Cheniere Energy (NYSE:LNG) Stock Rating Upgraded by Morgan Stanley

Cheniere Energy (NYSE:LNG) was upgraded by equities researchers at Morgan Stanley from an “equal weight” rating to an “overweight” rating in a report released on Monday, MarketBeat Ratings reports. The brokerage currently has a $313.00 target price on the energy company’s stock, up from their prior target price of $236.00. Morgan Stanley’s target price points to a potential upside of 6.39% from the company’s current price.

Several other analysts have also recently commented on LNG. Bank of America increased their price target on shares of Cheniere Energy from $296.00 to $322.00 and gave the company a “buy” rating in a research note on Friday, March 20th. Royal Bank Of Canada reduced their price objective on Cheniere Energy from $282.00 to $271.00 and set an “outperform” rating on the stock in a report on Wednesday, January 28th. Wolfe Research set a $220.00 price objective on Cheniere Energy and gave the company an “outperform” rating in a research report on Wednesday, January 14th. UBS Group lifted their target price on Cheniere Energy from $277.00 to $301.00 and gave the company a “buy” rating in a research note on Tuesday, March 3rd. Finally, Wells Fargo & Company dropped their target price on Cheniere Energy from $280.00 to $271.00 and set an “overweight” rating for the company in a research report on Friday, March 13th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Cheniere Energy presently has a consensus rating of “Moderate Buy” and an average target price of $277.71.

Cheniere Energy Stock Performance

Cheniere Energy stock opened at $294.19 on Monday. The stock has a 50-day simple moving average of $229.83 and a 200 day simple moving average of $218.88. The company has a quick ratio of 0.81, a current ratio of 0.94 and a debt-to-equity ratio of 1.74. Cheniere Energy has a 12-month low of $186.20 and a 12-month high of $299.49. The stock has a market capitalization of $61.84 billion, a price-to-earnings ratio of 12.11 and a beta of 0.25.

Cheniere Energy (NYSE:LNG) last issued its quarterly earnings data on Wednesday, February 25th. The energy company reported $10.68 EPS for the quarter, topping analysts’ consensus estimates of $3.90 by $6.78. The firm had revenue of $5.45 billion for the quarter, compared to analyst estimates of $5.48 billion. Cheniere Energy had a net margin of 26.68% and a return on equity of 32.04%. The company’s revenue was up 22.9% on a year-over-year basis. During the same quarter in the prior year, the firm earned $4.33 EPS. On average, research analysts anticipate that Cheniere Energy will post 11.69 earnings per share for the current fiscal year.

Cheniere Energy announced that its Board of Directors has approved a stock repurchase plan on Thursday, February 26th that allows the company to buyback $10.00 billion in shares. This buyback authorization allows the energy company to reacquire up to 21.1% of its stock through open market purchases. Stock buyback plans are generally a sign that the company’s board believes its stock is undervalued.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in LNG. Brighton Jones LLC acquired a new position in Cheniere Energy in the fourth quarter valued at about $335,000. MAI Capital Management grew its position in shares of Cheniere Energy by 5.7% during the 2nd quarter. MAI Capital Management now owns 4,786 shares of the energy company’s stock worth $1,165,000 after buying an additional 256 shares during the period. Charles Schwab Investment Management Inc. increased its stake in shares of Cheniere Energy by 2.5% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 1,082,872 shares of the energy company’s stock valued at $263,701,000 after acquiring an additional 26,806 shares during the last quarter. Cynosure Group LLC increased its stake in shares of Cheniere Energy by 11.4% in the 2nd quarter. Cynosure Group LLC now owns 1,721 shares of the energy company’s stock valued at $419,000 after acquiring an additional 176 shares during the last quarter. Finally, Titleist Asset Management LLC raised its position in shares of Cheniere Energy by 1.5% in the 2nd quarter. Titleist Asset Management LLC now owns 3,309 shares of the energy company’s stock valued at $806,000 after acquiring an additional 50 shares during the period. 87.26% of the stock is currently owned by institutional investors.

More Cheniere Energy News

Here are the key news stories impacting Cheniere Energy this week:

• Positive Sentiment: Morgan Stanley upgraded Cheniere from “equal weight” to “overweight” and set a $313 price target, signaling a stronger buy case from a major shop. Morgan Stanley upgrade
• Positive Sentiment: Goldman Sachs raised its price target to $312 and kept a “buy” rating, providing additional analyst support for upside. Goldman Sachs price target raise
• Positive Sentiment: BMO Capital Markets lifted its target to $306 and kept an “outperform” call, adding to consensus positive revisions. BMO price target raise
• Positive Sentiment: Global LNG supply concerns rose after reports that QatarEnergy declared force majeure on some LNG contracts and broader supply disruptions, a factor that supports higher prices and stronger cash flow for exporters like Cheniere. Supply shock / force majeure
• Positive Sentiment: Cheniere leadership highlighted at CERAWeek that Middle East tensions underscore the need for diversified energy supplies — a narrative that supports long-term demand for U.S. LNG exports. CERAWeek remarks
• Positive Sentiment: Media and TV commentators (e.g., Jim Cramer) continue to portray Cheniere as an attractively valued, clean play on LNG, supporting retail interest. Jim Cramer commentary
• Neutral Sentiment: Broader analyst and sector write-ups (Zacks, sector coverage) highlight Cheniere among U.S. LNG exporters benefiting from price strength; useful context but largely reiterates the supply-demand thesis. Zacks coverage
• Negative Sentiment: Short interest rose ~24% in March to ~4.55M shares (≈2.2% of float), which could add volatility and suggests some investors are betting on a pullback. (Short-interest ratio ~1.2 days.)
• Negative Sentiment: US Capital Advisors trimmed near-term EPS estimates (Q1 and Q2 2026 cuts), signaling some analyst caution on near-term earnings, which could temper upside if realized. Analyst estimate revisions

About Cheniere Energy

Cheniere Energy, Inc is a U.S.-based energy company that develops, owns and operates liquefied natural gas (LNG) infrastructure and markets LNG to global customers. The company’s core activities include natural gas liquefaction, long‑term and short‑term LNG sales and marketing, and the associated midstream services required to move gas from production basins to international markets. Cheniere focuses on converting domestic natural gas into LNG for export, providing a bridge between North American supply and overseas demand.

Cheniere’s principal operating assets are large-scale LNG export terminals located on the U.S.