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Just For You 3 Companies to Watch as Natural Gas Stocks Make a ComebackWritten by Chris Markoch. Published 11/18/2025. 
Key Points - Natural gas prices have surged over 70% in the past year, creating new upside opportunities across producers and midstream operators.
- Rising LNG exports, early winter weather, and increasing data center power demand support the sector’s bullish outlook.
- EXE, FANG, and OKE each offer strong catalysts, from synergy-driven cash flow to Permian Basin growth to discounted midstream valuation.
Don’t look now, but energy stocks are starting to look like compelling investments once again. While crude oil prices have been under pressure, natural gas prices are up over 70% year-over-year—and more than 50% in the last three months. Several catalysts are driving this rally. First, the United States had an early blast of winter weather, boosting seasonal heating demand. Second, liquefied natural gas (LNG) exports to Europe remain strong amid ongoing concerns that Russia may cut supply. Third, and most notably, the artificial intelligence (AI) buildout is providing a tailwind for energy prices for years to come. Imagine a bull market so powerful, every single investor became a millionaire. Not by finding the next NVIDIA or Bitcoin, but by owning a simple index fund.
It sounds impossible. Yet it happened – just a short time ago. Now a legendary figure says: "Brace yourselves. It's about to happen here, in America. But fair warning – it could be the worst thing that ever happens to you."
This story has received little coverage in the press. But if history repeats, it could bump tens of millions of Americans into a 7-figure net worth practically overnight. Click here for the full story. This benefits natural gas producers that continued drilling when prices were lower. Their improved balance sheets and production outlooks leave them well-positioned heading into 2026. Below are three natural gas stocks to consider as this trend unfolds. America’s Largest Gas Producer Is Positioned for a Big Run Expand Energy Corp. (NASDAQ: EXE) may not be a household name, but it stands to be one of the largest beneficiaries of rising natural gas demand. EXE stock is up 17.8% year-to-date (YTD) and is on pace to match its 12-month growth of around 23% and its five-year total return of over 267%. The company was formed after the merger of Chesapeake Energy and Southwestern Energy and is currently the largest natural gas producer in the United States. Investors who recall Chesapeake's bankruptcy may be cautious, but Expand Energy has shown improved operational efficiency. The company expects to achieve $500 million in annual synergies this year and about $600 million next year. That is forecast to boost free cash flow by 30% this year and by roughly 20% in 2026. Supporting the bullish case, Expand Energy’s revenue is up 358% year-over-year (YOY) through the first three quarters of 2025. Some investors may balk at a price-to-earnings (P/E) ratio of 33x—higher than many energy peers—but analysts are forecasting an expected 312% earnings growth, which could justify the premium. Permian Exposure and Data Center Demand Drive Upside Diamondback Energy Inc. (NASDAQ: FANG) has lagged the market in 2025 year-to-date, according to the stock's chart. However, with a consensus price target of $188.55, analysts see upside of more than 27% from current levels. The stock has started to recover, rising about 3.8% in the last month following a solid earnings report in which revenue beat estimates by over 11% and earnings per share (EPS) beat by 4.7%. Reasons to be bullish include Diamondback’s exposure to the Permian Basin and its involvement in the Competitive Power Ventures project, where it has agreed to supply 50 million cubic feet per day to a 1,350-megawatt power plant. It is also targeting long-term contracts to fuel data center expansion, an increasingly important source of natural gas demand. Diamondback continues to prioritize free cash flow growth per share over production growth. In the company’s Q3 earnings report, it reported a 36% reinvestment rate year-to-date (assuming oil prices in the mid-$60s), underscoring its capital discipline and focus on shareholder returns. A Beaten-Down Midstream Giant That May Be Oversold ONEOK Inc. (NYSE: OKE) offers a more conservative, midstream angle on the natural gas rally. OKE stock is down about 30% in 2025, but analysts remain bullish, with a consensus price target of $89.27 suggesting potential upside of more than 28%. ONEOK has delivered strong revenue growth in 2025, but investor concerns about the company’s high projected capital expenditures this year have weighed on sentiment. Although the company expects those capital spending levels to decline in the future, some investors worry they could pressure short-term earnings. Still, the stock may now be beaten down to the point of attractiveness, especially if crude oil prices rise in the next 12 to 18 months. With a recent earnings beat and growing demand for natural gas infrastructure, OKE could represent an oversold opportunity in a recovering sector.
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