VG
Venture Global, Inc.
About: Venture Global operates two liquefied natural gas production facilities in Louisiana. It has pioneered the use of modular, factory-built equipment producing high yields. With a substantial development plan, it seeks to become a vertically integrated LNG producer and supplier to end consumers around the world.
Employees: 1,500
0
Funds holding %
of 7,433 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
67% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 45
48% more capital invested
Capital invested by funds: $4.61B [Q1] → $6.82B (+$2.21B) [Q2]
20% more funds holding
Funds holding: 140 [Q1] → 168 (+28) [Q2]
4.55% less ownership
Funds ownership: 101.54% [Q1] → 96.99% (-4.55%) [Q2]
30% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 50
33% less funds holding in top 10
Funds holding in top 10: 3 [Q1] → 2 (-1) [Q2]
48% less call options, than puts
Call options by funds: $77.1M | Put options by funds: $149M
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$14
9%
upside
Avg. target
$17.25
34%
upside
High target
$20
55%
upside
6 analyst ratings
4 positive
67%
2 neutral
33%
0 negative
0%
UBS Manav Gupta | 40%upside $18 | Buy Upgraded | 25 Aug 2025 |
Wells Fargo Michael Blum | 9%upside $14 | Equal-Weight Maintained | 14 Aug 2025 |
JP Morgan Jeremy Tonet | 32%upside $17 | Overweight Maintained | 24 Jul 2025 |
Scotiabank Brandon Bingham | 24%upside $16 | Sector Perform Maintained | 15 Jul 2025 |
B of A Securities Jean Ann Salisbury | 44%upside $18.50 | Buy Maintained | 25 Jun 2025 |
Financial journalist opinion
Based on 20 articles about VG published over the past 30 days
Neutral
Seeking Alpha
6 days ago
Venture Global's Poor Performance Ignores The Growth
Venture Global has significantly underperformed the market since its IPO, now valued at $30 billion. Despite recent declines, the company operates in the crucial and rapidly expanding LNG sector. Global LNG demand and volumes are rising, positioning Venture Global for future growth.
Neutral
GlobeNewsWire
1 week ago
VENTURE GLOBAL ALERT: Bragar Eagel & Squire, P.C. is Investigating Venture Global, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
NEW YORK, Aug. 14, 2025 (GLOBE NEWSWIRE) -- Bragar Eagel & Squire, P.C., a nationally recognized shareholder rights law firm, is investigating potential claims against Venture Global, Inc. (NYSE:VG) on behalf of long-term stockholders following a class action complaint that was filed against Venture Global on February 17, 2025 with a Class Period pursuant and/or traceable to Venture's registration statement for the initial public offering held on or about January 24, 2025. Our investigation concerns whether the board of directors of Venture Global have breached their fiduciary duties to the company.
Positive
Seeking Alpha
1 week ago
Venture Global: Cleared For Growth As Arbitration Affirms Business Model
Venture Global delivered strong Q2 results, ramping up LNG production, securing financing, and expanding capacity, despite external pressures and arbitration concerns. A favorable arbitration outcome with Shell reduces financial risk and validates VG's modular construction and commissioning cargo strategy, boosting confidence in future legal cases. VG's project execution and unique financing approach enable rapid debt paydown and capacity growth, positioning it to rival Cheniere as North America's top LNG exporter.
Neutral
Zacks Investment Research
1 week ago
Venture Global Q2 Earnings Miss Estimates, Revenues Rise Y/Y
VG Q2 earnings and revenues rise year over year due to surging LNG sales from its Plaquemines project.
Positive
The Motley Fool
1 week ago
Why Venture Global Rallied Today
Shares of Venture Global (VG 12.85%) rallied 9.8% on Wednesday as of 1:55 p.m. ET. The liquefied natural gas export company, which is building several export terminals on the U.S. Gulf Coast, reported its second-quarter earnings last night.
Negative
Seeking Alpha
1 week ago
Hot Demand, Cold Reality: The LNG Balancing Act At Venture Global
I rate Venture Global a 'Hold' due to strong LNG market growth offset by cyclical risks, overinvestment, and declining profitability metrics. Deregulation and global demand support revenue growth, but intense competition and potential overproduction threaten future pricing and margins. Profitability, ROIC, and free cash flow have deteriorated, while heavy debt and aggressive growth assumptions leave no room for execution missteps.
Positive
Barrons
1 week ago
Venture Global Scored a Win Over Shell. The Stock Gets a Bump.
The fast-growing exporter of liquefied natural gas priased the international ruling, which involved selling on the spot market.
Positive
Reuters
1 week ago
Venture Global LNG expects to win remaining arbitration cases against major energy companies
Liquefied natural gas producer Venture Global expects to win its remaining arbitration cases against major energy companies following its victory against Shell , CEO Mike Sabel said on Wednesday.
Neutral
Seeking Alpha
1 week ago
Venture Global: Huge Growth Not Fully Priced In, However, With Some Important Risks
Venture Global's rapid LNG export growth is not priced in, offering a 30% upside to a $16 fair value despite current risks. The company is poised to surpass Cheniere as the largest US LNG exporter, with three major projects driving capacity expansion. Litigation over delayed operations and execution risks warrants a valuation discount, but recent long-term contracts show continued customer interest.
Neutral
Business Wire
1 week ago
Venture Global Statement on Shell Arbitration Decision
ARLINGTON, Va.--(BUSINESS WIRE)--Venture Global Statement on Shell Arbitration Decision.
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