KGSEnergy · Oil & Gas Equipment & ServicesThe 15 Wall Street analysts covering Kodiak Gas Services, Inc. hold a median 12-month price target of $82 — +83.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 23 of 100 as at 23 Oct 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Kodiak Gas Services, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Momentum (66): The shares have been drifting up relative to others.
Issuance (16): The company has been issuing shares or taking on financing, diluting existing holders.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on KGS, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +83.9% from it.
Of the 20 most recent actions, 3 moved their price target up and 7 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 16 Oct 2026 | RBC Capital | Maintains | Outperform | $88 → $82 |
| 9 Oct 2026 | Citigroup | Maintains | Buy | $86 → $82 |
| 8 Oct 2026 | Jefferies | Maintains | Buy | — |
| 8 Oct 2026 | Jefferies | Maintains | Buy | $69 → $65 |
| 8 Oct 2026 | JP Morgan | Maintains | Overweight | — |
| 8 Oct 2026 | JP Morgan | Maintains | Overweight | $79 → $78 |
| 5 Oct 2026 | Barclays | Maintains | Overweight | $72 → $67 |
| 5 Oct 2026 | Barclays | Maintains | Overweight | — |
| 13 Aug 2026 | RBC Capital | Maintains | Outperform | $84 → $88 |
| 13 Aug 2026 | RBC Capital | Maintains | Outperform | — |
| 11 Aug 2026 | Stifel | Maintains | Buy | $90 → $92 |
| 11 Aug 2026 | Stifel | Maintains | Buy | — |
| 10 Aug 2026 | Jefferies | Maintains | Buy | $79 → $69 |
| 10 Aug 2026 | Jefferies | Maintains | Buy | — |
| 28 July 2026 | Piper Sandler | Initiates | Overweight | — |
| 28 July 2026 | Piper Sandler | Initiates | Overweight | $78 |
| 14 July 2026 | Stifel | Maintains | Buy | $84 → $90 |
| 14 July 2026 | Stifel | Maintains | Buy | — |
| 8 July 2026 | Barclays | Maintains | Overweight | $76 → $72 |
| 8 July 2026 | Barclays | Maintains | Overweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
KGS appears in the Radar on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 23 Oct 2026, Kodiak Gas Services, Inc. returned +30.4% against +14.3% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 14% of US stocks
Cheaper than 37% of US stocks
Cheaper than 42% of US stocks
Cheaper than 39% of US stocks
Higher than 70% of US stocks
Higher than 66% of US stocks
Higher than 53% of US stocks
Higher than 89% of US stocks
Higher than 62% of US stocks
Higher than 53% of US stocks
Higher than 81% of US stocks
Higher than 92% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Kodiak Gas Services, Inc. has a market value of $4.5B and an enterprise value of $7.2B.
Revenue in the twelve months to 30 June 2026: $1.4B. The latest quarter grew 21.1% year on year.
Net income over the same four quarters: $80.6M, a 5.8% net margin.
Diluted earnings per share, trailing twelve months: $0.84.
Free cash flow in the twelve months to 30 June 2026: $5.0M.
Kodiak Gas Services, Inc. spent $101.3M on share buybacks and $175.6M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 51.5×; forward P/E: 14.0× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 4.43%, paying out 223% of earnings.
Kodiak Gas Services, Inc. employs 1,300 people — $1.1M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Kodiak Gas Services, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Reworld announced Robert “Mickey” McKee’s appointment to its Board of Directors, effective October 1, 2026.
Why it matters — The announcement concerns Reworld, and the provided text does not describe a direct connection to Kodiak Gas Services.
Kodiak Gas Services announced an agreement to provide 76 megawatts of behind-the-meter, baseload power capacity, including balance of plant, to a West Texas data center for a six-year term. The company will deploy approximately 40 reciprocating natural gas-fueled generation units for a data center operator contracted with an investment-grade-rated hyperscaler.
Why it matters — KGS watchers would care because this new long-term power supply agreement with a data center backed by an investment-grade hyperscaler expands Kodiak's contracted natural gas generation business.
Kodiak Gas Services CEO Robert McKee sold 6,008 shares in a transaction valued at approximately $375,000. The disposition reduced his total direct and indirect equity stake by 2%.
Why it matters — KGS watchers track insider transactions because a senior executive reducing his equity stake can signal how management views the company's current share price.
An insider at Kodiak Gas Services, Inc. disposed of nearly 6,000 shares of the energy stock in a transaction worth approximately $355,800 at an execution price of $59.31 per share. The traded shares represented about 2% of the stake held before the filing.
Why it matters — A KGS watcher would care because insider selling, even in relatively small amounts, can be worth monitoring as a signal about management sentiment and the stock's outlook.
Seeking Alpha highlighted Kodiak Gas Services' strong positioning in gas compression and distributed power businesses, driven by AI-related data center demand, alongside risks from leverage and dilution as it pursues ambitious capacity expansion targets.
Why it matters — KGS watchers would care because the article underscores the company's robust revenue growth and near-full fleet utilization, while also flagging the capital requirements and debt burden associated with its growth plans.
The 15 Wall Street analysts covering Kodiak Gas Services, Inc. have a median 12-month price target of $82, with estimates ranging from $65 to $93. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 15 analysts covering Kodiak Gas Services, Inc., 15 rate it a Buy, 0 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Kodiak Gas Services, Inc. 23 out of 100 across roughly 4,600 US stocks as at 23 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 23 Oct 2026, Kodiak Gas Services, Inc. ranks 23 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Momentum (66 of 100).
No one can know that. What the data says: the median 12-month target from 15 analysts implies +83.9% from the last close, and Ticker Nerd's factor model ranks Kodiak Gas Services, Inc. 23 out of 100 as at 23 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Kodiak Gas Services, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for KGS are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $65 to $93 over the next 12 months.
Kodiak Gas Services, Inc. returned +30.4% over the 12 months to 23 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Kodiak Gas Services Inc. is a U.S.
The most recent item we track (PRNewsWire, 21 Oct 2026): "Reworld® Welcomes Robert "Mickey" McKee to its Board of Directors". Reworld announced Robert “Mickey” McKee’s appointment to its Board of Directors, effective October 1, 2026.
Kodiak Gas Services Inc. is a U.S. energy infrastructure and oilfield services company that provides contract compression and related support services to natural gas and oil producers. The company operates and maintains large-horsepower compression equipment used in field gathering, gas lift, processing, and transportation systems, helping customers move hydrocarbons through critical parts of the midstream network. Kodiak Gas Services also offers station construction, equipment overhaul, maintenance, commissioning, and other project-based services that support compressor stations and surrounding infrastructure. Its business is centered on serving upstream and midstream customers across major producing basins in the United States, with a focus on reliable, fee-based service delivery and operational support.
CEO Mr. Robert M. McKee · 1,300 employees · United States · https://www.kodiakgas.com
