Venture Global Inc (VG)
NYSEEnergyOil & Gas MidstreamSnapshot 2026-09-14
NYSEEnergyOil & Gas MidstreamSnapshot 2026-09-14
Research Workspace
Put VG beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Energy is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look high — what the market is pricing in runs ahead of what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 3% on a typical day and fell roughly 60% in its worst 12-month stretch.
View RiskVenture Global's growth in LNG cargo exports and sales volumes must continue to justify the price. Revenue increased 48% year over year, and the last quarter beat expectations. It trades at 12.5× P/E versus a peer median of 23.1×, indicating the market prices in more growth than forecast. If VG reverses and cuts guidance after recently raising it, that would hurt credibility. Peer multiples imply a price about 14% below where it trades (it looks expensive on this basis). Our read is provisional.
Trailing returns as of 2026-09-14. VG is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 19 analysts currently covering VG (as of Sep 2026).
Based on 5 Wall Street analysts offering 12-month price targets for VG in the last 4 months.
Continue this research
Compare VG with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| VG Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 8 valuation methods, at three horizons. As of 2026-09-14. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Oil & Gas Storage & Transportation — fair value, gap to price, and forward P/E.
Compare the value case
Put VG next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Increase Consolidated Adjusted EBITDA guidance for 2026
Strengthened gas markets support increased EBITDA guidance.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-14. EPS is implied from price ÷ P/E. Not investment advice.
Current $15.27
The last 12 months of price, then the range of analyst 12-month targets from today’s $15.27.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.

Advances: Raise capital through debt financing to support growth
Secures funding to support growth initiatives.

Advances: Advance construction and commissioning of LNG projects
Confirms LNG project timelines, supporting construction objectives.

Advances: Increase Consolidated Adjusted EBITDA guidance for 2026
Raised guidance indicates strong future earnings potential.

Advances: Increase LNG cargo exports and sales volumes
Record earnings support increased LNG cargo exports and sales volumes.

Advances: Increase operating income
Significant revenue increase supports operating income growth objective.

Advances: Increase cargo range guidance for 2026
Record EBITDA and raised guidance support growth objectives.

Advances: Increase operating income
Increased profit forecast supports operating income growth objective.
