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Long-term FLNG Charters Will Fuel Enduring Global LNG Demand

Published
04 Sep 24
Updated
05 Sep 25
AnalystConsensusTarget's Fair Value
US$51.10
23.7% undervalued intrinsic discount
10 Sep
US$38.99
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1Y
-0.6%
7D
-0.8%

Author's Valuation

US$51.123.7% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on05 Sep 25

As there was no analyst reasoning provided, it is notable that Golar LNG's key valuation metrics—including the consensus price target of $51.10 and a stable future P/E ratio—remained effectively unchanged, indicating steady sentiment on its fair value. What's in the News Southern Energy S.A. reached Final Investment Decision for chartering Golar’s 3.5MTPA MK II FLNG, resulting in a 20-year fixed net charter hire of $400M per year plus a commodity-linked tariff component, with operations to begin in Argentina during 2028, subject to regulatory approvals.

Shared on08 May 25
Fair value Increased 13%

Shared on30 Apr 25
Fair value Decreased 3.70%

AnalystConsensusTarget has decreased revenue growth from 21.6% to 15.7%, increased profit margin from 28.4% to 32.4% and decreased discount rate from 7.1% to 6.2%.

Shared on23 Apr 25
Fair value Increased 1.85%

AnalystConsensusTarget has increased revenue growth from 16.1% to 21.6% and decreased profit margin from 35.1% to 28.4%.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 1.01%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 0.065%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 Mar 25
Fair value Increased 8.88%

AnalystConsensusTarget has decreased revenue growth from 25.8% to 16.1%, increased profit margin from 20.6% to 35.2% and decreased future PE multiple from 52.9x to 43.4x.