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Piper Sandler Boosts Crescent Energy (CRGY) Target while Oil Market Focus Shifts to Iran Risk

Crescent Energy Company (NYSE:CRGY) is included among the 14 Low PE High Dividend Stocks to Buy Right Now.

On March 5, Piper Sandler raised its price recommendation on Crescent Energy Company (NYSE:CRGY) to $14 from $13. It reiterated an Overweight rating on the shares. The firm said the rotation trade received renewed attention this week as the prospect of war with Iran placed about 20% of global oil, product, and gas supply at risk. According to Piper, the conflict has largely overshadowed Q4 results and FY26 outlooks across the sector. Even so, the firm expects little change from U.S. operators in response to the situation.

During the company’s Q4 2025 earnings call, CEO David Rockecharlie discussed the completion of nearly $5 billion in transactions during 2025. He said the activity included more than $4 billion in acquisitions completed at less than 3x EBITDA. At the same time, the company sold nearly $1 billion of non-core assets at valuations above 5x EBITDA.

Rockecharlie said this reflects the company’s strategy of compounding value by recycling capital. The approach involves shifting funds out of non-core holdings and redeploying them into higher-return, scalable assets where its operational playbook can be used to generate value over time.

He also introduced what he described as a new catalyst for equity value. The focus was on the company’s minerals platform, Present Royalties. According to Rockecharlie, the minerals portfolio currently generates roughly $160 million in annual cash flow.

Crescent Energy Company (NYSE:CRGY) is an energy company. Its operations are focused on Texas and the Rockies, with active development in the Eagle Ford and Uinta basins. The company also operates conventional assets in Wyoming, where it is involved in carbon capture, use, and storage (CCUS).

While we acknowledge the risk and potential of CRGY as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than CRGY and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 40 Most Popular Stocks Among Hedge Funds Heading into 2026 and 14 Best American Dividend Stocks to Invest In

Disclosure: None. Follow Insider Monkey on Google News.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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Today, we have identified a nearly identical pattern in a digital-first giant trading at $3.

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