KNOT Offshore Partners (KNOP) 주식 개요
KNOT Offshore Partners LP는 자회사와 함께 영국과 브라질에서 셔틀 유조선을 인수, 소유 및 운영하고 있습니다. 자세히 보기
KNOP Community Fair Values
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Analyst Price Targets
KNOT Offshore Partners LP 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$9.98 |
| 52주 최고가 | US$11.78 |
| 52주 최저가 | US$6.16 |
| 베타 | -0.078 |
| 1개월 변동 | -9.76% |
| 3개월 변동 | -3.29% |
| 1년 변동 | 56.18% |
| 3년 변동 | 102.02% |
| 5년 변동 | -50.20% |
| IPO 이후 변동 | -54.20% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Jun 25
KNOP: Upgraded Outlook Will Focus On Distribution Reset And Cancelled 10 Offer
Analysts have raised their price target on KNOT Offshore Partners from $10.00 to $14.00, citing updated assumptions around fair value, profit margins, and expected future P/E that are reflected in recent Street research. What’s in the News for KNOT Offshore Partners KNOT Offshore Partners declared a quarterly cash distribution of US$0.05 per common unit for the first quarter ended March 31, 2026.Seeking Alpha • Jun 18
KNOT Offshore Partners: Tanker Strength Meets Capital Return Weakness (Downgrade)
Summary KNOT Offshore Partners remains challenged despite improved shuttle tanker markets and a modest valuation at a 5.4x forward EV/EBITDA multiple. KNOP's balance sheet is still highly leveraged, with net debt/EBITDA just over 4x and $356.3 million in obligations due in 2026. Distribution is now yielding under 2%, even following the recent hike, far from prior levels, limiting capital return appeal. I'm now "Neutral" on KNOP due to a lack of meaningful capital returns, governance concerns, and insufficient deleveraging to support a bullish stance. Read the full article on Seeking Alpha
내러티브 업데이트 • Jun 09
KNOP: Recent Upgrades And Higher Future P/E Will Support Bullish Case
Analysts have raised their price target on KNOT Offshore Partners to $14.50, citing recent upgrades from Fearnley and B. Riley along with updated assumptions regarding the discount rate, revenue trends, profit margins, and future P/E multiples.내러티브 업데이트 • May 25
KNOP: Recent Upgrades And Higher Future P/E Will Support Constructive Outlook
Analysts have adjusted their price target for KNOT Offshore Partners to $14.50, supported by recent upgrades at multiple firms and a broadly consistent view on the discount rate, revenue trajectory, profit margin, and future P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts see the revised US$14.50 target as aligned with their assumptions on revenue stability and profit margins, which they view as consistent with the current P/E framework applied to the stock.Recent updates
내러티브 업데이트 • Jun 25
KNOP: Upgraded Outlook Will Focus On Distribution Reset And Cancelled 10 Offer
Analysts have raised their price target on KNOT Offshore Partners from $10.00 to $14.00, citing updated assumptions around fair value, profit margins, and expected future P/E that are reflected in recent Street research. What’s in the News for KNOT Offshore Partners KNOT Offshore Partners declared a quarterly cash distribution of US$0.05 per common unit for the first quarter ended March 31, 2026.Seeking Alpha • Jun 18
KNOT Offshore Partners: Tanker Strength Meets Capital Return Weakness (Downgrade)
Summary KNOT Offshore Partners remains challenged despite improved shuttle tanker markets and a modest valuation at a 5.4x forward EV/EBITDA multiple. KNOP's balance sheet is still highly leveraged, with net debt/EBITDA just over 4x and $356.3 million in obligations due in 2026. Distribution is now yielding under 2%, even following the recent hike, far from prior levels, limiting capital return appeal. I'm now "Neutral" on KNOP due to a lack of meaningful capital returns, governance concerns, and insufficient deleveraging to support a bullish stance. Read the full article on Seeking Alpha내러티브 업데이트 • Jun 09
KNOP: Recent Upgrades And Higher Future P/E Will Support Bullish Case
Analysts have raised their price target on KNOT Offshore Partners to $14.50, citing recent upgrades from Fearnley and B. Riley along with updated assumptions regarding the discount rate, revenue trends, profit margins, and future P/E multiples.내러티브 업데이트 • May 25
KNOP: Recent Upgrades And Higher Future P/E Will Support Constructive Outlook
Analysts have adjusted their price target for KNOT Offshore Partners to $14.50, supported by recent upgrades at multiple firms and a broadly consistent view on the discount rate, revenue trajectory, profit margin, and future P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts see the revised US$14.50 target as aligned with their assumptions on revenue stability and profit margins, which they view as consistent with the current P/E framework applied to the stock.내러티브 업데이트 • Apr 23
KNOP: Higher Future P/E Assumptions Will Support More Constructive Unit Outlook
Analysts have raised their price target on KNOT Offshore Partners from $10.00 to $14.50, citing updated assumptions around discount rates, revenue trends, margins, and a higher future P/E multiple following recent upgrades at Fearnley and B. Riley.내러티브 업데이트 • Apr 08
KNOP: Fair Value View Will Depend On Cancelled US$10 Offer And Payout Review
Analysts have lifted their price target on KNOT Offshore Partners to $10.00, citing updated assumptions on discount rate, revenue trends, profit margin expectations, and a higher future P/E multiple that together support a revised view of fair value. Analyst Commentary While the updated price target of US$10.00 reflects revised assumptions, not all research views are uniformly constructive.내러티브 업데이트 • Mar 25
KNOP: Fair Value View Will Hinge On Cancelled US$10 Buyout Outcome
Analysts have raised their price target on KNOT Offshore Partners to a fair value estimate of $10.00, based on assumptions that include a lower discount rate, more modest revenue growth, a higher profit margin, and a reduced future P/E multiple. Analyst Commentary Recent research commentary around KNOT Offshore Partners has focused heavily on the gap between current trading levels and the updated fair value estimate of US$10.00, as well as the assumptions required to support that figure.내러티브 업데이트 • Mar 10
KNOP: Stable Assumptions And Modest Input Tweaks Will Support Fair Value Outlook
Analysts have modestly adjusted their price target on KNOT Offshore Partners to $10.00, citing small changes in inputs such as the discount rate and future P/E assumption, while keeping fair value steady at $10.00. Valuation Changes Fair Value: Held steady at $10.00, with no change in the model outcome.내러티브 업데이트 • Feb 24
KNOP: Completed Unit Buybacks Will Support Steady Outlook For Fairly Valued Units
Analysts have kept their price target for KNOT Offshore Partners steady at $10.00. They point to only very small tweaks in their discount rate, revenue growth assumptions and future P/E estimates, which leave their overall valuation view unchanged.내러티브 업데이트 • Feb 10
KNOP: Completed Buyback Tranche Will Frame Steady Outlook For Fairly Valued Units
Analysts have maintained their price target for KNOT Offshore Partners at US$10.00. This reflects only very small adjustments to inputs such as the discount rate, revenue growth and future P/E assumptions, rather than any change in their core view.내러티브 업데이트 • Jan 27
KNOP: Takeover Proposal And Neutral Downgrade Will Frame Fairly Valued Units
Narrative update on KNOT Offshore Partners Analysts have trimmed their price target on KNOT Offshore Partners to US$10 from US$15. The reset is largely tied to the company’s takeover proposal from Knutsen NYK Offshore Tankers and a slightly higher discount rate and P/E input in updated models.내러티브 업데이트 • Jan 12
KNOP: Takeover Proposal And Downgrade Will Guide Fairly Valued Units
Analysts cut their price target on KNOT Offshore Partners to US$10 from US$15, citing the recent takeover proposal from Knutsen NYK Offshore Tankers as a key reason for the more cautious stance. Analyst Commentary Recent research reflects a more cautious stance on KNOT Offshore Partners after the takeover proposal at a US$10 reference level, with the shift in rating to Neutral aligning with the revised price target.내러티브 업데이트 • Dec 17
KNOP: Takeover Proposal And Downgrade Will Shape Future Unit Performance
Analysts have lowered their price target on KNOT Offshore Partners to $10.00 from $15.00, citing the recent takeover proposal as well as adjusted expectations for future growth and valuation multiples. Analyst Commentary Bullish Takeaways Bullish analysts view the $10 price target as supported by the proposed takeover, which provides a clearer valuation floor and reduces downside risk.내러티브 업데이트 • Dec 02
KNOP: Takeover Bid And Downgrade Will Influence Future Performance
KNOT Offshore Partners’ analyst price target has been reduced from $15.00 to $10.00, as analysts cite the recent takeover proposal as a key factor in adjusting expectations. Analyst Commentary Following the recent developments surrounding the takeover proposal for KNOT Offshore Partners, analysts have provided a range of perspectives reflecting both optimism and caution about the company's future outlook and valuation.내러티브 업데이트 • Nov 18
KNOP: Takeover Proposal And Margin Pressures Will Shape Outlook
Analysts have modestly raised their price target for KNOT Offshore Partners to $10.67 from $10.30. They cite recent takeover developments, as well as downward revisions in projected profit margins and future earnings multiples, as key factors in their updated assessment.내러티브 업데이트 • Nov 04
KNOP: Takeover Proposal And Improved Margins Will Shape Future Prospects
KNOT Offshore Partners' analyst price target was lowered from approximately $12 to $10. This change reflects analysts' concerns over the recent takeover proposal and a shift in underlying financial expectations.새로운 내러티브 • Jun 02
Brazil Deepwater Offshore Production Will Drive Shuttle Tanker Demand
Robust demand for offshore oil transport and limited alternative infrastructure ensure stable revenue and high vessel utilization for KNOT's modern shuttle tanker fleet.Seeking Alpha • Mar 21
KNOT Offshore Partners: Decent Quarter But Prospects Remain Muted
Summary KNOT Offshore Partners reported fourth quarter and full year 2024 results well ahead of expectations. While results were boosted by a number of one-time gains, the recent addition of a modern Suezmax tanker and new, higher-margin contract commencements contributed to the outperformance. While the partnership is facing substantial near-term debt maturities, the company should be able to extend or refinance existing facilities. The shuttle tanker order book for Brazil has effectively doubled in recent months, thus putting a number of the partnership's older vessels at risk of being crowded out of this market. With the distribution likely to remain at subdued levels for the foreseeable future and an acquisition by parent Knutsen NYK rather unlikely, the common units continue to lack major catalysts. Reiterating "Hold" rating. Read the full article on Seeking AlphaSeeking Alpha • Dec 10
KNOT Offshore Partners: No Visible Near-Term Catalysts - Hold
Summary Leading shuttle tanker operator KNOT Offshore Partners reported mixed Q3/2024 with the company's bottom line impacted by derivative losses and inflationary pressures on operating expenses. A recent vessel swap with parent Knutsen NYK resulted in backlog and estimated average daily time charter rate increasing to new multi-year highs. However, a combination of heavy debt amortization requirements and near-term refinancing needs are likely to result in quarterly distributions remaining at current levels for the time being. While the Brazilian shuttle tanker market has tightened, an expected influx of modern tonnage might crowd out some of the partnership's older vessels over time. Given the lack of near-term catalysts, I am reiterating my "Hold" rating on KNOT Offshore Partners' common units. Read the full article on Seeking AlphaSeeking Alpha • Nov 28
KNOT Offshore Partners: The Outlook For Higher Distributions
Summary KNOT Offshore Partners faces significant debt maturities in 2025 and 2026. Despite generating free cash flow, KNOP is still likely to have a large shortfall that needs to be refinanced. Their dry dockings in 2025 and 2026 are likely to modestly weaken financial performance versus 2024. Higher distributions are unlikely until their 2025 and 2026 debt maturities are resolved, but there are still further ones in 2027 and 2028 that could also hinder their prospects. Since this appears likely to be a prolonged wait, I will be remaining on the sidelines indefinitely. Read the full article on Seeking AlphaSeeking Alpha • Sep 04
KNOT Offshore Partners: Solid Q2 But Going Private Deal Growing Unlikely - Hold
Summary Adjusted for a $16.4 million non-cash impairment charge related to its MR shuttle tankers, KNOT Offshore Partners LP delivered solid Q2 2024 results. After cutting common unit distributions by 95% in January 2023, net debt decreased for a sixth consecutive quarter to approximately $845 million. While contracting activity wasn't great, the company managed to negotiate a favorable asset swap transaction with parent Knutsen NYK Offshore Tankers. However, the agreement makes a near-term going private proposal by the parent highly unlikely, as there would have been no need for the transaction otherwise. With the North Sea market still weak and common unit distributions likely to remain at current levels for now, I don't see any compelling reason for opening new or adding to existing positions here. Read the full article on Seeking AlphaSeeking Alpha • May 31
KNOT Offshore Partners: Slow Progress Continues - Hold
Summary Last week, leading shuttle tanker operator KNOT Offshore Partners LP reported rather stable first quarter results, with increased revenues somewhat offset by higher operating expenses. The company generated $27.9 million in cash from operations and finished the quarter with $50.2 million in cash and cash equivalents and $925.3 million in debt. After the end of the quarter, the company secured two new long-term contracts in the North Sea and Brazil, which should lift the backlog quite meaningfully going forward. However, the company remains highly levered and continues to face uncertainties in both the North Sea and Brazil markets. With no major near-term catalysts in sight, I am reiterating my "Hold" rating on the common units. Read the full article on Seeking AlphaSeeking Alpha • Feb 27
KNOT Offshore Partners: Some Progress But Outlook Just Got More Clouded
Summary Leading shuttle tanker operator KNOT Offshore Partners LP reported stable fourth quarter results with solid cash generation. After cutting common unit distributions by 95% in January 2023, net debt decreased for a fourth consecutive quarter to just below $900 million at the end of Q4. During the quarter, the company secured an important contract extension for the shuttle tanker Carmen Knutsen in Brazil. However, the recent flurry of newbuild orders has impacted long-term prospects for the company's aging fleet. With no clear catalysts in sight, I am reiterating my "Hold" rating on KNOT Offshore Partners common units. Read the full article on Seeking AlphaSeeking Alpha • Dec 14
KNOT Offshore Partners: No Distribution Increase Anytime Soon - Hold
Summary KNOT Offshore Partners LP reported stable Q3 results, but profitability and cash generation remain impacted by special survey requirements, higher interest rates, and ongoing weakness in the North Sea market. After signing additional contracts for a number of vessels, 2024 charter coverage now stands at 70%. However, the company has failed to secure follow-on work for two MR-size shuttle tankers, which consequently will be redelivered within the next few weeks and might end up being sold. As management continues to focus on building liquidity, common unit distributions are likely to remain unchanged for the time being. KNOT Offshore Partners continues to face near-term issues in both the North Sea and Brazil. However, with the medium- to long-term industry outlook remaining constructive, I am reiterating my "Hold" rating on the common units. Read the full article on Seeking AlphaSeeking Alpha • Aug 31
KNOT Offshore Partners: More Bad News
Summary Leading shuttle tanker operator reports mediocre Q2 results with profitability and cash generation again impacted by scheduled dry dockings, increased interest expense, and ongoing weakness in the North Sea. Absent any major new developments on the chartering front during the quarter, total contracted revenue of $620 million was down approximately 10% sequentially. Limited prospects for the smaller shuttle tankers Dan Sabia and Dan Cisne resulted in the requirement to take a $49.6 million impairment charge. As the long-term outlook for the shuttle tanker market has improved in recent quarters, I continue to expect parent Knutsen NYK to make a move for the partnership after the dust from the recent distribution cut has settled. With the North Sea markets expected to remain weak for the time being and a potential bid by the parent likely still several quarters in the future, I continue to see little reason for investors to own the common units at this point. Read the full article on Seeking AlphaSeeking Alpha • Aug 16
KNOT Offshore Partners: Main Concerns Regarding Leverage And Liquidity
Summary KNOT Offshore Partners LP faces concerns over debt maturities and high debt levels, impacting its financial outlook. The Partnership has successfully secured credit facilities and new charter contracts, reducing the risk of losing assets. The market outlook for crude tankers is positive, with expected growth in supply and demand, and upward pressure on oil prices in the second half of 2023. Read the full article on Seeking AlphaSeeking Alpha • May 30
KNOT Offshore Partners: Progress On The Refinancing Front But Concerns Remain
Summary Leading shuttle tanker operator reported another set of mediocre quarterly results with profitability and cash generation impacted by scheduled dry dockings, increased interest expense, and weakness in the North Sea markets. While the company made important progress in refinancing upcoming debt maturities, contracting delays required altering its initial plans. Failure to secure follow-on work for the company's two smallest vessels later this year would almost certainly result in renewed pressure on the unit price. With the long-term outlook for the shuttle tanker market having improved in recent quarters, I continue to expect parent Knutsen NYK to make a move for the partnership after the dust from the recent distribution cut has settled. With weakness in the North Sea markets expected to persist for at least the remainder of the year and a potential bid from the parent company still several quarters in the future, there appears to be very little reason for investors to initiate new positions at this time. Read the full article on Seeking Alpha주주 수익률
| KNOP | US Oil and Gas | US 시장 | |
|---|---|---|---|
| 7D | -2.7% | 0.9% | -2.6% |
| 1Y | 56.2% | 20.3% | 20.0% |
수익률 대 산업: KNOP은 지난 1년 동안 20.3%의 수익을 기록한 US Oil and Gas 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: KNOP은 지난 1년 동안 20%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| KNOP volatility | |
|---|---|
| KNOP Average Weekly Movement | 3.9% |
| Oil and Gas Industry Average Movement | 6.3% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: KNOP는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: KNOP의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2013 | 1 | Derek Lowe | www.knotoffshorepartners.com |
KNOT Offshore Partners LP는 자회사와 함께 영국과 브라질에서 셔틀 탱커를 인수, 소유, 운영하고 있습니다. 이 회사는 해상 유전 시설에서 육상 터미널 및 정유 공장으로 원유를 적재, 운송, 응축 및 배출합니다. 이 회사는 석유 메이저와 국영 석유 회사에 서비스를 제공합니다.
KNOT Offshore Partners LP 기초 지표 요약
| KNOP 기초 통계 | |
|---|---|
| 시가총액 | US$348.99m |
| 순이익 (TTM) | US$11.51m |
| 매출 (TTM) | US$369.59m |
30.0x
주가수익비율(P/E)0.9x
주가매출비율(P/S)KNOP는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| KNOP 손익계산서 (TTM) | |
|---|---|
| 매출 | US$369.59m |
| 매출원가 | US$135.36m |
| 총이익 | US$234.23m |
| 기타 비용 | US$222.72m |
| 순이익 | US$11.51m |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 0.33 |
| 총이익률 | 63.38% |
| 순이익률 | 3.11% |
| 부채/자본 비율 | 149.6% |
KNOP의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
2.0%
현재 배당 수익률39%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/26 17:27 |
| 종가 | 2026/06/26 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
KNOT Offshore Partners LP는 10명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Charles Fratt | Alliance Global Partners |
| Richard Gross | Barclays |
| Gabriel Moreen | BofA Global Research |