KOS

Over the past six months, Kosmos Energy's stock price has seen significant movements, including a 72.49% increase between September 15, 2025, and September 14, 2026, and a 56% increase in its 1-year change from September 18, 2025, to September 18, 2026. Key events include the announcement of strong Q2 2026 results on August 3, 2026, with a net income of $185 million, beating analyst estimates despite a cautious 'Reduce' rating due to negative net margins. Operational updates in July 2026 highlighted strong first-half performance, alongside the completion of the sale of Equatorial Guinea assets for $127 million and an agreement to sell a 33.33% stake in Logan Oil Discoveries and the Tiberius project in the Gulf of Mexico. In September 2026, the company provided production guidance of 68,000-72,000 boe per day for Q3 and 69,000-74,000 boe per day for the full year. The stock price has been sensitive to crude oil prices, declining when prices eased but surging earlier in September 2026 due to Middle East supply concerns. Kosmos Energy has also been actively deleveraging, reducing its debt by over $400 million since the start of 2026, with net debt projected to be below 2x by year-end 2026.