What Stocks Are Going Up? LNG Names Post Surprise Gains
The stocks going up right now are tied to LNG demand surge
The stocks rising today are LNG exporters directly benefiting from a global demand surge driven by geopolitical supply disruptions in the Strait of Hormuz and Qatar. Cheniere Energy (NYSE: LNG), Venture Global (NYSE: VG), and Golar LNG (NYSE: GLNG) are the primary gainers, with Cheniere up over 40% year-to-date and Venture Global more than doubling since January 2026.
Top LNG Stocks Rising Now
Three liquefied natural gas producers dominate today's gainers list as U.S. LNG exports accelerate toward Asia. Goldman Sachs analysts raised price targets on all three on March 25, 2026, citing persistent global supply harm that will sustain elevated prices longer than expected.
- Cheniere Energy (LNG): Largest U.S. LNG exporter, price target raised to $312 (10% upside), trading at $224.37 as of March 2026
- Venture Global (VG): High-growth producer with capacity expansion plans, price target $18.50 (11% upside), up over 100% year-to-date
- Golar LNG (GLNG): Floating LNG specialist, price target $60 (13% upside), also up over 40% since year-start
Market Data: LNG Stock Performance & Price Targets
| Symbol | Company | YTD Gain | Current Price | Price Target | Upside | Rating |
|---|---|---|---|---|---|---|
| LNG | Cheniere Energy | +40%+ | $224.37 | $312 | ~10% | Buy |
| VG | Venture Global | +100%+ | $16.65 | $18.50 | ~11% | Buy |
| GLNG | Golar LNG | +40%+ | $53.10 | $60 | ~13% | Buy |
| RRC | Range Resources | +28% (3mo) | $38.50 | $43.06 | ~12% | Moderate Buy |
Range Resources (NYSE: RRC) provides upstream exposure by supplying natural gas fueling the LNG export sector, with earnings growth projected exceeding 43% over the next year.
Why LNG Demand Is Surging in 2026
Global LNG demand is rising due to geopolitical tensions disrupting supply chains in critical shipping corridors. Taiwan has committed to increasing U.S. LNG imports starting June 2026, with other Asian nations expected to follow.
- Supply Disruptions: Disturbances in the Strait of Hormuz and Qatar constrain global LNG market capacity
- Asian Demand Growth: LNG demand is set to rise 60% by 2040, fueled by economic expansion in Asia
- U.S. Export Expansion: The U.S. plans to enhance LNG export capacity from 5 Bcf/d to 30 Bcf/d by 2030
- Market Size Growth: The global LNG market will grow from 553.16 mtpa in 2026 to 822.68 mtpa by 2031 (8.25% CAGR)
Key Industry Players Beyond the Top Three
Major companies operating in the global LNG market include QatarEnergy LNG (Qatargas), Shell plc, TotalEnergies SE, and Petronas, alongside U.S. leaders like ExxonMobil and ConocoPhillips.
"Cheniere and Venture Global, which are planning to enhance their facilities to increase capacity, may be better positioned to take advantage of the tightening global gas demand." - Goldman Sachs analysts, March 25, 2026
Investment Considerations for LNG Exposure
Investors seeking LNG sector exposure should note that persisting supply disruptions may keep prices elevated even after geopolitical conflicts resolve, creating sustained opportunities for producers.
- Cheniere responds directly to Asia demand as CEO Jack Fusco confirmed the company is scaling operations
- Analyst sentiment is bullish, with multiple price targets raised above the consensus of $1.88 over the last month
- The sector holds a Moderate Buy rating overall based on tangible earnings growth projections
Helpful tips and tricks for What Stocks Are Going Up Lng Names Post Surprise Gains
What stocks are going up right now in the LNG sector?
Cheniere Energy (LNG), Venture Global (VG), and Golar LNG (GLNG) are the top rising stocks, all up over 40% year-to-date as of May 2026, driven by surging LNG demand from geopolitical supply disruptions.
Why are LNG stocks rising in 2026?
LNG stocks are rising due to geopolitical tensions in the Strait of Hormuz and Qatar disrupting supply, combined with Taiwan and other Asian nations increasing U.S. LNG imports starting June 2026.
What is the price target for Cheniere Energy stock?
Goldman Sachs raised Cheniere's price target to $312 on March 25, 2026, indicating approximately 10% upside from its March closing price, with the stock trading at $224.37.
How much will LNG demand grow by 2040?
LNG demand is projected to rise 60% by 2040, fueled by economic growth in Asia, according to industry analysis.
Which LNG stocks does Goldman Sachs recommend buying?
Goldman Sachs recommends buying Cheniere (LNG), Venture Global (VG), and Golar LNG (GLNG), raising price targets on all three to reflect 10-13% upside potential.
