Golar LNG (GLNG) Panoramica del titolo
Golar LNG Limited progetta, converte, possiede e gestisce infrastrutture marine per la liquefazione del gas naturale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 4/6 |
| Crescita futura | 5/6 |
| Prestazioni passate | 5/6 |
| Salute finanziaria | 3/6 |
| Dividendi | 2/6 |
Premi
Analisi del rischio
GLNG Community Fair Values
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Analyst Price Targets
Concorrenti di Golar LNG Limited
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$49.01 |
| Massimo di 52 settimane | US$57.79 |
| Minimo di 52 settimane | US$35.02 |
| Beta | 0.014 |
| Variazione di 1 mese | -4.67% |
| Variazione a 3 mesi | -11.36% |
| Variazione di 1 anno | 18.12% |
| Variazione a 3 anni | 119.78% |
| Variazione a 5 anni | 283.49% |
| Variazione dall'IPO | 833.52% |
Notizie e aggiornamenti recenti
Aggiornamento della narrazione • Jul 02
GLNG: Future Project Execution Will Drive Upside Case For This Name
Analysts have raised the fair value estimate for Golar LNG to $70 from $66, citing updated views on project execution for Hilli, Gimi and the MK II Fuji FLNG asset, along with revised assumptions on profitability and future P/E levels. Analyst Commentary on Golar LNG Recent Street research on Golar LNG highlights a mix of optimism and caution, with several bullish analysts pointing to project execution on Hilli, Gimi and the MK II Fuji FLNG asset as key inputs into their valuation work.Seeking Alpha • Jun 30
Golar LNG: Contracted FLNG Growth Drives The Bull Case
Summary Golar LNG earns a reiterated buy rating as its FLNG execution shifts from vision to reality, with Gimi operational and Hilli and MKII progressing. GLNG’s contracted EBITDA backlog stands at ~$17 billion, with the current asset base targeting over $800 million in annual run-rate adj. EBITDA before commodity upside. Argentina’s eight-year SEFE offtake deal derisks part of the story, but full commercialization of remaining 4 mtpa volumes and project execution remain key risks. A fourth FLNG order, targeted within 2026, could transform GLNG into a scalable FLNG platform, further extending its growth runway and valuation upside. Read the full article on Seeking AlphaArticolo di analisi • Jun 25
Impressive Earnings May Not Tell The Whole Story For Golar LNG (NASDAQ:GLNG)
Despite posting some strong earnings, the market for Golar LNG Limited's ( NASDAQ:GLNG ) stock hasn't moved much. We...
Aggiornamento della narrazione • Jun 18
GLNG: Solid Q1 Execution And FLNG Progress Will Drive Share Price
Analysts have slightly adjusted their price targets on Golar LNG, with recent moves spanning from $55 to $65 as they weigh solid Q1 operational performance and project execution against a more balanced risk and reward profile. Analyst Commentary Recent research on Golar LNG highlights a split view, with some bullish analysts focusing on project progress and Q1 execution, while more cautious voices point to valuation and a less one sided risk and reward profile.Aggiornamento della narrazione • Jun 03
GLNG: Project Execution And Record Q1 Earnings Will Guide Formal Review Outcomes
Narrative Update: Golar LNG Analyst Price Target Shift Analysts now frame the fair value narrative for Golar LNG at about $60.28, up from $53.31, citing updated views on long term earnings power following mixed but generally supportive research, including a higher $65 price target tied to recent Q1 operational details and project progress, alongside a separate $55 target and Hold stance. Analyst Commentary Recent research on Golar LNG offers a mixed picture, with some analysts focusing on execution and growth potential tied to key projects, while others see the current share price as closer to fair value after the latest run of updates.Recent updates
Aggiornamento della narrazione • Jul 02
GLNG: Future Project Execution Will Drive Upside Case For This Name
Analysts have raised the fair value estimate for Golar LNG to $70 from $66, citing updated views on project execution for Hilli, Gimi and the MK II Fuji FLNG asset, along with revised assumptions on profitability and future P/E levels. Analyst Commentary on Golar LNG Recent Street research on Golar LNG highlights a mix of optimism and caution, with several bullish analysts pointing to project execution on Hilli, Gimi and the MK II Fuji FLNG asset as key inputs into their valuation work.Seeking Alpha • Jun 30
Golar LNG: Contracted FLNG Growth Drives The Bull Case
Summary Golar LNG earns a reiterated buy rating as its FLNG execution shifts from vision to reality, with Gimi operational and Hilli and MKII progressing. GLNG’s contracted EBITDA backlog stands at ~$17 billion, with the current asset base targeting over $800 million in annual run-rate adj. EBITDA before commodity upside. Argentina’s eight-year SEFE offtake deal derisks part of the story, but full commercialization of remaining 4 mtpa volumes and project execution remain key risks. A fourth FLNG order, targeted within 2026, could transform GLNG into a scalable FLNG platform, further extending its growth runway and valuation upside. Read the full article on Seeking AlphaArticolo di analisi • Jun 25
Impressive Earnings May Not Tell The Whole Story For Golar LNG (NASDAQ:GLNG)
Despite posting some strong earnings, the market for Golar LNG Limited's ( NASDAQ:GLNG ) stock hasn't moved much. We...Aggiornamento della narrazione • Jun 18
GLNG: Solid Q1 Execution And FLNG Progress Will Drive Share Price
Analysts have slightly adjusted their price targets on Golar LNG, with recent moves spanning from $55 to $65 as they weigh solid Q1 operational performance and project execution against a more balanced risk and reward profile. Analyst Commentary Recent research on Golar LNG highlights a split view, with some bullish analysts focusing on project progress and Q1 execution, while more cautious voices point to valuation and a less one sided risk and reward profile.Aggiornamento della narrazione • Jun 03
GLNG: Project Execution And Record Q1 Earnings Will Guide Formal Review Outcomes
Narrative Update: Golar LNG Analyst Price Target Shift Analysts now frame the fair value narrative for Golar LNG at about $60.28, up from $53.31, citing updated views on long term earnings power following mixed but generally supportive research, including a higher $65 price target tied to recent Q1 operational details and project progress, alongside a separate $55 target and Hold stance. Analyst Commentary Recent research on Golar LNG offers a mixed picture, with some analysts focusing on execution and growth potential tied to key projects, while others see the current share price as closer to fair value after the latest run of updates.
Nuova narrazione • Jun 01
Future FLNG Capacity Constraints And Argentina Risks Will Challenge Long Term Contract Stability
Catalysts About Golar LNG Golar LNG provides floating liquefied natural gas, or FLNG, infrastructure and services under long-term contracts. What are the underlying business or industry changes driving this perspective?Nuova narrazione • May 12
Long Term LNG Contracts And FLNG Expansion Will Support Stronger Future Earnings Potential
Catalysts About Golar LNG Golar LNG owns and operates floating liquefied natural gas, or FLNG, vessels under long-term contracts. What are the underlying business or industry changes driving this perspective?Aggiornamento della narrazione • Apr 21
GLNG: Conviction Support And Buybacks Will Guide Formal Review Outcomes
Analysts have inched up their fair value estimate for Golar LNG to about $53.31 from $52.56, reflecting a slightly higher future P/E assumption and the combination of a modestly lowered $54 Street price target with renewed conviction list support. Analyst Commentary Bullish Takeaways Bullish analysts see support for the current fair value around $53.31, as it sits close to the updated Street price target of $54, suggesting they view recent adjustments as fine tuning rather than a reset.Aggiornamento della narrazione • Apr 07
GLNG: Conviction Listing And Buybacks Will Shape Future FLNG Review Outcomes
Narrative Update The updated analyst price target for Golar LNG edges higher by about $0.50, as analysts balance a slightly lower assumed discount rate and modestly reduced future P/E expectations with generally steady views on revenue growth and profit margins, along with recent research that includes a $54 target and inclusion on a major conviction list. Analyst Commentary Recent research on Golar LNG reflects a mix of confidence in the company’s positioning and some restraint around how much upside to factor into price targets.Aggiornamento della narrazione • Mar 22
GLNG: Conviction Listing And Buybacks Will Frame A Measured Risk Balance
Analysts have reduced their price target on Golar LNG by $1 to $54, reflecting modest adjustments to discount rate and P/E assumptions while still indicating a supportive view on the stock. Analyst Commentary Bullish Takeaways Bullish analysts continue to see upside potential relative to the current share price, even with the modest reduction in the price target to US$54, which signals confidence in the company’s longer term earnings power.Aggiornamento della narrazione • Mar 08
GLNG: Conviction List Inclusion And Buyback Activity Will Shape Balanced Outlook
Analysts have modestly raised their fair value estimate for Golar LNG from about $51.10 to roughly $52.06, reflecting updated views on revenue growth, margins, and future P/E multiples after recent research that includes a slight target trim from Deutsche Bank and the stock’s addition to a US Conviction List at another major firm. Analyst Commentary Recent research on Golar LNG points to a mix of optimism and caution, with price targets and conviction list moves shaping how analysts frame the stock’s risk and reward profile.Articolo di analisi • Nov 13
Shareholders Can Be Confident That Golar LNG's (NASDAQ:GLNG) Earnings Are High Quality
Even though Golar LNG Limited's ( NASDAQ:GLNG ) recent earnings release was robust, the market didn't seem to notice...Aggiornamento della narrazione • Sep 05
Long-term FLNG Charters Will Fuel Enduring Global LNG Demand
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.Seeking Alpha • Apr 22
Golar LNG: Looking Good For The Long Haul
Summary Golar LNG (NYSE: GLNG) is thriving due to robust LNG demand and its unique position as the sole provider of FLNG-as-a-service. Golar’s FLNG business is expanding rapidly, with significant projects like FLNG Hilli and Gimi contributing to strong financial performance and future growth. Despite a high P/E GAAP of 22.1, Golar's innovative FLNG solutions and strategic partnerships make it a promising long-term investment. Golar has returned to profitability, driven by its FLNG segment, which accounts for 86% of its operating revenues, and strong global LNG demand projections. Read the full article on Seeking AlphaSeeking Alpha • Jan 03
Golar LNG: A Catalyst-Driven Thesis In 2025
Summary Golar LNG's superb execution since December 2019 has paid off, with the share price up more than 400% in that period. Securing long-term charters for the 2 MKII designs within 2025 is highly probable. GLNG's unique position as a proven FLNG provider, industry-leading cost advantage, and large set of global opportunities suggest a long runway of growth ahead. A share price north of $80 is plausible within 2025 if these catalysts play out as expected. Read the full article on Seeking Alpha
Nuova narrazione • Sep 04
Expanding Global FLNG Operations To Drive Revenue, EBITDA, And Efficiency Gains
Expanding FLNG projects in diverse global markets aims to boost revenue and margins through strategic team enhancements and exploring new opportunities.Seeking Alpha • Aug 27
Golar LNG: Wait For A Better Entry Price
Summary Golar LNG's strong market position and innovative FLNG solutions are already priced in, making the stock fairly valued with limited upside potential. Despite a solid backlog and growth potential, recent declines in adjusted EBITDA and high valuation multiples suggest holding the stock for now. The commercial reset with BP improves cash flow and liquidity on the balance sheet. Golar LNG's long-term growth is promising, but current valuation is high; better buying opportunities may arise on future dips. Read the full article on Seeking AlphaSeeking Alpha • Apr 18
Golar LNG: A LNG Stock With Significant Upside Potential (Upgrade)
Summary A rising geopolitical volatility combined with a clean energy transition translates into growing LNG demand. One of the best ways to play that theme is in Golar LNG. In 2024, GLNG plans to commission its second FLNG, Gimi. GLNG 2023 results were not exceptional. The company realized 11% revenue growth, although YoY adj EBITDA remained unchanged. With Gimi in operation, I expect considerable profitability growth, leading to increased dividend and buyback yield. I updated my GLNG rating to Strong Buy. Read the full article on Seeking AlphaSeeking Alpha • Feb 21
Golar LNG: Bet On Rising Floating LNG Demand
Summary Golar LNG is the sole provider of floating LNG as a service. The company owns two FLNGs, Gimi and Hilli, plus two LNG carriers, Fuji and Arctic. The FLNG market is expected to see significant capacity growth, particularly in Africa and North America. Golar LNG has a healthy balance sheet, strong liquidity position, and potential for growth, making it an attractive investment opportunity. The commissioning of Gimi will increase the total capacity by 112%. If the operating expenses per ton remain the same, doubling the capacity will double GLNG’s operating income. GLNG stock trades at 117% P/NAV, 11.48 EV/Sales, 33 EV/EBITDA. Looking at those valuations, the company seems overvalued. However, once we consider GLNG growth potential, the current stock price may look like a fair deal. Read the full article on Seeking AlphaRendimenti per gli azionisti
| GLNG | US Oil and Gas | US Mercato | |
|---|---|---|---|
| 7D | -1.5% | -0.4% | 1.6% |
| 1Y | 18.1% | 18.0% | 18.6% |
Ritorno vs Industria: GLNG ha trovato corrispondenza nel US Oil and Gas che ha restituito 18 % nell'ultimo anno.
Rendimento vs Mercato: GLNG ha avuto una performance inferiore al mercato US che ha registrato un rendimento 18.6 % nell'ultimo anno.
Volatilità dei prezzi
| GLNG volatility | |
|---|---|
| GLNG Average Weekly Movement | 3.6% |
| Oil and Gas Industry Average Movement | 6.2% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: GLNG non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 4% ) di GLNG è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1946 | 500 | Karl Staubo | www.golarlng.com |
Golar LNG Limited progetta, converte, possiede e gestisce infrastrutture marine per la liquefazione del gas naturale. L'azienda opera in due segmenti, FLNG e Corporate and Other. L'azienda si occupa di operazioni di rigassificazione, stoccaggio e trasporto di vettori di gas naturale liquefatto (GNL); gestione di navi o progetti di liquefazione galleggiante di gas naturale (FLNG); trasporto di vettori di GNL e attività di gestione di navi.
Golar LNG Limited Riepilogo dei fondamenti
| GLNG statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$4.99b |
| Utili (TTM) | US$141.06m |
| Ricavi(TTM) | US$468.57m |
35.4x
Rapporto P/E10.6x
Rapporto P/SGLNG è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| GLNG Conto economico (TTM) | |
|---|---|
| Ricavi | US$468.57m |
| Costo del fatturato | US$186.24m |
| Profitto lordo | US$282.33m |
| Altre spese | US$141.28m |
| Utili | US$141.06m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
Aug 13, 2026
| Utile per azione (EPS) | 1.39 |
| Margine lordo | 60.25% |
| Margine di profitto netto | 30.10% |
| Rapporto debito/patrimonio netto | 126.9% |
Come si è comportato GLNG nel lungo periodo?
Vedi performance storica e confrontoDividendi
2.0%
Rendimento attuale del dividendo73%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/04 11:28 |
| Prezzo dell'azione a fine giornata | 2026/07/02 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Golar LNG Limited è coperta da 26 analisti. 6 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| null null | ABG Sundal Collier |
| Donald McLee | Berenberg |
| Chase Mulvehill | BofA Global Research |