Cheniere Energy Targets Cut to $271 by RBC, $251 by Jefferies
RBC Capital trimmed Cheniere Energy’s price target from $282 to $271 on January 28, maintaining an Outperform rating and citing commodity-price movements and production curtailments. Jefferies followed on January 25 by lowering its target from $290 to $251, keeping a Buy rating on low leverage and firm contracted volumes despite weaker marketing margins.
1. RBC Capital Cuts Price Target to $271
On January 28, RBC Capital reduced its price target for Cheniere Energy from $282 to $271 while maintaining an Outperform rating. The firm attributed the revision to recent commodity-price volatility and production curtailments, noting natural gas-focused stocks lagged broader midstream peers amid AI-related sector concerns, yet upheld its long-term growth thesis.
2. Jefferies Lowers Price Target to $251
Earlier on January 25, Jefferies trimmed its price target from $290 to $251 and retained a Buy rating. This adjustment reflects expectations of lower long-term capacity and softer marketing margins, though Jefferies emphasized Cheniere’s strong contracted backlog and low leverage as key supports for future stability.