Kosmos Energy Ltd

Kosmos Energy Ltd (KOS) Stock Analysis

$2.780

+0.104 (+3.73%)At close

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High
2.810
Open
2.710
VWAP
2.75
Volume
11.25M
Mkt Cap
2.61B
Low
2.650
Amount
30.90M
EV/EBITDA, TTM
3.05

Kosmos Energy Ltd. is a deepwater exploration and production company. The Company has diversified oil and gas production from assets offshore Ghana, Mauritania, Senegal and the Gulf of America. The Company's Ghana operations include Jubilee Field and TEN Fields. The Jubilee Field straddles both the West Cape Three Points and Deepwater Tano blocks. The Deepwater Tano Block is adjacent to the West Cape Three Points block in the Tano Basin offshore Ghana. It also has interests in EG-24, which located in the Gulf of Guinea. Its Greater Tortue Ahmeyim Project is an offshore liquified natural gas project in Mauritania and Senegal. It has the Saint Louis Offshore Profond and Cayar Offshore Profond Blocks are located in the Senegal River Cretaceous petroleum system. Its key fields in the Gulf of America include Odd Job, Tornado, Kodiak, Winterfell and Tiberius. It is an operator for the petroleum contract covering Block 5, offshore Sao Tome and Principe in the Gulf of Guinea.

AI analysis of Kosmos Energy Ltd (KOS)

Buy

Kosmos Energy Ltd is a good buy right now, trading at $2.78 with a forward P/E of 4.73, indicating potential for growth. The recent earnings report showed a turnaround with a net income of $184.78 million in Q2 2026, compared to a loss of $87.74 million a year earlier, reflecting strong operational improvement. However, the company's debt remains a concern, with a net debt to EBITDA ratio of 1.8 times, which is significantly higher than the peer average of 0.5 times.

Analyst Ratings (15)

-22.30% Downside
Buy
11 Buy
4 Hold
0 Sell
Current: 2.78
Low
0.80
Average
2.16
High
4.00

BofA

2026-10-09

Price Target

—

Underperform

BofA

2026-09-09

Price Target

—

Underperform

Mizuho

2026-05-27

Price Target

$3

Underperform

Goldman Sachs

2026-05-20

Price Target

—

Sell

Bernstein

2026-05-11

Price Target

—

Market Perform

Valuation Metrics

The current forward P/E ratio for Kosmos Energy Ltd (KOS) is 4.73, compared to its 5-year average forward P/E of 1.57.

Forward P/E

Fair
5Y Average P/E
1.57
Current P/E
4.73
Overvalued
34.19
Undervalued
-31.04

Forward EV/EBITDA

Fair
5Y Average EV/EBITDA
2.87
Current EV/EBITDA
3.05
Overvalued
8.79
Undervalued
-3.04

Forward P/S

Fair
5Y Average P/S
1.15
Current P/S
1.02
Overvalued
1.59
Undervalued
0.70

Alphio AI Price Scenarios for KOS

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%KOS

$1.25

Scenario price

B

Base

Base · 50%KOS

$1.20

Scenario price

B

Bear

Bear · 25%KOS

$1.02

Scenario price

Whales holding KOS

C

Cobas Asset Management, SGIIC, SA

+ HoldingKOS

+5.86%

3M Return

Events Timeline

2026-08-03 (ET)

05:30:00

Company Reports Q2 Revenue of $607M, Beating Expectations

2026-07-06 (ET)

09:00:00

Nasdaq and S&P 500 Futures Rise as Chip Stocks Rebound

2026-05-05 (ET)

05:20:00

Company Reports Q1 Revenue of $370.9M, Below Expectations

News

KOS FAQ — answered by Alphio AI

Kosmos Energy Ltd. is a deepwater exploration and production company. The Company has diversified oil and gas production from assets offshore Ghana, Mauritania, Senegal and the Gulf of America. The Company's Ghana operations include Jubilee Field and TEN Fields. The Jubilee Field straddles both the West Cape Three Points and Deepwater Tano blocks. The Deepwater Tano Block is adjacent to the West Cape Three Points block in the Tano Basin offshore Ghana. It also has interests in EG-24, which located in the Gulf of Guinea. Its Greater Tortue Ahmeyim Project is an offshore liquified natural gas project in Mauritania and Senegal. It has the Saint Louis Offshore Profond and Cayar Offshore Profond Blocks are located in the Senegal River Cretaceous petroleum system. Its key fields in the Gulf of America include Odd Job, Tornado, Kodiak, Winterfell and Tiberius. It is an operator for the petroleum contract covering Block 5, offshore Sao Tome and Principe in the Gulf of Guinea. It operates in the Energy sector (CRUDE PETROLEUM & NATURAL GAS industry).

Kosmos Energy Ltd is a good buy right now, trading at $2.78 with a forward P/E of 4.73, indicating potential for growth. The recent earnings report showed a turnaround with a net income of $184.78 million in Q2 2026, compared to a loss of $87.74 million a year earlier, reflecting strong operational improvement. However, the company's debt remains a concern, with a net debt to EBITDA ratio of 1.8 times, which is significantly higher than the peer average of 0.5 times.

15 analysts cover KOS: 11 rate it Buy, 4 Hold and 0 Sell. The average price target is 2.16.

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This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

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