KGS

THE WOODLANDS, Texas--(BUSINESS WIRE)--Kodiak Gas Services, Inc. (NYSE: KGS), ("Kodiak" or the "Company") today announced that it will release second quarter 2026 financial results on Thursday, August 6, 2026 after the market closes. In conjunction with the release, the Company will host a conference call and webcast on Friday, August 7, 2026 at 11:00 a.m. Eastern Time (10:00 a.m. Central Time). What: Kodiak Gas Services Second Quarter 2026 Earnings Conference Call   When: Friday, August 7, 202.

Investors interested in stocks from the Oil and Gas - Mechanical and and Equipment sector have probably already heard of National Energy Services Reunited (NESR) and Kodiak Gas Services (KGS). But which of these two stocks is more attractive to value investors?

Investors interested in stocks from the Oil and Gas - Mechanical and and Equipment sector have probably already heard of National Energy Services Reunited (NESR) and Kodiak Gas Services (KGS). But which of these two stocks is more attractive to value investors?

Investors need to pay close attention to KGS stock based on the movements in the options market lately.

Initiate buy rating on Kodiak Gas Services due to its high-margin compression base and substantial distributed power growth runway. KGS's compression segment operates at 98% utilization with 70% gross margins, providing stable baseline earnings and capital for expansion. The distributed power segment targets >2 GW by 2030, offering significant EBITDA growth potential as data centers seek rapid, reliable power.

Investors looking for stocks in the Oil and Gas - Mechanical and and Equipment sector might want to consider either National Energy Services Reunited (NESR) or Kodiak Gas Services (KGS). But which of these two companies is the best option for those looking for undervalued stocks?

I am rating Kodiak Gas Services (KGS) a Strong Buy because I believe the company is evolving from a high-quality compression business into a mission-critical power infrastructure platform for data-centers. My 2028 adjusted EBITDA estimate is $1.2Bn, built from compression, DPS power platform, and new power capacity additions. My price target is $130, representing 78% upside potential from current $73 price. I arrive at my PT by using 12.21x FWD EV/EBITDA multiple and $1.2Bn adjusted EBITDA.

THE WOODLANDS, Texas--(BUSINESS WIRE)--Kodiak Gas Services, Inc. (NYSE: KGS) (“Kodiak” or the “Company”) today announced that it has priced its previously announced underwritten public offering of 10,563,380 shares of common stock (the “Offering”) at a price to the public of $71.00 per share. Additionally, the Company has granted the underwriters a 30-day option to purchase up to an additional 1,584,507 shares of its common stock from the Company at the public offering price, less underwriting.

Kodiak Gas Services delivered strong Q1 2026 results, with record adjusted EBITDA and robust discretionary cash flow growth. KGS benefits from tight compression equipment supply, rising pricing power, and long-duration customer contracts, supporting stable cash flows. The company is expanding into distributed power generation, targeting data center demand and securing significant future capacity.

Kodiak Gas Services NYSE: KGS reported record first-quarter 2026 Adjusted EBITDA and raised its full-year outlook as the company highlighted continued strength in contract compression and outlined an aggressive growth plan for its newly acquired distributed power business.