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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 (108/wk), no spike
$VG·$33B·Oil & Gas Midstream·Energy
$14.18-2.1%YTD+90.2%1Y+10.6%
Mentions · last 7 days
2026-08-19: 15 posts2026-08-20: 23 posts2026-08-21: 20 posts2026-08-22: 4 posts2026-08-23: 2 posts108-5%
Price updated 10h ago·X counts updated 5d ago
VGVG
$VGVenture Global, Inc.
$14.18-2.07%108 posts-5%
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 2026-08-28

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

Venture Global blew Q2 out — revenue +48%, net income +266%, and guide raised to $8.7-9.1B EBITDA. Plaquemines is delivering.

Venture Global is a US LNG export infrastructure company with facilities in Louisiana (Calcasieu Pass, Plaquemines, and CP2 in construction). Up 90% YTD as the Plaquemines project actually delivered ahead of expectations, and the operational cash flow finally started matching the growth thesis.

What's driving the accelerating tape:

  • The Q2 print was a genuine blowout: revenue growing 48% YoY to $4.58B, net income +266% to $1.35B, adjusted EBITDA +79%, and LNG volumes +42% — that's real operational scaling, not a story. Q2 EPS of $0.51 beat by 5%, and TTM P/E of 12x is cheap for the growth curve.
  • Management raised FY26 adjusted-EBITDA guide to $8.7B-$9.1B for the second consecutive quarter, with 2026 now over 91% contracted — that's the visibility that anchors continued multiple expansion. Plus a small dividend hike and buyback talk.
  • The counterweight is a real insider cluster: officer Fory Musser exercised at $0.79 and sold ~$3.9M on 8/20, plus officer Jonathan Thayer exercised at $1.16 and sold $1.54M on 8/19 — that's ~$5.4M of coordinated distribution right after the print. The exercise prices ($0.79-$1.16) suggest founder/early-employee shares vesting, so the sales are programmatic — but the direction is still counter-signal.
  • Some voices caution about the debt load and Plaquemines capex — that's a fair concern, but the delevering-vs-shareholder-returns debate typically resolves in favor of both when EBITDA scales like this.

November 9 Q3 earnings decide direction — a beat on $0.53 EPS plus continued Plaquemines volume growth extend the tape upward. What breaks it: a Q3 revenue miss, a CP2 construction delay, or a global LNG-price retrace.

Agrees with X sentimentThe bullish X frame on the Q2 blowout numbers, the FY26 EBITDA guide raise, and the buyback/dividend commentary is directionally right — those are the load-bearing catalysts. The debt-load concern is fair second-order color and management's delevering path is the honest response.

What to watch: November 9 Q3 earnings — a beat plus continued Plaquemines volume growth extends the tape upward. A Q3 revenue miss, CP2 construction delay, or global LNG-price retrace is what breaks it.

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

X sentiment

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

Bullish sentiment16 posts analyzed · as of 2026-08-18

Chatter is bullish on Venture Global after a blowout Q2 (revenue +48% YoY to $4.58B, net income +266% to $1.35B, adjusted EBITDA +79%, LNG volumes +42%) and a second consecutive raise of FY26 adjusted-EBITDA guide to $8.7B-$9.1B, with 2026 now over 91% contracted. Management announced a small dividend hike and floated buybacks. Some voices caution about the debt load and Plaquemines capex, arguing delevering should come before returns to shareholders.

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

Direct beneficiary — Develops and operates LNG liquefaction export terminals in Louisiana, selling liquefied natural gas under long-term contracts to international buyers; core revenue tied directly to the primary demand driver in oil & gas midstream.

Top industry ETF

$AMLPAlerian MLP ETF
+16.9%YTD
+13.9%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 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$17.9B$17.1B – $18.4B$1.49$1.29 – $1.758
FY27$15.9B$14.4B – $17.8B$0.72$0.27 – $1.379
FY28$20.5B$16.2B – $25.2B$1.24$0.76 – $1.7410
FY29$25.1B$21.2B – $28.5B$1.76$1.40 – $2.075
FY30$25.8B$21.8B – $29.3B$1.17$0.93 – $1.385

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.0.4×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.71%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.+9.3%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.+26.7%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 today1.2% 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.

Insider activity

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

Recent transactions

SellAug 20Fory MusserSenior VP, Development259.4K sh$3.7MSellAug 19Fory MusserSenior VP, Development12.6K sh$177KSellAug 19Jonathan W ThayerCFO111.1K sh$1.5MSellAug 18Jonathan W ThayerCFO111.1K sh$1.6MSellAug 17Fory MusserSenior VP, Development22.0K sh$309KSellAug 14Fory MusserSenior VP, Development447.5K sh$6.3MSellAug 14Sarah BlakeSVP, Chief Accounting Officer1.0M sh$14.0MSellAug 13Keith D LarsonGeneral Counsel and Secretary555.6K sh$7.5MSellAug 13Granat Sari BethDirector200.0K sh$2.7MSellAug 13Jimmy D StatonDirector66.0K sh$881K
1–10 of 37
+ 45 other (38 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
Free, forever. No credit card.

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.

+ 18 other (5 13Gs · 5 earnings 8-Ks · 2 10-Qs · 2 proxys) in window

Recent news

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

Short Sellers Are All-In on These 10 Stocks — Squeeze Watch List Insidebenzinga.com·3d agoHere's Why Venture Global (VG) is a Strong Value Stockzacks.com·4d agoStrong Midstream 2Q26 Earnings Boost Full-Year Outlooketftrends.com·4d agoMax Factory Scales Active Customer Base by 100% With Vonagebusinesswire.com·10d agoVenture Global (NYSE:VG) Director Sells $2,698,000.00 in Stockdefenseworld.net·12d 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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