Venture Global: Gas Markets Strengthen, Guidance Poised To Rise Again

Melissa Tucker 1.77K Followers Follow Summary Venture Global is on track to become the largest U.S. LNG exporter by 2027, with major projects progressing as scheduled. VG increased 2026 guidance; I expect another guidance raise close to $10B EBITDA, driven by strong gas prices. I raise my fair value estimate from $16 to $19 per share, noting the stock remains attractive for long-term holders despite potential near-term turbulence. Key risks include project execution delays, the Iran resolution, and market over-optimism for 2027, when EBITDA is projected to normalize to $8B. Fahroni/iStock via Getty Images I have covered Venture Global, Inc. ( VG ) before , where I outlined the company's background in detail and explained why I considered it an attractive buy. Since my last article , the company reported good This article was written by Melissa Tucker 1.77K Followers Follow With a professional background spanning multiple industries, from ecnomocis to logistics and construction to retail, I bring a diverse perspective to investing. My international education and career experiences have provided me with a global outlook and the ability to analyze market dynamics from different cultural and economic perspectives. I have been actively investing for over a decade, honing a strategy that focuses on cyclical industries while maintaining a diversified portfolio that includes bonds, commodities, and forex. My interest in cyclical sectors stems from their potential for significant returns during periods of economic recovery and growth. However, I also recognize the importance of balancing risk, which is why I incorporate fixed-income investments (long or short). Analyst’s Disclosure: I/we have a beneficial long position in the shares of VG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.