Oil Prices Tumbled on Iran De-Escalation Hopes – J.P. Morgan Says These 2 Oil Stocks Still Make Sense

It’s been conscionable implicit 3 weeks since the latest escalation successful the Middle East, and lipid has reacted predictably. WTI crude prices person jumped implicit 40% since February 26 arsenic tensions ramped up.

• Unlock hedge fund-level information and almighty investing tools for smarter, sharper decisions

• Stay up of the marketplace with the latest quality and investigation and maximize your portfolio's potential

But present the communicative mightiness beryllium starting to turn. Comments from President Trump hinting that the warring could easiness sooner than expected sent lipid sharply lower, with WTI dropping arsenic overmuch arsenic astir 17% astatine 1 constituent during Monday’s session.

A faster way to de-escalation could easiness the daze rippling done planetary lipid markets. That result remains uncertain, but traders are opening to measurement a script wherever the struggle cools alternatively than escalates.

In the meantime, J.P. Morgan is leaning into the opportunity. The steadfast sees meaningful upside successful 2 lipid stocks that could fortify a portfolio. We took it a measurement further, utilizing TipRanks information to cheque however those ideas stack up against the broader Street view. Let’s dive in.

Crescent Energy Company (CRGY)

First up, Crescent Energy is an lipid and state exploration and accumulation institution operating successful Texas and Utah. In Texas, the institution holds productive assets successful the affluent Permian Basin and Eagle Ford formations; successful Utah, Crescent is simply a top-3 shaper successful the Uinta Basin. Crescent holds 865,000 acres successful its Texas positions, and 140,000 successful Utah. The institution has astir 976 MMboe successful proved reserves, and is guiding toward accumulation of 328 Mboe/d by year-end 2026.

Crescent has, successful caller months, been moving to some grow and streamline its operations. In December of 2025, the institution completed an important acquisition – buying Vital Energy successful an all-stock merger woody that was completed connected December 15. The transaction was valued astatine astir $3.1 billion. Also successful December, the institution completed a non-core plus divestiture, selling non-operating DJ Basin assets to a backstage purchaser for $90 cardinal successful cash. In 2025, Crescent executed much than $900 cardinal successful divestiture agreements.

Also of involvement to investors, Crescent pays retired a dividend. The institution has been paying retired its dividend since 2022, and has not missed a quarterly distribution. In the past declaration, connected February 25, the institution acceptable a 12-cent outgo per communal share, to beryllium paid connected March 25. At the annualized complaint of $0.48 per communal share, the existent dividend gives a guardant output of 3.8%.

Turning to the company’s results, we find that Crescent generated $865 cardinal successful full gross during 4Q25, the past play reported. Of this, $554.3 cardinal came from crude oil, and $182.6 cardinal came from earthy gas. Natural state liquids and ‘other’ operations accounted for the remainder. Revenue was down conscionable implicit 1% year-over-year, and it missed the forecast by $18.3 million. At the bottommost line, Crescent realized non-GAAP net of 49 cents per share; this fig was 16 cents per stock amended than had been expected. Along with those results, Crescent saw a leveraged escaped currency travel of $856 cardinal for 2025; of that total, $239.2 cardinal was generated during Q4.