Baker Hughes Boosts Power Growth With Multi-Year KGS Agreement
BKR expands its power infrastructure business through a multi-year Kodiak Gas deal supporting growing electricity demand from AI and data centers.
KGS - Kodiak Gas Services, Inc.
Price:
--
--
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CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$83.33
DETAILS
HIGH:
$93.00
LOW:
$72.00
MEDIAN:
$84.00
CONSENSUS:
$83.33
UPSIDE:
23.08%
Stock News
Kodiak Gas Powers Multi-Year Turbine Push with Baker Hughes
Kodiak Gas Services, Inc. (NYSE:KGS) shares are up on Wednesday as the company announced a multi-year agreement with Baker Hughes Company (NASDAQ:BKR).
NESR vs. KGS: Which Stock Is the Better Value Option?
Investors interested in stocks from the Oil and Gas - Mechanical and and Equipment sector have probably already heard of National Energy Services Reunited (NESR) and Kodiak Gas Services (KGS). But which of these two stocks is more attractive to value investors?
Implied Volatility Surging for Kodiak Gas Services Stock Options
Investors need to pay close attention to KGS stock based on the movements in the options market lately.
Kodiak Gas Services: Distributed Power Can Support A Buy Rating
Initiate buy rating on Kodiak Gas Services due to its high-margin compression base and substantial distributed power growth runway. KGS's compression segment operates at 98% utilization with 70% gross margins, providing stable baseline earnings and capital for expansion. The distributed power segment targets >2 GW by 2030, offering significant EBITDA growth potential as data centers seek rapid, reliable power.
NESR or KGS: Which Is the Better Value Stock Right Now?
Investors looking for stocks in the Oil and Gas - Mechanical and and Equipment sector might want to consider either National Energy Services Reunited (NESR) or Kodiak Gas Services (KGS). But which of these two companies is the best option for those looking for undervalued stocks?
Why Kodiak Gas Could Become An AI Power Winner
I am rating Kodiak Gas Services (KGS) a Strong Buy because I believe the company is evolving from a high-quality compression business into a mission-critical power infrastructure platform for data-centers. My 2028 adjusted EBITDA estimate is $1.2Bn, built from compression, DPS power platform, and new power capacity additions. My price target is $130, representing 78% upside potential from current $73 price. I arrive at my PT by using 12.21x FWD EV/EBITDA multiple and $1.2Bn adjusted EBITDA.
Kingman Permits for Additional 16-Hole Drill Program at High-Grade Mohave Gold Project and Historic Rosebud Mine Site
Vancouver, British Columbia--(Newsfile Corp. - May 20, 2026) - Kingman Minerals Ltd. (TSXV: KGS) (OTCQB: KGSSF) (FSE: 47A1) ("Kingman" or the "Company") is pleased to announce that the Company has received approval for an additional 16-hole exploratory drill program in and around the historic Rosebud Mine site.
Kodiak Gas Services Announces Pricing of Public Offering of Common Stock
THE WOODLANDS, Texas--(BUSINESS WIRE)--Kodiak Gas Services, Inc. (NYSE: KGS) (“Kodiak” or the “Company”) today announced that it has priced its previously announced underwritten public offering of 10,563,380 shares of common stock (the “Offering”) at a price to the public of $71.00 per share. Additionally, the Company has granted the underwriters a 30-day option to purchase up to an additional 1,584,507 shares of its common stock from the Company at the public offering price, less underwriting.
Kodiak Announces Proposed Public Offering of Common Stock
THE WOODLANDS, Texas--(BUSINESS WIRE)--Kodiak Gas Services, Inc. (NYSE: KGS) (“Kodiak” or the “Company”) today announced that it has commenced an underwritten public offering of $750,000,000 of its shares of common stock (the “Offering”). Additionally, the Company intends to grant the underwriters a 30-day option to purchase up to an additional $112,500,000 of shares of common stock from the Company. The Offering is subject to market and other conditions, and there can be no assurance as to whe.
Kodiak Gas Services: Easy Money Has Been Made On This Stock (Downgrade)
Kodiak Gas Services delivered strong Q1 2026 results, with record adjusted EBITDA and robust discretionary cash flow growth. KGS benefits from tight compression equipment supply, rising pricing power, and long-duration customer contracts, supporting stable cash flows. The company is expanding into distributed power generation, targeting data center demand and securing significant future capacity.
Kodiak Gas Services, Inc. (KGS) Q1 2026 Earnings Call Transcript
Kodiak Gas Services, Inc. (KGS) Q1 2026 Earnings Call Transcript
Kodiak Gas Services Q1 Earnings Call Highlights
Kodiak Gas Services NYSE: KGS reported record first-quarter 2026 Adjusted EBITDA and raised its full-year outlook as the company highlighted continued strength in contract compression and outlined an aggressive growth plan for its newly acquired distributed power business.
Kodiak Gas Services (KGS) Q1 Earnings and Revenues Top Estimates
Kodiak Gas Services (KGS) came out with quarterly earnings of $0.59 per share, beating the Zacks Consensus Estimate of $0.54 per share. This compares to earnings of $0.42 per share a year ago.
Kodiak Gas Services Reports First Quarter 2026 Financial Results, Increases Full Year 2026 Guidance to Include Distributed Power Business and Provides Power Generation Capacity Update and Growth Outlook
THE WOODLANDS, Texas--(BUSINESS WIRE)--Kodiak Gas Services, Inc. (NYSE: KGS) (“Kodiak” or the “Company”) today reported financial and operating results for the quarter ended March 31, 2026. The Company announced increased full-year 2026 guidance to incorporate the contribution from the recently-closed acquisition of Distributed Power Solutions, LLC (DPS). Kodiak also announced that it has procured over 260 megawatts (MWs) of additional power generation capacity and expects annual growth of 300.
Kodiak Gas Services Announces Quarterly Dividend
THE WOODLANDS, Texas--(BUSINESS WIRE)--Kodiak Gas Services, Inc. (NYSE: KGS), (“Kodiak” or the “Company”) today announced that its board of directors has declared a cash dividend of $0.49 per share of common stock for the first quarter of 2026 (the “Common Stock Dividend”). This Common Stock Dividend will be paid on May 28, 2026 to all stockholders of record as of the close of business on May 18, 2026. In conjunction with the Common Stock Dividend, Kodiak Gas Services, LLC (“Kodiak Services”),.
Kodiak Gas Services Announces First Quarter 2026 Earnings Release and Conference Call Timing
THE WOODLANDS, Texas--(BUSINESS WIRE)--Kodiak Gas Services, Inc. (NYSE: KGS), ("Kodiak" or the "Company") today announced that it will release first quarter 2026 financial results on Monday, May 11, 2026 before the market opens. In conjunction with the release, the Company will host a conference call and webcast on Monday, May 11, 2026 at 11:00 a.m. Eastern Time (10:00 a.m. Central Time). What: Kodiak Gas Services First Quarter 2026 Earnings Conference Call When: Monday, May 11, 2026 at.
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Kodiak Gas Services (KGS) Earnings Expected to Grow: What to Know Ahead of Q1 Release
Kodiak Gas (KGS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Price Targets
Kodiak Gas Services price target lowered to $72 from $76 at Barclays
$72.00
(was $68.01)
Theresa Chen
·
Barclays
Kodiak Gas Services initiated with a Buy at Jefferies
$79.00
(was $66.88)
Julien Dumoulin-Smith
·
Jefferies
Kodiak Gas Services initiated with an Overweight at Wells Fargo
$93.00
(was $73.65)
Wells Fargo
Kodiak Gas Services price target raised to $76 from $60 at Barclays
$76.00
(was $73.35)
Barclays
Kodiak Gas Services price target raised to $84 from $64 at RBC Capital
$84.00
(was $75.49)
Elvira Scotto
·
RBC Capital
Kodiak Gas Services price target raised to $88 from $69 at Goldman Sachs
$88.00
(was $74.23)
John Mackay
·
Goldman Sachs
Kodiak Gas Services price target raised to $84 from $62 at Stifel
$84.00
(was $75.41)
Stifel Nicolaus
Kodiak Gas Services price target raised to $69 from $60 at Goldman Sachs
$69.00
(was $63.25)
Goldman Sachs
Kodiak Gas Services price target raised to $49 from $42 at Barclays
$49.00
(was $47.31)
Barclays
Kodiak Gas Services upgraded to Overweight from Equal Weight at Barclays
$42.00
(was $35.69)
Barclays
Kodiak Gas Services price target lowered to $44 from $47 at Mizuho
$44.00
(was $35.26)
Mizuho Securities
Kodiak Gas Services price target raised to $48 from $46 at Stifel
$48.00
(was $33.94)
Selman Akyol
·
Stifel Nicolaus
Kodiak Gas Services price target lowered to $35 from $37 at Barclays
$35.00
(was $34.05)
Theresa Chen
·
Barclays
Kodiak Gas Services price target raised to $47 from $45 at Mizuho
$47.00
(was $35.94)
Gabriel Moreen
·
Mizuho Securities
Kodiak Gas Services price target raised to $43 from $42 at RBC Capital
$43.00
(was $34.64)
Elvira Scotto
·
RBC Capital
Kodiak Gas Services price target raised to $47 from $45 at Truist
$47.00
(was $35.30)
Truist Financial
Kodiak Gas Services price target lowered to $45 from $52 at RBC Capital
$45.00
(was $35.30)
Elvira Scotto
·
RBC Capital
Kodiak Gas Services price target raised to $35 from $31 at RBC Capital
$35.00
(was $31.49)
Elvira Scotto
·
RBC Capital
Kodiak Gas Services price target raised to $32 from $29 at Barclays
$32.00
(was $32.13)
Theresa Chen
·
Barclays
Kodiak Gas Services initiated with an Outperform at Mizuho
$36.00
(was $29.21)
Gabriel Moreen
·
Mizuho Securities