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Kodiak Gas Services, Inc. Stock Price

NYSE:KGS Community·US$6.5b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 13 Fair Values set on narratives written by author
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KGS Share Price Performance

US$62.50
28.79 (85.40%)
​
US$84.07
Fair Value
US$62.50
28.79 (85.40%)
25.7% undervalued intrinsic discount
US$84.07
Fair Value
Price US$62.50
AnalystConsensusTarget US$84.07
AnalystLowTarget US$69.00
AnalystHighTarget US$94.00
Thu, 25 Jun 26
Fair ValueUS$84.07
Share Pricen/a

KGS Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$84.07 25.7% undervalued intrinsic discount

Permian Basin And LNG Exports Will Unlock Future Opportunities

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4users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$69 9.4% undervalued intrinsic discount

Long Equipment Lead Times And Power Expansion Will Threaten Compression Utilization And Future Returns

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AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$94 33.5% undervalued intrinsic discount

Long-Term Natural Gas Infrastructure And AI-Driven Efficiencies Will Transform Compression And Power Services

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KGS logo
Kodiak Gas Services
9.4% undervalued intrinsic discount

Long Equipment Lead Times And Power Expansion Will Threaten Compression Utilization And Future Returns

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AN
AnalystLowTarget
AnalystLowTarget
Updated 10 Aug
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KGS logo
Kodiak Gas Services
25.7% undervalued intrinsic discount

Permian Basin And LNG Exports Will Unlock Future Opportunities

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 25 Jun
Read Narrative
KGS logo
Kodiak Gas Services
33.5% undervalued intrinsic discount

Long-Term Natural Gas Infrastructure And AI-Driven Efficiencies Will Transform Compression And Power Services

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AN
AnalystHighTarget
AnalystHighTarget
Updated 9 Jul
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystLowTarget
KGS logo

KGS: Behind The Meter Power Deals Will Drive Future Rerating Potential

Fair Value: US$69 9.4% 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
AnalystHighTarget
KGS logo

KGS: Behind The Meter Power Agreement Will Drive Future Re Rating Potential

Fair Value: US$94 33.5% 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
AnalystConsensusTarget
KGS logo

KGS: Longer Term Contracts And Data Center Power Buildout Will Drive Upside

Fair Value: US$84.07 25.7% undervalued intrinsic discount
4 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis

Reasonable growth potential with slight risk.

4 Risks
3 Rewards
View Full Analysis

Kodiak Gas Services, Inc. Key Details

US$1.4b

Revenue

US$503.4m

Cost of Revenue

US$889.0m

Gross Profit

US$810.7m

Other Expenses

US$78.3m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
0.77
63.85%
5.63%
125.8%
View Full Analysis

About KGS

Founded
2010
Employees
1300
CEO
Robert McKee
WebsiteView website
www.kodiakgas.com

Kodiak Gas Services, Inc. operates and provides contract compression infrastructure for customers in the oil and gas industry in the United States. It operates in two segments, Contract Services and Other Services. The Contract Services segment operates company-owned and customer-owned compression, and gas treating and cooling infrastructure to enable the production, gathering, processing, and transportation of natural gas and oil. The Other Services segment provides a range of services to support the needs of customers, including station construction, maintenance and overhaul, freight and crane charges, parts sales, and other ancillary time and material-based offerings. The company was formerly known as Frontier TopCo, Inc. Kodiak Gas Services, Inc. was founded in 2010 and is headquartered in The Woodlands, Texas.

Recent KGS News & Updates

Analysis Article • Aug 12

Kodiak Gas Services, Inc. Just Missed EPS By 18%: Here's What Analysts Think Will Happen Next

Investors in Kodiak Gas Services, Inc. ( NYSE:KGS ) had a good week, as its shares rose 2.6% to close at US$61.10...
Seeking Alpha • Aug 11

Kodiak Gas Services: Multiple Growth Tailwinds

Summary Kodiak Gas Services offers a compelling blend of high-utilization gas compression and emerging distributed power businesses, uniquely positioned for AI-driven data center demand. KGS targets expanding distributed power capacity from 405 MW to 2 GW by 2030, but this ambitious growth requires significant capital, exposing investors to leverage and dilution risks. Despite trading at a premium to tangible book and carrying $2.7B in debt, KGS demonstrates robust revenue growth, margin expansion, and nearly full fleet utilization. I rate KGS a cautious Buy for a small allocation; the recent pullback offers a more reasonable entry, but conviction is tempered by valuation and capital intensity. Read the full article on Seeking Alpha
User avatar
Narrative Update • Aug 10

KGS: Behind The Meter Power Deals Will Drive Future Rerating Potential

Kodiak Gas Services' analyst fair value estimate has shifted from $72 to $69 as analysts factor in a slightly higher discount rate, more moderate revenue growth assumptions, higher projected profit margins, and a higher future P/E multiple tied to its behind the meter power and data center opportunities. Analyst Commentary Recent Street research on Kodiak Gas Services has focused on how its compression business and behind the meter power opportunities may influence valuation.

Recent updates

No updates

Kodiak Gas Services, Inc. Competitors

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