Geopolitical tensions extend to energy markets as measures are put in place to prevent countries from buying oil from Russia due to the conflict with Ukraine. This move could disrupt oil supply chains and production, impacting oil prices. Investors are advised to consider energy sector stocks like Exxon Mobil, Chevron, and Transocean for potential upside.

Exxon Mobil’s recent EPS beat of $1.64, exceeding the expected $1.47, showcases its global resilience and scale. Trading at 85% of its 52-week high, Exxon offers room for growth as EPS often dictates stock price movement.

Chevron stock hits a trifecta with an EPS beat of $1.77 against the $1.58 expectation. Analysts are now revising valuations and ratings, with a consensus Hold and $164.1 price target. Some, like UBS Group analyst Josh Silverstein, see further upside potential to a new 52-week high of $186 per share.

Transocean, despite being the most volatile, offers potential growth and discount for investors due to its direct tie to oil prices. Forecasted to have a net EPS of eight cents for Q4 2025, this drilling equipment manufacturer presents an asymmetrical risk-to-reward setup that could send the stock flying.

Read more at Nasdaq: 3 Stocks to Consider as Tension Builds in Energy Markets