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
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
1,073% more call options, than puts
Call options by funds: $7.37M | Put options by funds: $628K
261% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 18
121% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 39
115% more capital invested
Capital invested by funds: $936M [Q3] → $2.01B (+$1.07B) [Q4]
29% more funds holding
Funds holding: 162 [Q3] → 209 (+47) [Q4]
18.15% more ownership
Funds ownership: 38.17% [Q3] → 56.33% (+18.15%) [Q4]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Barclays Theresa Chen 41% 1-year accuracy 13 / 32 met price target | 6%upside $36 | Equal-Weight Maintained | 16 Apr 2025 |
Truist Securities Neal Dingmann 15% 1-year accuracy 18 / 121 met price target | 38%upside $47 | Buy Maintained | 11 Mar 2025 |
Mizuho Gabriel Moreen 86% 1-year accuracy 31 / 36 met price target | 62%upside $55 | Outperform Maintained | 3 Feb 2025 |
Financial journalist opinion
Based on 3 articles about KGS published over the past 30 days









