Energy Stocks Rally as Analysts Favor FANG, CHRD Over SEI

Energy stocks have gained 37.1% over the six months ended May 15, 2026, outpacing the S&P 500 by 29.1 percentage points, as lower interest rates and rising power demand tied to AI infrastructure supported capital spending. StockStory highlighted Diamondback Energy (NASDAQ:FANG) and Chord Energy (NASDAQ:CHRD) as preferred energy names, while taking a cautious view on Solaris Energy Infrastructure (NYSE:SEI). Diamondback, a Permian Basin oil and gas producer, traded at $197.03 with a $55.18 billion market value and a 9.5 times forward P/E ratio. Chord Energy, focused on crude oil, natural gas liquids and natural gas production in North Dakota’s Williston Basin, traded at $140.10, valuing the company at $7.89 billion and 7.6 times forward earnings. Solaris Energy Infrastructure, which expanded into distributed power through its 2024 acquisition of Mobile Energy Rentals, traded at $76.80 with a $4.36 billion market cap and a 55.3 times forward P/E ratio.