Update shared on04 Sep 2025
Cheniere Energy’s price target was maintained at $270.67, as analysts cite strengthened long-term growth and EBITDA forecasts from Corpus Christi expansions, improved capital allocation, and continued midstream resilience, despite modest adjustments to cash flow assumptions.
Analyst Commentary
- Positive final investment decision (FID) for Corpus Christi (CCL3) Train 8 & 9 expansion drives near-term and strategic growth outlook.
- Increased long-term EBITDA forecasts are supported by higher production capacity and more optimistic marketing margins.
- Favorable capital allocation update, with simultaneous focus on growth projects, deleveraging, and enhanced shareholder returns.
- Continued resilience of gas-focused, Permian-levered U.S. midstream names, even in periods of weaker commodity prices.
- Slight increase in distributable cash flow with new projects, though some adjustments required for higher marketing assumptions.
What's in the News
- Cheniere Energy declared a dividend of $0.50 per common share and plans to increase its third quarter dividend by over 10% to $2.22 per share annualized, marking about 68% growth in quarterly dividends since 2021.
- Between April and June, the company repurchased 1,408,288 shares (0.63%) for $280 million, bringing total buybacks under the current program to 42,622,769 shares (17.63%) for $6.15 billion.
Valuation Changes
Summary of Valuation Changes for Cheniere Energy
- The Consensus Analyst Price Target remained effectively unchanged, at $270.67.
- The Discount Rate for Cheniere Energy remained effectively unchanged, at 7.54%.
- The Consensus Revenue Growth forecasts for Cheniere Energy remained effectively unchanged, at 9.8% per annum.
Disclaimer
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