LNG Cheniere Energy, Inc.

neutral track record → $259.68 -1.92 (-0.7%)
Mkt Cap $56B P/E 11.0 fwd 16.3 52wk $186.20 - $300.89 Earnings 2026-05-07 1d ago
Insider selling: $37,554,541 sold by 14 insiders (30d)
Est. revisions: -18.8%
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model & Position History (net -2.9)

Factor Model

net -2.9 5.5 / 10
Est. Revisions
-0.8
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-1.0
Narrative Gap
+0.0

Price Targets Rise Despite Sell, Underweight Calls

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.

Full analysis

Citi raised its price target on Cheniere Energy to $55 from $49 but kept a Sell rating. JPMorgan lifted its target to $63 from $57 while maintaining an Underweight rating. Geopolitical disruptions expected to boost long-term U.S. LNG demand amid global LNG growth fueled by energy security and AI/data center expansion. Insider selling totaled $11.7M with moderate buying at $1M, indicating mixed confidence.

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.

Evidence

1d ago JP Morgan main LNG: Overweight → Overweight
1d ago Insider sell by FEYGIN ANATOL (LNG): $11,764,815
1d ago Insider buy by MORELAND WILLIAM BENJAMIN (LNG): $1,041,096
2d ago Cheniere Moves To $55 — But The Real Story Is Much Bigger yahoo-finance
11d ago Cheniere Energy Inc (LNG) Sees Huge LNG Growth in Asia as Qatar Struggles yahoo-finance
11d ago Energy Prices Could Soon ‘Skyrocket.’ Why Cheniere Is One of the Top-Rated Stocks to Buy Now. yahoo-finance
16d ago This LNG Stock Keeps Hitting New All-Time Highs. Did You Miss Your Chance to Buy? yahoo-finance
17d ago Control the 🛢️ control the universe: diplomacy affecting the market and bear thesis reddit-wsb
7 older signals
17d ago Me this earnings season
17d ago Why I think the clownshow diplomacy and long term effects are worse than people think 🥭🛢️
18d ago Gas shock overtakes oil as LNG supply strains global markets: by Oil & Gas 360
20d ago Jim Cramer on Cheniere Energy: “It’s the Cleanest Play on LNG, and That Stock’s Actually Not Even That Expensive”
22d ago Israel Englander's LNG Bet Surges 48% — Golden Cross Signals More Upside Ahead
23d ago Cheniere Energy (LNG) Shares Traded Lower in Q4
25d ago Cheniere Energy Stock Enters Overbought Territory on Strait of Hormuz Rally. Is It Too Late to Buy LNG Here?
Fundamentals & Data ▾
Cheniere Energy, Inc. Energy · Oil & Gas Midstream
Mkt Cap
$56B
P/E
11.0 fwd 16.3
Beta
0.13
Div Yield
84.00%
52w Range
$186.20 - $300.89
Short Interest
4.4M 2.12%
Days to Cover
1.0 +21%
Technicals downtrend
from 52w Hi
-8.7%
1w return
-8.7%
Insiders
selling 0B / 2S
Analysts
mixed
EPS Estimate
$3.76 -18.8% 30d 0up / 1dn
Est. Dispersion
32% 3 analysts
Analyst Target
$301 $255 - $340
Options P/C
0.33
Insider Cluster
strong sell 1B / 5S
Fund Convergence
strong Citadel, Two Sigma, D.E. Shaw, Renaissance, Bridgewater
Financials
Revenue
$5.5B +23% YoY
FCF
$1.3B
Gross Margin
72%
Op Margin
70%
Momentum: accelerating
Top Holders
Citadel $143M
Two Sigma $131M
D.E. Shaw $64M
Renaissance $59M
Bridgewater $14M
Recent Filings & Data
insider trade 48
net selling · $37,554,541 sold · $1,041,096 bought
14 insiders · 48 transactions (30d)
Recent transactions
DAVIS ZACH · sell · $8,700,000
BOTTA GIAN ANDREA · sell · $1,482,350
MARKOWITZ SEAN NATHANIEL · sell · $6,473,234
FEYGIN ANATOL · sell · $11,764,815
FEYGIN ANATOL · other
SHEAR NEAL A · sell · $1,019,711
FUSCO JACK A. · other
MARKOWITZ SEAN NATHANIEL · other
FEYGIN ANATOL · other
DAVIS ZACH · other
SLACK DAVID L · other
HINZ MAAS · other
FUSCO JACK A. · other
MARKOWITZ SEAN NATHANIEL · other
FEYGIN ANATOL · other
DAVIS ZACH · other
SLACK DAVID L · other
HINZ MAAS · other
HINZ MAAS · other
FEYGIN ANATOL · other
MORELAND WILLIAM BENJAMIN · buy · $1,041,096
SHEAR NEAL A · sell · $1,057,492
BOTTA GIAN ANDREA · award
COLLAWN PATRICIA K · award
SHEAR NEAL A · award
ROBILLARD DONALD F JR · award
MORELAND WILLIAM BENJAMIN · award
GRAY DENISE · award
MITCHELMORE LORRAINE · award
EDWARDS BRIAN E · award
FUSCO JACK A. · other
BOTTA GIAN ANDREA · sell · $1,975,591
FEYGIN ANATOL · sell · $5,081,348
SLACK DAVID L · award · $397,629
FUSCO JACK A. · other
MARKOWITZ SEAN NATHANIEL · other
FEYGIN ANATOL · other
DAVIS ZACH · other
SLACK DAVID L · other
HINZ MAAS · other
MORELAND WILLIAM BENJAMIN · award
BOTTA GIAN ANDREA · award
COLLAWN PATRICIA K · award
SHEAR NEAL A · award
ROBILLARD DONALD F JR · award
GRAY DENISE · award
MITCHELMORE LORRAINE · award
EDWARDS BRIAN E · award
ⓘ Filing analysis pending — next scan runs every 12 hours
ⓘ Transcript analysis coming soon
15 signals · latest 1d ago

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