LNG Earnings
Thursday, May 07 2026
EPS Estimate
$4.36
$3.32 – $6.18
Revenue Estimate
$5.8B
Current Price
$252.35
Our Position
neutralPrice Targets Rise Despite Sell, Underweight Calls
structured data
est. revisions falling
(-38.9pp / 30d)
Higher price targets amid cautious ratings highlight Wall Street's belief in long-term LNG demand growth despite near-term challenges and regulatory risks for Cheniere's expansion plans.
Watch: Monitor FERC approval timing for Corpus Christi Stage 4 expansion and global LNG price trends that will test capacity growth versus supply glut fears.
Data Signal Summary
1 bullish
3 bearish
Estimates down -6%
Insider selling cluster
Put/call 0.3 (bullish skew)
Price downtrend
Key Context
Analyst Consensus
mixed
Insider Activity
selling
Price Trend
downtrend
From 52w High
-11.2%
P/E Ratio
10.4
Est. Revisions (30d)
-5.8% 0up/1dn
Analyst Target (mean)
$302 $259–$340 +20%
Options P/C Ratio
0.34 1C/0P unusual
Est. Dispersion
66% 4 analysts
Insider Cluster
strong sell
Fund Convergence
strong Citadel, Two Sigma, D.E. Shaw, Renaissance, Bridgewater
Recent Activity
insider trades
48 transactions
Other
·
DAVIS ZACH (Chief Financial Officer)
·12,953 shares
Sell
·
BOTTA GIAN ANDREA (Director)
·5,000 shares
·$1,482,350
Sell
·
MARKOWITZ SEAN NATHANIEL (Officer)
·22,246 shares
·$6,473,234
Sell
·
FEYGIN ANATOL (Officer)
·40,432 shares
·$11,764,815
Other
·
FEYGIN ANATOL (Officer)
·6,012 shares
43 more
Sell
·
SHEAR NEAL A
·4,100 shr
·$1,019,711
Other
·
FUSCO JACK A.
·13,326 shr
Other
·
MARKOWITZ SEAN NATHANIEL
·2,939 shr
Other
·
FEYGIN ANATOL
·2,939 shr
Other
·
DAVIS ZACH
·3,285 shr
Other
·
SLACK DAVID L
·1,508 shr
Other
·
HINZ MAAS
·2,090 shr
Other
·
FUSCO JACK A.
·33,896 shr
Other
·
MARKOWITZ SEAN NATHANIEL
·7,534 shr
Other
·
FEYGIN ANATOL
·7,534 shr
Other
·
DAVIS ZACH
·7,919 shr
Other
·
SLACK DAVID L
·4,555 shr
Other
·
HINZ MAAS
·4,952 shr
Other
·
HINZ MAAS
·2,000 shr
Other
·
FEYGIN ANATOL
·8,500 shr
Buy
·
MORELAND WILLIAM BENJAMIN
·5,000 shr
·$1,041,096
Sell
·
SHEAR NEAL A
·4,300 shr
·$1,057,492
Award
·
BOTTA GIAN ANDREA
·1,252 shr
Award
·
COLLAWN PATRICIA K
·1,422 shr
Award
·
SHEAR NEAL A
·1,338 shr
Award
·
ROBILLARD DONALD F JR
·1,464 shr
Award
·
MORELAND WILLIAM BENJAMIN
·1,444 shr
Award
·
GRAY DENISE
·1,338 shr
Award
·
MITCHELMORE LORRAINE
·1,338 shr
Award
·
EDWARDS BRIAN E
·828 shr
Other
·
FUSCO JACK A.
·362,031 shr
Sell
·
BOTTA GIAN ANDREA
·9,000 shr
·$1,975,591
Sell
·
FEYGIN ANATOL
·23,478 shr
·$5,081,348
Award
·
SLACK DAVID L
·1,814 shr
·$397,629
Other
·
FUSCO JACK A.
·55,582 shr
Other
·
MARKOWITZ SEAN NATHANIEL
·12,762 shr
Other
·
FEYGIN ANATOL
·12,646 shr
Sell
·
DAVIS ZACH
·29,000 shr
·$8,700,000
Other
·
SLACK DAVID L
·8,357 shr
Other
·
HINZ MAAS
·7,671 shr
Award
·
MORELAND WILLIAM BENJAMIN
·404 shr
Award
·
BOTTA GIAN ANDREA
·1,862 shr
Award
·
COLLAWN PATRICIA K
·1,879 shr
Award
·
SHEAR NEAL A
·2,006 shr
Award
·
ROBILLARD DONALD F JR
·2,069 shr
Award
·
GRAY DENISE
·1,879 shr
Award
·
MITCHELMORE LORRAINE
·1,879 shr
Award
·
EDWARDS BRIAN E
·1,242 shr
analyst ratings
2 ratings
Scotiabank
→Sector Outperform
4d ago
JP Morgan
→Overweight
6d ago
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