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RBC Capital Trims Cheniere Energy (LNG) PT to $271, Maintains Outperform Rating
Yahoo Finance· 2026-01-31 20:46
Cheniere Energy Inc. (NYSE:LNG) is one of the most undervalued large cap stocks to invest in now. On January 28, RBC Capital lowered its price target for Cheniere Energy to $271 from $282 while maintaining an Outperform rating. This sentiment was announced as part of the firm’s Q4 2025 preview for the US Midstream sector. The firm attributed its revised estimates primarily to the impact of commodity prices and production curtailments. RBC Capital also noted that while natural gas-focused stocks underperf ...
UBS Cautious on ConocoPhillips (COP) Amid Increased Willow Project Cost Estimates, Maintains ‘Buy’ Rating
Yahoo Finance· 2025-11-26 21:07
公司估值与分析师观点 - UBS维持对康菲石油的买入评级 但将目标价从122美元下调至117美元 认为公司是当前最被低估的纽约证券交易所股票之一 [1] - 尽管面临与Willow项目资本支出相关的财务挑战 UBS保持其乐观预测不变 [1] Willow项目资本支出更新 - 康菲石油将阿拉斯加Willow油气项目的总支出计划上调至高达90亿美元 初始估计为70至75亿美元 [2] - 资本支出上调的主要原因是约7亿美元的普遍通胀成本 导致新预算范围定为85至90亿美元 [2] Willow项目生产预期与战略重要性 - 公司仍预计于2029年初开始从Willow项目产油 该项目预计在30年生命周期内生产约6亿桶原油 [3] - Willow项目对公司具有重要战略意义 在德克萨斯州页岩盆地成熟之际 使投资组合多元化 并与推动增加国内石油生产的趋势相符 [3] 公司业务范围 - 康菲石油业务涵盖原油、沥青、天然气、液化天然气及天然气液体的勘探、生产、运输和销售 [4]