Kodiak Gas (NYSE: KGS) CEO to sell shares under 10b5-1 plan
Kodiak Gas Services, Inc. (KGS) CEO Robert Michael McKee plans to sell 6,008 shares of common stock, valued at $360,660.24, through Goldman Sachs & Co. LLC on the NYSE. The sale is scheduled for August 19, 2026, and is being executed under a Rule 10b5-1(c) selling plan established on May 19, 2026. These shares were originally acquired as compensation in the form of Restricted Stock Units on July 3, 2025.
Oil Prices Have Investors Rethinking Kodiak Gas Services And Other Energy Stocks
Rising oil prices due to Middle East risks and global bond yields are shifting investor focus towards safety and away from some stock market sectors, influencing the perception of large energy producers. This article examines how these trends impact Kodiak Gas Services, Weatherford International, and Archrock, all of which are exposed to upstream energy activity and offer indirect plays on commodity prices. It highlights their revenue streams, market positions, potential advantages, and associated financial risks, urging investors to consider these factors beyond immediate headlines.
Kodiak Gas Services (KGS) Is Up 6.3% After Strong Q2 2026 Earnings And Dividend Declaration
Kodiak Gas Services (KGS) reported strong Q2 2026 results with revenue of US$391.12 million and net income of US$51.97 million, leading to a 6.3% stock increase. The company also declared a US$0.49 per-share cash dividend, demonstrating its ability to combine profit growth with consistent shareholder returns. Despite these positive results, the company's investment narrative highlights risks associated with managing high capital intensity and funding needs for its growth ambitions.
60,000 Shares in Kodiak Gas Services, Inc. $KGS Bought by Crown Advisors Management Inc.
Crown Advisors Management Inc. has acquired a new stake of 60,000 shares in Kodiak Gas Services, Inc. (NYSE:KGS), valued at approximately $4.5 million, representing 2.5% of Crown's portfolio. Kodiak Gas Services reported Q2 revenue of $391.1 million, exceeding expectations, though its EPS of $0.55 missed the consensus estimate of $0.67. Analysts maintain a "Moderate Buy" consensus for KGS, with an average price target of $78.89.
Quantinno Capital Management LP Increases Stock Position in Kodiak Gas Services, Inc. $KGS
Quantinno Capital Management LP significantly increased its stake in Kodiak Gas Services (NYSE: KGS) by 203.1% in Q1, bringing its total holdings to 25,579 shares valued at $1.49 million. Other institutional investors also adjusted their positions, and collective institutional ownership stands at 24.95%. Despite missing EPS estimates, Kodiak Gas Services reported strong revenue growth and declared a quarterly dividend, while analysts maintain a "Moderate Buy" rating with an average price target of $78.89.
Invesco Ltd. (KGS holder) reports 8.0% beneficial stake in Kodiak Gas
Invesco Ltd., acting as a parent holding company, has reported a beneficial ownership of 8.0% in Kodiak Gas Services Inc. (KGS), totaling 8,058,162 shares. Invesco maintains sole voting power over 7,814,117 shares and sole dispositive power over all 8,058,162 shares. The shares are held by clients of Invesco Ltd., and no single client holds more than 5% economic ownership of the class.
RBC Adjusts PT on Kodiak Gas Services to $88 From $84, Maintains Outperform Rating
RBC Capital Markets has increased its price target for Kodiak Gas Services (KGS) to $88 from $84, while reiterating an Outperform rating on the stock. This adjustment comes as the firm believes Kodiak Gas Services possesses significant growth potential. The article also lists recent news and financial updates for Kodiak Gas Services, including its Q2 2026 earnings results.
Kodiak Gas Services, Inc. Just Missed EPS By 18%: Here's What Analysts Think Will Happen Next
Kodiak Gas Services, Inc. reported Q2 revenues that beat expectations at US$391m, but statutory earnings missed analyst forecasts by 18%, coming in at US$0.53 per share. Despite the EPS miss, analysts have not significantly changed their 2026 revenue and earnings per share estimates, which stand at US$1.53b and US$2.04 respectively. The consensus price target remains at US$82.47, indicating no major change in sentiment regarding the company's future prospects.
Kodiak Gas Services (KGS) COO sells 1,000 shares in Rule 10b5-1 trade
Kodiak Gas Services' Executive Vice President & COO, William Chad Lenamon, reported the sale of 1,000 shares of common stock on August 11, 2026, at $61.93 per share. This transaction was executed under a pre-established Rule 10b5-1 trading plan adopted on March 13, 2026. Following the sale, Mr. Lenamon directly holds 86,294 common shares and indirectly owns an additional 1,100 shares.
Analysts Offer Insights on Energy Companies: Kodiak Gas Services, Inc. (KGS), UR-Energy (URG) and Sable Offshore (SOC)
Analysts have provided new ratings for several energy companies. Stifel Nicolaus reiterated a Buy rating for Kodiak Gas Services, Inc. (KGS) with a $92.00 price target. Alliance Global Partners reiterated a Buy rating for UR-Energy (URG) with a $2.00 price target, while Benchmark Co. reiterated a Hold rating for Sable Offshore (SOC).
Kodiak Gas Services, Inc. Just Missed EPS By 18%: Here's What Analysts Think Will Happen Next
Kodiak Gas Services, Inc. (NYSE:KGS) recently reported Q2 results, with revenues beating expectations at US$391m, but statutory earnings per share missed forecasts by 18%, coming in at US$0.53. Despite the earnings miss, analysts have largely maintained their forecasts for 2026, anticipating revenues of US$1.53 billion and EPS of US$2.04, reflecting a significant projected increase. The consensus price target of US$82.47 also remains unchanged, suggesting that analysts do not view the recent results as altering the company's long-term outlook.
Kodiak Gas Services, Inc. Just Missed EPS By 18%: Here's What Analysts Think Will Happen Next
Kodiak Gas Services, Inc. reported second-quarter revenues of US$391m, exceeding expectations, but statutory earnings missed analyst forecasts by 18%, coming in at US$0.53 per share. Despite the EPS miss, analysts have maintained their revenue and earnings estimates for 2026, forecasting US$1.53b in revenues and US$2.04 per share earnings, and kept the price target steady at US$82.47. The company is expected to continue its strong revenue growth, outperforming the broader industry.
Stifel raises Kodiak Gas Services stock price target on strong results
Stifel has increased its price target for Kodiak Gas Services Inc. (NYSE:KGS) from $90 to $92, maintaining a Buy rating due to stronger-than-expected revenue and adjusted EBITDA. The company's performance was driven by high demand for large horsepower compression and successful execution, leading to a 67% year-to-date stock surge. Kodiak also slightly raised its 2026 EBITDA guidance and is progressing well with its Power Generation business expansion plans.
KGS (NYSE: KGS) filer plans sale of 1,000 shares after stock vesting
William Lenamon has filed a Form 144 indicating his intention to sell 1,000 shares of Kodiak Gas Services, Inc. (KGS) common stock, valued at $61,930.00. These shares stem from restricted stock vesting on January 5, 2026, granted as compensation. The filing also notes two prior sales of 1,000 shares each in June and July 2026.
Sei Investments Co. Purchases 25,057 Shares of Kodiak Gas Services, Inc. $KGS
Sei Investments Co. significantly increased its stake in Kodiak Gas Services, Inc. by 159.6% in the first quarter, acquiring an additional 25,057 shares, bringing its total holdings to 40,760 shares valued at approximately $2.38 million. Analysts maintain a "Moderate Buy" consensus for Kodiak Gas Services with an average price target of $79.33. Despite revenue growth of 21.2% year-over-year to $391.12 million, the company's Q2 EPS of $0.55 missed the consensus estimate of $0.67, though it still declared a quarterly dividend of $0.49 per share.
Kodiak Gas Services (KGS) Stock May Be Above Fair Value After Q2 Earnings Miss
Kodiak Gas Services (KGS) has seen significant returns over the last three years but its stock may now be overvalued, especially after a Q2 earnings miss. The company's P/E ratio of 75.4x is significantly higher than the industry average, indicating a premium price that anticipates strong future growth. While there's a community narrative suggesting undervaluation due to high demand and fleet utilization, the current valuation raises questions about whether sustained earnings growth can justify the high multiple.
Kodiak Gas Services (KGS) Could Be 29% Undervalued Following Q2 Earnings Miss
Kodiak Gas Services (KGS) recently reported Q2 2026 earnings, combining higher revenue and net income with an earnings miss. Despite a recent 14.26% share price decline, KGS boasts a 59.14% year-to-date return and a 90.07% one-year return. Simply Wall St suggests KGS is 28.8% undervalued at $59.90 compared to a fair value estimate of $84.07, highlighting strong fleet utilization and long-term contracts as drivers for revenue stability, though the P/E ratio of 75.4x suggests market optimism.
Kodiak Gas Services (KGS) Stock Rebounds As Record EBITDA Meets EPS Doubts
Kodiak Gas Services (KGS) saw its stock jump 5.4% after Q2 earnings, despite a premium P/E ratio, as the market responded positively to record adjusted EBITDA of US$217m and 98.2% compression fleet utilization. While the company demonstrated strong operating power and traction in power infrastructure, an adjusted EPS of US$0.55 fell short of the US$0.68 consensus, raising concerns among bears about potential dilution from capital-intensive growth. This mixed performance suggests a re-evaluation of the stock's risk-reward profile, as strong operational metrics contrast with an EPS miss and recent equity raise.
Earnings call transcript: Kodiak Gas Services tops Q2 2026 revenue forecast
Kodiak Gas Services reported Q2 2026 revenues of $391.1 million, exceeding Wall Street forecasts by 7.16%, and adjusted earnings of $0.55 per share, driven by strong demand in its compression business and early success in power infrastructure. The company raised its full-year 2026 adjusted EBITDA guidance to $830 million-$860 million and discretionary cash flow guidance to $570 million-$600 million, while also securing 1.8 gigawatts of power generation capacity by 2030, including a significant agreement with Baker Hughes. Executives highlighted the critical role of behind-the-meter power solutions in addressing the U.S. power crisis and detailed strategic investments in technology and technician training to support growth in both compression and power infrastructure segments.
Does Kodiak’s Q2 2026 Cash Squeeze Amid Dividend Hike Change The Bull Case For KGS?
Kodiak Gas Services reported strong revenue and net income for Q2 2026, but missed non-GAAP EPS expectations and experienced negative free cash flow. Despite these concerns, the company declared a US$0.49 per-share dividend. This raises questions about Kodiak's ability to consistently fund dividends from internal cash flow given its capital-intensive business and leveraged balance sheet.
Press Release: Kodiak Gas Services Reports Second Quarter 2026 Financial Results, Increases Full Year 2026 Adjusted EBITDA and Discretionary Cash Flow Guidance
Kodiak Gas Services announced its second quarter 2026 financial results, reporting strong performance that led to an increase in its full-year 2026 adjusted EBITDA and discretionary cash flow guidance. This positive outlook reflects the company's robust operational and financial health.
Kodiak Gas Services Releases Q2 2026 Financial Results
Kodiak Gas Services (NYSE: KGS) reported its Q2 2026 financial results, with adjusted earnings per share of $0.55 missing the consensus estimate of $0.68 by 19.1%. Despite the earnings miss, the company posted strong revenue growth of 21.1% year-over-year, reaching $391.1M, driven primarily by its Compression Infrastructure segment. The company maintained a solid operational performance with an adjusted EBITDA percentage of 55.4%, indicating continued demand for natural gas compression services.
Kodiak Gas Services (NYSE:KGS) Shares Gap Down on Disappointing Earnings
Kodiak Gas Services (NYSE:KGS) shares gapped down following a weaker-than-expected earnings announcement, missing analyst EPS consensus despite revenue exceeding estimates and growing 21.2% year-over-year. The company declared a quarterly dividend of $0.49 per share, but its payout ratio is high at 264.86%. Despite the earnings miss, analysts maintain a "Moderate Buy" rating with an average price target significantly above current trading levels.
Kodiak Gas Services declares $0.49 quarterly dividend payable Aug. 27
Kodiak Gas Services announced a quarterly cash dividend of $0.49 per share, payable on August 27, 2026. The dividend record date for shareholders is August 17, 2026. A corresponding $0.49 per-unit distribution was also declared for its subsidiary, with the same payment and record dates.
Kodiak Gas Services Q2 2026 Earnings: Record EBITDA Leads to Raised Guidance
Kodiak Gas Services reported strong Q2 2026 earnings with a 21.1% increase in revenue to $391.1 million and a record adjusted EBITDA of $216.8 million. This performance led to raised full-year guidance for adjusted EBITDA and discretionary cash flow, driven by the strong performance of its Compression Infrastructure segment and the first full quarter contribution from the new Power Infrastructure segment. Despite increased discretionary cash flow, heavy investment in growth projects, particularly for the Power platform, resulted in negative free cash flow for the quarter.
Kodiak Gas Services’s (NYSE:KGS) Q2 CY2026 Sales Top Estimates But Non-GAAP EPS Misses
Kodiak Gas Services (NYSE:KGS) reported Q2 CY2026 results, with sales beating Wall Street expectations by growing 21.1% year-on-year to $391.1 million. However, its non-GAAP profit of $0.55 per share missed analysts' consensus estimates by 23.1%. The company's adjusted EBITDA beat estimates, but its free cash flow turned negative, highlighting cash profitability challenges.
Kodiak Gas Services (KGS) Q2 Earnings Miss Estimates
Kodiak Gas Services (KGS) reported Q2 earnings of $0.55 per share, missing the Zacks Consensus Estimate of $0.67, despite revenues of $391.12 million surpassing estimates. The company's stock has outperformed the S&P 500 year-to-date, but its immediate price movement hinges on management's future outlook. The stock currently holds a Zacks Rank #3 (Hold), indicating expected market-performances in the near future.
Kodiak Gas Services Declares $0.49 Dividend
Kodiak Gas Services, Inc. announced a cash dividend of $0.49 per share of common stock for the second quarter of 2026. This dividend will be paid on August 27, 2026, to stockholders of record as of August 17, 2026. A similar distribution of $0.49 per unit will be made to unitholders of Kodiak Gas Services, LLC on the same date.
Kodiak Gas Services (KGS) stake of 4.1% reported by FMR LLC and Abigail Johnson
FMR LLC and Abigail P. Johnson have reported a beneficial ownership of 4.1% in Kodiak Gas Services Inc. (KGS), totaling 4,072,866.39 shares of common stock, according to a Schedule 13G/A filing. FMR LLC holds sole voting power over 4,070,742.00 shares and sole dispositive power over all 4,072,866.39 shares, while Abigail P. Johnson has sole dispositive power over the same amount without voting power. This filing classifies their position as owning 5 percent or less of the class, with other parties potentially having dividend or sale proceeds rights, none exceeding five percent individually.
Kodiak Gas Services, Inc. Declares Quarterly Dividend of $0.49 (NYSE:KGS)
Kodiak Gas Services, Inc. (NYSE:KGS) has declared a quarterly dividend of $0.49 per share, payable on August 27th to shareholders of record on August 17th. This translates to an annualized dividend of $1.96 and a 3.4% yield. Although the current payout ratio is high at 90.3%, analysts anticipate an improvement to 63.8% next year, based on projected earnings.
Press Release: Kodiak Gas Services Announces Quarterly Dividend
Kodiak Gas Services announced a quarterly cash dividend of $0.11 per share of its Class A common stock. The dividend will be paid on August 29, 2024, to shareholders of record as of August 19, 2024. This marks a consistent payout for the company following its previous dividend declaration.
Kodiak Gas Services Announces Quarterly Dividend
Kodiak Gas Services (NYSE: KGS) has declared a cash dividend of $0.49 per share of common stock for the second quarter of 2026. This dividend will be paid on August 27, 2026, to stockholders of record as of August 17, 2026. A similar distribution of $0.49 per unit will be made to unitholders of its subsidiary, Kodiak Gas Services, LLC, on the same dates.
Kodiak Gas Services, Inc. Declares Cash Dividend for the Second Quarter of 2026, Payable on August 27, 2026
Kodiak Gas Services, Inc. announced a cash dividend of $0.49 per share of common stock for the second quarter of 2026. This dividend will be paid on August 27, 2026, to stockholders of record as of August 17, 2026. The company is a major provider of large horsepower contract compression infrastructure in the United States.
Kodiak Gas Services declares $0.49 quarterly dividend By Investing.com
Kodiak Gas Services, Inc. (NYSE:KGS) announced a cash dividend of $0.49 per share of common stock for the second quarter of 2026. This dividend will be paid on August 27, 2026, to stockholders of record as of August 17, 2026. The company, headquartered in The Woodlands, Texas, provides contract compression, distributed power, and energy infrastructure services in the United States.
Kodiak Gas Services declares $0.49 quarterly dividend By Investing.com
Kodiak Gas Services, Inc. (NYSE:KGS) has announced a cash dividend of $0.49 per share for the second quarter of 2026. The dividend will be paid on August 27, 2026, to stockholders of record as of August 17, 2026. A corresponding distribution will also be made to unitholders of Kodiak Gas Services, LLC.
Here’s Why Kodiak Gas Services (KGS) Belongs at the Core of Infrastructure Portfolios
Conestoga Capital Advisors highlighted Kodiak Gas Services (KGS) in its Q2 2026 investor letter, adding it to their Small Cap Composite. The firm believes KGS is well-positioned to benefit from increasing demand for natural gas infrastructure, LNG exports, and power generation for AI data centers due to its long-term contracts and industry-leading fleet utilization. Despite a recent one-month dip, KGS shares have seen significant gains over the past 52 weeks.
Kodiak Gas Services, Inc. $KGS Shares Sold by Lazard Asset Management LLC
Lazard Asset Management LLC significantly reduced its stake in Kodiak Gas Services, Inc. (NYSE:KGS) by 20.2% in the first quarter, selling 21,391 shares but still retaining 84,385 shares valued at $4.92 million. Despite this, Kodiak Gas Services reported strong quarterly earnings of $0.59 per share, surpassing analyst expectations, and a 4.9% increase in revenue. Analysts generally maintain a "Moderate Buy" rating for KGS, with an average price target of $79.33, well above its current trading price.
Kodiak Gas Services, Inc. $KGS Shares Acquired by First Trust Advisors LP
First Trust Advisors LP increased its stake in Kodiak Gas Services, Inc. (NYSE:KGS) by 53.5% in the first quarter, now owning 195,759 shares valued at $11.42 million. Several other institutional investors also adjusted their positions in the company. Analysts have given Kodiak Gas Services an average rating of "Moderate Buy" with a consensus target price of $79.33, while company insiders have sold shares totaling over $921,000 in the last quarter.
Kodiak Gas Services (KGS) Reports Next Week: Wall Street Expects Earnings Growth
Kodiak Gas Services (KGS) is expected to report increased year-over-year earnings and higher revenues for the quarter ended June 2026, with an earnings report anticipated on August 6. While the Zacks Consensus Estimate for EPS is $0.69, analysts have recently become more bearish, resulting in an Earnings ESP of -7.34%, making a positive surprise less likely despite a Zacks Rank of #3 (Hold). The company has a mixed history of beating EPS estimates over the last four quarters.
Kodiak Gas Services (KGS) Reports Next Week: Wall Street Expects Earnings Growth
Kodiak Gas Services (KGS) is expected to report increased earnings and revenue for the quarter ended June 2026, with Wall Street anticipating $0.69 EPS, a 40.8% year-over-year growth. However, analysts have recently become more bearish, indicated by a 1.95% lower consensus EPS estimate and a negative Earnings ESP of -7.34%. Despite a Zacks Rank #3, the negative ESP makes a positive earnings surprise difficult to predict, though the company has beaten estimates in two of the last four quarters.
Kodiak Gas Services (KGS) Projected to Release Earnings on Thursday
Kodiak Gas Services (KGS) is anticipated to release its Q2 2026 earnings on Thursday, August 6th, with analysts forecasting $0.68 EPS and $386.3 million in revenue. The company previously exceeded estimates with $0.59 EPS and $345.8 million in revenue. Despite a "Moderate Buy" consensus from analysts and an average price target of $79.33, insiders have sold approximately $921,000 worth of shares in the last 90 days.
Kodiak Gas Services Inc (KGS) Institutional Confidence
Kodiak Gas Services Inc (KGS) has an institutional shareholding score of 10.00, placing it first in its industry. The institutional shareholding proportion increased to 111.84%, a rise of 18.95% quarter-over-quarter. James Simons is the largest institutional shareholder, holding 0.97% of outstanding shares.
Kodiak Gas Services Inc (KGS) Valuation: PE, PB & Fair Value Analysis
This article provides a valuation analysis for Kodiak Gas Services Inc (KGS), noting its current valuation score of 6.57 and its P/E ratio of 72.35. The company ranks 73 out of 88 in the Oil & Gas Related Equipment and Services industry, with its P/E ratio significantly below its recent high but above its recent low. Other valuation metrics such as P/B, P/S, and P/CF have not yet been disclosed by the company.
Kodiak Gas Services (NYSE:KGS) Raised to Strong-Buy at Piper Sandler
Piper Sandler upgraded Kodiak Gas Services (NYSE:KGS) to a "strong-buy" rating, contributing to the stock's overall "Moderate Buy" consensus and an average price target of $79.33. The company recently reported strong quarterly earnings, beating estimates with $0.59 EPS and a 4.9% increase in revenue. Despite some insider selling, institutional investors have increased their holdings, indicating growing confidence in the company.
152,998 Shares in Kodiak Gas Services, Inc. $KGS Bought by Healthcare of Ontario Pension Plan Trust Fund
Healthcare of Ontario Pension Plan Trust Fund recently purchased 152,998 shares of Kodiak Gas Services, Inc. (NYSE:KGS) for approximately $8.92 million, marking a new position in the company. Other institutional investors also adjusted their holdings, while analysts have set new price targets, with a consensus "Moderate Buy" rating. Insider transactions show some sales, and the company recently reported strong quarterly earnings and declared a dividend.
Piper Sandler initiates Kodiak Gas Services stock with overweight rating By Investing.com
Piper Sandler has initiated coverage on Kodiak Gas Services Inc. (NYSE:KGS) with an overweight rating and a $78 price target, citing the company's expansion into the behind-the-meter power generation market for AI data centers through its acquisition of Distributed Power Solutions. While the stock initially surged, it has recently pulled back due to shifts in AI macro momentum and power services uncertainty. Other analysts like Texas Capital Securities and Stifel have maintained or raised their ratings, focusing on Kodiak's strategic agreement with Baker Hughes and its plans to expand generation capacity.
Kodiak Gas Services, Inc. (NYSE:KGS) Given Consensus Recommendation of "Moderate Buy" by Analysts
Eleven analysts have issued a "Moderate Buy" consensus rating for Kodiak Gas Services, Inc. (NYSE:KGS), with an average 12-month price target of $79.50, significantly above its current trading price of $57.69. The company recently reported strong quarterly earnings of $0.59 per share, exceeding consensus estimates, and revenue of $345.76 million, a 4.9% increase year-over-year. While paying a quarterly dividend of $0.49 per share (3.4% annualized yield), insider selling and a debt-to-equity ratio of 2.38 were also noted.
Piper Sandler initiates Kodiak Gas Services stock with overweight rating By Investing.com
Piper Sandler has initiated coverage on Kodiak Gas Services (NYSE:KGS) with an overweight rating and a $78 price target, citing the company's acquisition of Distributed Power Solutions and its potential in the AI data center market. The firm highlighted Kodiak's stable compression business, supported by long-term natural gas demand and multi-year contracts. Despite an 80% advance in shares from February to June, a recent 23% pullback is attributed to shifting AI momentum and power services uncertainty.
Piper Sandler initiates Kodiak Gas Services stock with overweight rating
Piper Sandler has initiated coverage of Kodiak Gas Services Inc (NYSE:KGS) with an overweight rating and a $78.00 price target. The firm highlights Kodiak's strategic acquisition of Distributed Power Solutions, which positions it strongly in the AI data center power generation market, alongside its stable compression business. Despite a recent pullback in share price, the company's long-term prospects are viewed positively due to natural gas production growth, LNG, and AI demand.
Kodiak Gas Services, Inc. Revenue Breakdown – NYSE:KGS
Kodiak Gas Services, Inc. (NYSE:KGS) generated a total revenue of $1.31 billion USD last year. The majority of this revenue, $1.18 billion USD, came from its Contract Services segment, showing an increase from $1.03 billion USD in the previous year. The United States was the company's primary revenue source, contributing $1.31 billion USD, up from $1.16 billion USD previously.
