MAR 12·The Globe and Mail▲
Raymond James Remains a Buy on Kodiak Gas Services, Inc. (KGS)
Raymond James has maintained a Buy rating on Kodiak Gas Services, Inc. (KGS) with a price target of $56.00, following the company's strong Q4 earnings report. Kodiak Gas Services reported a quarterly revenue of $332.87 million and a net profit of $24.63 million, showing growth compared to the previous year. This positive outlook is echoed by Barclays, while TipRanks – Anthropic reiterated a Hold rating.
MAR 9·Simply Wall St▲
Will Record Contract Services Margins and 97.7% Utilization Change Kodiak Gas Services' (KGS) Narrative
Kodiak Gas Services (KGS) reported strong Q4 2025 results with revenue of US$332.87 million, net income of US$24.63 million, and notably, a 97.7% fleet utilization rate and record adjusted gross margins in its Contract Services segment. These operational efficiencies reinforce the company's investment narrative, suggesting sustained demand for gas compression, though risks include capital intensity and reliance on natural gas activity levels. The article details Kodiak's 2026 guidance, projecting adjusted EBITDA of US$750 million to US$780 million, and explores various analyst perspectives on the company's future growth and valuation.