Analysts Issue Forecasts for Cheniere Energy FY2026 Earnings

Key Points

• FY2026 earnings forecast trails consensus: US Capital Advisors expects Cheniere Energy to earn $16.91 per share in FY2026, below the current analyst consensus of $20.86. The firm projects EPS of $17.88 in FY2027 and $13.89 in FY2028.
• Recent results beat expectations: Cheniere reported quarterly EPS of $5.65 versus the $4.28 consensus, while revenue of $6.17 billion exceeded estimates of $5.41 billion.
• Analyst sentiment remains favorable: The stock has a consensus “Moderate Buy” rating and an average price target of $310.65, with 87.26% of shares held by institutional investors and hedge funds.

Cheniere Energy, Inc. (NYSE:LNG - Free Report) - Research analysts at US Capital Advisors issued their FY2026 earnings per share estimates for shares of Cheniere Energy in a report released on Tuesday, October 27th. US Capital Advisors analyst J. Carreker expects that the energy company will earn $16.91 per share for the year. The consensus estimate for Cheniere Energy's current full-year earnings is $20.86 per share. US Capital Advisors also issued estimates for Cheniere Energy's Q1 2027 earnings at $4.81 EPS, Q2 2027 earnings at $4.31 EPS, Q3 2027 earnings at $4.07 EPS, Q4 2027 earnings at $4.69 EPS, FY2027 earnings at $17.88 EPS and FY2028 earnings at $13.89 EPS.

A number of other equities analysts have also recently issued reports on LNG. Morgan Stanley restated an "overweight" rating and set a $310.00 price target on shares of Cheniere Energy in a report on Friday, August 7th. TD Cowen reiterated a "buy" rating on shares of Cheniere Energy in a research note on Friday, October 16th. Zacks Research downgraded shares of Cheniere Energy from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, August 11th. Jefferies Financial Group reiterated a "buy" rating and set a $336.00 target price on shares of Cheniere Energy in a research report on Saturday, October 10th. Finally, Wall Street Zen raised shares of Cheniere Energy from a "sell" rating to a "hold" rating in a research note on Saturday, July 25th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $310.65.

Cheniere Energy Price Performance

Shares of LNG opened at $297.28 on Thursday. Cheniere Energy has a 52-week low of $186.20 and a 52-week high of $304.73. The company has a debt-to-equity ratio of 1.97, a quick ratio of 0.72 and a current ratio of 0.87. The business's 50 day moving average price is $280.16 and its two-hundred day moving average price is $254.38. The firm has a market cap of $61.40 billion, a PE ratio of 22.14, a price-to-earnings-growth ratio of 1.19 and a beta of 0.06.

Cheniere Energy (NYSE:LNG - Get Free Report) last released its earnings results on Wednesday, October 28th. The energy company reported $5.65 EPS for the quarter, topping the consensus estimate of $4.28 by $1.37. The business had revenue of $6.17 billion during the quarter, compared to analysts' expectations of $5.41 billion. Cheniere Energy had a return on equity of 29.80% and a net margin of 13.57%.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in the company. First Horizon Corp grew its stake in Cheniere Energy by 7.7% in the 1st quarter. First Horizon Corp now owns 517 shares of the energy company's stock valued at $147,000 after purchasing an additional 37 shares during the period. Childress Capital Advisors LLC increased its holdings in Cheniere Energy by 0.7% during the third quarter. Childress Capital Advisors LLC now owns 5,371 shares of the energy company's stock worth $1,445,000 after buying an additional 38 shares during the last quarter. Financial Management Professionals Inc. increased its holdings in Cheniere Energy by 13.3% during the third quarter. Financial Management Professionals Inc. now owns 340 shares of the energy company's stock worth $92,000 after buying an additional 40 shares during the last quarter. Eagle Strategies LLC raised its position in Cheniere Energy by 4.0% in the third quarter. Eagle Strategies LLC now owns 1,083 shares of the energy company's stock worth $291,000 after acquiring an additional 42 shares during the period. Finally, Titleist Asset Management LLC raised its position in Cheniere Energy by 1.6% in the third quarter. Titleist Asset Management LLC now owns 2,867 shares of the energy company's stock worth $771,000 after acquiring an additional 45 shares during the period. 87.26% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Cheniere Energy

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

• Positive Sentiment: Strong quarterly results: Cheniere reported $5.65 in quarterly EPS, well above the $4.28 analyst consensus, while revenue of $6.17 billion exceeded the $5.41 billion estimate. Net income also rose, aided by robust LNG demand. Cheniere reports rise in third-quarter net income
• Positive Sentiment: Higher earnings forecasts: US Capital Advisors raised its 2027 EPS forecast to $17.88 from $15.85 and increased estimates for each quarter of 2027. Its FY2028 estimate also rose to $13.89 from $12.63, signaling improved expectations for Cheniere’s future profitability.
• Positive Sentiment: Favorable LNG demand backdrop: QatarEnergy’s reported agreement to source up to 4 million tonnes per year of U.S. LNG, along with Woodside’s 20-year Louisiana LNG supply deal with QatarEnergy, highlights strong long-term demand for U.S. exports and supports the broader industry outlook. Australia's Woodside to supply QatarEnergy with Louisiana LNG in 20-year deal
• Neutral Sentiment: Stock valuation and momentum: LNG opened at $297.28, above its 50-day moving average of $280.16 and 200-day average of $254.38, and remains close to its one-year high of $304.73. The momentum is favorable, though the stock may be more sensitive to profit-taking after its recent advance.
• Negative Sentiment: Longer-term earnings caution: US Capital Advisors projects FY2026 EPS of $16.91 and FY2028 EPS of $13.89, both below Cheniere’s current-year consensus estimate of $20.86, suggesting earnings could moderate after the current period.

About Cheniere Energy

Cheniere Energy, Inc is an energy infrastructure company engaged primarily in the production and export of liquefied natural gas (LNG). The company purchases natural gas, processes it through liquefaction facilities, and delivers LNG to customers in international energy markets. Its operations also include natural gas procurement, transportation, storage, and LNG marketing.

Cheniere operates the Sabine Pass LNG facility in Cameron Parish, Louisiana, and the Corpus Christi LNG facility near Corpus Christi, Texas.

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