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Sable Offshore Corp. (SOC)

Energy | Oil & Gas Drilling | Houston, United States | NYSE
4.43 USD +0.51 (13.010%) ⇧ (July 13, 2026, 4 p.m. EDT)
After hours: 4.45 +0.02 (0.400%) ⇧ (July 13, 2026, 7:59 p.m. EDT)

Short-term:★☆☆☆☆Long-term:⯪☆☆☆☆Dividends:☆☆☆☆☆
Hot Take | July 11, 2026, 4:50 a.m. EDT

The investment case for Sable Offshore is effectively zero due to a catastrophic collapse in fundamentals and a hostile market reaction. The company is burning cash at an alarming rate, with operating cash flow and free cash flow both deeply negative, while carrying a debt load nearly 200 times its equity. This precarious balance sheet forced a dilutive capital raise, which immediately triggered a 50% stock plunge and shattered any remaining investor confidence. Despite analysts maintaining a 'strong buy' rating based on theoretical turnaround potential, the reality is a company with negative earnings, a price-to-sales ratio of nearly 600x, and a current ratio of 0.08, indicating imminent insolvency risks. The options market confirms this despair, with traders betting heavily on further declines rather than any recovery. There is no safe entry here; the business quality has deteriorated to the point where the market is pricing out the company entirely.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoTheta ✓0.378724
AutoARIMA0.384251
AutoETS0.384252
MSTL0.391655

Forecast horizon: 45 days | Selected: AutoTheta

Forecast Reliability
Score 18%
H-stat 231.34
Ljung-Box p 0.000
Jarque-Bera p 0.006
Excess Kurtosis -0.05
Attribute Value
Sector Energy
Debt to Equity Ratio 232.185
Revenue per Share 0.011
Market Cap 849,233,536
Forward P/E 2.27
Beta -0.08
Previous Name Flame Acquisition Corp.
Website https://www.sableoffshore.com

As of July 11, 2026, 4:50 a.m. EDT: Speculators are positioning aggressively for a massive downside event, evidenced by heavy put volume and open interest concentrated at strikes significantly above the current price (e.g., $14, $17.50, $20). Call activity is minimal and focused near-the-money, while deep out-of-the-money calls show inflated implied volatility rather than genuine speculative demand. The options market is pricing in a scenario where the stock could drop 50% or more from current levels, reflecting a 'blow-off top' or liquidity crisis expectation rather than a recovery trade.


Info Dump

Attribute Value
52 Week Change -0.82769233
Address1 845 Texas Avenue
Address2 Suite 2920
All Time High 35.0
All Time Low 2.88
Ask 4.36
Ask Size 6,500
Audit Risk 9
Average Analyst Rating 1.5 - Strong Buy
Average Daily Volume10 Day 30,077,760
Average Daily Volume3 Month 7,980,937
Average Volume 7,980,937
Average Volume10Days 30,077,760
Beta -0.084
Bid 4.46
Bid Size 10,800
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 4.43
Current Ratio 0.079
Custom Price Alert Confidence HIGH
Date Short Interest 1,782,777,600
Day High 4.515
Day Low 3.99
Debt To Equity 232.185
Display Name Sable Offshore
Earnings Timestamp 1,778,097,600
Earnings Timestamp End 1,778,097,600
Earnings Timestamp Start 1,778,097,600
Ebitda -444,598,016
Ebitda Margins 0.0
Enterprise To Ebitda -3.624
Enterprise To Revenue 1,267.632
Enterprise Value 1,611,160,704
Eps Current Year -0.085
Eps Forward 1.95
Eps Trailing Twelve Months -4.25
Esg Populated 0
Exchange NYQ
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 11.136
Fifty Day Average Change -6.706
Fifty Day Average Change Percent -0.6021911
Fifty Two Week Change Percent -82.76923
Fifty Two Week High 32.18
Fifty Two Week High Change -27.75
Fifty Two Week High Change Percent -0.8623369
Fifty Two Week Low 2.88
Fifty Two Week Low Change 1.5499997
Fifty Two Week Low Change Percent 0.5381943
Fifty Two Week Range 2.88 - 32.18
Financial Currency USD
First Trade Date Milliseconds 1,618,839,000,000
Float Shares 111,013,174
Forward Eps 1.95
Forward P E 2.2717948
Free Cashflow -663,385,728
Full Exchange Name NYSE
Full Time Employees 200
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,782,864,000
Gross Margins 0.0
Gross Profits -251,516,992
Has Pre Post Market Data 1
Held Percent Insiders 0.13829
Held Percent Institutions 0.9271
Implied Shares Outstanding 191,700,572
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 849,233,536
Market State POSTPOST
Max Age 86,400
Message Board Id finmb_703620678
Most Recent Quarter 1,774,915,200
Name Change Date 2,026-07-13
Net Income To Common -497,644,000
Next Fiscal Year End 1,798,675,200
Non Diluted Market Cap 751,466,242
Number Of Analyst Opinions 3
Open 3.99
Operating Cashflow -385,991,008
Operating Margins -93.43352
Overall Risk 10
Payout Ratio 0.0
Phone 713 579 6161
Post Market Change 0.017700195
Post Market Change Percent 0.39955297
Post Market Price 4.4477
Post Market Time 1,783,987,160
Prev Name Flame Acquisition Corp.
Previous Close 3.92
Price Eps Current Year -52.117645
Price Hint 4
Price To Book 1.5787598
Price To Sales Trailing12 Months 668.1617
Profit Margins 0.0
Quick Ratio 0.05
Quote Source Name Delayed Quote
Quote Type EQUITY
Recommendation Key strong_buy
Recommendation Mean 1.5
Region US
Regular Market Change 0.51
Regular Market Change Percent 13.0102
Regular Market Day High 4.515
Regular Market Day Low 3.99
Regular Market Day Range 3.99 - 4.515
Regular Market Open 3.99
Regular Market Previous Close 3.92
Regular Market Price 4.43
Regular Market Time 1,783,972,802
Regular Market Volume 13,702,183
Return On Assets -0.17406
Return On Equity -1.41664
Revenue Per Share 0.011
Sand P52 Week Change 0.20847368
Sector Energy
Sector Disp Energy
Sector Key energy
Share Holder Rights Risk 8
Shares Outstanding 191,700,572
Shares Percent Shares Out 0.1895
Shares Short 29,257,402
Shares Short Previous Month Date 1,780,012,800
Shares Short Prior Month 24,764,085
Short Name Sable Offshore Corp.
Short Percent Of Float 0.2597
Short Ratio 3.24
Source Interval 15
State TX
Symbol SOC
Target High Price 15.0
Target Low Price 11.0
Target Mean Price 13.66667
Target Median Price 15.0
Total Cash 52,168,000
Total Cash Per Share 0.338
Total Debt 979,500,992
Total Revenue 1,271,000
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing Eps -4.25
Trailing Peg Ratio None
Triggerable 1
Two Hundred Day Average 11.2876
Two Hundred Day Average Change -6.8575997
Two Hundred Day Average Change Percent -0.60753393
Type Disp Equity
Volume 13,702,183
Website https://www.sableoffshore.com
Zip 77,002