2026년 2월 19일 · Unknown · financial · 출처 Yahoo Finance
This article first appeared on GuruFocus.
Goldman Sachs (NYSE:GS) thinks the recent rebound in oil prices is creating opportunity, and it is pointing investors toward 3 energy stocks it rates as Strong Buy with meaningful upside potential.
After crude hit a 12 month low in December, prices have firmed on renewed Middle East tensions, supply questions around sanctioned producers like Venezuela, and broader swings in risk sentiment. Goldman's picks span different corners of the energy world. Viper Energy (NASDAQ:VNOM), an oil royalty player tied to the Permian Basin, trades at a 10% FCF yield on 2027 estimates using $70 Brent and offers a $0.33 regular dividend plus a $0.25 variable payout.
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Cheniere Energy (NYSE:LNG), with 95% of its LNG capacity under long term contracts, posted 3Q25 revenue of $4.4 billion, up 18% year over year, and GAAP EPS of $4.75. PG&E (NYSE:PCG), serving 16 million Californians, is viewed as discounted on a 2027 P/E basis despite a $73 billion capital plan. Goldman's price targets imply roughly 21% to 24% upside across the trio.
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