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 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
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
86% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 58
74% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 31
41% more call options, than puts
Call options by funds: $23M | Put options by funds: $16.4M
9% more funds holding
Funds holding: 225 [Q1] → 245 (+20) [Q2]
6.68% more ownership
Funds ownership: 64.82% [Q1] → 71.5% (+6.68%) [Q2]
2% more capital invested
Capital invested by funds: $2.13B [Q1] → $2.17B (+$47.2M) [Q2]
25% less funds holding in top 10
Funds holding in top 10: 4 [Q1] → 3 (-1) [Q2]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Mizuho
Gabriel Moreen
|
$47
|
Outperform
Maintained
|
29 Aug 2025 |
Barclays
Theresa Chen
|
$37
|
Equal-Weight
Maintained
|
14 Aug 2025 |
RBC Capital
Elvira Scotto
|
$43
|
Outperform
Maintained
|
13 Aug 2025 |
JP Morgan
Jeremy Tonet
|
$43
|
Buy
Assumed
|
23 Jun 2025 |
Financial journalist opinion
Based on 13 articles about KGS published over the past 30 days