Why Venture Global Shares Are Surging On Monday?

Venture Global (NYSE:VG) shares are up during Monday’s premarket session fueled by Brent crude's sharp climb on U.S.-Iran hostilities.

Brent crude surged roughly 8% to about $78.70 a barrel on Monday, climbing sharply after unprecedented strikes intensified concerns over potential supply disruptions across the Middle East.

Also, b reported fourth-quarter earnings and announced a new liquefied natural gas (LNG) purchase agreement with Trafigura.

Earnings Snapshot

Venture Global reported EPS of 41 cents which beat the analyst consensus estimate of 37 cents, while sales of $4.445 billion missed the consensus estimate of $4.516 billion.

The company exported 128 cargos and sold 478 TBtu of LNG, a new record, and an increase of 275% year over year.

As of December 31, cash and cash equivalents stood at $2.36 billion.

For 2026, the company sees adjusted EBITDA guidance of $5.20 billion – $5.80 billion and expects to export 145 – 156 cargos from the Calcasieu Project and 341 – 371 cargos from the Plaquemines Project.

CEO Mike Sabel added “We are anticipating an even more productive year in 2026, with exported cargos growing to over 500, securing more mid-term and long-term SPAs as recently announced supporting the FID of CP2 Phase II, and continued optimization of our facilities enabling us to continue to deliver LNG to our diverse portfolio of customers.”

LNG Deal

The new five-year agreement will allow Trafigura to purchase approximately 0.5 million tonnes per annum of U.S. LNG from Venture Global, starting in 2026.

This deal aims to provide greater flexibility and diversification for Venture Global’s LNG offerings, reflecting the increasing global demand for energy.

Additionally, Venture Global’s CEO Mike Sabel highlighted the significance of this agreement, stating it reinforces the company’s strategy of adding mid-term agreements to ensure a reliable supply of U.S. LNG in response to growing energy needs worldwide. The collaboration with Trafigura, a leader in LNG trading, is expected to strengthen their market position.

Technical Analysis

The broader market experienced declines on the previous trading day, with the S&P 500 down 0.93%, the Dow Jones falling 1.05%, and the Nasdaq sliding 1.30%. This backdrop suggests that while Venture Global is making strategic moves, the overall market sentiment remains cautious.

Currently, the stock is trading 8.15% higher in premarket, reflecting positive momentum. However, there are no significant moving averages or technical indicators available for analysis at this time.

Earnings & Analyst Outlook

Venture Global is slated to provide its next financial update on May 12, 2026.

• EPS Estimate: 30 cents (Up from 15 cents YoY)
• Revenue Estimate: $4.41 billion (Up from $2.89 billion YoY)
• Valuation: P/E of 11.1x (Indicates value opportunity)

Analyst Consensus & Recent Actions: The stock carries a Buy Rating with an average price target of $13.64. Recent analyst moves include:

• Morgan Stanley: Initiated with Underweight (Target $8.00) (Feb. 24)
• JP Morgan: Downgraded to Neutral (Raises Target to $11.00) (Jan. 27)
• UBS: Buy (Lowers Target to $16.00) (Jan. 22)

VG Price Action: Venture Global shares were up 18.68% at $11.50 during premarket trading on Monday, according to Benzinga Pro data.

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