SecBot SecBot

KGS

Kodiak Gas Services, Inc.
NYSE· Natural Gas Transmission· Inc. DE· CIK 0001767042 Traditional Energy
$45.45 +1.14 (+2.57%)
Oct 26 4:00 PM ET · prev $44.31
Market cap
$4.5B
Mid cap
Consensus
Buy
95% Buy or better · 20 analysts
Median target
$81.50
+79% · range $65.00–93.00
Next earnings
Nov 11
in 16 days
1 year
+26.3%
from $35.99 · Oct 27
30 days
−13.8%
from $52.72
52-week range
$32.95–76.27
−40% from high · low Nov 17
Avg volume 20D
1.84M
shares / day
Short interest
🔒 Subscribers only
Insider net
−$5.0M
2 buyers · 5 sellers · since Mar 8
New fund stakes
7
Q2 2026 13F · 1 exit
Filing reports
16
analyzed by SecBot
SecBot read BULLISH 4 reports · 90 days
Balance 1 bearish · 2 bullish · 1 neutral oldest → newest, height = score
Avg score ·High conf. 2/4 ·Next Earnings date, Nov 11, 2026
Strongest BULLISH A massive institutional cluster in KGS shows 59 buyers adding $448M in net new positions during 2026-Q2, led…
All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

Signal stack

Where each data set points today.

  • InsidersBEARISH

    2 insiders bought $602.6K at an average $54.78. 5 insiders sold $5.6M. Price is 17% below their cost.

  • InstitutionsBULLISH

    Q2 2026: 60 added (7 new), 21 trimmed or exited. Largest new: Lone Pine Capital $63.5M, Driehaus Capital Management $49.3M.

  • AnalystsBULLISH

    19 of 20 rate it Buy or better. Every target is above the price.

  • TrendDOWNTREND

    19% below its 50-day average.

Who's buying

13F· Q2 2026
7
new positions
1
exit
$222.8M
in new stakes
FundMoveSharesValue
VANGUARD PORTFOLIO MANAGEMENT LLCDOUBLED4,128,008$310.1M
PRICE T ROWE ASSOCIATES INC /MD/ADD3,035,578$228.1M
GEODE CAPITAL MANAGEMENT, LLCADD2,491,617$187.2M
WELLINGTON MANAGEMENT GROUP LLPADD2,432,174$182.7M
MORGAN STANLEYADD1,261,964$94.8M
CITADEL ADVISORS LLCTRIM1,177,330$88.5M
BNP PARIBAS FINANCIAL MARKETSADD1,084,271$81.5M
NORTHERN TRUST CORPADD1,038,831$78.0M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

20 analysts
Buy 95% rate it Buy or better
Strong Buy7Buy12Hold1Sell0Strong Sell0
12-month targets · 14 analysts

Price is below the lowest target. Median implies +79%.Targets as of Oct 27, 2026.

Recent actions
DateFirmActionRating
Oct 16, 2026RBC Capital
MAINTAIN
MAINTAINOutperform
Oct 9, 2026Citigroup
MAINTAIN
MAINTAINBuy
Oct 8, 2026JP Morgan
MAINTAIN
MAINTAINOverweight
Oct 8, 2026Jefferies
MAINTAIN
MAINTAINBuy
Oct 5, 2026Barclays
MAINTAIN
MAINTAINOverweight
Aug 13, 2026RBC Capital
MAINTAIN
MAINTAINOutperform

Insider ledger

Form 4
$602.6K
bought · 2 insiders
$5.6M
sold · 5 insiders
−17.0%
vs their $54.78 cost
DateInsiderTypeValue
Oct 12, 2026
Lenamon William Chad
Executive Vice President & COO
SELL$53.3K
Oct 5, 2026
McKee Robert Michael
President & CEO
SELL$143.8K
Sep 16, 2026
Buhigas Pedro R.
Chief Information Officer
SELL$213.0K
Sep 14, 2026
Hamilton Ewan William
EVP & Chief Accounting Officer
SELL$168.8K
Sep 11, 2026
Lenamon William Chad
Executive Vice President & COO
SELL$63.2K
Sep 8, 2026
Green Steven Lee
EVP & Chief Commercial Officer
TAX W/H$119.1K
Sep 1, 2026
McKee Robert Michael
President & CEO
SELL$355.8K
Aug 19, 2026
McKee Robert Michael
President & CEO
SELL$374.8K

Earnings setup

Estimates
Nov 11
reports in 16 days

Revision history: 🔒 Fresh data, subscribers only

PeriodEPS est.Range30D rev.Revenue
Current Q🔒 Fresh data, subscribers only
Next Q🔒 Fresh data, subscribers only
Current FY$2.54$2.15–$2.87-3.0%$1.5B
Next FY$3.17$2.63–$3.77-2.0%$1.7B

Short side

FINRA· Oct 15, 2026
🔒 Subscribers only
shares short
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 12, 2026 Insider
Lenamon William Chad sold 1,000 shares
Executive Vice President & COO @ $53.25 ($53.3K)
Oct 5, 2026 Insider
McKee Robert Michael sold 2,666 shares
President & CEO @ $53.95 ($143.8K)
Sep 17, 2026 SEC
Three Kodiak Gas Services insiders (CIO, EVP & CAO, EVP & COO) sold a total of ~$445K in open-market sales over a…
CLUSTER — Impact 4/10
Sep 16, 2026 Insider
Buhigas Pedro R. sold 3,663 shares
Chief Information Officer @ $58.14 ($213.0K)
Sep 15, 2026 SEC
Two KGS insiders (EVP & Chief Accounting Officer and EVP & COO) sold a combined $232K in open-market sales over a…
CLUSTER — Impact 2/10
Sep 10, 2026 SEC
A massive institutional cluster in KGS shows 59 buyers adding $448M in net new positions during 2026-Q2, led by Lone…
INST-CLUSTER — Impact 6/10
Aug 6, 2026 Earnings calendar
KGS Q2 2026 Earnings Scheduled — 2026-08-06
Jun 30, 2026 Inst.
VANGUARD PORTFOLIO MANAGEMENT LLC — DOUBLED
4,128,008 shares ($310.1M)
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Upcoming
Nov 11, 2026
Earnings date
KGS Q3 2026 Earnings Scheduled — 2026-11-11
Recent
Aug 6, 2026
Earnings date
KGS Q2 2026 Earnings Scheduled — 2026-08-06
Jun 30, 2026
Short interest
Short Interest: KGS up 31% to 8.9M shares
Settlement 2026-06-30 | Days to cover: 3.51 | ≈10.01% of shares outstanding (est.)
May 13, 2026
Short interest
FTD: KGS — 30,697 shares ($2.3M) failed to deliver
Settlement: 20260513, Price: $75.14, FTD Value: $2,306,572.58, KODIAK GAS SVCS INC COM
May 13, 2026
Earnings date
KGS Q1 2026 Earnings Scheduled — 2026-05-13
May 11, 2026
Earnings date
KGS Q1 2026 Earnings Scheduled — 2026-05-11

SecBot reports

16 filings · 3 bullish · 5 bearish · 1 mixed · 7 neutral
All KGS filing & press-release reports (16)