247Wallst·2026-02-13 13:13Core Viewpoint - Goldman Sachs is optimistic about the energy sector, highlighting ten top stocks that offer dividends and significant growth potential, as energy stocks have outperformed the S&P 500 in 2026 due to favorable market conditions [1]. Energy Sector Performance - Energy stocks have surged in 2026, with the XLE index up 23% compared to the S&P 500's 1% increase, driven by high oil prices around $70 per barrel, recovering demand from Asia, and geopolitical tensions [1]. - Goldman Sachs anticipates continued strong performance in the energy sector, with an average total return of approximately 19% for their top picks [1]. Key Stock Recommendations - Cheniere Energy (LNG): Leading U.S. LNG exporter with a 0.94% dividend, positioned for growth in domestic and international markets. Goldman Sachs targets a price of $275, indicating a 25% potential gain [1]. - EQT Corp (EQT): One of the largest U.S. natural gas producers with a 1.14% dividend, focused on low-cost production in the Appalachian Basin. Goldman Sachs sets a price target of $66, suggesting a 16% upside [2]. - Golar LNG (GLNG): Newly added to the Conviction List, offering a 2.26% dividend. Goldman Sachs has a target price of $56, representing a 27% potential gain [2]. - Viper Energy (VNOM): Focused on mineral and royalty interests in the Permian Basin, with a 5.39% dividend yield. Goldman Sachs targets a price of $54, indicating a 23% upside [2]. - Vistra Corp (VST): An integrated electricity and power generation company with a 0.56% dividend, expected to support data centers and cloud computing. Goldman Sachs sets a price target of $205, representing a 28% potential gain [2].