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KOS

Kosmos Energy Ltd.

KOS

NYSE·Energy·Oil & Gas Exploration & Production·Mkt cap $985.1M

$2.07

+1.72%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$0.84 - $3.34

P/E

-1.23

Fwd P/E

-25.80

Beta

0.67

Div Yield

0.00%

Avg Vol

16.5M

Shares Out

481.7M

Mkt Cap

$985.1M

Price action

Price chart

Up 2.5% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Strategic deep-water assets in prolific Atlantic basins with established infrastructure
  • Diversified geographic portfolio reducing geopolitical and operational risk
  • Proven exploration track record with high-margin discovery potential
  • Balanced production and development portfolio generating near-term cash flow and long-term growth

Bear Case

1 risk

  • Low volatility (beta 0.7).

Growth

Stable outlook

Expansion of gas development projects in Mauritania and Senegal

Value

Deep value opportunity - significant discount to Oil & Gas E&P peers

Momentum

Falling

-30.5% over 3m

Quality

Thin

Mixed fundamentals

Dividend

None

No dividend

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: May 4, 2026

Q2 26 RECAP

MAY 5, 2026

Reported EPS of -$0.07 vs $0.08 consensus (-191.3% surprise). Revenue of $370.9M vs $405.2M expected (-8.5%).

EPS miss
Revenue miss

EPS surprise · last 4Q

0 of 1 beats

Q2 26

-191.3%

Next: May 4, 2026

Revenue trend · last 8Q

-22%

-31%

-13%

-24%

-25%

+45%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$450.9M

$407.8M

$397.6M

$290.1M

$392.6M

$311.2M

$297.4M

$421.7M

Margins · last 8Q

Gross

Operating

Profit

-53.5%

Wall Street consensus

3 analysts · 33% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

33%

Hold

1

33%

Sell

1

33%

Median Price Target

$2.45

+18.6% vs $2.07

Low $2.25
Median $2.45
High $3.00

Latest: Mizuho · $3.00 · May 27, 2026

3 analysts covering

vs Industry

How KOS stacks vs Oil & Gas Exploration & Production

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.