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Energy remains my top sector for 2026, with structural underweighting in the S&P 500 and compelling long-term rotation potential. Oil market dynamics are complex: inventory drawdowns, geopolitical risks, and inflation sensitivity create both upside and macroeconomic hazards. My preferred energy picks—TPL, VNOM, CNQ, CVX, and WBI—offer high margins, inflation protection, and resilience across oil price scenarios.
Markets wobble heading into the Labor Day weekend as bond vigilantes push back against Washington, oil stays tense with Middle East strikes escalating, and Wall Street analysts make bold calls on names ranging from Broadcom to Moderna that could reshape your portfolio positioning.
Viper Energy (VNOM) reported earnings 30 days ago. What's next for the stock?
Viper Energy remains a Buy, with valuation reflecting a conservative market stance despite robust growth and recent accretive acquisitions. VNOM's Riverbend acquisition helps support its 15% annualized per-share production growth, supported by its outperformance and opportunistic buybacks. The base dividend was raised 32% to $2 per share, fully covered even below $30 WTI, with flexibility for further buybacks and disciplined M&A.
Investors looking for steady income can add dividend-paying energy stocks to their portfolios.
VNOM's Riverbend acquisition expands its Permian royalty footprint and lifts 2026 production guidance, while development activity stays elevated.
Viper Energy, Inc. has completed several acquisitions. The latest was Riverbend. Recent deals, including the Riverbend acquisition, were likely negotiated before the sharp rise in commodity prices. VNOM's acquisition-driven growth is well-timed for a 'higher for longer' commodity price environment.
Viper Energy NASDAQ: VNOM said steady development activity across its mineral and royalty acreage supported second-quarter execution and prompted the company to initiate third-quarter average production guidance implying roughly 4.5% growth from the second quarter.