TickerTalks
Browse all tickers →
TickerTalks›$GLNG
GLGLNG

Golar LNG Limited

Strong FundamentalsStrong FundamentalsRevenue growing 120% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (373/wk), no spike
$GLNG·$5.2B·Oil & Gas Midstream·Energy
$49.65-0.2%YTD+33.4%1Y+20.9%
Mentions · last 7 days
2026-07-11: 33 posts2026-07-12: 61 posts2026-07-13: 81 posts2026-07-14: 26 posts2026-07-15: 16 posts2026-07-16: 7 posts2026-07-17: 1 posts233+4%
Price updated 4h ago·X counts updated 4h ago
GLGLNG
$GLNGGolar LNG Limited
$49.65-0.22%233 posts+4%
AI analysisFundamentalsVoices on X
Loading…

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 2026-07-16

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

Golar LNG doubled Q1 revenue year-over-year with a fourth FLNG unit slated for 2026 order and a fifth under evaluation.

Golar LNG designs and operates floating liquefaction natural gas vessels (FLNGs), $5.2B market cap, reporting Q2 2026 earnings 2026-08-13.

  • Q1 revenue was $137.6M, up 120% year-over-year — the fourth consecutive quarter of triple-digit-or-near-it growth as the Gimi FLNG and Hilli FLNG bonus tariffs contributed to the run rate.
  • Gross margin came in at 60.0%, operating margin at 50.4%, and EPS of $0.82 beat the $0.41 consensus by 20% — the operational leverage as FLNG capacity commissions is very steep.
  • On the fiscal 2026 outlook call, CEO Karl Fredrik Staubo confirmed plans to order a fourth FLNG unit within 2026 and is evaluating a fifth — capital-allocation moves that grow long-dated contracted revenue while adding balance-sheet leverage (current D/E already 1.43).
  • Free cash flow ran negative $60M in Q1 as capex investments accelerate ahead of new-unit ordering; analysts model 2026 revenue at $433M and EPS $0.97, growing sharply to $4.33 in 2028 as the pipeline commissions.
  • Position in 52-week range at 69%, year-to-date +36% but with beta near zero (0.01), the tape has been decoupled from broader indices, moving on contract announcements and commissioning milestones instead.

The setup into August is a capital-project growth story with contracted revenue visibility improving each quarter — the near-term binary is confirming timing on the fourth FLNG order versus the extended fiscal 2028 EPS ramp already priced into estimates.

Agrees with X sentimentX posters frame Golar LNG as a high-conviction long-term hold after the Q1 beat, citing the Gimi contribution, Hilli bonus, plans for a fourth FLNG order in 2026 and a fifth under consideration, and durable backlog visibility. That aligns with the reported data — 20% Q1 EPS beat, 120% year-over-year revenue growth, and the CEO commentary confirming the fleet-expansion pipeline.

What to watch: August 13 Q2 2026 earnings — timing confirmation on the fourth FLNG unit order (versus the fiscal 2026 target), Hilli-related tariff commentary, and any update on the fifth-FLNG evaluation. Fiscal 2028 EPS estimate ($4.33) is the number that anchors the current valuation, so any timing shift is model-consequential.

On the calendar: 2026-08-13 Q2 2026 earnings; fourth FLNG order timing and Hilli bonus commentary drive the print.

X sentiment

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

Bullish sentiment5 posts analyzed · as of 2026-06-01

Golar LNG is being framed as a high-conviction long-term hold despite a recent 10% drop. The structural pitch: Gimi's strong performance and Hilli's bonus drove a notable Q1 beat, with Karl confirming Golar plans to order a fourth FLNG unit in 2026 and is considering a fifth. The company emphasized a dividend capacity of >$5 starting 2028. The reason for the recent decline: hedge funds that bought after Goldman Sachs was hired as financial advisor expected a low-60s sale, but the company appears to want a partnership to expand rather than sell — triggering HF event-driven selling. Bulls argue this is exactly the long-term entry: '25% global LG now off-line, 25%+ by 4Q with limited downside long-term.' Long-term target $100. Tone is firmly bullish.

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
Free, forever. No credit card.

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

Partial — Owns floating LNG liquefaction and regasification vessels enabling remote gas monetization and LNG import terminal solutions; this segment overlaps with the Louisiana liquefaction and floating LNG export capacity expansion but is not the dominant revenue driver.

Top industry ETF

$AMLPAlerian MLP ETF
+14.8%YTD
+11.1%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
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%
Q2 2025Aug 14, 2025$0.26$0.29-10.3%
Next earningsThu, Aug 13·consensus EPS $0.56

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$875.7M – $920.4M$4.33$2.72 – $6.434
FY29$1.1B$919.1M – $1.2B$0.00$0.00 – $0.003
FY30$1.1B$922.5M – $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.0.7×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.65%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.-4.2%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.+9.9%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 today0.9% 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.β0.015-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.

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
+ 22 other (13 6-Ks · 5 3s · 2 13Gs · 1 F-3ASR) in window

Recent news

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

Golar LNG: Contracted FLNG Growth Drives The Bull Caseseekingalpha.com·17d agoGolar LNG Limited – Q2 2026 results presentationglobenewswire.com·19d agoGolar LNG (GLNG) Down 5.2% Since Last Earnings Report: Can It Rebound?zacks.com·29d agoGolar LNG: Infrastructure Re-Rating Still Ahead As Backlog Visibility And FLNG Demand Accelerateseekingalpha.com·57d agoGolar LNG Q1 Earnings & Revenues Top Estimates, Improve Y/Yzacks.com·58d ago

In themes

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

Trending on X

More in Oil & Gas Midstream

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$VG$MPLX$INSW$LPG$TRMD$TEN$KNTK
Voices on X · top 1 · 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.

PrivacyTermsSupport