KOS Share Price Performance
US$2.57
0.45 (21.23%)
14.5% overvalued intrinsic discount
US$2.24
Fair Value
Price US$2.57
AnalystConsensusTarget US$2.24
AnalystHighTarget US$3.50
AnalystLowTarget US$2.20
Fair ValueUS$2.24
Share Pricen/a
Kosmos Energy Ltd. Stock Price
- 3 Narratives written by author
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- 47 Fair Values set on narratives written by author
KOS Community Narratives
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Fair Value US$2.24 14.5% overvalued intrinsic discount
KOS: Upcoming Production Increase Will Drive Share Price Higher
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Fair Value US$3.5 26.6% undervalued intrinsic discount
Global Urbanization Will Sustain Robust Offshore LNG Growth
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Fair Value US$2 28.5% overvalued intrinsic discount
Fossil Fuel Exposure Will Challenge Valuation Despite Future Upside
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KOS: Upcoming Production Increase Will Drive Share Price Higher
Key Takeaways Expansion in LNG output and enhanced oil production, underpinned by technology and strategic projects, are set to drive cash flow stability and long-term earnings growth. Geographic diversification and rigorous cost control increase revenue security, profit margins, and position the company as a key global energy supplier.Read more
389
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US$2.24
14.5% overvalued intrinsic discount
AnalystConsensusTarget's Fair Value
Profit Margin
14.48%
Future PE
6.35x
Price in 2029
US$2.96
Global Urbanization Will Sustain Robust Offshore LNG Growth
Key Takeaways Operational outperformance, aggressive cost management, and expansion in LNG and oil position Kosmos for outsized margin expansion and free cash flow growth beyond consensus. Strategic Atlantic presence, advanced technology adoption, and global market shifts support sustainable higher prices, reserve upgrades, and long-term revenue and valuation growth.Read more
37
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US$3.5
26.6% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Profit Margin
14.23%
Future PE
9.88x
Price in 2029
US$4.98
Fossil Fuel Exposure Will Challenge Valuation Despite Future Upside
Key Takeaways Reliance on fossil fuel demand leaves Kosmos vulnerable to renewable energy transition, regulatory changes, and shifts in global energy consumption patterns, risking long-term profitability and growth. Concentration in West African offshore assets and higher leverage expose the company to geopolitical, operational, and financing risks that could constrain cash flow and earnings potential.Read more
33
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AN
US$2
28.5% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Profit Margin
14.88%
Future PE
6.83x
Price in 2028
US$2.83
Trending Discussion
Recently Updated Narratives
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KOS: Future Production And LNG Ramp Will Still Face Asset Impairment Risk
Fair Value: US$2.24 14.5% overvalued intrinsic discount
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AN
KOS: Future Production Guidance Will Support A More Optimistic Share Outlook
Fair Value: US$3.5 26.6% undervalued intrinsic discount
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Fossil Fuel Exposure Will Challenge Valuation Despite Future Upside
Fair Value: US$2 28.5% overvalued intrinsic discount
2 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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Snowflake Analysis
Kosmos Energy Ltd. Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
- -1.45
- 45.02%
- -54.27%
- 577.5%
About KOS
- Founded
- 2003
- Employees
- 216
- CEO
- WebsiteView website
Kosmos Energy Ltd., a deepwater exploration and production company, engages in the exploration, development, and production of oil and natural gas properties. It has oil and gas production projects in offshore Ghana, Equatorial Guinea, Mauritania, Senegal, and the Gulf of America. The company was founded in 2003 and is headquartered in Dallas, Texas.
