Cheniere Energy (LNG) Aandelenoverzicht
Cheniere Energy, Inc., een energie-infrastructuurbedrijf, houdt zich voornamelijk bezig met aan vloeibaar aardgas (LNG) gerelateerde activiteiten in de Verenigde Staten. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 0/6 |
| Toekomstige groei | 4/6 |
| Prestaties in het verleden | 2/6 |
| Financiële gezondheid | 3/6 |
| Dividenden | 2/6 |
LNG Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$320.94
FV
18.7% ondergewaardeerd intrinsieke korting6.24%
Revenue growth p.a.
3.8k
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Cheniere Energy, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$260.94 |
| 52 Week Hoogtepunt | US$300.89 |
| 52 Week Laag | US$186.20 |
| Bèta | -0.0083 |
| 1 maand verandering | 10.28% |
| 3 maanden verandering | -1.82% |
| 1 Jaar Verandering | 10.59% |
| 3 jaar verandering | 66.23% |
| 5 jaar verandering | 212.77% |
| Verandering sinds IPO | 5,939.98% |
Recent nieuws en updates
Analyseartikel • Jun 18
Cheniere Energy (LNG) Stock Could Be 29.3% Undervalued Despite Recent Pullback
Recent trading in Cheniere Energy (LNG) has drawn attention after the stock declined about 8% over the past month and roughly 19% over the past 3 months, prompting investors to reassess its current valuation. See our latest analysis for Cheniere Energy. At a latest share price of $227.03, Cheniere Energy’s recent 1 day share price return of 1.89% decline, 7 day return of 5.46% decline and 3 month return of 19.17% decline contrast with a year to date share price gain of 14.78%. The 1 year...
Narratiefupdate • Jun 17
LNG: Future Returns Will Track Gulf Disruptions And Contracted Expansion Capacity
The analyst price target for Cheniere Energy has been nudged higher to $304.38 from $302.55, as analysts highlight the company's long-duration contract base, its exposure to U.S. LNG, and ongoing support from recent initiations and target increases across several firms. Analyst Commentary Recent research on Cheniere Energy gives you a mix of supportive views on the stock's contract profile and expansion plans, along with some caution around valuation levels and past target revisions.Seeking Alpha • Jun 08
Cheniere Energy: Qatar's Crisis, Cheniere's Opportunity
Summary Cheniere Energy, Inc. is well-positioned amid global LNG supply disruptions, with over 90% of capacity contracted under long-term agreements, ensuring predictable cash flows. Q1 results showed robust underlying performance: adjusted EBITDA up 25% to $2.33B, distributable cash flow up to $1.67B, and management raised full-year guidance. Corpus Christi Stage 3 ramp-up and recent supply shocks in Qatar enhance LNG’s strategic value, supporting higher liquefaction fees and future contract momentum. With a 2027 price target of $312.05 (30.6% upside) and ongoing buybacks, I maintain a buy rating on LNG, citing expanding capacity and resilient earnings. Read the full article on Seeking AlphaRecent updates
Analyseartikel • Jun 18
Cheniere Energy (LNG) Stock Could Be 29.3% Undervalued Despite Recent Pullback
Recent trading in Cheniere Energy (LNG) has drawn attention after the stock declined about 8% over the past month and roughly 19% over the past 3 months, prompting investors to reassess its current valuation. See our latest analysis for Cheniere Energy. At a latest share price of $227.03, Cheniere Energy’s recent 1 day share price return of 1.89% decline, 7 day return of 5.46% decline and 3 month return of 19.17% decline contrast with a year to date share price gain of 14.78%. The 1 year...Narratiefupdate • Jun 17
LNG: Future Returns Will Track Gulf Disruptions And Contracted Expansion Capacity
The analyst price target for Cheniere Energy has been nudged higher to $304.38 from $302.55, as analysts highlight the company's long-duration contract base, its exposure to U.S. LNG, and ongoing support from recent initiations and target increases across several firms. Analyst Commentary Recent research on Cheniere Energy gives you a mix of supportive views on the stock's contract profile and expansion plans, along with some caution around valuation levels and past target revisions.Seeking Alpha • Jun 08
Cheniere Energy: Qatar's Crisis, Cheniere's Opportunity
Summary Cheniere Energy, Inc. is well-positioned amid global LNG supply disruptions, with over 90% of capacity contracted under long-term agreements, ensuring predictable cash flows. Q1 results showed robust underlying performance: adjusted EBITDA up 25% to $2.33B, distributable cash flow up to $1.67B, and management raised full-year guidance. Corpus Christi Stage 3 ramp-up and recent supply shocks in Qatar enhance LNG’s strategic value, supporting higher liquefaction fees and future contract momentum. With a 2027 price target of $312.05 (30.6% upside) and ongoing buybacks, I maintain a buy rating on LNG, citing expanding capacity and resilient earnings. Read the full article on Seeking AlphaNarratiefupdate • Jun 03
LNG: Future Returns Will Track Gulf Supply Shifts And Ongoing Share Repurchases
Analysts trimmed the fair value estimate for Cheniere Energy slightly from $303.00 to about $302.55 while still lifting several Street price targets, citing a more cautious view on revenue growth and margins, as well as support for U.S. LNG from recent geopolitical disruptions. Analyst Commentary Bullish and cautious views on Cheniere Energy sit side by side right now, with several firms adjusting price targets around the same broad thesis of U.S. LNG demand, capital discipline, and geopolitical support for export volumes.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.
Nieuw narratief • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...Narratiefupdate • 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.Analyseartikel • 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...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
Nieuw narratief • 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.Rendement voor aandeelhouders
| LNG | US Oil and Gas | US Markt | |
|---|---|---|---|
| 7D | 7.0% | 5.0% | -0.4% |
| 1Y | 10.6% | 21.6% | 18.4% |
Rendement versus industrie: LNG presteerde slechter dan de US Oil and Gas -sector, die het afgelopen jaar een rendement van 21.6 % opleverde.
Rendement versus markt: LNG presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 18.4 % opleverde.
Prijsvolatiliteit
| LNG volatility | |
|---|---|
| LNG Average Weekly Movement | 4.3% |
| Oil and Gas Industry Average Movement | 6.0% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiele aandelenkoers: LNG heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 4% ) van LNG is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1983 | 1,717 | Jack Fusco | www.cheniere.com |
Cheniere Energy, Inc., een energie-infrastructuurbedrijf, houdt zich voornamelijk bezig met aan vloeibaar aardgas (LNG) gerelateerde activiteiten in de Verenigde Staten. Het bedrijf bezit en exploiteert de Sabine Pass LNG-terminal in Cameron Parish, Louisiana; en de Corpus Christi LNG-terminal nabij Corpus Christi, Texas. Het bedrijf is ook eigenaar en exploitant van de Creole Trail-pijpleiding, een 94 mijl lange aardgastoevoerpijpleiding die de Sabine Pass LNG-terminal verbindt met verschillende grote interstatelijke en binnenstatelijke pijpleidingen; en de Corpus Christi-pijpleiding, een 21 mijl lange aardgastoevoerpijpleiding die de Corpus Christi LNG-terminal verbindt met interstatelijke en binnenstatelijke aardgaspijpleidingen.
Cheniere Energy, Inc. Samenvatting
| LNG fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$53.44b |
| Inkomsten(TTM) | US$1.46b |
| Inkomsten(TTM) | US$20.77b |
37.5x
Koers/Winstverhouding2.6x
P/S-verhoudingIs LNG overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| LNG resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$20.77b |
| Kosten van inkomsten | US$13.92b |
| Brutowinst | US$6.86b |
| Overige uitgaven | US$5.40b |
| Inkomsten | US$1.46b |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 6.97 |
| Brutomarge | 33.00% |
| Nettowinstmarge | 7.03% |
| Schuld/Eigen Vermogen Verhouding | 273.9% |
Hoe presteerde LNG op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
0.9%
Huidig dividendrendement32%
UitbetalingsratioBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/08 04:27 |
| Aandelenkoers aan het einde van de dag | 2026/07/08 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Cheniere Energy, Inc. wordt gevolgd door 44 analisten. 12 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Kannan Venkateshwar | Barclays |
| Theresa Chen | Barclays |
| Jean Ann Salisbury | Bernstein |