12 High Growth Energy Stocks to Buy Now

In this article, we will discuss 12 High Growth Energy Stocks to Buy Now.

Most investors look at energy as a slow, cyclical sector—one that lags during downturns and briefly rallies when oil prices spike. But that view misses where some of the biggest opportunities are actually emerging today. The reality is that a select group of energy companies is hitting a rare sweet spot: rapid earnings expansion, powerful macro tailwinds, and valuations that still haven’t caught up. When those forces align, returns can accelerate in a way that even traditional high-growth sectors struggle to match.

What makes this setup so compelling is the combination of operating leverage and timing. Energy businesses are built on high fixed costs, which means that when production scales or prices rise, profits don’t just grow—they can surge. At the same time, the sector is no longer purely cyclical. It now sits at the crossroads of multiple long-term trends, from global electrification and LNG demand to ongoing supply constraints in oil and gas. That dual dynamic—short-term cycle plus long-term structural growth—is what enables certain companies to sustain earnings growth of 30% or more.

Even more interesting is how the market is pricing this opportunity. Unlike many high-growth industries, energy stocks often still trade at relatively modest valuations due to lingering concerns about volatility and past boom-bust cycles. For investors, that creates a form of asymmetry: the potential to capture growth-stock-level earnings expansion while paying value-stock prices. Add in the sector’s ability to generate significant cash flow—supporting buybacks, dividends, and reinvestment—and the case becomes even stronger.

It’s no coincidence that some of the world’s most successful investors, from Warren Buffett to David Tepper and Stanley Druckenmiller, have consistently leaned into energy when conditions like these emerge. Their approach is simple: focus on sectors where supply is constrained, demand is durable, and the market hasn’t fully priced in the upside.

Of course, this isn’t a risk-free strategy. Commodity price swings, regulatory shifts, and execution risks can quickly change the outlook. But for investors willing to be selective, periods like this can create outsized opportunities. In this article, we’ll take a closer look at high-growth energy stocks with the potential to deliver 30%+ earnings expansion—and, more importantly, identify which ones may actually be worth buying today.

With this context in mind, here is a list of 12 high growth energy stocks to buy now.

Our Methodology

We used screeners to identify energy stocks with expected EPS growth of at least 30% over the next 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.

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 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).

12 High Growth Energy Stocks to Buy Now

12. Antero Resources Corporation (NYSE:AR)

On April 1, BMO Capital raised its price target on Antero Resources Corporation (NYSE:AR) to $50 from $40 while maintaining a Market Perform rating, reflecting updated first-quarter estimates and improving near-term fundamentals. The firm highlighted that Winter Storm Fern is expected to support stronger free cash flow generation, while geopolitical developments, including tensions involving Iran, are materially improving the outlook for liquefied petroleum gas (LPG) markets. Additionally, increasing demand for natural gas driven by large-scale data center developments—such as Microsoft-backed infrastructure projects—points to a structurally stronger demand environment for Appalachian gas producers.

A day earlier, Citi analyst Paul Diamond raised the firm’s price target on Antero Resources Corporation (NYSE:AR) to $53 from $39 and reiterated a Buy rating, incorporating higher commodity price assumptions into its valuation framework. The firm emphasized that energy companies are demonstrating strong capital discipline and prioritizing shareholder returns, reinforcing confidence in the sector’s ability to generate sustainable free cash flow.

Antero Resources Corporation (NYSE:AR) is an independent exploration and production company focused on liquids-rich natural gas assets in the Appalachian Basin. Headquartered in Denver, the company is a leading supplier of natural gas and LNG, benefiting from favorable demand dynamics and improving commodity pricing. With strong free cash flow generation, disciplined capital allocation, and increasing exposure to structural demand drivers, Antero presents a compelling investment opportunity with significant upside potential.

11. BKV Corporation (NYSE:BKV)

On April 2, KeyBanc raised its price target on BKV Corporation (NYSE:BKV) to $35 from $34 while maintaining an Overweight rating, citing a more constructive outlook on energy markets. The firm expects dislocations in global crude and refined products markets to persist into the summer months and views recent volatility in energy equities as a temporary dislocation, presenting an attractive entry point for investors.

On March 24, Truist initiated coverage of BKV Corporation (NYSE:BKV) with a Buy rating and a $37 price target, highlighting the company’s differentiated positioning within the exploration and production space. Despite its small-cap status, BKV stands out due to its exposure to key long-term themes such as power generation and the energy transition. The company’s strong presence in the Barnett Shale, combined with low capital intensity, supports robust free cash flow generation that can be reinvested into growth initiatives.

BKV Corporation (NYSE:BKV) is a Denver-based energy company focused on natural gas production and carbon-neutral energy solutions, with a significant footprint in the Barnett Shale. Founded in 2015, the company is strategically positioned to benefit from both traditional energy demand and the transition toward cleaner energy sources. With strong free cash flow generation and exposure to high-growth end markets, BKV offers a compelling investment case with meaningful upside potential.

10. Comstock Resources, Inc. (NYSE:CRK)

On March 31, Citi raised its price target on Comstock Resources, Inc. (NYSE:CRK) to $24 from $23 while maintaining a Neutral rating, reflecting updated commodity price assumptions across the energy sector. The firm noted that companies in the space are exhibiting disciplined capital allocation and a strong focus on shareholder returns, supporting improved financial performance despite market volatility.

On March 23, Comstock Resources, Inc. (NYSE:CRK) announced that its Western Haynesville assets will supply natural gas to a major power generation project in Anderson County, Texas, part of a broader U.S.-Japan trade initiative. The planned facility, developed in collaboration with NextEra Energy, is expected to deliver up to 5.2 GW of natural gas-fired generation capacity and could require nearly 1 billion cubic feet per day of gas supply by 2031. With an estimated project cost of $16 billion, this development underscores the strategic importance of Comstock’s resource base and its ability to support large-scale energy infrastructure projects.

Comstock Resources, Inc. (NYSE:CRK) is a leading independent natural gas producer focused on the Haynesville shale region in North Louisiana and East Texas. Headquartered in Frisco, Texas, the company plays a critical role in supplying natural gas to LNG export markets along the Gulf Coast. With increasing demand from large-scale infrastructure projects and favorable commodity pricing, Comstock is well-positioned to drive long-term growth, supporting a strong investment thesis with meaningful upside potential.

9. Kodiak Gas Services, Inc. (NYSE:KGS)

On March 19, RBC Capital raised its price target on Kodiak Gas Services, Inc. (NYSE:KGS) to $64 from $45 while maintaining an Outperform rating, citing favorable industry conditions in the contract compression market. The firm highlighted tight equipment availability and extended lead times, which are expected to support strong pricing, margin expansion, and durable cash flow visibility as customers secure capacity well into 2027 and 2028.

On March 11, Kodiak Gas Services, Inc. (NYSE:KGS) announced that its subsidiary priced a $1.0 billion offering of 5.875% senior unsecured notes due 2031, with proceeds earmarked for refinancing existing higher-cost debt and supporting strategic growth initiatives. The company plans to redeem its 7.25% senior notes due 2029 and reduce borrowings under its revolving facility, freeing up capital to fund the acquisition of Distributed Power Solutions. This transaction reflects a proactive approach to optimizing the capital structure while enhancing financial flexibility and expanding its operational footprint.

Kodiak Gas Services, Inc. (NYSE:KGS) is a leading provider of contract natural gas compression services, essential for the transportation and processing of natural gas in upstream and midstream operations. Headquartered in Texas, the company benefits from strong demand fundamentals tied to increasing natural gas production. With improving margins, strategic capital deployment, and a growing service footprint, Kodiak is well-positioned to deliver sustained growth, supporting a compelling investment case with significant upside potential.

8. LandBridge Company LLC (NYSE:LB)

On April 2, LandBridge Company LLC (NYSE:LB) announced a lease development agreement with PowerBridge, granting the option to lease up to 3,400 acres in Reeves County, Texas, for the development of a large-scale data center campus with up to 2 GW of co-located power generation. This agreement enables further site development and positions LandBridge to capitalize on the growing demand for digital infrastructure, particularly as hyperscale data center operators seek integrated power solutions.

On March 13, Goldman Sachs raised its price target on LandBridge Company LLC (NYSE:LB) to $84 from $69 while maintaining a Buy rating, citing expectations for strong and repeatable growth. The firm anticipates that management will highlight stable EBITDA generation from its extensive land holdings, alongside potential upside from increasing per-acre revenue and new data center-related opportunities. The company is also expected to reinforce its 20% growth target for 2026, underscoring confidence in its long-term trajectory.

LandBridge Company LLC (NYSE:LB) is a land management firm focused on supporting energy production and industrial development across the Permian Basin’s Delaware sub-basin. Founded in 2021, the company leverages its significant surface acreage to generate stable income streams while capturing upside from emerging opportunities such as data center infrastructure. With strong growth visibility and exposure to high-demand end markets, LandBridge offers an attractive investment opportunity with meaningful upside potential.

7. Murphy Oil Corporation (NYSE:MUR)

On March 27, Morgan Stanley raised its price target on Murphy Oil Corporation (NYSE:MUR) to $37 from $25 while maintaining an Underweight rating, reflecting a significantly improved outlook for energy markets. The firm cited higher oil, LNG, and refining margins, which have reached their strongest levels since 2022, and revised its commodity price assumptions materially higher, leading to notable increases in projected EBITDA across its coverage.

A day earlier, Wells Fargo raised its price target on Murphy Oil Corporation (NYSE:MUR) to $38 from $32 while maintaining an Equal Weight rating, following updated insights into the company’s offshore operations, particularly in Vietnam. While the offshore opportunity presents meaningful long-term value, it remains a longer-dated catalyst, with near-term valuation still driven primarily by current cash flow generation despite improving execution visibility.

Murphy Oil Corporation (NYSE:MUR) is an independent exploration and production company with operations spanning the U.S. Gulf of Mexico, onshore U.S. shale plays, and international assets in Canada and Asia. Headquartered in Houston, Texas, the company is well-positioned to benefit from strengthening energy markets and improved commodity pricing.

6. Nordic American Tankers Limited (NYSE:NAT)

On March 23, Nordic American Tankers Limited (NYSE:NAT) highlighted exceptionally strong operating performance in a shareholder letter, noting that the first quarter of 2026 is expected to significantly exceed the prior quarter. The company disclosed multiple high-rate fixtures across key global routes, with time charter equivalent (TCE) rates reaching as high as $175,000 per day, while maintaining operating costs of approximately $9,000 per day. This substantial spread underscores the company’s strong earnings leverage in a favorable tanker market, particularly amid geopolitical disruptions that have tightened global crude transportation dynamics.

On March 17, CEO Herbjorn Hansson announced that Nordic American Tankers Limited (NYSE:NAT) had entered into an agreement to sell a 2005-built vessel for approximately $40 million, while also signaling expectations for fleet expansion in the years ahead. This transaction reflects active fleet management aimed at optimizing capital allocation, while management’s forward-looking commentary highlights confidence in sustained market strength and growth opportunities.

Nordic American Tankers Limited (NYSE:NAT) is a Bermuda-based shipping company specializing in the transportation of crude oil through its fleet of Suezmax tankers. With strong charter rates, disciplined cost structure, and proactive fleet optimization, the company is well-positioned to capitalize on favorable tanker market conditions, supporting a compelling investment case with significant upside potential.

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