Cheniere Energy, Inc. (NYSE:LNG) is included among the 14 Best LNG Stocks to Buy Now. Cheniere Energy (LNG) Applies to Build New LNG Facility at Corpus Christi Cheniere Energy, Inc. (NYSE:LNG) is the largest producer of liquefied natural gas in the United States and the second-largest LNG operator in the world. On February 5, Cheniere Energy, Inc. (NYSE:LNG) submitted an application with FERC to construct a new LNG facility at its Corpus Christi site in Texas. Corpus Christi is already undergoing a Stag ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-16383 CHENIERE ENERGY, INC. (Exact name of registrant as specified in its charter) Delaware 95-4352386 (State or other jurisdiction of incorpora ...

Wall Street analysts forecast that Cheniere Energy (LNG) will report quarterly earnings of $3.83 per share in its upcoming release, pointing to a year-over-year decline of 11.6%. It is anticipated that revenues will amount to $5.17 billion, exhibiting an increase of 16.7% compared to the year-ago quarter.Over the last 30 days, there has been a downward revision of 3.5% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideratio ...

Key Takeaways LNG is set to report Q4 2025 earnings on Feb. 26, with EPS estimated at $3.83 per share.Revenues are expected to rise 16.66% year over year, driven by higher LNG sales and demand.Cheniere Energy has a 0.48% Earnings ESP and beat estimates in three of the last four quarters.Cheniere Energy, Inc. (LNG) is set to release fourth-quarter 2025 results on Feb. 26. The Zacks Consensus Estimate for earnings is pegged at $3.83 per share on revenues of $5.17 billion.Let us delve into the factors that are ...

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Industry Overview - Natural gas prices are stabilizing around $3.00 per MMBtu, with a recent close at approximately $3.05, influenced by a 144 Bcf storage withdrawal that was slightly below expectations [1] - Inventories are significantly below the five-year average and last year's levels, providing stronger support for prices within the $3.00-$3.15 range [1] LNG Export Impact - LNG export facilities are operating near full capacity, which is reshaping U.S. gas pricing dynamics and reducing reliance on weather fluctuations [3] - The Golden Pass LNG project, backed by QatarEnergy and ExxonMobil, is expected to produce around 18 million tons of LNG annually, nearing first production despite construction delays [4] - A new pipeline will transport up to 1 Bcf per day from the Permian Basin to the terminal, expected to begin initial volumes in early March, further supporting price stability [5] Market Dynamics - The gas market is transitioning from being weather-driven to infrastructure-driven, with overall U.S. consumption dropping by over 15 Bcf per day as temperatures warmed [6] - Rising LNG capacity and steady exports to Mexico suggest that prices may trade within a tighter and more stable range, with storage levels below average but manageable [7] Investment Opportunities - Companies like Expand Energy (EXE), Cheniere Energy (LNG), and Excelerate Energy (EE) are positioned to benefit from the evolving export-centered pricing regime [2][10] - Expand Energy has become the largest natural gas producer in the U.S. and is well-positioned to capitalize on rising demand from LNG exports and electrification trends [9] - Cheniere Energy has a competitive edge with its regulatory approval for LNG exports and strong operational performance, indicating substantial growth potential [11][12] - Excelerate Energy, focusing on LNG infrastructure and services, accounts for about 20% of the global FSRU fleet and is expanding into LNG-to-power and gas distribution [13]

Company Overview - Cheniere Energy, Inc. is a Houston-based energy infrastructure company and the largest producer of liquefied natural gas (LNG) in the United States, developing, owning, and operating LNG terminals and pipelines for liquefaction, storage, and global shipment of natural gas [4] Financial Performance - On January 27, Cheniere Energy declared a quarterly cash dividend of $0.555 per common share, payable on February 27 to shareholders of record as of February 6 [1] Market Position and Outlook - Wolfe Research upgraded Cheniere Energy to Outperform from Peer Perform on January 14, 2026, setting a price target of $220, indicating a positive outlook despite previous downgrades due to competitive pressures [2] - Approximately 70 million tons per annum (mtpa) of export project decisions were made in 2025, which may lead to oversupply later in the decade; however, Wolfe Research believes that most negative news is already priced in [3] - The firm anticipates an improvement in the market cycle with rising global gas demand as prices fall, although spreads may still decrease; overall, Cheniere is seen as well-positioned despite near-term challenges [3]

Group 1: Market Reactions to Tariff Announcements - The announcement of a $550 billion investment package from Japan, which includes a 15% baseline tariff on Japanese imports, has significantly impacted the energy and infrastructure sectors, particularly benefiting companies like XOM (+2.4%) and LNG (+3.1%) [2][3] - The introduction of a 100% tariff on foreign-produced films led to a sharp decline in media stocks, with NFLX dropping 4.2% and DIS down 2.1%, raising concerns about the sustainability of the streaming model [4][5] - The S&P 500 index remains volatile, currently at 6,120, as market participants react to unpredictable policy changes and social media announcements [11] Group 2: Sector-Specific Developments - The energy sector is experiencing a surge due to new projects, including a major natural gas plant in Portsmouth, Ohio, which has positively influenced local utility and construction stocks [3] - The entertainment industry is facing challenges due to proposed tariffs, which could fundamentally disrupt the streaming business model, as highlighted by analysts at JPMorgan [5] - The logistics sector is under pressure as trade tensions create uncertainty in supply chains, with companies like FDX and UPS experiencing increased volatility [10] Group 3: Broader Economic Implications - The recent trade deal with India, promising reciprocal tariff rate decreases, has provided a modest boost to emerging market ETFs, although the S&P 500 showed little reaction [9] - The presence of major financial institutions at a crypto forum hosted by the Trump family indicates a shift in Wall Street's approach to decentralized finance, with COIN seeing a 5.7% increase [6][8] - The overall market sentiment reflects a need for diversification into sectors favored by the administration, such as oil, gas, and crypto, while reducing exposure to sectors impacted by tariffs [12]

Viper Energy - Viper acquired Sitio Royalties in an all-equity transaction in August, integrating the new assets into its operations during 3Q25 [1] - The company focuses on providing attractive shareholder returns by acquiring mineral and royalty assets in the Permian basin [2] - Viper is a subsidiary of Diamondback Energy, which operates its assets, creating a mutually beneficial relationship [3] - Viper's business model is designed to sustain free cash flow with low capital demands [4] - In 3Q25, Viper reported an adjusted net income of $0.40 per share, with $53 million in cash and liquid assets [9] - Viper pays a regular dividend of $0.33 per share, with a variable dividend increasing the yield to 5.2% [8] - Analysts have a Strong Buy consensus rating for Viper, with a price target of $54 indicating a potential upside of 22% [10] Cheniere Energy - Cheniere Energy operates in the midstream sector, converting natural gas into LNG for export [11] - The company has significant liquefaction facilities, including Sabine Pass and Corpus Christi, capable of processing billions of cubic feet of natural gas daily [12] - 95% of Cheniere's LNG production capacity is contracted through long-term agreements, providing stable revenue [14] - In 3Q25, Cheniere reported revenue of $4.4 billion, an 18% year-over-year increase, with a GAAP EPS of $4.75 beating forecasts [15] - Analysts view Cheniere's contracted asset base as undervalued, with a Buy rating and a price target of $275 suggesting a 24.5% upside [16] Pacific Gas & Electric (PG&E) - PG&E is an investor-owned utility providing natural gas and electricity to northern California [17] - The company faced regulatory changes that lowered its return on equity to 9.98%, impacting its profitability [18] - PG&E settled a $100 million shareholder action related to past wildfire incidents, which is seen as a step towards resolving claims [19] - In 4Q25, PG&E reported revenues of $6.8 billion, a 2.6% year-over-year increase, but missed forecasts [20] - Analysts believe PG&E has substantial valuation upside, with a Buy rating and a price target of $22 indicating a potential 21% upside [21]

Core Viewpoint - Goldman Sachs is optimistic about the energy sector, highlighting ten top stocks that offer dividends and significant growth potential, as energy stocks have outperformed the S&P 500 in 2026 due to favorable market conditions [1]. Energy Sector Performance - Energy stocks have surged in 2026, with the XLE index up 23% compared to the S&P 500's 1% increase, driven by high oil prices around $70 per barrel, recovering demand from Asia, and geopolitical tensions [1]. - Goldman Sachs anticipates continued strong performance in the energy sector, with an average total return of approximately 19% for their top picks [1]. Key Stock Recommendations - **Cheniere Energy (LNG)**: Leading U.S. LNG exporter with a 0.94% dividend, positioned for growth in domestic and international markets. Goldman Sachs targets a price of $275, indicating a 25% potential gain [1]. - **EQT Corp (EQT)**: One of the largest U.S. natural gas producers with a 1.14% dividend, focused on low-cost production in the Appalachian Basin. Goldman Sachs sets a price target of $66, suggesting a 16% upside [2]. - **Golar LNG (GLNG)**: Newly added to the Conviction List, offering a 2.26% dividend. Goldman Sachs has a target price of $56, representing a 27% potential gain [2]. - **Viper Energy (VNOM)**: Focused on mineral and royalty interests in the Permian Basin, with a 5.39% dividend yield. Goldman Sachs targets a price of $54, indicating a 23% upside [2]. - **Vistra Corp (VST)**: An integrated electricity and power generation company with a 0.56% dividend, expected to support data centers and cloud computing. Goldman Sachs sets a price target of $205, representing a 28% potential gain [2].