability.
- Future P/E Multiple: Lowered from 9.11x to 8.50x, suggesting a somewhat more conservative view of future market valuation.
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