LNG Exports And AI Demand Will Transform Regional Gas Markets

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AnalystConsensusTarget
Consensus Narrative from 24 Analysts
Published
27 Aug 24
Updated
30 Jul 25
AnalystConsensusTarget's Fair Value
US$43.25
18.5% undervalued intrinsic discount
30 Jul
US$35.24
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1Y
23.8%
7D
-3.4%

Author's Valuation

US$43.3

18.5% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on07 May 25
Fair value Increased 9.19%

Shared on30 Apr 25
Fair value Decreased 13%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Increased 1.58%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 1.79%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 1.06%

AnalystConsensusTarget has decreased revenue growth from 16.4% to 14.3%, increased profit margin from 19.3% to 23.7% and decreased future PE multiple from 17.1x to 14.2x.

Shared on02 Apr 25
Fair value Increased 14%

AnalystConsensusTarget has increased revenue growth from 14.7% to 16.4%.

Shared on26 Mar 25
Fair value Increased 0.27%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 0.57%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Decreased 1.11%

AnalystConsensusTarget has increased profit margin from 16.3% to 20.4% and decreased future PE multiple from 19.7x to 16.4x.