Cheniere Energy price target raised to $268 from $254 at Mizuho

Published 30/06/2025, 10:36
Cheniere Energy price target raised to $268 from $254 at Mizuho

Investing.com - Mizuho (NYSE:MFG) raised its price target on Cheniere Energy (NYSE:LNG) to $268.00 from $254.00 on Monday, while maintaining an Outperform rating on the stock. Currently trading near its 52-week high of $257.65, the $53.2 billion energy company maintains a "GOOD" financial health score according to InvestingPro analysis.

The firm cited increased conviction following Cheniere’s recent update that demonstrated the company’s strong positioning for growth and capital returns across various market conditions, while delivering cost-efficient expansions within the U.S. LNG space. With a P/E ratio of 17.4 and strong analyst support (8 additional insights available on InvestingPro), the company shows robust fundamentals.

Mizuho noted that beyond the expected final investment decision on Midscale Trains 8 and 9, Cheniere surprised to the upside regarding its run-rate production outlook once expansion and debottlenecking efforts are complete, projecting approximately 60-63 million tonnes per annum (mtpa).

The research firm highlighted Cheniere’s confirmation of a "single train" expansion approach at both Corpus Christi and Sabine Pass facilities, which should allow the company to maximize project economics during an inflationary period for U.S. LNG construction.

Mizuho believes Cheniere has a clear path toward approximately 75 mtpa of production by fiscal year 2030, supported by high-quality contracts, while also noting the company’s capital allocation outlook appears highly conservative.

In other recent news, Cheniere Energy announced a final investment decision for the Corpus Christi Liquefaction Stage 3 Trains 8-9 expansion project, which is expected to increase its production capacity by approximately 5 million tonnes per annum. The expansion aims to boost Cheniere’s overall production capacity by more than 10% to over 60 million tonnes per annum by 2028. UBS reiterated its buy rating and a $277 price target on Cheniere Energy, highlighting the company’s increased production guidance as a catalyst for positive earnings revisions. The firm expects Cheniere’s 6 million tonnes per annum increase in run rate production to drive upward revisions to earnings forecasts. Jefferies also raised its price target on Cheniere Energy to $288, maintaining a Buy rating, following the company’s announcement of the Corpus Christi expansion. Cheniere plans to deploy over $25 billion this decade, focusing on growth, debt reduction, and shareholder returns. The company has also increased its annualized dividend by more than 10%, with UBS noting that Cheniere is likely to complete its share repurchase program ahead of schedule.

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