10 Best Commodity Stocks to Buy in 2026

7. Cheniere Energy, Inc. (NYSE:LNG)

Number of Hedge Fund Holders: 74

With significant hedge fund interest and positive analyst sentiment (36.1% upside), Cheniere Energy, Inc. (NYSE:LNG) ranks among the best commodity stocks to buy in 2026.

Cheniere Energy, Inc. (NYSE:LNG) is moving to scale capacity at a moment when the geopolitical and market backdrop favors U.S. LNG exports.

On May 28, 2026, Cheniere Energy, Inc. (NYSE:LNG) signed a $4.69 billion engineering, procurement, and construction contract with Bechtel Corp for the first phase of its Sabine Pass LNG expansion project in Cameron Parish, Louisiana.

Phase 1 covers Train 7, a boil-off gas re-liquefaction unit, and related infrastructure tied to the existing terminal, adding over 6 million tons per annum of capacity to a facility already operating at over 30 mtpa. Cheniere Energy, Inc. (NYSE:LNG) issued Bechtel a limited notice to proceed, allowing early engineering and procurement work to begin now, with a final investment decision expected by early 2027. Phase 2 would add another 12 mtpa, potentially lifting total Sabine Pass capacity to 48 mtpa.

That expansion move aligns with what analysts have been saying about Cheniere Energy, Inc. (NYSE:LNG).

On May 13, 2026, Scotiabank raised its price target on LNG to $290 from $288 and kept an “Outperform” rating, arguing that Middle East supply disruptions create net positives for U.S. LNG even after any resolution. The Sabine Pass expansion positions Cheniere Energy, Inc. (NYSE:LNG) to capture exactly that kind of demand.

TD Cowen made a similar case two days earlier, raising its target to $270 from $265 and keeping a “Buy” rating, citing strong summer global gas prices and the likelihood of increases to 2026 EBITDA estimates as near-term supports for the stock.

Cheniere Energy, Inc. (NYSE:LNG) is the largest producer of liquefied natural gas in the United States and the second-largest LNG operator in the world.