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KGS Stock Forecast: Kodiak Gas Services, Inc. Price Predictions for 2026-2027

Last close, 2 Oct 2026
$54
+1.44% on the day

The 15 Wall Street analysts covering Kodiak Gas Services, Inc. hold a median 12-month price target of $83 — +52.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 26 of 100 as at 2 Oct 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.

Market cap
$5.4B
Ticker Nerd rank
26 / 100
Median analyst target
$83
Analysts covering
15
Revenue$391.1M+21.1% y/y
Operating income$127.2M
Net income$52.1M
Free cash flow−$100.7M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+2.7%
1M
−11.6%
YTD
+48.8%
1Y
+63.2%
From 52W high
−28.2%
From 52W low
+68.9%
$32
$76
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

KGS stock analysis: one number for the whole business

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.

Where the model ranks itAs at 2 Oct 2026
26 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Momentum
78
Volatility
67
Accruals
55
Quality
48
Revisions
48
Growth
30
Size
22
Value
21
Issuance
15

Momentum (78): The shares have been drifting up relative to others.

Issuance (15): 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.

Wall Street

KGS stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on KGS, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$20$40$60$80$100Jan 26Apr 26Jul 26Oct 26KGSHigh $93Median $83Low $69

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

What Wall Street says15 analysts
15 Buy0 Hold0 Sell
Low $69Median $83High $93

The green dot is the last close — the median target sits +52.8% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 3 moved their price target up and 2 moved it down.

DateFirmActionRatingTarget
13 Aug 2026RBC CapitalMaintainsOutperform$84 → $88
13 Aug 2026RBC CapitalMaintainsOutperform—
11 Aug 2026StifelMaintainsBuy$90 → $92
11 Aug 2026StifelMaintainsBuy—
10 Aug 2026JefferiesMaintainsBuy$79 → $69
10 Aug 2026JefferiesMaintainsBuy—
28 July 2026Piper SandlerInitiatesOverweight—
28 July 2026Piper SandlerInitiatesOverweight$78
14 July 2026StifelMaintainsBuy—
14 July 2026StifelMaintainsBuy$84 → $90
8 July 2026BarclaysMaintainsOverweight—
8 July 2026BarclaysMaintainsOverweight$76 → $72
4 June 2026JefferiesInitiatesBuy—
27 May 2026Wells FargoInitiatesOverweight—
21 May 2026BarclaysMaintainsOverweight—
18 May 2026RBC CapitalMaintainsOutperform—
15 May 2026Goldman SachsMaintainsBuy—
13 May 2026CitigroupMaintainsBuy—
20 Apr 2026Goldman SachsMaintainsBuy—
19 Mar 2026RBC CapitalMaintainsOutperform—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. KGS appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

KGS vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 2 Oct 2026, Kodiak Gas Services, Inc. returned +63.2% against +16.2% for the S&P 500, dividends included.

KGS vs S&P 500, last 12 monthsTotal return, rebased to 100
100150200Jan 26Apr 26Jul 26Oct 26KGSS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

KGS analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
−1.1%
Analysts raising
2
Analysts cutting
2
Fundamentals

Kodiak Gas Services, Inc. (KGS) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
61.8×

Cheaper than 11% of US stocks

Price / sales
3.9×

Cheaper than 31% of US stocks

Price / book
2.5×

Cheaper than 36% of US stocks

EV / EBITDA
10.8×

Cheaper than 34% of US stocks

Growth & margins
Revenue growth (YoY)
21.1%

Higher than 70% of US stocks

Earnings growth (YoY)
31.6%

Higher than 67% of US stocks

Gross margin
43.0%

Higher than 53% of US stocks

Operating margin
34.2%

Higher than 89% of US stocks

Net margin
5.8%

Higher than 62% of US stocks

Returns & dividend
Return on equity
4.6%

Higher than 53% of US stocks

Return on assets
5.9%

Higher than 81% of US stocks

Dividend yield
3.6%

Higher than 70% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Kodiak Gas Services, Inc. (KGS) statistics: revenue, profit & scale

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 $5.4B and an enterprise value of $8.1B.

  • 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.

  • Shares outstanding: 100.9M.

  • Trailing P/E: 61.8×; forward P/E: 16.8× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 3.61%, paying out 218% of earnings.

  • Kodiak Gas Services, Inc. employs 1,300 people — $1.1M of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 2 Oct 2026

Data provided by Twelve Data

Peers

KGS vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelOil & Gas Equipment & Services
CompanyMarket capTKN rank
KGSKodiak Gas Services, Inc.$5.4B
26
AROCArchrock, Inc.$5.3B
69
WFRDWeatherford International plc$5.7B
64
SEISolaris Energy Infrastructure, Inc.$5.7B
39
WHDCactus, Inc.$5.1B
58
OIIOceaneering International, Inc.$4.4B
80
NOVNOV, Inc.$6.9B
76

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 →

News

Latest KGS news & analysis

Kodiak Gas Services Announces Power Supply Agreement with West Texas Data Center

Business Wire · 21 Sept 2026positive

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 Sells 6,008 Shares

The Motley Fool · 4 Sept 2026neutral

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.

Insider Waves Goodbye to Nearly 6,000 Shares of Energy Stock

The Motley Fool · 3 Sept 2026neutral

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.

Kodiak Gas Services: Multiple Growth Tailwinds

Seeking Alpha · 11 Aug 2026positive

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.

Kodiak Gas Services Q2 Earnings Call Highlights

MarketBeat · 8 Aug 2026positive

Kodiak Gas Services reported record second-quarter adjusted EBITDA and raised portions of its 2026 outlook, driven by higher pricing and margins in its contract compression business. The company also advanced plans to build a larger behind-the-meter power generation platform.

Why it matters — The record EBITDA and raised outlook signal strengthening performance in KGS's core compression business and progress on its power generation expansion.

FAQ

Frequently asked questions about KGS stock

What is the KGS stock price forecast for 2026-2027?

The 15 Wall Street analysts covering Kodiak Gas Services, Inc. have a median 12-month price target of $83, with estimates ranging from $69 to $93. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is KGS stock a buy right now?

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. 26 out of 100 across roughly 4,600 US stocks as at 2 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank KGS?

As at 2 Oct 2026, Kodiak Gas Services, Inc. ranks 26 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 (78 of 100).

Will KGS stock go up?

No one can know that. What the data says: the median 12-month target from 15 analysts implies +52.8% from the last close, and Ticker Nerd's factor model ranks Kodiak Gas Services, Inc. 26 out of 100 as at 2 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the KGS stock forecast for 2030?

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: $69 to $93 over the next 12 months.

How has KGS stock performed over the past year?

Kodiak Gas Services, Inc. returned +63.2% over the 12 months to 2 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Kodiak Gas Services, Inc. do?

Kodiak Gas Services Inc. is a U.S.

What is the latest news on KGS?

The most recent item we track (Business Wire, 21 Sept 2026): "Kodiak Gas Services Announces Power Supply Agreement with West Texas Data Center". 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.

Company

About Kodiak Gas Services, Inc.

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