As the US–Iran clash intensifies, investors are scrambling to protect portfolios and even profit from markets reshaped by the conflict.
The confirmation Sunday by Iranian state media of Supreme Leader Ayatollah Ali Khamenei’s death in US–Israeli strikes has sent shockwaves through global markets, amplifying rotations into energy, defence, and infrastructure/energy‑transition names that can see stronger cash flows, steadier demand or accelerated policy support.
Crude oil prices, already near seven‑month highs due to US–Iran tensions, could spike by $10 or more, according to various estimates.
Prior conflicts that have threatened oil supplies have led to near‑term rallies in shares of energy producers, while also boosting defence stocks.
Where to invest amid the uncertainty? Here are some of the best stocks to buy:
BP plc (BP)
The UK‑based integrated energy giant spans oil and gas production, trading, refining, biofuels, wind, solar, EV charging and decarbonization via hydrogen and carbon capture.
Its global convenience network sells fuels, lubricants and retail products, providing a buffer against upstream volatility.
With Brent crude near seven‑month highs and potential $10 spikes from Iran disruptions, BP’s trading desk and refining margins stand to widen significantly.
The stock yields over 5% (trailing 12‑month payout around $0.28/share), supported by $2.5 billion in Q4 buybacks and a progressive dividend policy with 4% annual growth guidance.
Analysts at Fidelity and DividendMax highlight its resilience, with recent ex‑dividend dates reinforcing appeal for income investors.
Shares have lagged mega‑caps but trade at a forward P/E under 9x, offering value in a war‑premium environment.
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Chord Energy Corp. (CHRD)
This Williston Basin specialist targets the Middle Bakken and Three Forks with 9,011 gross productive wells (4,174 net), averaging 232,737 boe/d output.
It sells crude, NGLs and gas via pipelines and rail, giving direct exposure to WTI rallies without heavy infrastructure drag. OPEC+ output debates and Hormuz tanker halts could squeeze supplies, lifting prices and free cash flow for this lean operator.
Chord yields ~4.9–5% (quarterly $1.51/share recently), with variable specials and aggressive buybacks; it returned $1.2 billion to shareholders in 2025.
Koyfin and Simply Wall St. note its robust payout growth (over 20% CAGR) and low debt, with forward P/E ~6x making it a high‑conviction buy for cyclical upside.
The stock has outperformed peers YTD amid shale discipline.
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Eos Energy Enterprises Inc. (EOSE)
The US‑based grid‑scale battery maker has seen extreme volatility: its shares dropped sharply after fourth‑quarter results and softer‑than‑expected 2026 guidance, despite a 700% year‑over‑year revenue surge and record quarterly sales.
Eos exited 2025 with about 2 GWh of annualised production capacity and secured over $240 million of bookings, backed by more than $600 million in cash.
The market is punishing ongoing losses and execution risk, but if Western governments double down on domestic storage and grid resilience in response to war‑driven energy shocks, order growth could accelerate from here.
Investors should view Eos as a high‑beta, long‑duration bet on energy security rather than a defensive war stock. Position sizing and time horizon are critical.
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Lockheed Martin Corp. (LMT)
The world’s largest pure‑play defence contractor has surged on the back of landmark deals like its $9.8 billion contract for 1,970 Patriot Advanced Capability‑3 (PAC‑3) Missile Segment Enhancement interceptors — the largest in Lockheed’s Missiles and Fire Control history.
Iran’s hypersonic and ballistic missile advancements have accelerated demand for integrated air and missile defence systems like Patriot, PAC‑3 and THAAD, directly feeding Lockheed’s order book.
The stock has risen significantly since the June Iran strike, with analysts from J.P. Morgan and others maintaining overweight ratings and price targets around $200–$500, citing resilience across nuclear modernisation and missile programs.
Shares offer a dividend yield near 1.5% with growth potential as global rearmament accelerates.
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Northrop Grumman Corp. (NOC)
Positioned at the heart of US nuclear modernisation and space‑based missile defence, Northrop Grumman leads on the B‑21 Raider stealth bomber and Sentinel intercontinental ballistic missile programs.
These align directly with Pentagon priorities amid rising threats from Iran and its proxies.
The company’s Defense Systems and Mission Systems segments deliver battle management, airborne sensors and intelligence solutions, with potential for major 2026 awards on B‑21, F/A‑XX and Golden Dome projects.
Morgan Stanley rates it overweight with a $408 price target (shares recently around $347–$278), highlighting expanding backlogs and a 1.5% dividend yield. Northrop has outperformed the S&P 500, up over 33% in the past year, as geopolitical strains drive spending.
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War‑time markets can be treacherous: policy surprises, sanctions and sudden de‑escalations can all reverse trades quickly.
But for investors eyeing where to invest in times of volatility, high‑quality energy majors, and select energy‑transition enablers offer a starting shortlist for navigating the US–Iran crisis.
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