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Morgan Stanley Upgrades Cheniere Energy (LNG)

Fintel
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⚡ Quantum Brief
Morgan Stanley upgraded Cheniere Energy (LNG) from Equal-Weight to Overweight on March 23, 2026, signaling increased confidence in the energy company’s growth prospects despite mixed analyst forecasts. The average one-year price target for LNG is $268.29, implying a 6.6% downside from its current $287.26 share price, with projections ranging from $232.30 to $312.90 amid modest revenue growth of 0.48%. Institutional ownership dropped 30.79% last quarter, with total shares held falling 15.18%, though the average portfolio allocation rose 33.7%, reflecting concentrated bets by remaining investors. Key shareholders like Canada Pension Plan (up 54.36%) and Blackstone (up 11.33%) increased stakes, while others like Geode Capital and Massachusetts Financial trimmed positions, showing divided institutional sentiment. The put/call ratio of 0.98 suggests bullish market sentiment, contrasting with the analyst downside forecast, as major funds adjust allocations ahead of projected $90.98 non-GAAP EPS.
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AAPL TSLA AMZN META AMD NVDA PEP COST ADBE GOOG AMGN HON INTC INTU NFLX ADP SBUX MRNA AAPL TSLA AMZN META AMD NVDA PEP COST ADBE GOOG AMGN HON INTC INTU NFLX ADP SBUX MRNA AAPL TSLA AMZN META AMD NVDA PEP COST ADBE GOOG AMGN HON INTC INTU NFLX ADP SBUX MRNA Stocks LNG Morgan Stanley Upgrades Cheniere Energy (LNG) March 23, 2026 — 08:04 pm EDT Written by George Maybach for Fintel-> Fintel reports that on March 23, 2026, Morgan Stanley upgraded their outlook for Cheniere Energy (NYSE:LNG) from Equal-Weight to Overweight.

Analyst Price Forecast Suggests 6.60% Downside As of February 25, 2026, the average one-year price target for Cheniere Energy is $268.29/share. The forecasts range from a low of $232.30 to a high of $312.90. The average price target represents a decrease of 6.60% from its latest reported closing price of $287.26 / share. See our leaderboard of companies with the largest price target upside. The projected annual revenue for Cheniere Energy is 19,581MM, an increase of 0.48%. The projected annual non-GAAP EPS is 90.98. What is the Fund Sentiment? There are 1,477 funds or institutions reporting positions in Cheniere Energy. This is an decrease of 657 owner(s) or 30.79% in the last quarter. Average portfolio weight of all funds dedicated to LNG is 0.37%, an increase of 33.70%. Total shares owned by institutions decreased in the last three months by 15.18% to 193,903K shares. The put/call ratio of LNG is 0.98, indicating a bullish outlook. What are Other Shareholders Doing?

Canada Pension Plan Investment Board holds 4,009K shares representing 1.91% ownership of the company. In its prior filing, the firm reported owning 1,830K shares , representing an increase of 54.36%. The firm increased its portfolio allocation in LNG by 72.64% over the last quarter. Blackstone Group holds 3,890K shares representing 1.85% ownership of the company. In its prior filing, the firm reported owning 3,449K shares , representing an increase of 11.33%. The firm decreased its portfolio allocation in LNG by 17.10% over the last quarter.

Geode Capital Management holds 3,883K shares representing 1.85% ownership of the company. In its prior filing, the firm reported owning 3,978K shares , representing a decrease of 2.46%. The firm decreased its portfolio allocation in LNG by 21.88% over the last quarter.

Massachusetts Financial Services holds 3,868K shares representing 1.84% ownership of the company. In its prior filing, the firm reported owning 4,000K shares , representing a decrease of 3.41%. The firm decreased its portfolio allocation in LNG by 16.73% over the last quarter. Norges Bank holds 3,764K shares representing 1.79% ownership of the company. In its prior filing, the firm reported owning 0K shares , representing an increase of 100.00%. Fintel is one of the most comprehensive investing research platforms available to individual investors, traders, financial advisors, and small hedge funds.Our data covers the world, and includes fundamentals, analyst reports, ownership data and fund sentiment, options sentiment, insider trading, options flow, unusual options trades, and much more. Additionally, our exclusive stock picks are powered by advanced, backtested quantitative models for improved profits.Click to Learn MoreThis story originally appeared on Fintel. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Tags Stocks Fintel Fintel is a leading provider of financial data and insights for intelligent, data-driven investors. With coverage of over 75,000 listed companies on all major stock exchanges, Fintel has the most comprehensive coverage of global equities at prices individual investors can afford. Check out our Unique Analysis of Insider Sentiment for Cheniere Energy, Inc.-> Find out what the Options Markets think of Cheniere Energy, Inc.-> See our take on Cheniere Energy, Inc. Upcoming Earnings-> More articles by this source-> Stocks mentioned LNG More Related Articles This data feed is not available at this time. Data is currently not available • Sign up for the TradeTalks newsletter to receive your weekly dose of trading news, trends and education. Delivered Wednesdays.

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