Venture Global Inc (VG)
NYSEEnergyOil & Gas MidstreamSnapshot 2026-10-29
$14.77+2.93%
Close 2026-10-29 · 1-day change
NYSEEnergyOil & Gas MidstreamSnapshot 2026-10-29
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 ThesisRanks in the weakest quality tier of its industry — roughly the bottom 33%, softest on free-cash-flow margins.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 2% on a typical day and fell roughly 40% in its worst 12-month stretch.
View RiskVG’s case rests on expanding LNG exports and sales volumes through new demand and project commissioning. Revenue grew 48% year over year in Q2 FY2026, when reported EPS beat consensus. It trades at 11× P/E versus a 22× peer median, while the desk says expectations look modest versus its view. That valuation gap needs to be earned through export growth. Our model puts the next-quarter miss probability near 30%. A sharp drop from the recent high flags possible thesis repricing. Peer multiples imply a price roughly in line with where it trades (about fair); our read remains intact. This read is provisional.
Trailing returns as of 2026-10-29. 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 Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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 2026-10-29. 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.
Threatens: Increase LNG cargo exports and sales volumes
LNG fees below contract prices threaten export objectives.
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 2026-10-29. EPS is implied from price ÷ P/E. 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.
Threatens: Increase LNG cargo exports and sales volumes
Breach of supply deal impacts LNG cargo exports.
Advances: Increase LNG cargo exports and sales volumes
Increases LNG cargo exports and sales volumes.
Advances: Increase LNG cargo exports and sales volumes
Increased demand from Chinese buyers supports LNG export growth.
Advances: Increase LNG cargo exports and sales volumes
Increased sales volumes from new Chinese buyers.
Advances: Advance construction and commissioning of LNG projects
Advances construction and commissioning of LNG projects.
Advances: Increase LNG cargo exports and sales volumes
Partnership enhances LNG cargo exports and sales volumes.
Advances: Increase LNG cargo exports and sales volumes
Securing long-term demand significantly boosts export growth outlook.
