Kodiak Gas Services (NYSE:KGS) Given New $90.00 Price Target at Stifel Nicolaus

Kodiak Gas Services (NYSE:KGS) had its price target lowered by Stifel Nicolaus from $92.00 to $90.00 in a report issued on Tuesday, Benzinga reports. The firm currently has a “buy” rating on the stock. Stifel Nicolaus‘s price objective suggests a potential upside of 104.41% from the company’s previous close.

Several other analysts have also issued reports on KGS. Piper Sandler began coverage on shares of Kodiak Gas Services in a report on Tuesday, July 28th. They issued an “overweight” rating and a $78.00 price objective on the stock. JPMorgan Chase & Co. reduced their price objective on shares of Kodiak Gas Services from $79.00 to $78.00 and set an “overweight” rating for the company in a research report on Thursday, October 8th. Raymond James Financial reaffirmed an “outperform” rating and issued a $70.00 target price on shares of Kodiak Gas Services in a research note on Tuesday. Jefferies Financial Group set a $52.00 price objective on Kodiak Gas Services in a report on Tuesday. Finally, UBS Group reiterated a “buy” rating on shares of Kodiak Gas Services in a research note on Friday, October 16th. Fourteen investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, Kodiak Gas Services has a consensus rating of “Moderate Buy” and an average target price of $76.83.

Kodiak Gas Services Trading Up 5.7%

Shares of KGS opened at $44.03 on Tuesday. Kodiak Gas Services has a 1-year low of $32.55 and a 1-year high of $77.68. The company has a debt-to-equity ratio of 1.28, a current ratio of 1.45 and a quick ratio of 1.15. The company has a 50-day moving average of $52.60 and a 200 day moving average of $59.11. The firm has a market capitalization of $4.46 billion, a price-to-earnings ratio of 52.04 and a beta of 1.07.

Kodiak Gas Services (NYSE:KGS) last announced its earnings results on Monday, November 9th. The company reported $0.70 earnings per share for the quarter, beating the consensus estimate of $0.62 by $0.08. Kodiak Gas Services had a net margin of 5.77% and a return on equity of 11.92%. The company had revenue of $401.79 million during the quarter, compared to the consensus estimate of $387.50 million. During the same period last year, the firm earned $0.36 earnings per share. Kodiak Gas Services’s revenue was up 24.5% compared to the same quarter last year. On average, research analysts expect that Kodiak Gas Services will post 2.43 EPS for the current year.

Insider Buying and Selling at Kodiak Gas Services

In related news, COO William Lenamon sold 1,000 shares of the business’s stock in a transaction that occurred on Monday, October 12th. The shares were sold at an average price of $53.25, for a total value of $53,250.00. Following the completion of the sale, the chief operating officer directly owned 84,294 shares in the company, valued at approximately $4,488,655.50. The trade was a 1.17% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Pedro R. Buhigas sold 3,663 shares of the firm’s stock in a transaction that occurred on Wednesday, September 16th. The shares were sold at an average price of $58.14, for a total transaction of $212,966.82. Following the completion of the transaction, the insider owned 32,413 shares in the company, valued at $1,884,491.82. The trade was a 10.15% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 23,002 shares of company stock worth $1,325,334. 0.64% of the stock is owned by insiders.

Hedge Funds Weigh In On Kodiak Gas Services

Large investors have recently bought and sold shares of the business. Teachers Retirement System of The State of Kentucky lifted its stake in Kodiak Gas Services by 1.3% during the third quarter. Teachers Retirement System of The State of Kentucky now owns 56,452 shares of the company’s stock valued at $2,990,000 after buying an additional 703 shares in the last quarter. Morse Asset Management Inc bought a new stake in shares of Kodiak Gas Services during the 3rd quarter worth $164,000. Bessemer Group Inc. lifted its holdings in shares of Kodiak Gas Services by 41.0% during the third quarter. Bessemer Group Inc. now owns 7,541 shares of the company’s stock worth $400,000 after buying an additional 2,192 shares during the last quarter. Aberdeen Group plc increased its stake in Kodiak Gas Services by 13.5% during the third quarter. Aberdeen Group plc now owns 293,768 shares of the company’s stock valued at $15,561,000 after acquiring an additional 34,852 shares during the period. Finally, Fifth Third Bancorp lifted its holdings in shares of Kodiak Gas Services by 11.5% during the 3rd quarter. Fifth Third Bancorp now owns 172,754 shares of the company’s stock worth $9,151,000 after acquiring an additional 17,865 shares during the period. Institutional investors own 24.95% of the company’s stock.

Key Stories Impacting Kodiak Gas Services

Here are the key news stories impacting Kodiak Gas Services this week:

• Positive Sentiment: Kodiak reported Q3 earnings of $0.70 per share, above the $0.62 consensus estimate and up from $0.36 a year earlier. Revenue rose 24.5% year over year to $401.8 million, also beating expectations of $387.5 million. Kodiak Q3 2026 results and guidance
• Positive Sentiment: The company increased its full-year 2026 Adjusted EBITDA and discretionary cash flow guidance. Its EBITDA outlook has a midpoint of $850 million, supporting the positive market reaction. Kodiak targets $850 million EBITDA midpoint
• Positive Sentiment: Kodiak highlighted the addition of approximately 170,000 horsepower, alongside record Compression Infrastructure segment revenue of $318.4 million—indicators of expanding operating activity. Kodiak Q3 2026 operating highlights

Kodiak Gas Services Company Profile

Kodiak Gas Services provides contract natural gas compression services to energy companies in the United States. Its equipment helps move natural gas from production sites through gathering and processing systems and into pipelines.

The company supplies, installs, operates and maintains compression equipment, including large-horsepower compressor units. Its services support natural gas production and transportation across major U.S. oil and gas regions.

Based in The Woodlands, Texas, Kodiak became a publicly traded company in 2023.