Cheniere Energy Inc (LNG)
NYSEEnergyOil & Gas MidstreamSnapshot 2026-09-04
$292.00+0.40%
Close 2026-09-04 · 1-day change
NYSEEnergyOil & Gas MidstreamSnapshot 2026-09-04
Research Workspace
Put LNG beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Energy is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue growth is accelerating — up about 18% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look high — the market is pricing in about 59% growth a year, above the roughly 7% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskLNG's growth depends on its liquefaction project expansions and commissioning. Revenue grew 24% year over year, and the latest quarter beat expectations significantly. LNG trades at 16.5× P/E versus a peer median of 22.5×. The market is pricing in more growth than forecast, indicating expectations look full. A specific risk is the 30% probability of a miss in the next quarter. Peer multiples imply a price about 59% below where it trades. This read is provisional.
Trailing returns as of 2026-09-04. LNG is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 22 analysts currently covering LNG (as of Sep 2026).
Based on 7 Wall Street analysts offering 12-month price targets for LNG in the last 4 months.
Continue this research
Compare LNG with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Free account required to save the handoff. No credit card.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| LNG Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Oil & Gas Storage & Transportation — fair value, gap to price, and forward P/E.
Compare the value case
Put LNG next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Increase Distributable Cash Flow guidance
Increased volume guidance supports cash flow growth.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $292.00
The last 12 months of price, then the range of analyst 12-month targets from today’s $292.00.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Liquefaction project expansions and commissioning
Completion of CCL Stage 3 boosts liquefaction capacity.
Advances: Liquefaction project expansions and commissioning
Expansion aligns with liquefaction project objectives.
Advances: Liquefaction project expansions and commissioning
Completion of expansion supports liquefaction project objectives.
Advances: Liquefaction project expansions and commissioning
Substantial completion boosts production capacity and export capabilities.
Threatens: Liquefaction project expansions and commissioning
Maintenance may delay liquefaction project timelines.
Advances: Increase Distributable Cash Flow guidance
Earnings beat indicates strong cash flow growth potential.
Advances: Increase Distributable Cash Flow guidance
Guidance raise supports increased Distributable Cash Flow.