Golar LNG（GLNG）株式概要
ゴーラLNG社は、天然ガスの液化のための海洋インフラの設計、改造、所有、運営を行っている。 詳細
GLNG Community Fair Values
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Analyst Price Targets
Golar LNG Limited 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$51.24 |
| 52週高値 | US$57.79 |
| 52週安値 | US$35.02 |
| ベータ | 0.014 |
| 1ヶ月の変化 | 0.81% |
| 3ヶ月変化 | -3.83% |
| 1年変化 | 25.68% |
| 3年間の変化 | 118.51% |
| 5年間の変化 | 347.12% |
| IPOからの変化 | 876.00% |
最新ニュース
ナラティブの更新 • 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 Alpha分析記事 • 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...
ナラティブの更新 • 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.ナラティブの更新 • 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
ナラティブの更新 • 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 Alpha分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.
新しいナラティブ • 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?新しいナラティブ • 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?ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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
新しいナラティブ • 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 Alpha株主還元
| GLNG | US Oil and Gas | US 市場 | |
|---|---|---|---|
| 7D | 4.6% | 2.8% | 0.7% |
| 1Y | 25.7% | 18.8% | 20.6% |
業界別リターン: GLNG過去 1 年間で18.8 % の収益を上げたUS Oil and Gas業界を上回りました。
リターン対市場: GLNG過去 1 年間で20.6 % の収益を上げたUS市場を上回りました。
価格変動
| GLNG volatility | |
|---|---|
| GLNG Average Weekly Movement | 3.5% |
| Oil and Gas Industry Average Movement | 5.9% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: GLNG 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: GLNGの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1946 | 500 | Karl Staubo | www.golarlng.com |
天然ガスの液化のための海洋インフラの設計、改造、所有、運営を行う。同社はFLNGと企業・その他の2つのセグメントで事業を展開している。再ガス化、貯蔵、液化天然ガス（LNG）運搬船事業、浮体式液化天然ガス（FLNG）船やプロジェクトの運営、LNG運搬船の輸送、船舶管理業務に従事している。同社は1946年に設立され、バミューダのハミルトンに本社を置いている。
Golar LNG Limited 基礎のまとめ
| GLNG 基礎統計学 | |
|---|---|
| 時価総額 | US$5.18b |
| 収益（TTM） | US$141.06m |
| 売上高(TTM) | US$468.57m |
37.0x
PER（株価収益率11.1x
P/SレシオGLNG は割高か？
公正価値と評価分析を参照収益と収入
| GLNG 損益計算書（TTM） | |
|---|---|
| 収益 | US$468.57m |
| 売上原価 | US$186.24m |
| 売上総利益 | US$282.33m |
| その他の費用 | US$141.28m |
| 収益 | US$141.06m |
直近の収益報告
Mar 31, 2026
次回決算日
Aug 13, 2026
| 一株当たり利益（EPS） | 1.39 |
| グロス・マージン | 60.25% |
| 純利益率 | 30.10% |
| 有利子負債／自己資本比率 | 126.9% |
GLNG の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
2.0%
現在の配当利回り73%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/10 11:24 |
| 終値 | 2026/07/10 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Golar LNG Limited 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。26
| アナリスト | 機関 |
|---|---|
| null null | ABG Sundal Collier |
| Donald McLee | Berenberg |
| Chase Mulvehill | BofA Global Research |