Goldman Sachs Downgrades Kosmos Energy, Maintains Buy Ratings for Talos Energy and TechnipFMC
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 22 2025
0mins
Should l Buy KOS?
Source: SeekingAlpha
Goldman Sachs Downgrade: Kosmos Energy's shares were downgraded to Neutral from Buy by Goldman Sachs, with a reduced price target of $2 due to operational challenges and high leverage, while maintaining Buy ratings for Talos Energy and TechnipFMC.
Operational Challenges: The downgrade reflects a lowered production outlook for Kosmos, primarily due to issues at the Jubilee field and increased operational costs, which may impact cash flow projections for 2026-27.
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Analyst Views on KOS
Wall Street analysts forecast KOS stock price to rise
9 Analyst Rating
3 Buy
5 Hold
1 Sell
Hold
Current: 1.620
Low
0.80
Averages
2.16
High
4.00
Current: 1.620
Low
0.80
Averages
2.16
High
4.00
About KOS
Kosmos Energy Ltd. is a deepwater exploration and production company. The Company has diversified oil and gas production from assets offshore Ghana, Equatorial Guinea, Mauritania, Senegal and the Gulf of America. The Company's Ghana operations include Jubilee Field and TEN Fields. The Jubilee Field straddles both the West Cape Three Points and Deepwater Tano blocks. The Company has interests in the Ceiba Field and Okume Complex production assets located offshore Equatorial Guinea. It also has interests in EG-01, EG-24 and S blocks that are located in the southern part of the Gulf of Guinea. Its Greater Tortue Ahmeyim Project is an offshore liquified natural gas project in Mauritania and Senegal. In Senegal, it has participating interests in the Cayar Offshore Profond Block. Its key fields in the Gulf of America include Odd Job, Tornado, Kodiak, Winterfell and Tiberius. It is an operator for the petroleum contract covering Block 5, offshore Sao Tome and Principe in the Gulf of Guinea.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Clear Use of Proceeds: The net proceeds from this bond offering will be used to fund a $250 million tender offer for its 7.750% Senior Notes due 2027, repay certain borrowings under its reserve-based lending facility, aiming to optimize its capital structure and reduce financial risk.
- Full Guarantee Assurance: The bonds will be fully and unconditionally guaranteed by Kosmos Energy and its wholly-owned subsidiaries, enhancing investor confidence in the bond's security, potentially attracting more investors.
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