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Golar LNG Limited (NASDAQ:GLNG) shareholders are probably feeling a little disappointed, since its shares fell 6.4% to US$38.42 in the week after its latest third-quarter results. It was an okay result overall, with revenues coming in at US$123m, roughly what the analysts had been expecting. Earnings are an important time for investors, as they can track a company’s performance, look at what the analysts are forecasting for next year, and see if there’s been a change in sentiment towards the company. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.

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Taking into account the latest results, the most recent consensus for Golar LNG from six analysts is for revenues of US$375.2m in 2026. If met, it would imply a notable 15% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to ascend 17% to US$0.69. Before this earnings report, the analysts had been forecasting revenues of US$384.6m and earnings per share (EPS) of US$0.80 in 2026. The analysts seem less optimistic after the recent results, reducing their revenue forecasts and making a real cut to earnings per share numbers.

Check out our latest analysis for Golar LNG

Despite the cuts to forecast earnings, there was no real change to the US$51.79 price target, showing that the analysts don’t think the changes have a meaningful impact on its intrinsic value. That’s not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. Currently, the most bullish analyst values Golar LNG at US$57.00 per share, while the most bearish prices it at US$44.50. Still, with such a tight range of estimates, it suggeststhe analysts have a pretty good idea of what they think the company is worth.

Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. One thing stands out from these estimates, which is that Golar LNG is forecast to grow faster in the future than it has in the past, with revenues expected to display 12% annualised growth until the end of 2026. If achieved, this would be a much better result than the 5.0% annual decline over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in the industry are forecast to see their revenue grow 3.1% per year. So it looks like Golar LNG is expected to grow faster than its competitors, at least for a while.

The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for Golar LNG. They also downgraded Golar LNG’s revenue estimates, but industry data suggests that it is expected to grow faster than the wider industry. The consensus price target held steady at US$51.79, with the latest estimates not enough to have an impact on their price targets.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have forecasts for Golar LNG going out to 2027, and you can see them free on our platform here.

We don’t want to rain on the parade too much, but we did also find 2 warning signs for Golar LNG (1 is significant!) that you need to be mindful of.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.