Goldman says to buy these 3 energy stocks that will see profit upside from Iran-war disruptions
Goldman says to buy these 3 energy stocks that will see profit upside from Iran-war disruptions
Naomi BuchananThu, March 26, 2026 at 1:12 PM UTC
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An oil refinery in Los Angeles.David McNew/Getty Images -
Oil prices have surged since the onset of the war in Iran.
Goldman Sachs its projections for some of its top stock picks in the energy sector.
The analysts flagged three stocks positioned to gain from a tighter energy market.
Goldman Sachs analysts their projections for three buy-rated energy stocks as global oil prices stay elevated and energy-market disruptions continue.
Oil prices have edged back from recent highs as investors react to the potential for an off-ramp from the war.
The conflict in the Middle East has severely disrupted energy flows, damaging liquefied natural gas (LNG) facilities and disrupting shipping in the Strait of Hormuz.
Goldman said the disruption of gas flows through the Strait of Hormuz would still be an issue for the market even in the event of a near-term resolution to the conflict.
Goldman analysts on Wednesday their earnings estimates for three top picks within the energy sector.
"Within our coverage, we highlight Cheniere Energy (LNG), Venture Global (VG), and Golar LNG (GLNG) as well positioned to capitalize on tighter global gas demand balances," they wrote.
Here's what they're seeing for each stock.
Cheniere Energy
Bloomberg/Getty Images
Ticker: LNG
12-month return: +22%
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What Goldman says: The analysts highlighted the midstream energy company's contracted cash flows, solid balance sheet, and capital allocation strategy. They also said that upcoming growth catalysts are increasingly clear for Cheniere Energy, including its Louisiana and Texas facilities.
Upside in Goldman's projection: +9%
Venture Global
Ticker: VG
12-month return: +47%
What Goldman says: Venture Global has a "clear and accelerating positive catalyst path" for growth, the analysts wrote. VG can capitalize on higher global gas prices because of its open liquefaction capacity.
Upside in Goldman's projection: +17%
Golar LNG
FILIPPO MONTEFORTE/AFP via Getty Images
Ticker: GLNG
12-month return: +30%
What Goldman says: The analysts are constructive on GLNG stock, saying there is a "clear positive catalyst path" for Golar LNG since it's expected to secure a fourth floating liquefied natural gas vessel. They also flagged an underappreciated commodity upside and a recent strategic review as other positive levers.
Upside in Goldman's projection: +16%
on Business Insider
Source: “AOL Money”
