KNOT Offshore Partners (KNOP) Hisse Özeti
KNOT Offshore Partners LP, iştirakleri ile birlikte Birleşik Krallık ve Brezilya'da mekik tankerleri satın almakta, sahip olmakta ve işletmektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 2/6 |
| Gelecekteki Büyüme | 3/6 |
| Geçmiş Performans | 3/6 |
| Finansal Sağlık | 0/6 |
| Temettüler | 3/6 |
Ödüller
Risk Analizi
KNOP Community Fair Values
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Analyst Price Targets
KNOT Offshore Partners LP Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$9.98 |
| 52 Haftanın En Yüksek Seviyesi | US$11.78 |
| 52 Haftanın En Düşük Seviyesi | US$6.16 |
| Beta | -0.078 |
| 1 Aylık Değişim | -9.27% |
| 3 Aylık Değişim | 0.30% |
| 1 Yıllık Değişim | 56.18% |
| 3 Yıllık Değişim | 102.02% |
| 5 Yıllık Değişim | -50.20% |
| Halka arzdan bu yana değişim | -54.20% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • 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
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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
Anlatı Güncellemesi • 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 AlphaAnlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Yeni Anlatı • 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 AlphaHissedar Getirileri
| KNOP | US Oil and Gas | US Pazar | |
|---|---|---|---|
| 7D | -2.7% | 1.0% | -2.5% |
| 1Y | 56.2% | 20.2% | 19.0% |
Getiri vs. Endüstri: KNOP geçen yıl % 20.2 oranında getiri sağlayan US Oil and Gas sektörünü aştı.
Getiri vs Piyasa: KNOP geçen yıl % 19 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| KNOP volatility | |
|---|---|
| KNOP Average Weekly Movement | 3.7% |
| Oil and Gas Industry Average Movement | 6.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: KNOP son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: KNOP 'nin haftalık oynaklığı ( 4% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2013 | 1 | Derek Lowe | www.knotoffshorepartners.com |
KNOT Offshore Partners LP, iştirakleri ile birlikte Birleşik Krallık ve Brezilya'da mekik tankerleri satın alır, sahibi olur ve işletir. Şirket, ham petrolü açık deniz petrol sahası tesislerinden kara terminallerine ve rafinerilere yükler, taşır, yoğunlaştırır ve tahliye eder. Petrol devlerine ve ulusal petrol şirketlerine hizmet vermektedir.
KNOT Offshore Partners LP Temel Bilgiler Özeti
| KNOP temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$344.84m |
| Kazançlar(TTM) | US$11.51m |
| Gelir(TTM) | US$369.59m |
30.0x
F/K Oranı0.9x
P/S OranıKNOP aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| KNOP gelir tablosu (TTM) | |
|---|---|
| Gelir | US$369.59m |
| Gelir Maliyeti | US$135.36m |
| Brüt Kâr | US$234.23m |
| Diğer Giderler | US$222.72m |
| Kazançlar | US$11.51m |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 0.33 |
| Brüt Marj | 63.38% |
| Net Kâr Marjı | 3.11% |
| Borç/Özkaynak Oranı | 149.6% |
KNOP uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
2.0%
Mevcut Temettü Verimi39%
Ödeme OranıŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/06/28 10:18 |
| Gün Sonu Hisse Fiyatı | 2026/06/26 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
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| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
KNOT Offshore Partners LP 10 Bu analistlerden 3, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Charles Fratt | Alliance Global Partners |
| Richard Gross | Barclays |
| Gabriel Moreen | BofA Global Research |