In this article, we will take a look at the 5 Energy Stocks Positioned to Outperform as the Strait Remains Closed. For a deeper discussion and an extended list, please see The $200 Oil Playbook: 10 Energy Stocks Positioned to Outperform as the Strait Remains Closed.
5. Vista Energy, S.A.B. de C.V. (NYSE:VIST)
Share Price Gains Between March 9 and March 16: 9.03%
Next on our list of Energy Stocks Positioned to Outperform is Vista Energy, S.A.B. de C.V. (NYSE:VIST). It is a leading independent operator with its main assets in Vaca Muerta, the largest shale oil and shale gas play under development outside North America.
Vista Energy, S.A.B. de C.V. (NYSE:VIST) received a lift on March 4 when Goldman Sachs raised its price target on the stock from $53.20 to $66.90, while maintaining a ‘Buy’ rating on the shares.
Vista Energy, S.A.B. de C.V. (NYSE:VIST) also stands to benefit from the recent surge in crude oil prices amid the war in the Middle East. The closure of the Strait of Hormuz has choked around a fifth of the global crude oil supply, creating an opportunity for Western operators like Vista. Moreover, the Brent crude oil price remains above the $100 per barrel mark as of the writing of this piece, providing a serious cash flow boost to the South American company.
Vista Energy, S.A.B. de C.V. (NYSE:VIST) was also recently included in our list of the 12 Best Crude Oil Stocks to Buy as Tensions Rise.
4. Sable Offshore Corp. (NYSE:SOC)
Share Price Gains Between March 9 and March 16: 13.83%
Sable Offshore Corp. (NYSE:SOC) is an independent upstream company focused on developing the prolific Santa Ynez Unit in federal waters offshore California.
Sable Offshore Corp. (NYSE:SOC) has been in a fiery dispute with Californian authorities as the company works to restart oil production at the Santa Ynez Unit of offshore oil platforms, which has been shut down since a disastrous oil spill in 2015. That said, the firm has received strong support from the Trump administration and the U.S. Pipeline and Hazardous Materials Safety Administration (PHMSA), which even approved its request to shift the pipelines under federal rather than state oversight.
Sable Offshore Corp. (NYSE:SOC) received another strong push on March 13 when the Trump administration officially directed the company to restore oil drilling operations off the California coast, in a bid to ease the global supply disruptions created by the war with Iran. Energy Secretary Chris Wright announced the decision after President Trump signed an executive order aimed at ‘ensuring that West Coast military installations have the reliable energy critical to military readiness’.
Following the Trump administration’s Defense Production Act order, Sable Offshore Corp. (NYSE:SOC) announced on March 16 that it had finally resumed oil transportation through the Santa Ynez Pipeline System, with first sales expected by April 1.
Following the development, Roth Capital raised its price target on Sable Offshore Corp. (NYSE:SOC) from $22 to $24 on March 16, and kept its ‘Buy’ rating on the shares.
3. Solaris Energy Infrastructure, Inc. (NYSE:SEI)
Share Price Gains Between March 9 and March 16: 15.25%
Solaris Energy Infrastructure, Inc. (NYSE:SEI) designs and manufactures specialized equipment for oil and natural gas operators in the United States.
On March 5, GLJ Research analyst Austin Wang initiated coverage of Solaris Energy Infrastructure, Inc. (NYSE:SEI) with a ‘Buy’ rating and a price target of $60. The target indicated an upside potential of over 7% from the current share price.
GLJ Research highlighted Solaris’ Power business and its ability to contract co-located power on demand to hyperscalers, which continues to ensure access to OEM supply.
The power business now accounts for roughly 70% of Solaris Energy Infrastructure, Inc. (NYSE:SEI)’s earnings, allowing the company to double its revenue and more than double its adjusted EBITDA in FY 2025. The company has already bagged deals with multiple data center customers and remains in advanced negotiations for the remaining open capacity. Moreover, it also signalled towards further capacity additions in 2027 and 2028.
Solaris Energy Infrastructure, Inc. (NYSE:SEI) continued to be favored by Wall Street and is placed among the 11 Oil Stocks with Highest Upside Potential.
2. NCS Multistage Holdings, Inc. (NASDAQ:NCSM)
Share Price Gains Between March 9 and March 16: 15.47%
NCS Multistage Holdings, Inc. (NASDAQ:NCSM) is a leading provider of highly engineered products and support services that enable oil-and-gas operators to optimize oil and natural gas well completions and field development strategies.
NCS Multistage Holdings, Inc. (NASDAQ:NCSM) announced strong results for its Q4 2025 on March 4, with the company’s EPS of $5.34 comfortable beating expectations by $4.67. The company also increased its revenue by 13% YoY to $50.6 million and exceeded the high end of its prior guidance, citing growth in the US, Canada, and international markets despite industry challenges.
Total revenue for the full-year 2025 also surged by 13% YoY to $183.6 million, while the annual operating income also more than doubled to $10.5 million. NCS Multistage Holdings, Inc. (NASDAQ:NCSM) reported an adjusted EBITDA of $26.7 million for FY 2025, up almost 20% compared to the previous year. Free cash flow after distributions to non-controlling interest also exceeded guidance and reached $18.9 million in 2025, a YoY improvement of $9 million.
NCS Multistage Holdings, Inc. (NASDAQ:NCSM) is targeting a revenue in the range of $184 million to $194 million for FY 2026, with full-year adjusted EBITDA expected between $26 million and $29 million. The company is expecting its free cash flow after distributions to noncontrolling interest to stand between $12 million to $16 million.
1. EON Resources Inc. (NYSEAMERICAN:EONR)
Share Price Gains Between March 9 and March 16: 66.25%
Topping our list of Energy Stocks Set to Outperform Amid the Middle East War is EON Resources Inc. (NYSE:EONR), an upstream energy company focused on oil and gas properties in the Permian basin.
EON Resources Inc. (NYSE:EONR) skyrocketed after the company announced on March 11 that it had expanded its oil hedging position and locked in the recent oil price spikes until the end of 2027, offering a promising financial cushion in the future. EON revealed that its next 15 months are approximately 75% hedged, while the last nine months of 2027 are also now over 50% hedged. Notably, approximately 12% of the 2026 hedges stand at over $70 per barrel.
The plan also includes ramping up production at the Grayburg-Jackson site and a horizontal drilling program at San Andres, which are expected to boost the company’s output in the second half of 2026.
Mitchell B. Trotter, CFO at EON Resources Inc. (NYSE:EONR), stated:
“We are really pleased to have filled our hedging positions for the Grayburg-Jackson waterflood for a few strategic business reasons. First, having these hedges in place mitigates the risks of unfavorable price movement while providing base level protection for the cash requirements necessary for operating expenses and any potential debt service requirements. The second reason, of course, is that EON is now more attractive to potential future debt financing. The third and a major reason is that having our hedging at this level is a great hedge platform for upcoming production growth via the San Andres horizontal drilling program.
While we believe the war in Iran will be swift, we also expect prices will settle back to between $60.00 to $70.00 per barrel. We are taking action now to ensure profitable pricing through 2027 before an anticipated retreat to lower oil prices”
While we acknowledge the potential of EONR as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than EONR and that has 100x upside potential, check out our report about the cheapest AI stock.
READ NEXT: 40 Most Popular Stocks Among Hedge Funds Heading into 2026 and 12 Best Large Cap Energy Stocks to Buy Now.
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