William Blair analyst Neal Dingmann has maintained their bullish stance on KGS stock, giving a Buy rating on April 20.
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Neal Dingmann has given his Buy rating due to a combination of factors tied to Kodiak’s growth outlook and earnings trajectory. He expects rising U.S. natural gas output and increasing Permian power demand to support steady expansion in both the compression and power segments, with EBITDA projected to set new quarterly highs and the share price having about 20% upside to his $82 fair value target.
He also highlights the strategic DPS Power acquisition, which broadens Kodiak’s platform and adds scale while management prioritizes integration and disciplined capital allocation. Modest but continued horsepower additions, stable pricing trends, and strong demand for power solutions—especially for data centers using reciprocating engines—reinforce his view that Kodiak is well positioned for sustained, though somewhat uneven, growth through 2026.
According to TipRanks, Dingmann is a 4-star analyst with an average return of 3.6% and a 49.67% success rate. Dingmann covers the Energy sector, focusing on stocks such as Northern Oil And Gas, Diversified Energy Company, and APA.
In another report released on April 20, Goldman Sachs also maintained a Buy rating on the stock with a $69.00 price target.