Kosmos Energy Ltd.

NYSE:KOS Lagerbericht

Marktkapitalisierung: US$1.6b

Kosmos Energy Zukünftiges Wachstum

Future Kriterienprüfungen 3/6

Der Umsatz von Kosmos Energy wird voraussichtlich um 2.7% pro Jahr zurückgehen, während der Jahresgewinn um 88.5% pro Jahr wachsen soll. Der Gewinn je Aktie wird voraussichtlich um 77.3% pro Jahr steigen. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich -4% betragen.

Wichtige Informationen

88.5%

Wachstumsrate der Gewinne

77.26%

EPS-Wachstumsrate

Oil and Gas Gewinnwachstum4.2%
Wachstumsrate der Einnahmen-2.7%
Zukünftige Eigenkapitalrendite-4.03%
Analystenabdeckung

Good

Zuletzt aktualisiert14 Aug 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Narrative-Update • Aug 15

KOS: Softer Revenue Outlook Will Likely Outweigh Higher Margins

Analysts have reduced their price target for Kosmos Energy from $1.64 to $1.50, citing updated assumptions that now factor in a revenue decline, a slightly different discount rate, a modestly higher profit margin, and a lower future P/E multiple. What’s in the News for Kosmos Energy Kosmos Energy issued new production guidance for the third quarter of 2026, with expected output between 68,000 and 72,000 barrels of oil equivalent per day, and full year 2026 guidance between 69,000 and 74,000 barrels of oil equivalent per day.
Seeking Alpha • Aug 13

Kosmos Energy: More Progress Needed

Summary Kosmos Energy remains too financially risky due to a debt ratio above 2.0. Management aims to reduce KOS's debt ratio to 2.0 or below by year-end. Current long-term debt stands at $2.5 billion with $145 million due soon, against a six-month EBITDAX of $527 million. I require a debt ratio of 1.5 or lower before considering KOS as anything other than a strong sell. I follow a lot of other companies with equal or better prospects as well as those without the debt issues here. Read the full article on Seeking Alpha
Narrative-Update • Aug 01

KOS: Elevated Production And Index Additions Will Still Pressure Shares

Analysts have raised their price target for Kosmos Energy from $1.40 to $1.64, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What’s in the News for Kosmos Energy Kosmos Energy reported first quarter 2026 total net production of approximately 74,800 boepd, which the company described as a record quarterly high, with the figure described as up 25% versus the first quarter of 2025, driven by the Greater Tortue Ahmeyim LNG project and new wells at Jubilee.
Narrative-Update • Jul 09

KOS: Future Debt Reduction And Production Gains Will Support A More Optimistic Outlook

Analysts have modestly lifted their price target on Kosmos Energy to $4.95 from $4.30, citing updated assumptions around the discount rate, profit margin, revenue growth, and future P/E that better reflect the company’s current risk and return profile. What's in the News for Kosmos Energy Kosmos Energy reported higher output from the Jubilee field in Ghana in the first half of 2026, with the J76 well coming online in mid June and contributing about 20,000 barrels per day.
Narrative-Update • Jun 25

KOS: Future Deleveraging And Gas Output Will Coexist With Execution Risk

Analysts have adjusted their price target for Kosmos Energy to $3.11 from $2.51, citing updated assumptions around the discount rate, revenue growth, profit margin, and future P/E estimates. What’s in the News for Kosmos Energy Kosmos Energy completed the sale of its interests in the Ceiba Field and Okume Complex in Block G offshore Equatorial Guinea to Panoro Energy for approximately US$127 million in upfront cash, with potential contingent payments of up to US$39.5 million tied to future production and oil prices, according to recent company announcements.
Narrative-Update • Jun 08

KOS: Ongoing Equity Issuance And Deleveraging Efforts Will Pressure Shares

Analysts have slightly adjusted their price target on Kosmos Energy, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E, which leave their estimate of fair value at $1.40 per share. What's in the News Kosmos Energy reported record Q1 2026 net production of about 74,800 barrels of oil equivalent per day, up 25% year over year, with gains tied to the ramp up at Greater Tortue Ahmeyim and new wells at Jubilee, according to recent earnings coverage.
Narrative-Update • May 25

KOS: Future Equity Issuance Will Pressure Shares Despite Higher Production Guidance

Analysts have lifted their price target for Kosmos Energy to $1.40 from $1.10, citing updates to discount rate assumptions, revenue growth expectations, profit margin forecasts, and a higher future P/E estimate. What's in the News Kosmos Energy issued production guidance for the first quarter of 2026, targeting 72,000 to 76,000 boe per day, and for full year 2026, targeting 70,000 to 78,000 boe per day (company guidance).
Neues Narrative • May 10

A Leveraged Bet on Offshore Cash Flow and Balance-Sheet Repair

Rating: Speculative Buy / High-risk value Style: Leveraged offshore E&P recovery Core debate: Is Kosmos just another debt-heavy small-cap oil and gas producer, or is it an underappreciated offshore cash-flow story with improving production, falling costs, and meaningful equity upside if management keeps deleveraging? Executive view Kosmos is not a “quality compounder” in the way Prysmian or Quanta are.
Analyseartikel • May 08

Results: Kosmos Energy Ltd. Delivered A Surprise Loss And Now Analysts Have New Forecasts

Kosmos Energy Ltd. ( NYSE:KOS ) shareholders are probably feeling a little disappointed, since its shares fell 6.2% to...
Narrative-Update • Apr 30

KOS: Future Equity Issuance And Asset Impairment Will Pressure Share Price

Analysts have raised their fair value estimate for Kosmos Energy, citing updated assumptions that include a fair value of $2.0 versus $1.1 previously; a discount rate of 12.32% versus 8.36%; revenue growth of a 2.34% decline versus 3.11% growth; a profit margin of 14.88% versus 19.66%; and a future P/E of 6.83x versus 2.47x. What's in the News Kosmos Energy filed a follow-on equity offering of common stock totaling US$175 million, indicating plans to raise additional capital through the equity market.
Narrative-Update • Apr 16

KOS: Future Production Gains And Equity Raise Will Support A More Optimistic Outlook

Analysts have nudged their price target for Kosmos Energy slightly higher to $4.30, reflecting updated views on discount rate assumptions, revenue growth expectations, profit margins, and future P/E levels. What's in the News Kosmos Energy filed a follow-on equity offering of US$175 million in common stock, expanding the available share float through a new capital raise.
Narrative-Update • Apr 02

KOS: Future Production And Equity Raise Will Support A More Optimistic Outlook

Analysts have raised their price target for Kosmos Energy to $4.30 from $3.50, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E, which they say lead to a higher assessed fair value. What's in the News Kosmos Energy filed a follow-on equity offering of US$175 million in common stock.
Narrative-Update • Mar 18

KOS: Future Output And Equity Raises Will Coexist With Ongoing Impairment Risk

Analysts have raised their price target for Kosmos Energy to $2.51 from $2.24, citing updated assumptions around discount rates, revenue growth, margins, and a much higher future P/E multiple. What's in the News Kosmos Energy filed a follow-on equity offering of $175 million in common stock, adding to its available capital base.
Narrative-Update • Mar 04

KOS: Future Production And LNG Ramp Will Still Face Asset Impairment Risk

Analysts have raised their price target for Kosmos Energy to $2.24 from $2.10, reflecting updated assumptions on fair value, a lower discount rate, and revised expectations for revenue growth, profit margins, and future P/E levels. What's in the News Kosmos issued production guidance for 2026, with expected volumes of 72,000 to 76,000 boe per day for the first quarter and 70,000 to 78,000 boe per day for the full year, providing clearer visibility on planned output levels.
Narrative-Update • Feb 18

KOS: Future Production Increases Will Support Stronger Returns Beyond 2025

Analysts have made a small trim to their $2.13 price target for Kosmos Energy, bringing it to $2.10 as they update assumptions around the discount rate, revenue growth, profit margin and future P/E. Valuation Changes Fair Value: adjusted from $2.13 to $2.10, a small downward change in the modelled estimate.
Narrative-Update • Feb 04

KOS: Future Production Increases Will Support Stronger Returns Beyond 2025

Analysts have modestly raised their price target for Kosmos Energy to US$2.13 from US$2.10, citing an updated view that slightly lower discount rate assumptions, along with marginally stronger projected profit margins and future P/E, support a small uplift in fair value. Valuation Changes Fair Value Estimate: Adjusted slightly higher from US$2.10 to about US$2.13 per share.
Narrative-Update • Jan 21

KOS: Future Production Guidance Will Support A More Optimistic Share Outlook

Analysts have revised their price target for Kosmos Energy to US$3.50 per share, reflecting updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Kosmos Energy issued new production guidance for the fourth quarter of 2025, expecting output in a range of 66,000 to 72,000 barrels of oil equivalent per day, giving you a clearer view of anticipated volumes into year end (Key Developments).
Analyseartikel • Jan 15

Even With A 27% Surge, Cautious Investors Are Not Rewarding Kosmos Energy Ltd.'s (NYSE:KOS) Performance Completely

Those holding Kosmos Energy Ltd. ( NYSE:KOS ) shares would be relieved that the share price has rebounded 27% in the...
Narrative-Update • Jan 06

KOS: Future Production Increases Will Support Stronger Returns Through 2025

Analysts have trimmed their fair value estimate for Kosmos Energy from US$2.65 to US$2.10. This reflects slightly softer projected revenue growth, a modestly lower future P/E assumption, and broadly unchanged profitability expectations.
Narrative-Update • Dec 20

KOS: Future Production Gains Will Support Stronger Returns Through 2025

Analysts have slightly reduced their price target for Kosmos Energy, citing a refined fair value estimate of approximately 2.65 dollars per share and a lower future P/E assumption, partially offset by improved profit margin expectations. What's in the News Kosmos Energy 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).
Analyseartikel • Dec 13

Kosmos Energy (NYSE:KOS) Has Debt But No Earnings; Should You Worry?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Narrative-Update • Dec 06

KOS: Future Production Stability Will Support Stronger Returns Through 2025

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).
Narrative-Update • Nov 22

KOS: Rising Profit Margins Will Drive Stronger Returns Through 2025

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.
Analyseartikel • Nov 06

Investors Give Kosmos Energy Ltd. (NYSE:KOS) Shares A 27% Hiding

Kosmos Energy Ltd. ( NYSE:KOS ) shareholders that were waiting for something to happen have been dealt a blow with a...
Narrative-Update • Nov 05

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.
Analyseartikel • Oct 08

Returns At Kosmos Energy (NYSE:KOS) Are On The Way Up

To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
Narrative-Update • Sep 26

Full LNG Production Ramp-Up Will Expand Global Supply

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.
Narrative-Update • Sep 11

Full LNG Production Ramp-Up Will Expand Global Supply

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.
Analyseartikel • Aug 26

Is Kosmos Energy (NYSE:KOS) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analyseartikel • Jul 24

Kosmos Energy Ltd. (NYSE:KOS) Screens Well But There Might Be A Catch

With a price-to-sales (or "P/S") ratio of 0.7x Kosmos Energy Ltd. ( NYSE:KOS ) may be sending bullish signals at the...
Analyseartikel • Jul 03

Kosmos Energy (NYSE:KOS) Is Reinvesting At Lower Rates Of Return

What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...

Gewinn- und Umsatzwachstumsprognosen

NYSE:KOS - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/20281,5541512926449
12/31/20271,57814529563512
12/31/20261,7364034067511
6/30/20261,585-542-16289N/A
3/31/20261,370-815-70241N/A
12/31/20251,289-700-180134N/A
9/30/20251,392-329-131274N/A
6/30/20251,489-160-245308N/A
3/31/20251,547-12-304405N/A
12/31/20241,676190-255678N/A
9/30/20241,786218-297796N/A
6/30/20241,904258-291,039N/A
3/31/20241,727222-190834N/A
12/31/20231,702214-167765N/A
9/30/20231,70778-118739N/A
6/30/20231,637215-140744N/A
3/31/20231,984308801,005N/A
12/31/20222,2492273211,130N/A
9/30/20222,308440-311,094N/A
6/30/20222,051189-249740N/A
3/31/20221,81514-167751N/A
12/31/20211,332-78-564374N/A
9/30/20211,034-169-221319N/A
6/30/20211,060-177-32501N/A
3/31/2021803-320-257166N/A
12/31/2020804-412-183196N/A
9/30/2020980-455-72249N/A
6/30/20201,112-40213343N/A
3/31/20201,380-186N/A629N/A
12/31/20191,499-56N/A628N/A
9/30/20191,359166N/A571N/A
6/30/20191,24523N/A482N/A
3/31/20191,064-97N/A260N/A
12/31/2018895-94N/A260N/A
9/30/2018772-402N/A232N/A
6/30/2018681-339N/A255N/A
3/31/2018602-244N/A250N/A
12/31/2017578-223N/A237N/A
9/30/2017547-157N/A212N/A
6/30/2017443-154N/A59N/A
3/31/2017352-254N/A6N/A
12/31/2016310-284N/A52N/A
9/30/2016276-203N/A103N/A
6/30/2016326-83N/A333N/A
3/31/2016400-50N/A465N/A
12/31/2015447-70N/A441N/A
9/30/201550334N/A344N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: KOS wird in den nächsten 3 Jahren voraussichtlich rentabel werden, was als schnelleres Wachstum als die Sparquote angesehen wird (3.7%).

Ertrag vs. Markt: KOS wird in den nächsten 3 Jahren voraussichtlich rentabel werden, was als überdurchschnittliches Marktwachstum angesehen wird.

Hohe Wachstumserträge: KOS wird voraussichtlich in den nächsten 3 Jahren rentabel werden.

Einnahmen vs. Markt: KOSDie Einnahmen des Unternehmens werden in den nächsten 3 Jahren voraussichtlich zurückgehen (-2.7% pro Jahr).

Hohe Wachstumseinnahmen: KOSDie Einnahmen des Unternehmens werden in den nächsten drei Jahren voraussichtlich zurückgehen (-2.7% pro Jahr).

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: KOS wird voraussichtlich in 3 Jahren unrentabel sein.

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/08/19 15:11
Aktienkurs zum Tagesende2026/08/19 00:00
Gewinne2026/06/30
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Kosmos Energy Ltd. wird von 34 Analysten beobachtet. 12 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Thomas DriscollBarclays
Subhasish ChandraBenchmark Company
Ilkin KarimliBerenberg