Added to YB: 2025-09-26
Pitch date: 2025-09-24
GLNG [bullish]
Golar LNG Limited
+37.17%
current return
Author Info
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Company Info
Golar LNG Limited designs, converts, owns, and operates marine infrastructure for the liquefaction of natural gas.
Market Cap
$5.6B
Pitch Price
$40.31
Price Target
100.00 (+81%)
Dividend
1.82%
EV/EBITDA
45.92
P/E
91.72
EV/Sales
18.87
Sector
Oil, Gas and Consumable Fuels
Category
value
Show full summary:
Golar LNG (GLNG): Undervalued Floating Giant With $65–$100 NAV Upside Hidden by LNG Sector Sentiment
GLNG: Management expects NAV $65 by 2028 vs current price, conservative assumptions excluding growth. KKR's Sempra deal at $1.15/ton implies ~$100 GLNG value. Higher ROCE than Cheniere/Venture Global due to lower capex. Protected USD contracts under English law. Stock trades on LNG sentiment not fundamentals.
Read full article (2 min)