Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$6.3B
101M shares
52-week range
$32.55 – $77.68
66% from low
Sector
NATURAL GAS TRANSMISSION
Exchange
NYSE
CS
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 |
|---|---|---|
| 2026-08-17 | $0.4900 | 2026-08-27 |
| 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 |
No one on the platform has traded KGS yet.
| 2024-02-15 | $0.3800 | 2024-02-23 |
| 2023-11-02 | $0.3800 | 2023-11-10 |
$KGS reported compression fleet utilization around 98%, indicating strong customer demand and pricing power. !!
View on StockTwits ↗$KGS Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $0.54 up 22.73% YoY • Reported revenue of $391.12M up 21.15% YoY • Kodiak Gas Services increased full year 2026 Adjusted EBITDA guidance to a range of $830 million to $860 million and discretionary cash flow guidance to a range of $570 million to $600 million.
View on StockTwits ↗$KGS $PBA power players for AI data centers!
View on StockTwits ↗$KGS long term deal with Baker Hughes to power data centers! 💰
View on StockTwits ↗$KGS expanding into the AI power theme. Kodiak Gas Services and Baker Hughes announced a multi-year agreement centered around an initial order of roughly 1 GW of NovaLT16 and Frame 5 gas turbines, with a framework that could reach 1.8 GW over time. The equipment will support behind-the-meter power for U.S. data centers. The bigger story is the business model shift: Gas infrastructure + power generation Data center energy demand New revenue stream beyond compression As AI data centers face growing power constraints, companies that can provide reliable energy solutions may become key players in the next infrastructure cycle. Watching how $KGS executes this expansion.
View on StockTwits ↗Baker Hughes Just Signed An Energy Partnership With Kodiak Gas – A Look At The Key Details $BKR $KGS https://stocktwits.com/news/equity/markets/baker-hughes-just-signed-an-energy-partnership-with-kodiak-gas-a-look-at-the-key-details/cZmVAsSR7Nn
View on StockTwits ↗$KGS in the AI / Data Centers in every town in america sector, I sorta think this is the cheapest stock there is. Caterpillar, that makes Solar turbines, has been sold out for years and has a backlog of 7 years. GE Vernova not much different. SEVEN FREAKING YEARS. Solar turbines don't run on solar energy, they get fed by natural gas that enters a power plant in 18", 24", 36" pipes. That's a crap load of gas compression equipment. You might as well say Kodiak has a backlog of 7 years.
View on StockTwits ↗$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 – $19.55 Potential Upside: 65% ROI Time to Expiration: 233 Days | Updates via https://fxcapta.com/stockinfo/
View on StockTwits ↗$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 ↗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.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $1.5B | +16.6% | $2.18 | $1.73–$2.68 | 28.6× | 6 |
| 2027 | $1.8B | +16.1% | $2.94 | $2.34–$3.73 | 21.2× | 7 |
| 2028 | $2.0B | +15.3% | $3.87 | $2.81–$5.27 | 16.1× | 6 |
| 2029 | $2.4B | +17.3% | $5.54 | $4.96–$5.89 | 11.3× | 3 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 3 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-06 | $0.67 | $0.55 | -18.4% |
| 2026-05-11 | $0.53 | $0.20 | -62.5% |
| 2026-02-25 | $0.49 | $0.40 | -18.8% |
| 2025-11-04 | $0.50 | $0.36 | -28.0% |
| 2025-08-06 | $0.46 | $0.49 | +6.5% |
| 2025-05-07 | $0.39 | $0.42 | +7.7% |
| 2025-03-05 | $0.42 | $0.27 | -35.7% |
| 2024-11-06 | $0.26 |
| $0.41 |
| +57.7% |
| $5.0B |
| — |
| RIGTransocean Ltd. | $5.72 | +0.35% | $5.8B | — |
| SEISolaris Energy Infrastructure, Inc. | $59.90 | -3.07% | $3.7B | — |
Source: Financial Modeling Prep · peers by sector/industry