Goldman Sachs recently released its 'Ten Buys' list, focusing on energy and power stocks that present compelling investment opportunities. Among these, Kodiak Gas Services and The Williams Cos are noted for their roles in powering data centers and their attractive dividend yields, which exceed the S&P 500's current yield of 1.04%.
Kodiak, which provides natural gas compression services, is projected to achieve approximately 15% EBITDA growth through 2030, bolstered by its expansion into behind-the-meter power generation. Goldman Sachs has set a price target of $89 for Kodiak, indicating a potential upside of over 36% from its recent closing price.
Meanwhile, The Williams Cos is recognized for its diversification into behind-the-meter projects, with Goldman suggesting that the market may be underestimating its future growth potential. The firm has set a price target of $82 for Williams, suggesting nearly 12% upside.
Both companies have received strong buy ratings from analysts, reflecting confidence in their growth trajectories and dividend offerings. Other dividend-paying stocks included in Goldman's list are Expro Group Holdings, Marathon Petroleum, and ConocoPhillips, each providing attractive yields for investors looking for income in the energy sector