
Venture Global, a U.S. LNG exporter, reported fourth-quarter revenues of $1.52 billion, falling short of the $1.92 billion estimate, while earnings per share (EPS) were $0.33 compared to an expected $0.30. Following this disappointing earnings report, the company's shares plummeted by 25%, marking a significant decline since its initial public offering (IPO). Analysts noted that the 2025 EBITDA guidance was considerably below market expectations, contributing to the stock's downturn. Additionally, construction costs for a new facility are rising, further complicating the company's outlook. Despite the challenges, RBC Capital Markets has reiterated a buy rating on the stock with a price target of $20. This comes amid a broader context of surging natural gas prices, which have reached a two-year high due to extreme weather, supply constraints, and increasing global demand for LNG.


U.S. natural gas is making a comeback—prices are up 160% YoY, inventories are low, and LNG demand is soaring. Producers are ramping up output as gas rigs increase. https://t.co/r54AaLxGns
$VRT RBC Capital Initiates Coverage On Vertiv Holdings with Outperform Rating, Announces Price Target of $121
Between surging global energy demands and Trump coming back to office promising a gas export boom, 2025 should be a gangbusters year for Venture Global, the American LNG producer that went public. But it's been a bad month -- and a particularly rough week -- for the company amid… https://t.co/5MhM0QfBww