Venture Global, Inc. (NYSE:VG) ranks among the undervalued infrastructure stocks to buy now.
With geopolitical tensions reshaping global energy flows, Venture Global is finding itself in the middle of a trade that the market may not yet fully appreciate
On June 4, 2026, JPMorgan upgraded Venture Global, Inc. (NYSE:VG) to “Overweight” from “Neutral” and raised its price target to $17 from $16. The firm cited the Middle East conflict as having reset the LNG supply and demand backdrop, inducing significant volatility and underscoring the importance of diversified energy supply security. JPMorgan believes the market underappreciates the likelihood of elevated LNG volatility continuing, and that geopolitical developments are playing into Venture Global’s strengths, which should drive outsized margin capture and medium- and long-term contracting.
That analyst conviction has since been backed by tangible commercial momentum. On June 11, 2026, Venture Global, Inc. (NYSE:VG) and Atlantic-SEE LNG Trade of Greece announced an expansion of their existing Sales and Purchase Agreement, doubling the contracted volume from 0.5 million tons per annum to 1.0 MTPA for twenty years starting in 2030. Atlantic-SEE is a joint venture between Greek companies AKTOR Group and DEPA Commercial.