Kodiak Gas ServicesKGS
Market Cap: $2.25B
About: Kodiak Gas Services Inc is an operator of contract compression infrastructure in the United States. It manages business through two operating segments namely Compression Operations and Other Services. Compression Operations consist of operating company-owned and customer-owned compression infrastructure for customers, pursuant to fixed-revenue contracts to enable the production, gathering and transportation of natural gas and oil. Other Services consist of a full range of contract services to support the needs of customers, including station construction, maintenance and overhaul and other ancillary time and material-based offerings.
Employees: 781
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
501% more call options, than puts
Call options by funds: $4.63M | Put options by funds: $771K
117% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 18
59% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 34
17% more funds holding
Funds holding: 121 [Q1] → 142 (+21) [Q2]
12% more capital invested
Capital invested by funds: $545M [Q1] → $610M (+$65.6M) [Q2]
0.84% more ownership
Funds ownership: 25.73% [Q1] → 26.57% (+0.84%) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
RBC Capital Elvira Scotto 76% 1-year accuracy 13 / 17 met price target | 16%upside $31 | Outperform Maintained | 21 Aug 2024 |
Truist Securities Neal Dingmann 31% 1-year accuracy 40 / 131 met price target | 31%upside $35 | Buy Maintained | 15 Aug 2024 |
Stifel Selman Akyol 65% 1-year accuracy 15 / 23 met price target | 31%upside $35 | Buy Maintained | 14 Aug 2024 |
Barclays Theresa Chen 41% 1-year accuracy 9 / 22 met price target | 9%upside $29 | Equal-Weight Reinstated | 17 Jul 2024 |
Financial journalist opinion
Based on 5 articles about KGS published over the past 30 days