We recently published a list of Why These 15 Oil & Gas Stocks Are Skyrocketing So Far In 2025. In this article, we are going to take a look at where USA Compression Partners, LP (NYSE:USAC) stands against other oil & gas stocks that are skyrocketing so far in 2025.
The oil & gas sector has been quite bullish over the past few months as Trump won the election. Some stocks have gained significantly after he entered office.
The Stargate announcement has also driven bullish sentiment as the AI data center expansion will drive significant energy demand. They require 24/7 reliable energy sources and data centers alone are expected to consume 500 Twh globally in 2025. This is up 11% from 2024.
Plus, cold U.S. winters and European export demand have lifted natural gas prices from historic lows, and LNG companies have been gaining traction as global gas trade expands.
Trump’s executive orders have also reversed clean energy mandates, so many investors see this as a good sign that things will go well for oil & gas stocks for the next four years. It’s worth looking into the ones that have gained the most, as these companies are the ones spearheading the sector.
For this article, I screened the top-performing oil & gas stocks year-to-date. Stocks that I have covered recently will be excluded from this list.
I will also mention the number of hedge fund investors in these stocks. Why are we interested in the stocks that hedge funds invest in? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points. (see more details here).
Number of Hedge Fund Holders In Q3 2024: 2
USA Compression Partners, LP (NYSE:USAC) is a natural gas compression company and has operated as a master limited partnership since its IPO.
The stock is up significantly so far in 2025 due to solid financial performance and natural gas tailwinds. Q3 2024 revenue grew 10.5% year-over-year to $240 million and adjusted EBITDA grew 7% year-over-year to $145.7 million. Full-year guidance was raised to $565 million to $585 million.
Moreover, U.S. LNG capacity is projected to rise from 15 Bcf/d to 44 Bcf/d by 2030. This should boost compression services. Gas output is also expected to increase from oil-focused basins like the Permian to drive infrastructure needs.
The consensus price target of $25 implies 4.32% downside.
The stock is up 11.51% year-to-date.
Overall, USAC ranks 13th on our list of oil & gas stocks that are skyrocketing so far in 2025. While we acknowledge the potential of USAC as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than USAC but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and Complete List of 59 AI Companies Under $2 Billion in Market Cap
Disclosure: None. This article is originally published at Insider Monkey.
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