$KGS

BofA Securities reduced its price target for Kodiak Gas Services (NYSE:KGS) to $74 from $83, citing slower-than-expected deal pacing in its power business. The firm maintains a Buy rating, noting potential upside. Kodiak's shares have fallen 30% in six months but shown strong five-year returns. The company reported Q2 2026 revenue of $391.1 million, up 21% year-over-year, and adjusted earnings of $0.55 per share, exceeding estimates.

RBC Capital cut its price target for Kodiak Gas Services (KGS) to $82 from $88, citing timing of equipment deployment, while maintaining an Outperform rating. The company's stock trades at $47.49, with a market cap of $4.83B. KGS reported Q2 2026 revenue of $391.1M, beating estimates, and adjusted EBITDA of $217M. Analysts have mixed price targets, ranging from $65 to $92.

Kodiak Gas Services' average price target dropped from $80.75 to $80.07, with estimates ranging from $65 to $93 per share, according to 15 analysts. The updated target suggests a 60% upside from the Oct. 14 closing price. The consensus rating remains 'Buy' across 16 analysts.

Permian Resources, Kinetik, Kodiak Gas Services, and Texas Pacific Land are among the shale stocks to watch ahead of third-quarter earnings. Permian Resources reported record adjusted free cash flow of $751 million, raised oil guidance, and reduced debt. Kinetik saw record EBITDA and free cash flow, with plans for expansion. Kodiak Gas Services invested in power projects despite a free cash flow loss.

Analysts from Mizuho and UBS maintained Buy ratings on Chevron (CVX) with price targets of $234 and $235, respectively. Kodiak Gas Services (KGS) and Crescent Energy (CRGY) also received Buy ratings from Mizuho and UBS, with price targets of $72 and $18, respectively. All three companies have consensus price targets suggesting significant upside.

Mizuho reduced its price target for Kodiak Gas Services (KGS) to $72 from $81, citing delays in power deployment. The firm expects 225 MW of additions in 2027, down from 400 MW, shifting earnings to 2028-2029. KGS shares are down 10.8% over six months but up 64.9% over the past year. The company reported strong Q2 2026 results, with revenue of $391.1 million and adjusted earnings of $0.55 per share, exceeding estimates.

Calumet reported $1.45B revenue, up 40.8% YoY, beating estimates. Stock up 38.4%. Kodiak Gas Services reported $391.1M revenue, up 21.1%, missing EPS. Stock down 5.8%. Kinder Morgan reported $4.48B revenue, up 10.8%, beating estimates. Stock flat. Expand Energy reported $2.51B revenue, down 10.6%, beating estimates. Stock flat. Market focus shifted from AI to geopolitics.

Calumet reported $1.45B revenue, up 40.8% YoY, beating estimates. Kodiak Gas Services reported $391.1M revenue, up 21.1% YoY, missing EPS estimates. Expand Energy reported $2.51B revenue, down 10.6% YoY, beating estimates. Genesis Energy reported $532M revenue, up 41% YoY, beating estimates. Stocks reacted accordingly.

Jefferies reduced its price target for Kodiak Gas Services (KGS) to $65 from $69, citing timing risks and limited near-term catalysts. The stock trades at $54.64 with a $5.52B market cap. Despite the lower target, Jefferies maintains a Buy rating, noting long-term opportunities. KGS reported Q2 2026 revenue of $391.1M, beating estimates, and raised its adjusted EPS to $0.55 and EBITDA to $217M. Stifel raised its target to $92, citing strong demand and execution.

Select Water Solutions (WTTR), ProPetro (PUMP), Kodiak Gas Services (KGS), and NESR (NESR) stocks fell 3.2% to 3.7% as Treasury yields hit multi-decade highs and energy market tightness prompted global reserve actions. WTTR's volatility is noted, with a recent acquisition of Pilot Water Solutions for $700M. WTTR is up 72.6% YTD but 14% below its 52-week high.