Trump/Cook, Nissan weakness, more tariffs and gold - what’s moving markets
On Wednesday, Stifel analysts shared insights from their recent 9th Annual LNG Bus Tour, which included meetings with 11 companies and tours of manufacturing facilities in Houston, Texas. The firm’s analysts highlighted several key observations from the tour, most notably the industry’s urgency to advance liquefied natural gas (LNG) projects in the current favorable regulatory environment in the United States.
The analysts noted that despite potential periods of oversupply in the near future, these are expected to be brief, and projects are likely to continue moving forward. Moreover, they observed that tariffs have not yet significantly impacted LNG project development. The preference for modular construction in new LNG projects was also emphasized as a critical industry trend.
Based on these findings, Stifel analysts believe that certain companies are well-positioned to benefit from the current market dynamics. Chart Industries (NASDAQ:NYSE:GTLS), which boasts a perfect Piotroski Score of 9 and impressive revenue growth of 24.1% in the last twelve months, and New Fortress Energy (NASDAQ:NFE) were identified as companies with unique opportunities for stock re-rating. According to InvestingPro data, GTLS is currently undervalued, with analysts setting price targets up to $250. Additionally, established players like Cheniere Energy (NYSEAMERICAN:NYSE:LNG), Williams Companies (NYSE:WMB), and Baker Hughes (NYSE:NASDAQ:BKR) were recognized as potential winners due to their ability to expand their existing asset bases in the U.S. market.
The firm’s positive outlook on these companies reflects the broader sentiment that the LNG sector holds promising prospects, particularly for those with the capacity to leverage the current environment and expand their operations. The analysts’ observations and subsequent company assessments stem from the extensive industry exposure gained during the three-day tour in Houston. InvestingPro subscribers can access 10+ additional exclusive insights about Chart Industries, along with comprehensive financial health scores and a detailed Pro Research Report, helping investors make more informed decisions in this dynamic sector.
In other recent news, Chart Industries has released several updates that have captured the attention of investors. UBS reiterated its Buy rating on Chart Industries, maintaining a price target of $225, while noting a projected EBITDA of $223 million for the first quarter of 2025. Sales are estimated to reach $995 million during this period. JPMorgan also maintained a Neutral rating with a $194 price target, highlighting a significant expected cash flow increase in the latter half of 2025, partly driven by the Big LNG order from Woodside (OTC:WOPEY) Phase 1. Moody’s upgraded Chart Industries’ ratings, citing a strong backlog and order growth, with a positive outlook for revenue growth and profitability.
Furthermore, Chart Industries has been selected by Blue Spruce Operating LLC to provide technology for the Dry Piney Helium and Carbon Sequestration Project in Wyoming. This project is expected to significantly enhance helium and natural gas production while sequestering CO2. Stifel analysts also maintained a Buy rating with a $231 price target, emphasizing the company’s strong orderbook and better-than-expected free cash flow. Despite missing its own guidance for the quarter and full year, Chart Industries’ ambitious 14% revenue growth target remains unchanged, supported by a robust order backlog.
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