Kosmos Energy Ltd.

NYSE:KOS Lagerbericht

Marktkapitalisierung: US$1.9b

Kosmos Energy Zukünftiges Wachstum

Future Kriterienprüfungen 3/6

Kosmos Energy wird ein jährliches Gewinn- und Umsatzwachstum von 98.4% bzw. 0.07% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 110.1% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 0.5% betragen.

Wichtige Informationen

98.4%

Wachstumsrate der Gewinne

110.15%

EPS-Wachstumsrate

Oil and Gas Gewinnwachstum11.3%
Wachstumsrate der Einnahmen0.07%
Zukünftige Eigenkapitalrendite0.53%
Analystenabdeckung

Good

Zuletzt aktualisiert20 May 2026

Jüngste Aktualisierungen zum künftigen Wachstum

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...

Recent updates

Seeking Alpha May 12

Kosmos 1Q26 Review: Why The 16% Post-Earnings Drop Is A Gift

Summary Kosmos Energy Ltd. (KOS) reported Q1 2026 EPS of -$0.07, missing consensus of $0.08 and triggering a 6% pre-market decline. My BUY rating remain, and increased the price target from $4.97 to $7.26 on the back of higher oil prices. Management demonstrated Turnaround progress with annualized oil production increasing more than 20% YoY. The 16% drawdown after earnings is more related to market rotation than to Kosmos idiosyncratic risk. Read the full article on Seeking Alpha
Neues Narrativ 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...
Narrativ-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.
Narrativ-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.
Narrativ-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.
Narrativ-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.
Narrativ-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.
Narrativ-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.
Narrativ-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.
Narrativ-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...
Narrativ-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.
Narrativ-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...
Narrativ-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).
Narrativ-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...
Narrativ-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...
Narrativ-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.
Narrativ-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...
Analyseartikel May 01

Is Kosmos Energy (NYSE:KOS) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analyseartikel Apr 05

Earnings Working Against Kosmos Energy Ltd.'s (NYSE:KOS) Share Price Following 34% Dive

To the annoyance of some shareholders, Kosmos Energy Ltd. ( NYSE:KOS ) shares are down a considerable 34% in the last...
Seeking Alpha Mar 06

Strong Production Potential, Cash Flow Generation Should Give Kosmos Energy A Bright Future

Summary Kosmos Energy offers a compelling value play with a low P/E ratio of 5.90, despite substantial debt and some liquidity concerns. Key assets like the Jubilee Oil Field and the developing GTA field present significant long-term growth opportunities. Kosmos plans to reduce CapEx in 2025, improving cash flow and enabling debt reduction, potentially leading to dividends by late 2026. Risks include fluctuating commodity prices and natural disasters, but the current low stock price makes KOS a buy for patient investors. Read the full article on Seeking Alpha

Gewinn- und Umsatzwachstumsprognosen

NYSE:KOS - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/20281,552782346738
12/31/20271,5935624968110
12/31/20261,728-803277149
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
3/31/20201,380-186271629N/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
6/30/2015545-8N/A241N/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 (3.5%).

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 (0.07% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (11.6% pro Jahr).

Hohe Wachstumseinnahmen: KOSDie Einnahmen des Unternehmens (0.07% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.


Wachstumsprognosen für den Gewinn je Aktie


Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: KOSDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (0.5%).


Wachstumsunternehmen entdecken

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/20 01:52
Aktienkurs zum Tagesende2026/05/20 00:00
Gewinne2026/03/31
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

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung 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. 10 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