What investors are saying about Cheniere Energy (LNG)

Summary

In the past 30 days, 3 people on 3 investor and market shows discussed Cheniere Energy (LNG) in 3 views. Going by each speaker's latest call, 3 are bullish. Chorus has followed Cheniere Energy since October 12, 2026: 5 views from 5 people on 5 shows.

Who talks about it most

• Craig Johnson · 1
• Jay Hatfield · 1
• Eli Horton · 1
• Jim Cramer · 1
• Jim Lebenthal · 1

The latest views

Newest first. Every quote is checked against the episode's transcript.

• Craig Johnson · Piper SandlerBullish

  Cheniere's chart shows a large base and a breakout to new highs, which is bullish.

  Johnson is a technical analyst and bases this on the chart. A very large base has formed in Cheniere and the stock has just broken out. He buys stocks making new highs and says the same pattern is showing up in other parts of the energy sector. The view comes from the technical setup, not a fundamental forecast.

  “on the technical side, a very big base has formed, and we just broke out. We like stocks that make new highs.”at 10:33

  CNBC Power Lunch: CoreWeave AI Rally, NVIDIA Scrutiny and Energy Shipping Risks · November 12, 2026

• Jay Hatfield · Infrastructure Capital AdvisorsBullish

  Cheniere's LNG contracts at about $12/MCF versus $30 in Europe make it a buy, not a bubble.

  Hatfield says Cheniere exports natural gas under contracts priced around $12 per MCF, while European prices are around $30. He says the stock is not a bubble because when the contracts roll, Cheniere should make much more money if market conditions continue. He uses this as the test for bubbles: whether the contract price is below the market price of the commodity.

  “Cheniere exports natural gas. They have contracts about 12 in MCF. Right now in Europe, they're 30. So is that a bubble? No. You wanna go buy Cheniere.”at 23:02

  Excess Returns: Tech is Selling Off. AI Debt Fears Are Rising. So Why Does a $4B Manager See a Reverse Bubble? · October 30, 2026

• Eli Horton · TCWBullish

  Cheniere benefits as energy security pushes Europe and Asia toward North American LNG supply.

  Horton says TCW owns Cheniere alongside Venture Global and sees both as embodying the importance of energy security. Roughly 20% of the Middle East's largest gas exporter's facilities have been knocked offline since March by bomb damage, and European gas prices have risen about fourfold in that period. Europe and Asia are turning to more resilient supply, which means North American exporters such as Cheniere. The spread they earn on exported gas is blowing out, and Horton expects this to come back to them. He says the company is not really related to the AI trade.

  “These are two companies that I think really epitomize the importance of energy security globally. ... Europe gas prices have gone up four x in that time period, and companies in Europe and in Asia are looking for more resilient ways to get energy supply, power supply. That means North American exporters.”at 43:17

  CNBC Closing Bell: AI Trade Faces a Reality Check 10/14/26 · October 14, 2026

• Jim Cramer · CNBCBullish

  Cheniere (LNG) is a better LNG buy than Venture Global, which has limited upside near $13.

  A caller asked whether Venture Global could run to $20. Cramer said the stock got a bad reputation after contract disputes, which investors have since forgotten, but at about $13 he sees less upside than he would like. He thinks LNG (Cheniere) is the better place to put money in the LNG theme and says he would buy it.

  “But stuck here at 13, I don't see as much upside as I'd like. I think LNG is better, and that's [what I mean:] the stock symbol is LNG. I would put my money in that.”at 10:34

  Mad Money with Jim Cramer: Mad Money w/ Jim Cramer 10/12/26 · October 12, 2026

• Jim Lebenthal · Cerity PartnersBullish

  Cheniere is a pipeline-like LNG exporter that adds to his diversified energy exposure.

  He holds energy stocks across three names for a diversified approach: integrated oil, LNG and drilling. Cheniere is a pipeline-like business focused on liquefied natural gas exports, which benefits from the broad global energy demand he sees across all energy types.

  “I'm playing it through three different names. ExxonMobil, obviously integrated oil Cheniere, which is a pipeline like yours, focused on liquefied natural gas exports”at 40:49

  CNBC Halftime Report: High Bar for Q3 Earnings? The Investment Committee Debates 10/12/26 · October 12, 2026