Cheniere Energy Surges 5.4%, But Can the Stock Keep Rising?

Cheniere Energy's stock price rose 5.4% to $244.28, backed by strong global LNG demand, the company's leading position in LNG production and export, recent positive financial performance and expansion announcements. Analysts expect quarterly earnings of $2.36 per share, a year-over-year change of -38.5%, and revenues of $4.13 billion, up 27% from the year-ago quarter. The stock carries a Zacks Rank #3 (Hold).

Cheniere Energy Inc. (LNG) stock price rose by 5.4% to $244.28, driven by robust global LNG demand, the company's leading position in LNG production and export, and recent positive financial performance. Analysts expect quarterly earnings of $2.36 per share, a year-over-year change of -38.5%, and revenues of $4.13 billion, up 27% from the year-ago quarter. The stock carries a Zacks Rank #3 (Hold) [3].

Barclays has increased its price target for Cheniere Energy Inc. (LNG) from $253 to $262 while maintaining an Overweight rating on the stock. The firm expresses confidence in the midstream sector's ability to handle fluctuations anticipated in the second quarter and the latter part of 2025 [1]. Based on the consensus recommendation from 24 brokerage firms, Cheniere Energy Inc.'s (LNG) average brokerage recommendation is currently 1.8, indicating an "Outperform" status. The rating scale ranges from 1 to 5, where 1 signifies a Strong Buy, and 5 denotes Sell [1].

Cheniere Energy Inc. (LNG) achieved substantial completion on the first train of the Corpus Christi Stage 3 project ahead of schedule and within budget. The company generated consolidated adjusted EBITDA of approximately $1.9 billion and distributable cash flow of approximately $1.3 billion in the first quarter of 2025 [1]. The company also received a FERC permit on mid-scale Trains 8 and 9, advancing towards an expected FID later this year, and safely produced and exported its 4,000th cargo of LNG, becoming the fastest company to achieve this milestone [1].

The LNG market is characterized by heightened volatility and increasing uncertainty due to geopolitical risks and shifting global trade dynamics. Spot prices for LNG dropped sharply after reaching 15-month highs in early February, impacting market margins. European storage levels are at multi-year lows, creating vulnerability in the region's energy supply [1]. The company faces potential impacts from evolving trade tariffs and policies, which could affect the LNG contracting environment [1]. Cheniere Energy Inc. (LNG) anticipates major maintenance on Trains 3 and 4 at Sabine Pass, which could affect production during the summer [1].

Global upstream deals have fallen sharply this year in all but one category – North American natural gas – as LNG exports expand and power demand soars in the Lower 48 and Western Canada [2]. Natural gas deals, especially in U.S. shale and Canada’s Montney region, are holding up well [2].

Impact Partnership Wealth LLC bought a new stake in shares of Cheniere Energy, Inc. (NYSE:LNG - Free Report) during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 3,034 shares of the energy company's stock, valued at approximately $702,000 [3]. Several other institutional investors have also added to or reduced their stakes in the company [3].

Cheniere Energy Inc. (LNG) recently declared a quarterly dividend, which will be paid on Monday, August 18th. Stockholders of record on Friday, August 8th will be given a dividend of $0.50 per share. The ex-dividend date is Friday, August 8th. This represents a $2.00 annualized dividend and a dividend yield of 0.82% [3].

References:
[1] https://www.gurufocus.com/news/2977170/cheniere-energy-lng-price-target-raised-by-barclays-lng-stock-news
[2] https://naturalgasintel.com/news/natural-gas-ma-deals-sizzle-as-lng-power-demand-heats-up/
[3] https://www.marketbeat.com/instant-alerts/filing-impact-partnership-wealth-llc-acquires-new-shares-in-cheniere-energy-inc-nyselng-2025-07-19/