In this article, we are going to discuss the 14 best LNG stocks to buy now.
According to the International Energy Agency, global LNG supply grew by almost 7% last year, with new LNG capacity coming online in North America being the largest driver. The agency expects the supply growth to accelerate further this year and cross the 7% mark.
The United States is leading this growth as the world’s top supplier of ultra-cooled fuel. According to data from the LSEG and EIA, the country is currently processing around 18 billion cubic feet per day (bcfd) of natural gas into LNG. The US also hit a major milestone when it exported 111 million metric tons (mmt) of liquefied natural gas last year, almost 20 mmt more than its nearest rival, Qatar, and nearly 23 mmt more than it did in 2024. Europe remains the top destination for American LNG, which is replacing the Russian gas supply to the continent following the Kremlin’s invasion of Ukraine. From January through November 2025, the continent received 68% of the total LNG shipments originating from the US.
The American LNG exporters still have no intention of slowing down and even announced plans last year to increase the country’s liquefaction capacity to 28.7 bcfd by 2029.
With that said, here are the Best LNG Stocks to Invest in.
Our Methodology
To collect data for this article, we used screeners to identify LNG stocks, 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. The following are the Best LNG Stocks to Buy Now.
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).
14. TotalEnergies SE (NYSE:TTE)
TotalEnergies SE (NYSE:TTE) is a global integrated energy company that produces and markets energy. The company has always been closely involved in the whole natural gas and LNG supply chain, from extraction, transportation, liquefaction, and shipping, to regasification, marketing, and trading.
On February 17, TD Cowen raised its price target on TotalEnergies SE (NYSE:TTE) from $70 to $80, while maintaining a ‘Hold’ rating on the shares. The analyst noted that Total’s power business is benefiting from the strong data-center demand, with growth prospects extending beyond the end of this decade. Moreover, TD Cowen highlighted that Namibia may have enough resources to support more than two floating production, storage, and offloading vessels. These developments could be drivers for Total’s free cash flow growth in the next decade.
It is worth noting that on February 6, TotalEnergies SE (NYSE:TTE) announced it had acquired a 42.5% stake in an offshore exploration license off Namibia, as the company looks to expand its holdings in the southern African country. The French oil major has obtained between 25% and 40% of its oil and gas from Africa over the last two decades, and is now betting on Namibia to replenish its reserves.
13. Eni S.p.A (NYSE:E)
Eni S.p.A. (NYSE:E) operates as an integrated energy company in Italy, the rest of Europe, the United States, Asia, Africa, and internationally.
Eni S.p.A. (NYSE:E) announced on February 17 that it had made a major gas and condensate discovery offshore the Ivory Coast, where the Italian energy giant has been active since 2015. The company made the discovery, named Calao South, after successfully drilling Murene South-1X, the first exploration well in Block CI-501.
According to the company, the find confirms the potential of the Calao channel complex, which has an estimated volume of up to 5 Tcf of gas and 450 million barrels of condensate, or approximately 1.4 billion barrels of oil. Block CI-501 is operated by Eni with a 90% stake in partnership with the state-owned Petroci Holding.
This marks Eni’s second major find in Africa in recent days, as the company revealed on February 14 that its joint venture had made a significant offshore oil discovery offshore Angola, with preliminary estimates pointing to around 500 million barrels of oil.
12. YPF Sociedad Anónima (NYSE:YPF)
YPF Sociedad Anónima (NYSE:YPF) is an energy company that engages in upstream and downstream oil and gas activities in Argentina.
On February 12, YPF Sociedad Anónima (NYSE:YPF) signed a joint development agreement with Italian Eni and UAE-based XRG to advance a liquefied natural gas project linked to Argentina’s Vaca Muerta field. The project, called Argentina LNG, is expected to produce 12 million metric tons of LNG per year using two floating liquefaction units. Under the agreement, the three partners will start front-end engineering and design and perform other key technical, commercial, and financing workstreams.
Horacio Marín, President and CEO of YPF Sociedad Anónima (NYSE:YPF), commented:
“This new step marks the formal inclusion of XRG into the project we have been developing together with Eni. These two world-class players allow us to position Argentina LNG as one of the leading LNG projects globally. We will now continue working very intensively to reach FID during 2H26.”
YPF Sociedad Anónima (NYSE:YPF) received another boost on the same day when JPMorgan analyst Rodolfo Angele raised its price target on the stock from $51 to $54, while keeping an ‘Overweight’ rating on the shares. The revised target indicates an upside of almost 44% from the current share price.
YPF Sociedad Anónima (NYSE:YPF) was recently included in our list of the 12 Best Crude Oil Stocks to Buy as Tensions Rise.
11. Enbridge Inc. (NYSE:ENB)
Enbridge Inc. (NYSE:ENB) is a midstream energy operator that focuses on transporting and distributing oil, natural gas, and natural gas liquids.
On February 19, Citi increased its price target on Enbridge Inc. (NYSE:ENB) from C$75 to C$77, while maintaining a ‘Buy’ rating on the shares. The target adjustment, which indicates an upside of over 7% from current levels, follows the company’s recent Q4 report.
Enbridge Inc. (NYSE:ENB) announced strong Q4 2025 results on February 13, with the company beating estimates in both earnings and revenue. Enbridge’s net profit for the quarter quadrupled to C$1.95 billion, compared to C$493 million in the same period in 2024. Moreover, the midstream giant reported that it had a project backlog worth approximately C$39 billion at the end of FY 2025, with around C$8 billion expected to come into service this year. As a result, the company expects a growth of 5% through the end of the decade.
For FY 2026, Enbridge Inc. (NYSE:ENB) expects its EBITDA to be between $20.2 billion and $20.8 billion, with DCF to range between $5.70 and $6.10 per share.
10. BP p.l.c. (NYSE:BP)
BP p.l.c. (NYSE:BP) is a British multinational company recognized worldwide for quality gasoline, transport fuels, chemicals, and alternative sources of energy such as wind and biofuels.
On February 13, Freedom Finance analyst Sergey Pigarev downgraded BP p.l.c. (NYSE:BP) from ‘Hold’ to ‘Sell’, while keeping its price target on the stock unchanged at $37. The downgrade comes after the analyst viewed the energy giant’s Q4 results as soft. The analyst highlighted that BP suspended its stock buyback program amid the low-priced environment, while any further oil market weakness could weigh ‘materially’ on its earnings.
BP p.l.c. (NYSE:BP) is now the only top-five oil major without a share repurchase program. The unpopular strategic move comes as the company decided to prioritize production growth over shareholder payouts, allowing it to repair its shaky financial footing. BP has also announced to reduce its capital expenditure from $14.5 billion in 2025 to no more than $13.5 billion this year. Moreover, the company has now set a cost-reduction target of $6.5 billion by the end of 2027, up from $5 billion previously.
That said, BP p.l.c. (NYSE:BP) boasts an impressive annual dividend yield of 5.18%, putting it among the 12 Best Crude Oil Stocks to Buy for Dividends.
9. Shell plc (NYSE:SHEL)
Next on our list of the Best LNG Stocks is Shell plc (NYSE:SHEL). It is an integrated energy company with operations spanning exploration, production, refining, marketing, and chemical manufacturing, alongside growing investments in biofuels and hydrogen.
On February 6, Wells Fargo slightly reduced its price target on Shell plc (NYSE:SHEL) from $78 to $77, while maintaining an ‘Equal Weight’ rating on the shares. The analyst highlighted how Shell maintained its quarterly share repurchase pace following its Q4 results, despite missing profit estimates amid a low-priced environment. The energy giant can do that because it has maintained its debt at target levels and boasts a robust balance sheet. However, the analyst believes the market is waiting for a resource-catalyst to drive further re-rating.
Shell plc (NYSE:SHEL) announced its Q4 2025 results on February 5, reporting earnings and revenue below forecasts. The firm reported 2% YoY production growth during the quarter, but was held back by lower crude prices, weak oil-trading performance, and a struggling chemicals business. However, despite the tough results, Shell maintained its quarterly share buyback program of $3.5 billion.
8. Baker Hughes Company (NASDAQ:BKR)
Baker Hughes Company (NASDAQ:BKR) is an energy technology company that provides solutions for energy and industrial customers worldwide.
Baker Hughes Company (NASDAQ:BKR) announced on February 24 that it had secured an award to supply 25 BRUSH Power Generation electric generators to Boom Supersonic for use in AI data center infrastructure. The units will be paired with Boom’s 42-MW Superpower natural gas turbines and build on a prior agreement signed last year for 6 BRUSH Power Generation electric generators. Combined, the 31 generators will deliver 1.21 GW of onsite electricity for Boom’s anchor customer, Crusoe. Deliveries for the order are expected to start in mid-2026 and will run through 2028.
Lorenzo Simonelli, Chairman and CEO of Baker Hughes Company (NASDAQ:BKR), stated:
“This collaboration illustrates how Baker Hughes’ power systems capabilities are addressing the energy needs of the data center industry, one of the key drivers of growing global power demand. Pairing our proven generator technology with a novel turbine application enables innovative, efficient and dependable power solutions for the rapidly expanding distributed power generation needs of AI and high-performance computing.”
Baker Hughes Company (NASDAQ:BKR) revealed during its Q4 earnings call that it aims to book $3 billion in data center orders between 2025 and 2027, as it shifts its focus toward data centers and LNG alongside oil and gas production.
7. Golar LNG Limited (NASDAQ:GLNG)
As one of the world’s largest independent owners and operators of marine-based LNG midstream infrastructure, Golar LNG Limited (NASDAQ:GLNG) designs, converts, owns, and operates marine infrastructure that turns natural gas into LNG.
Golar LNG Limited (NASDAQ:GLNG) received a boost on February 2 when Goldman Sachs analysts added the stock to the firm’s US Conviction List as part of its monthly update. The move comes as the firm expects Golar’s capacity expansion to help grow its contracted EBITDA by three times by the end of 2028. The LNG company boasted an adjusted EBITDA backlog of $17 billion at the end of Q3 2025. Goldman maintains a ‘Buy’ rating on GLNG and has a price target of $56, indicating an upside of over 25% from current levels.
Golar LNG Limited (NASDAQ:GLNG) is scheduled to announce its Q4 2025 results on February 25. Wall Street analysts expect the company to post earnings of $0.42 per share, while its revenue for the quarter is estimated at $127.19 million.
As of the writing of this piece, Golar LNG Limited (NASDAQ:GLNG) has posted gains of over 17% since the beginning of 2026.
6. Devon Energy Corporation (NYSE:DVN)
Devon Energy Corporation (NYSE:DVN) is a leading independent energy company engaged in finding and producing oil and natural gas, with operations focused onshore in the United States.
Devon Energy Corporation (NYSE:DVN) announced its Q4 2025 results on February 17, with the company’s adjusted EPS of $0.82 narrowly falling behind estimates by $0.01 after severe winter storms disrupted operations across key producing regions. Devon’s Q4 output rose to 851,000 boepd, from 848,000 boepd a year earlier. However, the company reported average realized prices of $34.52 per boe during the quarter, down from $40.32 per boe a year earlier.
Devon Energy Corporation (NYSE:DVN) generated $3.1 billion in free cash flow in full-year 2025 and returned $2.2 billion to shareholders through dividends, share repurchases, and debt retirement. Devon also declared a quarterly dividend of $0.24 per share for all shareholders as of the March 13 record, payable on March 31, 2026.
Earlier this month, Devon Energy Corporation (NYSE:DVN) announced an all-stock merger with Coterra Energy in an all-stock deal worth $58 billion. The transaction is expected to close in the second quarter of 2027, with the companies aiming to deliver $1 billion in annual pretax run rate synergies by the end of 2027.
5. Kinder Morgan, Inc. (NYSE:KMI)
Next on our list of the Best LNG Stocks to Buy Now is Kinder Morgan, Inc. (NYSE:KMI), one of the largest energy infrastructure companies in North America. The company has an interest in or operates approximately 78,000 miles of pipelines and 139 terminals.
On February 20, Barclays raised its price target on Kinder Morgan, Inc. (NYSE:KMI) from $32 to $34, while maintaining an ‘Overweight’ rating on the shares. The revised target, which indicates an upside of 4% from the current levels, comes as the analyst firm updated KMI’s model to reflect the Q4 report.
Kinder Morgan, Inc. (NYSE:KMI) reported its Q4 2025 results on January 21, with the company beating estimates in both earnings and revenue. KMI transported almost 48.4 trillion British thermal units of natural gas per day during the quarter, up from 44.5 trillion Btu/d a year earlier. The record-setting performance of its Natural Gas Pipelines business segment allowed the company to deliver its highest-ever Q4 and full-year net incomes of $996 million and $3.06 billion, respectively.
Kinder Morgan, Inc. (NYSE:KMI) total project backlog hit $10 billion at the end of Q4 2025, up from $9.3 billion in the previous quarter.
4. ConocoPhillips (NYSE:COP)
ConocoPhillips (NYSE:COP) is one of the world’s largest independent E&P companies based on oil and natural gas production and proved reserves.
A Bloomberg report on February 20 revealed that ConocoPhillips (NYSE:COP) is exploring the sale of some of its Permian Basin assets as part of its efforts to streamline its portfolio. The assets were acquired over the years through deals with Concho Resources and Shell and are expected to fetch around $2 billion. The oil and gas major is working with advisers to find an acquiring party, with interest expected from strategic as well as private equity investors.
ConocoPhillips (NYSE:COP) reported during its Q4 2025 earnings call that it closed over $3 billion in asset sales in 2025 to help streamline its business, with $1.6 billion in proceeds received in the fourth quarter. The company doubled its divestiture target to $5 billion in August 2025 and remains on track to meet this goal by the end of 2026.
ConocoPhillips (NYSE:COP) was recently included in our list of the 10 Best American Oil and Gas Stocks to Buy.
3. Cheniere Energy, Inc. (NYSE:LNG)
Number of Hedge Fund Holders: 76
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.
On February 5, Cheniere Energy, Inc. (NYSE:LNG) submitted an application with FERC to construct a new LNG facility at its Corpus Christi site in Texas. Corpus Christi is already undergoing a Stage 3 expansion, after which the facility’s total capacity will be increased to 25 million tons per annum (mtpa). If approved, the Stage 4 expansion would further raise the plant’s total capacity to 49 mtpa. Cheniere expects the expansion to require 3.3 billion cubic feet of gas per day, and the company hopes to obtain federal approval by May 2027.
In other news, Cheniere Energy, Inc. (NYSE:LNG) had a setback on February 24 when Morgan Stanley analyst Devin McDermott downgraded the stock from ‘Overweight’ to ‘Equal Weight’, while also reducing its price target from $258 to $236. Morgan Stanley believes that the global LNG market is headed into a supply glut, driving it to shift its view on the US industry from ‘In-Line’ to ‘Cautious’. The analyst believes that Cheniere’s shares are trading near fair value, despite the company’s limited direct exposure to pricing.
2. Chevron Corporation (NYSE:CVX)
Chevron Corporation (NYSE:CVX) manufactures and sells a range of high-quality refined products, including gasoline, diesel, marine and aviation fuels, premium base oil, finished lubricants, and fuel oil additives.
A Bloomberg report on February 12 revealed that Venezuela plans to grant more oil production land to Chevron Corporation (NYSE:CVX), as President Trump pushes the American energy companies to rebuild the South American country’s crumbling oil infrastructure. The development follows last month’s reports that Chevron is set to increase its Venezuelan crude oil exports to the United States to around 300,000 barrels per day (bpd) in March, up significantly from 100,000 bpd in December 2025.
Chevron Corporation (NYSE:CVX) has emerged as a key winner from the recent US action in Venezuela, as the company had already been operating under a special US license in the country. The oil major’s four joint ventures with the state-run PDVSA are currently producing between 240,000 and 250,000 barrels of sour Venezuelan crude per day, which is especially popular among the US Gulf Coast refineries.
Chevron Corporation (NYSE:CVX) was recently included in our list of the 10 High Yield Crude Oil Stocks to Buy After Trump’s Blitz in Venezuela.
1. Exxon Mobil Corporation (NYSE:XOM)
Last, but not least, on our list of the Best LNG Stocks is Exxon Mobil Corporation (NYSE:XOM), one of the largest integrated fuels, lubricants, and chemical companies in the world.
Exxon Mobil Corporation (NYSE:XOM) revealed on February 18 that its Uaru and Whiptail projects in Guyana are progressing ahead of schedule and under budget. The two projects are the oil behemoth’s fifth and sixth in the South American country, and will each produce 250,000 barrels per day. Exxon expects Uaru to begin oil production this year, while Whiptail is projected to start in 2027. Upon their completion, Guyana’s overall output will grow to 1.4 million bpd.
The Guyanese government has also been pressing Exxon Mobil Corporation (NYSE:XOM) to design and build natural gas projects, as the country looks to diversify into petrochemical plants and possible data centers.
Exxon Mobil Corporation (NYSE:XOM) reported during its Q4 2025 earnings call that its output from advantaged assets, such as the Permian, Guyana, and LNG, continues to grow, with the company projecting these assets to make up roughly 65% of its total production mix by 2030.
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