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KOS logo

Kosmos Energy Ltd. Stock Price

NYSE:KOS Community·US$1.7b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 56 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

KOS Share Price Performance

US$2.94
1.21 (69.94%)
​
US$3.11
Fair Value
US$2.94
1.21 (69.94%)
5.5% undervalued intrinsic discount
US$3.11
Fair Value
Price US$2.94
AnalystConsensusTarget US$3.11
HedgeY US$4.25
AnalystLowTarget US$1.50
Thu, 25 Jun 26
Fair ValueUS$3.11
Share Pricen/a

KOS Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$3.11 5.5% undervalued intrinsic discount

KOS: Upcoming Production Increase Will Drive Share Price Higher

0users have liked this narrative
0users have commented on this narrative
27users have followed this narrative
HE
HedgeY
HedgeY's
Fair Value
·
Fair Value US$4.25 30.8% undervalued intrinsic discount

A Leveraged Bet on Offshore Cash Flow and Balance-Sheet Repair

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$1.5 96.0% overvalued intrinsic discount

Fossil Fuel Exposure Will Challenge Valuation Despite Future Upside

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
KOS logo
Kosmos Energy
30.8% undervalued intrinsic discount

A Leveraged Bet on Offshore Cash Flow and Balance-Sheet Repair

View narrative
HE
HedgeY
Emerging Author
HedgeY
Published 10 May
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KOS logo
Kosmos Energy
36.6% undervalued intrinsic discount

Global Urbanization Will Sustain Robust Offshore LNG Growth

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AN
AnalystHighTarget
AnalystHighTarget
Updated 3 Sep
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KOS logo
Kosmos Energy
96.0% overvalued intrinsic discount

Fossil Fuel Exposure Will Challenge Valuation Despite Future Upside

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 15 Aug
Read Narrative
KOS logo
Kosmos Energy
5.5% undervalued intrinsic discount

KOS: Upcoming Production Increase Will Drive Share Price Higher

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 25 Jun
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

HE
HedgeY
KOS logo

A Leveraged Bet on Offshore Cash Flow and Balance-Sheet Repair

Fair Value: US$4.25 30.8% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
KOS logo

KOS: Future Production Gains Will Support A More Optimistic Outlook

Fair Value: US$4.64 36.6% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
KOS logo

KOS: Softer Revenue Outlook Will Likely Outweigh Higher Margins

Fair Value: US$1.5 96.0% overvalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Undervalued with moderate growth potential.

2 Risks
3 Rewards
View Full Analysis

Kosmos Energy Ltd. Key Details

US$1.6b

Revenue

US$608.5m

Cost of Revenue

US$976.1m

Gross Profit

US$1.5b

Other Expenses

-US$542.2m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-0.91
61.60%
-34.22%
379.1%
View Full Analysis

About KOS

Founded
2003
Employees
216
CEO
Andrew Inglis
WebsiteView website
www.kosmosenergy.com

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.

Recent KOS News & Updates

Seeking Alpha • Sep 08

Kosmos Energy: Deleveraging And Great Operational Performance Will Deliver Strong Results

Summary Kosmos Energy remains highly attractive, with a fair value of $4.50 per share, implying over 60% upside. KOS is executing a successful drilling campaign at Jubilee, targeting gross production above 90,000 boe/day and further Gulf of America growth in 2027. Strong deleveraging is expected, with net debt projected below 2x by year-end and substantial free cash flow in 2027. Risks include oil price volatility and operational concentration, but hedging and deleveraging efforts mitigate downside exposure. Read the full article on Seeking Alpha
User avatar
Narrative Update • Sep 03

KOS: Future Production Gains Will Support A More Optimistic Outlook

Analysts have trimmed their price target for Kosmos Energy to $4.64 from $4.95, reflecting updated views on a lower projected revenue growth rate, a slightly higher profit margin, and a reduced future P/E multiple. What’s in the News for Kosmos Energy Kosmos Energy issued new production guidance for the third quarter of 2026, with expected output between 68,000 and 72,000 barrels of oil equivalent per day, and full-year 2026 production guidance between 69,000 and 74,000 barrels of oil equivalent per day.
User avatar
Narrative Update • Aug 15

KOS: Softer Revenue Outlook Will Likely Outweigh Higher Margins

Analysts have reduced their price target for Kosmos Energy from $1.64 to $1.50, citing updated assumptions that now factor in a revenue decline, a slightly different discount rate, a modestly higher profit margin, and a lower future P/E multiple. What’s in the News for Kosmos Energy Kosmos Energy issued new production guidance for the third quarter of 2026, with expected output between 68,000 and 72,000 barrels of oil equivalent per day, and full year 2026 guidance between 69,000 and 74,000 barrels of oil equivalent per day.

Recent updates

No updates

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