Cheniere Energy (LNG) 주식 개요
에너지 인프라 기업인 Cheniere Energy, Inc.는 주로 미국에서 액화천연가스(LNG) 관련 사업을 영위하는 기업입니다. 자세히 보기
LNG Community Fair Values
Create NarrativeSee what 129 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
US$320.94
FV
25.1% 저평가 내재 할인율6.24%
Revenue growth p.a.
3.8k
users have viewed this narrative8users have liked this narrative
0users have commented on this narrative
25users have followed this narrative
Cheniere Energy, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$240.45 |
| 52주 최고가 | US$300.89 |
| 52주 최저가 | US$186.20 |
| 베타 | 0.065 |
| 1개월 변동 | -6.72% |
| 3개월 변동 | 6.17% |
| 1년 변동 | 5.23% |
| 3년 변동 | 70.12% |
| 5년 변동 | 185.64% |
| IPO 이후 변동 | 5,465.69% |
최근 뉴스 및 업데이트
Recent updates
분석 기사 • May 14
Cheniere Energy's (NYSE:LNG) Soft Earnings Are Actually Better Than They Appear
Investors were disappointed by Cheniere Energy, Inc.'s ( NYSE:LNG ) latest earnings release. We did some further...Seeking Alpha • May 07
Cheniere Energy: Buy On Project And Export Expansion Ahead
Summary Cheniere Energy is the dominant U.S. LNG exporter, leveraging long-term, fixed-fee contracts for highly predictable, utility-like cash flows. LNG’s expansion projects, notably Corpus Christi Stage 3, are nearing completion, positioning the company for higher exports and adjusted EBITDA growth into 2026. Approximately 90% of LNG’s volumes are secured under long-term agreements, providing a strong hedge against commodity price volatility and underpinning steady distributable cash flow. LNG trades at an 11x P/E, below sector median, and is rated a buy due to contract-driven growth, discounted valuation, and imminent capacity expansions. Read the full article on Seeking Alpha
내러티브 업데이트 • Apr 30
LNG: Future Returns Will Reflect Gulf Supply Disruptions And Expanded Buyback Program
Analysts have made only a small upward adjustment to the fair value estimate for Cheniere Energy to $303, reflecting Street research that points to modestly higher revenue growth expectations, a slightly richer future P/E multiple, and continued confidence in the company’s long term commercial momentum despite mixed recent price target changes. Analyst Commentary Recent Street research on Cheniere Energy reflects a generally constructive tone on the company, with most price target moves skewed higher and only a few more cautious voices pulling back or downgrading.내러티브 업데이트 • Apr 12
LNG: Future Returns Will Reflect Gulf Supply Disruptions And Record Buyback Commitment
Analyst price targets for Cheniere Energy have been adjusted higher, with the modelled fair value moving from $295.05 to $301.36 as analysts factor in updated views on long term revenue growth, profit margins, and the recent series of Street target hikes across major firms. Analyst Commentary Street research on Cheniere Energy has been active, with a cluster of target changes and rating moves that help explain the higher modelled fair value.
새로운 내러티브 • Mar 29
Cheniere Energy: The "Corpus Christi Stage 3" Expansion and the $10 Billion Buyback Inflection
Cheniere Energy, Inc. (LNG) is currently solidifying its position as the undisputed "King of U.S. LNG Exports," transitioning from a high-growth infrastructure builder into a massive cash-flow-generating machine.내러티브 업데이트 • Mar 28
LNG: Future Returns Will Reflect Gulf Supply Shocks And Buyback Discipline
The analyst price target for Cheniere Energy has shifted from $273.55 to $295.05, reflecting updated views on slightly lower discount rates, modestly different revenue growth assumptions, and a higher expected profit margin and future P/E, as analysts point to recent price target hikes and upgrades across several major firms. Analyst Commentary Recent Street research on Cheniere Energy clusters around two themes, with many bullish analysts lifting price targets while a smaller group highlights risks that could cap upside.내러티브 업데이트 • Mar 13
LNG: Future Returns Will Reflect Gulf Supply Risks And Contract Discipline
Our updated fair value estimate for Cheniere Energy edges up to $273.55 from $264.09 as analysts lift price targets into a roughly $255 to $301 range, citing expectations for continued capital discipline, repeat LNG contracts that reinforce customer confidence, and solid execution on capital allocation and operations. Analyst Commentary Recent research points to a mixed but generally constructive view on Cheniere Energy, with most price targets clustered between about $255 and $301 and one outlier closer to $236.
새로운 내러티브 • Mar 08
Cheniere Energy (LNG) — The Toll Road That Geopolitics Just Made More Valuable
The Business in Simple Terms Cheniere operates the largest LNG export terminals in the US — Sabine Pass and Corpus Christi. They liquefy natural gas, load it onto tankers, and ship it to buyers in Europe and Asia under long-term contracts.내러티브 업데이트 • Feb 27
LNG: Future Returns Will Hinge On Gulf Oversupply And Project Timing
Analysts have adjusted their price target for Cheniere Energy to $264.09 from $264.29, reflecting updated views on LNG market supply, slightly lower assumed revenue growth, modestly higher profit margins, and a reduced future P/E multiple. Analyst Commentary Recent Street research on Cheniere Energy reflects a mix of optimism on execution and cash flow resilience, alongside caution around the LNG cycle and project timing.내러티브 업데이트 • Feb 13
LNG: Future Returns Will Depend On Gulf Coast Project Timing
Analysts have reduced their average price target on Cheniere Energy by about $2. This reflects slightly lower modeled fair value and revenue growth assumptions, partly offset by marginally higher profit margin and future P/E expectations in light of recent mixed target moves across the Street.내러티브 업데이트 • Jan 30
LNG: Future Cash Returns Will Rely On Gulf Coast Project Execution
Narrative Update on Cheniere Energy The analyst price target for Cheniere Energy has edged lower by about US$2. Analysts point to updated models that reflect slightly higher discount rates, refined revenue growth and margin assumptions, and recent price target reductions across several firms following changes in international spreads and project timing.내러티브 업데이트 • Jan 15
LNG: Future Cash Returns From Buybacks And Dividend Increases Will Support Shares
Analysts have trimmed their Cheniere Energy fair value estimate by about US$3 to roughly US$268, reflecting slightly lower modeled revenue growth, a modest adjustment to margins, and a lower future P/E. Recent research still points to ongoing support for the stock, even though price targets have been reduced in connection with lower international spreads and timing shifts for expansion projects.분석 기사 • Jan 04
We Think Cheniere Energy (NYSE:LNG) Is Taking Some Risk With Its Debt
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Sep 10
There's Been No Shortage Of Growth Recently For Cheniere Energy's (NYSE:LNG) Returns On Capital
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...내러티브 업데이트 • Sep 04
Expanding LNG Capacity Will Offer Opportunities Despite Market Risks
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.분석 기사 • Jul 21
These 4 Measures Indicate That Cheniere Energy (NYSE:LNG) Is Using Debt Extensively
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...분석 기사 • Jul 03
Cheniere Energy, Inc.'s (NYSE:LNG) Business Is Trailing The Market But Its Shares Aren't
With a median price-to-earnings (or "P/E") ratio of close to 19x in the United States, you could be forgiven for...Seeking Alpha • Apr 23
Cheniere Energy's LNG Benefits From A U.S. Trade Deficit
Summary Cheniere Energy, Inc., with a $50B market cap, benefits from low U.S. natural gas prices and high production, exporting LNG internationally, and signing long-term contracts. Despite high natural gas prices in 2023, Cheniere achieved nearly $4B in DCF, aiming for $4.5B in 2025, showing strong business performance. The company is advancing its $10B CCL Stage 3 project, enhancing production capacity, and targeting 90 mtpa, indicating robust growth potential. With a 7-8% DCF yield and minimal unsold spot capacity, LNG stock is positioned for substantial shareholder returns, despite the company's significant debt and execution risks. Read the full article on Seeking AlphaSeeking Alpha • Mar 19
Cheniere Energy: LNG Demand To Double, Why This Market Leader Is A Buy
Summary Cheniere Energy's strategic expansions and long-term contracts position it to capitalize on the growing global LNG demand, expected to double by 2050. Q4 2024 results showed solid performance despite softer LNG margins, with revenues at $4.44 billion and distributable cash flow steady at $1.05 billion. Corpus Christi Stage 3 expansion is ahead of schedule, set to boost production by 20%, with further expansions planned, enhancing growth potential. Valuation suggests a target price of $297 by 2027, offering a 33% upside and a CAGR of 11.9%, supported by share buybacks and dividends. Read the full article on Seeking AlphaSeeking Alpha • Feb 21
Cheniere Energy: Valuation Extended, But U.S. LNG Dominance May Rise In Trade Conflict
Summary Cheniere Energy has shown strong performance, with LNG up 36% year over year and 300% over five years, driven by high global gas demand and geopolitical instability. The company’s 2025 guidance is robust. New projects are expected to boost its adjusted EBITDA to $6.5B-$7B and distributable cash flow to $4.1B-$4.6B. Despite its high valuation and potential trade conflicts, Cheniere remains a solid long-term investment. It benefits from the EU's dependency on US LNG, which may grow as a trade concession. I am neutral on LNG due to its current valuation; future price rises depend on increased LNG export demand or geopolitical disruptions in the Middle East. Tariffs on Canadian natural gas or ongoing stagnation in US production may raise domestic natural gas prices, potentially hampering Cheniere's profit growth outlook. Read the full article on Seeking AlphaSeeking Alpha • Feb 14
Cheniere Energy: The Only Pure LNG Player Worth It
Summary Cheniere Energy, a leading LNG player, operates Sabine Pass and Corpus Christi terminals with a market cap of $50 billion and 45 MTPA capacity. The company benefits from low competition, favorable policies, and growing LNG demand, particularly in Europe and Asia, enhancing its market position. Despite high debt and valuation metrics, Cheniere's strong growth, increasing dividends, and share buybacks highlight its robust financial performance and shareholder returns. Risks include fluctuating gas prices, rising competition, and long-term renewable energy shifts, but fixed-price contracts and strategic positioning mitigate these concerns. Read the full article on Seeking AlphaSeeking Alpha • Jan 06
Cheniere Energy: A Strong Choice For Serious Investors
Summary Cheniere Energy has gained 31% in 2024 (and 255% in the last five years), reaching historical highs, while the reaction of buyers during recent pullbacks confirms strong investment interest. The company demonstrates excellent profit margins and returns - ROTC and ROCE, along with an impressive cashflow. Positive global demand growth for LNG offsets challenges posed by price volatility and geopolitical uncertainties. The LNG stock maintains a long-term upward trend with significant potential for further growth. I believe it will be a suitable option for long-term investors looking for companies with robust performance. Read the full article on Seeking AlphaSeeking Alpha • Nov 03
Cheniere Energy Remains A Strong Buy Wide-Moat Powerhouse
Summary Cheniere Energy has surged 20% since my Strong Buy rating, backed by its position as a top U.S. LNG producer and a robust business model with long-term contracts. The company benefits from strong global LNG demand, driven by geopolitical factors, and is set for continued growth with ongoing expansion projects and favorable market conditions. LNG stock's commitment to dividends and buybacks enhances shareholder value, positioning it as a compelling investment for those seeking stability and growth. Read the full article on Seeking AlphaSeeking Alpha • Sep 29
Cheniere Energy: Strong Returns Through Expansion And Capital Returns
Summary Cheniere Energy benefits from secular trends of rising LNG demand by direct ownership of the largest U.S. LNG terminals. Long-term contracts for 16 years in future on average and unique assets ensure predictable cash flows, with expected 75% cash flow per share growth in the next 3–4 years. Shares at $180 offer a 24% upside to the intrinsic value of $223, per the Discounted Cash Flow Model. An active share buyback program of 10% of the market cap could catalyze a share price increase. Read the full article on Seeking AlphaSeeking Alpha • Sep 18
Cheniere Energy, Inc.: A Strong Company With Great Prospects
Summary LNG boasts impressive financial performance, with improving EBITDA, EBIT, net income, and free cash flows, alongside a solid dividend that will likely increase substantially in the near future. Wall Street analysts and hedge funds are highly bullish on LNG, with the average analyst price target at $206.63 and targets ranging from $191 to $220. Even under pessimistic assumptions, discounted cash flow (DCF) analysis indicates that LNG is undervalued at its current price. LNG’s P/E and EV/EBITDA ratios are significantly lower than most of its peers. LNG’s production capacity is projected to increase substantially over the next decade. Read the full article on Seeking AlphaSeeking Alpha • Aug 19
Cheniere Energy: Long-Term Contracts, Global Demand, Rising Returns
Summary Cheniere Energy is a dominant player in the global LNG market, capitalizing on growing demand for LNG. Global LNG demand is set to double by 2040, with Cheniere well-positioned to meet this demand through expansion projects and long-term contracts. Despite a Q2 revenue decrease, Cheniere raised full-year guidance, with growth projects on track and plans for share buybacks and dividend increases. Based on my calculation, I believe it remains undervalued, with the potential for 53% upside over the next 40 months. Read the full article on Seeking Alpha
새로운 내러티브 • Aug 19
Strengthening Market Footprint With Calculated Partnerships And Operational Excellence Boosts Long-Term Prospects
Expansion projects and regulatory progress illustrate potential for production capacity growth and long-term revenue and net margin increase.Seeking Alpha • Aug 11
Cheniere Energy: A Wide-Moat LNG Fortress With Accelerating Dividend Growth
Summary Cheniere Energy dominates the LNG market with significant infrastructure, creating a wide-moat business. The company generates strong cash flow, fueling shareholder returns through dividends and buybacks. Despite pricing challenges, Cheniere continues to thrive, supported by successful expansion projects and a focus on dividend growth. Read the full article on Seeking Alpha주주 수익률
| LNG | US Oil and Gas | US 시장 | |
|---|---|---|---|
| 7D | -0.3% | 1.1% | -0.8% |
| 1Y | 5.2% | 37.4% | 27.1% |
수익률 대 산업: LNG은 지난 1년 동안 37.4%의 수익을 기록한 US Oil and Gas 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: LNG은 지난 1년 동안 27.1%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| LNG volatility | |
|---|---|
| LNG Average Weekly Movement | 5.3% |
| Oil and Gas Industry Average Movement | 6.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: LNG는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: LNG의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1983 | 1,717 | Jack Fusco | www.cheniere.com |
에너지 인프라 회사인 Cheniere Energy, Inc.는 주로 미국에서 액화천연가스(LNG) 관련 사업을 영위하고 있습니다. 이 회사는 루이지애나주 카메론 패리시에 있는 사빈 패스 LNG 터미널과 텍사스주 코퍼스 크리스티 근처에 있는 코퍼스 크리스티 LNG 터미널을 소유 및 운영하고 있습니다. 또한 사빈 패스 LNG 터미널과 여러 대형 주 간 및 주 내 파이프라인을 연결하는 94마일 길이의 천연가스 공급 파이프라인인 크리올 트레일 파이프라인과 코퍼스 크리스티 LNG 터미널과 주 간 및 주 내 천연가스 파이프라인을 연결하는 21마일 길이의 천연가스 공급 파이프라인인 코퍼스 크리스티 파이프라인을 소유 및 운영하고 있습니다.
Cheniere Energy, Inc. 기초 지표 요약
| LNG 기초 통계 | |
|---|---|
| 시가총액 | US$51.06b |
| 순이익 (TTM) | US$1.46b |
| 매출 (TTM) | US$20.77b |
34.5x
주가수익비율(P/E)2.4x
주가매출비율(P/S)LNG는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| LNG 손익계산서 (TTM) | |
|---|---|
| 매출 | US$20.77b |
| 매출원가 | US$13.92b |
| 총이익 | US$6.86b |
| 기타 비용 | US$5.40b |
| 순이익 | US$1.46b |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 6.97 |
| 총이익률 | 33.00% |
| 순이익률 | 7.03% |
| 부채/자본 비율 | 273.9% |
LNG의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
0.9%
현재 배당 수익률32%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/21 09:53 |
| 종가 | 2026/05/21 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Cheniere Energy, Inc.는 44명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Kannan Venkateshwar | Barclays |
| Theresa Chen | Barclays |
| Robert Brackett | Bernstein |