Venture Global Inc

VG

Market cap $28.5B

SNX and three peers stand out as undervalued PEG plays, combining low valuations with solid earnings growth potential amid volatile markets.

VG shares rally 47% in the past year as LNG projects ramp, vertical integration grows and $134B in long-term contracts support cash flow.

ARLINGTON, Va.--(BUSINESS WIRE)--Venture Global, Inc. Announces Timing of First Quarter 2026 Earnings Release and Conference Call.

Venture Global, Inc. targets major LNG export growth, aiming for 81 MTPA capacity by 2030, with 49 MTPA already contracted long-term. I raise VG stock's fair value to $20/share, citing robust long-term contracts, $134B backlog, and expected EBITDA acceleration post-2027. Short-term turbulence is likely for VG shares—2026 and 2027 are projected as soft years due to fewer high-margin spot cargoes and ongoing legal risks.

ARLINGTON, Va.--(BUSINESS WIRE)--Venture Global announced that its subsidiary Calcasieu Pass Funding entered into a $1,750,000,000 senior secured, term loan B credit facility.

The U.S. conflict with Iran hasn't only caused a disruption for oil passing through the Strait of Hormuz, but it has also putting pressure on liquefied natural gas (LNG) supplies.

VG scales LNG exports with increasing cargoes, long-term SPAs and expanding capacity, strengthening its growth outlook and cash flow visibility.

VG rides on surging LNG demand, with 69% of expected 2026 cargoes contracted and expanding capacity that boosts long-term growth visibility.

With oil prices surging past $117 a barrel and the Strait of Hormuz in the crosshairs, President Trump issued a stark warning yesterday, vowing that without a deal by his Tuesday deadline, Iran would lose its power plants and bridges in a four-hour operation that sends the country back “to the Stone Ages.

With the energy industry likely to experience continued supply disruptions as the Iran in war continues, investors who are comfortable facing some turbulence may find opportunities in the space. Specifically, the liquefied natural gas (LNG) market is heavily impacted by the closure of the Strait of Hormuz—exports from Qatar and the UAE represent roughly one-fifth of the entire global market and slowed to a near standstill over the past month.