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VGVG

Venture Global, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 59% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (174/wk), no spike
$VG·$32B·Oil & Gas Midstream·Energy
$12.72+1.8%YTD+93.4%1Y+39.3%
Price updated 2h ago·X counts updated 5d ago
VGVG
$VGVenture Global, Inc.
$12.72+1.76%174 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $VG 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.

174X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $VG'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 data9 posts analyzed · as of 2026-09-08

Venture Global added a $3B revolver as tariffs raise LNG expansion costs for CP2 and Plaquemines. Longs frame the classic inverse head & shoulders pattern with a breakout loading, and pair VG with LNG (potential S&P500 add) as asymmetric R/R.

Read what X is saying about $VG

  • 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 $VG — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersCooling offAI verdict · as of 2026-10-03

Catching its breath after a run — could pick back up or fade from here.

Venture Global is the US LNG build-out machine — just signed a 20-year ConocoPhillips deal and asked FERC to place Plaquemines in-service.

Venture Global is a US LNG export developer — Calcasieu Pass (operational), Plaquemines (commissioning), CP2 (next). The stock has nearly doubled YTD as the LNG expansion story confirms, with a 20-year ConocoPhillips SPA signed Oct 1.

  • Growth is extending: Q1 2026 revenue of $4.6B at +59% YoY after +2.6x and +2.0x YoY in prior quarters — this is a scaling LNG franchise with the Plaquemines ramp still ahead.
  • The ConocoPhillips 20-year SPA plus the Plaquemines FERC in-service request are specific catalysts — long-term offtake plus near-term production incremental, with a fresh $3B 364-day revolver backing CP2 construction.
  • Insider selling is now visible: Thayer $1.58M on Sep 18, Larson $5.69M on Sep 17 — the first visible C-suite distribution of the year, right as the stock sits in the mid-$13s with 60% YTD gains in hand.

A Nov 9 Q3 print with Plaquemines in-service date confirmed and CP2 project timing holding re-rates it toward the summer highs; a Plaquemines commissioning delay or a tariff-related LNG export policy shift and the stock gives back a chunk.

Agrees with X sentimentX correctly flags the $3B revolver, the LNG expansion costs on CP2 and Plaquemines, and the inverse H&S breakout setup — real catalysts. Pairing VG with LNG (potential S&P 500 add) as asymmetric R/R is directionally fair, with the insider cluster as the counter-signal the crowd under-weights.

What to watch: Nov 9 Q3 earnings — Plaquemines FERC in-service date, Calcasieu Pass realized LNG prices, CP2 construction cost update, and any new SPA signings beyond the ConocoPhillips 20-year deal. A Plaquemines commissioning delay or tariff policy shift is the hard downside.

On the calendar: 2026-11-09 — Q3 2026 earnings

Read the AI verdict on $VG

  • 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.

Develops and operates LNG liquefaction export terminals in Louisiana, selling liquefied natural gas under long-term contracts to international buyers.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $VG

Partial — Develops and operates LNG liquefaction export terminals in Louisiana, selling liquefied natural gas under long-term contracts to international buyers.

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
11.8How 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
8.3%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
34.1%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
-22.0%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
2.0Same 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
35.6%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
44.6%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
4.2Total 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 11, 2026$0.51$0.48+5.3%
Q1 2026May 12, 2026$0.19$0.13+51.5%
Q4 2025Mar 2, 2026$0.41$0.35+18.5%
Q3 2025Nov 10, 2025$0.16$0.23-29.6%
Next earningsMon, Nov 9·consensus EPS $0.53

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$4.6B+58.9%35.0%25.9%$0.20$-2.4B
Q4 FY25$4.4B+191.7%48.4%38.7%$0.44$-1.5B
Q3 FY25$3.3B+259.5%51.8%39.7%$0.18$-1.4B
Q2 FY25$3.1B+179.9%45.6%33.5%$0.15$-1.5B

Forward consensus

5-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$18.6B$17.8B – $19.2B$1.66$1.39 – $1.978
FY27$16.0B$14.4B – $17.5B$0.80$0.44 – $1.338
FY28$20.4B$15.2B – $23.6B$1.31$0.79 – $1.829
FY29$25.6B$22.0B – $28.7B$1.73$1.42 – $2.014
FY30$25.8B$22.2B – $28.9B$1.17$0.96 – $1.354

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.2.6×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.57%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.-10.0%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.+1.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 518.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today6.5% 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.β0.225-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

SellOct 15Keith D LarsonGeneral Counsel and Secretary389.7K sh$4.8MSellOct 14Keith D LarsonGeneral Counsel and Secretary395.0K sh$5.3MSellSep 18Jonathan W ThayerCFO111.1K sh$1.6MSellSep 17Jonathan W ThayerCFO111.1K sh$1.6MSellSep 17Keith D LarsonGeneral Counsel and Secretary395.0K sh$5.7MSellSep 16Keith D LarsonGeneral Counsel and Secretary395.0K sh$5.9MSellSep 14Brian CothranCOO152.7K sh$2.5MSellSep 9Keith D LarsonGeneral Counsel and Secretary1.9M sh$28.7MSellSep 8Keith D LarsonGeneral Counsel and Secretary464.2K sh$7.0MSellAug 20Fory MusserSenior VP, Development259.4K sh$3.7M
1–10 of 41
+ 45 other (40 exempts · 5 awards) in window

See when $VG 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 FDOct 88-K — Item 7.01: Press release / Reg FD
8-KMaterial agreementSep 28-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary

Venture Global LNG, Inc. (VGLNG), a wholly-owned subsidiary of Venture Global, Inc., entered a 364-day senior secured revolving credit facility of $3.0 billion on September 2, 2026, with Bank of America as administrative agent. The facility matures September 1, 2027, bears interest at standard market rates, and is secured by a first-priority perfected security interest in substantially all existing and future assets of VGLNG. Proceeds are available for general corporate purposes. This is a substantial liquidity facility for an LNG infrastructure company; the $3B revolver provides significant near-term financial flexibility to fund operations and project development.

8-KMaterial agreementJun 268-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary

Venture Global Shipping Holdings (a subsidiary of LNG exporter Venture Global) entered a term loan facility with Deutsche Bank and ING for the acquisition of nine LNG carriers for general corporate purposes. Major fleet-expansion financing for this LNG infrastructure company; the nine-carrier acquisition significantly scales Venture Global's logistics and shipping capabilities.

8-KMaterial agreementJun 118-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Venture Global LNG, Inc. completed a $2.25 billion senior secured note offering on June 11, 2026: $1.125B of 6.375% notes due 2034 and $1.125B of 6.625% notes due 2036, sold via Rule 144A and Regulation S. Gross proceeds fully redeemed all outstanding 8.125% senior secured notes due 2028, with cash on hand covering redemption premiums and fees. The refinancing is clearly accretive — it cuts the coupon rate meaningfully, extends maturity by 6-8 years, and reduces near-term debt service obligations for the major US LNG export infrastructure developer.

8-KDebt-obligation accelerationJun 28-K — Item 2.04: Debt-obligation acceleration · Item 8.01: Other event
AI summary

Venture Global LNG issued a conditional notice of redemption on May 11, 2026 to redeem all outstanding 8.125% senior secured notes due 2028 using proceeds of a new notes offering; redemption expected June 11, 2026. Refinancing — replacing existing secured debt with new notes; credit-positive if at lower cost or longer maturity.

8-KOfficer or director changeJun 18-K — Item 5.02: Officer or director change
AI summary

Venture Global's Chief Commercial Officer Thomas Earl resigned effective June 1, 2026 after notifying the company on May 27; he will remain in a non-executive employee role for one year with internal personnel absorbing his duties. Routine senior departure at a subsidiary; operational continuity assured.

8-KShareholder voteMay 298-K — Item 5.07: Shareholder vote
AI summary

Venture Global, Inc. held its 2026 Annual Meeting of Shareholders on May 27, 2026. Shareholders elected all 7 director nominees (Christie, Granat, Orekar, Pender, Reid, Sabel, Staton) to serve until 2027, each receiving ~20 billion votes For with minimal withheld. Ernst & Young LLP was ratified as independent auditor for 2026 with overwhelming support (20.1B For, 477K Against). Routine annual governance filing with no contested items.

8-KMaterial agreementApr 238-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary

Vonage / VG Inc. (VG) filed an 8-K on or around April 23 under Items 1.01, 2.03, and 8.01 disclosing a major financing transaction. The company entered into a material definitive agreement, created a new direct financial obligation, and reported other material events related to the financing. This multi-item filing suggests a significant debt issuance, credit facility, or complex financing arrangement. Full terms and related documents are filed as exhibits.

+ 13 other (6 13Gs · 4 earnings 8-Ks · 2 10-Qs · 1 S-8) in window

Recent news

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

Venture Global inks deals with GE Vernova, Baker Hughes for power expansionreuters.com·2d agoVenture Global Secures New Agreements to Support Expansion of Existing Grid-Independent Power Networkbusinesswire.com·2d agoGas Exporter Venture Global Wants to Get In on AI Power Boomwsj.com·2d agoCORRECTING and REPLACING Venture Global, Inc. Announces Timing of Third Quarter 2026 Earnings Release and Conference Callbusinesswire.com·2d agoVenture Global, Inc. Announces Timing of Third Quarter 2026 Earnings Release and Conference Callbusinesswire.com·2d ago

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Voices on X · last 7 days

No standout posts about $VG 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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