Menu

Goldman says to buy these 3 energy stocks that will see profit upside from Iran-war disruptions

Goldman Sachs analysts updated 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 updated 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%

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


LNG

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%

Related Posts

Back To Top
the Ivy

The Ivy is our flagship newsletter delivered 3x per week (Mon, Wed, Fri) with a focus on investments that can stand the test of time. Investors who seek undervalued companies, passive income, or top-rated ETFs will find The Ivy to be the definitive financial newsletter.

the Burst

If you trade the markets seeking to find the next growth stock, The Burst was created for you. In this newsletter (delivered Tue/Thu), we spotlight companies that are changing the world as well as cryptocurrencies and blockchain projects disrupting the status quo.

the Spotlight

In our weekly Spotlight newsletter, we shine a light on “stand-out” companies that have high potential. You will also find an assortment of “big picture” topics covered, from economic insights to stock market outlook.

the Daily

We aggregate some of the best up to date investing stories and news from around the web and deliver it to you each day in The Daily.

Enter your email to join the tens of thousands of traders and investors already taking advantage of the complimentary Summa Money newsletters


© Summa Money 2026
Powered by WordPress • Themify WordPress Themes