GLNG

Rating buyAI Memo

Golar LNG

As of 2026-02-26/Confidence medium

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Data freshness

AI Memo

As of 2026-02-26 • Model: RankAlpha Sentiment AI

Decision Panel

Action, confidence, horizon, and decision blockers at a glance.

Action

buy

Confidence

medium

Horizon

—

Key catalyst

12-month analyst consensus re-rating • 2026-08-31

Expected move: -4%

Biggest risk

Bear case assumes prolonged weak spot charter rates, project delays, or higher financing costs that compress FCF and push market valuation below current levels.

Invalidation

Break below $35 or thesis failure.

What would change my mind?

Bull case assumes continued charter-rate tailwinds, higher FLNG utilization, and favorable contract awards leading to materially higher FCF and re-rating toward the high end of analyst targets.

Research note

Recommendation

buy

Confidence

medium

As of

2026-02-26

Base target

$48

p=60%

Bull target

$59

p=20%

Bear target

$35

p=20%

Key bullets

Fast scan of bull, bear, and watch items

BullKey bullets

Q1/2026 earnings & analyst revisions
LNG shipping charter-rate recovery / FLNG utilization
Bull case assumes continued charter-rate tailwinds, higher FLNG utilization, and favorable contract awards leading to materially higher FCF and re-rating toward the high end of analyst targets.

BearKey bullets

Project/FLNG delays or utilization shortfalls
Prolonged weak LNG charter rates
Rising interest rates or refinancing stress

WatchKey bullets

12-month analyst consensus re-rating

Summary

High-level snapshot

Recommendation

buy

Model confidence

medium

Timeframe

Asset

Equity

Trigger

Base case: $48 (p=60%)

Bull/Bear spread: +17% / -30%

Vs latest close: Bull +17% · Base -4% · Bear -30%

Scenario probabilities

Bull Target: $59 (p=20%)Base Target: $48 (p=60%)Bear Target: $35 (p=20%)

Commentary

Market sentiment is cautiously constructive: consensus analyst targets skew positive with an average near the mid-$40s and several houses higher toward the high-$50s [#SERP-2]. Short-term tone hinges on upcoming results and any near-term guidance changes [#SERP-1]. Coverage shows a buy-leaning consensus but with notable spread between low and high targets, reflecting divergent views on charter-rate recovery [#SERP-6].

As of 2026-02-26 • Updated bi-weekly / post-earningsSource: Internal modelMethodology

Analyst Summary

Thesis highlights from the latest analysis

Bull Case

Bull case assumes continued charter-rate tailwinds, higher FLNG utilization, and favorable contract awards leading to materially higher FCF and re-rating toward the high end of analyst targets.

Bear Case

Bear case assumes prolonged weak spot charter rates, project delays, or higher financing costs that compress FCF and push market valuation below current levels.

Drivers

Scannable catalysts and supporting factors

Q1/2026 earnings & analyst revisions
LNG shipping charter-rate recovery / FLNG utilization

Human Analyst Targets

External snippets for comparison only; verify at source.

Unverified externalLast fetched 2026-02-26Source quality: external scrape

External snippets are unverified; treat as directional signals only. Always confirm with the original provider.

Inline RA est

Provider

serper

Median (USD)

$48.32

Range (USD)

$11.33 - $58.80

Count

Query: Golar LNG Ltd Common (GLNG) analyst consensus price target high low average

GLNG | Golar LNG Ltd. Analyst Estimates - MarketWatch
Search result #1
Average Recommendation, Buy. Average Target Price, 51.35. Number Of Ratings, 12. FY Report Date, 12/2025. Last Quarter's Earnings, 0.48.
Open source
Golar LNG Limited: Target Price Consensus and Analysts ...
Search result #2
Analysts' Consensus ; Mean consensus. BUY ; Number of Analysts. 8 ; Last Close Price. 43.10USD ; Average target price. 51.69USD ; Spread / Average Target. +19.92%.
Extracted: $43.10, $51.69Open source
GLNG Stock Forecast - Golar LNG Ltd - Alpha Spread
Search result #3
Wall Street analysts forecast GLNG stock price to rise over the ...
Open source
Golar LNG Limited (GLNG) Stock Price, News, Quote & History
Search result #4
Previous Close 43.10 · Open 42.82 · Bid 36.27 x 100 · Ask 49.14 x 100 · Day's Range 42.65 - 43.19 · 52 Week Range 29.56 - 46.23 · Volume 44,104 · Avg. Volume 1,162,453 ...
Open source
GOLAR LNG LIMITED (GLNG) Stock, Price, News, Quotes ... - MSN
Search result #5
Analyst. Target Price. 51.81 · 8 analysts ; Earnings. EPS Estimate. 0.423. Due Feb 25 ; Investor. Trend. Sold. -5.20% shares.
Open source3 hours ago
Golar LNG (GLNG) Price Targets - Zacks Investment Research
Search result #6
The forecasts for Golar LNG Limited (GLNG) range from a low of $44.5 to a high of $56. The average price target represents a increase of $11.33 from the last ...
Extracted: $44.50, $56.00, $11.33Open source

Scenarios

Bull Target (Scenario probability)

$59 / p=20% prob

Base Target (Scenario probability)

$48 / p=60% prob

Bear Target (Scenario probability)

$35 / p=20% prob

Price $50 as of 2026-05-27

Nearest Scenario: Base (∆ 4%)

Targets vs latest close: Bull +17% · Base -4% · Bear -30%

Sentiment & Exposure

Sentiment unavailable: insufficient coverage

Events

Other notable items detected

EVENT2026-08-31
12-month analyst consensus re-rating
Analyst target revisions (mean/median updates) and published 12-month consensus could re-rate stock; assumption: consensus window closes by late summer 2026 so we use that window end for timing [#SERP-2], [#SERP-6].
Prob 75.00% • Move 12.00% • Priced-in 60.00%

Short-term Catalysts

Next few weeks

Q1/2026 earnings & analyst revisions
2026-05-27
Quarterly results and near-term analyst revisions may shift consensus targets; watch guidance and charter-rate disclosures [#SERP-1], [#SERP-9].
Prob 65% • Move 8% • Priced-in 50%

Long-term Catalysts

Months to a year

LNG shipping charter-rate recovery / FLNG utilization
2027-02-26
Sustained improvement in spot/contract LNG charter rates and higher FLNG utilization would boost FCF and valuations; market commentary and consensus targets imply upside risk if rates firm [#SERP-2], [#SERP-6].
Prob 50% • Move 40% • Priced-in 25%

Risks

Project/FLNG delays or utilization shortfalls
Prolonged weak LNG charter rates
Rising interest rates or refinancing stress

Peers

Symbol	Summary
FLNG	Flex LNG — comparable owner-operator with exposure to LNG shipping rates and vessel utilization.
LPG	Dorian LPG — related shipping exposure; serves as a thematic peer on shipping-cycle sensitivity (different cargo type but comparable cyclical dynamics).

Sources

Internal and external references used in this analysis

Model source: RankAlpha Sentiment AI
Human targets: serper
Targets query: Golar LNG Ltd Common (GLNG) analyst consensus price target high low average
Analysis date: 2026-02-26

AI Stock Memo: GLNG - Golar LNG - RankAlpha