TD Cowen Increases Cheniere Energy (NYSE:LNG) Price Target to $255.00

Cheniere Energy (NYSE:LNG) had its target price boosted by research analysts at TD Cowen from $250.00 to $255.00 in a research note issued to investors on Friday, Marketbeat Ratings reports. The brokerage currently has a “buy” rating on the energy company’s stock. TD Cowen’s target price points to a potential upside of 8.22% from the company’s current price.

LNG has been the subject of several other reports. Erste Group Bank downgraded Cheniere Energy from a “buy” rating to a “hold” rating in a report on Monday, November 10th. Zacks Research cut shares of Cheniere Energy from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 4th. Wolfe Research set a $220.00 price objective on shares of Cheniere Energy and gave the stock an “outperform” rating in a research report on Wednesday, January 14th. Morgan Stanley set a $236.00 target price on shares of Cheniere Energy and gave the company an “equal weight” rating in a report on Tuesday. Finally, Royal Bank Of Canada lowered their price target on Cheniere Energy from $282.00 to $271.00 and set an “outperform” rating on the stock in a report on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and four have given a Hold rating to the company. According to MarketBeat, Cheniere Energy presently has a consensus rating of “Moderate Buy” and an average target price of $262.50.

Cheniere Energy Stock Performance

Shares of LNG stock opened at $235.64 on Friday. The firm has a 50 day moving average of $207.35 and a two-hundred day moving average of $216.34. The stock has a market capitalization of $50.72 billion, a PE ratio of 9.70 and a beta of 0.27. The company has a quick ratio of 0.81, a current ratio of 0.94 and a debt-to-equity ratio of 1.94. Cheniere Energy has a 52 week low of $186.20 and a 52 week high of $246.42.

Cheniere Energy (NYSE:LNG) last posted its quarterly earnings results on Thursday, February 26th. The energy company reported $10.68 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.90 by $6.78. Cheniere Energy had a return on equity of 33.56% and a net margin of 26.68%.The company had revenue of $5.45 billion for the quarter, compared to analyst estimates of $5.48 billion. During the same quarter last year, the company earned $4.33 EPS. Cheniere Energy’s revenue for the quarter was up 22.9% compared to the same quarter last year. On average, research analysts predict that Cheniere Energy will post 11.69 EPS for the current fiscal year.

Cheniere Energy declared that its Board of Directors has authorized a share buyback program on Thursday, February 26th that allows the company to buyback $10.00 billion in outstanding shares. This buyback authorization allows the energy company to buy up to 21.1% of its shares through open market purchases. Shares buyback programs are typically a sign that the company’s board of directors believes its stock is undervalued.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Assetmark Inc. boosted its stake in Cheniere Energy by 718.1% in the 2nd quarter. Assetmark Inc. now owns 1,669 shares of the energy company’s stock worth $406,000 after buying an additional 1,465 shares during the last quarter. Railway Pension Investments Ltd lifted its holdings in shares of Cheniere Energy by 62.9% during the 3rd quarter. Railway Pension Investments Ltd now owns 777,200 shares of the energy company’s stock worth $182,626,000 after acquiring an additional 300,100 shares during the period. M&G PLC boosted its position in shares of Cheniere Energy by 49.6% in the third quarter. M&G PLC now owns 556,285 shares of the energy company’s stock worth $130,727,000 after acquiring an additional 184,520 shares during the last quarter. Allianz Asset Management GmbH grew its holdings in Cheniere Energy by 12.6% in the third quarter. Allianz Asset Management GmbH now owns 1,460,762 shares of the energy company’s stock valued at $343,250,000 after purchasing an additional 163,861 shares during the period. Finally, Baird Financial Group Inc. increased its position in Cheniere Energy by 9.5% during the second quarter. Baird Financial Group Inc. now owns 97,267 shares of the energy company’s stock worth $23,686,000 after purchasing an additional 8,449 shares during the last quarter. 87.26% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Cheniere Energy

Here are the key news stories impacting Cheniere Energy this week:

• Positive Sentiment: Board authorizes a massive share buyback program — management approved up to $10.0 billion in repurchases (about 21.1% of shares), a clear capital-return signal that typically supports the share price. Press Release
• Positive Sentiment: Strong 2025 operating and financial results: company reported record LNG exports, a large year-over-year revenue increase and robust quarterly earnings metrics that management highlighted in its 2025 results and guidance. These fundamentals underpin upgraded sentiment. Earnings Release
• Positive Sentiment: Export and contract expansion: U.S. DOE approved a ~12% export increase at Corpus Christi and Cheniere signed long-term sales with CPC (extending contracted revenues), supporting longer-term cash flow visibility. Export Approval CPC Deal
• Positive Sentiment: Analyst bullishness: Barclays raised its price target to $271 (overweight) and TD Cowen raised its target to $255 (buy), reinforcing buy-side momentum. Analyst Coverage
• Neutral Sentiment: Growth pipeline progressing: Cheniere has filed for a Stage 4 Corpus Christi expansion and is advancing Sabine Pass projects — positive long-term capacity moves but subject to execution and multi-year timelines. Growth Plans
• Neutral Sentiment: Mixed headlines on quarterly metrics: some outlets flagged an EPS miss under certain measures while company releases showed strong adjusted results — the GAAP vs. adjusted framing creates short-term noise for traders. Earnings Coverage
• Negative Sentiment: Tax-credit controversy: Reuters reported Cheniere received a $370M “alternative fuel” tax break for LNG used in tankers, which critics say was intended for much smaller vessels — this could prompt regulatory scrutiny or reputational damage. Tax Break Story

Cheniere Energy Company Profile

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.