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 Contract Services and Other Services. Contract Services consists of operating Company-owned and customer-owned compression, and gas treating and cooling infrastructure, pursuant to primarily fixed-revenue contracts to enable the production and gathering of natural gas and oil. Other Services consist of a full range of contract services to support the ancillary needs of customers, including station construction, maintenance and overhaul, freight and crane charges, and other time and material-based offerings.
Employees: 1,300
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
2,214% more call options, than puts
Call options by funds: $13.5M | Put options by funds: $582K
132% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 47
51% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 35
8.49% more ownership
Funds ownership: 56.33% [Q4 2024] → 64.82% (+8.49%) [Q1 2025]
7% more funds holding
Funds holding: 209 [Q4 2024] → 224 (+15) [Q1 2025]
6% more capital invested
Capital invested by funds: $2.01B [Q4 2024] → $2.13B (+$117M) [Q1 2025]
43% less funds holding in top 10
Funds holding in top 10: 7 [Q4 2024] → 4 (-3) [Q1 2025]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$36
5%
upside
Avg. target
$41
18%
upside
High target
$45
31%
upside
2 analyst ratings
1 positive
50%
1 neutral
50%
0 negative
0%
Mizuho Gabriel Moreen | 31%upside $45 | Outperform Maintained | 20 May 2025 |
Barclays Theresa Chen | 5%upside $36 | Equal-Weight Maintained | 16 Apr 2025 |
Financial journalist opinion
Positive
24/7 Wall Street
1 week ago
3 Top Goldman Sachs Dividend Stock Picks Have Up to 73% Upside Potential
After a volatile stretch, yields in the Treasury bond market have stabilized. Concerns about the volatility in the bond and stock markets are leading investors to top-quality dividend stocks.
Positive
24/7 Wall Street
1 week ago
3 Small-Cap Dividend Stocks Under $50 With Big Potential
In the current market climate, investors are increasingly shifting to defensive strategies. As investors navigate the turbulent waters of tariff-driven volatility in 2025, dividend stocks have emerged as a safe harbor, delivering superior returns compared to the broader market.
Neutral
PRNewsWire
1 month ago
EQT completes sale of common stock of Kodiak Gas Services
The sale resulted in gross proceeds of c. USD126 million NEW YORK , May 14, 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
1 month ago
Kodiak Gas Services Announces Closing of Sale of Common Stock by Selling Stockholder Pursuant to Rule 144
THE WOODLANDS, Texas--(BUSINESS WIRE)--Kodiak Gas Services, Inc. (NYSE: KGS) (“Kodiak” or the “Company”) today announced the closing of a sale of 3.22 million shares of its common stock by an affiliate of the funds known as EQT Infrastructure III and EQT Infrastructure IV (the “selling stockholder”) pursuant to Rule 144 under the Securities Act of 1933, as amended (the “Rule 144 Sale”). Kodiak did not receive any proceeds from the Rule 144 Sale by the selling stockholder. J.P. Morgan acted as t.
Neutral
Seeking Alpha
1 month ago
Kodiak Gas Services, Inc. (KGS) Q1 2025 Earnings Call Transcript
Kodiak Gas Services, Inc. (NYSE:KGS ) Q1 2025 - Earnings Conference Call May 8, 2025 11:00 AM ET Company Participants Graham Sones - Vice President, Investor Relations Mickey McKee - President & Chief Executive Officer John Griggs - Chief Financial Officer Conference Call Participants Doug Irwin - Citigroup John Mackay - Goldman Sachs Connor Jensen - Raymond James Sebastian Erskine - Redburn Atlantic Derrick Whitfield - Texas Capital Brian DiRubbio - Baird Operator Good morning, ladies and gentlemen, and thank you for standing by. Welcome to the Kodiak Gas Services First Quarter 2025 Earnings Conference Call.
Positive
Zacks Investment Research
1 month ago
Kodiak Gas Services (KGS) Q1 Earnings and Revenues Beat Estimates
Kodiak Gas Services (KGS) came out with quarterly earnings of $0.42 per share, beating the Zacks Consensus Estimate of $0.39 per share. This compares to earnings of $0.39 per share a year ago.
Neutral
Business Wire
1 month ago
Kodiak Gas Services Announces First Quarter 2025 Financial Results, Provides Updated Full Year 2025 Guidance
THE WOODLANDS, Texas--(BUSINESS WIRE)--Kodiak Gas Services, Inc. (NYSE: KGS) (“Kodiak” or the “Company”), a leading provider of critical energy infrastructure and contract compression services, today reported financial and operating results for the quarter ended March 31, 2025 and updated full-year 2025 guidance. Net income attributable to common shareholders for the quarter ended March 31, 2025 was $30.4 million, compared to $19.1 million and $30.2 million for the quarters ended December 31, 2.
Positive
Zacks Investment Research
1 month ago
How Much Upside is Left in Kodiak Gas (KGS)? Wall Street Analysts Think 28.02%
The consensus price target hints at a 28% upside potential for Kodiak Gas (KGS). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
Neutral
Zacks Investment Research
1 month ago
Kodiak Gas Services (KGS) Reports Next Week: What to Expect
Kodiak Gas (KGS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Neutral
Business Wire
1 month ago
Kodiak Gas Services Announces Increased Quarterly Dividend and First Quarter 2025 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 an increase to its quarterly cash dividend to $0.45 per share of common stock for the first quarter of 2025 (the “Common Stock Dividend”). This Common Stock Dividend represents a ten percent increase over the Common Stock Dividend declared for the fourth quarter of 2024 and will be paid on May 15, 2025 to all stockholders of record as.
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