SOC
Sable Offshore Corp.
$10.88
-7.17%
$1.7B
No data for this timeframe.
Vol
Market Cap$1.7B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (75%)
Inst. Holders50 funds
Inst. Value$1.0B
Inst. Activity21 buys / 7 sells
Insider Activity0B / 11S
Insider Net $-$19.1M
Reddit Sentiment60° Warm
SEC Reports5
Recent Activity
May 8, 2026
SEC
Four top executives at Sable Offshore Corp. sold a combined $2.53M in stock on April 29, just days before the company re
CLUSTER — Impact 5/10
May 8, 2026
SEC
Four top executives at Sable Offshore Corp., including the CEO, CFO, and COO, sold shares totaling $2.53M on April 29, j
CLUSTER — Impact 6/10
May 6, 2026
SEC
Sable Offshore Corp. reported Q1 2026 results with a net loss of $197.0 million, driven by operating expenses from resum
8-K — Impact 7/10
May 6, 2026
Insider
Sarofim Christopher Binyon was granted 25,000 shares
Director
May 6, 2026
Insider
Dillard Michael E. was granted 50,000 shares
Director
May 6, 2026
Insider
Pipkin Gregory Phillip was granted 50,000 shares
Director
Inst.
BlackRock, Inc. — ADD
9,358,953 shares ($154.6M)
Inst.
Capital International Investors — TRIM
7,568,826 shares ($125.0M)
Price Targets
$27.00
+148.2% upside
Strong Buy
Current $10.88
Low $22.00
Median $24.00
High $35.00
3 analysts
$22.00
$35.00
Analyst Ratings
2Strong Buy
4Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 22, 2026 | Jefferies | MAINTAIN | Buy → Buy |
| Mar 30, 2026 | Jefferies | MAINTAIN | Buy → Buy |
| Mar 5, 2026 | Benchmark | DOWNGRADE | Buy → Hold |
| Jan 2, 2026 | Benchmark | REITERATE | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.37 ▼ -28.8% | $0.20 — $0.54 | 122% YoY | 2 |
| Next Q | $0.53 ▼ -38.2% | $0.39 — $0.66 | 136% YoY | 2 |
| Current FY | $0.33 ▼ -69.3% | $0.04 — $0.61 | 108% YoY | 2 |
| Next FY | $2.75 ▼ -8.0% | $2.16 — $3.34 | 746% YoY | 2 |
Latest Reports
BEARISH
CLUSTER
5/10
Four top executives at Sable Offshore Corp. sold a combined $2.53M in stock on April 29, just days before the company re
May 8, 2026
BEARISH
CLUSTER
6/10
Four top executives at Sable Offshore Corp., including the CEO, CFO, and COO, sold shares totaling $2.53M on April 29, j
May 8, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $154.6M | ADD |
| Capital International Investors | $125.0M | TRIM |
| MORGAN STANLEY | $120.2M | ADD |
| VANGUARD CAPITAL MANAGEMENT LLC | $90.4M | — |
| STATE STREET CORP | $76.2M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 6, 2026 | Sarofim Christopher | A | $0.00 |
| May 6, 2026 | Dillard Michael | A | $0.00 |
| May 6, 2026 | Pipkin Gregory | A | $0.00 |
| Apr 29, 2026 | FLORES JAMES | M | $0.00 |
| Apr 29, 2026 | FLORES JAMES | SELL | $933.1K |
Reddit Sentiment
60°▼
Warm
Bearish
Neutral
Bullish
50 institutional holders with $1.0B total value (60,806,460 shares) as of 2026-Q1. Top holders: BlackRock,, Capital, MORGAN. Net buying activity: 21 institutions added/increased vs 7 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 9,358,953 | $154.6M | 15.4% | ADD +39.5% |
| 2 | Capital International Investors | 7,568,826 | $125.0M | 12.5% | TRIM -34.7% |
| 3 | MORGAN STANLEY | 7,274,002 | $120.2M | 12.0% | ADD +39.0% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 5,470,671 | $90.4M | 9.0% | — |
| 5 | STATE STREET CORP | 4,611,162 | $76.2M | 7.6% | — |
| 6 | Alyeska Investment Group, L.P. | 2,689,789 | $44.4M | 4.4% | NEAR_EXIT -75.7% |
| 7 | Capital World Investors | 2,364,101 | $39.1M | 3.9% | NEW |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,206,210 | $36.4M | 3.6% | — |
| 9 | Verition Fund Management LLC | 2,043,438 | $33.8M | 3.4% | ADD +92.9% |
| 10 | GOLDMAN SACHS GROUP INC | 1,915,423 | $31.6M | 3.2% | — |
| 11 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,889,196 | $31.2M | 3.1% | — |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,671,700 | $27.6M | 2.8% | — |
| 13 | CITADEL ADVISORS LLC | 1,633,100 | $27.0M | 2.7% | — |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,521,200 | $25.1M | 2.5% | — |
| 15 | BANK OF AMERICA CORP /DE/ | 1,295,085 | $21.4M | 2.1% | DOUBLED +224.7% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,016,407 | $16.8M | 1.7% | ADD +43.0% |
| 17 | VANGUARD FIDUCIARY TRUST CO | 857,397 | $14.2M | 1.4% | — |
| 18 | CITADEL ADVISORS LLC | 743,596 | $12.3M | 1.2% | — |
| 19 | Trexquant Investment LP | 473,509 | $7.8M | 0.8% | — |
| 20 | CITADEL ADVISORS LLC | 409,000 | $6.8M | 0.7% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | ADD | 6,709,689 | 9,358,953 | +39.5% | $154.6M | 2026-Q1 |
| Capital International Investors | TRIM | 11,592,407 | 7,568,826 | -34.7% | $125.0M | 2026-Q1 |
| MORGAN STANLEY | ADD | 5,233,890 | 7,274,002 | +39.0% | $120.2M | 2026-Q1 |
| Alyeska Investment Group, L.P. | NEAR_EXIT | 11,091,773 | 2,689,789 | -75.7% | $44.4M | 2026-Q1 |
| Capital World Investors | NEW | — | 2,364,101 | — | $39.1M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 398,827 | 1,295,085 | +224.7% | $21.4M | 2026-Q1 |
| Nuveen, LLC | DOUBLED | 103,393 | 399,150 | +286.1% | $6.6M | 2026-Q1 |
| Invesco Ltd. | DOUBLED | 133,874 | 312,869 | +133.7% | $5.2M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 18,196 | 143,842 | +690.5% | $2.4M | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. | ADD | 95,487 | 137,617 | +44.1% | $2.3M | 2026-Q1 |
| RHUMBLINE ADVISERS | ADD | 91,384 | 130,965 | +43.3% | $2.2M | 2026-Q1 |
| DEUTSCHE BANK AG\ | ADD | 70,660 | 124,396 | +76.0% | $2.1M | 2026-Q1 |
| GROUP ONE TRADING LLC | TRIM | 448,925 | 114,378 | -74.5% | $1.9M | 2026-Q1 |
| MetLife Investment Management, LLC | ADD | 43,314 | 68,128 | +57.3% | $1.1M | 2026-Q1 |
| Mariner, LLC | ADD | 33,088 | 64,808 | +95.9% | $1.1M | 2026-Q1 |
| Legal & General Group Plc | TRIM | 89,044 | 63,972 | -28.2% | $1.1M | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | ADD | 35,349 | 58,394 | +65.2% | $964.7K | 2026-Q1 |
| JANUS HENDERSON GROUP PLC | DOUBLED | 23,900 | 56,200 | +135.1% | $927.0K | 2026-Q1 |
| Brevan Howard Capital Management LP | ADD | 26,774 | 45,047 | +68.2% | $744.2K | 2026-Q1 |
| HighTower Advisors, LLC | DOUBLED | 14,879 | 32,655 | +119.5% | $539.5K | 2026-Q1 |
| NOMURA HOLDINGS INC | NEAR_EXIT | 324,749 | 29,034 | -91.1% | $479.6K | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC | ADD | 13,444 | 21,289 | +58.4% | $351.7K | 2026-Q1 |
| TORONTO DOMINION BANK | NEAR_EXIT | 123,100 | 10,981 | -91.1% | $181.4K | 2026-Q1 |
| Russell Investments Group, Ltd. | ADD | 6,545 | 10,335 | +57.9% | $170.7K | 2026-Q1 |
| CWM, LLC | DOUBLED | 675 | 3,386 | +401.6% | $55.9K | 2026-Q1 |
7 unique insiders with 25 transactions. Net insider value: -$19.1M ($0.00 bought, $19.1M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 6, 2026 | Sarofim Christopher Binyon | Director | AWARD | 25,000 | — | — |
| May 6, 2026 | Dillard Michael E. | Director | AWARD | 50,000 | — | — |
| May 6, 2026 | Pipkin Gregory Phillip | Director | AWARD | 50,000 | — | — |
| Apr 29, 2026 | FLORES JAMES C | Chairman & CEO | EXERCISE | 175,000 | — | — |
| Apr 29, 2026 | FLORES JAMES C | Chairman & CEO | SELL | 68,792 | $13.56 | $933.1K |
| Apr 29, 2026 | Duenner Anthony | See Remarks | EXERCISE | 100,000 | — | — |
| Apr 29, 2026 | Duenner Anthony | See Remarks | SELL | 39,312 | $13.56 | $533.2K |
| Apr 29, 2026 | Patrinely Gregory D. | EVP, CFO | EXERCISE | 100,000 | — | — |
| Apr 29, 2026 | Patrinely Gregory D. | EVP, CFO | SELL | 39,311 | $13.56 | $533.2K |
| Apr 29, 2026 | Flores James Caldwell | President, COO | EXERCISE | 100,000 | — | — |
| Apr 29, 2026 | Flores James Caldwell | President, COO | SELL | 39,311 | $13.56 | $533.2K |
| Apr 28, 2026 | Patrinely Gregory D. | EVP, CFO | EXERCISE | 100,000 | — | — |
| Apr 28, 2026 | FLORES JAMES C | Chairman & CEO | EXERCISE | 175,000 | — | — |
| Apr 28, 2026 | Duenner Anthony | See Remarks | EXERCISE | 100,000 | — | — |
| Apr 28, 2026 | FLORES JAMES C | Chairman & CEO | SELL | 71,297 | $13.33 | $950.3K |
| Apr 28, 2026 | Duenner Anthony | See Remarks | SELL | 40,743 | $13.33 | $543.1K |
| Apr 28, 2026 | Patrinely Gregory D. | EVP, CFO | SELL | 40,743 | $13.33 | $543.1K |
| Apr 28, 2026 | Flores James Caldwell | President, COO | EXERCISE | 100,000 | — | — |
| Apr 28, 2026 | Flores James Caldwell | President, COO | SELL | 40,743 | $13.33 | $543.1K |
| Mar 31, 2026 | Patrinely Gregory D. | EVP, CFO | SELL | 279,081 | $16.69 | $4.7M |
| Mar 31, 2026 | Flores James Caldwell | President, COO | SELL | 279,081 | $16.69 | $4.7M |
| Mar 31, 2026 | Duenner Anthony | See Remarks | SELL | 279,081 | $16.69 | $4.7M |
| Mar 4, 2026 | Flores James Caldwell | President | AWARD | 250,000 | — | — |
| Mar 4, 2026 | Duenner Anthony | See Remarks | AWARD | 250,000 | — | — |
| Mar 4, 2026 | Patrinely Gregory D. | EVP, CFO | AWARD | 250,000 | — | — |
5 SEC filing reports analyzed. Sentiment: 0 bullish, 3 bearish, 0 mixed, 2 neutral. Avg impact: 5.0/10.
BEARISH
CLUSTER
5/10
Four top executives at Sable Offshore Corp. sold a combined $2.53M in stock on April 29, just days b
May 8, 2026
BEARISH
CLUSTER
6/10
Four top executives at Sable Offshore Corp., including the CEO, CFO, and COO, sold shares totaling $
May 8, 2026
BEARISH
8-K
7/10
Sable Offshore Corp. reported Q1 2026 results with a net loss of $197.0 million, driven by operating
May 6, 2026
NEUTRAL
CLUSTER
2/10
Chairman & CEO James Flores and executive Anthony Duenner collectively sold $1.49M in open-market st
May 1, 2026
NEUTRAL
8-K
5/10
Sable Offshore Corp. announced operational updates including the resumption of oil transportation th
Apr 20, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (75% buy). Based on 8 analysts: 2 strong buy, 4 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$27.00 mean target
+148.2% upside
Strong Buy (1.50)
$22.00 Low
$35.00 High
| Metric | Value |
|---|---|
| Current Price | $10.88 |
| Target Low | $22.00 |
| Target Mean | $27.00 |
| Target Median | $24.00 |
| Target High | $35.00 |
| # Analysts | 3 |
| Recommendation | Strong Buy (1.50) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.37 | $0.20 | $0.54 | 121.8% | -28.8% | 0↑ 1↓ | $0.2B | 0.0% | 2 |
| Next Q 2026-09-30 |
$0.53 | $0.39 | $0.66 | 136.0% | -38.2% | 0↑ 1↓ | $0.2B | 0.0% | 2 |
| Current FY 2026-12-31 |
$0.33 | $0.04 | $0.61 | 107.8% | -69.3% | 0↑ 1↓ | $0.7B | 0.0% | 2 |
| Next FY 2027-12-31 |
$2.75 | $2.16 | $3.34 | 746.1% | -8.0% | 0↑ 1↓ | $1.1B | 42.7% | 2 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.370 | |
| 7d ago | $0.370 | |
| 30d ago | $0.520 | -0.150 |
| 60d ago | $0.277 | +0.093 |
| 90d ago | $0.020 | +0.350 |
2 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 22, 2026 | Jefferies | MAINTAIN | Buy | Buy |
| Mar 30, 2026 | Jefferies | MAINTAIN | Buy | Buy |
| Mar 5, 2026 | Benchmark | DOWNGRADE | Buy | Hold |
| Jan 2, 2026 | Benchmark | REITERATE | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 4 | 2 | 0 | 0 | 75% | |
| May 1, 2026 | 2 | 4 | 2 | 0 | 0 | 75% | |
| Apr 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% | |
| Mar 1, 2026 | 2 | 6 | 1 | 0 | 0 | 89% | |
| Feb 1, 2026 | 2 | 6 | 1 | 0 | 0 | 89% | |
| Jan 1, 2026 | 2 | 6 | 1 | 0 | 0 | 89% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
60°
Warm
Bearish
Neutral
Bullish
17 mentions
4 bullish
0 bearish
16 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 7, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| May 7, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Apr 8, 2026 | 2 | 56° Neutral | 0 | 0 | 2 |
| Apr 8, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 16, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| Mar 16, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| Mar 14, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| Mar 14, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| Mar 11, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 11, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 5, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 5, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 5, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 5, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Nov 29, 2024 | 1 | 60° Warm | 1 | 0 | 1 |
| Sep 19, 2024 | 1 | 50° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
Sable Offshore Corp (SOC) Who’s holding bag?
▲ 1
💬 0
⚡ 0.5
Got you regards beat on MRVL
▲ 1
💬 0
⚡ 0.5
Seasonal Stocks - Oil Wars?
▲ 1
💬 1
⚡ 0.5
Seasonal stocks - Iran war?
▲ 1
💬 1
⚡ 0.5
Seasonal Tickers
▲ 1
💬 1
⚡ 0.5
Important Tickers
▲ 1
💬 1
⚡ 0.4
136,500 Shares in Sable Offshore Corp. $SOC Bought by Union Square Park Capital Management LLC
▲ 1
💬 1
⚡ 0.5
Interesting developments for Sable Offshore / $SOC
▲ 1
💬 1
⚡ 0.5
SOC stock just spiked on political news, is this the start of a production restart play?
▲ 1
💬 0
⚡ 0.5
Oil play - ($SOC) exploding 🚀
▲ 1
💬 0
⚡ 0.5
$SOC , Sable Offshore Corp. - Up over 25% today
▲ 1
💬 0
⚡ 0.5
The four SPAC companies with the best fundraising performance in 2024: DJT, LOT, SOC, and LION
▲ 1
💬 0
⚡ 0.0
$SOC is booming
▲ 1
💬 0
⚡ 0.0
Jun 12, 2026
short_volume
Short Volume: SOC — 61.1% short (1.2M / 2.0M)
Short: 1,205,019 | Exempt: 0 | TRF Vol: 1,973,349 | Short Ratio: 61.1% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: SOC — 79.4% short (0.9M / 1.1M)
Short: 912,869 | Exempt: 1,498 | TRF Vol: 1,149,845 | Short Ratio: 79.4% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: SOC — 61.4% short (0.6M / 0.9M)
Short: 578,443 | Exempt: 11,130 | TRF Vol: 942,811 | Short Ratio: 61.4% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: SOC — 73.1% short (1.7M / 2.3M)
Short: 1,676,071 | Exempt: 60,694 | TRF Vol: 2,293,678 | Short Ratio: 73.1% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: SOC — 58.4% short (0.6M / 1.0M)
Short: 573,266 | Exempt: 1,900 | TRF Vol: 981,177 | Short Ratio: 58.4% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: SOC — 74.5% short (0.9M / 1.2M)
Short: 909,171 | Exempt: 75 | TRF Vol: 1,221,145 | Short Ratio: 74.5% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: SOC — 69.8% short (1.2M / 1.7M)
Short: 1,190,972 | Exempt: 63,118 | TRF Vol: 1,705,651 | Short Ratio: 69.8% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: SOC — 62.0% short (2.6M / 4.3M)
Short: 2,644,419 | Exempt: 170,348 | TRF Vol: 4,266,736 | Short Ratio: 62.0% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: SOC — 65.2% short (0.9M / 1.3M)
Short: 871,712 | Exempt: 9,214 | TRF Vol: 1,337,608 | Short Ratio: 65.2% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: SOC — 78.4% short (1.2M / 1.6M)
Short: 1,248,998 | Exempt: 0 | TRF Vol: 1,593,371 | Short Ratio: 78.4% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: SOC — 69.8% short (0.8M / 1.2M)
Short: 840,051 | Exempt: 0 | TRF Vol: 1,203,113 | Short Ratio: 69.8% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: SOC — 68.9% short (0.5M / 0.8M)
Short: 530,935 | Exempt: 593 | TRF Vol: 771,086 | Short Ratio: 68.9% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: SOC — 73.4% short (0.6M / 0.8M)
Short: 560,487 | Exempt: 570 | TRF Vol: 763,338 | Short Ratio: 73.4% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: SOC — 56.1% short (0.8M / 1.5M)
Short: 849,212 | Exempt: 2,146 | TRF Vol: 1,514,801 | Short Ratio: 56.1% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: SOC — 65.2% short (0.5M / 0.8M)
Short: 532,670 | Exempt: 0 | TRF Vol: 817,568 | Short Ratio: 65.2% | Off-exchange volume (dark pool + OTC)