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GLGLNG

Golar LNG Limited

Strong FundamentalsStrong FundamentalsRevenue growing 120% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (29 mentions/wk)
$GLNG·$4.6B·Oil & Gas Midstream·Energy
$45.26+0.7%YTD+29.0%1Y+18.5%
Price updated 8h ago·X counts updated 5d ago
GLGLNG
$GLNGGolar LNG Limited
$45.26+0.69%29 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $GLNG 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.

29X posts · last 7 days
Sep 29Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $GLNG's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-07

Golar LNG rides EU-gas-price ascent (TTF 2027 calendar contract accelerating with spot). New GLNG research pitches highly asymmetric long-term risk/reward, predictable cash flows, mispriced commodity upside, fleet expansion and macro tailwinds. Down-day snark from shipping-holder mask the broader constructive view.

Read what X is saying about $GLNG

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

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

Proven numbersAcceleratingAI verdict · as of 2026-10-02

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

Floating-LNG operator with Q1 revenue +120% YoY, 50% operating margin, up 30% YTD and a new $500M senior-notes offering supporting the fourth FLNG unit.

Golar LNG operates floating liquefaction and regasification vessels (FLNG units), so earnings scale with contracted FLNG capacity utilization and realized LNG tolling fees against the global gas-pricing cycle.

  • Q1 FY26 revenue $137.6M, +120.1% YoY with 50.4% operating margin; prior four quarters: +17%, +89%, +101%, +120% — four-quarter revenue acceleration
  • TTM: 45x earnings, 11x sales, 7.5% ROE, 52% gross margin, 42% operating margin, FCF yield -8.5%, debt-to-equity 1.43 — scaled infrastructure economics with capex pull
  • 2026 estimates: $418M revenue, $1.19 EPS; 2027 $423M, $0.55 EPS — modeling cyclical peak with 2027 EPS reset
  • YTD +30%, trailing-12m +20% at $48.30 against a $5.0B market cap
  • Priced $500M senior notes due 2031 — financing the fourth FLNG unit

The operating step-up is real (Q1 revenue +120% YoY against four-quarter base, 50% operating margin) with the fourth FLNG supporting the FY26 revenue line. The question is whether the EU-gas-price trajectory supports realized tolling fees in FY27 after the 2027 EPS reset the sell-side models.

Agrees with X sentimentX cites TTF 2027 calendar contract accelerating with spot, new research pitching highly asymmetric long-term risk/reward, predictable cash flows, fleet expansion and macro tailwinds. The attention aligns with the Q1 operating acceleration and the fourth FLNG financing visibility.

What to watch: Nov 4 Q2 earnings and the fourth FLNG construction timeline — whether realized tolling fees extend the Q1 margin profile or decelerate toward the FY27 EPS estimate.

On the calendar: 2026-11-04 Q2 earnings

Read the AI verdict on $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)
  • 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.

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 — LNG export capacity expansion and record Permian gas throughput are the structural demand drivers for fee-based midstream.

What this means for $GLNG

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

Top industry ETF

$AMLPAlerian MLP ETF
+10.3%YTD
+15.8%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 $0.04

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$418.5M$408.3M – $428.6M$1.19$1.18 – $1.334
FY27$422.5M$338.7M – $506.3M$0.55-$0.36 – $1.464
FY28$828.6M$781.6M – $859.7M$3.94$2.49 – $4.874
FY29$1.2B$1.1B – $1.3B$6.28$5.63 – $7.022
FY30$1.6B$1.5B – $1.7B$0.00$0.00 – $0.002

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.45%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.-10.2%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.-7.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β0.045-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.

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

+ 18 other (13 6-Ks · 5 13Gs) in window

Recent news

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

Golar LNG: Execution Gains Momentum While Valuation Lagsseekingalpha.com·2d agoGLNG Acquires Vessel for Fourth FLNG Project, Targeting 2029 Deliveryzacks.com·5d agoGolar LNG acquires conversion vessel for 4th FLNGglobenewswire.com·10d agoLNG Export Capacity Is Set to Grow 50% by 2030. Here's What It Means for U.S. Energy Stocks.fool.com·11d agoGolar LNG Announces Pricing of $500 Million Offering of Senior Notes due 2031globenewswire.com·23d ago

In themes

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

Trending on X

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Voices on X · last 7 days

No standout posts about $GLNG 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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