Professional
Added to YB: 2026-09-15
Pitch date: 2026-07-10
LNG [bullish]
Cheniere Energy, Inc.
+4.9%
current return
Author Info
Reaves Asset Management is an independently owned company with decades of experience investing in publicly listed infrastructure equities. Visit the website.
Company Info
Cheniere Energy, Inc., an energy infrastructure company, primarily engages in the liquefied natural gas (LNG) related businesses in the United States.
Market Cap
$57.5B
Pitch Price
$261.47
Price Target
N/A
Dividend
0.80%
EV/EBITDA
10.49
P/E
20.47
EV/Sales
4.28
Sector
Oil, Gas and Consumable Fuels
Category
growth
Reaves Asset Management Portfolio Holding: Cheniere Energy, Inc.
LNG (hold): Cheniere was held despite shares declining with global LNG prices through Q2 after a late-Q1 peak. Markets calmed as higher U.S. production and global usage rationalization offset substantial conflict-related damage to Qatar’s production capacity. The long-term outlook remains optimistic, but the stated rationale about bridging U.S. gas supply to EU and Asian growth markets is attributed to Marathon, leaving Cheniere-specific support unclear.
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