KOSEnergy · Oil & Gas E&PThe 13 Wall Street analysts covering Kosmos Energy Ltd. hold a median 12-month price target of $2.88 — +13.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 27 of 100 as at 1 Aug 2026 — in the lower half. 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 Kosmos Energy Ltd. 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
Accruals (98): Reported profit is backed by cash, and the company is not expanding recklessly.
Quality (13): Profits are thin or unreliable for the size of the business, or they are not turning into cash.
The rank is the raw material. Whether the rules would actually own Kosmos Energy Ltd. — and when they’d sell — is the membership.
The bullish and bearish analyst opinions on KOS, 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.
The green dot is the last close — the median target sits +13.6% from it.
Of the 20 most recent actions, 1 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 21 July 2026 | Stephens & Co. | Maintains | Equal-Weight | $3.00 → $2.40 |
| 27 May 2026 | Mizuho | Downgrade | Underperform | — |
| 27 May 2026 | Mizuho | Downgrade | Underperform | $2.00 → $3.00 |
| 25 Mar 2026 | Johnson Rice | Upgrade | Buy | — |
| 30 Jan 2026 | Goldman Sachs | Maintains | Neutral | — |
| 5 Jan 2026 | Bernstein | Maintains | Market Perform | — |
| 12 Dec 2025 | Mizuho | Maintains | Neutral | — |
| 5 Dec 2025 | B of A Securities | Downgrade | Underperform | — |
| 5 Dec 2025 | Johnson Rice | Downgrade | Accumulate | — |
| 22 Sept 2025 | Goldman Sachs | Downgrade | Neutral | — |
| 15 Sept 2025 | Mizuho | Maintains | Neutral | — |
| 5 June 2025 | Benchmark | Reiterates | Hold | — |
| 19 May 2025 | Goldman Sachs | Maintains | Buy | — |
| 13 May 2025 | Mizuho | Maintains | Neutral | — |
| 30 Apr 2025 | Goldman Sachs | Maintains | Buy | $4.00 → $3.50 |
| 27 Mar 2025 | Goldman Sachs | Maintains | Buy | — |
| 18 Dec 2024 | Jefferies | Reinstates | Buy | $5.60 |
| 16 Dec 2024 | Mizuho | Maintains | Neutral | — |
| 5 Nov 2024 | Benchmark | Maintains | Buy | — |
| 5 Nov 2024 | Bernstein | Maintains | Market Perform | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
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 67% of US stocks
Cheaper than 66% of US stocks
Cheaper than 34% of US stocks
Cheaper than 26% of US stocks
Higher than 78% of US stocks
Higher than 68% of US stocks
Higher than 40% of US stocks
Higher than 18% of US stocks
Higher than 9% of US stocks
Higher than 13% of US stocks
Higher than 29% of US stocks
Higher than 88% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
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. KOS appears on the weeks it earns a place.
Seeking Alpha published the transcript of Kosmos Energy Ltd.'s Q2 2026 earnings call, conveying the company's quarterly results and management discussion. The transcript was posted as a news item on the site.
Why it matters — A KOS watcher would care because the transcript offers direct access to management's full commentary on the company's latest quarterly performance.
Kosmos Energy reported higher second-quarter production, lower operating costs, and continued balance-sheet progress, supported by new wells in Ghana and the ramp-up of its Greater Tortue Ahmeyim LNG project.
Why it matters — This matters for KOS watchers as it signals the company is executing on its operational and financial objectives, with production growth and cost improvements reinforcing its near-term outlook.
The 13 Wall Street analysts covering Kosmos Energy Ltd. have a median 12-month price target of $2.88, with estimates ranging from $1.64 to $5. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 13 analysts covering Kosmos Energy Ltd., 6 rate it a Buy, 4 a Hold and 3 a Sell. Ticker Nerd's systematic factor model ranks Kosmos Energy Ltd. 27 out of 100 across roughly 4,600 US stocks as at 1 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 1 Aug 2026, Kosmos Energy Ltd. ranks 27 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 Accruals (98 of 100).
No one can know that. What the data says: the median 12-month target from 13 analysts implies +13.6% from the last close, and Ticker Nerd's factor model ranks Kosmos Energy Ltd. 27 out of 100 as at 1 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Kosmos Energy Ltd. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for KOS are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $1.64 to $5 over the next 12 months.
Kosmos Energy Ltd. returned +29.7% over the 12 months to 3 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Kosmos Energy Ltd. is a leading deepwater exploration and production company focused on oil and natural gas properties to meet global energy demand.
The most recent item we track (Seeking Alpha, 3 Aug 2026): "Kosmos Energy Ltd. (KOS) Q2 2026 Earnings Call Transcript". Seeking Alpha published the transcript of Kosmos Energy Ltd.'s Q2 2026 earnings call, conveying the company's quarterly results and management discussion. The transcript was posted as a news item on the site.
Kosmos Energy Ltd. is a leading deepwater exploration and production company focused on oil and natural gas properties to meet global energy demand. Headquartered in Dallas, Texas, and incorporated in Delaware, the company was founded in 2003 and operates a diversified portfolio of offshore assets primarily in Africa and the U.S. Gulf of Mexico. Key production comes from Ghana's Jubilee and TEN fields, where it holds significant stakes, alongside assets in Equatorial Guinea and the Gulf of Mexico acquired through the 2018 Deep Gulf Energy purchase. Kosmos Energy also advances major gas developments like the Greater Tortue Ahmeyim (GTA) LNG project offshore Mauritania and Senegal in partnership with BP, featuring substantial gas resources from discoveries such as Yakaar and Orca. Its strategy emphasizes production optimization, infrastructure-led exploration in proven basins, and value creation through infill drilling and emerging opportunities. With a balanced approach spanning oil output and LNG initiatives, Kosmos Energy plays a vital role in the upstream sector, contributing to energy supply across multiple jurisdictions while prioritizing low-carbon development and stakeholder engagement.
CEO Mr. Andrew G. Inglis · 216 employees · United States · https://www.kosmosenergy.com