Goldman Sachs Keeps Buy Rating on Venture Global (VG) After Arbitration Decision

Core Viewpoint - Venture Global, Inc. (NYSE:VG) is considered one of the undervalued stocks to buy, despite recent challenges stemming from an arbitration proceeding with BP plc [1][2]. Group 1: Price Target and Ratings - Goldman Sachs has reduced its price target for Venture Global, Inc. from $18 to $17.50 while maintaining a Buy rating [1]. - The firm has updated its model to reflect a potential $1 billion outflow in Q4 2026 due to the arbitration decision [3]. Group 2: Arbitration Proceedings - The arbitration ruling indicated that Venture Global did not timely declare the commencement of commercial operations at its Calcasieu Pass LNG facility, leading BP to seek damages exceeding $1 billion [2]. - Goldman Sachs has considered a downside scenario where total outflows could reach $5.3 billion if all ongoing cases are lost, yet still values the stock at $13 per share, above its current trading price of less than $9 [4]. Group 3: Future Expectations - Goldman Sachs anticipates that Venture Global will announce positive contracts in its Q3 2025 earnings report, suggesting that the recent stock sell-off may have been excessive [5].