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portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$50.6B
210M shares
52-week range
$186.20 – $300.89
51% from low
Sector
NATURAL GAS DISTRIBUTION
Exchange
NYSE
CS
Borrow rate
0.41%
Easy to borrow
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $8.00B | $9.30B | $9.39B | $17.64B | $33.76B | $20.28B | $15.78B | $19.63B |
| Cost of revenue | $5.55B | $7.05B | $6.46B | $12.02B | $22.23B | $12.17B | $10.49B | $13.95B |
| Gross profit | $2.45B | $2.25B | $2.92B | $5.62B | $11.53B | $8.12B | $5.29B | $5.69B |
| Gross margin | 30.6% | 24.1% | 31.1% | 31.9% | 34.2% | 40.0% | 33.5% | 29.0% |
| R&D | $7.0M | $9.0M | $6.0M | $7.0M | $16.0M | $0 | $0 | $0 |
| Operating income | $2.15B | $1.93B | $2.62B | $5.29B | $11.10B | $7.64B | $4.85B | $5.30B |
| EBITDA | $2.55B | $3.29B | $3.29B | $564.0M | $6.23B | $17.54B | $8.20B | $11.18B |
| Net income | $471.0M | $648.0M | −$85.0M | −$2.34B | $1.43B | $9.88B | $3.25B | $5.33B |
| Net margin | 5.9% | 7.0% | -0.9% | -13.3% | 4.2% | 48.7% | 20.6% | 27.1% |
| EPS (diluted) | 1.90 | 2.51 | -0.34 | -9.25 | 5.64 | 40.73 | 14.20 | 24.13 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $22.3B | $-1.00 | $-1.20–$-0.90 | 5 |
| 2027 | $23.9B | $16.21 | $14.05–$20.10 | 9 |
| 2028 | $24.4B | $15.03 | $10.72–$19.49 | 11 |
| 2029 | $25.1B | $14.33 | $12.87–$15.66 | 4 |
Forward consensus · source: Financial Modeling Prep
Cheniere Energy is a liquified natural gas, or LNG, producer with two facilities in Corpus Christi, Texas and Sabine Pass, Louisiana. It generates most of its revenue through long-term contracts with customers on a fixed and variable fee payout structure. It also generates revenue by selling uncontracted LNG to customers on a short or one-time basis. A subsidiary, Cheniere Energy Partners, owns the Sabine Pass facility and trades as a master limited partnership.
www.cheniere.comNo one on the platform currently holds LNG.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 314,248 | $89.2M |
| Bridgewater Associatesas of 2026-03-31 | 186,373 | $52.9M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-05-11 | $0.5550 | 2026-05-19 |
| 2026-02-06 | $0.5550 | 2026-02-27 |
| 2025-11-07 | $0.5550 | 2025-11-18 |
| 2025-08-08 | $0.5000 | 2025-08-18 |
| 2025-05-09 | $0.5000 | 2025-05-19 |
| 2025-02-07 | $0.5000 | 2025-02-21 |
| 2024-11-08 | $0.5000 | 2024-11-18 |
| 2024-08-09 | $0.4350 | 2024-08-16 |
| 2024-05-09 | $0.4350 | 2024-05-17 |
| 2024-02-05 | $0.4350 | 2024-02-23 |
No one on the platform has traded LNG yet.
| $50.8B |
| — |
| IMOImperial Oil Limited | $113.25 | +0.01% | $56.3B | — |
| KMIKinder Morgan, Inc. | $32.27 | -2.77% | $71.8B | — |
Source: Financial Modeling Prep · peers by sector/industry
| 2023-11-08 |
| $0.4350 |
| 2023-11-17 |
| 2023-08-08 | $0.3950 | 2023-08-16 |
| Execution date | Ratio |
|---|---|
| 2005-04-25 | 2-for-1 |
@Woodmont VG's P/E of 12 for an infrastructure company expanding at this speed is dirt cheap. However, the market is discounting the stock due to its heavy debt. Buy $LNG if you are looking for defensive safety, absolute predictability, and a stock that big pension funds buy because it won't give them surprises. You are paying a $$$ high price for peace of mind. Buy Venture Global (VG) if you are seeking deep value and asymmetric upside. IMO, medium risk and HIGH REWARD..
View on StockTwits ↗MarineTraffic: 108 verified crossings were recorded b/n 26-28 June, covering container, tanker, LNG-linked, bulk & service vessel movements. Activity was strongest on 26 June, before easing over the following 2 days (29 crossing on the 27 June & 15 crossing on 28 June) Routing remained divided. 39 crossings used the Omani Route, 37 followed the Iranian Route, 23 were classified as Dark or Unknown, & 9 used the IMO Route. The split suggests operators are still assessing risk cautiously rather than returning to pre-crisis traffic patterns On 26 & 27 June, the US CENTCOM forces conducted strikes against multiple targets in Iran, in response to attacks on 2 vessels near the Strait of Hormuz US & Iran have agreed to a temporary freeze on kinetic hostilities in the Persian Gulf $USO $BWET $LNG $VG $XLE
View on StockTwits ↗$NEXT $LNG $VG https://www.adn.com/politics/2026/06/25/leak-of-secret-document-analyzing-alaska-lng-deal-worries-project-official/
View on StockTwits ↗$VG Cheniere ($LNG) is the only other relevant pure-play LNG exporter in the US besides VG, so it is the easiest comparison to illustrate how undervalued VG currently is. Cheniere has a market cap of $50B. They reported their Q1 2026 earnings and guided for ~$7.5B in FY 2026 earnings. Venture Global has a market cap of $32B. They guided for ~$8.3B in FY 2026 earnings. Wait, what? VG is expecting to make almost $1B in profit more in FY 2026 than Cheniere--despite having a market cap under 2/3 the size. VG is going to grow production capacity by over 100% over the next 4-5 years, while Cheniere is targeting 50% production growth over that timeframe. The only thing going against VG is that they have $10B more in debt than Cheniere--but that's the price you have to pay for aggressive growth in this industry. Given Cheniere's valuation, and VG's trailing PE ratio of 12, the stock should already be at least $20 in my opinion.
View on StockTwits ↗Will Energy Stocks Go Up? The 2026 Oil & Gas Forecast $XOM $CVX $COP $LNG $XLE https://truthsandnews.com/investing/will-energy-and-oil-stocks-go-up-energy-stocks-forecast-2026
View on StockTwits ↗$LNG having found footing in the monthly bullish imbalance, we have 302 as a liquidity draw.
View on StockTwits ↗@SeanBanan wt f cares.. $VG has 84% SPA commitments already!!! at much better margins than $LNG
View on StockTwits ↗$VG up 3.04 percent compared to $LNG 1.84 gain on the day over great day for LNG PRICES but Vg did outperform $LNG are we seeing a new leader in the industry? Only time will tell! Go bulls
View on StockTwits ↗$VG $LNG up $NEXT zero sales up Vg tard traders need to f off.. pronto!!
View on StockTwits ↗$SPX $USO $LNG "Elect a clown and expect a circus" https://oilprice.com/Energy/Crude-Oil/Saudi-Arabias-Decided-Who-Its-Future-Superpower-Partner-Is-And-Its-Not-Ameri.html
View on StockTwits ↗$LNG Added more. I like this $230 level. Will look to add on further weakness.
View on StockTwits ↗$NFE @FinanceCorp or this get acquired by a whale like $CVX or $XOM or even $LNG
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Trading at 17.8× earnings vs its 10.9× historical median P/E.
Fair value ≈ $148.54 · price $243.97 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.