Kinetik Holdings is set to report first-quarter 2026 results on May 7, with consensus estimates of $440 million in revenue and $0.23 in earnings per share. These projections reflect modest growth expectations as the company navigates market demand and cost efficiency initiatives.

Over the past 90 days, full-year 2026 revenue forecasts have been lowered from $1.99 billion to $1.97 billion and EPS projections have fallen from $1.93 to $1.29. For 2027, analysts have trimmed revenue estimates from $2.36 billion to $2.14 billion and reduced EPS forecasts from $2.41 to $1.68 per share.

In the quarter ended December 31, 2025, Kinetik recorded $430 million in revenue, missing the $530 million consensus by 18.1%, while delivering $2.16 in EPS versus expectations of $0.35, a 511.9% beat. Shares declined 1.5% on the trading day following the release.

Fifteen analysts set a 12-month average price target of $50.56 (high $55.00; low $46.00), implying roughly 0.7% upside. The consensus broker rating stands at 2.1 on a 1-5 scale (1=Strong Buy, 5=Sell), categorizing the stock as Outperform, while a proprietary valuation model indicates a fair value near $50.21, suggesting flat performance.