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KOKOS

Kosmos Energy Ltd.

Strong FundamentalsStrong FundamentalsRevenue growing 45% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (114/wk), no spike
$KOS·$1.3B·Oil & Gas Exploration & Production·Energy
$2.580.0%YTD+182.5%1Y+54.5%
Price updated 5h ago·X counts updated 2d ago
KOKOS
$KOSKosmos Energy Ltd.
$2.580.00%114 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $KOS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

114X posts · last 7 days
Sep 12Sep 27
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $KOS's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 60% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-08-10

Kosmos Energy posts frame Q2 as a breakout: adjusted net income of $68M versus a $93M loss year over year, revenue $607M, net production 71,400 boepd up 12%, and cost guidance improvement. Posters note J76 as the best well in over a decade and expect Goldman may raise its rating on the print.

Read what X is saying about $KOS

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $KOS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersCooling offAI verdict · as of 2026-09-28

Catching its breath after a run — could pick back up or fade from here.

Kosmos Energy is up 190% YTD on a J76 well win and Q2 breakout — a leveraged deepwater E&P now consolidating after the run.

Kosmos Energy is a deep-water oil and gas E&P focused on Africa, the Americas, and Europe — a genuinely leveraged E&P where success on any single well can move the P&L meaningfully. The stock is up 190% YTD.

  • The economics have inflected: Q1 revenue grew 45% YoY to $422M at 29% operating margin — a real cyclical turn from prior negative-margin quarters, driven by production growth and well performance.
  • The J76 well is the story: bulls call it the best well in over a decade for Kosmos, with net production reaching 71,400 boepd (+12%) — this is what a deep-water discovery does to a small-cap E&P's earnings profile.
  • Debt-to-equity of 5.8x is the honest limit: this is a leveraged E&P that needs continued well success to service and eventually delever the balance sheet — a fragile setup if oil rolls over.

Q3 earnings on Nov 9 is the confirmation — a beat plus firm 2027 production guidance and a Goldman rating upgrade restart the story; a soft well-performance print or a debt-refinancing comment and the highest-beta E&P cools quickly.

Agrees with X sentimentX bulls call Q2 the breakout print (adj net income $68M vs -$93M, revenue $607M, +12% production, cost improvement) and Goldman potentially raising its rating — the fundamentals back the framing. Clean agreement; the leverage is the honest counter.

What to watch: Q3 earnings on Nov 9 — a beat plus firm 2027 production guidance and a Goldman rating upgrade restart the story; a soft well-performance print or a debt-refinancing comment and the highest-beta E&P cools quickly.

On the calendar: 2026-11-09 — Q3 earnings

j76 well winleveraged epgoldman upgrade potential

Read the AI verdict on $KOS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Deep-water oil and gas E&P company with Atlantic Margin assets in Ghana, Equatorial Guinea, and the U.S. Gulf of Mexico.

Industry overviewAI analysisGenerated by AI from underlying data

Where Oil & Gas Exploration & Production sits in its cycle right now — and what that implies for $KOS.

Oil & Gas Exploration & Production · Energy

No material change from last week — Oil retreats as Macron calls G7 to release strategic reserves, trimming the geopolitical premium added by Houthi Red Sea seizure.

What this means for $KOS

Neutral — Deep-water oil and gas E&P company with Atlantic Margin assets in Ghana, Equatorial Guinea, and the U.S. Gulf of Mexico.

Industry benchmark

27-name peer basket
+35.0%YTD
+26.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-1.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
0.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
1.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-6.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-110%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
11.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
5.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 3, 2026$0.11$0.09+18.0%
Q1 2026May 5, 2026$-0.07$0.08-191.3%
Q4 2025Mar 2, 2026$-0.16$-0.13-25.0%
Q3 2025Nov 3, 2025$-0.15$-0.14-10.3%
Next earningsMon, Nov 9·consensus EPS $0.09

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$421.7M+45.3%35.9%29.4%$-0.45$19.5M
Q4 FY25$297.4M-25.2%-51.0%-57.0%$-0.79$-35.0M
Q3 FY25$311.2M-23.7%52.5%30.7%$-0.26$-98.9M
Q2 FY25$392.6M-12.9%-0.4%-6.3%$-0.18$44.6M

Forward consensus

5-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.7B$1.6B – $1.9B$0.27$0.23 – $0.307
FY27$1.6B$1.4B – $1.8B$0.28$0.24 – $0.3111
FY28$1.6B$1.5B – $1.8B$0.37-$0.17 – $0.709
FY29$1.6B$1.5B – $1.8B$0.45$0.39 – $0.504
FY30$1.5B$1.3B – $1.6B$0.61$0.53 – $0.694

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.70%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-4.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+11.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 488.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.735-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 2Nealesh D. ShahCFO46.0K sh$94KSellJul 2Josh R. MarionSVP and General Counsel25.0K sh$51KSellJul 2Ronald W. GlassVP & Chief Accounting Officer12.1K sh$25KSellJul 2Andrew G InglisCEO85.9K sh$176KSellMay 28Roy A. FranklinDirector43.5K sh$119KSellMay 27Grant John Douglas KelsoDirector43.5K sh$119KSellMay 27Steven SterinDirector38.6K sh$105K
+ 13 other (11 awards · 2 inkinds) in window

See when $KOS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDSep 218-K — Item 7.01: Press release / Reg FD
8-KPress release / Reg FDSep 88-K — Item 7.01: Press release / Reg FD
AI summary

Kosmos Energy (KOS) will partially redeem $25 million of its 7.750% Senior Notes due 2027 on September 18, 2026. The redemption modestly reduces near-term debt and interest expense. It signals available liquidity but is not a wholesale deleveraging event.

8-KPress release / Reg FDAug 38-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

KOS reported financial results for quarter. Full results are disclosed in a press release filed as Exhibit 99.1. Item 2.02 mandates simultaneous disclosure of material earnings data, ensuring all investors receive results at the same time. Investors should review the attached exhibit for complete financial figures and any forward guidance from KOS management.

8-KAcquisition completedJun 228-K — Item 2.01: Acquisition completed
AI summary

Kosmos Energy completed the sale of its Ceiba Field and Okume Complex interests in Block G, Equatorial Guinea, to Panoro Energy's subsidiary on June 16, 2026, receiving net cash consideration of approximately $127M post-adjustments. Asset disposition generating $127M cash.

8-KShareholder voteMay 288-K — Item 5.07: Shareholder vote
AI summary

Kosmos Energy held its 2026 Annual Meeting on May 28, 2026, with approximately 433.9M of 593.1M eligible shares represented (73.15%). Two Class I directors were up for election; detailed vote counts and additional proposals are not visible in the excerpt. Annual meeting results confirming quorum; director elections completed.

8-KPress release / Reg FDMay 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Kosmos Energy issued a press release with Q1 2026 results (quarter ended March 31, 2026), furnished as Exhibit 99.1. Quarterly earnings disclosure; figures in exhibit.

+ 10 other (3 13Gs · 2 10-Qs · 2 proxys · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Kosmos Energy (NYSE:KOS) Shares Gap Down – What’s Next?defenseworld.net·6d agoAre You Looking for a Top Momentum Pick? Why Kosmos Energy (KOS) is a Great Choicezacks.com·16d agoLegal & General Group Plc Takes Position in Kosmos Energy Ltd. $KOSdefenseworld.net·22d agoAll You Need to Know About Kosmos Energy (KOS) Rating Upgrade to Buyzacks.com·27d agoAre Oils-Energy Stocks Lagging Kosmos Energy (KOS) This Year?zacks.com·27d ago

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Voices on X · last 7 days

No standout posts about $KOS on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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