Cheniere Energy, Inc. (LNG) Stock Price & Analysis
Cheniere Energy, Inc. (LNG) closed at USD 287.01 on Thursday, October 22, 2026, up 0.98% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 284.22; the Oct 22, 2026 session ranged USD 277.63–289.39 on volume of 1,892,799 shares. Market capitalization is $59.28B, with a 52-week range of USD 186.2–300.89 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:47 UTC.
Also available as compact Markdown for AI agents: nexqual.com/LNG.md
Key facts (LNG)
- Last four reported quarters (through Jun 30, 2026): revenue $22.2B, net income $2.92B (13.1% margin), free cash flow $2.79B (SEC filings).
- Valuation: P/E 20.3x (avg 9.1x at the last 3 fiscal year-ends), EV/EBITDA 10.5x, net debt $22.9B.
- Analysts: Buy (mean 1.86 on a 1–5 scale) (22 analysts), mean target USD 313.9 (range 262–340).
- Total return with dividends: 1Y +30.8% vs S&P 500 +14.9%; 5Y +186.6% vs S&P 500 +80.3%.
- Next earnings: 2026-10-29, EPS estimate USD 4.73, revenue estimate $5.37B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (LNG)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $17.5B | $33.4B | $20.4B | $15.7B | $20.0B | $22.2B |
| Operating income | -$701M | $4.56B | $15.5B | $6.13B | $9.11B | $6.42B |
| Net income | -$2.34B | $1.43B | $9.88B | $3.25B | $5.33B | $2.92B |
| EPS (diluted) | -$9.25 | $5.64 | $40.72 | $14.20 | $24.13 | — |
| Free cash flow | $1.50B | $8.69B | $6.30B | $3.16B | $2.46B | $2.79B |
| Operating margin | -4.0% | 13.6% | 75.9% | 39.0% | 45.6% | 28.9% |
| Net margin | -13.4% | 4.3% | 48.5% | 20.7% | 26.7% | 13.1% |
| Revenue growth | +87.3% | +90.7% | -39.0% | -23.0% | +27.2% | — |
| Cash + short-term investments | $1.40B | $1.35B | $4.07B | $2.64B | $1.10B | — |
| Total debt | $29.6B | $24.9B | $23.7B | $22.9B | $22.8B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (LNG)
P/E 20.3x · P/S 2.7x · EV/EBITDA 10.5x · EV/Sales 3.7x · P/FCF 21.2x · P/B 9.6x · FCF yield 4.71% · Earnings yield 4.92% · Dividend yield (paid, TTM) 0.78% · Buyback yield (TTM) 5.31% · Net debt $22.9B · EV $82.2B
P/E at fiscal year-ends: Dec 2025 8.0x, Dec 2024 15.1x, Dec 2023 4.2x.
Analysts (LNG)
Consensus Buy (mean 1.86 on a 1–5 scale), 22 analysts; mean target USD 313.9 (low 262, high 340).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-07 | Barclays | Target raised | Overweight | $279 → $287 |
| 2026-09-10 | Scotiabank | Target raised | Sector Outperform | $290 → $312 |
| 2026-08-24 | RBC Capital | Target raised | Outperform | $300 → $319 |
| 2026-08-11 | TD Cowen | Target raised | Buy | $280 → $290 |
| 2026-08-07 | Barclays | Target raised | Overweight | $274 → $279 |
| 2026-07-24 | JP Morgan | Target raised | Overweight | $327 → $334 |
| 2026-07-16 | TD Cowen | Target raised | Buy | $270 → $280 |
| 2026-07-15 | Barclays | Target raised | Overweight | $271 → $274 |
Total return (dividends reinvested) (LNG)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +30.8% | +186.6% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +30.9% | +23.4% |
| Volatility (annualized) | 28.8% | 30.1% |
| Max drawdown | -24.1% (Mar 2026→May 2026) | -24.4% (Jan 2025→Dec 2025) |
LNG revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| LNG | $5.60B | 97.7% | +26.9% |
| Other | $43.0M | 0.8% | -27.1% |
| Regasification | $34.0M | 0.6% | +0.0% |
| Total revenue | $5.73B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
LNG suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Blackstone Inc. (BX) | “partner interest in CQP in the form of 239.9 million common units, 100% of the general partner interest and 100% of the incentive distribution rights, with the remaining non-controlling limited partner interest held by Blackstone Inc., Brookfield Asset Management Inc. and the public.” |
| Partner | Brookfield Asset Management Ltd. (BAM) | “partner interest in CQP in the form of 239.9 million common units, 100% of the general partner interest and 100% of the incentive distribution rights, with the remaining non-controlling limited partner interest held by Blackstone Inc., Brookfield Asset Management Inc. and the public.” |
| Partner | Bechtel Energy | “Timely and cost-effective completion of the Corpus Christi Stage 3 Project, the CCL Midscale Trains 8 & 9 Project and any potential expansion projects, including the SPL Expansion Project and the CCL Expansion Project, in compliance with agreed specifications is central to our business strategy and is highly dependent on the performance of our EPC partners, including Bechtel, and our other contractors under their …” |
| Partner | CANADIAN NATURAL RESOURCES Ltd (CNQ) | “•In May 2025, Cheniere Marketing entered into an IPM agreement with Canadian Natural Resources Limited to purchase 140,000 MMBtu per day of natural gas at a price based on the Japan Korea Marker, less fixed LNG shipping costs and a fixed liquefaction fee, for a term of approximately 15 years commencing in 2030.” |
Quoted from the company's 10-K filed Feb 26, 2026.
Companies that name LNG in their SEC reports
| Relationship to LNG | Company | Filing | Sentence |
|---|---|---|---|
| partner | Cheniere Energy Partners, L.P. (CQP) | 10-K Feb 26, 2026 | “Cheniere Energy Partners, L.P.” |
LNG customer concentration
In the period ended Jun 30, 2026, a single direct customer accounted for 12% of revenue, per the company's 10-Q filed Aug 6, 2026. The company does not name it.
LNG company outlook (results filed Aug 6, 2026)
- “For the twelve months ended June 30, 2026, Cheniere generated net income of approximately $2.9 billion. • Raising full year 2026 Consolidated Adjusted EBITDA 3 guidance from $7.25 billion - $7.75 billion to $7.90 billion - $8.40 billion and full year 2026 Distributable Cash Flow 3 guidance from $4.75 billion - $5.25 billion to $5.30 billion - $5.80 billion.”
Quoted word-for-word from the SEC 8-K results press release.
LNG analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $4.73 | $3.81 | +23.9% | $5.37B | 4 |
| Next quarter (ends Dec 2026) | $5.66 | $5.15 | +10.0% | $6.03B | 4 |
| Current fiscal year (ends Dec 2026) | $23.13 | $17.93 | +29.0% | $22.65B | 5 |
| Next fiscal year (ends Dec 2027) | $20.72 | $19.74 | +5.0% | $23.40B | 6 |
Key Statistics (as of October 23, 2026 at 09:47 UTC)
| Price | USD 287.01 |
|---|---|
| Change | ▲ 0.98% (up) |
| Previous Close | USD 284.22 |
| Open | USD 285.92 |
| Day Range | USD 277.63 – 289.39 |
| 52-Week Range | USD 186.2 – 300.89 |
| Volume | 1,892,799 shares |
| Market Cap | $59.28B |
| Exchange | NYQ |
Technical Analysis (LNG)
Nexqual's technical model rates LNG "STRONG BUY" based on 5 bullish and 0 bearish signals across 127 daily candles, as of October 23, 2026 at 09:47 UTC.
| Overall Signal | STRONG BUY |
|---|---|
| RSI (14) | 54.48 (neutral) |
| vs SMA50 | Above (USD 277.85) |
| MACD | 3.2 (positive) |
Analyst Ratings (LNG)
Wall Street analysts rate LNG "Buy" based on 22 analysts, with a mean price target of USD 313.9 (range USD 262–340), per Nexqual as of October 23, 2026 at 09:47 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 22 |
| Mean Target | USD 313.9 |
| High Target | USD 340 |
| Low Target | USD 262 |
| Buy / Hold / Sell | 20 / 2 / 0 |
Earnings (LNG)
| Next Earnings Date | 2026-10-29 |
|---|---|
| EPS Estimate | USD 4.73 |
| Revenue Estimate | $5.37B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 3.02 vs est 3.15 ▼ miss |
| 2026-03-31 | USD 9.17 vs est 4.69 ▲ beat |
| 2025-12-31 | USD 2.59 vs est 3.87 ▼ miss |
| 2025-09-30 | USD 2.65 vs est 2.78 ▼ miss |
Source: Nexqual, October 23, 2026 at 09:47 UTC.
Financials & Fundamentals (LNG)
| Total Revenue | $20.92B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +22.70% |
| Gross Margin | +36.85% |
| Operating Margin | +75.00% |
| Profit Margin | +13.94% |
| ROE | +39.12% |
| Debt / Equity | 2.43 |
| Current Ratio | 0.87 |
| Total Cash | $1.12B |
| Total Debt | $27.97B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $2.79B (12.6% of revenue) |
Source: Nexqual, October 23, 2026 at 09:47 UTC.
Financial Health Score (LNG)
Nexqual rates Cheniere Energy, Inc.'s overall financial health "Solid" across five dimensions, as of October 23, 2026 at 09:47 UTC.
| Growth | Strong — Revenue +27% YoY (annual) |
|---|---|
| Profitability | Solid — Gross margin 37% (last 12 months) |
| Balance Sheet | Critical — $1.10B cash and investments vs $24.0B debt (Jun 2026, SEC) |
| Cash Flow | Solid — FCF $2.79B (last 4 quarters to Jun 2026, SEC), 13% margin |
| Efficiency | Strong — ROE 39%, ROA 8.6% |
Ownership (LNG)
| Insider Ownership | +0.63% |
|---|---|
| Institutional Ownership | +91.62% |
| Shares Outstanding | 206.53M |
| Float | 205.09M |
| Short % of Float | +2.30% |
Source: Nexqual, October 23, 2026 at 09:47 UTC.
Leadership (LNG)
Cheniere Energy, Inc. is led by Jack A. Fusco, President, CEO & Chairman, per Nexqual as of October 23, 2026 at 09:47 UTC.
| President, CEO & Chairman | Jack A. Fusco |
|---|---|
| Executive VP & CFO | Zach Davis |
| Executive Vice President of Operations | Maas Hinz |
| Vice President of Investor Relations | Randy Bhatia |
| Managing Director of Origination | Ramzi Mroueh |
Major Backers & Investors (LNG)
Notable institutional backers of Cheniere Energy, Inc. include FMR, LLC, Morgan Stanley, NORGES BANK, according to Nexqual as of October 23, 2026 at 09:47 UTC.
Active Investors
| Investor | Stake |
|---|---|
| FMR, LLC | 2.39% |
| Morgan Stanley | 2.21% |
| NORGES BANK | 1.73% |
| Canada Pension Plan Investment Board | 1.51% |
| JPMorgan | 1.51% |
| Fidelity | 1.32% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 9.24% |
| BlackRock | 8.58% |
| State Street | 2.88% |
| Geode Capital | 1.8% |
Source: Nexqual, October 23, 2026 at 09:47 UTC.
From Cheniere Energy, Inc.'s Latest SEC 10-K Filing (filed 2026-02-26)
Key Strengths & Strategy (as disclosed to the SEC)
- LNG produced by the Liquefaction Projects that is not contracted under long-term contracts is available for Cheniere Marketing, our integrated marketing function, to sell in the global market under spot sales or other short-term agreements.
Partnerships
- Approximately 2 Bcf/d of the remaining capacity has been reserved under a TUA by SPL, which also has a partial TUA assignment agreement with TotalEnergies, as further described in Note 12—Revenues of our Notes to Consolidated Financial Statements.
Legal & Regulatory Risks (Item 1A, quoted)
- Risks Relating to Regulations
- Our interstate natural gas pipelines and their FERC gas tariffs are subject to FERC regulation. If we fail to comply with such regulation, we could be subject to substantial penalties and fines.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| OKE | ONEOK, Inc. | USD 93.9 | ▲ 0.84% |
| MPLX | MPLX LP | USD 58.18 | ▼ 0.44% |
| TRGP | Targa Resources, Inc. | USD 289.54 | ▼ 2.05% |
| TRP | TC Energy Corporation | USD 61.98 | ▼ 0.53% |
| KMI | Kinder Morgan, Inc. | USD 33.72 | ▼ 0.74% |
| EPD | Enterprise Products Partners L. | USD 36.52 | ▼ 0.19% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:47 UTC. This page is informational and not investment advice.
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