Cheniere Energy
About: 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.
Employees: 1,714
0
Funds holding %
of 7,433 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
114% more call options, than puts
Call options by funds: $918M | Put options by funds: $430M
53% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 88
31% more repeat investments, than reductions
Existing positions increased: 511 | Existing positions reduced: 389
5% more capital invested
Capital invested by funds: $45.2B [Q1] → $47.7B (+$2.45B) [Q2]
2% more funds holding
Funds holding: 1,166 [Q1] → 1,193 (+27) [Q2]
0.96% more ownership
Funds ownership: 87.35% [Q1] → 88.31% (+0.96%) [Q2]
12% less funds holding in top 10
Funds holding in top 10: 50 [Q1] → 44 (-6) [Q2]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$261
8%
upside
Avg. target
$273
13%
upside
High target
$288
19%
upside
5 analyst ratings
5 positive
100%
0 neutral
0%
0 negative
0%
Wells Fargo Michael Blum | 18%upside $284 | Overweight Maintained | 12 Aug 2025 |
Scotiabank Brandon Bingham | 8%upside $261 | Sector Outperform Maintained | 15 Jul 2025 |
Barclays Theresa Chen | 8%upside $262 | Overweight Maintained | 15 Jul 2025 |
Jefferies Sam Burwell | 19%upside $288 | Buy Maintained | 26 Jun 2025 |
B of A Securities Jean Ann Salisbury | 12%upside $271 | Buy Maintained | 25 Jun 2025 |
Financial journalist opinion
Based on 25 articles about LNG published over the past 30 days
Positive
Seeking Alpha
8 hours ago
Cheniere Energy: Strong Performance, Solid Liquidity, And Market Opportunity To Support Its Valuation
Cheniere Energy is well-positioned for future growth, driven by rising global LNG demand, data center expansion, and energy security concerns. Strong revenue growth, stable margins, and robust liquidity support ongoing capacity expansion and dividend payouts, justifying the recent price surge. Valuation remains reasonable with some upside potential, despite technicals showing consolidation and a more neutral short-term sentiment.
Positive
24/7 Wall Street
5 days ago
Top 4 Energy Stocks Set to Soar With U.S.-EU Trade Pact
Key Points in This Article: The U.S.
Positive
24/7 Wall Street
1 week ago
5 Strong Buy Natural Gas Dividend Stocks to Play Massive AI Data Center Demand
The AI boom is driving a massive increase in electricity demand, particularly from data centers, which is expected to significantly increase natural gas consumption in the United States in the coming years.
Positive
Seeking Alpha
1 week ago
Cheniere Energy: Best LNG Stock Should Warrant A Premium Valuation
Cheniere Energy, as the US LNG export leader, deserves a premium valuation of 11x-12x EV/EBITDA, implying a $270 fair value per share. Strong long-term take-or-pay contracts provide earnings visibility, while ongoing expansions and shareholder returns enhance growth prospects and stability. The company maintains a solid financial position with manageable debt, supported by reliable cash flows and recent favorable refinancing activities.
Positive
Zacks Investment Research
1 week ago
Cheniere Energy Q2 Earnings Beat Estimates, Revenues Up Y/Y
LNG expects full-year 2025 EBITDA of $6.6 billion to $7 billion and distributable cash flow of $4.4 billion to $4.8 billion.
Neutral
Business Wire
1 week ago
Cheniere Highlights Success Through Teamwork in 2024 Corporate Responsibility Report
HOUSTON--(BUSINESS WIRE)--Cheniere Highlights Success Through Teamwork in 2024 Corporate Responsibility Report.
Positive
Zacks Investment Research
2 weeks ago
Cheniere Energy Lands New LNG Supply Deal With JERA Starting 2029
LNG signs long-term deal with JERA for supplying 1 mtpa of liquefied natural gas from 2029 to 2050, tied to Henry Hub prices.
Positive
MarketBeat
2 weeks ago
Now Is a Great Time to Buy Cheniere Energy: New High Expected
August and Q3 2025 are great times to buy Cheniere Energy NYSE: LNG. The Q2 results and outlook affirmed the bullish forecasts that have been driving the price action all year.
Neutral
Zacks Investment Research
2 weeks ago
Cheniere Energy (LNG) Reports Q2 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for Cheniere Energy (LNG) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Neutral
Seeking Alpha
2 weeks ago
Cheniere Energy, Inc. (LNG) Q2 2025 Earnings Call Transcript
Cheniere Energy, Inc. (NYSE:LNG ) Q2 2025 Earnings Conference Call August 7, 2025 11:00 AM ET Company Participants Anatol Feygin - Executive VP & Chief Commercial Officer Jack A. Fusco - President, CEO & Director Randy Bhatia - Vice President of Investor Relations Zach Davis - Executive VP & CFO Conference Call Participants Alexander Bidwell - Unidentified Company Burke Charles Sansiviero - Wolfe Research, LLC Jeremy Bryan Tonet - JPMorgan Chase & Co, Research Division John Ross Mackay - Goldman Sachs Group, Inc., Research Division Robert Mosca - Mizuho Securities USA LLC, Research Division Spiro Michael Dounis - Citigroup Inc., Research Division Theresa Chen - Barclays Bank PLC, Research Division Operator Good day, and welcome to the Second Quarter 2025 Cheniere Energy Earnings Call and Webcast.
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