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VGVG

Venture Global, Inc.

Trending onWhy it's trendingX chatter picking upMoving on elevated volumeBacked by solid revenue growth
$VG·$30B·Oil & Gas Midstream·Energy
$13.23-1.1%YTD+94.8%1Y-20.4%
Mentions · last 7 days
2026-07-06: 26 posts2026-07-07: 43 posts2026-07-08: 107 posts2026-07-09: 78 posts2026-07-10: 82 posts2026-07-11: 32 posts2026-07-12: 65 posts436+6%
Price updated 14m ago·X counts updated 2d ago
VGVG
$VGVenture Global, Inc.
$13.23-1.08%436 posts+6%
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 $VG, 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 2026-07-13

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

Venture Global up 83% YTD as the Iran war pushed Q2 liquefaction fees up 69% QoQ — Aug 10 earnings tests whether the LNG price spike sustains.

Venture Global is one of the two largest US LNG exporters — a real business selling US natural gas to global markets under long-term contracts, with the near-term spot exposure that has just been massively repriced by the Iran conflict spiking global LNG prices.

  • Q2 was a genuine blowout in fees: Q2 2026 preliminary results show implied weighted-average fixed liquefaction fees of $6.45/MMBtu, up 69% QoQ from $3.82 — that fee ramp flows directly to Venture Global's take-rate and is exactly the kind of temporary-but-huge earnings uplift that gets a stock re-rated fast.
  • The debt structure is heavy but being refinanced: $2.25B senior secured note offering completed June 11 ($1.125B 6.375% due 2034 + $1.125B 6.625% due 2036), redeeming the 8.125% notes due 2028 — that's real interest-expense savings that flows through to EPS as the higher-coupon notes get replaced.
  • The LNG carrier acquisition extends operational control: Venture Global Shipping Holdings entered a term loan facility with Deutsche Bank and ING for the acquisition of nine LNG carriers — vertical integration into shipping removes counterparty risk and captures more of the chain economics that Cheniere has historically captured.
  • Insider selling is a caution flag: Jonathan Thayer sold $2.4M+ across June 17-18 (two M-Exempt + S-Sale sequences at $11 each) — a $2.4M cluster of officer selling in two days into the LNG-price spike is worth naming even as the fundamentals accelerate.

Aug 10 is the check — a beat with fixed-fee guide staying above $5/MMBtu into H2 plus specific commentary on the LNG-carrier fleet additions restarts the accelerating call toward the $12.30 trendline resistance X's technicians target; a miss on liquefaction volume or a warning on European LNG demand normalization would give Thayer's June selling the last word and reset the setup.

Agrees with X sentimentAgree with the bullish X read — the Q2 fixed-liquefaction-fee jump to $6.45/MMBtu (+69% QoQ) is real hard data, the 200-DMA hold with room to trendline resistance around $12.30 is a real technical setup, and the FTI Nautilus long signal reflects genuine long-side conviction; the honest addition X undersells is Thayer's $2.4M June insider-selling cluster into the LNG-price spike.

What to watch: The Aug 10 print — fixed-fee guide staying above $5/MMBtu into H2 plus LNG-carrier fleet additions restart the accelerating call toward $12.30; a liquefaction volume miss or European LNG demand warning gives Thayer's June selling the last word.

On the calendar: 2026-08-10 — Q2 earnings

X sentiment

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

Bullish sentiment8 posts analyzed · as of 2026-07-13

Venture Global's Q2 average liquefaction fees rose 69% quarter over quarter to $6.45/MMBtu from $3.82 as the Iran conflict and Qatar LNG-export disruptions lifted global gas prices. The stock held the 200-day moving average with room to $12.3 at trendline resistance overlapping the 50-day, and the FTI Nautilus generated a long signal.

Read the AI verdict + X sentiment for $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)
  • 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.

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 — 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 $VG

Partial — Develops and operates LNG liquefaction export terminals in Louisiana, selling liquefied natural gas under long-term contracts to international buyers; the Louisiana liquefaction and floating LNG export capacity expansion creates tailwinds for one product line, not the full operation.

Top industry ETF

$AMLPAlerian MLP ETF
+14.1%YTD
+9.6%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
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%
Q2 2025Aug 13, 2025$0.14$0.18-23.9%
Next earningsMon, Aug 10·consensus EPS $0.51

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$18.0B$17.3B – $18.7B$1.47$1.30 – $1.768
FY27$16.0B$14.6B – $17.7B$0.72$0.28 – $1.279
FY28$20.4B$20.0B – $20.7B$1.22$0.75 – $1.829
FY29$25.1B$22.1B – $27.7B$1.77$1.49 – $2.014
FY30$25.9B$22.8B – $28.6B$1.19$1.00 – $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.1.6×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.61%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.+8.0%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.+24.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 502.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.2% 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.β0.335-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

SellJun 18Jonathan W ThayerCFO111.1K sh$1.2MSellJun 17Jonathan W ThayerCFO111.1K sh$1.2MSellJun 16Keith D LarsonGeneral Counsel and Secretary555.6K sh$6.3MSellJun 15Keith D LarsonGeneral Counsel and Secretary555.6K sh$6.6MBuyJun 12Michael SabelSee Remarks1.2K sh$16KSellMay 27Thomas EarlChief Commercial Officer1.0M sh$12.4MSellMay 27Fory MusserSenior VP, Development233.7K sh$2.9MSellMay 26Fory MusserSenior VP, Development266.3K sh$3.5MSellMay 21Brian CothranCOO31.9K sh$457KSellMay 20Brian CothranCOO120.6K sh$1.8M
1–10 of 23
+ 31 other (24 exempts · 7 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-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.

8-KMaterial agreementApr 108-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary

VG Inc. / Vonage (VG) filed an 8-K on or around April 10 under Items 1.01, 2.03, and 8.01 disclosing a major financing transaction. This is a separate transaction from the April 23 filing (job 104), suggesting the company executed multiple financing events in quick succession. The company entered a material agreement, created a new financial obligation, and disclosed other related events. Full terms are provided in exhibits.

8-KPress release / Reg FDMar 268-K — Item 7.01: Press release / Reg FD
AI summary

Venture Global, Inc. (VG) disclosed via Reg FD (8-K Item 7.01) on March 26, 2026, that its subsidiary Venture Global Calcasieu Pass, LLC (VGCP) has reached a settlement agreement with Edison S.p.A., an Italian energy company. Under the settlement, a VGCP affiliate agreed to deliver LNG cargoes to Edison in Europe; specific cargo volumes, pricing, and full settlement terms are not detailed in the 8-K body and are in Exhibit 99.1. This settlement resolves what was apparently a commercial arbitration dispute and establishes a cargo delivery commitment to a major European customer, a positive development for Venture Global's commercial relationships.

+ 14 other (4 earnings 8-Ks · 3 8-Ks · 2 proxys · 1 13G) in window

Recent news

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

Here's Why Shares in Venture Global Soared This Week (Hint: It's Iran-Related)fool.com·4d agoVenture Global's second-quarter liquefaction fee jumps 69% as Iran war lifts LNG pricesreuters.com·6d agoVonage Launches Protection Suite for Okta for Secure MFA Deliverybusinesswire.com·6d agoJuggernaut 10,000 Meter Inaugural Drill Program Commenced On New District Scale High-Grade Gold Silver Copper Rich Discovery At 100% Controlled Big One Property, Golden Triangle, B.Cthenewswire.com·8d agoVonage Launches Network-Powered Solutions for Fraud Prevention Across Canadabusinesswire.com·14d 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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