- Is Cheniere Energy, Inc. (LNG) A Good Stock To Buy Now?
May 13, 2026
Is LNG a good stock to buy? We came across a bullish thesis on Cheniere Energy, Inc. on Imran Almaleh’s Substack. In this article, we will summarize the bulls’ thesis on LNG. Cheniere Energy, Inc.'s share was trading at $261.42 as of May 6th. LNG’s trailing and forward P/E were 11.17 and 18.38 respectively according to Yahoo Finance.Cheniere Energy (LNG) Hits All-Time High on LNG Supply, More Orders from Thailand
Oleksandr Kalinichenko / Shutterstock.com
Cheniere Energy, Inc., an energy infrastructure company, primarily engages in the liquefied natural gas (LNG) related businesses in the United States. (LNG) is the cleanest equity expression of the post-Hormuz LNG supply deficit, yet the market misprices it as a commodity-linked gas exporter rather than a contracted tolling infrastructure asset, creating a valuation disconnect.
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Approximately 95% of volumes are contracted under long-term liquefaction agreements with a weighted average life of around 15 years, generating fixed tolling fees of roughly $2.50 to $3.50 per MMBtu alongside Henry Hub passthrough exposure that neutralizes feedgas volatility.
Post-Hormuz LNG market reflects structural supply shock of roughly 49 million tonnes per annum, equivalent to more than 10% global trade, driven by Qatar North Field disruptions and multi-year delays in US LNG projects including NFE expansions. Demand side, incremental requirements from Europe’s Russian gas replacement, Asia’s energy security buildout, and FSRU deployment in India, Vietnam, Bangladesh, and Pakistan add over 60 million tonnes of LNG demand by 2030.
Financial performance underscores model, with annual EBITDA of approximately $6.9 billion and distributable cash flow above $5 billion, supported by highly visible contracted revenue streams. Forward guidance implies expansion to $6.75–7.25 billion EBITDA and up to $4.85 billion DCF, translating into an 8–11% cash yield over 11% at steady state capacity.
Scenarios suggest base case materially above current levels and bull case approaching upside if LNG tightness persists through 2028, downside remain anchored by contracted cash flows and infrastructure-like stability. Cheniere Energy presents a mispriced infrastructure asset with asymmetric upside driven by supply deficits, contracted earnings visibility, and optional exposure to sustained global LNG price strength.
Previously, we covered a bullish thesis on Kinder Morgan, Inc. (KMI) by Gregg Jahnke in October 2024, which highlighted rising project backlog driven by industrial demand, AI-linked infrastructure growth, and regulatory tailwinds. KMI’s stock price has appreciated by approximately 27.28% since our coverage. Imran Almaleh shares a similar view but emphasizes Cheniere Energy, Inc. as a contracted LNG tolling infrastructure asset benefiting from a post-Hormuz supply deficit and structural demand imbalance.
Story Continues
Cheniere Energy, Inc. is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 81 hedge fund portfolios held LNG at the end of the fourth quarter which was 76 in the previous quarter. While we acknowledge the risk and potential of LNG as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than LNG and that has 10,000% upside potential, check out our report about this cheapest AI stock.
Disclosure: None.
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- Why This Fund Made a $10.8 Million Bet on a Chemical Stock Up 87%
May 13, 2026
Hartree Partners reported a new position in Methanex(NASDAQ:MEOH) on May 12, 2026, acquiring 214,859 shares in an estimated $10.81 million trade based on quarterly average pricing.
What happened
According to a filing with the U.S. Securities and Exchange Commission dated May 12, 2026, Hartree Partners initiated a new position in Methanex by purchasing 214,859 shares. The estimated transaction value was $10.81 million, calculated using the mean unadjusted closing price for the first quarter of 2026. The quarter-end value of the stake increased by $12.79 million, reflecting both the share acquisition and underlying stock price movements.
What else to know
This was a new position for Hartree Partners, LP, representing 2.74% of 13F reportable AUM after the trade. Top holdings after the filing:
NYSE: SGU: $41.76 million (9.1% of AUM) NYSE: VG: $27.41 million (6.0% of AUM) NYSE: OVV: $26.85 million (5.8% of AUM) NASDAQ: HDSN: $22.34 million (4.9% of AUM) NYSE: LNG: $22.15 million (4.8% of AUM) As of May 11, 2026, Methanex shares were priced at $63.35, up 87% over the past year and vastly outperforming the S&P 500’s roughly 26% gain in the same period.
Company Overview
Metric Value Revenue (TTM) $3.67 billion Net Income (TTM) ($44.85 million) Dividend Yield 1.14% Price (as of market close May 11, 2026) $63.35
Company Snapshot
MEOH produces and supplies methanol globally, with revenue generated from direct production, offtake contracts, and spot market purchases. The firm operates an integrated model encompassing methanol manufacturing, logistics, storage, and a proprietary fleet of ocean-going vessels to deliver product worldwide. It serves chemical and petrochemical producers in North America, Asia Pacific, Europe, and South America as primary customers.
Methanex supplies methanol globally and operates an extensive logistics and distribution network to serve industrial customers worldwide. The company’s integrated approach—from production to delivery—encompasses global reach, supply chain expertise, and long-standing customer relationships.
What this transaction means for investors
What this purchase ultimately seems like is a bet that the methanol cycle still has room to run. Hartree already has exposure to energy and commodity-linked businesses across its portfolio, and Methanex gives it another way to benefit from tightening petrochemical markets and rising global pricing.
The timing is notable. Methanex’s latest earnings release showed first-quarter adjusted EBITDA climbed to $220 million from $186 million in the prior quarter, while average realized methanol prices rose to $351 per tonne from $331 in the fourth quarter. Even more important, management said April and May realized prices are now expected to land between $500 and $525 per tonne, a massive jump tied partly to disruptions in Middle East supply chains.
The company also produced 2.39 million tonnes of methanol during the quarter and ended March with $379 million in cash after repaying $60 million in debt. Management continues prioritizing deleveraging while integrating its Beaumont assets and expanding operational efficiency across North America. The key question is whether today’s pricing surge proves temporary or signals a more durable supply imbalance.
Story Continues
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Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Cheniere Energy. The Motley Fool recommends Methanex. The Motley Fool has a disclosure policy.
Why This Fund Made a $10.8 Million Bet on a Chemical Stock Up 87% was originally published by The Motley Fool
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- Exclusive: Eni explores potential LNG assets deal with big funds, sources say
May 12, 2026 · reuters.com
Italian energy group Eni has asked Morgan Stanley to help it to raise funds from investment firms such as Apollo, KKR and Stonepeak in a possible deal backed by its floating liquefied natural gas (FLNG) assets, three people familiar with the matter said.
- Cheniere Energy Q1 Earnings Call Highlights
May 11, 2026
Cheniere Energy logo
Key Points
Interested in Cheniere Energy, Inc.? Here are five stocks we like better. Cheniere raised its full-year 2026 outlook after reporting first-quarter adjusted EBITDA of more than $2.3 billion and distributable cash flow of about $1.7 billion. It now expects 2026 adjusted EBITDA of $7.25 billion to $7.75 billion and DCF of $4.75 billion to $5.25 billion, citing higher production and stronger margins. Record LNG exports and project progress supported the improved outlook, with 187 cargoes shipped in the quarter and production guidance lifted to 52 million to 54 million tons. Corpus Christi Stage 3 is nearly finished, while additional expansion projects at Corpus Christi and Sabine Pass remain on track. Executives said Middle East disruptions have tightened global LNG markets, boosting demand for reliable U.S. supply and shifting cargoes toward Asia. Cheniere expects the LNG market to stay tighter in 2026 and structurally constrained in 2027 before new supply comes online later in the decade.
3 Energy Stocks to Watch Now as LNG Demand Surges
Cheniere Energy (NYSE:LNG) raised its full-year 2026 financial outlook after reporting higher first-quarter adjusted results, record LNG exports and stronger production expectations, while executives said geopolitical disruptions in the Middle East have tightened global LNG markets and reinforced demand for reliable U.S. supply.
President and CEO Jack Fusco said the quarter unfolded against a sharply changed energy backdrop following the war in Iran, the closure of the Strait of Hormuz and damage to part of QatarEnergy’s LNG facility at Ras Laffan. He said the disruptions have highlighted “the criticality of supply security in a diversified portfolio” and increased pressure on LNG availability and pricing.
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“What we sell at Cheniere is access to a secure, reliable, and affordable product that provides the energy to power homes, businesses, and economies,” Fusco said.
Cheniere Raises 2026 EBITDA and Cash Flow Guidance
Cheniere reported first-quarter consolidated adjusted EBITDA of more than $2.3 billion and distributable cash flow of approximately $1.7 billion. The company said it exported 187 LNG cargoes during the quarter, exceeding the prior record set in the fourth quarter of 2025.
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For the full year, Cheniere increased its consolidated adjusted EBITDA guidance to a range of $7.25 billion to $7.75 billion and distributable cash flow guidance to $4.75 billion to $5.25 billion. CFO Zach Davis said the midpoint increases of $500 million for EBITDA and $400 million for distributable cash flow reflect a higher production forecast, improved margin outlook and optimization activity already locked in during the year.
Story Continues
The company now expects 2026 LNG production of approximately 52 million to 54 million tons, up by about 1 million tons from its prior forecast. Davis said Cheniere has less than 1 million tons, or less than 50 TBtu, of unsold open volumes remaining for 2026, meaning a $1 change in market margins would affect EBITDA by less than $50 million for the year.
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Cheniere also reported a first-quarter net loss of approximately $3.5 billion, which Davis attributed primarily to unrealized, non-cash derivative impacts related mainly to long-term integrated production marketing agreements and accounting mismatches between natural gas purchases and LNG sales. Adjusting for those derivative losses and related tax and non-controlling interest impacts, Davis said adjusted net income was approximately $1 billion.
Record Exports and Project Execution Drive Outlook
Fusco said improved operational reliability was supported by efforts to address feed gas composition-related challenges that affected the company last year. He said Cheniere’s operations team identified root causes, implemented solutions and increased utilization across its sites.
The Corpus Christi Stage 3 project is approximately 97% complete. Cheniere achieved substantial completion on Train 5 in March, while Trains 6 and 7 remain on track for substantial completion in the summer and fall, respectively. Fusco said each is tracking a few weeks ahead of the schedule that informed the company’s initial 2026 production forecast, and first LNG from Train 6 was expected within days of the call.
The company’s mid-scale Trains 8 and 9 and debottlenecking project is approximately 37% complete. Fusco said piling is nearly complete, with about 8,000 piles driven, structural steel has begun going up and the next major construction milestone is first above-ground piping.
Cheniere is also advancing expansion plans at both Sabine Pass and Corpus Christi. Fusco said the company expects to begin issuing limited notices to proceed for the first phase of the Sabine Pass expansion, Train 7, after finalizing an EPC contract with Bechtel. At Corpus Christi, the company received a scheduling notice from the Federal Energy Regulatory Commission for the CCL expansion project, supporting its expectation for FERC approval in the first half of 2027.
Capital Allocation Includes Buybacks, Dividends and Debt Management
During the quarter, Cheniere repurchased approximately 2.7 million shares for about $535 million and declared a dividend of $0.555 per share. Davis said the company has more than $9 billion remaining under its current repurchase authorization and is targeting approximately 175 million shares outstanding around the end of the decade.
Davis said Cheniere remains committed to growing its dividend by about 10% annually through the end of the decade. The company also repaid more than $250 million of indebtedness during the quarter, fully redeeming remaining SPL 2026 notes and amortizing part of SPL 2037 notes.
In March, Cheniere issued $1 billion of 2036 notes and $750 million of 2056 notes at CEI, including its first 30-year issuance. The company used part of the proceeds to prepay $550 million drawn on its Corpus Christi term loan and cancel an additional $600 million of unused commitments.
Executives See Tighter LNG Markets After Middle East Disruption
Executive Vice President and Chief Commercial Officer Anatol Feygin said the closure of the Strait of Hormuz is disrupting approximately 7 million tons of LNG supply per month, or about 100 cargoes. He said first-quarter disruptions, including reduced U.S. exports during Winter Storm Finn and outages in Australia following Cyclone Neville, displaced nearly 8 million tons of supply.
Feygin said the Middle East disruption caused a sharp repricing across regional gas markets and shifted destination-flexible U.S. cargoes toward Asia. He said the market has highlighted “a key advantage of U.S. LNG” during periods of imbalance.
In Europe, Feygin said storage levels exited winter near five-year lows, with the region needing almost 10 million tons more LNG than last year to reach minimum storage levels of 80%, and about 15 million tons more to reach historical levels of 90%.
Feygin said Cheniere expects the LNG market to remain tighter than previously forecast in 2026 and more structurally constrained in 2027 before new projects in the U.S. and elsewhere help increase supply later in the decade. He said the global LNG market is still expected to grow to approximately 600 million tons by around 2030.
“The underlying need for reliable, long-term LNG supply and the agreements that enable it is only being reinforced,” Feygin said.
About Cheniere Energy (NYSE:LNG)
Cheniere Energy, Inc is a U.S.-based energy company that develops, owns and operates liquefied natural gas (LNG) infrastructure and markets LNG to global customers. The company's core activities include natural gas liquefaction, long‑term and short‑term LNG sales and marketing, and the associated midstream services required to move gas from production basins to international markets. Cheniere focuses on converting domestic natural gas into LNG for export, providing a bridge between North American supply and overseas demand.
Cheniere's principal operating assets are large-scale LNG export terminals located on the U.S.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.
The article "Cheniere Energy Q1 Earnings Call Highlights" was originally published by MarketBeat.
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- Cheniere Energy Q1 Earnings Call Highlights
May 11, 2026 · marketbeat.com
Cheniere Energy NYSE: LNG raised its full-year 2026 financial outlook after reporting higher first-quarter adjusted results, record LNG exports and stronger production expectations, while executives said geopolitical disruptions in the Middle East have tightened global LNG markets and reinforced demand for reliable U.S. supply.
- European Gas Prices Rise on Stalled Peace Talks But LNG Transits Limit Gains
May 11, 2026 · wsj.com
European natural-gas prices rose as stalled U.S.-Iran talks fueled concerns over prolonged disruptions to global energy markets.
- Woodside Energy's delayed Browse LNG project expected to cost $35 billion
May 11, 2026 · reuters.com
Woodside Energy's long-delayed Browse liquefied natural gas project is now expected to cost A$48.7 billion ($35.2 billion), according to a new report commissioned by the company.
- Earnings Scoreboard: 82% of firms post Y/Y earnings growth, 88% of S&P 500 reporting firms top EPS estimates
May 9, 2026
[Close up image of wooden cubes with alphabet Q1 on office desk.]
mohd izzuan
S&P 500 earnings accelerated this week with over 125 index members reporting. Key companies such as Disney (DIS [https://seekingalpha.com/symbol/DIS]), Cheniere Energy (LNG [https://seekingalpha.com/symbol/LNG]), Advanced Micro Devices (AMD [https://seekingalpha.com/symbol/AMD]), and Berkshire Hathaway (BRK.B [https://seekingalpha.com/symbol/BRK.B]), and others provided a window into corporate margins and sector health amid changing economic conditions.
EARNINGS ROUNDUP:
BOTTOM LINE: Out of the 125 companies reporting, 110 exceeded EPS expectations, 13 fell short, and 2 met estimates. Notably, 103 firms posted year-over-year earnings growth.
TOP LINE: Performance remained robust on the revenue front, with 100 companies topping estimates while 25 missed. On a year-over-year basis, 109 of the companies reported revenue expansion.
[Seeking Alpha]
Seeking Alpha (Seeking Alpha)
LET’S TAKE A LOOK AT SOME OF THE COMPANIES THAT REPORTED EARNINGS THIS WEEK:
Advanced Micro Devices (AMD [https://seekingalpha.com/symbol/AMD]) led the technology charge with a robust revenue beat [https://seekingalpha.com/news/4586189-amd-non-gaap-eps-of-1_37-beats-by-0_08-revenue-of-10_25b-beats-by-330m] of $10.3 billion and an adjusted EPS of $1.37, supported by a 57% surge in Data Center sales and a Q2 revenue outlook of $11.2 billion.
Pfizer (PFE [https://seekingalpha.com/symbol/PFE]) reported $14.45 billion in revenue [https://seekingalpha.com/news/4585466-pfizer-beats-q1-street-views] and an adjusted EPS of $0.75, reaffirming its full-year guidance.
Gilead Sciences (GILD [https://seekingalpha.com/symbol/GILD]) surpassed expectations [https://seekingalpha.com/news/4589262-gilead-slips-despite-q1-beats-now-expects-2026-loss-per-share] with $7.0 billion in revenue and raised a full-year product sales target of up to $30.4 billion.
Disney (DIS [https://seekingalpha.com/symbol/DIS]) maintained its momentum by reporting $25.17 billion in revenue [https://seekingalpha.com/news/4586749-disney-non-gaap-eps-of-1_57-beats-by-0_07-revenue-of-25_17b-beats-by-320m] and raising its annual EPS growth target to 12%.
Palantir (PLTR [https://seekingalpha.com/symbol/PLTR]) delivered an explosive 85% year-over-year revenue jump [https://seekingalpha.com/news/4585098-palantir-non-gaap-eps-of-0_33-beats-by-0_05-revenue-of-1_63b-beats-by-90m] to $1.63 billion alongside a raised 2026 outlook.
McDonald's (MCD [https://seekingalpha.com/symbol/MCD]) topped forecasts [https://seekingalpha.com/news/4588259-mcdonalds-non-gaap-eps-of-2_83-beats-by-0_09-revenue-of-6_52b-beats-by-50m] with $6.52 billion in revenue and $2.83 EPS, driven by strategic pricing.
Uber (UBER [https://seekingalpha.com/symbol/UBER]) reported largely in-line results [https://seekingalpha.com/news/4586754-uber-non-gaap-eps-of-072-beats-by-003-revenue-of-132b-misses-by-60m] with $13.20 billion in revenue and an EPS of $0.72. The energy sector faced more volatility.
Occidental Petroleum (OXY [https://seekingalpha.com/symbol/OXY]) delivered a strong earnings beat [https://seekingalpha.com/news/4586199-occidental-petroleum-non-gaap-eps-of-1_06-beats-by-0_47-revenue-of-5_23b-misses-by-440m] of $1.06 EPS but missed on revenue at $5.11 billion.
Cheniere Energy (LNG [https://seekingalpha.com/symbol/LNG]) reports a top-line beat [https://seekingalpha.com/news/4588358-cheniere-energyeps-of-3_50-revenue-of-5_87b-beats-by-20m] of $5.87 billion while raising its 2026 EBITDA guidance despite non-cash derivative losses.
Berkshire Hathaway (BRK.A [https://seekingalpha.com/symbol/BRK.A]) saw its operating earnings climb [https://seekingalpha.com/news/4584443-berkshire-hathaway-reports-q1-2026-results] 17.7% to $11.3 billion.
Realty Income (O [https://seekingalpha.com/symbol/O]) reinforced its stability by raising its 2026 AFFO per share guidance [https://seekingalpha.com/news/4587498-realty-income-q1-earnings-revenue-top-consensus-but-full-year-guidance-disappoints] following a $1.55 billion revenue performance.
Super Micro Computer (SMCI [https://seekingalpha.com/symbol/SMCI]) reported a challenging start to the year with $10.2B in revenue [https://seekingalpha.com/news/4586153-super-micro-computer-non-gaap-eps-of-0_84-beats-by-0_22-revenue-of-10_2b-misses-by-2_25b], missing expectations, but significantly raised its full-year 2026 revenue guidance in the range of $38.9 billion to $40.4 billion vs. $41.47B consensus, citing record demand for AI compute infrastructure.
EARNINGS NEXT WEEK
As the Q1 earnings season is moving into mid-May, the coming week features a high-stakes slate of reports spanning the technology, e-commerce, materials, and real estate sectors.
Investors will be closely monitoring results from Barrick Gold (B [https://seekingalpha.com/symbol/B]), Plug Power (PLUG [https://seekingalpha.com/symbol/PLUG]), and Simon Property Group (SPG [https://seekingalpha.com/symbol/SPG]) to start the week, followed by a heavy focus on international growth via Sea Limited (SE [https://seekingalpha.com/symbol/SE]), JD.com (JD [https://seekingalpha.com/symbol/JD]), Alibaba (BABA [https://seekingalpha.com/symbol/BABA]), and Tencent (TCEHY [https://seekingalpha.com/symbol/TCEHY]).
Finally, reports from Cisco Systems (CSCO [https://seekingalpha.com/symbol/CSCO]) and Applied Materials (AMAT [https://seekingalpha.com/symbol/AMAT]) will provide critical insights into global enterprise spending and the durability of the AI-driven technology cycle.
MORE ON MARKETS:
* Realty Income Q1 Earnings: Topline Growth Met Flat FFO Per Share (Rating Downgrade) [https://seekingalpha.com/article/4901114-realty-income-q1-topline-growth-met-flat-ffo-per-share-downgrade-hold]
* Gilead Sciences, Inc. (GILD) Q1 2026 Earnings Call Transcript [https://seekingalpha.com/article/4900864-gilead-sciences-inc-gild-q1-2026-earnings-call-transcript]
* Greg Abel's Berkshire Hathaway: Efficiency Over Philosophy [https://seekingalpha.com/article/4901071-greg-abels-berkshire-hathaway-q1-efficiency-over-philosophy]
* Lyft emerges as one of the cheapest ride hailing stocks as per SA valuation grades [https://seekingalpha.com/news/4589756-lyft-emerges-as-one-of-the-cheapest-ride-hailing-stocks-as-per-sa-valuation-grades]
* Lime files for IPO as Uber-backed scooter startup expands growth [https://seekingalpha.com/news/4589727-lime-files-for-ipo-as-uber-backed-scooter-startup-expands-growth]
- Record LNG Quarter And Corpus Christi Progress Test Cheniere Valuation Case
May 9, 2026
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Cheniere Energy reported a record quarter for LNG exports alongside higher full year financial guidance. The company highlighted strong progress on its Corpus Christi expansion, including completion of a major train at the site. Management linked these updates to resilient operations and firm LNG demand following recent global market disruptions.
For investors watching NYSE:LNG, the latest update puts hard numbers and assets behind Cheniere Energy's role as a large US LNG exporter. The stock trades around $246.78, with a return of 24.8% year to date and 72.5% over 3 years. Over the past month, shares have seen a 13.2% decline, including a 10.2% drop in the last week, which underscores how price volatility can persist even alongside operational progress.
Record exports, progress at Corpus Christi and the raised full year guidance highlight a company leaning into its existing footprint rather than standing still during global LNG disruptions. For investors, the focus is likely to be on how consistently Cheniere Energy can run these expanded assets and what that could mean for future cash generation and capital allocation decisions.
Stay updated on the most important news stories for Cheniere Energy by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Cheniere Energy.NYSE:LNG Earnings & Revenue Growth as at May 2026
3 things going right for Cheniere Energy that this headline doesn't cover.
Quick Assessment
✅ Price vs Analyst Target: The stock at US$246.78 trades about 18.5% below the US$303 analyst consensus target. ✅ Simply Wall St Valuation: Simply Wall St currently views the shares as undervalued, trading 36.4% below its estimate of fair value. ❌ Recent Momentum: The 30 day return of about 13.2% decline shows weak short term momentum despite the strong operational update.
There is only one way to know the right time to buy, sell or hold Cheniere Energy. Head to Simply Wall St's company report for the latest analysis of Cheniere Energy's Fair Value.
Key Considerations
📊 Record LNG exports, higher full year guidance and Corpus Christi progress all feed into how you weigh earnings power against the current P/E of about 35.5. 📊 Watch how guidance evolves, utilization at the expanded Corpus Christi facility and any changes in analyst targets around the current US$303 consensus. ⚠️ The company carries a high level of debt and profit margins of 7.3% are well below the industry average margin of 21.6%.
Dig Deeper
For the full picture including more risks and rewards, check out the complete Cheniere Energy analysis. Alternatively, you can check out the community page for Cheniere Energy to see how other investors believe this latest news will impact the company's narrative.
Story Continues
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include LNG.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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- Cheniere Energy (NYSE:LNG) Could Be A Buy For Its Upcoming Dividend
May 8, 2026
Regular readers will know that we love our dividends at Simply Wall St, which is why it's exciting to see Cheniere Energy, Inc. (NYSE:LNG) is about to trade ex-dividend in the next two days. The ex-dividend date is one business day before a company's record date, which is the date on which the company determines which shareholders are entitled to receive a dividend. The ex-dividend date is an important date to be aware of as any purchase of the stock made on or after this date might mean a late settlement that doesn't show on the record date. This means that investors who purchase Cheniere Energy's shares on or after the 11th of May will not receive the dividend, which will be paid on the 19th of May.
The company's next dividend payment will be US$0.555 per share, and in the last 12 months, the company paid a total of US$2.22 per share. Last year's total dividend payments show that Cheniere Energy has a trailing yield of 0.9% on the current share price of US$246.78. If you buy this business for its dividend, you should have an idea of whether Cheniere Energy's dividend is reliable and sustainable. We need to see whether the dividend is covered by earnings and if it's growing.
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Dividends are typically paid out of company income, so if a company pays out more than it earned, its dividend is usually at a higher risk of being cut. Fortunately Cheniere Energy's payout ratio is modest, at just 31% of profit. That said, even highly profitable companies sometimes might not generate enough cash to pay the dividend, which is why we should always check if the dividend is covered by cash flow. Luckily it paid out just 21% of its free cash flow last year.
It's positive to see that Cheniere Energy's dividend is covered by both profits and cash flow, since this is generally a sign that the dividend is sustainable, and a lower payout ratio usually suggests a greater margin of safety before the dividend gets cut.
View our latest analysis for Cheniere Energy
Click here to see the company's payout ratio, plus analyst estimates of its future dividends.NYSE:LNG Historic Dividend May 8th 2026
Have Earnings And Dividends Been Growing?
Businesses with strong growth prospects usually make the best dividend payers, because it's easier to grow dividends when earnings per share are improving. If business enters a downturn and the dividend is cut, the company could see its value fall precipitously. It's encouraging to see Cheniere Energy has grown its earnings rapidly, up 33% a year for the past five years. Earnings per share have been growing very quickly, and the company is paying out a relatively low percentage of its profit and cash flow. Companies with growing earnings and low payout ratios are often the best long-term dividend stocks, as the company can both grow its earnings and increase the percentage of earnings that it pays out, essentially multiplying the dividend.
Story Continues
Another key way to measure a company's dividend prospects is by measuring its historical rate of dividend growth. In the past five years, Cheniere Energy has increased its dividend at approximately 11% a year on average. It's exciting to see that both earnings and dividends per share have grown rapidly over the past few years.
Final Takeaway
Is Cheniere Energy worth buying for its dividend? We love that Cheniere Energy is growing earnings per share while simultaneously paying out a low percentage of both its earnings and cash flow. These characteristics suggest the company is reinvesting in growing its business, while the conservative payout ratio also implies a reduced risk of the dividend being cut in the future. Overall we think this is an attractive combination and worthy of further research.
While it's tempting to invest in Cheniere Energy for the dividends alone, you should always be mindful of the risks involved. To help with this, we've discovered 3 warning signs for Cheniere Energy that you should be aware of before investing in their shares.
A common investing mistake is buying the first interesting stock you see. Here you can find a full list of high-yield dividend stocks.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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