Golar LNG Limited (GLNG) AI Stock Analysis

Golar LNG Limited specializes in the design, construction, ownership, and operation of marine infrastructure dedicated to liquefying and regasifying liquefied natural gas (LNG). The company operates through two primary segments: Shipping and Floating Liquefaction Natural Gas (FLNG). Under the Shipping segment, it operates and charters LNG carriers that transport LNG worldwide and manages external vessels. Its FLNG segment deploys and operates floating LNG vessels designed to liquefy natural gas at sea. As of December 31, 2021, the company managed a fleet consisting of nine LNG carriers, one Floating Storage Regasification Unit (FSRU), and three FLNGs.

Annual revenue fluctuated from $260.3M in FY2021 to $267.7M in FY2022 and $298.4M in FY2023, before dropping 12.8% to $260.4M in FY2024. In FY2025, revenue expanded 51.1% to $393.5M, supported by a gross margin of 46.9% and an operating margin of 34.4%. Net income was $65.7M in FY2025, yielding an EPS of $1.01. Momentum continued through the latest quarter ending June 30, 2026, where quarterly revenue surged 72.4% year-over-year and quarterly earnings rose 120.8%, bringing trailing twelve-month revenue to $523.4M and EPS to $1.46.

As of June 30, 2026, Golar LNG held $870.5M in cash and short-term investments against $2.68B in total debt, resulting in net debt of $1.80B and a debt-to-equity ratio of 1.38. Its current ratio stood at 2.34. In FY2025, operating cash flow was $428.7M, but capital expenditures of $853.4M led to a free cash flow deficit of -$424.7M. Capital allocation in FY2025 included $144.0M in share buybacks and $305.8M in dividends paid, contributing to a 5.7% reduction in share count over 5 years.

Trading at $45.26 as of October 16, 2026, Golar LNG has a market cap of $4.62B and an enterprise value of $6.81B. Its trailing P/E of 31.0x and forward P/E of 40.2x trade at a premium to the median of its US-listed Energy peers, which stand at 15.0x and 12.7x, respectively. The stock's EV/EBITDA of 18.6x is also higher than the peer median of 8.0x. Over the past year, the stock returned 21.1%, outpacing the S&P 500 return of 16.8%, and its 5-year return of 273.7% exceeded the index return of 83.0%.

Golar LNG pays a quarterly dividend with an annual forward payout of $1.00 per share, representing a dividend yield of 2.21%. The company has paid dividends for 4 consecutive years and recorded a payout ratio of 59.6%. The most recent ex-dividend date was August 24, 2026.

Wall Street coverage includes 6 Strong Buy, 1 Buy, and 1 Hold ratings. The mean price target of $66.31 indicates a 46.5% upside relative to the last close of $45.26. For the current fiscal year ending December 31, 2026, analysts estimate revenue of $421.8M and EPS of $1.16, representing 24.3% EPS growth. For the following fiscal year, 8 analysts estimate EPS will decline 46.0% to $0.63. The company beat EPS estimates in 2 of the last 4 quarters, with next earnings scheduled for November 4, 2026.

This page is an AI-written research summary of Golar LNG Limited (GLNG). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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