In this article, we will discuss the 5 Best Energy Infrastructure Stocks That Will Skyrocket. For deeper discussion and analysis, read 8 Best Energy Infrastructure Stocks That Will Skyrocket.
5. YPF Sociedad Anónima (NYSE:YPF)
Upside Potential: 20.07%
On April 29, UBS raised its price target on YPF Sociedad Anónima (NYSE:YPF) to $45 from $37 while maintaining a Neutral rating on the shares. The revision reflects improving sentiment toward the company’s valuation and its strategic positioning within Argentina’s energy sector.
On April 8, 2026, YPF’s board outlined proposals for its April 30 shareholder meetings, including approval of financial statements, auditor appointment, and compensation plans. The company also detailed plans to restructure reserves, absorb significant retained losses, and establish new reserves for investment and share-based compensation programs, while seeking flexibility to utilize treasury shares to align employee incentives with shareholder interests.
YPF Sociedad Anónima (NYSE:YPF) is Argentina’s leading integrated energy company, with dominant positions in oil and gas production, refining, and fuel distribution. The company plays a central role in the country’s energy infrastructure and is heavily focused on developing the Vaca Muerta shale formation, positioning itself as a key player in unconventional energy production. Founded in 1922, YPF is headquartered in Buenos Aires, Argentina.
YPF Sociedad Anónima (NYSE:YPF) presents a compelling opportunity as improving analyst sentiment and ongoing corporate restructuring efforts signal a clearer path toward financial stabilization and growth. With an upside potential of 20.07%, the stock offers meaningful return potential driven by its strategic importance in Argentina’s energy landscape and long-term shale development prospects.
4. Centrus Energy Corp. (NYSE:LEU)
Upside Potential: 23.29%
On April 24, B. Riley lowered its price target on Centrus Energy Corp. (NYSE:LEU) to $295 from $315 while maintaining a Buy rating on the shares. The adjustment reflects anticipated near-term cost pressures associated with the company’s uranium enrichment capacity expansion efforts.
On April 20, Centrus Energy Corp. (NYSE:LEU) announced the selection of Geiger Brothers as the construction contractor for its previously disclosed multi-billion-dollar expansion of uranium enrichment capacity in Piketon, Ohio. The project represents a significant milestone in scaling production of Low-Enriched Uranium and High-Assay Low-Enriched Uranium, with the company emphasizing its unique position as the only provider with deployment-ready technology capable of meeting both commercial and U.S. national security requirements.
Centrus Energy Corp. (NYSE:LEU) is a U.S.-based supplier of enriched nuclear fuel and related services for the nuclear power industry. The company plays a critical role in the nuclear energy value chain by bridging the gap between uranium mining and power generation, while also supporting next-generation reactor development. Incorporated in 1998 and headquartered in Bethesda, Maryland, Centrus is central to efforts aimed at restoring domestic uranium enrichment capacity.
Centrus Energy presents a compelling investment case as its large-scale enrichment expansion strengthens its strategic importance in both energy security and advanced nuclear markets. With an upside potential of 23.29%, the company is well-positioned to benefit from increasing demand for domestically sourced nuclear fuel despite near-term cost headwinds.
3. Uranium Energy Corp. (NYSEAMERICAN:UEC)
Upside Potential: 24.01%
On April 8, Uranium Energy Corp. (NYSEAMERICAN:UEC) announced it has received regulatory approval and commenced production at its Burke Hollow project, marking the launch of the newest in-situ recovery uranium mine globally and the first new U.S. ISR operation in more than a decade. This development, alongside recent capacity expansion approvals at Christensen Ranch in Wyoming, underscores the company’s efforts to scale its domestic production footprint.
On March 23, Uranium Energy Corp. (NYSEAMERICAN:UEC) reported progress at its Christensen Ranch operations, including regulatory approval and commissioning of additional header houses to expand wellfield capacity. Continued development across Wyoming and Texas assets is expected to materially increase production output and strengthen the company’s position as a leading U.S. uranium supplier.
Uranium Energy Corp. (NYSEAMERICAN:UEC) is a North American mining company focused on uranium production for the clean energy sector. The company operates with a vertically integrated model across the nuclear fuel cycle, positioning it as a critical supplier to the broader nuclear energy infrastructure ecosystem. Incorporated in 2003 and headquartered in Corpus Christi, Texas, Uranium Energy plays a key role in supporting the growing demand for nuclear power.
Uranium Energy stands out as a strong investment candidate, as accelerating production growth and regulatory approvals highlight its ability to scale operations in a tightening uranium market. With an upside potential of 24.01%, the company is well-positioned to capitalize on the rising demand for domestic nuclear fuel supply.
2. Expand Energy Corporation (NASDAQ:EXE)
Upside Potential: 25.14%
On April 30, Truist raised its price target on Expand Energy Corporation (NASDAQ:EXE) to $134 from $133 while maintaining a Buy rating on the shares. The firm noted a solid start to fiscal 2026, with performance improving relative to natural gas peers following earlier underperformance.
The same day, William Blair downgraded Expand Energy Corporation (NASDAQ:EXE) to Market Perform from Outperform without assigning a price target. The firm indicated that the company will require additional time to execute on its operational goals, including achieving margin improvements and scaling free cash flow generation, with integration progress expected to unfold gradually.
Expand Energy Corporation (NASDAQ:EXE) is a leading U.S.-based independent natural gas producer formed in October 2024 through the merger of Chesapeake Energy and Southwestern Energy. The combined entity leverages a significant asset base across key shale basins, including Appalachia and Haynesville, and plays an important role in supplying natural gas to domestic and export markets. Headquartered in Oklahoma City, Oklahoma, the company builds on a legacy dating back to 1989.
Expand Energy offers an interesting opportunity as improving operational performance and analyst optimism are balanced by near-term execution risks tied to integration and margin expansion. With an upside potential of 25.14%, the stock presents meaningful return potential if management successfully delivers on its strategic objectives.
1. Mach Natural Resources LP (NYSE:MNR)
Upside Potential: 30.61%
On April 7, Mach Natural Resources LP (NYSE:MNR) announced a proposed underwritten public offering of 9 million common units by existing stakeholders, including VEPU, Simlog, and Sabinal Energy Operating, LLC. The company clarified that it will not issue new units or receive proceeds from the transaction, indicating that the offering is primarily a liquidity event for current holders.
On March 13, Chief Executive Officer Tom L. Ward highlighted the company’s disciplined strategy and transformative growth, noting that strategic acquisitions have expanded Mach into a scaled, multi-basin operator. Management emphasized that strengthening the asset base enhances long-term value creation and operational resilience.
Mach Natural Resources LP (NYSE:MNR) is an independent upstream oil and gas company focused on the acquisition, development, and production of oil, natural gas, and natural gas liquids. While primarily operating as an exploration and production company, it exhibits characteristics of energy infrastructure firms through its scale and operational integration. Founded in 2017 and headquartered in Oklahoma City, Oklahoma, Mach has rapidly built a diversified asset portfolio.
Mach Natural Resources LP (NYSE:MNR) appears well-positioned as its strategic acquisitions and expanding multi-basin footprint enhance long-term production stability and value creation potential. With an upside potential of 30.61%, the stock offers significant return potential supported by disciplined growth and a strengthened asset base.
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