zacks.com · 9 jul

Baker Hughes Boosts Power Growth With Multi-Year KGS Agreement

BKR expands its power infrastructure business through a multi-year Kodiak Gas deal supporting growing electricity demand from AI and data centers.

benzinga.com · 8 jul

Kodiak Gas Powers Multi-Year Turbine Push with Baker Hughes

Kodiak Gas Services, Inc. (NYSE:KGS) shares are up on Wednesday as the company announced a multi-year agreement with Baker Hughes Company (NASDAQ:BKR).

businesswire.com · 8 jul

Kodiak Gas Services, Baker Hughes Announce Multi-Year Gas Turbine Order Agreement to Support U.S. Data Center Growth

THE WOODLANDS, Texas--(BUSINESS WIRE)--Kodiak Gas Services, Inc. (NYSE: KGS) (“Kodiak”), a leading provider of critical energy infrastructure, and Baker Hughes (NASDAQ: BKR), an energy technology company, announced a multi-year strategic agreement under which Baker Hughes will provide power generation solutions to support Kodiak's expanding energy infrastructure initiatives. The agreement is anchored by an initial equipment award that will enable approximately 1 gigawatt (GW) of reliable, scala.

zacks.com · 2 jul

NESR vs. KGS: Which Stock Is the Better Value Option?

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?

zacks.com · 22 jun

Implied Volatility Surging for Kodiak Gas Services Stock Options

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

seekingalpha.com · 18 jun

Kodiak Gas Services: Distributed Power Can Support A Buy Rating

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.

zacks.com · 15 jun

NESR or KGS: Which Is the Better Value Stock Right Now?

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?

seekingalpha.com · 21 may

Why Kodiak Gas Could Become An AI Power Winner

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.