Cheniere Energy (LNG): Revisiting Valuation After CEO Spotlight at Gastech 2025 Conference

Cheniere Energy (LNG) has been catching the spotlight after its CEO took center stage at the Gastech Exhibition & Conference 2025. For investors trying to decide what to do next, this kind of high-profile presentation can raise the stakes. These industry gatherings are more than just networking opportunities; they are often where leaders share insights on strategy, emerging trends, and what might be coming down the pipeline for the company and the sector as a whole.

Against this backdrop of renewed focus, Cheniere Energy’s stock performance gives us plenty to dig into. After some ups and downs this year, momentum appears to be building again with a solid 6% year-to-date rise and a strong 33% gain over the past twelve months. While higher user interest might signal optimism about future growth or strategy, long-term holders have seen impressive multi-year gains, even as the past quarter was fairly flat.

The big question for investors now is whether this renewed attention means the stock is undervalued, or if the current price already reflects all the growth that is expected ahead.

Most Popular Narrative: 13.4% Undervalued

According to the most widely followed narrative, Cheniere Energy is currently trading below its estimated fair value by a significant margin. This suggests that the market may be undervaluing the company’s future earning power relative to analyst expectations.

“Cheniere's ongoing expansion of LNG production capacity, including the final investment decision and construction of Corpus Christi Midscale Trains 8 & 9 and advancing permitting for future trains, positions the company to capture increasing global demand for LNG. This directly supports upward revisions in long-term revenue and EBITDA as these projects come online.”

Ready to uncover what’s really behind this undervaluation? This narrative is built on ambitious growth projections, declining profit margins, and a future earnings multiple you might not expect for a company in this sector. Which of these assumptions most moves the needle on fair value? Read on to discover the detail that could flip your outlook on Cheniere’s true worth.

Result: Fair Value of $270.67 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, oversupply from global LNG buildouts or a slowdown in Asian demand could quickly challenge the optimistic outlook that underpins Cheniere’s current valuation.

Find out about the key risks to this Cheniere Energy narrative.

Another View: A Closer Look at Pricing

While the fair value calculation points to undervaluation, a closer look at how the company is priced versus the wider US Oil and Gas sector brings a different perspective. Is the market already factoring in future challenges, or is something being overlooked?

See what the numbers say about this price — find out in our valuation breakdown.

Stay updated when valuation signals shift by adding Cheniere Energy to your watchlist or portfolio. Alternatively, explore our screener to discover other companies that fit your criteria.

Build Your Own Cheniere Energy Narrative

If you see things differently or want to dive deeper into Cheniere Energy’s numbers on your own terms, you can build a personalized narrative in just a few minutes. Do it your way.

A great starting point for your Cheniere Energy research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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