Kodiak Gas Services
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
0
Funds holding %
of 7,139 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
1,073% more call options, than puts
Call options by funds: $7.37M | Put options by funds: $628K
261% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 18
118% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 38
113% more capital invested
Capital invested by funds: $939M [Q3] → $2B (+$1.06B) [Q4]
25% more funds holding
Funds holding: 162 [Q3] → 203 (+41) [Q4]
17.82% more ownership
Funds ownership: 38.31% [Q3] → 56.12% (+17.82%) [Q4]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$42
4%
downside
Avg. target
$47
7%
upside
High target
$55
26%
upside
5 analyst ratings
3 positive
60%
2 neutral
40%
0 negative
0%
Mizuho Gabriel Moreen 92% 1-year accuracy 34 / 37 met price target | 26%upside $55 | Outperform Maintained | 3 Feb 2025 |
Citigroup Douglas Irwin 100% 1-year accuracy 4 / 4 met price target | 10%upside $48 | Buy Maintained | 14 Jan 2025 |
Barclays Theresa Chen 46% 1-year accuracy 12 / 26 met price target | 1%upside $44 | Equal-Weight Maintained | 13 Jan 2025 |
JP Morgan Jeremy Tonet 90% 1-year accuracy 27 / 30 met price target | 4%downside $42 | Neutral Maintained | 29 Nov 2024 |
Goldman Sachs John Mackay 78% 1-year accuracy 18 / 23 met price target | 1%upside $44 | Buy Maintained | 26 Nov 2024 |
Financial journalist opinion
Based on 3 articles about KGS published over the past 30 days
Positive
Zacks Investment Research
1 week ago
Is Kodiak Gas Services, Inc. (KGS) Outperforming Other Oils-Energy Stocks This Year?
Here is how Kodiak Gas Services (KGS) and Plains All American Pipeline (PAA) have performed compared to their sector so far this year.
Neutral
PRNewsWire
2 weeks ago
EQT completes sale of common stock of Kodiak Gas Services pursuant to Rule 144
The sale resulted in gross proceeds of c. USD177 million NEW YORK , Feb. 3, 2025 /PRNewswire/ -- An affiliate of the funds known as EQT Infrastructure III and EQT Infrastructure IV ("EQT") is pleased to announce the completion of the sale (the "Sale") of c.
Neutral
Business Wire
2 weeks ago
Kodiak Gas Services Announces Quarterly Dividend and Fourth Quarter and Full Year 2024 Earnings Release and Conference Call Schedule
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 $0.41 per share of common stock for the fourth quarter of 2024 (the “Common Stock Dividend”). This Common Stock Dividend will be paid on February 21, 2025 to all stockholders of record as of the close of business on February 14, 2025. In conjunction with the Common Stock Dividend, Kodiak Gas Services, LLC (“Kodiak S.
Neutral
PRNewsWire
2 months ago
EQT completes public offering of common stock of Kodiak Gas Services
The offering resulted in gross proceeds of USD232,925,000 NEW YORK , Dec. 13, 2024 /PRNewswire/ -- An affiliate of the funds known as EQT Infrastructure III and EQT Infrastructure IV ("EQT") is pleased to announce the completion of an underwritten public offering (the "Offering") of 5,500,000 shares of common stock of Kodiak Gas Services, Inc. (NYSE: KGS) (the "Company") for gross proceeds of USD232,925,000. Goldman Sachs & Co. LLC and J.P.
Neutral
Business Wire
2 months ago
Kodiak Gas Services Announces Pricing of Underwritten Offering of 5,500,000 Shares of Common Stock by Selling Stockholder
THE WOODLANDS, Texas--(BUSINESS WIRE)--Kodiak Gas Services, Inc. (NYSE: KGS) (“Kodiak” or the “Company”) today announced the pricing of an underwritten offering (the “Offering”) of 5,500,000 shares of its common stock by an affiliate of the funds known as EQT Infrastructure III and EQT Infrastructure IV (the “selling stockholder”) resulting in total gross proceeds of $232,925,000. Kodiak will not sell any shares of its common stock in the Offering and will not receive any proceeds from the sale.
Neutral
Business Wire
2 months ago
Kodiak Gas Services Announces Public Offering of Common Stock by Selling Stockholder
THE WOODLANDS, Texas--(BUSINESS WIRE)--Kodiak Gas Services, Inc. (NYSE: KGS) (“Kodiak” or the “Company”) today announced the underwritten public offering (the “Offering”) of 5,500,000 shares of its common stock by an affiliate of the funds known as EQT Infrastructure III and EQT Infrastructure IV (the “selling stockholder”). Kodiak will not sell any shares of its common stock in the Offering and will not receive any proceeds from the sale of the shares of its common stock being offered by the s.
Negative
Zacks Investment Research
2 months ago
3 Must-Watch Oil Equipment Stocks Rising Above Industry Challenges
Lower equipment demand and impact of uncontracted periods on offshore drilling equipment needs make the outlook for the Zacks Oil and Gas- Mechanical and Equipment industry gloomy. NOV, Kodiak Gas (KGS) and Matrix Service (MTRX) are trying to survive industry challenges.
Neutral
Business Wire
3 months ago
Kodiak Gas Services Announces Pricing of Upsized Offering of Common Stock by Selling Stockholder
THE WOODLANDS, Texas--(BUSINESS WIRE)--Kodiak Gas Services, Inc. (NYSE: KGS) (“Kodiak” or the “Company”) today announced the pricing of an upsized underwritten public offering (the “Offering”) of 5,708,885 shares of its common stock by an affiliate of the funds known as EQT Infrastructure III and EQT Infrastructure IV (the “selling stockholder”) at a price to the public of $34.50 per share. The selling stockholder granted the underwriters a 30-day option to purchase up to an additional 856,332.
Neutral
Business Wire
3 months ago
Kodiak Gas Services Announces Public Offering of Common Stock by Selling Stockholder
THE WOODLANDS, Texas--(BUSINESS WIRE)--Kodiak Gas Services, Inc. (NYSE: KGS) (“Kodiak” or the “Company”) today announced the commencement of an underwritten public offering (the “Offering”) of 4,853,556 shares of its common stock by an affiliate of the funds known as EQT Infrastructure III and EQT Infrastructure IV (the “selling stockholder”). The selling stockholder intends to grant the underwriters a 30-day option to purchase up to an additional 728,034 shares of the Company's common stock. K.
Neutral
Business Wire
3 months ago
Kodiak Gas Services Announces $50 Million Share Repurchase Program
THE WOODLANDS, Texas--(BUSINESS WIRE)--Kodiak Gas Services, Inc. (NYSE: KGS) (“Kodiak” or the “Company”) today announced that its Board of Directors (the “Board”) has approved a share repurchase program, with authorization to purchase up to an aggregate of $50 million of the Company's common stock (the “Share Repurchase Program”), commencing on the date thereof and expiring on December 31, 2025. Repurchases under the Share Repurchase Program may be made from time to time through open market rep.
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