In this article, we will discuss 8 Best Energy Infrastructure Stocks That Will Skyrocket.
Energy booms come and go, but the infrastructure that moves, stores, and exports that energy tends to compound quietly in the background. That’s exactly why billionaire investors and hedge fund managers are increasingly drawn to energy infrastructure stocks. In a market often obsessed with commodity prices and short-term swings, these businesses offer something far more durable: predictable, contract-driven cash flows tied to the global demand for energy itself.
Unlike oil producers, which rise and fall with crude prices, infrastructure players operate more like toll roads. Pipelines, LNG terminals, and storage facilities are typically backed by long-term, fee-based contracts that generate steady revenue regardless of where oil or gas prices trade. That kind of stability is highly attractive to sophisticated investors. Figures in the mold of David Tepper have long favored sectors where strong cash generation and shareholder returns can drive performance even in uncertain markets.
What makes the story even more compelling today is the geopolitical backdrop. Global conflicts, shifting trade routes, and a renewed focus on energy security have elevated the strategic importance of infrastructure assets. Investors like Paul Tudor Jones often look for opportunities where macro uncertainty creates asymmetric upside, and energy logistics is increasingly one of those areas. As countries scramble to secure a reliable supply, pipelines and export terminals become more valuable, not less.
At the same time, rising global energy demand— from electrification to AI-driven data centers— is placing additional strain on existing systems, creating a long runway for expansion. This positions infrastructure as the “picks and shovels” of the energy economy, benefiting regardless of which fuel ultimately dominates.
The bottom line? Energy infrastructure stocks may not generate headlines like oil spikes or tech breakthroughs, but they offer something many investors overlook: consistent income, geopolitical relevance, and long-term compounding potential.
With this context in mind, here are some energy infrastructure stocks that are expected to skyrocket.
Our Methodology
We used screeners to identify energy infrastructure stocks with an average upside potential of at least 15%, 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. We have ranked the stocks in ascending order of their upside potential to make the list easier to navigate.
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).
8 Best Energy Infrastructure Stocks That Will Skyrocket
8. Precision Drilling Corporation (NYSE:PDS)
Upside Potential: 17.37%
On May 1, CIBC raised its price target on Precision Drilling Corporation (NYSE:PDS) to C$160 from C$150 while maintaining an Outperformer rating on the shares. The upward revision reflects continued confidence in the company’s operational performance and its positioning within the North American drilling market.
The same day, TD Securities analyst Aaron MacNeil increased the firm’s price target on Precision Drilling Corporation to C$130 from C$127 while keeping a Hold rating on the stock. The adjustment suggests a more measured but still constructive outlook on the company’s near-term performance.
Precision Drilling Corporation is a major North American oilfield services provider focused on delivering onshore drilling, completion, and production solutions. The company is widely recognized for its high-performance, technology-driven drilling capabilities, particularly in unconventional oil and gas markets, and plays a critical role in building the infrastructure required for energy extraction.
Precision Drilling presents a balanced investment case as multiple analysts raised price targets, signaling improving confidence in its earnings outlook and industry positioning. With an upside potential of 17.37%, the stock offers a compelling opportunity supported by steady demand for technologically advanced drilling services.
7. Helix Energy Solutions Group, Inc. (NYSE:HLX)
Upside Potential: 17.68%
On April 24, TD Cowen raised its price target on Helix Energy Solutions Group, Inc. (NYSE:HLX) to $14 from $13 while maintaining a Buy rating on the shares. The firm updated its model following in-line first-quarter results and the announcement of a reverse merger with Hornbeck, noting that while the strategic rationale is understandable, the deal’s economics were less compelling.
On April 23, Helix Energy Solutions Group, Inc. reported first-quarter revenue of $287.95 million, exceeding the consensus estimate of $263.91 million. Management highlighted $59 million in free cash flow generation and a strong liquidity position with over $500 million in cash, while also pointing to improving demand driven by higher commodity prices and supportive regulatory developments, with expectations for momentum to build into late 2026 and 2027.
Helix Energy Solutions Group, Inc. is an international offshore energy services company providing specialized services to the oil, gas, and renewable energy industries. The company operates as an energy infrastructure and service provider rather than a traditional exploration and production firm, delivering critical offshore intervention and production solutions. Founded in 1979, Helix is headquartered in Houston, Texas.
Helix Energy appears well-positioned with solid financial performance, strong free cash flow generation, and improving offshore demand trends, reinforcing its growth outlook. With an upside potential of 17.68%, the company offers an attractive opportunity supported by strengthening fundamentals and a favorable medium-term industry backdrop.
6. National Fuel Gas Company (NYSE:NFG)
Upside Potential: 18.38%
On April 30, CEO David P. Bauer highlighted National Fuel Gas Company (NYSE:NFG)’s solid second-quarter performance, with adjusted EPS rising 13% year-over-year. He emphasized the resilience of the company’s integrated natural gas system during severe winter conditions and outlined several growth initiatives, including pipeline expansion projects, an upcoming Ohio utility acquisition, and continued optimization of its Appalachian asset base.
On April 27, BofA raised its price target on National Fuel Gas Company to $102 from $99 while maintaining a Buy rating on the shares. The firm noted a constructive outlook for U.S. oil and gas equities, supported by expectations of geopolitical volatility and a potentially improving macro environment.
National Fuel Gas Company is a diversified energy firm with an integrated, Appalachian-focused business model spanning upstream production, midstream infrastructure, and downstream utility operations. The company derives a significant portion of its value from regulated, long-lived assets that transport and store natural gas, providing stable and predictable cash flows. Founded in 1902, National Fuel Gas is headquartered in Williamsville, New York.
National Fuel Gas stands out as a stable investment opportunity given its resilient earnings growth, integrated business model, and ongoing expansion initiatives across key segments. With an upside potential of 18.38%, the stock offers a balanced combination of defensive characteristics and long-term growth prospects.
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 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 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. 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. 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. 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. 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 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 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 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 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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