TD Cowen Forecasts Strong Price Appreciation for Cheniere Energy (NYSE:LNG) Stock

Cheniere Energy (NYSE:LNG) had its price objective increased by equities researchers at TD Cowen from $250.00 to $255.00 in a research report issued on Friday. The brokerage presently has a “buy” rating on the energy company’s stock. TD Cowen’s price target would indicate a potential upside of 9.71% from the company’s previous close.

A number of other research analysts have also weighed in on the stock. Jefferies Financial Group reaffirmed a “buy” rating on shares of Cheniere Energy in a research note on Thursday. Citigroup cut their price target on Cheniere Energy from $283.00 to $280.00 and set a “buy” rating for the company in a research note on Monday, January 12th. Bank of America dropped their target price on Cheniere Energy from $274.00 to $271.00 and set a “buy” rating on the stock in a report on Thursday, December 11th. Royal Bank Of Canada decreased their price target on Cheniere Energy from $282.00 to $271.00 and set an “outperform” rating for the company in a report on Wednesday, January 28th. Finally, BMO Capital Markets reiterated an “outperform” rating and issued a $254.00 target price on shares of Cheniere Energy in a research note on Wednesday, December 17th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $261.83.

Cheniere Energy Trading Up 5.3%

NYSE LNG opened at $232.44 on Friday. The company has a quick ratio of 0.81, a current ratio of 0.94 and a debt-to-equity ratio of 1.94. Cheniere Energy has a 52 week low of $186.20 and a 52 week high of $246.42. The business has a 50 day moving average price of $206.43 and a 200-day moving average price of $216.40. The company has a market cap of $50.03 billion, a price-to-earnings ratio of 12.95 and a beta of 0.27.

Cheniere Energy (NYSE:LNG) last issued its earnings results on Thursday, February 26th. The energy company reported $10.68 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.90 by $6.78. The company had revenue of $5.45 billion for the quarter, compared to analysts’ expectations of $5.48 billion. Cheniere Energy had a return on equity of 37.52% and a net margin of 21.12%.Cheniere Energy’s quarterly revenue was up 22.9% compared to the same quarter last year. During the same period last year, the business earned $4.33 EPS. As a group, equities analysts expect that Cheniere Energy will post 11.69 earnings per share for the current fiscal year.

Cheniere Energy declared that its board has authorized a share buyback plan on Thursday, February 26th that authorizes the company to buyback $10.00 billion in shares. This buyback authorization authorizes the energy company to repurchase up to 21.1% of its shares through open market purchases. Shares buyback plans are often a sign that the company’s leadership believes its shares are undervalued.

Hedge Funds Weigh In On Cheniere Energy

Several institutional investors and hedge funds have recently bought and sold shares of the company. Brighton Jones LLC bought a new stake in shares of Cheniere Energy in the fourth quarter valued at $335,000. Transcend Capital Advisors LLC purchased a new stake in Cheniere Energy during the second quarter valued at about $226,000. Daymark Wealth Partners LLC boosted its position in Cheniere Energy by 52.9% during the second quarter. Daymark Wealth Partners LLC now owns 2,854 shares of the energy company’s stock worth $695,000 after purchasing an additional 988 shares during the period. Arkadios Wealth Advisors increased its stake in shares of Cheniere Energy by 46.6% in the second quarter. Arkadios Wealth Advisors now owns 4,140 shares of the energy company’s stock worth $1,008,000 after purchasing an additional 1,316 shares in the last quarter. Finally, Emerald Mutual Fund Advisers Trust raised its position in shares of Cheniere Energy by 4.8% in the second quarter. Emerald Mutual Fund Advisers Trust now owns 1,252 shares of the energy company’s stock valued at $305,000 after purchasing an additional 57 shares during the period. 87.26% of the stock is owned by institutional investors.

Key Headlines Impacting Cheniere Energy

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

• Positive Sentiment: Board authorizes up to $10.0 billion share repurchase (about 21% of shares), a big capital‑return move that typically supports the stock and signals management confidence. RTT News Stock Buybacks
• Positive Sentiment: Signed a multi‑decade LNG sale and purchase agreement with CPC Corporation (Taiwan), extending contracted revenue through 2050 and reducing short‑term marketing exposure. The company also reported record LNG exports in 2025. Cheniere Energy Weighs LNG Growth Plans Against Contracted Cash Flow Risks
• Positive Sentiment: U.S. DOE approved a roughly 12% increase in exports from the Corpus Christi terminal and Cheniere filed a Stage‑4 expansion application that would raise Corpus Christi capacity toward ~49 mtpa — regulatory approvals and growth optionality support longer‑term volume and EBITDA upside. Reuters: Cheniere Corpus Christi export approval
• Positive Sentiment: Company reported a strong 2025 financial year (profit reportedly up sharply) and introduced 2026 guidance (targeting ~$7.25B adjusted EBITDA and 51–53M tonnes production) while completing its prior capital allocation plan — supporting higher cash flow expectations. Chenieres Profit Soars by 64% in 2025
• Neutral Sentiment: Management released Q4 results, an earnings presentation and transcript with details on production, cash flow metrics and the ’20/20 Vision’ completion — useful for modeling but largely confirmatory of public guidance. Earnings Call Presentation
• Negative Sentiment: Some outlets highlighted a Q4 EPS reading that appeared to miss certain consensus measures (differences reflect GAAP vs. adjusted metrics and one‑offs), creating headline confusion and short‑term volatility. Investors should check the company slides/transcript for the reconciliation. Cheniere Energy (LNG) Misses Q4 Earnings Estimates
• Negative Sentiment: Industry commentary warns of potential market oversupply risk into 2026 which could pressure margins and merchant LNG prices if global demand growth slows — a macro factor that can cap upside even with company‑specific positives. Cheniere earnings in focus as market oversupply concerns mount

About Cheniere Energy

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.