Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$7.7B
101M shares
52-week range
$30.06 – $77.68
93% from low
Sector
NATURAL GAS TRANSMISSION
Exchange
NYSE
CS
Borrow rate
0.37%
Easy to borrow
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|
| Revenue | $532.4M | $606.4M | $707.9M | $850.4M | $1.16B | $1.31B |
| Cost of revenue | $324.9M | $370.2M | $441.8M | $533.7M | $718.6M | $756.1M |
| Gross profit | $207.5M | $236.2M | $266.1M | $316.6M | $440.7M | $552.0M |
| Gross margin | 39.0% | 38.9% | 37.6% | 37.2% | 38.0% | 42.2% |
| R&D | $0 | $0 | $0 | $0 | $0 | $0 |
| Operating income | $168.4M | $189.0M | $222.1M | $244.1M | $249.4M | $414.5M |
| EBITDA | $264.4M | $367.1M | $479.7M | $440.5M | $533.3M | $590.7M |
| Net income | −$2.2M | $181.0M | $106.3M | $20.1M | $49.9M | $80.5M |
| Net margin | -0.4% | 29.8% | 15.0% | 2.4% | 4.3% | 6.2% |
| EPS (diluted) | -0.03 | 2.41 | 1.42 | 0.29 | 0.56 | 0.89 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $1.5B | $2.24 | $2.01–$2.62 | 5 |
| 2027 | $1.8B | $2.99 | $2.39–$3.88 | 5 |
| 2028 | $2.0B | $3.75 | $2.76–$5.21 | 5 |
| 2029 | $2.4B | $5.15 | $5.00–$5.35 | 1 |
Forward consensus · source: Financial Modeling Prep
Kodiak Gas Services Inc is an operator of contract compression infrastructure in the United States. The company manages its business through two operating segments: Contract Services and Other Services. Contract Services consists of operating company-owned and customer-owned compression, gas treating, and cooling infrastructure, pursuant to 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. Maximum revenue for the company is generated from its Contract Services segment.
www.kodiakgas.comNo one on the platform currently holds KGS.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 838,622 | $48.9M |
| Bridgewater Associatesas of 2026-03-31 | 153,457 | $8.9M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-05-18 | $0.4900 | 2026-05-28 |
| 2026-02-13 | $0.4900 | 2026-02-20 |
| 2025-11-03 | $0.4900 | 2025-11-13 |
| 2025-08-04 | $0.4500 | 2025-08-14 |
| 2025-05-05 | $0.4500 | 2025-05-15 |
| 2025-02-14 | $0.4100 | 2025-02-21 |
| 2024-11-01 | $0.4100 | 2024-11-08 |
| 2024-08-12 | $0.4100 | 2024-08-16 |
| 2024-05-10 | $0.3800 | 2024-05-20 |
| 2024-02-15 | $0.3800 | 2024-02-23 |
No one on the platform has traded KGS yet.
| $4.8B |
| — |
| RIGTransocean Ltd. | $5.04 | -1.37% | $4.6B | — |
| SEISolaris Energy Infrastructure, Inc. | $79.27 | +3.22% | $5.7B | — |
Source: Financial Modeling Prep · peers by sector/industry
| 2023-11-02 |
| $0.3800 |
| 2023-11-10 |
$POWL $KGS $AROC $GNRC ideas for AI data center driven growth stories with near term potential. In order of likelihood (per Gemini). I need to do more research but putting this down for later
View on StockTwits ↗$KGS Share Price: $73.63 Contract Selected: Jan 15, 2027 $70 Calls Buy Zone: $9.18 – $11.34 Target Zone: $15.99 – $19.55 Potential Upside: 65% ROI Time to Expiration: 233 Days | Updates via https://fxcapta.com/stockinfo/
View on StockTwits ↗Today, the following 50 stocks all hit a 52-week high at some point: TC Energy $TRP Toronto Dominion Bank $TD F5 Inc $FFIV Vista Energy $VIST Kodiak Gas Services $KGS The 52-week high club is flashing a massive institutional shift! Capital is aggressively building a bulletproof defense line inside "AI network scaling" and "energy infrastructure." The absolute quality of this breakout lineup is immense: tech titan $FFIV has violently surged to multi-year peaks following raised full-year 2026 guidance, capturing direct enterprise AI multi-cloud demand. Simultaneously, energy and banking lines are flexing major muscles—natural gas compressor $KGS just printed fresh highs on record Q1 results and its massive distributed data-center power expansion, leading a broad value stampede alongside shale engine $VIST, pipeline king $TRP, and financial anchor $TD. Are you buying this rotation or sticking to big tech?
View on StockTwits ↗$KGS and $AROC boom! My Claud AI screener for scoping out small/mid cap multibaggers in the commodities and commodity adjacent structure is high on KGS and Archrock. EBITDA guidance walkups will continue driving down the PE ratio. DC hatred and tax/permit issues throughout US will drive more tech cos and investment down to Kodiak and Archrocks backyard in TX OK. Just gotta get some freaking water infrastructure solutions in play - c'mon Abbott. Investors can't be bullish enough on Texas right now.
View on StockTwits ↗$KGS (-4.0% pre) Kodiak Gas Services prices public offering at $71 per share https://ooc.bz/l/102315
View on StockTwits ↗$KGS : Kodiak Gas Services prices offering of 10,563,380 shares of common stock at $71.00 per share
View on StockTwits ↗$ENVX $PDFS $KGS AFTER-HOURS MOVERS: Currently Higher After Earnings: - Cisco (CSCO) up 19.8% - Grocery Outlet (GO) up 16.4% - STAAR Surgical (STAA) up 14.4% - StubHub Holdings (STUB) up 12.6% - Journey Medical (DERM) up 7.1% - Jack in the Box (JACK) up 2.2% Currently Also Higher: - SharkNinja (SN) up 5.7% after entering S&P MidCap 400 index - F&G Annuities & Life (FG) up 4.0% after entering S&P SmallCap 600 index Currently Lower After Earnings: - Doximity (DOCS) down 18.2% - Enovix (ENVX) down 12.4% Currently Also Lower: - PDF Solutions (PDFS) down 9.9% after equity offering - Kodiak Gas Services (KGS) down 5.5% after equity offering .
View on StockTwits ↗Kodiak Gas Services, Inc. (KGS) shares declined in after-hours trading on Wednesday after the company announced a $750 million underwritten public offering of common stock. The deal also includes a 30-day option for underwriters to purchase an additional $112.5 million in shares. The company said it plans to use net proceeds for general corporate purposes, including repaying part of its asset-backed credit facility and potentially funding growth investments in additional power generation equipment. Any temporary proceeds may also be used to reduce outstanding borrowings under the same credit line. Goldman Sachs and J.P. Morgan are acting as joint bookrunners for the offering. The deal remains subject to market conditions, with no guarantee of completion or final terms. The stock decline reflects typical market pressure seen in equity offerings, as new share issuance can dilute existing shareholders. $KGS $JPM $GS
View on StockTwits ↗quant-builder.ai/learn Trading Energy Top 100 $XLE: Still using this model from last week. Top picks for today. (Above 50% is what i focus on for additions) Was able to get a solid position prior to this XLE rally. The model kept me heavier cash early last week as it was making less than 10 picks per day. Then became more active after the pullback. Picking 28 Thursday, 18 Friday and 16 yesterday. Only 10 picks today. I will add those. And then i will do more cleaning later in the day. Since this is a 5-day model, I will trim positions from last Wednesday and tomorrow I will need to clean out the 28 trades from last Thursday. $KGS $OVV $CVI $APA
View on StockTwits ↗https://marketbeat.com/a/8648694/ $KGS Kodiak Gas Services Q1 Earnings Call Highlights
View on StockTwits ↗https://www.marketbeat.com/earnings/reports/2026-5-11-kodiak-gas-services-llc-stock/ $KGS Kodiak Gas Services Earnings Transcript
View on StockTwits ↗$MNDY $CRCL $KGS $TSQ $FOXA PRE-MARKET MOVERS: Currently Higher After Earnings: - Monday.com (MNDY) up 17.8% - Kodiak Gas Services (KGS) up 10.6% - Townsquare Media (TSQ) up 4.4% - Fox Corp. (FOXA) up 4.2% - Seadrill (SDRL) up 4.4% - Barrick Mining (B) up 4.0% - Circle Internet (CRCL) up 2.1% Currently Also Higher: - Moderna (MRNA) up 8.3% after a U.S. citizen tested positive for the Andes strain of hantavirus Currently Lower After Earnings: - Certara (CERT) down 8.1% - Mosaic (MOS) down 5.3% - Dole (DOLE) down 0.8%
View on StockTwits ↗$KGS Q1 '26 Earnings Results & Recap Kodiak Gas Services increased its full-year 2026 Adjusted EBITDA guidance to a range of $820M to $860M. Kodiak also provided full-year 2026 discretionary cash flow guidance of $520M to $570M.
View on StockTwits ↗$KGS (+5.5% pre) Kodiak Gas Services’s (NYSE:KGS) Q1 CY2026 Sales Top Estimates https://www.tradingview.com/news/stockstory:8ee66935f094b:0-kodiak-gas-services-s-nyse-kgs-q1-cy2026-sales-top-estimates/
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Trading at 139.6× earnings vs its 51.4× historical median P/E.
Fair value ≈ $27.40 · price $74.43 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.