Natural Gas Services Group, Inc. (NGS)

In the past six months, Natural Gas Services Group, Inc. (NGS) stock has experienced several notable events. As of January 9, 2026, the share price was $34.39, representing a 26.85% increase from January 13, 2025. NGS reported record results for the third quarter of 2025, surpassing analyst expectations with an EPS of $0.46 and revenue of $43.4 million. NGS reported rental revenue of $39.6 million, a 13.3% year-over-year increase, and Adjusted EBITDA of $19.7 million, a 19.5% year-over-year increase. NGS reported rental revenue of $38.2 million for Q4 2024 and $144.2 million for the full year 2024. Following strong Q3 2025 results, NGS raised its full-year 2025 Adjusted EBITDA guidance. NGS announced an inaugural quarterly dividend of $0.10 per share in Q2 2025, which was increased to $0.11 and paid on December 3, 2025. On January 13, 2026, Raymond James downgraded NGS from "Strong Buy" to "Outperform" but raised its price target from $34.00 to $42.00. On November 12, 2025, Stifel Nicolaus increased their price target from $33.00 to $39.00 and maintained a "Buy" rating. Zacks Research upgraded NGS from a "hold" to a "strong-buy" rating on November 12, 2025.

While there is a seasonal pattern observed in NGS's stock performance, information directly detailing the seasonality of demand for Natural Gas Services Group, Inc.'s products and services is not explicitly available. The company operates within the natural gas industry, which can be influenced by seasonal factors such as heating demand in colder months impacting natural gas production and, consequently, the demand for compression equipment and services. The company's strong demand in the Permian Basin for gas lift applications suggests a correlation with ongoing oil and gas production activities, which can have their own cyclical patterns.

Natural Gas Services Group, Inc. (NGS) is an energy infrastructure company specializing in natural gas compression equipment and services for the energy industry. The company designs, manufactures, markets, rents, sells, and maintains a comprehensive range of products essential for the efficient and safe production, transportation, and processing of natural gas. NGS provides high-quality skid-mounted compression packages ranging from small to large horsepower for both rental and purchase and designs and manufactures proprietary reciprocating compressor frames, cylinders, and parts, including their Cylinders in Plane (CiP) reciprocating compressor product line. The company designs, fabricates, sells, installs, and services flare stacks and related ignition and control devices used for the incineration of gas compounds. NGS offers a range of other vital equipment such as dehydration units, glycol units, metering systems, vapor recovery units, and cryogenic processing equipment. NGS provides comprehensive maintenance and operational services for their equipment, customer support, and an exchange and rebuild program for small horsepower screw compressors. The company's SMART system utilizes data analytics and telemetry for remote monitoring, and its eComp system aims to eliminate gas emissions.

Natural Gas Services Group, Inc. primarily operates across the United States, focusing on unconventional oil and gas regions and supporting customers in multiple states. Its corporate headquarters are located in Midland, Texas, with a fabrication facility in Tulsa, Oklahoma, and service facilities strategically placed in major oil and natural gas producing basins throughout the U.S.

Natural Gas Services Group, Inc. has maintained a positive brand reputation in the past year, largely driven by strong financial performance and positive analyst sentiment. The company reported record results for Q3 2025, with significant increases in total rented horsepower, horsepower utilization, adjusted EBITDA, and earnings per share. Analysts have largely maintained "Buy" or "Strong Buy" ratings, with several increasing price targets, indicating confidence in the company's future performance and management. The company's focus on innovative product advancements, dependability, and cost-effective solutions contributes to a reputation for technological leadership and environmental responsibility within the industry.

Natural Gas Services Group, Inc. (NGS) has a mixed ownership structure comprising institutional, insider, and retail investors. Approximately 61.36% to 75.22% of the company's stock is owned by institutional investors. Insiders own approximately 3.80% of the stock. Charles L. Barney is noted as the largest individual shareholder, owning 1.16 million shares, representing 9.24% of the company. Justin Jacobs, the CEO, also holds a significant stake of 7.51%, or 944,301 shares. In the past three months, insiders have sold more of the company's stock than they have bought.