Venture Global, Inc.

NYSE:VG Stok Raporu

Piyasa değeri: US$32.5b

Venture Global Yönetim

Yönetim kriter kontrolleri 1/4

Venture Global CEO'su Mike Sabel, Sep2023 tarihinde atandı, in görev süresi 2.92 yıldır. in toplam yıllık tazminatı $ 39.10M olup, şirket hissesi ve opsiyonları dahil olmak üzere 19% maaş ve 81% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.048% ine doğrudan sahiptir ve bu hisseler $ 15.53M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 1.6 yıl ve 2.9 yıldır.

Anahtar bilgiler

Mike Sabel

İcra Kurulu Başkanı

US$39.1m

Toplam tazminat

CEO maaş yüzdesi19.01%
CEO görev süresi2.9yrs
CEO sahipliği0.05%
Yönetim ortalama görev süresi1.6yrs
Yönetim Kurulu ortalama görev süresi2.9yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi Jul 24

VG: Future LNG Contracts And Refinancing Plans Will Shape Balanced Outlook

Analysts have raised their price target on Venture Global from $12.26 to $16.32, citing updated assumptions that combine a lower discount rate, more moderate revenue growth, a higher profit margin outlook, and a reduced future P/E multiple. What’s in the News for Venture Global Venture Global LNG completed a US$2.26b offering of long dated senior secured notes due in 2034 and 2036 with coupons between 6.375% and 6.625%, using the proceeds to redeem higher cost 8.125% notes due 2028, while also adding leverage and interest costs (source: Venture Global Raises US$2.26b in Senior Secured Notes, Expands LNG Supply Contracts).
Anlatı Güncellemesi Jul 10

VG: LNG Backlog And Export Scale Will Support Earnings Visibility

Analysts have raised their fair value estimate for Venture Global from $9.00 to $13.00, citing updated assumptions regarding discount rates, revenue growth, profit margins, and a revised outlook for the company’s future price-to-earnings (P/E) ratio. What’s in the News for Venture Global Seeking Alpha reports that Venture Global could become the largest U.S. LNG exporter by 2027 and that the company has issued 2026 EBITDA guidance of US$8.2b to US$8.5b, supported by a reported US$137b revenue backlog and a large contract portfolio.
Seeking Alpha Jun 30

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
Anlatı Güncellemesi Jun 26

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.
Analiz Makalesi Jun 20

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...
Analiz Makalesi May 19

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...
Analiz Makalesi Feb 04

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...
Analiz Makalesi Dec 16

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...
Analiz Makalesi Sep 25

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...
Seeking Alpha Apr 22

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 Alpha
Seeking Alpha Mar 11

Venture 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 Alpha
Seeking Alpha Feb 10

Venture 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 Alpha
Seeking Alpha Jan 28

Venture 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 Alpha

CEO Tazminat Analizi

Mike Sabel'un ücretlendirmesi Venture Global'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Mar 31 2026n/an/a

US$2b

Dec 31 2025US$39mUS$7m

US$2b

Sep 30 2025n/an/a

US$2b

Jun 30 2025n/an/a

US$1b

Mar 31 2025n/an/a

US$1b

Dec 31 2024US$36mUS$8m

US$1b

Sep 30 2024n/an/a

US$554m

Dec 31 2023US$34mUS$6m

US$3b

Tazminat ve Piyasa: Mike 'nin toplam tazminatı ($USD 39.10M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 14.56M ).

Tazminat ve Kazançlar: Mike 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Mike Sabel (58 yo)

2.9yrs
Görev süresi
US$39,104,906
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Michael Sabel
Founder2.9yrsUS$39.10m0.048%
$ 15.5m
Robert Pender
Founder & Executive Co-Chairman of the Board2.9yrsUS$12.48m0.048%
$ 15.5m
Jonathan Thayer
Chief Financial Officer2.9yrsUS$9.08m0%
$ 0
Keith Larson
General Counsel & Secretary2.9yrsUS$8.58mVeri yok
Thomas Earl
Chief Commercial Officer1.6yrsUS$9.12mVeri yok
Brian Cothran
Chief Operating Officer1.6yrsVeri yokVeri yok
Sarah Blake
Senior VP & Chief Accounting Officer1.6yrsVeri yokVeri yok
Ngoni Murandu
Chief Information Officer1.6yrsVeri yokVeri yok
Michael Pasquarello
Senior Vice President of Investor Relationsno dataVeri yokVeri yok
Fory Musser
Senior Vice President of Development1.6yrsVeri yokVeri yok
Leah Woodward
MD & Treasurer2.9yrsVeri yokVeri yok
Benjamin Nolan
Senior Vice President of Investor Relations of Venture Global LNGno dataVeri yokVeri yok
1.6yrs
Ortalama Görev Süresi
53yo
Ortalama Yaş

Deneyimli Yönetim: VG 'un yönetim ekibi deneyimli olarak kabul edilmiyor ( 1.6 yıl), bu da yeni bir ekibin varlığını gösteriyor.


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Michael Sabel
Founder2.9yrsUS$39.10m0.048%
$ 15.5m
Robert Pender
Founder & Executive Co-Chairman of the Board2.9yrsUS$12.48m0.048%
$ 15.5m
Jimmy Staton
Independent Director2.9yrsUS$465.00k0.0020%
$ 640.2k
Thomas Reid
Independent Director2.9yrsUS$465.00k0.074%
$ 24.0m
Roderick Christie
Independent Director2.9yrsUS$465.00k0.040%
$ 12.9m
Sari Granat
Independent Director2.9yrsUS$465.00k0.074%
$ 24.0m
Andrew Orekar
Independent Director2.9yrsUS$495.00k0.080%
$ 25.9m
2.9yrs
Ortalama Görev Süresi
62yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: VG 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilmiyor ( 2.9 yıllık ortalama görev süresi), bu da yeni bir yönetim kurulu olduğunu gösteriyor.


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/08/04 12:59
Gün Sonu Hisse Fiyatı2026/08/03 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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 kullanacağınıza dair 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

Venture Global, Inc. 23 Bu analistlerden 12, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Sunaina OcalanBernstein
Robert BrackettBernstein
Jean Ann SalisburyBofA Global Research