Added to YB: 2026-08-25
Pitch date: 2026-08-21
NGS [bullish]
Natural Gas Services Group, Inc.
-1.92%
current return
Author Info
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Company Info
Natural Gas Services Group, Inc. provides natural gas compression equipment, flares and related assets; and electric compression equipment, technology, and services to the energy industry in the United States.
Market Cap
$457.8M
Pitch Price
$35.45
Price Target
106.50 (+200%)
Dividend
1.69%
EV/EBITDA
9.23
P/E
22.18
EV/Sales
4.15
Sector
Energy Equipment and Services
Category
growth
Natural Gas Services: Price Target Extended to 2030
NGS (added to position): Compressor rental co on critical infra; 20yr asset lives, long-term contracts. Demand up from AI data centers, LNG, gassier wells. Sees $180-210mm EBITDA run-rate by 2030, 7-9x multiple w/ ~constant $329mm debt. Street under-models MTM & M&A. Stock 2-3x. Now 6%+ of portfolio.
Read full article (1 min)