Venture Global, Inc.

NYSE:VG Stock Report

Market Cap: US$32.9b

Venture Global Future Growth

Future criteria checks 1/6

Venture Global is forecast to grow earnings and revenue by 3.7% and 14.2% per annum respectively. EPS is expected to grow by 4.4% per annum. Return on equity is forecast to be 17% in 3 years.

Key information

3.7%

Earnings growth rate

4.37%

EPS growth rate

Oil and Gas earnings growth4.0%
Revenue growth rate14.2%
Future return on equity17.00%
Analyst coverage

Good

Last updated28 Jul 2026

Recent future growth updates

Recent updates

Narrative Update • Jul 24

VG: Future LNG Contracts And Refinancing Plans Will Shape Balanced Outlook

Analysts have raised their price target on Venture Global from $12.26 to $16.32, citing updated assumptions that combine a lower discount rate, more moderate revenue growth, a higher profit margin outlook, and a reduced future P/E multiple. What’s in the News for Venture Global Venture Global LNG completed a US$2.26b offering of long dated senior secured notes due in 2034 and 2036 with coupons between 6.375% and 6.625%, using the proceeds to redeem higher cost 8.125% notes due 2028, while also adding leverage and interest costs (source: Venture Global Raises US$2.26b in Senior Secured Notes, Expands LNG Supply Contracts).
Narrative Update • Jul 10

VG: LNG Backlog And Export Scale Will Support Earnings Visibility

Analysts have raised their fair value estimate for Venture Global from $9.00 to $13.00, citing updated assumptions regarding discount rates, revenue growth, profit margins, and a revised outlook for the company’s future price-to-earnings (P/E) ratio. What’s in the News for Venture Global Seeking Alpha reports that Venture Global could become the largest U.S. LNG exporter by 2027 and that the company has issued 2026 EBITDA guidance of US$8.2b to US$8.5b, supported by a reported US$137b revenue backlog and a large contract portfolio.
Seeking Alpha • Jun 30

Venture Global: America's Next LNG Champion, Intense Growth Ahead

Summary Venture Global is poised to become the largest US LNG exporter by 2027, surpassing Cheniere Energy. VG raised 2026 EBITDA guidance to $8.2–$8.5B, but I conservatively model ~$8B, highlighting robust growth and contract backlog. Despite elevated debt, VG's recent lower-yield debt issuance signals market confidence; $137B revenue backlog underpins long-term visibility. I assign a $16 fair value (60% upside), citing execution risk, BP arbitration, and LNG demand as key watchpoints. Read the full article on Seeking Alpha
Narrative Update • Jun 26

VG: European LNG Contracts Will Support Future Cash Flow Visibility

Analysts have raised their price target on Venture Global to $21.24 from $18.70, citing updated assumptions that include a different discount rate, revised expectations for revenue growth and profit margins, and a lower future P/E multiple in their valuation work. What's in the News for Venture Global Venture Global expanded its long term LNG Sales and Purchase Agreement with Atlantic-SEE LNG Trade to Greece, doubling contracted volume to 1.0 million tons per year from 0.5 million tons per year for 20 years starting in 2030.
Analysis Article • Jun 20

Venture Global (VG) Stock Could Be 10.1% Undervalued After Recent Slide

Venture Global Stock Reaction and Recent Trading Context Venture Global (VG) has drawn investor attention after its recent trading performance, with the stock down 16% over the past week and about 19% over the past month. Over the past 3 months, Venture Global has fallen roughly 30%, while the year to date return remains positive at about 57%. This combination of shorter term weakness and longer term strength is shaping how investors are reassessing the stock. See our latest analysis for...
Analysis Article • May 19

Solid Earnings May Not Tell The Whole Story For Venture Global (NYSE:VG)

Venture Global, Inc. ( NYSE:VG ) just released a solid earnings report, and the stock displayed some strength. Despite...
Analysis Article • Feb 04

Venture Global, Inc. (NYSE:VG) Surges 35% Yet Its Low P/E Is No Reason For Excitement

Venture Global, Inc. ( NYSE:VG ) shareholders would be excited to see that the share price has had a great month...
Analysis Article • Dec 16

Venture Global, Inc. (NYSE:VG) Not Doing Enough For Some Investors As Its Shares Slump 26%

Unfortunately for some shareholders, the Venture Global, Inc. ( NYSE:VG ) share price has dived 26% in the last thirty...
Analysis Article • Sep 25

Is Venture Global (NYSE:VG) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha • Apr 22

Venture Global: Failing To Meet Expectations To Date

Summary Venture Global's stock has plummeted 65% post-IPO due to mispricing, execution issues and a disappointing financial outlook. The company faces significant challenges which impact its LNG projects and overall credibility with major European customers. Analysts have mixed ratings on the equity currently, but there was some significant insider buying in the stock in March, and it has a low forward P/E ratio. Read the full article on Seeking Alpha
Seeking Alpha • Mar 11

Venture Global: No Relief In Sight

Summary Venture Global's IPO was disastrous, with the stock plummeting over 60% due to high valuation concerns and operational red flags. 2025 earnings guidance was significantly below expectations, exacerbated by lower margins from LNG price arbitrage and operational issues. Production and cost issues, including unexpected buyer margin discounts and increased project costs, have further eroded investor confidence. The company's reputation and future contract prospects are tarnished by lawsuits and operational mismanagement, making it a risky investment. Read the full article on Seeking Alpha
Seeking Alpha • Feb 10

Venture Global's IPO Struggles: Legal Battles, Valuation Woes, And Market Risks

Summary Venture Global’s IPO debacle and dramatic valuation drop highlight mounting operational and legal headwinds in the LNG market. VG’s steep stock decline and high leverage underscore risks amid fierce competition and unstable market conditions. While favorable LNG policies offer a glimmer of hope, persistent legal and operational hurdles keep VG’s outlook cautionary. Read the full article on Seeking Alpha
Seeking Alpha • Jan 28

Venture Global: Buy, Hold, Revisit In 10 Years

Summary Venture Global's IPO, initially valued at $110 billion, was reset to $60 billion, offering 70 million shares at $25 each, making it attractive for long-term-focused investors. VG's innovative approach, using smaller, rapidly deployable trains (< 1 mtpa each), allows for faster project start-ups and potential for spot price sales during commissioning compared to competitors. Despite short-term volatility and high valuation, the Company's long-term growth prospects and debt reduction may make it a compelling hold for long-term investors. Future projects and expansions could make Venture Global the largest LNG exporter in the U.S., outpacing Cheniere Energy, with significant revenue and net income growth expected post-2025. Read the full article on Seeking Alpha

Earnings and Revenue Growth Forecasts

NYSE:VG - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/202821,3653,344-3,9094,73710
12/31/202716,2612,437-7,0044,73412
12/31/202618,0174,034-6,3985,65611
3/31/202615,4742,352-6,8656,215N/A
12/31/202513,7692,260-6,7996,566N/A
9/30/202510,8482,064-8,2715,128N/A
6/30/20258,4451,288-10,3833,525N/A
3/31/20256,4521,223-11,5542,625N/A
12/31/20244,9721,475-11,5682,149N/A
9/30/20245,080554-11,5422,069N/A
12/31/20237,8972,681-3,5414,550N/A
12/31/20226,4481,858-9163,702N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: VG's forecast earnings growth (3.7% per year) is below the savings rate (3.7%).

Earnings vs Market: VG's earnings (3.7% per year) are forecast to grow slower than the US market (17.1% per year).

High Growth Earnings: VG's earnings are forecast to grow, but not significantly.

Revenue vs Market: VG's revenue (14.2% per year) is forecast to grow faster than the US market (13% per year).

High Growth Revenue: VG's revenue (14.2% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: VG's Return on Equity is forecast to be low in 3 years time (17%).

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/08/09 01:10
End of Day Share Price 2026/08/07 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Venture Global, Inc. is covered by 23 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Sunaina OcalanBernstein
Robert BrackettBernstein
Jean Ann SalisburyBofA Global Research