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FLFLNG

FLEX LNG Ltd

Strong FundamentalsStrong FundamentalsRevenue growing 24% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (9 mentions/wk)
$FLNG·$1.7B·Marine Shipping·Industrials
$28.64-3.4%YTD+18.9%1Y+14.5%
Price updated 12h ago·X counts updated 4d ago
FLFLNG
$FLNGFLEX LNG Ltd
$28.64-3.37%9 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $FLNG on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

9X posts · last 7 days
Sep 28Oct 11

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $FLNG — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

FLEX LNG is a profitable LNG-shipping name with 50% operating margin — Nov 27 earnings is the next TCE read.

FLEX LNG operates a fleet of modern LNG carriers — long-term time-charter contracts plus some spot exposure driving a cash-generating franchise with a high dividend.

  • The economics are elite: Q1 revenue +24.2% YoY at a 49.5% operating margin and ROIC of 7.1% — top-decile LNG-shipping metrics driven by charter rates and strong fleet-utilization.
  • At 16.9x PE and 4.8x sales the valuation is reasonable — the market pays for LNG-shipping-cycle leverage, and the dividend keeps compounding on top.
  • 52-week range position is 78% with vol at 72% of average — upper range on quiet volume, consolidating ahead of Nov 27 earnings.

Nov 27 Q3 is the gate — any confirmed TCE-rate persistence plus continued dividend commitment extends the move. A rate softening or any fleet-recapitalization commentary and the stock gives back some gain.

What to watch: Nov 27 Q3 — TCE rates, operating-margin trajectory, dividend-sustainability commentary, and FY27 guide. A rate softening is the clear invalidator.

On the calendar: 2026-11-27 — Q3 earnings

Read the AI verdict on $FLNG

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Flex LNG owns and operates modern LNG tankers, mostly on long-term charters to major energy companies.

Industry overviewAI analysisGenerated by AI from underlying data

Where Marine Shipping sits in its cycle right now — and what that implies for $FLNG.

Marine Shipping · Industrials

No material change from last week — crude tanker rates remain elevated as Red Sea Houthi route disruptions structurally lengthen ton-miles.

What this means for $FLNG

Partial — Flex LNG owns and operates modern LNG tankers, mostly on long-term charters to major energy companies.

Top industry ETF

$SEAU.S. Global Sea to Sky Cargo ETF
+40.7%YTD
+49.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
16.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
7.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
49.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
8.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
14.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
51.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 19, 2026$0.79$0.62+26.6%
Q1 2026May 13, 2026$0.31$0.36-14.2%
Q4 2025Feb 11, 2026$0.43$0.43-0.9%
Q3 2025Nov 12, 2025$0.43$0.61-29.7%
Next earningsFri, Nov 27·consensus EPS $0.64

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$106.8M+24.2%57.5%55.7%$0.83$76.6M
Q1 FY26$80.5M-9.0%45.7%42.5%$0.36$9.7M
Q4 FY25$87.5M-3.7%50.6%48.7%$0.40$29.0M
Q3 FY25$85.7M-5.3%51.2%49.0%$0.31$37.2M

Forward consensus

4-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$363.8M$347.9M – $375.3M$2.32$2.19 – $2.423
FY27$353.6M$326.8M – $370.1M$2.09$1.69 – $2.493
FY28$361.3M$327.4M – $385.5M$2.37$1.61 – $2.853
FY29$353.0M$337.6M – $364.2M$2.42$2.28 – $2.521

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.49%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-8.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-4.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 30.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.165-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 4 other (2 exempts · 2 awards) in window

See when $FLNG insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 3 other (3 6-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

LNG Export Capacity Is Set to Grow 50% by 2030. Here's What It Means for U.S. Energy Stocks.fool.com·10d agoThese Shipping Stocks Yield Up to 9%. The Dividends Come With a Catch247wallst.com·28d agoFlex LNG - Presentation at the Pareto Securities' Annual Energy Conferencegurufocus.com·29d agoFlex LNG - Presentation at the Pareto Securities' Annual Energy Conferenceprnewswire.com·29d agoReviewing Flex LNG (NYSE:FLNG) & TotalEnergies (NYSE:TTE)defenseworld.net·36d ago

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Voices on X · last 7 days

No standout posts about $FLNG on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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