Goldman Sachs Initiates "Buy" Rating on Golar LNG (GLNG.US) with Strong Contract Base

Stock News
2025/10/16

Goldman Sachs has initiated coverage on Golar LNG (GLNG.US) with a "Buy" rating and a target price of $54. The firm highlighted Golar LNG's robust contract portfolio and its advantages in the expanding floating liquefied natural gas (LNG) market, which supports its optimistic outlook. Additionally, the company is well-positioned to monetize low-cost offshore gas reserves globally, focusing on the conversion and operation of floating LNG production units. Looking ahead, Goldman Sachs expects Golar LNG's annualized EBITDA to grow from $260 million in 2025 to $800 million by 2028. The firm noted that new projects and long-term agreements covering approximately 90% of its production capacity are key growth drivers. Moreover, Goldman Sachs indicated that the upcoming contract renewals will be critical catalysts for the stock price increase. Golar LNG provides services to the global gas and marine energy markets through the design, conversion, ownership, and operation of liquefaction, regasification, and storage floating LNG infrastructure. The company is included in the portfolio of Jacob Rothschild's family firm, RIT Capital Partners, which holds $41.19 million worth of Golar LNG shares, representing 5.16% of its portfolio.

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