Kosmos Energy Ltd.

Kosmos Energy Ltd.

KOSยทNYSE

$2.99

+0.67%
EnergyOil & Gas Exploration & Production

Kosmos Energy Ltd., a deep-water independent oil and gas exploration and production company, focuses along the Atlantic Margins. The company's primary assets include production offshore Ghana, Equatorial Guinea, and the U.S. Gulf of Mexico, as well as a gas development offshore Mauritania and Senegal. It also maintains a proven basin exploration program. The company was founded in 2003 and is headquartered in Dallas, Texas.

At a Glance

Live Snapshot
Market Cap$1.45B
EPS-1.4700
P/E Ratio-2.03
Earnings Date08/03/2026
kos

Kosmos Energy Ltd. Street Expectations Map

KOS ยท NYSE

Wall Street analysts project that KOS stock may see slight declines over the coming 12 months. The consensus 1-year price target stands at 2.85, with estimates ranging from a low of 2.40 to a high of 3.50.

Lowest Target
2.40
-19.73%
Consensus Target
2.85
-4.68%
Highest Target
3.50
17.06%

The consensus 1-year price target stands at 2.85, with estimates ranging from a low of 2.40 to a high of 3.50.

Analyst Consensus Analysis

Upside Potential

-4.7%

Fair value territory. Stock trading near consensus target suggests limited near-term catalysts. Focus on fundamental developments.

Analyst Agreement

38.6% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

0.86x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Moderate

Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Kosmos Energy Ltd. Forward Estimates of Revenue

KOS ยท NYSE
Latest Revenue
1.30B
FY 2025
Avg Estimate
1.57B
FY 2026
Estimate Range
1.45B - 1.68B
Analyst Spread

Forward Growth Analysis

Projected Growth+21.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread15%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Kosmos Energy Ltd. Forward Estimates of Net Income

KOS ยท NYSE
Latest Net Income
-699.79M
FY 2025
Avg Estimate
-19.00M
FY 2026
Estimate Range
-21.70M - -17.80M
Analyst Spread

Forward Growth Analysis

Projected Growth+97.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread21%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Kosmos Energy Ltd. Forward Estimates of EPS

KOS ยท NYSE
Latest EPS
-1.47
FY 2025
Avg Estimate
$-0.04
FY 2026
Estimate Range
$-0.05 - $-0.04
Analyst Spread

Forward Growth Analysis

Projected Growth+97.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread20%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Kosmos Energy Ltd. Forward Estimates of EBIT

KOS ยท NYSE
Latest EBIT
-270.93M
FY 2025
Avg Estimate
126.15M
FY 2026
Estimate Range
116.01M - 135.03M
Analyst Spread

Forward Growth Analysis

Projected Growth+146.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread15%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Kosmos Energy Ltd. Forward Estimates of EBITDA

KOS ยท NYSE
Latest EBITDA
322.91M
FY 2025
Avg Estimate
675.81M
FY 2026
Estimate Range
621.47M - 723.37M
Analyst Spread

Forward Growth Analysis

Projected Growth+109.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread15%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Kosmos Energy Ltd. Forward Estimates of SG&A Expense

KOS ยท NYSE
Latest SG&A Expense
76.12M
FY 2025
Avg Estimate
106.39M
FY 2026
Estimate Range
97.83M - 113.88M
Analyst Spread

Forward Growth Analysis

Projected Growth+39.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread15%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Kosmos Energy Ltd. Insider Positioning

KOS ยท NYSE

During the last 12 months, insiders have purchased $7.34M and sold $721K worth of KOS shares, resulting in $6.62M of net buying activity.

3 Months

Bought

3.7M

7.00M

Sold

125.6K

342.80K

Net Activity

+6.7M

+$6.66M

3-6 Months

Bought

0

0.00

Sold

272.8K

377.59K

Net Activity

-378K

-$378K

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

193.2K

340.00K

Sold

574

1.04K

Net Activity

+339K

+$339K

Top Buyers

1
OAO

Ogunlesi Adebayo O.

Director

3.2M sharesโ€ข1 transactions

$6.00M

2
IAG

Inglis Andrew G

Director, Officer: Chairman And Ceo

315.8K sharesโ€ข1 transactions

$600K

3
SND

Shah Nealesh D.

Officer: Svp And Cfo

157.9K sharesโ€ข1 transactions

$300K

4
FRA

Franklin Roy A.

Director

96.6K sharesโ€ข1 transactions

$170K

5
GJDK

Grant John Douglas Kelso

Director

96.6K sharesโ€ข1 transactions

$170K

Top Sellers

1
IAG

Inglis Andrew G

Director, Officer: Chairman And Ceo

148.2K sharesโ€ข2 transactions

$205K

2
FRA

Franklin Roy A.

Director

43.8K sharesโ€ข2 transactions

$119K

3
GJDK

Grant John Douglas Kelso

Director

43.7K sharesโ€ข2 transactions

$119K

4
SND

Shah Nealesh D.

Officer: Svp And Cfo

79.1K sharesโ€ข2 transactions

$110K

5
SS

Sterin Steven

Director

38.6K sharesโ€ข1 transactions

$105K

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $6.62M net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

10.17:1

Exceptional buy/sell ratio. Buying dramatically outweighs sellingโ€”one of the strongest possible insider signals.

Recent Trend (3 Months)

$6.66M

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

Balanced

5 insider buyers and 5 sellers. Equal participation suggests mixed or neutral insider views.

Insider Activity Insight

Strong confluence of bullish signals: High buy/sell ratio, multiple insiders participating, and recent buying momentum all point to significant insider confidence. This level of coordinated buying often precedes positive developments.