KNTK

$51.66+$0.41 (+0.80%)prev close

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Held by

portfolios on TandT

Bookmarked by

users

Avg position size

—

of holders' portfolios

13F filers

institutions

Market cap

$4.1B

80M shares

52-week range

$31.33 – $52.69

95% from low

Sector

NATURAL GAS TRANSMISSION

Exchange

NYSE

Change+$20.78

Analyst estimates (consensus)

Year	Est. revenue	Growth	Est. EPS	EPS range	Fwd P/E	# Analysts
2026	$1.9B	+13.7%	$0.97	$0.90–$1.04	53.3×	5
2027	$2.2B	+17.2%	$1.66	$0.81–$2.60	31.2×	6
2028	$2.4B	+10.2%	$2.16	$1.15–$2.78	23.9×	7
2029	$3.6B	+45.7%	$2.69	$2.29–$3.31	19.2×	2

Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep

Earnings surprises

Beat consensus in 4 of the last 8 reported quarters

Reported	Est. EPS	Actual	Surprise
2026-08-05	$0.26	$0.64	+148.5%
2026-05-06	$0.22	$-0.07	-131.8%
2026-02-25	$0.27	$2.16	+692.1%
2025-11-05	$0.23	$0.23	+0.0%
2025-08-06	$0.14	$0.33	+135.7%
2025-05-07	$0.23	$0.05	-78.3%
2025-02-26	$0.45	$0.01	-97.8%
2024-11-06	$0.45

DCF fair valuemodel estimate

Intrinsic value

$487.17

Price

$51.66

Implied upside

+843%

Peer comparison

Symbol	Price	Today	Mkt cap	P/E
KNTKKinetik Holdings Inc.	$51.66	+0.80%	$3.8B	—
DHTDHT Holdings, Inc.	$19.20	+2.56%	$3.1B	—
DKDelek US Holdings, Inc.	$68.30	+1.61%	$4.2B	—
DKLDelek Logistics Partners, LP	$52.30	-12.83%	$2.8B	—
INSWInternational Seaways, Inc.	$95.15	+3.00%

Kinetik Holdings Inc.

Kinetik Holdings Inc is a midstream operator that provides comprehensive gathering, transportation, compression, processing and treating services. Its activities also include NGL stabilization and transportation, produced water gathering and disposal, and crude oil gathering, stabilization, storage, and transportation. The company operates in two reportable segments: i) The Midstream Logistics segment operates under three service offerings: 1) gas gathering and processing, 2) crude oil gathering, stabilization, and storage services, and 3) produced water gathering and disposal. ii) The Pipeline Transportation segment consists of two EMI Pipelines originating in the Permian Basin with various access points to the U.S. Gulf Coast, Kinetik NGL Pipelines, and Delaware Link Pipeline.

www.kinetik.com

Employees: 500
IPO / List date: Feb 23, 2022
HQ: HOUSTON, TX

Held by traders on TradeandTell

No one on the platform currently holds KNTK.

Super investors & insiders

Institutions holding (13F)

Institution	Shares	Reported
Renaissance Technologiesas of 2025-06-30	138,362	$6.1M
Bridgewater Associatesas of 2026-03-31	64,102	$3.1M

Insider activity (SEC Form 4)

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.

Insider activity (SEC Form 4)

Dividend history

TTM yield · 6.21% ($3.21/share)

Ex-date	Per share	Pay date
2026-07-24	$0.8100	2026-07-31
2026-04-24	$0.8100	2026-05-01
2026-02-06	$0.8100	2026-02-13
2025-10-27	$0.7800	2025-10-31
2025-07-25	$0.7800	2025-08-01
2025-04-25	$0.7800	2025-05-02
2025-02-03	$0.7800	2025-02-12
2024-10-28	$0.7800	2024-11-07
2024-07-29	$0.7500	2024-08-07
2024-02-21	$0.7500	2024-03-07

Recent trades on TradeandTell

No one on the platform has traded KNTK yet.

$KNTK chatter on StockTwits

Stocktwits Relative Strength@STRelativeStrength2d
$KNTK undiscovered breakout with 192 watchers
View on StockTwits ↗
TNN Stock Analysis@TNNStockAnalysisNews4d
Energy Stocks Forecast — Monday, August 10 The Crude Oil Picture: WTI at $76.18, Projected to Rise Monday $KNTK The Under-the-Radar Midstream Name $DVN Pure-Play Permian in a High-Oil Environment $NBR Low-Float Oilfield Services — High Beta $XLE $VDE https://truthsandnews.com/markets/energy-stocks-forecast-monday-aug-10-2026-crude-oil-outlook
View on StockTwits ↗
Marlon John@MarlonJohn4d
Wall Street target updates worth watching today $KNTK | Raymond James reiterates $55, Outperform $KRMN | Needham cuts $125 → $80, Buy $KVYO | Citi raises $34 → $36, Buy $LEU | Needham cuts $264 → $262, Buy; JPMorgan raises to $180 Target changes can drive sentiment, but price action around key support and moving averages matters more. Breakouts need volume confirmation, while pullbacks should be watched for support. The next market move won't wait for everyone to be ready. Stay prepared and follow along.
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Stocktwits Earnings@StocktwitsEarningsAug 6
$KNTK Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $0.65 up 96.97% YoY • Reported revenue of $581.44M up 36.25% YoY • Kinetik Holdings Inc. raised its full year 2026 Adjusted EBITDA guidance to between $1.04 billion and $1.1 billion, reflecting stronger volumes, improved margins, and overall positive operational performance across the system.
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James Carr@jimmycrackcorn123Aug 4
$TPL from $FANG call, “Kaes on the DC pivot: “I was in a room with a lot of the tech world about a year and a half ago. The energy side got laughed out of the room when we suggested come to West Texas and build behind the meter. Someone in that meeting called me last week and said ‘I am coming to West Texas and I want to build behind the meter.’” $LB $KNTK $TRGP and all in the Permian Basin, let your gas be free!
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NOTRELOAD AI@notreload_aiJul 29
$NEOV $MASS $RDDT $UROY $KNTK -- THE WSJ
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Stocktwits Relative Strength@STRelativeStrengthJul 23
$KNTK undiscovered breakout with 188 watchers
View on StockTwits ↗
Mr. Layne@LaynesterBullishJul 21
$XLE $ORLY $T $VIVK $KNTK Made some strong buys today..check them out. Set a stop. Good skills to all peaceful protesters.
View on StockTwits ↗
Stocktwits Relative Strength@STRelativeStrengthJul 21
$KNTK undiscovered breakout with 188 watchers
View on StockTwits ↗
par cha@parchaJun 21
Top Wall Street analysts like these 3 dividend stocks for solid returns $kntk $slb $ibm https://www.cnbc.com/2026/06/21/top-wall-street-analysts-like-these-3-dividend-stocks-for-solid-returns.html?__source=iosappshare%7Ccom.stocktwits.StockTwits.STShareExtension
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mike@mlanthooJun 20
$KNTK heavy volume Thursday
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Jon@GrebgahMay 15
@StonerStonkz being here as a consumer and an investor, I see a lot of moving parts. I personally buy the products, I see them on the menus on more and more mom and pop shops. We have the capacity to pump out volume and not rely on co manufactures. This is the growth phase. Honestly it’s cheep enough for the risk. For comparison, cannibis is also in its growth era, I use to buy pot from the guy down the street, now I buy it from a dispensary… it’s the same here. 30 years ago I use to buy pot from the guy down the street and throw cheeseburgers at my vegan friends. It’s been over a decade since I’ve ate meat. All things change. I have my feet planted firm. If they take this private, I’ll be here for the distribution payments. I have a handful of back burners that are set to simmer that I add water to when presented the chance. $VEGN $KNTK $PSNY $CMPS
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Estimize@EstimizeMay 14
Wall St is expecting 0.26 EPS for $KNTK Q2 [Reporting 08/12 AMC] http://www.estimize.com/intro/kntk?chart=historical&metric_name=eps&utm_co
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MarketBeat.com@MarketBeatMay 11
https://marketbeat.com/a/8646442/ $KNTK Kinetik Q1 Earnings Call Highlights
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Stocktwits Earnings@StocktwitsEarningsMay 7
$KNTK Q1 '26 Earnings Results & Recap Kinetik affirms full year 2026 Adjusted EBITDA guidance of $950M to $1.05B and maintains Capital Expenditures guidance of $450M to $510M, with processed gas volume estimated to grow low- to mid-single-digit percentage points.
View on StockTwits ↗