Kodiak Gas Services (KGS) Resumen de Acciones
Kodiak Gas Services, Inc. explota y suministra infraestructuras de compresión por contrato para clientes del sector del petróleo y el gas en Estados Unidos. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 3/6 |
| Crecimiento futuro | 4/6 |
| Rendimiento pasado | 3/6 |
| Salud financiera | 2/6 |
| Dividendos | 1/6 |
Recompensas
Análisis de riesgos
KGS Community Fair Values
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Analyst Price Targets
Competidores de Kodiak Gas Services, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$58.71 |
| Máximo en las últimas 52 semanas | US$77.68 |
| Mínimo de 52 semanas | US$30.06 |
| Beta | 0.82 |
| Cambio en 1 mes | -18.91% |
| Variación en 3 meses | -14.34% |
| Cambio de 1 año | 87.57% |
| Variación en 3 años | 206.42% |
| Variación en 5 años | n/a |
| Variación desde la OPV | 273.95% |
Noticias y actualizaciones recientes
Actualización de narrativa • Jul 23
KGS: Data Center Power Deals And Compression Trends Will Shape Balanced Outlook
Analysts have lifted the fair value estimate for Kodiak Gas Services from $36.00 to $72.00, citing updated assumptions for revenue growth, profit margins, and a higher future P/E multiple supported by recent price target increases related to compression demand and behind the meter power opportunities. Analyst Commentary on Kodiak Gas Services Recent research on Kodiak Gas Services has centered on two themes that matter for investors: the tight compression market and the push into behind the meter power and data center related opportunities.
Actualización de narrativa • Jul 09
KGS: Behind The Meter Power Agreement Will Drive Future Re Rating Potential
The analyst price target on Kodiak Gas Services has been revised from $66.47 to $94.00, with analysts pointing to updated assumptions for revenue growth, profit margins, and longer term earnings multiples, supported by recent research that highlights expanding compression and behind-the-meter power opportunities. Analyst Commentary Recent Street research on Kodiak Gas Services points to increasingly constructive sentiment, with several bullish analysts highlighting catalysts tied to compression demand, behind the meter power, and expanding opportunities in key basins such as the Permian.
Actualización de narrativa • Jun 25
KGS: Longer Term Contracts And Data Center Power Buildout Will Drive Upside
Analysts have nudged their average price target for Kodiak Gas Services higher, with updated fair value estimates moving from about $82.21 to $84.07. They attribute this change to stronger revenue growth assumptions, slightly lower discount rates, and expectations for higher future P/E multiples supported by research pointing to compression demand, long-term contracts, and expansion into behind-the-meter power and data center infrastructure.Artículo de análisis • Jun 19
Kodiak Gas Services (KGS) Stock Could Be 15.9% Undervalued After Revenue And Guidance Lift
Kodiak Gas Services (KGS) recently reported record contract services revenue along with higher full-year adjusted EBITDA guidance, an operational update that puts fresh attention on its natural gas compression business and power generation expansion. See our latest analysis for Kodiak Gas Services. Kodiak Gas Services’ latest update comes after a strong share price run, with an 83.79% year to date share price return and a 109.92% 1 year total shareholder return. However, the 1 month share...Recent updates
Actualización de narrativa • Jul 23
KGS: Data Center Power Deals And Compression Trends Will Shape Balanced Outlook
Analysts have lifted the fair value estimate for Kodiak Gas Services from $36.00 to $72.00, citing updated assumptions for revenue growth, profit margins, and a higher future P/E multiple supported by recent price target increases related to compression demand and behind the meter power opportunities. Analyst Commentary on Kodiak Gas Services Recent research on Kodiak Gas Services has centered on two themes that matter for investors: the tight compression market and the push into behind the meter power and data center related opportunities.Actualización de narrativa • Jul 09
KGS: Behind The Meter Power Agreement Will Drive Future Re Rating Potential
The analyst price target on Kodiak Gas Services has been revised from $66.47 to $94.00, with analysts pointing to updated assumptions for revenue growth, profit margins, and longer term earnings multiples, supported by recent research that highlights expanding compression and behind-the-meter power opportunities. Analyst Commentary Recent Street research on Kodiak Gas Services points to increasingly constructive sentiment, with several bullish analysts highlighting catalysts tied to compression demand, behind the meter power, and expanding opportunities in key basins such as the Permian.Actualización de narrativa • Jun 25
KGS: Longer Term Contracts And Data Center Power Buildout Will Drive Upside
Analysts have nudged their average price target for Kodiak Gas Services higher, with updated fair value estimates moving from about $82.21 to $84.07. They attribute this change to stronger revenue growth assumptions, slightly lower discount rates, and expectations for higher future P/E multiples supported by research pointing to compression demand, long-term contracts, and expansion into behind-the-meter power and data center infrastructure.Artículo de análisis • Jun 19
Kodiak Gas Services (KGS) Stock Could Be 15.9% Undervalued After Revenue And Guidance Lift
Kodiak Gas Services (KGS) recently reported record contract services revenue along with higher full-year adjusted EBITDA guidance, an operational update that puts fresh attention on its natural gas compression business and power generation expansion. See our latest analysis for Kodiak Gas Services. Kodiak Gas Services’ latest update comes after a strong share price run, with an 83.79% year to date share price return and a 109.92% 1 year total shareholder return. However, the 1 month share...Seeking Alpha • Jun 18
Kodiak Gas Services: Distributed Power Can Support A Buy Rating
Summary Initiate buy rating on Kodiak Gas Services due to its high-margin compression base and substantial distributed power growth runway. KGS's compression segment operates at 98% utilization with 70% gross margins, providing stable baseline earnings and capital for expansion. The distributed power segment targets >2 GW by 2030, offering significant EBITDA growth potential as data centers seek rapid, reliable power. Valuation premium (~24x NTM P/E) is justified if KGS executes on power growth; downside risks include capital intensity and execution on contracted capacity. Read the full article on Seeking AlphaActualización de narrativa • Jun 05
KGS: Longer Term Contracts And Power Expansion Will Drive Future Upside
The analyst fair value estimate for Kodiak Gas Services has moved from about $79.33 to about $82.21, as analysts factor in higher projected revenue growth, a slightly lower discount rate, modestly stronger margin assumptions, and support from recent bullish Street research on compression and behind the meter power opportunities. Analyst Commentary Recent Street research on Kodiak Gas Services has been broadly constructive, with several firms updating price targets and coverage as they reassess the company’s earnings power, contract profile, and newer power-related opportunities.Actualización de narrativa • May 19
KGS: Higher Contract Visibility And Equity Raise Will Shape A Measured Outlook
Analysts have raised their implied fair value estimate for Kodiak Gas Services from about $61 to about $79, citing higher modeled revenue growth, wider profit margins, and recent price target increases into the mid to high $80s. These changes follow updated guidance, longer-term contracts, and revised growth outlooks.Artículo de análisis • May 18
Kodiak Gas Services' (NYSE:KGS) Solid Earnings Are Supported By Other Strong Factors
Kodiak Gas Services, Inc. ( NYSE:KGS ) recently posted some strong earnings, and the market responded positively. We...Actualización de narrativa • Apr 22
KGS: Updated Earnings Assumptions And Catalyst Watch Will Shape A Measured Outlook
The analyst fair value estimate for Kodiak Gas Services has been raised from about $54.67 to $61.08. Analysts point to updated earnings assumptions, higher modeled revenue growth and margins, and recent Street price target increases clustered around the $60 to $63 range as key drivers of the change.Actualización de narrativa • Apr 06
KGS: Updated Earnings Models And Catalyst Watch Will Guide A Balanced Outlook
Kodiak Gas Services' analyst price target has been revised from $53.08 to $54.67 as analysts incorporate updated earnings, commodity assumptions, and refreshed views on the company's midstream positioning and execution. Analyst Commentary Recent research updates show a cluster of higher price targets for Kodiak Gas Services, with several bullish analysts revisiting their models after incorporating updated earnings and commodity price assumptions.Actualización de narrativa • Mar 23
KGS: Revised Earnings Models And Catalyst Watch Will Shape A Measured Outlook
Narrative Update on Kodiak Gas Services Analysts have lifted the average price target for Kodiak Gas Services by roughly $19, toward the low $60s, as recent research cites updated earnings models, revised commodity price assumptions, and potential 90 day catalysts tied to the base business. Analyst Commentary Bullish analysts have been lifting their price targets for Kodiak Gas Services into the low US$60s, pointing to refreshed earnings models, updated commodity assumptions, and specific company level catalysts.Nueva narrativa • Mar 16
Long Equipment Lead Times And Power Expansion Will Threaten Compression Utilization And Future Returns
Catalysts About Kodiak Gas Services Kodiak Gas Services provides contract natural gas compression and related services, with growing exposure to distributed power generation. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • Mar 07
KGS: Repriced Assumptions And Catalyst Watch Will Shape A Balanced Outlook
The analyst price target for Kodiak Gas Services has been raised from $46.27 to $53.08, as analysts factor in updated earnings models, commodity price assumptions, and expectations for slightly higher revenue growth and profit margins, while maintaining a similar outlook for the forward P/E ratio. Analyst Commentary Recent research updates on Kodiak Gas Services point to a cluster of higher price targets, with several firms lifting their views into the low to mid US$60 range.Nueva narrativa • Mar 02
Long-Term Natural Gas Infrastructure And AI-Driven Efficiencies Will Transform Compression And Power Services
Catalysts About Kodiak Gas Services Kodiak Gas Services provides large horsepower natural gas compression and related services, along with emerging distributed power offerings in the U.S. What are the underlying business or industry changes driving this perspective? Highly visible growth in U.S. natural gas infrastructure needs, including Permian takeaway pipelines, LNG export capacity and in basin gas consumption for power generation, supports Kodiak's plan to deploy over 750,000 new large horsepower units by 2030.Actualización de narrativa • Feb 21
KGS: Equity Offering And Repriced Assumptions Will Shape A Balanced Outlook
Analysts have nudged their fair value estimate for Kodiak Gas Services slightly higher to about $46 per share, supported by several recent price target raises from Citi, Barclays, and Mizuho that highlight its asset quality and execution. Analyst Commentary Recent research activity around Kodiak Gas Services has been active, with multiple price target increases clustered over a short period and one rating upgrade that brought the name into a more favorable category for at least one major firm.Actualización de narrativa • Feb 07
KGS: Equity Raises And Recalibrated Assumptions Will Shape A Measured Outlook
Analysts have lifted their price target on Kodiak Gas Services by about US$2, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E that align with recent target increases from several research firms. Analyst Commentary Recent research points to a more constructive tone around Kodiak Gas Services, with several firms lifting price targets and one major upgrade that highlights how analysts are recalibrating their expectations for the business.Artículo de análisis • Feb 06
Earnings Tell The Story For Kodiak Gas Services, Inc. (NYSE:KGS) As Its Stock Soars 33%
Kodiak Gas Services, Inc. ( NYSE:KGS ) shares have continued their recent momentum with a 33% gain in the last month...Artículo de análisis • Nov 13
Kodiak Gas Services' (NYSE:KGS) Performance Is Even Better Than Its Earnings Suggest
Even though Kodiak Gas Services, Inc. ( NYSE:KGS ) posted strong earnings, investors appeared to be underwhelmed. Our...Artículo de análisis • Oct 28
Kodiak Gas Services' (NYSE:KGS) Shareholders Will Receive A Bigger Dividend Than Last Year
The board of Kodiak Gas Services, Inc. ( NYSE:KGS ) has announced that it will be paying its dividend of $0.49 on the...Seeking Alpha • Dec 10
Kodiak Gas Services: Overvalued With High Leverage
Summary Kodiak Gas Services is overvalued with a P/E ratio of 38x TTM and 91x FWD, despite significant revenue growth not translating to GAAP earnings. High leverage and interest expenses, with debt to equity over 2x and EBIT covering interest in 1.21x, are not priced correctly. Management's adjusted EBITDA figures are overly optimistic as they exclude significant interest and depreciation expenses, overstating profitability. Shares are a sell with a price target of $35. Read the full article on Seeking AlphaRentabilidad de los accionistas
| KGS | US Energy Services | Mercado US | |
|---|---|---|---|
| 7D | -0.6% | -1.5% | 0.9% |
| 1Y | 87.6% | 56.1% | 17.5% |
Rentabilidad vs. Industria: KGS superó a la industria US Energy Services, que obtuvo un rendimiento del 56.1% el año pasado.
Rentabilidad vs. Mercado: KGS superó al mercado US, que obtuvo un rendimiento del 17.5% el año pasado.
Volatilidad de los precios
| KGS volatility | |
|---|---|
| KGS Average Weekly Movement | 6.8% |
| Energy Services Industry Average Movement | 7.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
Precio estable de las acciones: KGS no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de KGS (7%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2010 | 1,300 | Mickey McKee | www.kodiakgas.com |
Kodiak Gas Services, Inc. explota y suministra infraestructuras de compresión por contrato para clientes de la industria del petróleo y el gas en Estados Unidos. Opera en dos segmentos, Servicios por contrato y Otros servicios. El segmento de servicios por contrato explota infraestructuras de compresión, tratamiento y refrigeración de gas propiedad de la empresa y de los clientes para permitir la producción, la recogida, el procesamiento y el transporte de gas natural y petróleo.
Resumen de fundamentos de Kodiak Gas Services, Inc.
| Estadísticas fundamentales de KGS | |
|---|---|
| Capitalización bursátil | US$5.79b |
| Beneficios(TTM) | US$65.80m |
| Ingresos (TTM) | US$1.32b |
88.6x
Ratio precio-beneficio (PE)4.4x
Ratio precio-ventas (PS)¿Está KGS sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de KGS | |
|---|---|
| Ingresos | US$1.32b |
| Coste de los ingresos | US$474.34m |
| Beneficio bruto | US$849.88m |
| Otros gastos | US$784.07m |
| Beneficios | US$65.80m |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
Aug 06, 2026
| Beneficios por acción (BPA) | 0.66 |
| Margen bruto | 64.18% |
| Margen de beneficio neto | 4.97% |
| Ratio deuda/patrimonio | 237.2% |
¿Cómo se ha desempeñado KGS a largo plazo?
Ver rendimiento histórico y comparativaDividendos
3.3%
Rentabilidad actual por dividendo253%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/31 13:19 |
| Precio de las acciones al final del día | 2026/07/31 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Kodiak Gas Services, Inc. está cubierta por 17 analistas. 12 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Theresa Chen | Barclays |
| Jean Ann Salisbury | BofA Global Research |
| James Larkin | BofA Global Research |