WallStSmart
GLNG

Golar LNG Limited

NASDAQ: GLNG · ENERGY · OIL & GAS MIDSTREAM

$56.82
-1.44% today

Updated 2026-06-05

Market cap
$5.21B
P/E ratio
38.19
P/S ratio
11.11x
EPS (TTM)
$1.34
Dividend yield
1.95%
52W range
$35 – $58
Volume
1.6M

Golar LNG Limited (GLNG) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Research-backed GLNG price target 2030 projection accounting for share dilution, balance sheet debt, and time value of money.
Current price
$56.82
Today
Analyst consensus
$54.61
-3.89% · 12M
2030 Base
$54.33
-4.38% future
NPV today
$43.77
@ 5% WACC
13 analysts:
5 Buy3 Hold0 Sell

Management guidance

Golar LNG has not provided explicit FY2026-2030 revenue targets in recent filings. However, CEO Karl Fredrik-Staubo has emphasized a strategic review process (announced March 2026, advisor Goldman Sachs) focused on accelerating FLNG growth and maximizing shareholder value. The company disclosed an $8 billion EBITDA backlog (pre-commodity/inflation adjustments) from long-term charters, particularly the 20-year MK II FLNG deal to Southern Energy in Argentina (Oct 2025). Q1 2026 results showed record FLNG production and $137.6M in revenue, up 101% YoY sequentially.

Sources: Management guidance, analyst consensus, sector analysismedium confidence

GLNG · Golar LNG Limited · Revenue & price projection · 2023–2030E

Actual / 2030 target Projected revenue Base case price Bull to bear range
Bear case (2030)
$25.74
NPV today: $20.74
Base case (2030)
$54.33
NPV today: $43.77
Bull case (2030)
$130.58
NPV today: $105.20
WallStSmart.com

GLNG financial forecast · Research-backed projections

Metric20252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$0.4B$0.4B$0.6B$0.7B$0.8B$1.0B
Revenue growth51.1%13.0%27.0%25.0%21.0%15.0%
Net margin21.8%23.8%24.3%24.6%24.7%
EPS$0.85$0.95$1.32$1.68$2.05$2.35
Diluted shares102M102M102M102M102M
Net debt$1.27B$1.27B$1.27B$1.27B$1.27B
P/S multiple7.0x7.0x7.0x7.0x7.0x
Implied price (base)$18.13$26.35$35.93$45.82$54.33
★ 2030E is the model's terminal target year. Implied price = (Revenue × P/S − Net debt) ÷ Diluted shares.

Scenario detail · Three drivers, three outcomes

2030E driverBearBaseBull
Revenue$1.0B$1.0B$1.0B
P/S multiple4.0x7.0x15.0x
Diluted shares102M102M102M
Net debt$1.27B$1.27B$1.27B
Implied P/E 11x23x56x
2030 Price$25.74$54.33$130.58
NPV @ 5%$20.74$43.77$105.20
† Implied P/E: Multiples remain elevated across all three scenarios because GLNG is valued primarily on revenue scale during its growth phase, not near-term earnings power. Lower P/E in the bear case reflects multiple compression, but the absolute level stays high since 2030E still represents a hypergrowth-to-mature transition year.

EV to per-share bridge · How we get to $54.33 base case

Bridge from revenue to per-share price$1.0B revenue times 7.0x P/S equals $7B EV, minus $1.27B net debt equals $6B equity, divided by 102M shares equals $54.33 per shareREVENUE$1.0B2030 base case× 7.0xP/S multipleENTERPRISE VALUE$7BTotal firm value$1.27BNet debtEQUITY VALUE$6BOwners' claim÷ 102MDiluted shares2030 PRICE TARGET$54.33Base case · per shareRevenue × P/S − Net debt ÷ Diluted shares = Per-share priceBear case: $25.74 · Bull case: $130.58 · NPV @ 5% WACC: $43.77

GLNG catalysts and risks

Growth catalysts
+ Goldman Sachs-led strategic review completion (potential asset sale, merger, or restructuring to unlock FLNG value)
+ FLNG capacity additions and new long-term contracts (20-year Southern Energy deal monetization; Senegal, Mauritania, Nigeria, Cameroon expansion)
+ Global LNG supply shortage and elevated pricing environment supporting contract rates through 2028-2030
+ Operational ramp of Gimi FLNG vessel and other conversion projects; $1.2B Gimi facility completed Nov 2025
+ Dividend acceleration and shareholder returns as EBITDA scales with FLNG fleet utilization
Key risks
- Concentrated contract exposure to small subset of customers and geographies (Southern Energy Argentina, African projects); counterparty concentration risk
- Multi-year sales decline history (2020-2024 revenues ranged $260-300M vs. $450M+ pre-2019); execution risk on FLNG projects
- High debt levels ($2.76B total debt, 1.50 debt/equity) relative to cash ($1.18B); refinancing and capex funding dependency; negative net debt of $1.58B after Q4 2025
- LNG shipping/regasification rates cyclical; long-term contract protection partially offset by commodity-linked terms
- Strategic review outcomes uncertain; potential dilution from equity raises or unfavorable M&A terms to fund growth capex

Methodology · Golar LNG Limited 2030 stock forecast model

Golar LNG Limited 2030 price target is calculated using WallStSmart's research model. Revenue projections are derived from analyst consensus across 13 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts. The model is built on five core components:

1. Share dilutionProjected from per-ticker schedule of SBC + equity raise activity, compounding year by year (1% cumulative for GLNG by 2030)
2. Net debtEV minus net debt yields equity value; debt projected from capex cycle trajectory ($1.27B by 2030)
3. Time valueNPV calculated using 5% WACC (CAPM: beta 0.05)
4. Multiple frameworkP/S compresses with scale: bear 4.0x / base 7.0x / bull 15.0x
5. Scenario designBull/Base/Bear vary revenue, margin, shares, debt, and multiple independently

WallStSmart research model · Not financial advice · Past performance is not indicative of future results · Last researched: May 20, 2026.

GLNG price target FAQ

What is the GLNG price target for 2030?

WallStSmart's Golar LNG Limited 2030 base case is $54.33 per share, with a bull case of $130.58 and bear case of $25.74. The NPV of the base case discounted to today at 5% WACC is $43.77.

How is the Golar LNG Limited 2030 stock forecast calculated?

The GLNG 2030 projection multiplies projected revenue by a growth-adjusted P/S multiple to derive enterprise value, subtracts projected net debt to get equity value, then divides by diluted shares outstanding accounting for dilution from stock-based compensation and equity raises.

Why does the GLNG price target account for dilution?

Golar LNG Limited is projected to grow diluted share count from 102M to 102M by 2030 (a 1% increase) through stock-based compensation and capital raises. Ignoring this would inflate the price target by approximately 1%.

What is the analyst consensus on GLNG stock?

13 analysts cover GLNG with an average 12-month price target of $54.61. The 2030 projection extends this framework with longer-horizon assumptions including dilution and time value of money.