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LNLNG

Cheniere Energy, Inc.

$LNG·$54B·Oil & Gas Midstream·Energy
$271.64+1.9%1Y+16.8%
Mentions · last 7 days
2026-08-07: 19 posts2026-08-08: 9 posts2026-08-09: 5 posts2026-08-10: 9 posts2026-08-11: 10 posts2026-08-12: 9 posts2026-08-13: 4 posts66-9%
Price updated 19h ago·X counts updated 2d ago
LNLNG
$LNGCheniere Energy, Inc.
$271.64+1.94%66 posts-9%
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 $LNG, 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 2026-08-15

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

Cheniere is the US LNG-export franchise — Q2 EBITDA $1.80B beat $1.72B (+5%), FY26 EBITDA guide raised to $7.9-8.4B, Barclays PT $279.

Cheniere Energy is the largest US LNG-export franchise (Sabine Pass + Corpus Christi terminals) — the equity is a real energy-infrastructure compounder benefiting from the Qatari-driven global LNG squeeze.

  • Q2 was a beat: EBITDA $1.804B beat $1.72B consensus (+5%), revenue $5.7B (+24% YoY), net income $3.1B (+89%) — that's the specific fact pattern of a wide-moat LNG operator executing at scale.
  • Management raised FY26 EBITDA guidance to $7.9-8.4B — that's the specific guide-raise event driving the run.
  • Barclays raised PT to $279 with Overweight — real sell-side ratings-momentum event.
  • Fundamentals show category leadership: 53% gross margin and 44% op margin at $5.7B/qtr revenue with 47% ROE and 13% FCF yield — wide-moat LNG-infrastructure with pricing power.
  • 'LNG squeeze ahead' with elevated LNG prices due to Qatari dynamics — real global-supply thesis anchor.
  • Position at 74% of 52w with stock +8% above 50d MA and +16% above 200d MA — accelerating tape, +17% YoY.
  • Analyst estimates project revenue $22.3B FY26 → $23.6B FY27 → $24.4B FY28 with EPS $-6.62 → $16.24 → $14.93 — commodity-price-adjusted EPS pattern reflects long-term price stability.

October 29 is the next print — a fifth beat with continued FY26 EBITDA guide sustainability extends the compounding; any specific LNG-price break or a project-execution issue is the invalidator. The real risk on an LNG-export franchise is that global gas prices normalize faster than expected as new capacity comes online.

Agrees with X sentimentAgrees with the X bulls on all specific fact patterns — Q2 EBITDA beat, FY26 guide raise to $7.9-8.4B, Barclays PT $279 Overweight, and the Qatari-driven LNG squeeze framework. Real fact patterns support the compounding thesis.

What to watch: October 29 Q3 print — FY26 EBITDA guide sustainability and LNG-price commentary. A fifth beat extends the compounding; LNG-price break or project-execution issue is the invalidator.

On the calendar: 2026-10-29 — Q3 earnings

price missing

X sentiment

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

Bullish sentiment7 posts analyzed · as of 2026-08-13

X users are strongly bullish on Cheniere after Q2 EBITDA of $1.804B beat $1.72B consensus by 5.3%, revenue of $5.7B grew 24% year-over-year, and net income of $3.1B was up 89%. Management raised FY26 EBITDA guidance to $7.9-8.4B. Barclays raised the price target to $279 with Overweight, and posters cite the LNG squeeze ahead with elevated LNG prices due to Qatari dynamics.

Read the AI verdict + X sentiment for $LNG

  • 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.

US largest LNG exporter operating Sabine Pass and Corpus Christi liquefaction terminals, supplying global energy markets under long-term contracts.

Industry overviewAI analysisGenerated by AI from underlying data

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

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.

Top industry ETF

$AMLPAlerian MLP ETF
+16.9%YTD
+14.4%1Y

Fundamentals & catalyst

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

Key ratios

P/E
19.0How 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
17.6%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
43.5%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
13.1%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
2.4Same 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
47.4%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
52.9%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
0.6Total 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 6, 2026$3.02$3.11-2.9%
Q1 2026May 7, 2026$-16.65$4.25-491.8%
Q4 2025Feb 26, 2026$10.71$3.80+181.8%
Q3 2025Oct 30, 2025$4.75$2.91+63.2%
Next earningsThu, Oct 29·consensus EPS $3.72

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$5.7B+26.3%92.3%74.8%$14.68$2.3B
Q1 FY26$6.7B+24.8%31.7%29.7%$-16.65$344.0M
Q4 FY25$5.4B+19.8%31.1%29.5%$10.71$1.3B
Q3 FY25$4.4B+17.5%60.6%40.9%$4.76$3.1B

Forward consensus

5-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$22.3B$20.5B – $23.8B-$6.62-$20.78 – $42.209
FY27$23.6B$22.1B – $24.9B$16.24$12.86 – $20.749
FY28$24.4B$23.4B – $25.1B$14.93$10.48 – $18.518
FY29$26.0B$23.1B – $28.4B$13.23$11.31 – $14.766
FY30$25.4B$22.5B – $27.6B$15.41$13.18 – $17.206

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.74%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.+7.9%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.+15.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 208.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% 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.β-0.015-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.

Insider activity

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

Recent transactions

SellMar 30Zach DavisCFO29.0K sh$8.7MSellMar 27Botta G AndreaDirector5.0K sh$1.5MSellMar 26Anatol FeyginEVP & Chief Commercial Officer40.4K sh$11.8MSellMar 26Sean N MarkowitzEVP, CLO and Corp Sec22.2K sh$6.5MSellMar 2Neal A ShearDirector4.1K sh$1.0M
+ 11 other (9 awards · 1 inkind · 1 gift) in window

See when $LNG 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
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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

8-KPress release / Reg FDJul 288-K — Item 7.01: Press release / Reg FD
AI summary

CHENIERE ENERGY, INC. (LNG) filed a Reg FD disclosure (Item 7.01) on 2026-07-28, furnishing an investor presentation or Reg FD disclosure. Reg FD filings ensure simultaneous public disclosure of material information shared with select investors. This is generally informational; no new deal terms or financial results were announced unless otherwise noted. Investors should review the attached exhibit for updated guidance or strategic commentary.

3New insider — initial holdingsJul 163
AI summary

A new 10%+ beneficial owner filed a Form 3 initial statement of ownership for LNG (LNG) dated 2026-07-16. The filing reports initial beneficial ownership of shares, representing approximately a 10%+ stake of outstanding shares. Form 3 is required within 10 days of crossing the 10% ownership threshold and is an administrative disclosure. This indicates significant insider or institutional accumulation and may precede further Schedule 13D/G activity.

8-KOfficer or director changeJul 148-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

CHENIERE ENERGY, INC. (LNG) disclosed an officer or director change (Item 5.02) on 2026-07-14. Also disclosed: Item 7.01. Details: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Executive transitions are administrative disclosures; materiality depends on the seniority of the affected position. No new financial terms were disclosed in this filing.

8-KMaterial agreementJul 28-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

CHENIERE ENERGY, INC. (LNG) entered into Revolving Credit Agreement, dated as of August 1, 2025 (as may be amended, restated, amen with a counterparty on 2026-07-02, involving $500 million. . This is a material definitive agreement (Item 1.01) requiring immediate disclosure under SEC rules. Investors should review the agreement terms for financial obligations, dilution, or strategic implications.

8-KMaterial agreementJun 98-K — Item 1.01: Material agreement
8-KMaterial agreementMay 278-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
8-KShareholder voteMay 158-K — Item 5.07: Shareholder vote
8-KPress release / Reg FDApr 288-K — Item 7.01: Press release / Reg FD
+ 15 other (3 earnings 8-Ks · 3 13Gs · 3 8-Ks · 2 10-Qs) in window

Recent news

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

Dividend Champion, Contender, And Challenger Highlights: Week August 16seekingalpha.com·22h agoGolar LNG Q2 Earnings & Revenues Top Estimates, Improve Y/Yzacks.com·1d agoIs VG Stock a Buy as Strong LNG Growth Meets Debt and Legal Risk?zacks.com·1d agoArgentina's YPF seeks RIGI investment scheme for $51 billion LNG projectreuters.com·2d agoDynagas LNG Partners LP Announces Cash Distribution for the Quarter Ended June 30, 2026 of $0.050 Per Common Unitglobenewswire.com·2d ago

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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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