Kodiak Gas Services (NYSE:KGS) Stock Price Target Lowered at Royal Bank Of Canada

Kodiak Gas Services (NYSE:KGS) had its price target cut by Royal Bank Of Canada from $82.00 to $78.00 in a research report issued to clients and investors on Tuesday, Benzinga reports. The brokerage currently has an “outperform” rating on the stock. Royal Bank Of Canada‘s price objective would indicate a potential upside of 79.71% from the company’s current price.

A number of other equities research analysts also recently commented on the stock. Bank of America cut their target price on shares of Kodiak Gas Services from $83.00 to $74.00 and set a “buy” rating for the company in a research report on Tuesday, October 27th. Zacks Research cut Kodiak Gas Services from a “hold” rating to a “strong sell” rating in a report on Tuesday, October 27th. Stifel Nicolaus dropped their price target on Kodiak Gas Services from $92.00 to $90.00 and set a “buy” rating on the stock in a research note on Tuesday. Jefferies Financial Group set a $52.00 price target on Kodiak Gas Services in a research note on Tuesday. Finally, Barclays cut their price objective on Kodiak Gas Services from $72.00 to $67.00 and set an “overweight” rating for the company in a report on Monday, October 5th. Fourteen equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $76.50.

Kodiak Gas Services Stock Performance

Shares of KGS stock traded down $1.27 during trading hours on Tuesday, reaching $43.40. The company had a trading volume of 360,856 shares, compared to its average volume of 1,749,018. The business has a fifty day moving average price of $52.60 and a 200-day moving average price of $59.11. Kodiak Gas Services has a one year low of $32.55 and a one year high of $77.68. The firm has a market cap of $4.40 billion, a PE ratio of 51.75 and a beta of 1.07. The company has a debt-to-equity ratio of 1.28, a quick ratio of 1.15 and a current ratio of 1.45.

Kodiak Gas Services (NYSE:KGS) last released its quarterly earnings data on Monday, November 9th. The company reported $0.70 earnings per share for the quarter, beating the consensus estimate of $0.62 by $0.08. The firm had revenue of $401.79 million during the quarter, compared to analysts’ expectations of $387.50 million. Kodiak Gas Services had a net margin of 5.77% and a return on equity of 11.92%. The firm’s quarterly revenue was up 24.5% on a year-over-year basis. During the same period in the previous year, the company earned $0.36 earnings per share. Sell-side analysts predict that Kodiak Gas Services will post 2.43 earnings per share for the current fiscal year.

Insider Activity at Kodiak Gas Services

In related news, COO William Lenamon sold 1,000 shares of the firm’s stock in a transaction on Monday, October 12th. The stock was sold at an average price of $53.25, for a total value of $53,250.00. Following the transaction, the chief operating officer directly owned 84,294 shares of the company’s stock, valued at approximately $4,488,655.50. This trade represents a 1.17% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Pedro R. Buhigas sold 3,663 shares of Kodiak Gas Services stock in a transaction dated Wednesday, September 16th. The shares were sold at an average price of $58.14, for a total value of $212,966.82. Following the transaction, the insider directly owned 32,413 shares in the company, valued at approximately $1,884,491.82. The trade was a 10.15% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 23,002 shares of company stock worth $1,325,334. 0.64% of the stock is owned by company insiders.

Hedge Funds Weigh In On Kodiak Gas Services

Institutional investors have recently bought and sold shares of the stock. Public Employees Retirement System of Ohio bought a new stake in shares of Kodiak Gas Services in the 2nd quarter worth about $29,000. Core Capital Management & Research inc. purchased a new stake in Kodiak Gas Services during the second quarter valued at approximately $64,000. Harbor Investment Advisory LLC bought a new stake in shares of Kodiak Gas Services in the 2nd quarter valued at approximately $76,000. Allworth Financial LP bought a new stake in shares of Kodiak Gas Services in the 2nd quarter valued at approximately $80,000. Finally, Hilltop National Bank purchased a new position in shares of Kodiak Gas Services in the 2nd quarter worth approximately $102,000. 24.95% of the stock is owned by hedge funds and other institutional investors.

Kodiak Gas Services News Summary

Here are the key news stories impacting Kodiak Gas Services this week:

• Positive Sentiment: Kodiak reported Q3 earnings of $0.70 per share, above the $0.62 consensus estimate and up from $0.36 a year earlier. Revenue rose 24.5% year over year to $401.8 million, also beating expectations of $387.5 million. Kodiak Q3 2026 results and guidance
• Positive Sentiment: The company increased its full-year 2026 Adjusted EBITDA and discretionary cash flow guidance. Its EBITDA outlook has a midpoint of $850 million, supporting the positive market reaction. Kodiak targets $850 million EBITDA midpoint
• Positive Sentiment: Kodiak highlighted the addition of approximately 170,000 horsepower, alongside record Compression Infrastructure segment revenue of $318.4 million—indicators of expanding operating activity. Kodiak Q3 2026 operating highlights

About Kodiak Gas Services

Kodiak Gas Services provides contract natural gas compression services to energy companies in the United States. Its equipment helps move natural gas from production sites through gathering and processing systems and into pipelines.

The company supplies, installs, operates and maintains compression equipment, including large-horsepower compressor units. Its services support natural gas production and transportation across major U.S. oil and gas regions.

Based in The Woodlands, Texas, Kodiak became a publicly traded company in 2023.