SOCSOCEnergy · Oil & Gas Drilling

SOC Stock Forecast: Sable Offshore Corp. Price Predictions for 2026-2027

Last close, 22 Sept 2026
$4.31
−0.46% on the day

The 3 Wall Street analysts covering Sable Offshore Corp. hold a median 12-month price target of $10 — +132.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 3 of 100 as at 21 Sept 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.

Market cap
$830.8M
Ticker Nerd rank
3 / 100
Median analyst target
$10
Analysts covering
3
Revenue$137.1M
Operating income−$66.9M
Net income−$64.2M
Free cash flow−$22.1M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−13.1%
1M
−15.5%
YTD
−52.2%
1Y
−81.7%
From 52W high
−82.4%
From 52W low
+39.9%
$3
$24
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

SOC stock analysis: one number for the whole business

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.

Where the model ranks itAs at 21 Sept 2026
3 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Size
47
Accruals
40
Volatility
33
Revisions
27
Growth
24
Quality
15
Issuance
10
Momentum
4
Value
3

Size (47): Smaller than most of the companies we track.

Value (3): The shares cost a lot relative to the profits and assets behind them.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

SOC stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on SOC, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$5$10$15$20$25Oct 25Jan 26Apr 26Jul 26SOCHigh $11Median $10Low $8

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

What Wall Street says3 analysts
3 Buy0 Hold0 Sell
Low $8Median $10High $11

The green dot is the last close — the median target sits +132.0% from it.

Recent analyst actionsNewest first
DateFirmActionRatingTarget
6 July 2026JefferiesMaintainsBuy$24$11
1 July 2026Roth CapitalMaintainsBuy$22$15
22 Apr 2026JefferiesMaintainsBuy
30 Mar 2026JefferiesMaintainsBuy
5 Mar 2026BenchmarkDowngradeHold
2 Jan 2026BenchmarkReiteratesBuy
11 Nov 2025JefferiesMaintainsBuy
11 Nov 2025Roth CapitalReiteratesBuy
4 Nov 2025BenchmarkMaintainsBuy
27 May 2025Roth CapitalMaintainsBuy
20 May 2025BenchmarkMaintainsBuy
13 May 2025BWS FinancialMaintainsSell
27 Mar 2025Roth MKMInitiatesBuy
18 Mar 2025BWS FinancialMaintainsSell
20 Feb 2025BenchmarkReiteratesBuy
27 Nov 2024BWS FinancialMaintainsSell
15 Nov 2024BWS FinancialMaintainsSell
8 Oct 2024BWS FinancialInitiatesSell
7 Oct 2024BenchmarkReiteratesBuy
24 Sept 2024BenchmarkMaintainsBuy

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. SOC appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

SOC vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 22 Sept 2026, Sable Offshore Corp. returned −81.7% against +17.2% for the S&P 500, dividends included.

SOC vs S&P 500, last 12 monthsTotal return, rebased to 100
20406080100120Oct 25Jan 26Apr 26Jul 26SOCS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

SOC analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
−589.2%
Analysts raising
0
Analysts cutting
1
Fundamentals

Sable Offshore Corp. (SOC) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
−1.0×

Cheaper than 82% of US stocks

Price / sales
6.1×

Cheaper than 20% of US stocks

Price / book
1.7×

Cheaper than 49% of US stocks

EV / EBITDA
−5.1×

Cheaper than 79% of US stocks

Growth & margins
Revenue growth (YoY)
10688.7%

Higher than 99% of US stocks

Earnings growth (YoY)
Gross margin
76.6%

Higher than 88% of US stocks

Operating margin
−48.8%

Higher than 17% of US stocks

Net margin
0.0%

Higher than 30% of US stocks

Returns & dividend
Return on equity
−103.2%

Higher than 13% of US stocks

Return on assets
−14.0%

Higher than 23% of US stocks

Dividend yield

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Sable Offshore Corp. (SOC) statistics: revenue, profit & scale

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 $830.8M and an enterprise value of $1.8B.

  • 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.

  • Shares outstanding: 154.5M.

  • Trailing P/E: −1.0×; forward P/E: 4.8× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Sable Offshore Corp. employs 200 people $692K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 22 Sept 2026

Data provided by Twelve Data

Peers

SOC vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelOil & Gas Drilling
CompanyMarket capTKN rank
SOCSable Offshore Corp.$830.8M
3
NBRNabors Industries Ltd.$1.2B
80
BORRBorr Drilling Ltd.$1.4B
9
SDRLSeadrill Ltd.$2.9B
42
HPHelmerich & Payne, Inc.$4.0B
55
PTENPatterson-UTI Energy, Inc.$4.3B
82
VALValaris Ltd.$5.7B
38

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 →

News

Latest SOC news & analysis

Sable Offshore Investigation Initiated: Kahn Swick & Foti, LLC Investigates the Officers and Directors of Sable Offshore Corp. - SOC

PRNewsWire · 12 Sept 2026negative

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.

Sable Offshore Investigation Initiated: Kahn Swick & Foti, LLC Investigates the Officers and Directors of Sable Offshore Corp. - SOC

Business Wire · 31 Aug 2026negative

Kahn Swick & Foti, LLC has announced it is investigating 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 involving the Center for Biological Diversity and the California Department of Forestry.

Why it matters — A formal investor investigation by a law firm into the company's officers and directors represents potential legal and reputational risk for SOC that shareholders would want to monitor.

Sable Offshore: Too Risky, Moving To Sell

Seeking Alpha · 12 Aug 2026negative

A Seeking Alpha contributor has revised its stance on Sable Offshore Corp. downward, citing a bearish outlook on crude oil and slower-than-expected production ramp in 2Q results, hampered by third-party midstream and downstream constraints outside the company's control. The analysis also notes the company's hedging covers only part of expected volumes, with collar ceilings capping upside and net realized prices potentially below $40 per barrel.

Why it matters — SOC watchers would care because the piece highlights external production constraints and hedging limitations that could weigh on near-term realized pricing and output expectations.

Sable Offshore Q2 Earnings Call Highlights

MarketBeat · 11 Aug 2026neutral

In its second-quarter 2026 investor update call, Sable Offshore outlined plans to restart Platform Hondo by the end of September, pursue a broader refinancing in 2027, and address near-term crude marketing constraints.

Why it matters — SOC watchers would care because the update details the company's near-term operational and financial strategy, including the timing of the Platform Hondo restart.

Sable Offshore Corp. (SOC) Q2 Earnings and Revenues Lag Estimates

Zacks Investment Research · 11 Aug 2026negative

Sable Offshore Corp. reported Q2 earnings of $0.05 per share, below the Zacks Consensus Estimate of $0.21 per share. This compares to a loss of $1.10 per share in the year-ago quarter.

Why it matters — The results show Sable Offshore beat its year-ago loss but fell short of analyst expectations, which is relevant to those tracking the company's earnings performance.

FAQ

Frequently asked questions about SOC stock

What is the SOC stock price forecast for 2026-2027?

The 3 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.

Is SOC stock a buy right now?

Of the 3 analysts covering Sable Offshore Corp., 3 rate it a Buy, 0 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Sable Offshore Corp. 3 out of 100 across roughly 4,600 US stocks as at 21 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank SOC?

As at 21 Sept 2026, Sable Offshore Corp. ranks 3 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 (47 of 100).

Will SOC stock go up?

No one can know that. What the data says: the median 12-month target from 3 analysts implies +132.0% from the last close, and Ticker Nerd's factor model ranks Sable Offshore Corp. 3 out of 100 as at 21 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the SOC stock forecast for 2030?

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.

How has SOC stock performed over the past year?

Sable Offshore Corp. returned -81.7% over the 12 months to 22 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Sable Offshore Corp. do?

Sable Offshore Corp. is an independent oil and gas company focused on offshore upstream operations in the United States.

What is the latest news on SOC?

The most recent item we track (PRNewsWire, 12 Sept 2026): "Sable Offshore Investigation Initiated: Kahn Swick & Foti, LLC Investigates the Officers and Directors of Sable Offshore Corp. - SOC". 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.

Company

About Sable Offshore Corp.

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