SOCEnergy · Oil & Gas DrillingThe 7 Wall Street analysts covering Sable Offshore Corp. hold a median 12-month price target of $10 — +405.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 4 of 100 as at 4 Nov 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Sable Offshore Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Size (57): Smaller than most of the companies we track.
Volatility (2): The share price moves around a lot.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on SOC, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +405.1% from it.
Of the 20 most recent actions, 0 moved their price target up and 3 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 5 Oct 2026 | William Blair | Initiates | Outperform | — |
| 2 Oct 2026 | JP Morgan | Initiates | Overweight | $10 |
| 30 Sept 2026 | Roth Capital | Maintains | Buy | $11 → $10 |
| 6 July 2026 | Jefferies | Maintains | Buy | — |
| 6 July 2026 | Jefferies | Maintains | Buy | $24 → $11 |
| 1 July 2026 | Roth Capital | Maintains | Buy | — |
| 1 July 2026 | Roth Capital | Maintains | Buy | $22 → $15 |
| 22 Apr 2026 | Jefferies | Maintains | Buy | — |
| 30 Mar 2026 | Jefferies | Maintains | Buy | — |
| 5 Mar 2026 | Benchmark | Downgrade | Hold | — |
| 2 Jan 2026 | Benchmark | Reiterates | Buy | — |
| 11 Nov 2025 | Jefferies | Maintains | Buy | — |
| 11 Nov 2025 | Roth Capital | Reiterates | Buy | — |
| 4 Nov 2025 | Benchmark | Maintains | Buy | — |
| 27 May 2025 | Roth Capital | Maintains | Buy | — |
| 20 May 2025 | Benchmark | Maintains | Buy | — |
| 13 May 2025 | BWS Financial | Maintains | Sell | — |
| 27 Mar 2025 | Roth MKM | Initiates | Buy | — |
| 18 Mar 2025 | BWS Financial | Maintains | Sell | — |
| 20 Feb 2025 | Benchmark | Reiterates | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
SOC appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, Sable Offshore Corp. returned −66.4% against +14.8% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 81% of US stocks
Cheaper than 35% of US stocks
Cheaper than 71% of US stocks
Cheaper than 79% of US stocks
Higher than 99% of US stocks
Higher than 88% of US stocks
Higher than 17% of US stocks
Higher than 30% of US stocks
Higher than 13% of US stocks
Higher than 23% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Sable Offshore Corp. has a market value of $475.8M and an enterprise value of $1.4B.
Revenue in the twelve months to 30 June 2026: $138.4M. The latest quarter grew 10688.7% year on year.
Net income over the same four quarters: −$433.8M, a −313.4% net margin.
Free cash flow in the twelve months to 30 June 2026: −$558.8M, after $277.2M of capital spending.
Trailing P/E: −0.6×; forward P/E: 1.6× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Sable Offshore Corp. employs 200 people — $692K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Sable Offshore Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Sable Offshore Corp. announced the date for its third-quarter 2026 earnings release and conference call.
Why it matters — The announcement provides SOC watchers with information about when the company will share quarterly results and discuss them on a call.
The article highlights stock picks from highly rated analysts and notes that U.S. stocks settled mixed on Wednesday, with the Dow Jones falling more than 400 points after the release of PCE inflation data.
Why it matters — A SOC watcher would care because broad market moves tied to inflation data can influence investor sentiment across energy and offshore stocks like Sable Offshore Corp.
Sable Offshore Corp. issued a business-wire announcement from Houston providing an operational update. The release carries the headline "Sable Offshore Corp. Provides Operational Update" but contains no further specifics in the available text.
Why it matters — An operational update from Sable Offshore Corp. is a signal to watchers that the company is communicating progress or changes in its operations.
Kahn Swick & Foti, LLC has announced it has commenced an investigation into the officers and directors of Sable Offshore Corp. The investigation follows the Company's June 4, 2025 disclosure that a Santa Barbara County Superior Court Judge granted ex parte requests from plaintiffs in a case titled Center for Biological Diversity, et al. v. California Department of Forestry and Fire Protection.
Why it matters — A formal law firm investigation into the company's officers and directors, tied to a recent adverse court ruling, signals heightened legal and regulatory scrutiny that SOC watchers would want to monitor.
Kahn Swick & Foti, LLC has initiated an investigation into the officers and directors of Sable Offshore Corp. The announcement was made by former Louisiana Attorney General Charles C. Foti and reported via PRNewswire on September 11, 2026.
Why it matters — SOC watchers would care because the investigation could signal potential legal or governance concerns regarding the company's leadership.
The 7 Wall Street analysts covering Sable Offshore Corp. have a median 12-month price target of $10, with estimates ranging from $8 to $11. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 7 analysts covering Sable Offshore Corp., 6 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Sable Offshore Corp. 4 out of 100 across roughly 4,600 US stocks as at 4 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 4 Nov 2026, Sable Offshore Corp. ranks 4 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Size (57 of 100).
No one can know that. What the data says: the median 12-month target from 7 analysts implies +405.1% from the last close, and Ticker Nerd's factor model ranks Sable Offshore Corp. 4 out of 100 as at 4 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Sable Offshore Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for SOC are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $8 to $11 over the next 12 months.
Sable Offshore Corp. returned -66.4% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
Sable Offshore Corp. is an independent oil and gas company focused on offshore upstream operations in the United States.
The most recent item we track (Business Wire, 26 Oct 2026): "Sable Offshore Corp. Announces Third Quarter 2026 Earnings Release Date and Conference Call". Sable Offshore Corp. announced the date for its third-quarter 2026 earnings release and conference call.
Sable Offshore Corp. is an independent oil and gas company focused on offshore upstream operations in the United States. Sable Offshore Corp. develops and operates the Santa Ynez Unit in federal waters offshore California, supported by three offshore platforms, subsea pipelines, and onshore processing facilities in Santa Barbara County. The company’s asset base includes multiple federal leases and production infrastructure designed to handle crude oil, natural gas, and produced water. Its business is centered on extracting hydrocarbons from offshore fields and moving them through integrated processing and transport systems. Headquartered in Houston, Texas, Sable Offshore Corp. plays a specialized role in the energy market by concentrating on a single geographic operating area with a tightly connected production and midstream network.
CEO Mr. James C. Flores · 200 employees · United States · https://www.sableoffshore.com
