U.S. Energy Top Stock Picks from Analysts

Venture Global

Market Cap: US$27.8b

A liquefied natural gas (LNG) company, engages in the ownership, development, construction, and operation of LNG production facilities and associated infrastructure in the United States, Germany, France, Netherlands, the United Kingdom, and internationally.The company is involved in LNG production, natural gas transportation, and regasification operations, as well as LNG sales and shipping business through LNG tankers.

SM Energy

Market Cap: US$6.6b

An independent energy company, engages in the acquisition, exploration, development, and production of oil, gas, and natural gas liquids in the United States.

Uranium Energy

Market Cap: US$5.6b

Engages in exploration, pre-extraction, extraction, and processing of uranium and titanium concentrates properties in the United States, Canada, and the Republic of Paraguay.

California Resources

Market Cap: US$4.7b

Operates as an independent energy and carbon management company in the United States.

Centrus Energy

Market Cap: US$3.5b

Supplies nuclear fuel components for the nuclear power industry in the United States, Japan, the Netherlands, and internationally.

Crescent Energy

Market Cap: US$3.5b

Engages in the exploration and production of crude oil, natural gas, and natural gas liquids in the United States.

Gulfport Energy

Market Cap: US$2.9b

Engages in the acquisition, exploration, and production of natural gas, crude oil, and natural gas liquids in the United States.

Northern Oil and Gas

Market Cap: US$2.0b

An independent energy company, engages in the acquisition, exploration, exploitation, development, and production of crude oil and natural gas properties in the United States.

Sable Offshore

Market Cap: US$1.4b

Operates as an independent oil and gas company in the United States.

Bristow Group

Market Cap: US$1.3b

Provides vertical flight solutions to offshore energy companies and government agencies in the United Kingdom, Norway, the United States, Nigeria, and internationally.

Diversified Energy

Market Cap: US$935.1m

An independent energy company, engages in the production, transportation and marketing of natural gas, oil, and liquids primarily in the Appalachian and Central regions of the United States.

HMH Holding

Market Cap: US$830.5m

Provides offshore and onshore oil and gas drilling equipment and systems and services in the United States and Norway.

Infinity Natural Resources

Market Cap: US$812.6m

Engages in the acquisition, exploration, and development of properties to produce crude oil, natural gas, and natural gas liquids in the United States.

Vitesse Energy

Market Cap: US$673.2m

Engages in the acquisition, development, and production of non-operated oil and natural gas properties in the United States.

New Era Energy & Digital

Market Cap: US$633.1m

Operates as a developer and operator of next-generation digital infrastructure and integrated power assets for advanced artificial intelligence hyperscalers.

Granite Ridge Resources

Market Cap: US$601.4m

Operates as a non-operated oil and natural gas exploration and production company.

VAALCO Energy

Market Cap: US$569.3m

An independent energy company, engages in the acquisition, exploration, development, and production of crude oil, natural gas, and natural gas liquids in Gabon, Egypt, Equatorial Guinea, Cote d'Ivoire, Equatorial Guinea, Nigeria, and Canada.

Core Laboratories

Market Cap: US$536.6m

Provides reservoir description and production enhancement services and products to the oil and gas industry in the United States, and internationally.

Oil States International

Market Cap: US$475.5m

Through its subsidiaries, provides engineered capital equipment and consumable products for energy, industrial, and military sectors worldwide.

Summit Midstream

Market Cap: US$405.4m

Owns, develops, and operates midstream energy infrastructure assets primarily shale formations in the continental United States.

Clean Energy Fuels

Market Cap: US$381.0m

Offers natural gas as alternative fuels for vehicle fleets and related fueling solutions in the United States and Canada.

Gevo

Market Cap: US$332.5m

Operates as a carbon abatement company.

OPAL Fuels

Market Cap: US$326.8m

Engages in the production and distribution of renewable natural gas (RNG) for use as a vehicle fuel for heavy and medium-duty trucking fleets throughout the United States.

StealthGas

Market Cap: US$316.8m

Provides seaborne transportation services to liquefied petroleum gas (LPG) producers and users in Greece and internationally.

Ring Energy

Market Cap: US$286.9m

An independent oil and natural gas company, engages in the acquisition, exploration, development, and production of oil and natural gas properties.

Imperial Petroleum

Market Cap: US$229.2m

Provides seaborne transportation services worldwide.

American Resources

Market Cap: US$224.6m

Engages in the production of rare earth and critical mineral concentrates for the infrastructure and electrification markets.

SEACOR Marine Holdings

Market Cap: US$212.7m

Provides marine and support transportation services to offshore energy facilities worldwide.

OMS Energy Technologies

Market Cap: US$176.2m

Through its subsidiaries, manufactures and sells specialty connectors and pipes, surface wellhead and Christmas trees, premium threading services, and other ancillary services in Saudi Arabia, Singapore, Malaysia, Thailand, Indonesia and internationally.

Amplify Energy

Market Cap: US$162.3m

Engages in the acquisition, development, exploitation, and production of oil and natural gas properties in the United States.

PEDEVCO

Market Cap: US$159.9m

Operates as an oil and gas company in the United States.

XCF Global

Market Cap: US$151.8m

Manufactures and sells renewable fuels in the United States.

Aemetis

Market Cap: US$137.9m

Operates as a renewable natural gas and renewable fuels company.

Greenland Energy

Market Cap: US$134.3m

Operates as an early-stage oil and gas exploration company.

New Fortress Energy

Market Cap: US$108.4m

Operates as an integrated gas-to-power energy infrastructure company that provides energy and development services to end-users worldwide.

Stabilis Solutions

Market Cap: US$83.7m

An energy transition company, provides turnkey clean energy production, storage, transportation, and fueling solutions primarily using liquefied natural gas (LNG) to various end markets in North America.