For the third quarter of 2026, Kodiak Gas Services is expected to report consensus revenue of $387.50 million and an EPS of $0.64, with the current stock price of $38.93 trading significantly below the average analyst target of $79.18.
Investors are primarily monitoring the impact of a proposed Texas data center moratorium on the company's distributed power system deployment, which has recently pressured the stock's valuation.
Despite regulatory headwinds in power infrastructure, the core compression business remains strong with anticipated horsepower utilization rates near 98%. Management is also expected to provide clarity on dividend sustainability given the current elevated payout ratio and high capital expenditure requirements for fiscal 2027.