Venture Global Management
Management criteria checks 1/4
Venture Global's CEO is Mike Sabel, appointed in Sep 2023, has a tenure of 2.83 years. total yearly compensation is $39.10M, comprised of 19% salary and 81% bonuses, including company stock and options. directly owns 0.048% of the company’s shares, worth $14.87M. The average tenure of the management team and the board of directors is 1.5 years and 2.8 years respectively.
Key information
Mike Sabel
Chief executive officer
US$39.1m
Total compensation
| CEO salary percentage | 19.01% |
| CEO tenure | 2.8yrs |
| CEO ownership | 0.05% |
| Management average tenure | 1.5yrs |
| Board average tenure | 2.8yrs |
Recent management updates
Recent updates
Venture Global: America's Next LNG Champion, Intense Growth Ahead
Summary Venture Global is poised to become the largest US LNG exporter by 2027, surpassing Cheniere Energy. VG raised 2026 EBITDA guidance to $8.2–$8.5B, but I conservatively model ~$8B, highlighting robust growth and contract backlog. Despite elevated debt, VG's recent lower-yield debt issuance signals market confidence; $137B revenue backlog underpins long-term visibility. I assign a $16 fair value (60% upside), citing execution risk, BP arbitration, and LNG demand as key watchpoints. Read the full article on Seeking Alpha
VG: European LNG Contracts Will Support Future Cash Flow Visibility
Analysts have raised their price target on Venture Global to $21.24 from $18.70, citing updated assumptions that include a different discount rate, revised expectations for revenue growth and profit margins, and a lower future P/E multiple in their valuation work. What's in the News for Venture Global Venture Global expanded its long term LNG Sales and Purchase Agreement with Atlantic-SEE LNG Trade to Greece, doubling contracted volume to 1.0 million tons per year from 0.5 million tons per year for 20 years starting in 2030.Venture Global (VG) Stock Could Be 10.1% Undervalued After Recent Slide
Venture Global Stock Reaction and Recent Trading Context Venture Global (VG) has drawn investor attention after its recent trading performance, with the stock down 16% over the past week and about 19% over the past month. Over the past 3 months, Venture Global has fallen roughly 30%, while the year to date return remains positive at about 57%. This combination of shorter term weakness and longer term strength is shaping how investors are reassessing the stock. See our latest analysis for...Solid Earnings May Not Tell The Whole Story For Venture Global (NYSE:VG)
Venture Global, Inc. ( NYSE:VG ) just released a solid earnings report, and the stock displayed some strength. Despite...Venture Global, Inc. (NYSE:VG) Surges 35% Yet Its Low P/E Is No Reason For Excitement
Venture Global, Inc. ( NYSE:VG ) shareholders would be excited to see that the share price has had a great month...Venture Global, Inc. (NYSE:VG) Not Doing Enough For Some Investors As Its Shares Slump 26%
Unfortunately for some shareholders, the Venture Global, Inc. ( NYSE:VG ) share price has dived 26% in the last thirty...Is Venture Global (NYSE:VG) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Venture Global: Failing To Meet Expectations To Date
Summary Venture Global's stock has plummeted 65% post-IPO due to mispricing, execution issues and a disappointing financial outlook. The company faces significant challenges which impact its LNG projects and overall credibility with major European customers. Analysts have mixed ratings on the equity currently, but there was some significant insider buying in the stock in March, and it has a low forward P/E ratio. Read the full article on Seeking AlphaVenture Global: No Relief In Sight
Summary Venture Global's IPO was disastrous, with the stock plummeting over 60% due to high valuation concerns and operational red flags. 2025 earnings guidance was significantly below expectations, exacerbated by lower margins from LNG price arbitrage and operational issues. Production and cost issues, including unexpected buyer margin discounts and increased project costs, have further eroded investor confidence. The company's reputation and future contract prospects are tarnished by lawsuits and operational mismanagement, making it a risky investment. Read the full article on Seeking AlphaVenture Global's IPO Struggles: Legal Battles, Valuation Woes, And Market Risks
Summary Venture Global’s IPO debacle and dramatic valuation drop highlight mounting operational and legal headwinds in the LNG market. VG’s steep stock decline and high leverage underscore risks amid fierce competition and unstable market conditions. While favorable LNG policies offer a glimmer of hope, persistent legal and operational hurdles keep VG’s outlook cautionary. Read the full article on Seeking AlphaVenture Global: Buy, Hold, Revisit In 10 Years
Summary Venture Global's IPO, initially valued at $110 billion, was reset to $60 billion, offering 70 million shares at $25 each, making it attractive for long-term-focused investors. VG's innovative approach, using smaller, rapidly deployable trains (< 1 mtpa each), allows for faster project start-ups and potential for spot price sales during commissioning compared to competitors. Despite short-term volatility and high valuation, the Company's long-term growth prospects and debt reduction may make it a compelling hold for long-term investors. Future projects and expansions could make Venture Global the largest LNG exporter in the U.S., outpacing Cheniere Energy, with significant revenue and net income growth expected post-2025. Read the full article on Seeking AlphaCEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$2b |
| Dec 31 2025 | US$39m | US$7m | US$2b |
| Sep 30 2025 | n/a | n/a | US$2b |
| Jun 30 2025 | n/a | n/a | US$1b |
| Mar 31 2025 | n/a | n/a | US$1b |
| Dec 31 2024 | US$36m | US$8m | US$1b |
| Sep 30 2024 | n/a | n/a | US$554m |
| Dec 31 2023 | US$34m | US$6m | US$3b |
Compensation vs Market: Mike's total compensation ($USD39.10M) is above average for companies of similar size in the US market ($USD14.71M).
Compensation vs Earnings: Mike's compensation has been consistent with company performance over the past year.
CEO
Mike Sabel (58 yo)
Mr. Michael A. Sabel, also known as Mike, is Co- Founder of Venture Global, Inc and has been its Executive Co-Chairman of the Board and Chief Executive Officer from September 2023. Mr. Sabel co-founded Ven...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Founder | 2.8yrs | US$39.10m | 0.048% $ 14.9m | |
| Founder & Executive Co-Chairman of the Board | 2.8yrs | US$12.48m | 0.048% $ 14.9m | |
| Chief Financial Officer | 2.8yrs | US$9.08m | 0% $ 0 | |
| General Counsel & Secretary | 2.8yrs | US$8.58m | no data | |
| Chief Commercial Officer | 1.5yrs | US$9.12m | no data | |
| Chief Operating Officer | 1.5yrs | no data | no data | |
| Senior VP & Chief Accounting Officer | 1.5yrs | no data | no data | |
| Chief Information Officer | 1.5yrs | no data | no data | |
| Senior Vice President of Investor Relations | no data | no data | no data | |
| Senior Vice President of Development | 1.5yrs | no data | no data | |
| MD & Treasurer | 2.8yrs | no data | no data | |
| Senior Vice President of Investor Relations of Venture Global LNG | no data | no data | no data |
Experienced Management: VG's management team is not considered experienced ( 1.5 years average tenure), which suggests a new team.
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Founder | 2.8yrs | US$39.10m | 0.048% $ 14.9m | |
| Founder & Executive Co-Chairman of the Board | 2.8yrs | US$12.48m | 0.048% $ 14.9m | |
| Independent Director | 2.8yrs | US$465.00k | 0.0020% $ 613.2k | |
| Independent Director | 2.8yrs | US$465.00k | 0.074% $ 23.0m | |
| Independent Director | 2.8yrs | US$465.00k | 0.040% $ 12.4m | |
| Independent Director | 2.8yrs | US$465.00k | 0.074% $ 23.0m | |
| Independent Director | 2.8yrs | US$495.00k | 0.080% $ 24.8m |
Experienced Board: VG's board of directors are not considered experienced ( 2.8 years average tenure), which suggests a new board.
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/07/10 02:58 |
| End of Day Share Price | 2026/07/10 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
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Analyst Sources
Venture Global, Inc. is covered by 23 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Sunaina Ocalan | Bernstein |
| Robert Brackett | Bernstein |
| Jean Ann Salisbury | BofA Global Research |