Kodiak Gas Services (NYSE:KGS) Stock Gets Price Target Trim from Stifel Nicolaus

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

KGS has been the topic of several other research reports. UBS Group reissued a “buy” rating on shares of Kodiak Gas Services in a research note on Friday, October 16th. Royal Bank Of Canada decreased their price objective on shares of Kodiak Gas Services from $88.00 to $82.00 and set an “outperform” rating on the stock in a research report on Friday, October 16th. JPMorgan Chase & Co. decreased their target price on Kodiak Gas Services from $79.00 to $78.00 and set an “overweight” rating on the stock in a research report on Thursday, October 8th. Mizuho set a $68.00 price target on Kodiak Gas Services in a research report on Tuesday. Finally, Piper Sandler initiated coverage on shares of Kodiak Gas Services in a research note on Tuesday, July 28th. They issued an “overweight” rating and a $78.00 price target on the stock. Fourteen 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 data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $76.83.

Kodiak Gas Services Stock Performance

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

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

Insiders Place Their Bets

In other news, COO William Lenamon sold 1,000 shares of the firm’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 transaction of $53,250.00. Following the transaction, the chief operating officer directly owned 84,294 shares in the company, valued at approximately $4,488,655.50. This trade represents a 1.17% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Pedro R. Buhigas sold 3,663 shares of the company’s stock in a transaction on Wednesday, September 16th. The stock was sold at an average price of $58.14, for a total transaction of $212,966.82. Following the transaction, the insider owned 32,413 shares of the company’s stock, valued at approximately $1,884,491.82. The trade was a 10.15% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 23,002 shares of company stock worth $1,325,334 over the last ninety days. Corporate insiders own 0.64% of the company’s stock.

Institutional Trading of Kodiak Gas Services

A number of hedge funds have recently added to or reduced their stakes in the business. Hanseatic Management Services Inc. raised its position in shares of Kodiak Gas Services by 2.0% in the third quarter. Hanseatic Management Services Inc. now owns 15,633 shares of the company’s stock valued at $828,000 after purchasing an additional 310 shares during the period. PNC Financial Services Group Inc. boosted its stake in shares of Kodiak Gas Services by 29.5% during the first quarter. PNC Financial Services Group Inc. now owns 1,545 shares of the company’s stock valued at $90,000 after purchasing an additional 352 shares during the period. Public Employees Retirement System of Ohio bought a new position in Kodiak Gas Services during the 2nd quarter valued at approximately $29,000. Oregon Public Employees Retirement Fund increased its position in shares of Kodiak Gas Services by 1.8% during the third quarter. Oregon Public Employees Retirement Fund now owns 22,700 shares of the company’s stock valued at $1,202,000 after buying an additional 400 shares during the period. Finally, GAMMA Investing LLC boosted its holdings in shares of Kodiak Gas Services by 20.8% during the 2nd quarter. GAMMA Investing LLC now owns 2,646 shares of the company’s stock valued at $199,000 after buying an additional 456 shares in the last quarter. 24.95% of the stock is owned by institutional investors and hedge funds.

Key Headlines 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.