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
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
942% more call options, than puts
Call options by funds: $6.25M | Put options by funds: $600K
92% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 24
74% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 35
50% more capital invested
Capital invested by funds: $624M [Q2] → $939M (+$315M) [Q3]
14% more funds holding
Funds holding: 142 [Q2] → 162 (+20) [Q3]
11.13% more ownership
Funds ownership: 27.17% [Q2] → 38.31% (+11.13%) [Q3]
100% less funds holding in top 10
Funds holding in top 10: 1 [Q2] → 0 (-1) [Q3]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
Citigroup Douglas Irwin 100% 1-year accuracy 4 / 4 met price target | 1%upside $48 | Buy Maintained | 14 Jan 2025 |
Barclays Theresa Chen 32% 1-year accuracy 9 / 28 met price target | 7%downside $44 | Equal-Weight Maintained | 13 Jan 2025 |
JP Morgan Jeremy Tonet 77% 1-year accuracy 23 / 30 met price target | 11%downside $42 | Neutral Maintained | 29 Nov 2024 |
Goldman Sachs John Mackay 78% 1-year accuracy 18 / 23 met price target | 7%downside $44 | Buy Maintained | 26 Nov 2024 |
RBC Capital Elvira Scotto 94% 1-year accuracy 30 / 32 met price target | 16%downside $40 | Outperform Maintained | 11 Nov 2024 |