VG Earnings
Tuesday, May 12 2026
EPS Estimate
$0.11
$0.03 – $0.16
Revenue Estimate
$3.7B
Current Price
$11.45
Our Position
bullishJPMorgan cuts VG target amid supply challenges
structured data
est. revisions falling
(-5.0pp / 30d)
Lowered price target reflects external LNG supply risks, but insider buying and solid EBITDA guidance suggest resilience and potential upside amid commodity disruptions.
Watch: Q1 2026 results will clarify margin compression magnitude and whether EBITDA can hit the upper half of guidance.
Data Signal Summary
2 bullish
2 bearish
Estimates down -44%
Insider buying cluster
Put/call 0.2 (bullish skew)
Price downtrend
Key Context
Analyst Consensus
mixed
Insider Activity
selling
Price Trend
downtrend
From 52w High
-28.4%
P/E Ratio
12.5
Est. Revisions (30d)
-44.2% 0up/5dn
Analyst Target (mean)
$15 $8–$22 +29%
Options P/C Ratio
0.22
Est. Dispersion
118% 7 analysts
Insider Cluster
strong buy (officer)
Fund Convergence
strong Citadel, Renaissance, Two Sigma
Recent Activity
insider trades
39 transactions
Exercise
·
LARSON KEITH D (General Counsel)
·1,111,112 shares
·$877,778
Sell
·
THAYER JONATHAN W (Chief Financial Officer)
·3,222,223 shares
·$50,559,163
Exercise
·
THAYER JONATHAN W (Chief Financial Officer)
·3,222,223 shares
·$3,737,779
Sell
·
BLAKE SARAH (Officer)
·200,000 shares
·$3,200,420
Exercise
·
BLAKE SARAH (Officer)
·200,000 shares
·$310,000
34 more
Sell
·
LARSON KEITH D
·5,000,000 shr
·$76,790,833
Exercise
·
LARSON KEITH D
·5,000,000 shr
·$3,950,000
Sell
·
BLAKE SARAH
·119,300 shr
·$1,551,842
Exercise
·
BLAKE SARAH
·119,300 shr
·$184,915
Sell
·
BLAKE SARAH
·330,700 shr
·$3,952,787
Exercise
·
BLAKE SARAH
·330,700 shr
·$512,585
Sell
·
EARL THOMAS EDWARD
·1,000,000 shr
·$11,826,000
Exercise
·
EARL THOMAS EDWARD
·1,000,000 shr
·$790,000
Sell
·
MUSSER FORY
·1,000,000 shr
·$10,903,200
Exercise
·
MUSSER FORY
·1,000,000 shr
·$790,000
Sell
·
EARL THOMAS EDWARD
·1,000,000 shr
·$6,890,000
Other
·
PENDER ROBERT B
·1,080,000 shr
Sell
·
MUSSER FORY
·1,000,000 shr
·$7,961,440
Sell
·
MUSSER FORY
·1,000,000 shr
·$8,053,289
Sell
·
LARSON KEITH D
·482,699 shr
·$3,912,709
Exercise
·
LARSON KEITH D
·482,699 shr
·$381,332
Sell
·
EARL THOMAS EDWARD
·500,000 shr
·$6,845,000
Exercise
·
EARL THOMAS EDWARD
·500,000 shr
·$395,000
Sell
·
EARL THOMAS EDWARD
·1,000,000 shr
·$13,716,011
Sell
·
LARSON KEITH D
·489,009 shr
·$6,369,904
Exercise
·
LARSON KEITH D
·489,009 shr
·$386,317
Buy
·
PENDER ROBERT B
·1,226 shr
·$19,555
Buy
·
SABEL MICHAEL
·234,500 shr
·$2,469,285
Buy
·
PENDER ROBERT B
·234,500 shr
·$2,469,285
Buy
·
SABEL MICHAEL
·231,500 shr
·$2,387,574
Buy
·
PENDER ROBERT B
·231,500 shr
·$2,388,044
Buy
·
SABEL MICHAEL
·269,500 shr
·$2,797,631
Buy
·
PENDER ROBERT B
·269,500 shr
·$2,798,851
Buy
·
STATON JIMMY D
·49,000 shr
·$496,370
Buy
·
SABEL MICHAEL
·200,385 shr
·$1,975,796
Buy
·
PENDER ROBERT B
·200,385 shr
·$1,975,796
Buy
·
SABEL MICHAEL
·250,000 shr
·$2,342,500
Buy
·
PENDER ROBERT B
·250,000 shr
·$2,342,500
Sell
·
LARSON KEITH D
·1,111,112 shr
·$13,895,733
analyst ratings
3 ratings
RBC Capital
→Outperform
3d ago
Scotiabank
→Sector Perform
4d ago
JP Morgan
→Neutral
6d ago
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