Kosmos Energy (KOS) Fell Along with Broader Energy Prices
In its second quarter 2025 investor letter, Patient Capital Opportunity Equity Strategy highlighted stocks such as Kosmos Energy Ltd. (NYSE:KOS). Incorporated in 2003, Kosmos Energy Ltd. (NYSE:KOS) is a deep-water exploration and production company. The one-month return of Kosmos Energy Ltd. (NYSE:KOS) was -5.53%, and its shares lost 63.39% of their value over the last 52 weeks. On July 17, 2025, Kosmos Energy Ltd. (NYSE:KOS) stock closed at $2.05 per share with a market capitalization of $979.918 million.
Patient Capital Opportunity Equity Strategy stated the following regarding Kosmos Energy Ltd. (NYSE:KOS) in its second quarter 2025 investor letter:
"Kosmos Energy Ltd. (NYSE:KOS) traded lower during the quarter, in line with broader energy price declines. The company is approaching a key inflection point, with production and free cash flow expected to increase meaningfully as its Tortue LNG project ramps to full capacity. While 2025 has been disappointing, marked by delays in production timelines and cost overruns, we're now seeing positive momentum, with Tortue coming online and volumes steadily increasing. Kosmos remains focused on maximizing cash generation and deleveraging its balance sheet. At current commodity prices, the company is positioned to generate free cash flow equal to nearly 2x its market cap between 2025 and 2029. With gas-heavy reserves, a ramping cash flow profile, and a strategic asset base, we believe Kosmos is significantly undervalued—and could be a compelling acquisition target in a consolidating energy environment."
A drilling platform in the middle of the ocean, showing the oil and gas exploration process.
Kosmos Energy Ltd. (NYSE:KOS) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 24 hedge fund portfolios held Kosmos Energy Ltd. (NYSE:KOS) at the end of the first quarter, which was 27 in the previous quarter. While we acknowledge the potential of KOS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
In another article, we covered Kosmos Energy Ltd. (NYSE:KOS) and shared the list of stocks under $5 with high upside potential. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.
READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.
Disclosure: None. This article is originally published at Insider Monkey.
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