Análisis opcionales del producto
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Cheniere Energy, Inc.'s published Strong Buy conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $55.8B | |
|---|---|---|
| Revenue (ttm) | 20.9B | |
| Net income (ttm) | 2.9B | |
| EPS (ttm) | $13.6 | |
| Shares out | 206.5M | |
| P/E (trailing) | 21.9x | |
| P/E (forward) | 13.5x | |
| Dividend | $2.22 (0.75%) | |
| Volume | 1,838,344 | |
| Beta | 0.06 |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $17.53B | $33.31B | $19.78B | $15.41B | $19.46B | +2.6% |
| Gross profit | $5.62B | $11.53B | $8.12B | $5.29B | $5.69B | +0.3% |
| Operating income | $-701.0M | $4.56B | $15.49B | $6.13B | $9.11B | — |
| Net income | $-2.34B | $1.43B | $9.88B | $3.25B | $5.33B | — |
| EPS (diluted) | $-9.25 | $5.64 | $40.72 | $14.20 | $24.13 | — |
| EBITDA | $564.0M | $6.23B | $17.54B | $8.20B | $11.18B | +111.0% |
| R&D | $7.0M | $16.0M | — | — | — | +128.6% |
| SG&A | $325.0M | $416.0M | $474.0M | $441.0M | $383.0M | +4.2% |
Recent company headlines from major financial publishers.
In the base scenario, Cheniere's multi-train expansion proceeds according to company guidance, with all Stage Three trains reaching full commercial operations in FY2027,. Revenue expands through FY2027 and reaches steady-state scale by FY2030, while operating margins normalize as peak spot premiums moderate. Capital expenditures drop from peak levels of the construction build toward steady-state maintenance capex by FY2030, unlocking multi-billion-dollar annual free cash flow. This supports our Fair value of $443.29, representing 64.2% return relative to the share price of $269.95 (as of 2026-10-02).
In the bull scenario, European gas supply diversification intensifies while Asian restocking demand accelerates, driving international cargo arbitrage spreads higher. Corpus Christi Stage 3 expansion trains achieve commercial operation ahead of schedule in FY2027, boosting total liquefaction output and driving consolidated revenue toward the upper analyst estimate of $25,903M. High spot marketing netbacks on uncontracted cargoes lift operating margins, allowing diluted EPS to reach $29.72. Capital expenditures taper quickly toward maintenance levels, releasing substantial free cash flow for accelerated share repurchases and balance-sheet de-leveraging.
| Ke ↓ / g → | 2.0% | 2.3% | 2.5% | 2.8% | 3.0% |
|---|---|---|---|---|---|
| 5.1% | $514 | $544 | $579 | $622 | $676 |
| 5.6% | $457 | $478 | $503 | $533 | $567 |
| 6.1% | $413 | $429 | $443 | $469 | $493 |
| 6.6% | $378 | $391 | $405 | $421 | $439 |
| 7.1% | $350 | $360 | $371 | $383 | $397 |
Upcoming earnings date and setup when available.
La calificación que llevaba la edición de análisis publicada cada mes. Una calificación compara el precio en la fecha del análisis con el valor razonable; no es un registro de si la valoración acertó.
| Año | ene | feb | mar | abr | may | jun | jul | ago | sept | oct | nov | dic |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
