Stabilis Solutions, Inc. (SLNG)

Over the past six months, Stabilis Solutions' stock price has declined, with a share price of $5.08 on December 15, 2025, a 9.12% decrease from December 16, 2024. On January 12, 2026, the stock price fell by -4.20% to $4.34 and was downgraded to a Sell Candidate. Key news events include a marine bunkering agreement with Carnival Corporation (December 18, 2025), the announcement of Third Quarter 2025 results (November 5, 2025), the award of a long-term marine bunkering agreement (October 9, 2025), and a reported 7% fall in Q2 revenue (August 7, 2025).

Stabilis Solutions addresses seasonal demand requirements by providing "peak shaving" solutions for gas utilities during high-demand periods. The company anticipates significant growth in demand from the aerospace market, projecting a 40% increase in aerospace-related volumes in 2024, driven by the rising demand for high-purity LNG as rocket fuel. Domestic demand for high-purity LNG is forecast to climb by 65% over the next five years.

Stabilis Solutions, Inc. is an energy transition company providing clean energy solutions, primarily utilizing liquefied natural gas (LNG). It operates in the Energy sector, offering LNG solutions to various markets, including aerospace, agriculture, and marine bunkering. The company's services include LNG sales, cryogenic equipment rental, and engineering support. Stabilis also builds and operates cryogenic natural gas processing facilities.

Stabilis Solutions has a North American presence, including the United States, Mexico, and Canada, with its headquarters in Houston, Texas. It operates LNG liquefaction plants in George West, Texas, and Port Allen, Louisiana, with a combined production capacity exceeding 130,000 gallons per day. The company also has a network of production and distribution partners and operates over 160 mobile LNG storage and vaporization assets.

Stabilis Solutions aims to be a trusted partner in providing low-cost, environmentally friendly natural gas solutions, emphasizing safety, reliability, and customer service. The company considers ESG principles a competitive advantage. Analyst sentiment is a consensus "Hold" based on two Wall Street analysts, with one buy and one sell rating. The recent stock downgrade to a "Sell Candidate" could negatively affect its brand reputation.

Stabilis Solutions, Inc. has 42 institutional owners and shareholders, holding a total of 1,095,737 shares, representing 3.81% of the stock. Major institutional owners include LNG Investment Company LLC (67.65% of holding) and Chart Industries, Inc. (7.91% of holding). Other institutional investors include Vanguard Group Inc, Tieton Capital Management, LLC, and Bank Of America Corp.