20 May 2026

Arctic FLASH: Golar LNG - Back to growth mode and the stock should move higher

- Kristoffer Barth Skeie | Lars Moen Eide
- 11 pages

Adj. EBITDA of USD 105.6m (+20% vs. Cons.)Targeting a 4th unit within '26 (positive shift in wording)No update on strategic review, as expected...... but one unit adds USD 11.4/sh in SOTP (ARCe) with WACC of 8%This implies a fair value of USD 66.4/sh which is our target priceBack to growth mode should be appreciatedWe see the stock trading higher today

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Arctic FLASH: Golar LNG - Back to growth mode and the stock should move higher

GOLAR LNG (GLNG:NYSE) | 0 0 0.0%

Published: 20 May 2026
Author: Kristoffer Barth Skeie | Lars Moen Eide
Pages: 11

Adj. EBITDA of USD 105.6m (+20% vs. Cons.)Targeting a 4th unit within '26 (positive shift in wording)No update on strategic review, as expected...... but one unit adds USD 11.4/sh in SOTP (ARCe) with WACC of 8%This implies a fair value of USD 66.4/sh which is our target priceBack to growth mode should be appreciatedWe see the stock trading higher today