VG Venture Global, Inc. Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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13:30
Jul 27
Jul 27
The final investment decision (FID) for Venture Global's LNG projects is confirmed by BKR booking a major $1.8B equipment order, including 12 liquefaction modules. — This validates Venture Global's project execution and de-risks its future cash flows, confirming they are firmly on track with their expansion plans.
MED
00:48
Jun 19
Jun 19
VG’s executed pipeline of 69.4 MTPA by 2028 and $8.2–8.5B projected 2026 EBITDA implies a forward EV/EBITDA of ~3-4x vs. Cheniere at ~10x, suggesting significant upside if execution continues. The market hates VG due to lawsuits and perceived corporate governance issues, creating a dislocation between current price (~$11, $27B market cap) and the intrinsic value of a top-tier LNG exporter. A favorable BP settlement or further project progress could trigger a re-rating. VG is a high-risk/high-reward long on a successful resolution of legal overhang and continued modular LNG scale-up. Entry at current levels offers asymmetric upside if management hits guidance. BP arbitration damages exceed $2B; construction delays at Plaquemines/CP2; LNG price downturn; additional customer lawsuits; equity dilution from further debt/equity raises.
HIGH
06:05
Jun 11
Jun 11
Author is asking for opinions on energy stocks VG and PR while monitoring AI names.
Author is asking for opinions on energy stocks VG and PR while monitoring AI names, not taking a directional position.
LOW
23:52
May 08
May 08
Natural gas play, pullback opportunity.
Venture Global is one of the best ways to invest in America's natural gas edge. The stock has pulled back about 20% over the past month due to peace fears, but those fears are overblown. $11 seems right to me.
HIGH
23:44
Apr 29
Apr 29
Venture Global is a top pick for playing the US energy dominance theme, benefiting from widening gas price spreads and LNG export growth; its contract overhang resolution could be a catalyst.
HIGH
19:03
Apr 06
Apr 06
Suggests trimming $VG after recent +7% ramp and rotating proceeds into another energy name.
MED
01:41
Apr 02
Apr 02
The trader is hedging with SPY puts while simultaneously betting on energy sector upside.
The trader is hedging with SPY puts while simultaneously betting on energy sector upside with VG, CVX, and OXY calls.
HIGH
18:15
Apr 01
Apr 01
Buy VG 14.5 calls ahead of tomorrow's expected catalyst.
Buy VG 14.5 calls ahead of tomorrow's expected catalyst; speaker calculates a 4.5% move in the underlying translates to approximately 2x on the options position.
MED
01:30
Apr 01
Apr 01
The tweet outlines various sectors and assets positioned to perform well during economic.
The tweet outlines various sectors and assets positioned to perform well during economic downturns, geopolitical conflicts, and energy transitions.
HIGH
21:05
Mar 27
Mar 27
Nice move in VG this week; speaker thinks can see $60-$65 by summer if straight remains closed.
Nice move in VG this week; speaker thinks can see $60-$65 by summer if straight remains closed. VG's sensitivity is roughly $600M incremental EBITDA per $1/MMBtu gain in spot-to-feedgas spread. Best US LNG arbitrage play on Asian demand.
HIGH
12:22
Mar 26
Mar 26
Speaker observed Venture Global LNG advertising at LaGuardia.
Speaker observed Venture Global LNG advertising at LaGuardia; pure observational note with no opinion, position, or thesis on the stock — flagging the ticker for watchlist only.
HIGH
13:37
Mar 24
Mar 24
The author expects a continued short squeeze in Venture Global (VG) shares driven.
The author expects a continued short squeeze in Venture Global (VG) shares driven by an extremely high short interest exceeding 50% of the float.
MED
19:17
Mar 18
Mar 18
Geopolitical risk to global gas supply from Iran-Qatar strike increases demand for US LNG.
Geopolitical risk to global gas supply from Iran-Qatar strike increases demand for US LNG; speaker flags US LNG producers as beneficiaries.
MED
13:26
Mar 06
Mar 06
Reports LNG and shipping stocks rising as cargo and hull values increase due to Iran war.
Reports LNG and shipping stocks rising as cargo and hull values increase due to Iran war disruption; no directional stance.
MED
16:24
Mar 02
Mar 02
"Qatar... is the largest liquefied natural gas producer in the world... right now all LNG production is offline. So effectively 20 to 30% of the world's liquefied natural gas production is offline." With the market leader disabled, global demand must shift to the remaining viable suppliers. Sullivan notes that "US cargoes... are now worth a lot more money," directly benefiting US exporters who can still ship product. LONG. The supply shock creates immediate pricing power for US-based LNG companies. Rapid ceasefire or quick repairs to Qatari facilities would reverse the scarcity premium.
14:30
Jan 30
Jan 30
Golden Pass LNG is expected to produce first LNG in early March, moving the project from construction to the startup phase. — This begins the revenue generation phase for the project and is a critical milestone for both ExxonMobil and its partner Venture Global.
MED
09:33
Jan 03
Jan 03
VG long on structural LNG demand runway
Buy VG as US LNG transitions from cyclical to structural growth story, with Europe and Asia driving durable demand and additional upside optionality from CP2/CP3 expansion projects that the market may not be fully pricing.
MED
About VG Analyst Coverage
Buzzberg tracks VG (Venture Global, Inc.) across 13 sources. 9 bullish vs 0 bearish calls from 14 analysts. Sentiment: predominantly bullish (53%). 17 total trade ideas tracked. Latest voices: Lorenzo Simonelli, u/BigCamp8238, Ozark.