Kosmos Energy (KOS) Shares Operational Update, Bernstein Remains Bullish

Kosmos Energy Ltd. (NYSE:KOS) is included in our list of stocks under $1 that will explode.

On January 5, 2026, Kosmos Energy Ltd. (NYSE:KOS) saw Bernstein reduce its price target from $1.70 to $0.80, while reiterating a ‘Market Perform’ rating. The update comes as the firm frames 2026 with a balanced oil outlook, expecting short-term price volatility. However, in the longer term, the investment bank projects strength.

Bernstein’s stance comes as the company looks to accelerate its operational momentum. On January 5, 2026, Kosmos Energy Ltd. (NYSE:KOS) shared a detailed operational and financial update, where it highlighted significant progress across its portfolio. Management discussed the second Jubilee producer well (J-74) in Ghana, which has been drilled and completed. The well hit approximately 50 meters of net pay (oil-bearing rock), which translates to a potential output of over 10,000 bopd. The discovery lifts gross Jubilee output to nearly 70,000 bopd at the start of 2026.

Additionally, management talked about license extensions for Jubilee and TEN oilfields to 2040, which were approved in late December. The company believes that extensions will support higher 2P reserves and up to 20 additional wells. On the other hand, management confirmed the GTA LNG project hit its nameplate capacity in December 2025, with cargo liftings expected to nearly double in 2026. At the same time, debt actions are expected to improve the company’s leverage.

Kosmos Energy Ltd. (NYSE:KOS), an independent oil and gas company, focuses on offshore exploration, development, and production. Its core assets are in Ghana, Mauritania/Senegal LNG, Equatorial Guinea, and the U.S. Gulf of Mexico.

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