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Sable Offshore Corp. (SOC)

Energy | Oil & Gas Drilling | Houston, United States | NYSE
4.49 USD -0.17 (-3.648%) ⇩ (Aug. 28, 2026, 4 p.m. EDT)
After hours: 4.64 +0.15 (3.265%) ⇧ (Aug. 28, 2026, 7:51 p.m. EDT)

Short-term:★★⯪☆☆Long-term:★★⯪☆☆Dividends:☆☆☆☆☆
Hot Take | Aug. 22, 2026, 5:39 a.m. EDT

The investment case for Sable Offshore is currently paralyzed by a severe liquidity and solvency crisis that outweighs any potential catalysts. While the company boasts a spectacular four-year price trajectory of nearly 200%, driven by a massive spike in 2025, the underlying fundamentals have completely deteriorated. The stock is trading at a forward P/E of roughly 9x despite reporting negative earnings and negative free cash flow, while the balance sheet is dangerously impaired with a debt-to-equity ratio of 250% and a current ratio of just 0.24. This indicates the company is burning through cash and relies entirely on external financing to survive. The recent news cycle confirms this fragility: the stock plunged on costly refinancing efforts and a reduction in planned loans, signaling that capital markets are unwilling to fund the company at current terms. The 'strong buy' analyst ratings appear to be a relic of the previous year's rally and ignore the immediate threat of insolvency. Short-term, the options market is screaming volatility, betting on a binary resolution to the pipeline litigation or refinancing drama. However, this is a speculative gamble on survival, not an investment in growth. With no dividends to provide income and a balance sheet that is effectively underwater, the long-term outlook remains neutral-to-bearish until the debt structure is fundamentally resolved. The recent price bounce is likely a relief rally following the dismissal of a legal challenge, but the path of least resistance remains the struggle to raise capital in a hostile environment.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoTheta ✓0.775602
AutoETS0.776830
MSTL0.779288
AutoARIMA0.824661

Forecast horizon: 45 days | Selected: AutoTheta

Forecast Reliability
Score 29%
H-stat 24.88
Ljung-Box p 0.000
Jarque-Bera p 0.065
Excess Kurtosis -1.43
Attribute Value
Sector Energy
Debt to Equity Ratio 250.008
Revenue per Share 1.077
Market Cap 861,494,336
Forward P/E 7.88
Beta -0.14
Previous Name Flame Acquisition Corp.
Website https://www.sableoffshore.com

As of Aug. 22, 2026, 5:39 a.m. EDT: Speculators are positioning for extreme volatility rather than a specific directional outcome. There is massive open interest in deep out-of-the-money calls (strikes 12.0, 15.0) and deep out-of-the-money puts (strikes 2.0, 23.0), creating a 'straddle' environment where traders bet on a binary event like a court ruling or refinancing success/failure. The implied volatility is significantly elevated for these far legs compared to the at-the-money strikes, indicating the market expects a massive gap up or down, but the heavy volume in both sides suggests uncertainty about which way the gap will occur.


Info Dump

Attribute Value
52 Week Change -0.79809356
Address1 845 Texas Avenue
Address2 Suite 2920
All Time High 35.0
All Time Low 2.88
Ask 4.55
Ask Size 7,800
Audit Risk 9
Average Analyst Rating 1.0 - Strong Buy
Average Daily Volume10 Day 11,601,560
Average Daily Volume3 Month 11,164,432
Average Volume 11,164,432
Average Volume10Days 11,601,560
Beta -0.142
Bid 4.5
Bid Size 4,900
Board Risk 9
Book Value 2.806
City Houston
Compensation As Of Epoch Date 1,767,139,200
Compensation Risk 10
Country United States
Crypto Tradeable 0
Currency USD
Current Price 4.49
Current Ratio 0.24
Custom Price Alert Confidence HIGH
Date Short Interest 1,786,665,600
Day High 4.7199
Day Low 4.495
Debt To Equity 250.008
Display Name Sable Offshore
Earnings Call Timestamp End 1,786,460,400
Earnings Call Timestamp Start 1,786,460,400
Earnings Timestamp End 1,794,254,400
Earnings Timestamp Start 1,794,254,400
Ebitda -353,752,000
Ebitda Margins -2.5560899
Enterprise To Ebitda -5.166
Enterprise To Revenue 13.204
Enterprise Value 1,827,428,352
Eps Current Year -2.18
Eps Forward 0.57
Eps Trailing Twelve Months -3.12
Esg Populated 0
Exchange NYQ
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 5.0898
Fifty Day Average Change -0.5998001
Fifty Day Average Change Percent -0.11784355
Fifty Two Week Change Percent -79.80936
Fifty Two Week High 26.362
Fifty Two Week High Change -21.872
Fifty Two Week High Change Percent -0.8296791
Fifty Two Week Low 2.88
Fifty Two Week Low Change 1.6099997
Fifty Two Week Low Change Percent 0.5590276
Fifty Two Week Range 2.88 - 26.362
Financial Currency USD
First Trade Date Milliseconds 1,618,839,000,000
Float Shares 137,033,248
Forward Eps 0.57
Forward P E 7.8771925
Free Cashflow -493,651,136
Full Exchange Name NYSE
Full Time Employees 200
Fullday Change -0.17
Fullday Change Percent -3.64807
Fullday Price 4.6366
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,785,542,400
Gross Margins -1.2823199
Gross Profits -177,468,000
Has Pre Post Market Data 1
Held Percent Insiders 0.11125
Held Percent Institutions 0.91788
Implied Shares Outstanding 191,869,572
Industry Oil & Gas Drilling
Industry Disp Oil & Gas Drilling
Industry Key oil-gas-drilling
Is Earnings Date Estimate 0
Language en-US
Last Fiscal Year End 1,767,139,200
Long Business Summary Sable Offshore Corp. operates as an independent oil and gas company in the United States. The company operates through three platforms located in federal waters offshore California. It also owns and operates 16 federal leases across approximately 76,000 acres, as well as subsea pipelines that transports crude oil, natural gas, and produced water from the platforms to the onshore processing facilities. 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 headquartered in Houston, Texas.
Long Name Sable Offshore Corp.
Market us_market
Market Cap 861,494,336
Market State CLOSED
Max Age 86,400
Message Board Id finmb_703620678
Most Recent Quarter 1,782,777,600
Name Change Date 2,026-08-28
Net Income To Common -433,793,984
Next Fiscal Year End 1,798,675,200
Non Diluted Market Cap 894,112,205
Number Of Analyst Opinions 3
Open 4.55
Operating Cashflow -281,560,992
Operating Margins -0.48783
Overall Risk 10
Payout Ratio 0.0
Phone 713 579 6161
Post Market Change 0.14660025
Post Market Change Percent 3.265039
Post Market Price 4.6366
Post Market Time 1,787,961,085
Prev Name Flame Acquisition Corp.
Previous Close 4.66
Price Eps Current Year -2.0596328
Price Hint 4
Price To Book 1.6001425
Price To Sales Trailing12 Months 6.22485
Profit Margins 0.0
Quick Ratio 0.161
Quote Source Name Delayed Quote
Quote Type EQUITY
Recommendation Key strong_buy
Recommendation Mean 1.0
Region US
Regular Market Change -0.17
Regular Market Change Percent -3.64807
Regular Market Day High 4.7199
Regular Market Day Low 4.49
Regular Market Day Range 4.49 - 4.7199
Regular Market Open 4.55
Regular Market Previous Close 4.66
Regular Market Price 4.49
Regular Market Time 1,787,947,202
Regular Market Volume 5,680,414
Return On Assets -0.14023
Return On Equity -1.03207
Revenue Per Share 1.077
Sand P52 Week Change 0.20504117
Sector Energy
Sector Disp Energy
Sector Key energy
Share Holder Rights Risk 8
Shares Outstanding 191,869,572
Shares Percent Shares Out 0.2409
Shares Short 46,216,431
Shares Short Previous Month Date 1,784,073,600
Shares Short Prior Month 45,084,598
Short Name Sable Offshore Corp.
Short Percent Of Float 0.3078
Short Ratio 5.87
Source Interval 15
State TX
Symbol SOC
Target High Price 11.0
Target Low Price 9.0
Target Mean Price 10.33333
Target Median Price 11.0
Total Cash 21,599,000
Total Cash Per Share 0.113
Total Debt 987,532,992
Total Revenue 138,396,000
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing Eps -3.12
Trailing Peg Ratio None
Triggerable 1
Two Hundred Day Average 9.51755
Two Hundred Day Average Change -5.0275507
Two Hundred Day Average Change Percent -0.52823997
Type Disp Equity
Volume 5,680,414
Website https://www.sableoffshore.com
Zip 77,002