Golar LNG Gelecekteki Büyüme
Future kriter kontrolleri 4/6
Golar LNG kazanç ve gelirin sırasıyla yıllık 34.9% ve 19.2% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 35.1% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 17.2% olacağı tahmin edilmektedir.
Anahtar bilgiler
34.9%
Kazanç büyüme oranı
35.13%
EPS büyüme oranı
| Oil and Gas kazanç büyümesi | 11.3% |
| Gelir büyüme oranı | 19.2% |
| Gelecekteki özkaynak getirisi | 17.20% |
| Analist kapsamı | Low |
| Son güncelleme | 04 May 2026 |
Gelecekteki son büyüme güncellemeleri
Recent updates
Yeni Anlatı • 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?
Anlatı Güncellemesi • 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.Seeking Alpha • Apr 09
Golar LNG: Structural LNG Tightness And Strategic Optionality Support Further Upside
Summary GLNG’s formal strategic alternatives process, advised by Goldman Sachs, could result in a sale, asset divestment, or merger to maximize shareholder value. Middle East disruptions and Qatar LNG outages highlight GLNG’s FLNG solutions, offering faster deployment and a 40% cost advantage over onshore alternatives. Long-term contracted EBITDA (~$850m) provides downside protection, while incremental exposure to LNG prices and new FLNG projects offers upside not fully priced by the market. Read the full article on Seeking AlphaAnlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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
Yeni Anlatı • 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 AlphaKazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 12/31/2028 | 850 | 308 | 245 | 513 | 2 |
| 12/31/2027 | 411 | 108 | -462 | 155 | 5 |
| 12/31/2026 | 395 | 72 | -466 | 119 | 5 |
| 12/31/2025 | 394 | 66 | -383 | 471 | N/A |
| 9/30/2025 | 327 | 60 | -437 | 504 | N/A |
| 6/30/2025 | 269 | -6 | -295 | 418 | N/A |
| 3/31/2025 | 258 | 4 | -86 | 382 | N/A |
| 12/31/2024 | 260 | 51 | -122 | 318 | N/A |
| 9/30/2024 | 274 | 13 | -177 | 184 | N/A |
| 6/30/2024 | 277 | 141 | -183 | 141 | N/A |
| 3/31/2024 | 289 | 110 | -312 | 112 | N/A |
| 12/31/2023 | 298 | -47 | -190 | 135 | N/A |
| 9/30/2023 | 278 | 55 | -1 | 242 | N/A |
| 6/30/2023 | 279 | 100 | 65 | 312 | N/A |
| 3/31/2023 | 269 | 208 | 25 | 239 | N/A |
| 12/31/2022 | 268 | 872 | -49 | 218 | N/A |
| 9/30/2022 | 274 | 801 | -84 | 167 | N/A |
| 6/30/2022 | 269 | 569 | 510 | 730 | N/A |
| 3/31/2022 | 256 | 364 | -3 | 247 | N/A |
| 12/31/2021 | 260 | -176 | 40 | 254 | N/A |
| 9/30/2021 | 313 | -169 | -42 | 228 | N/A |
| 6/30/2021 | 345 | -94 | -696 | -384 | N/A |
| 3/31/2021 | 394 | -8 | -50 | 186 | N/A |
| 12/31/2020 | 261 | -94 | -153 | 146 | N/A |
| 9/30/2020 | 459 | -76 | -331 | 121 | N/A |
| 6/30/2020 | 463 | -140 | -300 | 142 | N/A |
| 3/31/2020 | 457 | -237 | -445 | 60 | N/A |
| 12/31/2019 | 449 | -169 | -294 | 107 | N/A |
| 9/30/2019 | 492 | -550 | N/A | 127 | N/A |
| 6/30/2019 | 516 | -401 | N/A | 79 | N/A |
| 3/31/2019 | 479 | -252 | N/A | 138 | N/A |
| 12/31/2018 | 431 | -231 | N/A | 117 | N/A |
| 9/30/2018 | 306 | 85 | N/A | 81 | N/A |
| 6/30/2018 | 216 | -25 | N/A | 47 | N/A |
| 3/31/2018 | 185 | -135 | N/A | 11 | N/A |
| 12/31/2017 | 144 | -180 | N/A | -35 | N/A |
| 9/30/2017 | 109 | -175 | N/A | -46 | N/A |
| 6/30/2017 | 99 | -155 | N/A | -13 | N/A |
| 3/31/2017 | 89 | -172 | N/A | -58 | N/A |
| 12/31/2016 | 80 | -187 | N/A | -115 | N/A |
| 9/30/2016 | 80 | -263 | N/A | -300 | N/A |
| 6/30/2016 | 85 | -390 | N/A | -328 | N/A |
| 3/31/2016 | 87 | -300 | N/A | -285 | N/A |
| 12/31/2015 | 103 | -171 | N/A | -345 | N/A |
| 9/30/2015 | 115 | -148 | N/A | -78 | N/A |
| 6/30/2015 | 116 | 11 | N/A | -44 | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: GLNG 'nin tahmini kazanç büyümesi (yıllık 34.9% ) tasarruf oranının ( 3.5% ) üzerindedir.
Kazançlar ve Piyasa: GLNG şirketinin kazançlarının (yıllık 34.9% ) US pazarından (yıllık 16.8% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Kazançları: GLNG şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.
Gelir ve Pazar: GLNG şirketinin gelirinin (yıllık 19.2% ) US pazarından (yıllık 11.7% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Geliri: GLNG şirketinin gelirinin (yıllık 19.2% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: GLNG 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 17.2 %).
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/18 15:12 |
| Gün Sonu Hisse Fiyatı | 2026/05/15 00:00 |
| Kazançlar | 2025/12/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
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| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
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| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Golar LNG Limited 25 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| null null | ABG Sundal Collier |
| Donald McLee | Berenberg |
| Chase Mulvehill | BofA Global Research |