Repsol and Dolphin Drilling Agreement: Repsol S.A. has signed a contract with Dolphin Drilling for the Borgland Dolphin semi-submersible rig, covering well, plug, and abandonment services for seven wells over at least 220 days, with an option for three additional wells. The operations are set to begin towards the end of 2026.
Borgland Dolphin Rig Details: The Borgland Dolphin rig, currently warm-stacked in Las Palmas, will undergo a mandatory inspection before mobilization. Built in 1977, it can drill to depths of 27,800 feet and operate in water depths of up to 1,476 feet.
Other Energy Sector Highlights: Cheniere Energy has made progress with its LNG projects, while Galp Energia has discovered significant oil reserves in Namibia. Oceaneering International continues to provide integrated technology solutions for the offshore oilfield lifecycle.
Investment Opportunities: The convergence of artificial intelligence and quantum computing is highlighted as a potential wealth-building opportunity, with recommendations for stocks poised to benefit from this technological advancement.
Wall Street analysts forecast LNG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LNG is 274.09 USD with a low forecast of 258.00 USD and a high forecast of 290.00 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.
11 Analyst Rating
Wall Street analysts forecast LNG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LNG is 274.09 USD with a low forecast of 258.00 USD and a high forecast of 290.00 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.
11 Buy
0 Hold
0 Sell
Strong Buy
Current: 206.790
Low
258.00
Averages
274.09
High
290.00
Current: 206.790
Low
258.00
Averages
274.09
High
290.00
Scotiabank
Brandon Bingham
Outperform
maintain
$257 -> $266
2026-01-16
Reason
Scotiabank
Brandon Bingham
Price Target
$257 -> $266
AI Analysis
2026-01-16
maintain
Outperform
Reason
Scotiabank analyst Brandon Bingham raised the firm's price target on Cheniere Energy to $266 from $257 and keeps an Outperform rating on the shares. The firm is updating its price targets for Energy Infrastructure stocks under its coverage, the analyst tells investors. Scotiabank notes tailwinds from strong power demand and LNG exports are driving increased opportunities, leading the firm to believe there is an upward bias to its long-term estimates.
BofA
Buy
downgrade
$274 -> $271
2025-12-11
Reason
BofA
Price Target
$274 -> $271
2025-12-11
downgrade
Buy
Reason
BofA lowered the firm's price target on Cheniere Energy to $271 from $274 and keeps a Buy rating on the shares.
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Scotiabank
Brandon Bingham
Outperform
downgrade
$261 -> $257
2025-11-13
Reason
Scotiabank
Brandon Bingham
Price Target
$261 -> $257
2025-11-13
downgrade
Outperform
Reason
Scotiabank analyst Brandon Bingham lowered the firm's price target on Cheniere Energy to $257 from $261 and keeps an Outperform rating on the shares. The company is updating its price targets for U.S. Midstream stocks under its coverage, the analyst tells investors. The firm notes Q3 earnings highlighted the natural hedge provided by diversification and scale, as companies with multiple business lines, multi-basin exposure, or having the largest footprint within a basin mitigated the impacts of an uncertain macro and volatile/declining commodity prices.
Bernstein
Bob Brackett
Outperform
maintain
$261 -> $266
2025-11-11
Reason
Bernstein
Bob Brackett
Price Target
$261 -> $266
2025-11-11
maintain
Outperform
Reason
Bernstein analyst Bob Brackett raised the firm's price target on Cheniere Energy to $266 from $261 and keeps an Outperform rating on the shares. The firm notes that in the second half of the year so far, Cheniere has bought back about $1B worth of shares, reached substantial completion on CCS3 train 3, and signed a 20-year SPA with JERA for 1MTA of LNG through 2050.
About LNG
Cheniere Energy, Inc. is the producer and exporter of liquefied natural gas (LNG) in the United States. The Company provides clean and secure LNG to integrated energy companies, utilities, and energy trading companies worldwide. It operates two natural gas liquefaction and export facilities at Sabine Pass, Louisiana (Sabine Pass LNG Terminal) and near Corpus Christi, Texas (Corpus Christi LNG Terminal). Sabine Pass LNG Terminal, which has natural gas liquefaction facilities consisting of six operational trains, for a total production capacity of approximately 30 million tons per annum (mtpa) of LNG (the SPL Project). Corpus Christi LNG Terminal near Corpus Christi, Texas, consists of three trains for a total production capacity of approximately 15 mtpa of LNG, three LNG storage tanks and two marine berths. It also owns and operates a 94-mile natural gas supply pipeline that interconnects the Sabine Pass LNG Terminal with several large interstate and intrastate pipelines.
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.
