Excelerate Energy, Inc.

Report azionario NYSE:EE

Capitalizzazione di mercato: US$4.0b

Excelerate Energy Gestione

Criteri Gestione verificati 4/4

Excelerate Energy Il CEO è Steven Kobos, nominato in Sep2021, e ha un mandato di 4.92 anni. la retribuzione annua totale è $ 6.10M, composta da 13.9% di stipendio e 86.1% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.85% delle azioni della società, per un valore di $ 33.90M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4.9 anni e 4.3 anni.

Informazioni chiave

Steven Kobos

Amministratore delegato

US$6.1m

Compenso totale

Percentuale dello stipendio del CEO13.92%
Mandato del CEO4.9yrs
Proprietà del CEO0.8%
Durata media del management4.9yrs
Durata media del Consiglio di amministrazione4.3yrs

Aggiornamenti recenti sulla gestione

Recent updates

Seeking Alpha Aug 12

Excelerate Energy: Asset Recycling Is Creating A Global LNG Utility

Summary Excelerate Energy is evolving from an FSRU operator into an integrated LNG and power infrastructure company, leveraging mobile assets for strategic market entry. EE's contracted terminal services provide stable margins despite volatile revenue, with Q2 adjusted gross margin rising to $138m even as revenue fell 24%. EE's asset flexibility enables redeployment across regions, supporting growth and mitigating geopolitical and project-execution risks, as demonstrated by recent agreements in Jordan, Colombia, and Iraq. Valuation remains attractive: trailing price/cash flow is 2.83x (55% below sector median), with strong liquidity, sequenced growth into 2028, and durable cash generation supporting the investment thesis. Read the full article on Seeking Alpha
Articolo di analisi Aug 10

Excelerate Energy, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Excelerate Energy, Inc. ( NYSE:EE ) just released its quarterly report and things are looking bullish. The company beat...
Aggiornamento narrativa Aug 08

EE: Dividend Growth And Index Additions Will Support Future Upside

Analysts have lifted their fair value estimate for Excelerate Energy from $48.00 to $50.00, reflecting updated assumptions on revenue growth, discount rate, profit margins, and future P/E. What’s in the News for Excelerate Energy Excelerate Energy announced that its Board of Directors declared a quarterly cash dividend of $0.09 per share, a 13% increase from the prior quarter.
Aggiornamento narrativa Jun 27

EE: Future Returns Will Depend On Moderating Growth And Higher Profitability

Analysts have adjusted their price target for Excelerate Energy to $36.50 from $35.00, reflecting updated assumptions around discount rates, revenue growth, profit margins, and a higher future P/E multiple. What’s in the News for Excelerate Energy No recent company specific news items for Excelerate Energy are available from the provided sources at this time.
Aggiornamento narrativa Jun 13

EE: Stable Fair Value And Assumptions Will Support Future Upside

Analysts have maintained their fair value estimate for Excelerate Energy at $48.00, after making only minor adjustments to assumptions on revenue growth, profit margin, and future P/E as part of a refreshed price target narrative. What's in the News No recent company specific news or key developments were provided in the available sources for Excelerate Energy.
Aggiornamento narrativa May 30

EE: Adjusted Fair Value And Stable Assumptions Will Support Future Upside

Analysts have reduced their fair value estimate for Excelerate Energy from $50.00 to $48.00, reflecting updated assumptions about revenue growth, profit margins, and future P/E levels. Valuation Changes Fair Value: trimmed from $50.00 to $48.00, a reduction of 4%.
Aggiornamento narrativa May 15

EE: Steady Fair Value And Slightly Firmer Assumptions Will Support Future Upside

Analysts are keeping Excelerate Energy's fair value target steady at $50.00, citing slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E that fine tune rather than overhaul their view on the stock. What's in the News Excelerate Energy reported that between December 11, 2025 and December 31, 2025 it repurchased 0 shares for US$0 million under its existing buyback program (Key Developments).
Aggiornamento narrativa Apr 29

EE: Slightly Higher Future P/E Assumptions Will Likely Support Upside Potential

Analysts have slightly adjusted their price target for Excelerate Energy lower to $42.75 from $42.83, reflecting small refinements to fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Excelerate Energy reported no share repurchases between December 11, 2025 and December 31, 2025 under its existing buyback program, with 0 shares repurchased for $0 million in that period (Key Developments).
Aggiornamento narrativa Apr 15

EE: Higher Future P/E Assumptions Will Likely Support Upside Potential

Analysts now set a higher price target for Excelerate Energy, lifting fair value from about $37.42 to $42.83 as they update their assumptions for revenue growth, profit margins, the discount rate and future P/E levels. What's in the News Excelerate Energy reported that from December 11, 2025 to December 31, 2025, it repurchased 0 shares for a total of $0 million under its share buyback tranche.
Aggiornamento narrativa Mar 31

EE: Higher Revenue Expectations And Steady Assumptions Will Support Future Upside

Analysts have kept their $50.00 price target for Excelerate Energy unchanged, citing expectations for higher revenue growth along with slightly softer profit margin and a marginally lower future P/E assumption. What's in the News Excelerate Energy reported that from December 11, 2025 to December 31, 2025, it repurchased 0 shares for $0 million under its existing buyback program (Key Developments).
Aggiornamento narrativa Mar 17

EE: Future Returns Will Rely On Moderating Growth And Higher Profitability

Analysts have revised their price target for Excelerate Energy from $29.00 to $35.00, citing updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions. Valuation Changes Fair Value: Target fair value moved from $29.00 to $35.00, a higher assessment of the share price level used in this model.
Aggiornamento narrativa Mar 03

EE: Buyback Authorization Will Support Stronger Future Profit Outlook

Analysts have raised their price target for Excelerate Energy to $50.00 from $43.20, citing updated assumptions regarding fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News The Board of Directors of Excelerate Energy, Inc.
Aggiornamento narrativa Feb 17

EE: Buyback Flexibility Will Likely Mask Future Multiple Compression Risk

Analysts have lifted their fair value estimate for Excelerate Energy from $34.50 to about $37.42, citing updated assumptions for revenue growth, profit margins, the discount rate, and a lower future P/E multiple. What's in the News The Board of Directors authorized a share buyback plan for Excelerate Energy, Inc.
Aggiornamento narrativa Feb 03

EE: Buyback Plan Will Likely Leave Shares Overpriced Versus Fair Value

Analysts now see Excelerate Energy's fair value at about US$29.00 per share, with the latest price target update reflecting slightly adjusted assumptions for revenue, profit margins, and future P/E multiples. What's in the News The Board of Directors of Excelerate Energy, Inc.
Aggiornamento narrativa Jan 20

EE: Future Iraq LNG Project Will Likely Leave Shares Overpriced

Analysts have raised their fair value estimate for Excelerate Energy from $26.00 to $29.00, citing updated assumptions around revenue growth, profit margins, a lower discount rate, and a revised future P/E expectation. What's in the News The Board of Directors authorized a share buyback plan for Excelerate Energy, Inc.
Articolo di analisi Jan 16

Excelerate Energy, Inc.'s (NYSE:EE) 26% Share Price Surge Not Quite Adding Up

Excelerate Energy, Inc. ( NYSE:EE ) shareholders would be excited to see that the share price has had a great month...
Articolo di analisi Jan 09

Excelerate Energy (NYSE:EE) Has Some Way To Go To Become A Multi-Bagger

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
Aggiornamento narrativa Jan 06

EE: Iraq LNG Terminal Agreement Will Support Future Demand And Share Repurchases

Analysts have kept their fair value estimate for Excelerate Energy steady at $34.50 per share, with only minimal tweaks to the discount rate, growth assumptions, and P/E assumptions guiding this unchanged price target. What's in the News The Board of Directors authorized a share buyback plan on December 11, 2025, for Excelerate Energy, Inc.
Aggiornamento narrativa Dec 17

EE: Long-Term LNG Contract Will Drive Stronger Future Profit Outlook

Analysts have raised their price target on Excelerate Energy from approximately $41.91 to $43.20 per share. This reflects expectations for improved profitability and a more reasonable future earnings multiple that offset slightly lower projected revenue growth.
Articolo di analisi Dec 12

Excelerate Energy (NYSE:EE) Has A Pretty Healthy Balance Sheet

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Aggiornamento narrativa Dec 03

EE: Iraq LNG Import Deal Will Drive Future Demand And Share Upside

Narrative Update on Excelerate Energy Analysts have nudged their price target on Excelerate Energy modestly higher to approximately 34.50 dollars from about 34.33 dollars, citing slightly lower discount rate assumptions and marginally improved expectations for revenue growth, profit margins, and future valuation multiples. What's in the News Excelerate Energy signed a definitive commercial agreement with a subsidiary of Iraq's Ministry of Electricity to develop the country's first LNG import terminal at the Port of Khor Al Zubair, marking Iraq's initial access to global LNG markets (Key Developments).
Aggiornamento narrativa Nov 19

EE: Iraq LNG Agreement Will Drive Demand And Support Share Value

Analysts have raised their price target for Excelerate Energy from $33.18 to $34.33, citing adjustments in the discount rate and updates to financial forecasts as key factors in their updated valuation. What's in the News Excelerate Energy has signed a definitive commercial agreement with a subsidiary of Iraq's Ministry of Electricity to develop the country's first liquefied natural gas (LNG) import terminal at the Port of Khor Al Zubair (Key Developments).
Articolo di analisi Nov 08

Excelerate Energy, Inc. (NYSE:EE) Exceeded Expectations And The Analyst Consensus Has Been Reviewing Its Models

Excelerate Energy, Inc. ( NYSE:EE ) defied analyst predictions to release its quarterly results, which were ahead of...
Articolo di analisi Aug 04

Excelerate Energy's (NYSE:EE) Upcoming Dividend Will Be Larger Than Last Year's

The board of Excelerate Energy, Inc. ( NYSE:EE ) has announced that it will be paying its dividend of $0.08 on the 4th...
Articolo di analisi Jul 11

Excelerate Energy (NYSE:EE) Seems To Use Debt Quite Sensibly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Articolo di analisi Jun 10

Here's What To Make Of Excelerate Energy's (NYSE:EE) Decelerating Rates Of Return

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
Articolo di analisi May 16

Excelerate Energy's (NYSE:EE) Solid Earnings May Rest On Weak Foundations

Following the solid earnings report from Excelerate Energy, Inc. ( NYSE:EE ), the market responded by bidding up the...
Articolo di analisi May 09

Excelerate Energy, Inc. (NYSE:EE) Shares Could Be 49% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Excelerate Energy fair value estimate is US$54.11 Excelerate...
Seeking Alpha Feb 11

Excelerate Energy: Overvalued And Overexposed

Summary Excelerate Energy's 30x P/E ratio is significantly above the Oil & Gas midstream average, making its current $30.25 valuation unjustified despite the recent stock price surge. Heavy reliance on Brazil and Bangladesh, markets with uncertain growth prospects, presents substantial geopolitical and economic risks for Excelerate Energy. The LNG market faces oversupply, slowing demand in key markets like China, and increasing competition from alternative energy sources, undermining Excelerate's share price sustainability. A second Trump administration may provide short-term support, but broader trade and geopolitical factors dampen the sustained growth outlook; I maintain my $21 price target. Read the full article on Seeking Alpha
Articolo di analisi Jan 16

Is Excelerate Energy (NYSE:EE) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Articolo di analisi Nov 07

If EPS Growth Is Important To You, Excelerate Energy (NYSE:EE) Presents An Opportunity

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Seeking Alpha Sep 23

Excelerate Energy: Long-Term Growth In The LNG Sector

Summary The FSRU sector provides economic solutions for LNG importation when large-scale projects are not the best solution. Excelerate Energy has multiple long-term growth projects including a new FSRU vessel, and LNG import terminals in Alaska and Vietnam. The company is supported by low leverage, a large cash position, and is capable of self-funding its FSRU newbuild. I rate EE stock as a BUY for long-term growth in the LNG sector. Read the full article on Seeking Alpha
Articolo di analisi Sep 18

A Look At The Fair Value Of Excelerate Energy, Inc. (NYSE:EE)

Key Insights The projected fair value for Excelerate Energy is US$25.13 based on 2 Stage Free Cash Flow to Equity...
User avatar
Nuova narrativa Sep 12

Strategic LNG Investments And Expansions Set To Fuel Revenue Growth And Market Dominance

Diversification and strategic investments in LNG infrastructure, including greenfield projects and re-gasification terminals, aim to enhance Excelerate Energy's competitive position and spread risk.
Articolo di analisi May 11

Excelerate Energy, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Excelerate Energy, Inc. ( NYSE:EE ) just released its first-quarter report and things are looking bullish. The company...
Seeking Alpha Apr 03

Excelerate Energy Decelerates

Summary Excelerate Energy provides flexible LNG solutions including international floating storage and regasification units. Today’s stock price is only 63% of the IPO price. Excelerate pays a $0.10/share annual dividend, for a tiny 0.7% yield. EE has a complicated ownership structure as the two entities own 83% of the Class A and Class B equity. Class A (public) owns only 24% of the equity and so faces significant dilution and management risk. Read the full article on Seeking Alpha

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Steven Kobos rispetto agli utili di Excelerate Energy?
DataCompenso totaleStipendioUtili della società
Jun 30 2026n/an/a

US$47m

Mar 31 2026n/an/a

US$40m

Dec 31 2025US$6mUS$850k

US$39m

Sep 30 2025n/an/a

US$41m

Jun 30 2025n/an/a

US$36m

Mar 31 2025n/an/a

US$38m

Dec 31 2024US$5mUS$850k

US$33m

Sep 30 2024n/an/a

US$26m

Jun 30 2024n/an/a

US$31m

Mar 31 2024n/an/a

US$30m

Dec 31 2023US$4mUS$860k

US$30m

Sep 30 2023n/an/a

US$33m

Jun 30 2023n/an/a

US$28m

Mar 31 2023n/an/a

US$20m

Dec 31 2022US$3mUS$900k

US$13m

Sep 30 2022n/an/a

US$7m

Jun 30 2022n/an/a

-US$2m

Mar 31 2022n/an/a

US$0

Dec 31 2021US$1mUS$900k

US$0

Sep 30 2021n/an/a

US$10m

Dec 31 2020US$1mUS$900k

US$0

Compensazione vs Mercato: La retribuzione totale di Steven ($USD 6.10M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 6.99M ).

Compensazione vs guadagni: La retribuzione di Steven è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Steven Kobos (61 yo)

4.9yrs
Mandato
US$6,104,814
Compensazione

Mr. Steven M. Kobos has served as a President, Chief Executive Officer and Director at Excelerate Energy, Inc. since September 2021. He serves as President and Chief Executive officer at Excelerate Energy,...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Steven Kobos
President4.9yrsUS$6.10m0.85%
$ 33.9m
Dana Armstrong
Executive VP & CFO4.9yrsUS$2.38m0.12%
$ 4.8m
David Liner
Executive VP & COO3.6yrsUS$2.11m0.033%
$ 1.3m
Alisa Hood
Executive VP4.9yrsUS$1.69m0.054%
$ 2.2m
Oliver Simpson
Executive VP & Chief Commercial Officer2.8yrsUS$1.79m0.16%
$ 6.5m
Michael Bent
VP, Controller & Chief Accounting Officer4.9yrsNessun dato0.060%
$ 2.4m
Craig Hicks
Vice President of Investor Relations & ESGno dataNessun datoNessun dato
Amy Broussard
Executive VP & Chief Human Resources Officer4.9yrsUS$932.64k0.055%
$ 2.2m
4.9yrs
Durata media
53yo
Età media

Gestione esperta: Il team dirigenziale di EE è considerato esperto (durata media dell'incarico 4.9 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Steven Kobos
President4.9yrsUS$6.10m0.85%
$ 33.9m
Paul Hanrahan
Independent Director4.3yrsUS$224.81kNessun dato
Don Millican
Chairman of the Board4.3yrsNessun dato0.021%
$ 856.1k
Robert Waldo
Director4.3yrsNessun dato0.066%
$ 2.7m
Nisha Biswal
Independent Director1.6yrsUS$212.50k0.013%
$ 538.1k
Deborah Byers
Independent Director4.1yrsUS$223.00kNessun dato
Tyler Todd
Director1.8yrsNessun datoNessun dato
4.3yrs
Durata media
61yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di EE sono considerati esperti (durata media dell'incarico 4.3 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/12 19:28
Prezzo dell'azione a fine giornata2026/08/12 00:00
Utili2026/06/30
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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; abbiamo anche delle guide su come utilizzare i nostri report e dei 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

Excelerate Energy, Inc. è coperta da 16 analisti. 9 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.

AnalistaIstituzione
Theresa ChenBarclays
Wade SukiCapital One Securities, Inc.
Christopher RobertsonDeutsche Bank