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 (NYSE:PDS) 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 (NYSE:PDS) 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. (NYSE:HLX) 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. (NYSE:HLX) 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 (NYSE:NFG) 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 (NYSE:NFG) 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.
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