The Goldman Sachs Group Increases Cheniere Energy (NYSE:LNG) Price Target to $312.00

Cheniere Energy (NYSE:LNG) had its price target increased by The Goldman Sachs Group from $276.00 to $312.00 in a research note issued to investors on Tuesday,Benzinga reports. The firm presently has a “buy” rating on the energy company’s stock. The Goldman Sachs Group’s price objective would suggest a potential upside of 9.69% from the stock’s current price.

Other analysts have also issued research reports about the company. Morgan Stanley raised Cheniere Energy from an “equal weight” rating to an “overweight” rating and lifted their price objective for the stock from $236.00 to $313.00 in a report on Monday. Wells Fargo & Company decreased their price target on shares of Cheniere Energy from $280.00 to $271.00 and set an “overweight” rating on the stock in a research note on Friday, March 13th. TD Cowen boosted their price target on shares of Cheniere Energy from $250.00 to $255.00 and gave the company a “buy” rating in a report on Friday, February 27th. BMO Capital Markets increased their price objective on shares of Cheniere Energy from $265.00 to $306.00 and gave the company an “outperform” rating in a research note on Monday. Finally, Wolfe Research set a $220.00 price objective on shares of Cheniere Energy and gave the stock an “outperform” rating in a report on Wednesday, January 14th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, Cheniere Energy has a consensus rating of “Moderate Buy” and a consensus price target of $277.71.

Cheniere Energy Stock Down 3.4%

NYSE LNG opened at $284.44 on Tuesday. Cheniere Energy has a twelve month low of $186.20 and a twelve month high of $299.49. The stock has a market cap of $59.79 billion, a PE ratio of 11.71 and a beta of 0.25. The firm has a 50-day simple moving average of $231.53 and a 200 day simple moving average of $219.34. The company has a debt-to-equity ratio of 1.74, a quick ratio of 0.81 and a current ratio of 0.94.

Cheniere Energy (NYSE:LNG) last issued its quarterly earnings results on Wednesday, February 25th. The energy company reported $10.68 earnings per share (EPS) for the quarter, beating the consensus estimate 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 return on equity of 32.04% and a net margin of 26.68%.The company’s quarterly revenue was up 22.9% compared to the same quarter last year. During the same period in the previous year, the company posted $4.33 earnings per share. On average, research analysts forecast that Cheniere Energy will post 11.69 EPS for the current year.

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

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the stock. Vanguard Group Inc. lifted its holdings in shares of Cheniere Energy by 2.0% during the fourth quarter. Vanguard Group Inc. now owns 21,219,557 shares of the energy company’s stock valued at $4,124,870,000 after acquiring an additional 414,022 shares during the period. State Street Corp grew its holdings in shares of Cheniere Energy by 2.8% in the 4th quarter. State Street Corp now owns 6,174,695 shares of the energy company’s stock worth $1,200,299,000 after purchasing an additional 167,622 shares during the last quarter. Norges Bank bought a new stake in shares of Cheniere Energy in the 2nd quarter worth about $957,425,000. Victory Capital Management Inc. increased its position in shares of Cheniere Energy by 12.5% during the 4th quarter. Victory Capital Management Inc. now owns 2,279,078 shares of the energy company’s stock worth $443,031,000 after purchasing an additional 253,469 shares in the last quarter. Finally, Dimensional Fund Advisors LP increased its position in shares of Cheniere Energy by 6.3% during the 4th quarter. Dimensional Fund Advisors LP now owns 2,263,826 shares of the energy company’s stock worth $440,047,000 after purchasing an additional 134,695 shares in the last quarter. 87.26% of the stock is currently owned by institutional investors and hedge funds.

Cheniere Energy News Summary

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

• Positive Sentiment: Management says Cheniere is already operating at maximum capacity and is seeing increased calls from Asia, underlining tight market fundamentals and near‑term pricing power. Cheniere already operating at maximum capacity, CEO says – Reuters
• Positive Sentiment: Cheniere is pushing to bring the next Corpus Christi LNG train online this week, which would increase export volumes and near‑term revenue visibility. Cheniere pushes to get next Corpus Christi LNG train online this week – BizJournals
• Positive Sentiment: Global supply disruption (Qatar declared force majeure) and geopolitical risk tied to the Iran conflict are tightening LNG markets — a tailwind for Cheniere’s margins and cash flows. Gas-related stocks rise as supplies tighten; QatarEnergy declares force majeure – Seeking Alpha
• Positive Sentiment: Multiple firms and strategists are bullish: Goldman Sachs highlights LNG producers as beneficiaries of prolonged disruption, Goldman raised coverage/targets, Wells Fargo is constructive with a higher price target, and Morgan Stanley upgraded the stock — reinforcing analyst support. These 3 LNG Stocks Still Have Room to Rise, Says Goldman Sachs – Investopedia
• Neutral Sentiment: US Capital Advisors issued mixed estimate changes — they lifted full‑year and later‑year EPS forecasts but trimmed some near‑term quarterly estimates, creating mixed signals for short‑term earnings expectations. Cheniere analyst estimate updates – MarketBeat
• Negative Sentiment: Short interest rose ~24% in March, increasing the potential for downward pressure or volatility from additional short selling and accelerated profit‑taking. (internal short‑interest report)
• Negative Sentiment: Executives and industry coverage note a risk that sustained high LNG prices could push customers to accelerate fuel diversification, which would be a longer‑term negative for demand. The Iran War Has Boosted LNG Profits. Here’s What’s Worrying Executives. – Barron’s

Cheniere Energy Company Profile

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.