On March 3, Barry Knapp, Managing Partner at Ironsides Macroeconomics, appeared on CNBC’s ‘Squawk Box’ to discuss the latest market trends, state of the economy, impact of the Iran conflict on energy prices, and the Fed’s rate path outlook. Addressing the market downturn in Europe and Asia, particularly in Japan and Korea, Knapp explained that these regions are major oil importers, which caused Japanese equities to be hammered due to rising oil prices. He introduced a shift in the role of the US dollar, labeling it a ‘petrocurrency.’ He explained that before the shale boom a decade ago, there was a negative correlation between the dollar and oil, acting as a check for the global economy. Now, however, the US causes the dollar and oil prices to rise together. This dual increase exacerbates the economic burden for big oil importers like Japan and Europe, as they must pay higher prices for energy that is priced in a strengthening currency.
The conversation then moves to the ‘K-shaped’ US economy. Knapp argued that the Fed’s previous strategy of easing via the balance sheet while tightening through interest rates has created a disconnect: policy is currently 50 to 75 basis points too loose for long-term fixed-rate borrowers, but at least 50 basis points too tight for small banks, small businesses, and households without assets. Knapp viewed the current spike in energy prices as a disinflationary supply shock rather than an inflationary spiral and noted that government spending growth has slowed from 11% to 2%, and money supply growth is below its long-term median. He argued that the Fed should cut rates by 50 basis points to steepen the yield curve and boost lending, given that goods consumption stalled and services growth halved in 2025.
That being said, we’re here with a list of the 10 best up and coming energy stocks to buy.
Our Methodology
We used screeners to identify energy stocks that have gone public in the last 5 years, and limited our final selection to companies that have recently reported noteworthy developments likely to impact investor sentiment. These stocks are also popular among analysts and elite hedge funds.
Note: All data was sourced on March 4.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
10 Best Up and Coming Energy Stocks to Buy
10. Infinity Natural Resources Inc. (NYSE:INR)
Infinity Natural Resources Inc. (NYSE:INR) is one of the best up and coming energy stocks to buy. On February 23, Infinity Natural Resources finalized a transformational $1.2 billion acquisition of upstream and midstream assets in the Ohio Utica Shale from Antero Resources and Antero Midstream. Supported by a $350 million strategic equity investment from Quantum Capital Group and Carnelian Energy Capital Management, Infinity Natural Resources increased its acquired interest from 51% to 60%.
The transaction was funded through the equity investment, an existing credit facility, and cash on hand without requiring additional equity issuance. The acquisition adds ~71,000 net horizontal acres across Ohio’s Guernsey, Belmont, and Harrison counties, along with over 110 undeveloped drilling locations totaling 1.6 million lateral feet. The deal includes 141 miles of gathering lines with 600 MMcf/d throughput capacity, providing immediate vertical integration and operational synergies.
This expansion brings the company’s total Ohio Utica position to 102,000 net acres and its company-wide inventory to 575 locations, with an emphasis on long-lateral development across oil, rich gas, and dry gas windows. Infinity Natural Resources Inc. (NYSE:INR) now plans to operate two rigs in 2026 to accelerate production growth and expects to achieve net leverage at or below 1.0x by year-end.
Infinity Natural Resources Inc. (NYSE:INR) acquires, explores, and develops properties to produce oil, natural gas, and natural gas liquids from underground reservoirs in the US.
9. Atlas Energy Solutions Inc. (NYSE:AESI)
Atlas Energy Solutions Inc. (NYSE:AESI) is one of the best up and coming energy stocks to buy. On February 23, Atlas Energy Solutions reported total revenue of $1.1 billion for the full-year 2025, which was a 3.7% increase over the previous year. Despite the revenue growth, the company recorded a net loss of $50.3 million and an Adjusted EBITDA of $221.7 million, with margins compressing to 20% compared to 27% in 2024.
Operational highlights for the year included total volumes of 21.6 million tons, of which 5.9 million tons were shipped via the Dune Express system. In Q4, Atlas generated $249.4 million in revenue and a net loss of $22.2 million. While revenue declined nearly 4% sequentially from Q3, the CEO noted that performance exceeded expectations due to stronger-than-anticipated holiday volumes and record utilization of the Dune Express.
The company expanded its market share by strengthening relationships with existing customers and securing new partnerships, which are expected to scale throughout 2026. Atlas is now diversifying its business by pursuing power generation opportunities, aiming to deploy 500 MW of capacity by 2027. The company recently ordered 240 MW of equipment to provide behind-the-meter solutions for industries, including energy and data centers. For Q1 2026, Atlas Energy Solutions Inc. (NYSE:AESI) expects EBITDA to remain flat compared to Q4 2025, as gains in volume and power contributions are offset by lower sand pricing and ~$6 million in losses attributed to severe January weather.
Atlas Energy Solutions Inc. (NYSE:AESI) produces proppants and provides logistics and distributed power solutions in the Permian Basin of West Texas and New Mexico. It operates through two segments: Sand & Logistics and Power.
8. Flowco Holdings Inc. (NYSE:FLOC)
Flowco Holdings Inc. (NYSE:FLOC) is one of the best up and coming energy stocks to buy. On February 26, Flowco Holdings reported strong results for Q4 and the full-year 2025. For Q4, the company generated revenues of $197.2 million and net income of $43.0 million, with an Adjusted EBITDA of $83.5 million. On a full-year basis, revenue reached $759.7 million, which was an increase from the $535.3 million reported in 2024. This performance was supported by record US oil and natural gas production and a focus on production optimization and high-margin rental services.
The company’s Production Solutions segment saw Q4 revenue rise to $127.4 million, driven by increased surface equipment sales and improved margins. The Natural Gas Technologies segment experienced a 35.9% sequential revenue increase to $69.8 million, fueled by a surge in vapor recovery and natural gas system sales. While the shift toward equipment sales impacted segment margins, Flowco Holdings Inc. (NYSE:FLOC) maintained an overall Adjusted EBITDA margin of 42.4% for the quarter and generated $63.2 million in free cash flow.
Flowco now maintains a strong liquidity position with ~$579.6 million available under its revolving credit facility as of February 20. The company recently declared a quarterly cash dividend of $0.08 per share and reached an agreement to acquire Valiant Artificial Lift Solutions for ~$170 million. This acquisition, expected to close in early March, is intended to expand Flowco’s addressable market and artificial lift capabilities throughout the well lifecycle.
Flowco Holdings Inc. (NYSE:FLOC), through its subsidiaries, provides production optimization, artificial lift, and emissions management and monetization solutions for the oil and natural gas industry in the US. The company has two segments: Production Solutions and Natural Gas Technologies.
7. BKV Corporation (NYSE:BKV)
BKV Corporation (NYSE:BKV) is one of the best up and coming energy stocks to buy. On February 25, BKV Corporation reported the earnings for 2025, which was its first full year as a public company, with net income attributable to BKV reaching $173.1 million, or $1.98 per diluted share. For Q4 specifically, the company earned $70.4 million in net income and achieved a combined Adjusted EBITDAX of $109.3 million.
Operational growth was driven by an increase in production and expansion in the power sector. Average net production for the year rose to 835.5 MMcfe/d, supported by the Bedrock acquisition and increased development activity in a favorable price environment. BKV Corporation also deepened its footprint in the energy value chain by acquiring an additional 25% interest in its Power JV, bringing its total ownership to 75% as of January this year. The Power JV’s Temple plants generated 7,611 GWh throughout 2025, and the company is now actively evaluating power purchase agreements to capitalize on rising demand from data centers and AI development.
The company also made substantial progress in its Carbon Capture, Utilization, and Sequestration business, with the Barnett Zero project sequestering 138,300 metric tons of CO2 in 2025. BKV Corporation (NYSE:BKV) reached a final investment decision on its East Texas Project and executed agreements with Comstock Resources to advance additional sequestration sites, moving toward a target of 1.5 million tons per annum by 2028.
BKV Corporation (NYSE:BKV) produces and sells natural gas in the Barnett Shale in the Fort Worth Basin of Texas and in the Marcellus Shale in the Appalachian Basin of Northeast Pennsylvania.
6. Leishen Energy Holding Co. Ltd. (NASDAQ:LSE)
Leishen Energy Holding Co. Ltd. (NASDAQ:LSE) is one of the best up and coming energy stocks to buy. On February 15, Leishen Energy reported 2025 financial results, characterizing the period as a transition focused on strengthening its financial foundation despite a decline in core operating performance. Total revenues fell to $48.3 million from $63.5 million the previous year, driven by a sluggish oil and gas market, customer cost pressures, and China-US trade tensions.
Consequently, gross profit decreased to $8.5 million, while net income attributable to the company settled at $1.25 million, supported by non-operating gains from short-term investments and equity disposals. The Clean-Energy Equipment division, accounting for 45.7% of total revenue, saw a decline of over $11.7 million due to weakened demand and intensified domestic competition that lowered selling prices for standardized products. New Energy sales, representing 40.4% of revenue, also decreased due to the expiration of a sales agreement with a major client. Meanwhile, the Digitalization and Integration Equipment segment saw improved gross margins of 4.4% through cost controls, and Oil and Gas Engineering Technical Services contributed $4.0 million as a growing focus area for future investment.
The company is now prioritizing international expansion into Central Asia, Southeast Asia, and the Middle East for 2026. Strategic goals include increasing R&D investment to expand a patent portfolio that currently stands at 125 patents and deepening collaborations with global technology brands. By focusing on customer diversification, operational efficiency, and the development of overseas infrastructure like spare parts warehouses, Leishen Energy Holding Co. Ltd. (NASDAQ:LSE) aims to mitigate market volatility and enhance financial performance.
Leishen Energy Holding Co. Ltd. (NASDAQ:LSE), through its subsidiaries, provides clean-energy equipment and integrated solutions for the oil and gas industry in the People’s Republic of China, Central Asia, and Southeast Asia.
5. Excelerate Energy Inc. (NYSE:EE)
Excelerate Energy Inc. (NYSE:EE) is one of the best up and coming energy stocks to buy. On February 26, Excelerate Energy reported financial results for 2025, with adjusted EBITDA reaching $449 million, a $100 million increase over the prior year. This growth was driven by the acquisition of the Jamaica LNG-to-power platform, increased gas and power sales, and improved operational efficiency, including a 99.9% reliability rating.
The company provided a robust outlook for 2026, issuing adjusted EBITDA guidance between $515 and $545 million. A key focus for the upcoming year is the integrated LNG import terminal in Iraq, which remains on track to begin operations in Q3 2026. While estimated capital costs for the Iraq project have been refined to between $520 and $550 million, management expects a favorable EBITDA build multiple of ~5x due to lower anticipated operating costs. Additionally, the company is preparing for the delivery of its newest FSRU (Floating Storage and Regasification Unit), Hull 3407, in Q2.
Strategic initiatives for 2026 and beyond include the redeployment of the Express FSRU under improved economic terms and a planned FSRU conversion set for commercial deployment in 2028. Excelerate is also committed to shareholder returns, targeting double-digit annual dividend growth through 2028 and initiating a $75 million share repurchase program. Committed growth capital for 2026 is projected to range between $370 and $400 million, positioning Excelerate Energy Inc. (NYSE:EE) to capitalize on the global increase in LNG supply expected through the end of the decade.
Excelerate Energy Inc. (NYSE:EE) provides liquefied natural gas solutions worldwide. It offers regasification services, including floating storage and regasification units, infrastructure development, and LNG and natural gas supply.
4. Kodiak Gas Services Inc. (NYSE:KGS)
Kodiak Gas Services Inc. (NYSE:KGS) is one of the best up and coming energy stocks to buy. On February 26, Kodiak Gas Services reported financial results for 2025, highlighted by Q4 adjusted EBITDA of $184.5 million, which was a 9.1% increase over the same period in 2024. For the full year, the company generated $599.7 million in net cash from operating activities and returned over $263 million to stockholders through dividends and share repurchases.
Operationally, the company reached a fleet utilization rate of 97.7% and recorded a record adjusted gross margin of 69.2% in its Contract Services segment during Q4. This performance was driven by the continued demand for high-volume gas gathering and transmission infrastructure. In early February 2026, Kodiak announced a $675 million agreement to acquire Distributed Power Solutions/DPS, a move intended to expand its service offerings into turnkey distributed power. The acquisition is expected to close in April this year, providing a new growth vertical alongside its existing compression fleet of over 4.4 million horsepower.
Kodiak Gas Services Inc.’s (NYSE:KGS) initial 2026 guidance, which excludes the pending DPS acquisition, forecasts an adjusted EBITDA range of $750 to $780 million. The company plans to invest between $235 and $265 million in growth capital expenditures to deliver ~150,000 new unit horsepower during the year.
Kodiak Gas Services Inc. (NYSE:KGS) operates and provides contract compression infrastructure for customers in the oil and gas industry in the US. The company operates through two segments: Contract Services and Other Services.
3. Venture Global Inc. (NYSE:VG)
Venture Global Inc. (NYSE:VG) is one of the best up and coming energy stocks to buy. On March 2, Venture Global reported earnings for 2025, with full-year revenue soaring 177% to $13.8 billion. This surge was driven by a historic volume of 380 cargo exports and 1,409 TBtu of LNG sold, a 181% increase over 2024. Consequently, the company’s Consolidated Adjusted EBITDA grew ~200% to $6.3 billion, while net income attributable to common stockholders reached $2.3 billion.
The company achieved major commercial and construction milestones, notably securing ~9.75 MTPA in new long-term Sales and Purchase Agreements during 2025, including a 20-year deal with Hanwha Aerospace and a five-year agreement with Trafigura. Construction at the CP2 Phase I project remains on budget for a 2027 start, with a Final Investment Decision for Phase II expected in H1 2026. At the Plaquemines Project, Phase I commercial operations are targeted for Q4 2026, supported by a recent $3 billion notes offering and a new $2 billion corporate revolving credit facility.
Looking ahead to 2026, Venture Global Inc. (NYSE:VG) anticipates exporting between 486 and 527 total cargoes as the Plaquemines facility ramps up. The company issued full-year 2026 Consolidated Adjusted EBITDA guidance of $5.20 to $5.80 billion, accounting for anticipated margin compression in Q1 and impacts from Winter Storm Fern. The team exceeded all 2025 targets and expects a more productive 2026, with plans to grow exports to over 500 cargoes and continue optimizing the company’s vertically integrated LNG supply chain.
Venture Global Inc. (NYSE:VG) develops, constructs, and produces natural gas liquefaction and export projects near the US Gulf Coast in Louisiana. It is involved in natural gas transport, shipping, and regasification, as well as sells LNG.
2. LandBridge Company (NYSE:LB)
LandBridge Company (NYSE:LB) is one of the best up and coming energy stocks to buy. On February 25, LandBridge reported financial growth for Q4 and the full-year 2025, with annual revenue rising 81% year-over-year to $199.1 million. The company’s performance was supported by a capital-efficient, asset-light model that produced a full-year Adjusted EBITDA of $177.2 million and a net income of $72.4 million. In Q4 alone, revenue grew 56% compared to the prior year, driven by contributions from surface use royalties, produced water handling, and resource sales.
Strategic milestones achieved during the period include the execution of approximately 450 new easements and development agreements, as well as the optimization of the company’s 315,000-acre land position. LandBridge Company (NYSE:LB) expanded its industrial reach by entering into agreements for two battery energy storage projects totaling 350 MW and improved its balance sheet through a $500 million senior notes offering.
For 2026, LandBridge issued an Adjusted EBITDA guidance range of $205 million to $225 million, which represents a projected growth of over 20% at the midpoint. The company remains focused on active land management and disciplined acquisitions to support a diverse customer base across the energy, digital infrastructure, and industrial sectors.
LandBridge Company (NYSE:LB), together with its subsidiaries, owns and manages land and resources to support and enhance oil and natural gas development in the US. It owns surface acres in and around the Delaware Basin in Texas and New Mexico.
1. DT Midstream Inc. (NYSE:DTM)
DT Midstream Inc. (NYSE:DTM) is one of the best up and coming energy stocks to buy. On February 19, DT Midstream reported financial results for 2025, with adjusted EBITDA reaching $1.138 billion, which was a 17% increase year-over-year. This growth was driven by the Pipeline segment, which now accounts for 70% of the company’s business, up from 50% at the time of its spin-off five years ago. Key operational milestones included the early completion of the LEAP Phase 4 expansion and the integration of the Midwestern pipeline assets, contributing to record-high throughput across the company’s footprint.
The company expanded its growth outlook, increasing its five-year organic project backlog by 50% to $3.4 billion, with $1.6 billion already committed. New final investment decisions/FID were announced for a Viking pipeline expansion in North Dakota and a modernization program for the Midwestern pipeline. Additionally, the Vector and Millennium pipelines are advancing toward FID following successful open seasons and contractual support from utilities.
Management noted that these investments are supported by strong natural gas demand from LNG exports and the rapid development of data centers and power generation in the Upper Midwest. For 2026, DT Midstream Inc. (NYSE:DTM) established an adjusted EBITDA guidance range of $1.155 to $1.225 billion, while also raising its quarterly dividend by 7.3% to $0.88 per share.
DT Midstream Inc. (NYSE:DTM), together with its subsidiaries, provides integrated natural gas services in the US. The company operates in two segments: Pipeline and Gathering.
While we acknowledge the potential of DTM to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than DTM and that has 100x upside potential, check out our report about this cheapest AI stock.
READ NEXT: 40 Most Popular Stocks Among Hedge Funds Heading Into 2026 and 11 Cheap Energy Stocks to Buy Right Now.
Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.
