Sable Offshore Corp.

NYSE:SOC Stock Report

Market Cap: US$1.8b

Sable Offshore Future Growth

Future criteria checks 5/6

Sable Offshore is forecast to grow earnings and revenue by 121.5% and 61.2% per annum respectively while EPS is expected to grow by 125.1% per annum.

Key information

121.5%

Earnings growth rate

125.13%

EPS growth rate

Oil and Gas earnings growth10.8%
Revenue growth rate61.2%
Future return on equityn/a
Analyst coverage

Low

Last updated12 Jun 2026

Recent future growth updates

Recent updates

Seeking Alpha 9h

Sable Offshore: Still Risky, Still Deeply Discounted

Summary Sable Offshore Corp (SOC) is the primary focus, with analysis centered on its current valuation and strategic positioning. I examine SOC's offshore asset portfolio, highlighting operational strengths and potential catalysts for future growth. The investment thesis weighs SOC's risk profile, including commodity price sensitivity and capital allocation discipline. My rating reflects a balanced outlook, integrating both upside drivers and key downside risks for SOC. Read the full article on Seeking Alpha
Seeking Alpha Jan 23

Sable Offshore: Too Much Uncertainty For Comfort

Summary Sable Offshore Corp. shares spiked 7.9% on January 22nd, with no specific news identified; the stock is up 127.6% since February 2024. The company has significant upside potential but faces regulatory challenges and uncertainty, leading me to rate it a “hold” for cautious investors. Sable Offshore's main asset is the Santa Ynez field, acquired from ExxonMobil, with 646 million boe in reserves but dormant since a 2015 oil spill. Despite potential production plans, the company's future economics are unclear, making SOC stock a speculative investment compared to its peers. Read the full article on Seeking Alpha
Seeking Alpha Dec 23

Sable Offshore Is In The Final Hour

Summary Sable Offshore is progressing toward restarting operations. Despite political challenges and lower oil prices, Sable has attracted institutional ownership, providing price support for SOC shares. Sable is targeting to begin producing in 2025, aiming to produce 25-29Mboe/d in 2025, potentially generating $575mm in net revenue. Once operational, Sable is targeting peak production by 2030 at 50Mboe/d+. Read the full article on Seeking Alpha
Seeking Alpha May 07

Sable Offshore May Face Challenges Going Into First Production

Summary Sable Offshore is an integrated oil company with assets in the California market, including the Santa Ynez Field and Las Flores Canyon Processing Facility. The company faces significant operational and political risks as it seeks final approval to restart production after being idled since 2014 due to a pipeline leak. If successful, the firm can offer significant upside potential; however, given the political climate in California, I believe that management is underestimating the timeline to first oil. Read the full article on Seeking Alpha

Earnings and Revenue Growth Forecasts

NYSE:SOC - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/2028982345N/A6211
12/31/20271,0644165436543
12/31/2026745-13892713
3/31/20261-498-761-386N/A
12/31/2025N/A-410-769-352N/A
9/30/2025N/A-364-668-291N/A
6/30/2025N/A-509-473-212N/A
3/31/2025N/A-547-310-175N/A
12/31/2024N/A-617-258-185N/A
9/30/2024N/A-626-182-163N/A
6/30/2024N/A-394-153-149N/A
3/31/2024N/A-251-109-109N/A
12/31/2023N/A-94-70-70N/A
9/30/2023N/A-80-55-55N/A
6/30/2023N/A-57-38-38N/A
3/31/2023N/A-32-21-21N/A
12/31/2022N/A-3-2-2N/A
9/30/2022N/A8-2-2N/A
6/30/2022N/A19-2-2N/A
3/31/2022N/A11-2-2N/A
12/31/2021N/A4-2-2N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: SOC is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (3.5%).

Earnings vs Market: SOC is forecast to become profitable over the next 3 years, which is considered above average market growth.

High Growth Earnings: SOC is expected to become profitable in the next 3 years.

Revenue vs Market: SOC's revenue (61.2% per year) is forecast to grow faster than the US market (12.5% per year).

High Growth Revenue: SOC's revenue (61.2% per year) is forecast to grow faster than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: Insufficient data to determine if SOC's Return on Equity is forecast to be high in 3 years time


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/12 00:26
End of Day Share Price 2026/06/12 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Sable Offshore Corp. is covered by 4 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Subhasish ChandraBenchmark Company
Francis Lloyd ByrneJefferies LLC
Charles MeadeJohnson Rice & Company, L.L.C.