Kosmos Energy Ltd.

Informe acción NYSE:KOS

Capitalización de mercado: US$1.9b

Kosmos Energy Crecimiento futuro

Future controles de criterios 3/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Kosmos Energy de 98.4% y 0.07% por año respectivamente. Se prevé que el BPA crezca en un 110.1% al año. Se espera que la rentabilidad financiera sea de 0.5% en 3 años.

Información clave

98.4%

Tasa de crecimiento de los beneficios

110.15%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Oil and Gas11.3%
Tasa de crecimiento de los ingresos0.07%
Rentabilidad financiera futura0.53%
Cobertura de analistas

Good

Última actualización20 May 2026

Actualizaciones recientes sobre el crecimiento futuro

Artículo de análisis 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
Nueva narrativa 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.
Artículo de análisis 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...
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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).
Artículo de análisis 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...
Actualización de narrativa 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.
Actualización de narrativa 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).
Artículo de análisis 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...
Actualización de narrativa 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).
Actualización de narrativa 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.
Artículo de análisis 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...
Actualización de narrativa 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.
Artículo de análisis 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...
Actualización de narrativa 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.
Actualización de narrativa 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.
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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

Previsiones de crecimiento de beneficios e ingresos

NYSE:KOS - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
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

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: Se prevé que KOS sea rentable en los próximos 3 años, lo que se considera un crecimiento más rápido que la tasa de ahorro (3.5%).

Beneficios vs. Mercado: Se prevé que KOS sea rentable en los próximos 3 años, lo que se considera un crecimiento del mercado superior a la media.

Beneficios de alto crecimiento: Se espera que KOS sea rentable en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (0.07% al año) de KOS crezcan más despacio que el mercado de US (11.6% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 0.07% al año) de KOS crezcan más despacio que 20% al año.


Previsiones de crecimiento de los beneficios por acción


Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de KOS sea baja dentro de 3 años (0.5%).


Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/20 14:19
Precio de las acciones al final del día2026/05/20 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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

Kosmos Energy Ltd. está cubierta por 34 analistas. 10 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.

AnalistaInstitución
Thomas DriscollBarclays
Subhasish ChandraBenchmark Company
Ilkin KarimliBerenberg