Analysts Call Venture Global (VG) a Top Falling Buy After 260% Revenue Surge

Core Viewpoint - Venture Global Inc. is identified as a top falling stock to buy, with analysts highlighting its significant revenue growth despite recent price target adjustments by JPMorgan [1][2]. Financial Performance - The company reported a remarkable 260% increase in revenue for the third quarter, reaching $3.3 billion, while income from operations surged by 598% to $1.3 billion [2]. - Venture Global returned to profitability with a net income of approximately $400 million, marking a $776 million year-over-year increase, driven by $1.1 billion in operational income from $1.9 billion in LNG sales volumes at the Plaquemines Project [2][3]. Market Activity - The company set a new record by exporting 100 cargoes totaling 372 TBtu of liquefied natural gas [3]. - Despite strong performance, Venture Global lowered its adjusted EBITDA guidance for the year to a range of $6.35-$6.50 billion, down from the previous estimate of $6.40-$6.80 billion, due to a lower assumed fixed liquefaction fee on unsold cargoes [3]. Analyst Ratings - Bank of America Securities maintained a Buy rating on Venture Global with a price target of $15, indicating continued confidence in the company's prospects [4]. - JPMorgan adjusted its price target to $10 from $16 while keeping an Overweight rating, reflecting revised models that account for spreads and arbitration impacts [1][4].