Venture Global Lowers FY 2025 EBITDA Forecast to $6.18B-$6.24B
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 12 2026
0mins
Source: seekingalpha
- EBITDA Forecast Cut: Venture Global has lowered its FY 2025 adjusted EBITDA forecast to $6.18B-$6.24B from a previous range of $6.35B-$6.5B, which is below the analyst consensus estimate of $6.33B, indicating significant profitability challenges ahead.
- LNG Export Performance: In the December quarter, Venture Global exported 128 cargoes from its LNG facilities, comprising 38 from the Calcasieu Pass LNG facility and 90 from the Plaquemines LNG plant, with total sales reaching 478.3 TBtu at an average fixed liquefaction fee of $5.15/MMBtu, reflecting market pricing volatility.
- Market Influences: The company noted that both the volume and pricing of exported cargoes were affected by fluctuations in Henry Hub prices, international LNG prices, and limited vessel availability in the Atlantic basin, highlighting the complexities of the market environment.
- Maintenance and Scheduling Adjustments: Venture Global pulled forward scheduled maintenance late in the quarter and utilized its fleet of owned and chartered vessels to mitigate the impacts of tight shipping markets, demonstrating proactive measures in response to market challenges.
Analyst Views on VG
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
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
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.
