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GLGLNG

Golar LNG Limited

Strong FundamentalsStrong FundamentalsRevenue growing 120% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (18 mentions/wk)
$GLNG·$5.1B·Oil & Gas Midstream·Energy
$50.29-2.4%YTD+32.8%1Y+12.1%
Mentions · last 7 days
2026-08-19: 5 posts2026-08-20: 3 posts2026-08-21: 2 posts2026-08-22: 1 posts2026-08-23: 1 posts2026-08-24: 6 posts180%
Price updated 18h ago·X counts updated 5d ago
GLGLNG
$GLNGGolar LNG Limited
$50.29-2.37%18 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $GLNG, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-21

The move is getting stronger, with heavier trading behind it.

Floating-LNG operator locking in a fourth vessel — the FID cadence is the story, and Q2 confirmed the economics.

Golar LNG owns and operates FLNG (floating liquefied natural gas) vessels — offshore ships that liquefy gas at the wellhead for export, useful for stranded gas fields that don't justify land-based infrastructure. It's a niche business with real IP, and demand for that IP is inflecting.

  • Q2 revenue grew 72% year-on-year to $130.5M with adjusted EBITDA of $127M — that's an ~97% EBITDA margin on the incremental revenue, exactly the operating leverage FLNG contracts throw off once a vessel is booked.
  • On the Q2 call Golar took a final investment decision on a fourth FLNG vessel — a 3.5 MTPA MKII unit at ~$2.45B EPC with CIMC Raffles for late-2029 delivery — with management hinting two more FIDs may follow; each incremental vessel is a step-change in earning capacity, not a growth-rate assumption.
  • Stock is +33% year-to-date and +25% over 12 months, sitting at the 75th percentile of the 52-week range — the tape has been rewarding the pipeline, and BTIG lifted the price target to $70 post-print (versus a ~$52 spot).
  • Trades at ~45x trailing earnings but the analyst 2028 revenue estimate of $898M (vs 2026's $433M) shows the FLNG vessel-by-vessel step function — the multiple looks stretched only if the FIDs don't convert.

What sustains the accelerating call is the next FID announcement (management already hinted at two more) and confirmation of on-time first-gas from the existing fleet — those two together give the 2028 revenue step-up credibility. What invalidates it is a delay on FLNG delivery or a customer-contract renegotiation; each vessel is a large enough contract that a single wobble reprices the multiple.

Agrees with X sentimentThe bullish X read on Q2 (net income $38M, EBITDA $127M, 4th FLNG FID, BTIG PT $70) matches the mechanics — the numbers landed as advertised and the pipeline of FIDs is the specific catalyst driving the tape. The 'no visible bear' framing is fair given the actual print; the honest counter is the always-there FLNG delivery-timing risk.

What to watch: The next FLNG FID announcement (management hinted at two more) and any 8-K on vessel delivery timing. Nov 4 Q3 print will carry booked-vs-uncontracted vessel utilization for the FLNG fleet.

On the calendar: 2026-11-04 — Q3 earnings

float missingbeta missing

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-08-28

Golar LNG posts are bullish following Pareto's upgrade to BUY with a PT raise to $70 (from $55). Traders cite EU gas prices no longer trading in lockstep with oil, JKM LNG rally, and a broad thermal-support macro. No bearish voices appear in the window.

Read the AI verdict + X sentiment for $GLNG

  • 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)
  • X crowd read with bullish/bearish call + post volume
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What it does

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

Owns floating LNG liquefaction and regasification vessels enabling remote gas monetization and LNG import terminal solutions.

Industry overviewAI analysisGenerated by AI from underlying data

Where Oil & Gas Midstream sits in its cycle right now — and what that implies for $GLNG.

Oil & Gas Midstream · Energy

No material change from last week — VG's Louisiana liquefaction export terminals and GLNG's floating LNG vessels unlock stranded gas monetization under long-term supply contracts.

What this means for $GLNG

Direct beneficiary — Owns floating LNG liquefaction and regasification vessels enabling remote gas monetization and LNG import terminal solutions; core revenue tied directly to the primary demand driver in oil & gas midstream.

Top industry ETF

$AMLPAlerian MLP ETF
+16.9%YTD
+13.9%1Y

Fundamentals & catalyst

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

Key ratios

P/E
44.5How 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
3.7%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
41.9%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
-8.5%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
11.0Same 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
7.5%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
52.4%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
1.4Total 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 13, 2026$0.68$0.55+24.3%
Q1 2026May 20, 2026$0.49$0.41+20.2%
Q4 2025Feb 25, 2026$0.30$0.38-21.1%
Q3 2025Nov 5, 2025$0.43$0.46-6.5%
Next earningsWed, Nov 4·consensus EPS $-0.01

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$137.6M+120.1%60.0%50.4%$0.82$-59.9M
Q4 FY25$132.8M+101.5%51.6%45.3%$0.10$-17.4M
Q3 FY25$122.5M+89.1%51.6%39.1%$0.31$-159.6M
Q2 FY25$75.7M+17.0%41.2%25.1%$0.15$-200.9M

Forward consensus

5-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$433.3M$419.0M – $447.6M$0.97$0.91 – $1.024
FY27$423.4M$339.4M – $507.3M$0.53-$0.58 – $1.644
FY28$898.0M$856.5M – $942.1M$4.33$2.72 – $6.434
FY29$1.1B$939.1M – $1.2B$0.00$0.00 – $0.003
FY30$1.1B$942.5M – $1.2B$0.00$0.00 – $0.003

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.0.8×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.67%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.-0.2%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.+7.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 86.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% 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.

SEC filings

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

Recent material filings

3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
+ 27 other (15 6-Ks · 5 13Gs · 5 3s · 1 F-3ASR) in window

Recent news

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

Golar LNG Limited (NASDAQ:GLNG) Given Average Recommendation of “Moderate Buy” by Analystsdefenseworld.net·3d agoHere Are Monday’s Top Wall Street Analyst Research Calls: AstraZeneca, Celestica, Chipotle Mexican Grill, Domino’s Pizza, Fortune Brands, Golar LNG, Jersey Mike’s Subs, Roku, and More247wallst.com·5d agoGolar LNG Q2 Earnings & Revenues Top Estimates, Improve Y/Yzacks.com·15d agoGolar LNG Limited (GLNG) Q2 2026 Earnings Call Transcriptseekingalpha.com·16d agoGolar LNG Q2 Earnings Call Highlightsmarketbeat.com·16d ago

In themes

Explore the broader themes this ticker is being talked about under.

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