Cheniere Hits All-Time High as Q3 Beat, Raised Guidance and Bullish 2027 Call Land
LNG sits 72% above its 52-week low of $186.2 on elevated volume (2.5× avg).
Summary
Cheniere jumped 7.1% to an all-time intraday high of $321.22 after Q3 results came in well above expectations and the company lifted full-year 2026 guidance. Net income rose 12% to $1.17B, adjusted EBITDA climbed 18% to $1.9B, and revenue jumped 39% to $6.17B on 188 LNG cargoes, up 15% year over year. The company now sees 2026 adjusted EBITDA of $8.75B-$9.25B, up from a prior $7.9B-$8.4B range. On the call, CFO Zach Davis called 2026 a banner year and said 2027 would not be too far off, citing near-record LNG prices through the winter. The demand backdrop is doing the work: Middle East supply disruptions are pushing buyers toward U.S. shipments, and this month QatarEnergy agreed to buy up to 4M metric tons a year from Cheniere from the early 2030s through 2054. Cheniere also finished the seventh and final train at Corpus Christi Stage 3 in August, adding more than 20% to production capacity, and plans to greenlight the 6M tons/year Sabine Pass Phase 1 expansion once regulatory approvals arrive, expected by year-end.
At the time of this announcement, LNG was trading at $319.86 on NYSE in the Energy & Transportation sector, with a market capitalization of approximately $65.9B. The 52-week trading range was $186.20 to $321.22. This news item was assessed with positive market sentiment and an importance score of 7 out of 10. Source: Seeking Alpha.