Update shared on04 Sep 2025
Fair value Increased 12%Analysts remain divided on New Fortress Energy, with bears citing execution risks, market headwinds, and regulatory uncertainty, while bulls point to global expansion and expected revenue growth, resulting in an unchanged consensus price target of $4.92.
Analyst Commentary
- Bearish analysts express concerns over New Fortress Energy's near-term growth prospects and execution risk, leading to a reduced price target.
- Caution is noted regarding market headwinds and potential delays in project development.
- Profitability challenges and uncertainties in regulatory environments contribute to a less optimistic outlook.
- Bullish analysts see value in the company’s global expansion strategy and strong position in the LNG infrastructure sector.
- Positive view from Buy initiations is based on expectations of revenue growth and improved cash flow from upcoming projects.
What's in the News
- New Fortress Energy did not file its Form 10-Q for the period ended June 30, 2025, and received a Nasdaq notification of non-compliance, risking potential delisting if not addressed.
- The company announced a filing delay for its upcoming 10-Q.
- Executed a 5-year agreement to deploy the Energos Winter FSRU at EGAS's LNG import terminal in Egypt, marking its second FSRU in the country.
- Dropped from multiple major Russell growth, midcap, and value indices, but added to the Russell 2000, Russell 2000 Value, and Russell 2000 Dynamic indices.
Valuation Changes
Summary of Valuation Changes for New Fortress Energy
- The Consensus Analyst Price Target remained effectively unchanged, at $4.92.
- The Consensus Revenue Growth forecasts for New Fortress Energy remained effectively unchanged, at 16.3% per annum.
- The Future P/E for New Fortress Energy remained effectively unchanged, at 4.08x.
Disclaimer
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