Kosmos Energy Ltd.

NYSE:KOS 株式レポート

時価総額：US$1.9b

Kosmos Energy 将来の成長

Future 基準チェック /36

Kosmos Energy利益と収益がそれぞれ年間98.4%と0.07%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に0.5% 110.1%なると予測されています。

主要情報

98.4%

収益成長率

110.15%

EPS成長率

Oil and Gas 収益成長11.3%
収益成長率0.07%
将来の株主資本利益率0.53%
アナリストカバレッジ

Good

最終更新日20 May 2026

今後の成長に関する最新情報

分析記事 • 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
新しいナラティブ • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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).
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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).
分析記事 • 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...
ナラティブの更新 • 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).
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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

業績と収益の成長予測

NYSE:KOS - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
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

アナリストによる今後の成長予測

収入対貯蓄率: KOSは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。

収益対市場: KOS今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: KOS今後 3 年以内に収益を上げることが予想されます。

収益対市場: KOSの収益 ( 0.07% ) US市場 ( 11.6% ) よりも低い成長が予測されています。

高い収益成長: KOSの収益 ( 0.07% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: KOSの 自己資本利益率 は、3年後には低くなると予測されています ( 0.5 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/20 13:02
終値2026/05/20 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Kosmos Energy Ltd. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。34

アナリスト機関
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