Ameet Thakkar, an analyst from BMO Capital, maintained the Buy rating on Cheniere Energy. The associated price target is $265.00.
Meet Samuel – Your Personal Investing Prophet
- Start a conversation with TipRanks’ trusted, data-backed investment intelligence
- Ask Samuel about stocks, your portfolio, or the market and get instant, personalized insights in seconds
Ameet Thakkar has given his Buy rating due to a combination of factors tied to Cheniere’s strengthening contracted cash flows and capital return profile. The newly signed long-term LNG supply agreement with Taiwan’s CPC significantly increases the percentage of committed volumes, sharply reducing exposure to volatile spot markets and making future earnings more predictable.
At the same time, this improved visibility has supported an expanded share repurchase authorization exceeding $10 billion through 2030, which BMO estimates could lift run-rate distributable cash flow to roughly $30 per share. Thakkar also highlights that 2026 guidance appears conservative given reduced spot exposure and strong execution on capacity expansions, with additional trains coming online ahead of schedule and positioning total liquefaction capacity to approach 75 mtpa, all while the stock still trades at a notable discount to peers and the broader market.
In another report released today, Barclays also maintained a Buy rating on the stock with a $271.00 price target.