Sable Offshore Corp.

Sable Offshore Corp.

SOC·NYSE

$13.24

-2.4%
EnergyOil & Gas Drilling

Sable Offshore Corp. engages in the oil and gas exploration and development activities in the United States. It operates through three platforms located offshore California and an onshore processing facility comprised of 16 federal leases across approximately 76,000 acres. The company was formerly known as Flame Acquisition Corp. and changed its name to Sable Offshore Corp. in February 2024. Sable Offshore Corp. was incorporated in 2020 and is based in Houston, Texas.

At a Glance

Live Snapshot
Market Cap$1.32B
EPS-4.1800
P/E Ratio-3.17
Earnings Date08/11/2026
soc

Sable Offshore Corp. Street Expectations Map

SOC · NYSE

Wall Street analysts project that SOC stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 25.00, with estimates ranging from a low of 22.00 to a high of 28.00.

Lowest Target
22.00
66.16%
Consensus Target
25.00
88.82%
Highest Target
28.00
111.48%

The consensus 1-year price target stands at 25.00, with estimates ranging from a low of 22.00 to a high of 28.00.

Analyst Consensus Analysis

Upside Potential

+88.8%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

24.0% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

soc

Sable Offshore Corp. Forward Estimates of Revenue

SOC · NYSE
Latest Revenue
0.00
FY 2025
Avg Estimate
123.50M
FY 2026
Estimate Range
123.50M - 123.50M
Analyst Spread

Forward Growth Analysis

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

soc

Sable Offshore Corp. Forward Estimates of Net Income

SOC · NYSE
Latest Net Income
-410.16M
FY 2025
Avg Estimate
-154.78M
FY 2026
Estimate Range
-210.73M - -98.83M
Analyst Spread

Forward Growth Analysis

Projected Growth+62.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread72%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

soc

Sable Offshore Corp. Forward Estimates of EPS

SOC · NYSE
Latest EPS
-4.18
FY 2025
Avg Estimate
$-1.74
FY 2026
Estimate Range
$-2.36 - $-1.11
Analyst Spread

Forward Growth Analysis

Projected Growth+58.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread72%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

soc

Sable Offshore Corp. Forward Estimates of EBIT

SOC · NYSE
Latest EBIT
-310.25M
FY 2025
Avg Estimate
0.00
FY 2026
Estimate Range
0.00 - 0.00
Analyst Spread

Forward Growth Analysis

Projected Growth+100.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

soc

Sable Offshore Corp. Forward Estimates of EBITDA

SOC · NYSE
Latest EBITDA
-297.36M
FY 2025
Avg Estimate
0.00
FY 2026
Estimate Range
0.00 - 0.00
Analyst Spread

Forward Growth Analysis

Projected Growth+100.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

soc

Sable Offshore Corp. Forward Estimates of SG&A Expense

SOC · NYSE
Latest SG&A Expense
176.20M
FY 2025
Avg Estimate
0.00
FY 2026
Estimate Range
0.00 - 0.00
Analyst Spread

Forward Growth Analysis

Projected Growth-100.0%

Significant contraction projected—major business challenges or industry disruption likely.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

OutlookCautious

Analyst skepticism evident—carefully evaluate risks before investment decisions.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

soc

Sable Offshore Corp. Insider Positioning

SOC · NYSE

During the last 12 months, insiders have sold $19.09M worth of SOC shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

1.2M

19.09M

Net Activity

-19.1M

-$19.09M

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

1
DA

Duenner Anthony

Officer: See Remarks

359.1K shares•3 transactions

$5.73M

2
PGD

Patrinely Gregory D.

Officer: Evp, Cfo

359.1K shares•3 transactions

$5.73M

3
FJC

Flores James Caldwell

Officer: President, Coo

359.1K shares•3 transactions

$5.73M

4
FJC

Flores James C

Director, 10 Percent Owner, Officer: Chairman & Ceo

140.1K shares•2 transactions

$1.88M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $19.09M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$19.09M

Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.

Insider Participation

High Selling

4 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.