Key Points
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Kosmos Energy leads with 147.25% YTD gains after extending major offshore drilling licenses with Ghana.
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Bloom Energy surged 84.46% on record earnings driven by data center demand for clean onsite power.
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Executive orders to quadruple U.S. nuclear capacity boosted Uranium Energy 36.73% year to date.
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Energy investors have spent years learning to live with whiplash, but 2025 tested even the most patient bulls. Oil prices swung wildly last year. Year to date, oil is up 15.65%. But prices are down 6.24% if we look at the last 12 months.
However, not all oil stocks have traded sideways or swung along with the volatility. The energy sector today has moved beyond oil, with nuclear energy being among the trendiest names due to its use cases for AI data centers. Moreover, some energy stocks have managed to buck the trend and outperform significantly.
Here are the top 10 energy stocks year-to-date.
#10 Uranium Energy Corp. (UEC)
Uranium Energy Corp is America’s largest uranium producer. It has in-situ recovery mining projects in Wyoming and Texas and is expanding into processing. Why UEC stock is up 36.73% YTD: Rising uranium prices, U.S. policy support like strategic reserves and executive orders to quadruple nuclear capacity, plus a strong balance sheet with no debt. Comparatively, the S&P 500 was down 0.11% for the same period.
The company’s market cap is $7.72 billion. UEC shares are at $15.97.
#9 Scorpio Tankers, Inc. (STNG)
With a large fleet of ocean tankers, Scorpio transports crude oil and refined petroleum products worldwide. The stock is up 41.26% YTD. Analysts are mostly bullish on the stock, with fourth quarter earnings exceeding Wall Street expectations.
Scorpio’s market cap is $3.717 billion, and shares currently cost $71.80.
#8 Calumet, Inc. (CLMT)
With a year-to-date return of 45.95% (as of Feb. 23), Calumet is having a great year. The company manufactures specialty hydrocarbon products, solvents, fuels, and other products.
Calumet stock is jumping thanks to its focus on cleaner, high-value fuels from petroleum and renewable feedstocks. The company’s Montana Renewables division turns “renewable feedstocks (such as seed oils, used cooking oil, and tallow) into low-emission sustainable alternatives that directly replace fossil fuel products,” according to its corporate website.
Calumet has a market cap of $2.516 billion. Shares are priced at $29.
#7 Transocean Ltd. (RIG)
This Swiss company provides offshore contract drilling services for oil and gas wells. Its stock rose 54.72% YTD. RIG recently hit a 52-week high of $6.96, with shares currently trading at $6.39. Transoceanic has benefited from rising oil prices and increased demand for offshore drilling services.
The company has a market cap of $7.04 billion.
#6 Noble Corp. PLC (NE)
Noble is an offshore drilling company based in Houston, with stock jumping 60.27% YTD. Despite missing earnings expectation for the fourth quarter, Noble reported strong revenues and substantial new contracts.
NE has a market cap of $7.205 billion. Shares cost $45.26.
#5 National Energy Services Reunited Corp. (NESR)
Houston-based National Energy provides oilfield services in the Middle East and North Africa. NESR is up 66.35% YTD and also recently hit a 52-week high, at $26.07, which is close to the current price.
With a market cap of $2.625 billion, NESR is soaring thanks to strong Q4 earnings and new contracts in Saudi Arabia.
#4 Texas Pacific Land Corp. (TPL)
This Dallas corporation is flying after record Q4 earnings. TPL is up 75.07% YTD, with shares currently priced at $502.85. The company is a huge land owner in the Permian Basin, securing mineral and water royalties. Analysts believe the company will benefit by leasing land to new data centers.
TPL has a market cap of $34.666 billion.
#3 Bloom Energy Corp. (BE)
Bloom Energy is popping in 2026, up 84.46% YTD. The San Jose, Calif.-based company makes solid oxide fuel cell systems that provide scalable onsite electricity to corporations. Analysts like the company’s record earnings, powered by demand for clean energy from data centers.
Bloom Energy’s market cap is $44.966 billion. Shares were at $160.28 on Feb. 23.
#2 Valaris Limited (VAL)
Valaris provides offshore drilling services internationally. VAL stock is up 89.68% YTD. Shares are priced at $95.45. Q4 earnings and revenues topped analyst projections.
The company’s market cap is $6.647 billion.
#1 Kosmos Energy Ltd. (KOS)
The best performing energy stock year to date is Kosmos, a deepwater exploration and production company. The stock is soaring (up 147.25% YTD) thanks to the recent extension of huge licenses with Ghana for offshore drilling.
KOS shares cost $2.23. The company has a relatively small market cap of $1.076 billion.
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