10 Best LNG and LNG Shipping Stocks to Buy According to Analysts

2. TotalEnergies SE (NYSE:TTE)

Average Upside Potential: 19.37%

Number of Hedge Fund Holders: 26

TotalEnergies SE (NYSE:TTE) produces and markets oil, biofuels, natural gas, renewables and electricity. Its operations expand through Europe, North America, Africa, and globally. The company has operations in five major segments, which include Exploration & Production, Integrated LNG, Integrated Power, Refining & Chemicals, and Marketing & Services.

TotalEnergies SE (NYSE:TTE) reported adjusted net income of $18.3 billion for the year ended December 31, 2024. This income was supplemented by low upstream production costs below $5 per barrel, as well as expansion of reserves, enabling the company to increase its production. The company was able to distribute $8 billion in share buybacks and increase its dividends by 7% for the third consecutive year, in the light of high cash flow from operations of around $29.9 billion. However, its earnings took a hit due to lower LNG prices and weaker refining margins in Europe, specifically in Integrated LNG and Downstream operations.

Thus, TotalEnergies SE (NYSE:TTE) has enhanced its LNG flexibility by making use of the U.S. supply and regasification capacity in Europe to enhance its exposure to the market. Under its 2030 strategy, the company advanced its Mozambique LNG to achieve its 3 million tons of LNG target. Elsewhere, renewables and power saw cash flow more than double to $2.6 billion to exceed targets, as return on capital employed (ROCE) improved from 7% to 10%.

Looking ahead, TotalEnergies SE (NYSE:TTE) has projected a growth of 3% in its annual upstream production by 2030, which is supplemented by a 12.4-year reserve life index and efficient capital allocation. The company is focused on increasing its profitability and grabbing high-return opportunities, despite adjusting its CapEx guidance to $17 billion. The company stock is one of the Best LNG and LNG Shipping Stocks to Buy.