Cheniere Energy Partners 주식 (NYSE: CQP)

에 대한 최신 뉴스 Cheniere Energy Partners (NYSE:CQP) 주식

Cheniere Energy Partners

Cheniere Energy Partners is a liquified natural gas producer operating one facility in Sabine Pass, Louisiana. It generates most of its revenue through long-term contracts with customers on a fixed- and variable-fee payout structure. It also generates revenue by selling uncontracted LNG to customers on a short or one-time basis. The revenue generated through those activities is split with parent and operator Cheniere Energy.

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3분기 실적 시즌이 다가오면서, 골드만삭스는 투자자들이 재무 실적을 통해 수익을 올릴 수 있는 주요 주식 기회를 식별한 노트를 발표했다. 애널리스트 존 마샬(John Marshall)과 그의 팀은 목요일에 18개의 주식이 실적 상향 조정의 혜택을 받을 가능성이 있고, 7개의 주식은 하향 조정의 영향을 받을 가능성이 있다고 강조했다.

이번 실적 시즌에 매수할 주식 18개, 매도할 주식 7개: 골드만삭스는 올해를 &#39;주식 선택자의 해&#39;

Cheniere Energy Partners, LP Common Units

Cheniere Energy Partners LP

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Shares of oil and gas companies are trading higher following President Trump's decision to implement a 90-day pause on reciprocal tariffs for all countries except China.

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Shares of energy stocks are trading higher amid strength in oil and natural gas prices.

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Shares of energy companies are trading higher amid ongoing volatility, possibly concerning tariff delays, global conflict and recent OPEC+ production.

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>JP Morgan analyst Rajat Gupta downgraded the rating for TrueCar, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TRUE#NASDAQ">TRUE</a>) from Overweight to Neutral. TrueCar shares closed at $2.67 on Thursday. <a href="https://www.benzinga.com/quote/true/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>B of A Securities analyst Madeline Brooks downgraded Akamai Technologies, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AKAM#NASDAQ">AKAM</a>) from Buy to Neutral and lowered the price target from $125 to $100. Akamai shares closed at $98.03 on Thursday. <a href="https://www.benzinga.com/quote/akam/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Piper Sandler analyst Mark Fitzgibbon downgraded Amalgamated Financial Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAL#NASDAQ">AMAL</a>) from Overweight to Neutral and lowered the price target from $42 to $38. Amalgamated Financial shares closed at $35.28 on Wednesday. <a href="https://www.benzinga.com/quote/amal/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Stifel analyst Benjamin Nolan downgraded Cheniere Energy Partners, L.P. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CQP#NYSE">CQP</a>) from Hold to Sell and raised the price target from $50 to $51. Cheniere Energy Partners shares closed at $63.14 on Thursday. <a href="https://www.benzinga.com/quote/AFRM/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>William Blair analyst Louie DiPalma downgraded the rating for Booz Allen Hamilton Holding Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>) from Outperform to Market Perform. Booz Allen Hamilton shares closed at $113.62 on Thursday. <a href="https://www.benzinga.com/quote/BAH/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying BAH stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="621" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/21132625/image-179-1024x621.png" alt="" class="wp-image-793643" style="width:536px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/21132625/image-179-1024x621.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/21132625/image-179-300x182.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/21132625/image-179-768x465.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/21132625/image-179.png 1117w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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News

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This Booz Allen Hamilton Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Friday

Stifel analyst Benjamin Nolan downgrades Cheniere Energy Partners (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CQP#NYSE">CQP</a>) from Hold to Sell and raises the price target from $50 to $51.

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Stifel Downgrades Cheniere Energy Partners to Sell, Raises Price Target to $51

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Shares of oil and gas companies are trading lower after President Trump reiterated a pledge to increase oil production.

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Shares of oil and gas companies are trading higher as investors evaluate President Trump's tariffs against Mexico, Canada and China and its impact on refining costs. Also, OPEC+ is maintaining its policy of raising oil output but has removed the U.S. government data as a source to monitor production and adherence to supply pacts.

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Shares of oil and gas companies are trading lower after President Trump asked OPEC to cut prices.

Barclays analyst Theresa Chen maintains Cheniere Energy Partners (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CQP#NYSE">CQP</a>) with a Underweight and raises the price target from $46 to $54.

Barclays Maintains Underweight on Cheniere Energy Partners, Raises Price Target to $54

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Shares of oil and gas companies are trading lower amid overall market weakness following the Fed's rate decision to cut rates by 25 basis points.

Wells Fargo analyst Michael Blum maintains Cheniere Energy Partners (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CQP#NYSE">CQP</a>) with a Underweight and raises the price target from $49 to $55.

Wells Fargo Maintains Underweight on Cheniere Energy Partners, Raises Price Target to $55

Guidance

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Cheniere Partners Reconfirms Full Year 2024 Distribution Guidance Of $3.15-$3.35 Per Common Unit, Maintaining A Base Distribution Of $3.10 Per Common Unit

Cheniere Energy Partners (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/CQP#AMEX">CQP</a>) reported quarterly earnings of $1.08 per share which missed the analyst consensus estimate of $1.11 by 2.7 percent. The company reported quarterly sales of $2.06 billion which missed the analyst consensus estimate of $2.42 billion by 15.13 percent. This is a 3.43 percent decrease over sales of $2.13 billion the same period last year.

Cheniere Energy Partners Q3 2024 GAAP EPS $1.08 Misses $1.11 Estimate, Sales $2.06B Miss $2.42B Estimate

As the third-quarter earnings season approaches, Goldman Sachs has issued a note identifying key stock opportunities for investors looking to profit <a href="https://www.benzinga.com/news/earnings/24/10/41255250/banks-gear-up-for-earnings-season-15-top-stock-picks-including-citigroup-morgan-stanley-and-truist">from financial results.</a>
Analyst John Marshall and his team shared their insights on Thursday, highlighting 18 stocks that could benefit from upward earnings revisions and seven stocks likely to face downward revisions.
<h3 class="wp-block-heading">The &#8216;Stock Picker&#8217;s Year&#8217;: 10% Upside In S&amp;P 500</h3>
Goldman Sachs analysts call 2024 "the year of the stock picker," emphasizing the importance of selective investing in a volatile earnings environment.
According to the investment bank&#8217;s latest projections, the average S&amp;P 500 stock could see a 10% upside over the next 12 months. 
"We see relief rally potential," Marshall stated in his note. "Directional positioning in the options market is balanced, a much better set-up than this time last quarter."
The analysts also observed that activity in options markets, both from hedge funds and retail traders, has decreased recently, signaling a "wait-and-see" approach as investors prepare for third-quarter earnings reports and the upcoming U.S. elections.
<h3 class="wp-block-heading">Earnings Season Volatility Remains Elevated</h3>
Goldman Sachs highlighted that single-stock volatility surrounding earnings events remains at a 14-year high. 
This trend, driven by critical market debates on topics like artificial intelligence, interest rates, and the upcoming election, is expected to continue through the remainder of the year.
&#8220;We expect earnings day moves to remain elevated as most of the key debates for the market have winners and losers in the equity space,&#8221; the note added. 
With this heightened volatility, the firm continues to recommend options-based strategies, advising investors to consider buying options ahead of earnings events and selling options between earnings periods to capitalize on price movements.
<h3 class="wp-block-heading">18 Stocks Goldman Sachs Is Bullish On For Third-Quarter Earnings</h3>
Goldman Sachs&#8217; analysts have identified 18 stocks they believe are primed for upside as earnings revisions could be favorable. These stocks span a variety of sectors, from energy and financials to healthcare and technology.
<figure class="wp-block-table is-style-stripes"> 
<table>
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<th>Company</th>
<th>Sector</th>
<th>Earnings Date (e)</th>
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</thead>
<tbody>
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<td>Gap Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GAP#NYSE">GAP</a>)</td>
<td>Discretionary</td>
<td>Nov. 15</td>
</tr>
<tr>
<td>Permian Resources (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PR#NYSE">PR</a>)</td>
<td>Energy</td>
<td>Nov. 7</td>
</tr>
<tr>
<td>Citigroup Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/C#NYSE">C</a>)</td>
<td>Financials</td>
<td>Oct. 15</td>
</tr>
<tr>
<td>Synchrony Financial (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SYF#NYSE">SYF</a>)</td>
<td>Financials</td>
<td>Oct. 16</td>
</tr>
<tr>
<td>Amgen Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMGN#NASDAQ">AMGN</a>)</td>
<td>Healthcare</td>
<td>Oct. 30</td>
</tr>
<tr>
<td>Boston Scientific (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BSX#NYSE">BSX</a>)</td>
<td>Healthcare</td>
<td>Oct. 23</td>
</tr>
<tr>
<td>Merck &amp; Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>)</td>
<td>Healthcare</td>
<td>Oct. 31</td>
</tr>
<tr>
<td>Qiagen NV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QGEN#NYSE">QGEN</a>)</td>
<td>Healthcare</td>
<td>Oct. 30</td>
</tr>
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<td>AZEK Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AZEK#NYSE">AZEK</a>)</td>
<td>Industrials</td>
<td>Nov. 29</td>
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<tr>
<td>ADT Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ADT#NYSE">ADT</a>)</td>
<td>TMT</td>
<td>Nov. 1</td>
</tr>
<tr>
<td>Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>)</td>
<td>TMT</td>
<td>Dec. 6</td>
</tr>
<tr>
<td>Dell Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>)</td>
<td>TMT</td>
<td>Nov. 25</td>
</tr>
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<td>Klaviyo (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KVYO#NYSE">KVYO</a>)</td>
<td>TMT</td>
<td>Nov. 7</td>
</tr>
<tr>
<td>Monday.com Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MNDY#NASDAQ">MNDY</a>)</td>
<td>TMT</td>
<td>Nov. 13</td>
</tr>
<tr>
<td>Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)</td>
<td>TMT</td>
<td>Nov. 21</td>
</tr>
<tr>
<td>Snowflake Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNOW#NYSE">SNOW</a>)</td>
<td>TMT</td>
<td>Nov. 29</td>
</tr>
<tr>
<td>Toast Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TOST#NYSE">TOST</a>)</td>
<td>TMT</td>
<td>Nov. 7</td>
</tr>
<tr>
<td>Sempra (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SRE#NYSE">SRE</a>)</td>
<td>Utilities</td>
<td>Nov. 4</td>
</tr>
</tbody>
</table>
</figure>
<h3 class="wp-block-heading">7 Stocks Goldman Sachs Is Bearish On For Third-Quarter Earnings</h3>
In contrast, the investment bank has identified seven stocks that they expect to face downward earnings revisions in the third quarter, advising investors to exercise caution.
<figure class="wp-block-table is-style-stripes"> 
<table>
<thead>
<tr>
<th>Company</th>
<th>Sector</th>
<th>Earnings Date (e)</th>
</tr>
</thead>
<tbody>
<tr>
<td>Choice Hotels (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHH#NYSE">CHH</a>)</td>
<td>Discretionary</td>
<td>Nov. 7</td>
</tr>
<tr>
<td>Cheniere Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CQP#NYSE">CQP</a>)</td>
<td>Energy</td>
<td>Nov. 1</td>
</tr>
<tr>
<td>Janus Henderson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JHG#NYSE">JHG</a>)</td>
<td>Financials</td>
<td>Oct. 31</td>
</tr>
<tr>
<td>LyondellBasell (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LYB#NYSE">LYB</a>)</td>
<td>Materials</td>
<td>Nov. 1</td>
</tr>
<tr>
<td>Clorox Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CLX#NYSE">CLX</a>)</td>
<td>Staples</td>
<td>Nov. 1</td>
</tr>
<tr>
<td>Kraft Heinz Co. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KHC#NASDAQ">KHC</a>)</td>
<td>Staples</td>
<td>Oct. 30</td>
</tr>
<tr>
<td>Upstart Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UPST#NASDAQ">UPST</a>)</td>
<td>TMT</td>
<td>Nov. 7</td>
</tr>
</tbody>
</table>
</figure>
Read Next:
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</ul>
Image created using artificial intelligence via Midjourney.

18 Stocks To Buy, 7 To Sell This Earnings Season: Goldman Sachs Calls It 'The Year Of The Stock Picker'

Cheniere Energy, Inc. (&quot;Cheniere&quot; or the &quot;Company&quot;) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LNG#NYSE">LNG</a>) announced today that its subsidiary Cheniere Marketing, LLC (&quot;Cheniere Marketing&quot;), entered into a long-term liquefied natural gas (&quot;LNG&quot;) sale and purchase agreement (&quot;SPA&quot;) with Galp Trading S.A. (&quot;Galp&quot;), a subsidiary of Galp Energia, SGPS, S.A. (&quot;Galp Energia&quot;).
Under the SPA, Galp has agreed to purchase approximately 0.5 million tonnes per annum (&quot;mtpa&quot;) of LNG for 20 years from Cheniere Marketing on a free-on-board basis for a purchase price indexed to the Henry Hub price, plus a fixed liquefaction fee. Deliveries are expected to commence in the early 2030s and are subject to, among other things, a positive Final Investment Decision with respect to the second train (&quot;Train Eight&quot;) of the Sabine Pass Liquefaction Expansion Project (&quot;SPL Expansion Project&quot;). The SPA includes a limited number of early cargoes to be purchased by Galp prior to the start of Train Eight.

Cheniere Energy and Galp Ink 20-Year LNG Agreement for 0.5 Million Tonnes Annually

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Shares of oil and gas stocks are trading lower despite Middle East tensions. Weak US economic data may be weighing on demand outlook.

Cheniere Energy Partners, L.P.&nbsp;(NYSE: <a class="ticker" href="https://www.benzinga.com/stock/cqp#NYSE">CQP</a>) has witnessed upward earnings estimate revisions for 2024 and 2025 in the past 30 days.
<h3>Factors Driving the Stock</h3>
<h3>Favorable Style Score</h3>
Cheniere Partners has an impressive&nbsp;Value Score&nbsp;of B. Value Score helps find stocks that are undervalued. Back-tested results have shown that stocks with a favorable Value Score, combined with a solid Zacks Rank, are the best investment bets.
<h3>Robust Outlook</h3>
The Zacks Consensus Estimate for CQP&#39;s 2024 earnings is pegged at $4.15 per share, suggesting growth of 57% from the year-ago reported figure. The consensus mark for 2025 earnings is pegged at $4.18 per share, also indicating a year-over-year improvement.
<h3>Impressive Earnings Surprise History</h3>
Cheniere Partners&#39; bottom line outpaced estimates in the trailing four quarters, the average surprise being 28.8%.
<h3>Key Business Tailwinds</h3>
CQP holds a strong position in the market as a leading LNG exporter in the United States, thanks to its Sabine Pass LNG terminal, which boasts a production capacity of 30 Mtpa. The terminal&#39;s strategic location and connectivity to major pipelines further enhance its competitive edge, enabling the company to capitalize on the growing global demand for LNG.
As of Mar 31, 2024, Cheniere Partners maintained a robust liquidity position, with $2.1 billion in total available liquidity. This includes $333 million in cash and cash equivalents, $59 million in restricted cash, and substantial available commitments under credit facilities. This strong liquidity allows the partnership to manage operations efficiently and invest in growth opportunities without financial constraints.
Cheniere Partners has a solid track of providing consistent cash distributions to its unitholders. For the first quarter of 2024, the partnership declared a cash distribution of 81 cents per common unit, reaffirming its 2024 distribution guidance of $3.15-$3.35 per common unit. This stable and predictable income stream is attractive to income-focused investors seeking reliable returns.
The partnership is actively pursuing strategic expansion projects to increase its production capacity. The SPL Expansion Project aims to add approximately 20 million tons per annum of LNG production capacity, showcasing Cheniere Partners&#39; commitment to growth. This expansion is supported by applications submitted to the Federal Energy Regulatory Commission and the Department of Energy for the necessary authorizations.
Cheniere Partners continues to demonstrate strong operational performance, as evidenced by the export of 114 LNG cargoes totaling 418 TBtu in the first quarter of 2024. This represents a 2% increase in cargo and a 4% increase in volume from the same period in 2023. The consistent rise in LNG exports highlights the partnership&#39;s operational efficiency and ability to meet global LNG demand.
<h3>Risks</h3>
The Zacks Rank #3 (Hold) partnership has been offering lower dividends to its investors, which may not be attractive to those seeking consistent income from their investments.
<h3>Key Picks</h3>
Investors interested in the&nbsp;energy&nbsp;sector may look at some better-ranked companies mentioned below. These three companies presently sport a Zacks Rank #1 (Strong Buy).
SM Energy&nbsp;Company&nbsp;is set to expand its oil-centered operations in the coming years, with an increasing focus on crude oil, especially in the Permian Basin and Eagle Ford regions. The company&#39;s attractive oil and gas investments should create long-term shareholder value.
The Zacks Consensus Estimate for SM&#39;s 2024 and 2025 earnings per unit is pegged at $7.09 and $8.66, respectively. The company has a Zacks Style Score of A for Value. It has witnessed upward earnings estimate revisions for 2024 and 2025 in the past 30 days.
Sunoco LP&nbsp;is a leading wholesale motor fuel distributor in the United States, boasting a vast distribution network spanning 40 states. With long-term contracts servicing more than 10,000 convenience stores, it distributes more than 10 fuel brands, ensuring a stable revenue stream. SUN currently has a Value and Growth Score of A.
The Zacks Consensus Estimate for 2024 and 2025 earnings per unit is pegged at $7.29 and $7.26, respectively. The partnership has witnessed upward earnings estimate revisions for 2024 and 2025 in the past 60 days.
GeoPark Ltd., based in Hamilton, Bermuda, is an explorer, operator and consolidator in the oil and gas sector. The company primarily operates in Chile, Colombia, Brazil and Argentina. It has a Zacks Style Score of A for Value and B for Growth.
The Zacks Consensus Estimate for 2024 and 2025 earnings per unit is pegged at $3.23 and $3.98, respectively. The company has witnessed upward earnings estimate revisions for 2024 and 2025 in the past 60 days.
<a href="https://www.zacks.com/stock/news/2310324/here-s-why-you-should-retain-cheniere-partners-cqp-stock-now?cid=CS-BENZ-FT-analyst_blog|rank_focused-2310324">To read this article on Zacks.com click here.</a>

Small Cap

Here's Why You Should Retain Cheniere Partners Stock Now

Barclays analyst Theresa Chen maintains Cheniere Energy Partners (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CQP#NYSE">CQP</a>) with a Underweight and raises the price target from $45 to $46.

Barclays Maintains Underweight on Cheniere Energy Partners, Raises Price Target to $46

Cheniere Energy Partners, L.P.&nbsp;(NYSE: <a class="ticker" href="https://www.benzinga.com/stock/cqp#NYSE">CQP</a>) has witnessed upward earnings estimate revisions for 2024 and 2025 in the past 30 days.
The company&#39;s earnings beat the Zacks Consensus Estimate in the trailing four quarters, delivering an average surprise of 28.8%.
<h3>What&#39;s Favoring the Stock?</h3>
Cheniere Partners holds a strong market position as a leading LNG exporter in the United States. The company&#39;s Sabine Pass LNG terminal, with a production capacity of approximately 30 Mtpa, positions it favorably to capitalize on the growing global demand for LNG. The terminal&#39;s strategic location and connectivity to major pipelines further enhance its competitive advantage.
Cheniere Partners boasts a robust liquidity position, which includes $2.1 billion in total available liquidity as of Mar 31, 2024. This liquidity is composed of $333 million in cash and cash equivalents, $59 million in restricted cash, and substantial available commitments under credit facilities. This strong liquidity enables the partnership to manage its operations smoothly and invest in growth opportunities without facing financial constraints.
Cheniere Partners has a history of providing consistent cash distributions to its unitholders. For the first quarter of 2024, the partnership declared a cash distribution of 81 cents per common unit, reconfirming its 2024 distribution guidance of $3.15-$3.35 per common unit. This stable and predictable income stream is appealing to income-focused investors seeking reliable returns.
The partnership is actively pursuing strategic expansion projects to enhance its production capacity. The SPL Expansion Project, which aims to add approximately 20 million tons per annum of LNG production capacity, demonstrates Cheniere Partners&#39; commitment to growth. The expansion is supported by applications submitted to the Federal Energy Regulatory Commission and the Department of Energy for necessary authorizations.
Cheniere Partners continues to exhibit strong operational performance, evidenced by the export of 114 LNG cargoes totaling 418 TBtu in the first quarter of 2024. This represents a 2% increase in cargo and a 4% increase in volume compared to the same period in 2023. The consistent growth in LNG exports underscores the partnership&#39;s operational efficiency and its ability to meet global LNG demand.
The partnership&#39;s commitment to prudent capital allocation is evident from its decision to prepay $150 million in principal amount of its 5.750% Senior Secured Notes due 2024 with cash on hand. This move not only reduces financial leverage but also demonstrates Cheniere Partners&#39; focus on maintaining a healthy balance sheet and optimizing capital structure.
<h3>Risks</h3>
The Zacks Rank #3 (Hold) partnership has been offering lower dividends to its investors, which may not be attractive to those seeking consistent income from their investments.
<h3>Key Picks</h3>
Investors interested in the&nbsp;energy&nbsp;sector may look at some better-ranked companies mentioned below. The three companies presently carry a Zacks Rank #2 (Buy).
USA Compression Partners, LP&nbsp;(NYSE: <a class="ticker" href="https://www.benzinga.com/stock/usac#NYSE">USAC</a>) is one of the largest independent natural gas compression service providers across the United States in terms of fleet horsepower. USA Compression Partners earns its revenues from the overall horsepower use of natural gas transported rather than the price. As such, the partnership is largely insulated from fluctuations in commodity prices.
The Zacks Consensus Estimate for USAC&#39;s 2024 and 2025 earnings per share is pegged at 77 cents and 98 cents, respectively. The company has a Zacks Style Score of B for Growth. It has witnessed upward earnings estimate revisions for 2024 and 2025 in the past 30 days.
Enterprise Products Partners&nbsp;(NYSE: <a class="ticker" href="https://www.benzinga.com/stock/epd#NYSE">EPD</a>) is among the leading midstream energy players in North America. &nbsp;It has an extensive network of pipelines that spreads across more than 50,000 miles.
The Zacks Consensus Estimate for EPD&#39;s 2024 and 2025 EPS is pegged at $2.71 and $2.87, respectively. The company has a Zacks Style Score of A for Value. It has witnessed upward earnings estimate revisions for 2024 and 2025 in the past 60 days.
ProPetro Holding Corporation&nbsp;(NYSE: <a class="ticker" href="https://www.benzinga.com/stock/pump#NYSE">PUMP</a>) is an oilfield services provider operating primarily in the Permian Basin spread over West Texas and New Mexico. ProPetro&#39;s strategic transition to next-generation equipment, including FORCE electric fleets, underscores its market leadership and cutting-edge technology.
The Zacks Consensus Estimate for PUMP&#39;s 2024 and 2025 EPS is pegged at 67 cents and 83 cents, respectively. The company has a Zacks Style Score of A for Value and B for Growth. It has witnessed upward earnings estimate revisions for 2024 and 2025 in the past 30 days.
<a href="https://www.zacks.com/stock/news/2285573/here-s-why-you-should-retain-cheniere-partners-cqp-stock?cid=CS-BENZ-FT-analyst_blog|rank_focused-2285573">To read this article on Zacks.com click here.</a>

PUMP

Here's Why You Should Retain Cheniere Partners Stock

Press Releases

Cheniere Announces Timing of Third Quarter 2024 Earnings Release and Conference Call

Cheniere Partners Declares Quarterly Distributions

Cheniere Establishes Methane Emissions Intensity Target for its Liquefaction Assets

Cheniere Partners Reports Third Quarter 2024 Results and Reconfirms Full Year 2024 Distribution Guidance

Cheniere Reports Third Quarter 2024 Results and Raises Full Year 2024 Financial Guidance

Cheniere Announces Publication of Updated Peer-Reviewed LNG Life Cycle Assessment

Cheniere Announces Timing of Fourth Quarter and Full Year 2024 Earnings Release and Conference Call

Cheniere Partners Reports Fourth Quarter and Full Year 2024 Results and Introduces Full Year 2025 Distribution Guidance

Cheniere Reports Fourth Quarter and Full Year 2024 Results and Introduces Full Year 2025 Financial Guidance

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3분기 실적 시즌이 다가오면서, 골드만삭스는 투자자들이 <a href="https://www.benzinga.com/news/earnings/24/10/41255250/banks-gear-up-for-earnings-season-15-top-stock-picks-including-citigroup-morgan-stanley-and-truist" target="_blank" rel="noopener" data-google-interstitial="false">재무 실적</a>을 통해 수익을 올릴 수 있는 주요 주식 기회를 식별한 노트를 발표했다.
애널리스트 존 마샬(John Marshall)과 그의 팀은 목요일에 18개의 주식이 실적 상향 조정의 혜택을 받을 가능성이 있고, 7개의 주식은 하향 조정의 영향을 받을 가능성이 있다고 강조했다.
<h3 class="wp-block-heading">‘주식 선택자의 해&#8217;: S&amp;P 500에서 10% 상승</h3>
골드만삭스의 애널리스트들은 2024년을 &#8220;주식 선택자의 해&#8221;라고 부르며, 변동성이 큰 실적 환경에서 선택적 투자의 중요성을 강조했다.
이 투자은행의 최신 전망에 따르면, 평균 S&amp;P 500 주식은 향후 12개월 동안 10%의 상승 잠재력을 가질 수 있다.
&#8220;우리는 반등 가능성을 보고 있다&#8221;고 마샬이 그의 노트에서 언급했다. &#8220;옵션 시장의 방향성 포지셔닝이 균형을 이루고 있어, 지난 분기 이맘때보다 훨씬 나은 설정이다.&#8221;
또한 이 애널리스트들은 최근 헤지 펀드와 소매 트레이더들 모두의 옵션 시장 활동이 감소하여, 투자자들이 3분기 실적 보고서와 다가오는 미국 선거를 준비하면서 &#8220;관망하는(wait-and-see)&#8221; 태도를 취하고 있음을 나타냈다.
<h3 class="wp-block-heading">실적 시즌의 변동성은 여전히 높다</h3>
골드만삭스는 실적 이벤트를 둘러싼 개별 주식의 변동성이 14년 만에 최고 수준에 있다고 강조했다.
인공지능(AI), 금리 그리고 다가오는 선거와 같은 주요 시장 논쟁이 이 추세를 주도하고 있으며, 이는 연말까지 계속될 것으로 예상된다.
&#8220;우리는 실적 발표일의 주가 변동이 여전히 높을 것으로 예상하며, 이는 시장의 주요 논쟁들이 주식 공간에서 승자와 패자를 만들어내기 때문이다,&#8221;라고 이 노트에 추가했다.
이러한 높은 변동성 속에서, 이 회사는 옵션 기반 전략을 계속 추천하며, 투자자들에게 실적 이벤트 전 옵션을 매수하고 실적 기간 사이에 옵션을 매도하여 가격 변동을 활용할 것을 권장했다.
<h3 class="wp-block-heading">골드만삭스가 3분기 실적에 대해 긍정적으로 평가한 18개 주식</h3>
골드만삭스의 애널리스트들은 실적 조정이 긍정적으로 작용할 수 있다고 믿는 18개의 주식을 선정했다. 이 주식들은 에너지, 금융, 헬스케어, 기술 등 다양한 부문에 걸쳐 있다.
<figure class="wp-block-table is-style-stripes">
<table style="overflow:auto; height: 90px; display: block;">
<thead>
<tr>
<th>회사</th>
<th>섹터</th>
<th>실적 발표일</th>
</tr>
</thead>
<tbody>
<tr>
<td>갭 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GAP#NYSE">GAP</a>)</td>
<td>소비재</td>
<td>11월 15일</td>
</tr>
<tr>
<td>퍼미안 리소스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PR#NYSE">PR</a>)</td>
<td>에너지</td>
<td>11월 7일</td>
</tr>
<tr>
<td>씨티그룹 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/C#NYSE">C</a>)</td>
<td>금융</td>
<td>10월 15일</td>
</tr>
<tr>
<td>싱크로니 파이낸셜 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SYF#NYSE">SYF</a>)</td>
<td>금융</td>
<td>10월 16일</td>
</tr>
<tr>
<td>암젠 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMGN#NASDAQ">AMGN</a>)</td>
<td>헬스케어</td>
<td>10월 30일</td>
</tr>
<tr>
<td>보스톤 사이언티픽 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BSX#NYSE">BSX</a>)</td>
<td>헬스케어</td>
<td>10월 23일</td>
</tr>
<tr>
<td>머크 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>)</td>
<td>헬스케어</td>
<td>10월 31일</td>
</tr>
<tr>
<td>퀴아젠 NV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QGEN#NYSE">QGEN</a>)</td>
<td>헬스케어</td>
<td>10월 30일</td>
</tr>
<tr>
<td>AZEK 컴퍼니 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AZEK#NYSE">AZEK</a>)</td>
<td>산업재</td>
<td>11월 29일</td>
</tr>
<tr>
<td>ADT (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ADT#NYSE">ADT</a>)</td>
<td>TMT</td>
<td>11월 1일</td>
</tr>
<tr>
<td>브로드 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>)</td>
<td>TMT</td>
<td>12월 6일</td>
</tr>
<tr>
<td>델 테크놀로지스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>)</td>
<td>TMT</td>
<td>11월 25일</td>
</tr>
<tr>
<td>클라비요 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KVYO#NYSE">KVYO</a>)</td>
<td>TMT</td>
<td>11월 7일</td>
</tr>
<tr>
<td>먼데이닷컴 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MNDY#NASDAQ">MNDY</a>)</td>
<td>TMT</td>
<td>11월 13일</td>
</tr>
<tr>
<td>엔비디아 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)</td>
<td>TMT</td>
<td>11월 21일</td>
</tr>
<tr>
<td>스노우플레이크 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNOW#NYSE">SNOW</a>)</td>
<td>TMT</td>
<td>11월 29일</td>
</tr>
<tr>
<td>토스트 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TOST#NYSE">TOST</a>)</td>
<td>TMT</td>
<td>11월 7일</td>
</tr>
<tr>
<td>셈프라 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SRE#NYSE">SRE</a>)</td>
<td>유틸리티</td>
<td>11월 4일</td>
</tr>
</tbody>
</table>
</figure>
<h3 class="wp-block-heading">골드만삭스가 3분기 실적에 대해 비관적으로 평가한 7개 주식</h3>
반대로, 이 투자은행은 3분기 실적에서 하향 조정의 영향을 받을 것으로 예상되는 7개 주식을 선정하여 투자자들에게 주의할 것을 권고했다.
<figure class="wp-block-table is-style-stripes">
<table style="overflow:auto; height: 90px; display: block;">
<thead>
<tr>
<th>회사</th>
<th>섹터</th>
<th>실적 발표일</th>
</tr>
</thead>
<tbody>
<tr>
<td>초이스호텔 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHH#NYSE">CHH</a>)</td>
<td>소비재</td>
<td>11월 7일</td>
</tr>
<tr>
<td>셰니에르 에너지 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CQP#NYSE">CQP</a>)</td>
<td>에너지</td>
<td>11월 1일</td>
</tr>
<tr>
<td>야누스 헨더슨 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JHG#NYSE">JHG</a>)</td>
<td>금융</td>
<td>10월 31일</td>
</tr>
<tr>
<td>라이온델바젤 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LYB#NYSE">LYB</a>)</td>
<td>소재</td>
<td>11월 1일</td>
</tr>
<tr>
<td>크로락스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CLX#NYSE">CLX</a>)</td>
<td>소비재</td>
<td>11월 1일</td>
</tr>
<tr>
<td>크래프트 하인즈 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KHC#NASDAQ">KHC</a>)</td>
<td>소비재</td>
<td>10월 30일</td>
</tr>
<tr>
<td>업스타트 홀딩스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UPST#NASDAQ">UPST</a>)</td>
<td>TMT</td>
<td>11월 7일</td>
</tr>
</tbody>
</table>
</figure>
 
다음 글 읽기:
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/10/41278012/feds-goolsbee-downplays-inflation-uptick-economists-hold-steady-on-november-rate-in">연준의 굴스비가 인플레이션 상승을 경시하며, 경제학자들은 11월 금리 인하 발표에 대한 입장을 고수합니다.</a></li>
</ul>
이미지는 Midjourney를 통해 인공지능으로 생성되었습니다.


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이번 실적 시즌에 매수할 주식 18개, 매도할 주식 7개: 골드만삭스는 올해를 '주식 선택자의 해'

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