The Fly | KGS

Today

Baker Hughes' Kodiak Gas Services deal a positive, says Jefferies

9:38 PM

Kodiak Gas Services, Baker Hughes win multi-year gas turbine order

7:02 AM

Kodiak Gas Services price target lowered by $4 at Barclays

6:08 AM

Over a week ago

Kodiak Gas Services initiated with bullish view at Jefferies, here's why

Jun 4, 8:14 AM

Kodiak Gas Services initiated with bullish view at Wells Fargo, here's why

May 27, 5:39 AM

Kodiak Gas Services price target raised by $16 at Barclays, here's why

May 21, 5:14 AM

Kodiak Gas Services price target raised by $20 at RBC Capital, here's why

May 18, 8:32 AM

Kodiak Gas Services price target raised by $19 at Goldman Sachs

May 15, 6:54 AM

Kodiak Gas Services 10.56M share Spot Secondary priced at $71.00

May 14, 6:53 AM

Closing Bell Movers: Cisco up 18% after Q3 earnings beat and raise

+14

May 13, 6:59 PM

Kodiak Gas Services $750M Spot Secondary; price range $70.00-$72.00

May 13, 5:39 PM

Kodiak Gas Services announces $750M common stock offering

May 13, 5:05 PM

Kodiak Gas Services files automatic mixed securities shelf

May 13, 4:30 PM

Kodiak Gas Services price target raised by $23 at Citi, here's why

May 13, 5:49 AM

Kodiak Gas Services price target raised by $22 at Stifel, here's why

May 12, 7:59 AM

What You Missed On Wall Street On Monday

+42

May 11, 4:22 PM

Midday Fly By: Dream Finders offers to buy Beazer, Fox reports Q3 beat

+26

May 11, 12:02 PM

Morning Movers: Monday.com and Circle Internet jump following Q1 results

May 11, 8:54 AM

Kodiak Gas Services raises FY26 adjusted EBITDA view to $820M-$860M

May 11, 6:07 AM

Kodiak Gas Services reports Q1 adjusted EPS 59c, consensus 54c

May 11, 6:05 AM

Kodiak Gas Services price target raised by $9 at Goldman Sachs, here's why

Apr 20, 6:16 AM

Kodiak Gas Services price target raised by $25 at BofA, here's why

Apr 13, 9:29 AM

Kodiak Gas Services price target raised by $19 at RBC Capital, here's why

Mar 19, 9:32 AM

Kodiak Gas Services price target raised by $11 at Barclays, here's why

Mar 5, 5:45 AM

Kodiak Gas Services price target raised by $14 at Goldman Sachs

Mar 2, 6:52 AM

Modern and Efficient Fleet: KGS operates a young and technologically advanced fleet of natural gas compression units, leading to higher reliability, fuel efficiency, and lower emissions, which are attractive to E&P customers focused on operational excellence and ESG targets.

Scalable Operations and Geographic Reach: With a significant presence across major U.S. producing basins, KGS can deploy and manage large-scale compression services, offering comprehensive solutions and flexibility to a diverse customer base, including large, multi-basin operators.

Strong Customer Relationships and Contract Backlog: KGS typically enters into long-term contracts with major E&P companies, fostering stable revenue streams and high customer retention due to the mission-critical nature of their services and the high switching costs involved.

Commodity Price Exposure: KGS's financial performance is highly dependent on the level of exploration and production activity by its customers, which in turn is significantly influenced by volatile oil and natural gas prices, potentially leading to reduced demand for compression services.

Regulatory Compliance and Environmental Costs: Changes in environmental regulations, particularly those related to methane emissions, flaring, or air quality, could increase KGS's operational costs, require significant capital expenditures for fleet upgrades, or limit its ability to expand operations.

Customer Concentration and Credit Risk: A significant portion of KGS's revenue may be derived from a limited number of customers, making the company vulnerable to the loss of a major contract or the financial distress of key clients, impacting revenue and cash flow.