Venture Global Inc's stock rose by 7.29% and reached a 20-day high despite the broader market's slight decline.
The company has lowered its FY 2025 adjusted EBITDA forecast to $6.18B-$6.24B, down from a previous estimate of $6.35B-$6.5B, which is below analyst expectations. This adjustment reflects significant profitability challenges, particularly influenced by fluctuations in LNG pricing and export volumes. The company exported 128 cargoes in the December quarter, but noted that both volume and pricing were impacted by market volatility and limited vessel availability.
This forecast cut may raise concerns among investors about the company's future profitability, but the stock's rise suggests that some investors may be optimistic about the company's proactive measures to address market challenges.
Wall Street analysts forecast VG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for VG is 11.89 USD with a low forecast of 8.00 USD and a high forecast of 18.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
9 Analyst Rating
Wall Street analysts forecast VG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for VG is 11.89 USD with a low forecast of 8.00 USD and a high forecast of 18.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Buy
4 Hold
0 Sell
Moderate Buy
Current: 8.480
Low
8.00
Averages
11.89
High
18.00
Current: 8.480
Low
8.00
Averages
11.89
High
18.00
Wells Fargo
Michael Blum
Equal Weight
downgrade
$11 -> $8
Al Analysis
2025-12-15
Reason
Wells Fargo
Michael Blum
Price Target
$11 -> $8
Al Analysis
2025-12-15
downgrade
Equal Weight
Reason
Wells Fargo analyst Michael Blum lowered the firm's price target on Venture Global to $8 from $11 and keeps an Equal Weight rating on the shares. The firm cites lower forward TTF/JKM prices in 2026-2027, and later assumed commencement of share repurchases.
BofA
Buy
downgrade
$15 -> $11
2025-12-11
Reason
BofA
Price Target
$15 -> $11
2025-12-11
downgrade
Buy
Reason
BofA lowered the firm's price target on Venture Global to $11 from $15 and keeps a Buy rating on the shares. The valuations of the refiners "have surprised us this year" as it felt like "a perfect storm of likely temporary drivers," including Ukraine-Russia drone strikes, more Russia sanctions, high European gas prices, and slower than expected ramp of new refineries, the analyst tells investors. It seems that some resolution is getting more likely in 2026 and the potential end of the conflict would also have the effect of sending more Russian pipeline gas to Europe, the analyst added. This risk, plus the looming oversupply of LNG, causes the firm to lower its 2029/30 arb, which slows growth and lowers its price target for Venture.
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JPMorgan
Overweight
downgrade
$16 -> $10
2025-11-26
Reason
JPMorgan
Price Target
$16 -> $10
2025-11-26
downgrade
Overweight
Reason
JPMorgan lowered the firm's price target on Venture Global to $10 from $16 and keeps an Overweight rating on the shares. The firm revised the company's model to reflect the latest spreads and arbitration impact.
Citi
Spiro Dounis
Neutral
downgrade
$16 -> $9
2025-11-24
Reason
Citi
Spiro Dounis
Price Target
$16 -> $9
2025-11-24
downgrade
Neutral
Reason
Citi analyst Spiro Dounis lowered the firm's price target on Venture Global to $9 from $16 and keeps a Neutral rating on the shares. The firm reduced estimates to reflect lower liquified natural gas prices.
About VG
Venture Global, Inc. is a provider of the United States liquefied natural gas (LNG) sourced from North American natural gas basins. The Company's business includes assets across the LNG supply chain, including LNG production, natural gas transport, shipping and regasification. The Company sells LNG and is engaged in the operation, construction, and development of natural gas liquefaction and export facilities in North America (LNG projects). Each LNG project includes a liquefaction facility and export terminal and one or more associated pipelines that interconnect with several interstate and intrastate pipelines for delivery of natural gas into the associated liquefaction facility and export terminal. The Company has multiple segments, including the Company's five LNG projects: the Calcasieu Project, the Plaquemines Project, the CP2 Project, the CP3 Project and the Delta Project, and its direct sales and shipping (DS&S) business and pipeline activities.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
