KGS trades 21.4% below Wall Street's consensus target of $84.00.
Last 12 months price action with 12-month analyst target path
The base valuation assumes KGS achieves its forward estimates and maintains a stable P/E multiple of 30.5x. This scenario reflects the blended consensus of 9 Wall Street analysts, balancing both positive catalysts and macroeconomic headwinds over the next 12 months.
As of June 23, 2026, Kodiak Gas Services, Inc. (KGS) has a Wall Street consensus price target of $84.00, based on estimates from 9 covering analysts. With the stock currently trading at $70.72, this represents a potential upside of +21.4%. The company has a market capitalization of $7.14B.
Analyst price targets range from a low of $76.00 to a high of $93.00, representing a 20% spread in expectations. The median target of $84.00 aligns closely with the consensus average. The tight target dispersion indicates high conviction among analysts.
The current analyst consensus rating is Buy, with 8 analysts rating the stock as a Buy or Strong Buy,1 rating it Hold, and 0 rating it Sell or Strong Sell. This overwhelmingly bullish sentiment suggests analysts see significant catalysts for upside ahead.
From a valuation perspective, KGS trades at a trailing P/E of 79.5x and forward P/E of 30.5x. Analysts expect EPS to grow +192.0% over the next year.
Our proprietary valuation model, which blends historical multiples with forward estimates, suggests a base-case price target of $20.41, with bear and bull scenarios of $12.86 and $26.90 respectively. Model confidence stands at 44/100, suggesting limited visibility into future performance.
| Company | Market Cap | Price | Target | Upside Potential | Rating | Fwd P/E | Analysts |
|---|---|---|---|---|---|---|---|
USACUSA Compression Partners, LP | $3.1B | $25.56 | $29.67 | +18.4% | Buy | 20.0x | 19 |
AROCArchrock, Inc. | $6.7B | $38.08 | $42.33 | +14.5% | Buy | 19.6x | 18 |
PUMPProPetro Holding Corp. | $1.8B | $15.04 | $16.67 | +13.0% | Buy | 426.3x | 30 |
NINENine Energy Service, Inc. | $530M | $12.23 | $18.00 | +60.0% | Hold | 2.3x | 9 |
WTTRSelect Water Solutions, Inc. | $2.1B | $18.48 | $22.00 | +24.3% | Buy | 33.4x | 15 |
ACDCProFrac Holding Corp. | $1.1B | $6.11 | $6.00 | -1.2% | Hold | — | 6 |
CATCaterpillar Inc. | $475.7B | $1022.28 | $882.20 | -10.5% | Buy | 40.0x | 53 |
GEGE Aerospace | $371.0B | $355.12 | $380.14 | +6.3% | Buy | 47.4x | 34 |
ETNEaton Corporation plc | $169.2B | $435.78 | $416.67 | -1.2% | Buy | 31.6x | 39 |
XOMExxon Mobil Corporation | $586.8B | $138.47 | $170.08 | +23.4% | Hold | 12.5x | 55 |
Quick answers to the most common questions about buying KGS stock.
The consensus Wall Street price target for KGS is $84, representing 21.4% upside from the current price of $70.72. With 9 analysts covering the stock, this strong upside suggests significant value not yet reflected in today's share price.
KGS has a consensus rating of "Buy" based on 9 Wall Street analysts. The rating breakdown is predominantly bullish, with 8 Buy/Strong Buy ratings. The consensus 12-month price target of $84 implies 21.4% upside from current levels.
KGS trades at a forward P/E of 30.5215x, representing a moderate valuation. With analysts targeting $84 (21.4% implied move), the stock appears reasonably valued with upside.
The most bullish Wall Street analyst has a price target of $93 for KGS, while the most conservative target is $76. The consensus of $84 represents the median expectation. Our quantitative valuation model projects a bull case target of $27 based on optimistic growth and margin assumptions. These targets typically reflect 12-month expectations.
KGS is moderately covered, with 9 analysts providing price targets and ratings. Of these, 0 have Strong Buy ratings, 8 have Buy ratings, 1 recommend Hold, and 0 have Sell or Strong Sell ratings. Higher analyst coverage generally indicates greater institutional interest and more reliable consensus estimates.
The 12-month KGS stock forecast based on 9 Wall Street analysts shows a consensus price target of $84, with estimates ranging from $76 (bear case) to $93 (bull case). The median consensus rating is "Buy". Our proprietary valuation model produces a base case fair value of $20, with bear/bull scenarios of $13/$27.
Our quantitative valuation model calculates KGS's fair value at $20 (base case), with a bear case of $13 and bull case of $27. The model uses discounted cash flow analysis, historical growth rates, and margin mean-reversion to project FY+2 earnings, then applies an appropriate P/E multiple. The model confidence score is 44/100.
KGS trades at a forward P/E ratio of 30.5x based on next-twelve-months earnings estimates compared to a trailing P/E of 79.5x. The lower forward P/E indicates analysts expect earnings growth. A forward P/E is useful for comparing valuations when earnings are expected to change significantly.
Wall Street analysts are very optimistic on KGS, with a "Buy" consensus rating and $84 price target (21.4% upside). 8 of 9 analysts rate it Buy or Strong Buy. This information is for educational purposes only. Always conduct your own research, consider your financial situation, and consult a financial advisor before making investment decisions.
KGS analyst price targets range from $76 to $93, a 20% tight range reflecting strong analyst consensus. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $84 consensus represents the middle ground. Our model's $13-$27 range provides an independent fundamental perspective.
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