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

Cheniere Energy (NYSE:LNG) had its price objective lifted by investment analysts at The Goldman Sachs Group from $276.00 to $312.00 in a research report issued to clients and investors on Tuesday,Benzinga reports. The firm presently has a “buy” rating on the energy company’s stock. The Goldman Sachs Group’s target price would suggest a potential upside of 4.99% from the company’s current price.

Several other analysts also recently weighed in on LNG. Citigroup cut their target price on Cheniere Energy from $283.00 to $280.00 and set a “buy” rating on the stock in a research note on Monday, January 12th. Bank of America raised their price target on Cheniere Energy from $296.00 to $322.00 and gave the company a “buy” rating in a report on Friday. Scotiabank lifted their price objective on shares of Cheniere Energy from $266.00 to $285.00 and gave the company a “sector outperform” rating in a research note on Thursday, March 5th. Barclays upped their price objective on shares of Cheniere Energy from $259.00 to $271.00 and gave the stock an “overweight” rating in a report on Friday, February 27th. Finally, Morgan Stanley raised shares of Cheniere Energy from an “equal weight” rating to an “overweight” rating and raised their target price for the company from $236.00 to $313.00 in a research note on Monday. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, Cheniere Energy currently has a consensus rating of “Moderate Buy” and an average target price of $277.71.

Cheniere Energy Stock Performance

NYSE LNG traded up $9.96 on Tuesday, hitting $297.16. The stock had a trading volume of 2,408,910 shares, compared to its average volume of 2,653,374. The company’s 50-day moving average is $227.82 and its two-hundred day moving average is $218.47. Cheniere Energy has a one year low of $186.20 and a one year high of $299.49. The stock has a market cap of $62.46 billion, a price-to-earnings ratio of 12.24 and a beta of 0.25. 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 (NYSE:LNG) last released its quarterly earnings results on Wednesday, February 25th. The energy company reported $10.68 earnings per share for the quarter, beating analysts’ consensus estimates of $3.90 by $6.78. Cheniere Energy had a return on equity of 32.04% and a net margin of 26.68%.The company had revenue of $5.45 billion for the quarter, compared to analysts’ expectations of $5.48 billion. During the same quarter in the previous year, the company posted $4.33 earnings per share. The business’s revenue for the quarter was up 22.9% compared to the same quarter last year. On average, analysts expect that Cheniere Energy will post 11.69 earnings per share for the current year.

Cheniere Energy declared that its Board of Directors has authorized a stock buyback plan on Thursday, February 26th that permits the company to buyback $10.00 billion in shares. This buyback authorization permits the energy company to reacquire up to 21.1% of its shares through open market purchases. Shares buyback plans are typically a sign that the company’s leadership believes its stock is undervalued.

Institutional Investors Weigh In On Cheniere Energy

Several hedge funds and other institutional investors have recently bought and sold shares of the business. Norges Bank acquired a new position in shares of Cheniere Energy in the 2nd quarter worth approximately $957,425,000. Marshall Wace LLP lifted its stake in Cheniere Energy by 555.0% during the fourth quarter. Marshall Wace LLP now owns 810,138 shares of the energy company’s stock valued at $157,483,000 after purchasing an additional 686,459 shares during the last quarter. AustralianSuper Pty Ltd acquired a new stake in Cheniere Energy during the third quarter valued at approximately $142,688,000. Arrowstreet Capital Limited Partnership boosted its holdings in Cheniere Energy by 518.8% during the fourth quarter. Arrowstreet Capital Limited Partnership now owns 577,533 shares of the energy company’s stock worth $112,267,000 after buying an additional 484,198 shares in the last quarter. Finally, Holocene Advisors LP bought a new stake in Cheniere Energy during the second quarter worth approximately $107,319,000. 87.26% of the stock is currently owned by institutional investors.

Key Stories Impacting Cheniere Energy

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

• Positive Sentiment: Global LNG supply concerns — reports that QatarEnergy declared force majeure and other supply tightness lifted gas-related names, supporting higher prices and demand for U.S. exporters like Cheniere. Read More.
• Positive Sentiment: Morgan Stanley upgrade — Morgan Stanley moved Cheniere to “overweight” (and upgraded other U.S. LNG exporters), citing an upbeat outlook from supply disruptions; this is a direct buy-side catalyst. Read More.
• Positive Sentiment: Broker price-target lifts — BMO raised its target to $306 and other outlets show price-target increases (one report shows a $322 target), reinforcing analyst momentum and supporting upside. Read More. Read More.
• Positive Sentiment: Positive media/TV mention — Jim Cramer called Cheniere “the cleanest play on LNG” and noted attractive valuation, which can drive retail buying interest. Read More.
• Positive Sentiment: Management narrative at CERAWeek — Cheniere’s CEO emphasized the need for energy diversification amid Middle East tensions, underscoring Cheniere’s strategic role as a U.S. LNG supplier. Read More.
• Neutral Sentiment: Sector tailwinds — Energy/LNG sector headlines and analyst lists (Zacks, sector roundup) have highlighted U.S. LNG exporters as beneficiaries of tighter markets, providing a constructive backdrop but not company-specific new info. Read More. Read More.
• Negative Sentiment: Near-term EPS downgrades from US Capital Advisors — the firm trimmed Q1 and Q2 2026 EPS estimates (and provided updated multi‑quarter forecasts), which could temper near-term expectations even as longer-term outlook remains supported by tight markets. Read More.
• Negative Sentiment: Some recent fund commentary and tracking notes showed Cheniere lagging in pockets (e.g., a Q4 trading note), a reminder of idiosyncratic volatility despite the broader bullish trend. Read More.

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.