WallStSmart
VG

Venture Global, Inc.

NYSE: VG · ENERGY · OIL & GAS MIDSTREAM

$13.16
+8.22% today

Updated 2026-04-29

Market cap
$32.67B
P/E ratio
14.30
P/S ratio
2.37x
EPS (TTM)
$0.92
Dividend yield
0.55%
52W range
$6 – $19
Volume
28.2M
OverviewPrice TargetsFinancialsValuationInsidersEarnings

Venture Global, Inc. (VG) Financial Forecast & Price Target 2030

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

Price target summary

Current
$13.16
Consensus
$15.81
+20.14%
2030 Target
$140.54
+967.93%
DCF
$58.40
+83.25% MoS
13 analysts:
2 Buy6 Hold1 Sell

Management guidance

CEO has not provided explicit multi-year revenue targets in available filings. Latest guidance shows FY2025 revenue of $13.77B (+176.93% YoY). Company secured $20.7B in project financing for CP2 LNG Phase 2 (March 2026), indicating significant capacity expansion planned through 2028-2030. Management targeting position as largest U.S. LNG exporter with majority of capacity already contracted to European and Asian buyers.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$235.70
$28.9B Rev × 20x P/S
Base case (2030)
$140.54
$28.9B Rev × 12x P/S
Bear case (2030)
$93.70
$28.9B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2029 (E)2030 (E)
Revenue$7.9B$5.0B$13.8B$15.9B$18.5B$25.2B$28.9B
Revenue growth—-37.0%176.9%15.3%16.5%15.6%14.7%
EPS—$0.20$0.87$0.84$1.15$1.72$1.98
P/S ratio———12.0x12.0x12.0x12.0x
Implied price———$77.59$90.77$122.98$140.54

Catalysts & risks

Growth catalysts
+ CP2 LNG Phase 2 FID and $20.7B financing close (March 2026) - largest U.S. bank project financing
+ Calcasieu Pass arbitration settlement with Edison (March 2026) removes execution risk
+ Long-term LNG offtake agreements with Vitol, Trafigura, and Korean buyers securing future revenue
+ Geopolitical LNG supply disruptions (Iran, Qatar) creating sustained demand and pricing support
+ DOE approval for 13% export capacity increase at Plaquemines LNG (March 2026)
+ Expansion from current ~15 MTPA to 20+ MTPA capacity by 2028-2030
Key risks
- High leverage: 4.17x Debt/Equity; project financing execution risk on CP2 Phase 2
- LNG price volatility; geopolitical normalization could reduce pricing premiums currently benefiting the company
- Regulatory/permitting delays for additional capacity beyond CP2
- Insider selling pressure (CFO, General Counsel, SVPs sold >$84M in stock March 2026)
- Competition from other U.S. LNG exporters (Cheniere, Sempra) and international suppliers
- Contract renegotiation risk; arbitration disputes with major customers (BP dispute noted)

Methodology

Venture Global, Inc.'s forward estimates are derived from AI-powered research synthesis combining analyst consensus from 13 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.