Sable Offshore(1SOC)株式概要セーブル・オフショア社は、米国で独立系の石油・ガス会社として操業している。 詳細1SOC ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長5/6過去の実績0/6財務の健全性1/6配当金0/6報酬当社が推定した公正価値より97.9%で取引されている 収益は年間121.51%増加すると予測されています リスク分析過去1年間で株主の希薄化は大幅に進んだ Italian市場と比較して、過去 3 か月間の株価の変動が非常に大きい意味のある収益がありません ( $1M )キャッシュランウェイが1年未満である +1 さらなるリスクすべてのリスクチェックを見る1SOC Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€8.1110.0k% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-833m14m2016201920222025202620282031Revenue US$13.8mEarnings US$2.0mAdvancedSet Fair ValueView all narrativesSable Offshore Corp. 競合他社Meren EnergySymbol: TSX:MERMarket cap: CA$1.3bRosetti MarinoSymbol: BIT:YRMMarket cap: €965.2mReconnaissance Energy AfricaSymbol: TSXV:RECOMarket cap: CA$435.0mTenaz EnergySymbol: TSX:TNZMarket cap: CA$1.7b価格と性能株価の高値、安値、推移の概要Sable Offshore過去の株価現在の株価US$8.1152週高値US$16.7052週安値US$4.62ベータ-0.221ヶ月の変化-34.60%3ヶ月変化-44.83%1年変化n/a3年間の変化n/a5年間の変化n/aIPOからの変化107.95%最新ニュースBreakeven Date Change • Jun 04Forecast breakeven date pushed back to 2027The 3 analysts covering Sable Offshore previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 97% to 2026. The company is expected to make a profit of US$415.6m in 2027. Average annual earnings growth of 122% is required to achieve expected profit on schedule.New Risk • May 07New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$761m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$761m free cash flow). Share price has been highly volatile over the past 3 months (16% average weekly change). Shareholders have been substantially diluted in the past year (65% increase in shares outstanding). Minor Risks Significant insider selling over the past 3 months (€12m sold). Revenue is less than US$5m (US$1.3m revenue).お知らせ • May 05Sable Offshore Corp., Annual General Meeting, Jun 10, 2026Sable Offshore Corp., Annual General Meeting, Jun 10, 2026.Recent Insider Transactions • Apr 07Executive VP recently sold €4.0m worth of stockOn the 31st of March, Anthony Duenner sold around 279k shares on-market at roughly €14.47 per share. This transaction amounted to 35% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €8.1m more than they bought in the last 12 months.Breakeven Date Change • Mar 31Forecast breakeven date moved forward to 2026The 3 analysts covering Sable Offshore previously expected the company to break even in 2027. New consensus forecast suggests the company will make a profit of US$160.2m in 2026. Earnings growth of 92% is required to achieve expected profit on schedule.Breakeven Date Change • Feb 28Forecast breakeven date moved forward to 2026The 3 analysts covering Sable Offshore previously expected the company to break even in 2027. New consensus forecast suggests the company will make a profit of US$6.80m in 2026. Average annual earnings growth of 92% is required to achieve expected profit on schedule.最新情報をもっと見るRecent updatesBreakeven Date Change • Jun 04Forecast breakeven date pushed back to 2027The 3 analysts covering Sable Offshore previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 97% to 2026. The company is expected to make a profit of US$415.6m in 2027. Average annual earnings growth of 122% is required to achieve expected profit on schedule.New Risk • May 07New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$761m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$761m free cash flow). Share price has been highly volatile over the past 3 months (16% average weekly change). Shareholders have been substantially diluted in the past year (65% increase in shares outstanding). Minor Risks Significant insider selling over the past 3 months (€12m sold). Revenue is less than US$5m (US$1.3m revenue).お知らせ • May 05Sable Offshore Corp., Annual General Meeting, Jun 10, 2026Sable Offshore Corp., Annual General Meeting, Jun 10, 2026.Recent Insider Transactions • Apr 07Executive VP recently sold €4.0m worth of stockOn the 31st of March, Anthony Duenner sold around 279k shares on-market at roughly €14.47 per share. This transaction amounted to 35% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €8.1m more than they bought in the last 12 months.Breakeven Date Change • Mar 31Forecast breakeven date moved forward to 2026The 3 analysts covering Sable Offshore previously expected the company to break even in 2027. New consensus forecast suggests the company will make a profit of US$160.2m in 2026. Earnings growth of 92% is required to achieve expected profit on schedule.Breakeven Date Change • Feb 28Forecast breakeven date moved forward to 2026The 3 analysts covering Sable Offshore previously expected the company to break even in 2027. New consensus forecast suggests the company will make a profit of US$6.80m in 2026. Average annual earnings growth of 92% is required to achieve expected profit on schedule.お知らせ • Feb 03Sable Offshore Corp. has filed a Follow-on Equity Offering in the amount of $250 million.Sable Offshore Corp. has filed a Follow-on Equity Offering in the amount of $250 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market OfferingNew Risk • Dec 04New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$668m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$668m free cash flow). Shares are highly illiquid. Shareholders have been substantially diluted in the past year (63% increase in shares outstanding). Revenue is less than US$1m.お知らせ • Nov 27Sable Offshore Corp. Announces Executive Changes, Effective November 20, 2025On November 20, 2025, Sable Offshore Corp. announced a series of management changes. The changes include the promotion of J. Caldwell Flores, the current President of the Company, to President and Chief Operating Officer of the Company. Mr. Flores is an executive officer of the Company, as such term is defined in Rule 3b-7 promulgated under the Securities Exchange Act of 1934, as amended, and additional biographical information about Mr. Flores can be found in the Company’s definitive proxy statement for the 2025 annual meeting of shareholders, filed with the Securities and Exchange Commission on April 17, 2025. In connection with these management changes, Doss Bourgeois transitioned from Executive Vice President and Chief Operating Officer of the Company to Vice Chairman of the Company, effective November 20, 2025. The Company also made the below appointments and changes, effective November 20, 2025. None of the individuals listed below is an executive officer of the Company, as such term is defined in Rule 3b-7 promulgated under the Exchange Act. Trent Fontenot: Senior Vice President of Operations; Brian Broussard: Senior Vice President of Development; Byron Olson: Vice President, Reservoir Engineering.Board Change • Nov 26Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. Independent Director Michael Dillard was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.株主還元1SOCIT Oil and GasIT 市場7D-8.4%-2.1%0.8%1Yn/a27.4%29.1%株主還元を見る業界別リターン: 1SOCがItalian Oil and Gas業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: 1SOC Italian市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is 1SOC's price volatile compared to industry and market?1SOC volatility1SOC Average Weekly Movement14.0%Oil and Gas Industry Average Movement6.7%Market Average Movement4.8%10% most volatile stocks in IT Market8.3%10% least volatile stocks in IT Market2.9%安定した株価: 1SOCの株価は、 Italian市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 1SOCの 週次ボラティリティ は過去 1 年間で21%から14%に減少しましたが、依然としてItalian株の 75% よりも高くなっています。会社概要設立従業員CEO(最高経営責任者ウェブサイト2020200James Floreswww.sableoffshore.comセーブル・オフショア社は、米国で独立系石油・ガス会社として操業している。同社は、カリフォルニア州沖合の連邦水域に位置する3つのプラットフォームを通じて操業している。また、約76,000エーカーに及ぶ16の連邦鉱区と、原油、天然ガス、生産水をプラットフォームから陸上処理施設へ輸送する海底パイプラインを所有・運営している。同社は以前、Flame Acquisition Corp.として知られていたが、2024年2月にSable Offshore Corp.に社名を変更した。Sable Offshore Corp.は2020年に設立され、テキサス州ヒューストンに本社を置いている。もっと見るSable Offshore Corp. 基礎のまとめSable Offshore の収益と売上を時価総額と比較するとどうか。1SOC 基礎統計学時価総額€1.27b収益(TTM)-€436.68m売上高(TTM)€1.12m1,138xP/Sレシオ-2.9xPER(株価収益率1SOC は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計1SOC 損益計算書(TTM)収益US$1.27m売上原価US$252.79m売上総利益-US$251.52mその他の費用US$246.13m収益-US$497.64m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益(EPS)-3.22グロス・マージン-19,788.91%純利益率-39,153.74%有利子負債/自己資本比率226.7%1SOC の長期的なパフォーマンスは?過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/06/23 21:55終値2026/06/23 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Sable Offshore Corp. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4 アナリスト機関Subhasish ChandraBenchmark CompanyFrancis Lloyd ByrneJefferies LLCCharles MeadeJohnson Rice & Company, L.L.C.1 その他のアナリストを表示
Breakeven Date Change • Jun 04Forecast breakeven date pushed back to 2027The 3 analysts covering Sable Offshore previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 97% to 2026. The company is expected to make a profit of US$415.6m in 2027. Average annual earnings growth of 122% is required to achieve expected profit on schedule.
New Risk • May 07New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$761m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$761m free cash flow). Share price has been highly volatile over the past 3 months (16% average weekly change). Shareholders have been substantially diluted in the past year (65% increase in shares outstanding). Minor Risks Significant insider selling over the past 3 months (€12m sold). Revenue is less than US$5m (US$1.3m revenue).
お知らせ • May 05Sable Offshore Corp., Annual General Meeting, Jun 10, 2026Sable Offshore Corp., Annual General Meeting, Jun 10, 2026.
Recent Insider Transactions • Apr 07Executive VP recently sold €4.0m worth of stockOn the 31st of March, Anthony Duenner sold around 279k shares on-market at roughly €14.47 per share. This transaction amounted to 35% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €8.1m more than they bought in the last 12 months.
Breakeven Date Change • Mar 31Forecast breakeven date moved forward to 2026The 3 analysts covering Sable Offshore previously expected the company to break even in 2027. New consensus forecast suggests the company will make a profit of US$160.2m in 2026. Earnings growth of 92% is required to achieve expected profit on schedule.
Breakeven Date Change • Feb 28Forecast breakeven date moved forward to 2026The 3 analysts covering Sable Offshore previously expected the company to break even in 2027. New consensus forecast suggests the company will make a profit of US$6.80m in 2026. Average annual earnings growth of 92% is required to achieve expected profit on schedule.
Breakeven Date Change • Jun 04Forecast breakeven date pushed back to 2027The 3 analysts covering Sable Offshore previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 97% to 2026. The company is expected to make a profit of US$415.6m in 2027. Average annual earnings growth of 122% is required to achieve expected profit on schedule.
New Risk • May 07New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$761m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$761m free cash flow). Share price has been highly volatile over the past 3 months (16% average weekly change). Shareholders have been substantially diluted in the past year (65% increase in shares outstanding). Minor Risks Significant insider selling over the past 3 months (€12m sold). Revenue is less than US$5m (US$1.3m revenue).
お知らせ • May 05Sable Offshore Corp., Annual General Meeting, Jun 10, 2026Sable Offshore Corp., Annual General Meeting, Jun 10, 2026.
Recent Insider Transactions • Apr 07Executive VP recently sold €4.0m worth of stockOn the 31st of March, Anthony Duenner sold around 279k shares on-market at roughly €14.47 per share. This transaction amounted to 35% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €8.1m more than they bought in the last 12 months.
Breakeven Date Change • Mar 31Forecast breakeven date moved forward to 2026The 3 analysts covering Sable Offshore previously expected the company to break even in 2027. New consensus forecast suggests the company will make a profit of US$160.2m in 2026. Earnings growth of 92% is required to achieve expected profit on schedule.
Breakeven Date Change • Feb 28Forecast breakeven date moved forward to 2026The 3 analysts covering Sable Offshore previously expected the company to break even in 2027. New consensus forecast suggests the company will make a profit of US$6.80m in 2026. Average annual earnings growth of 92% is required to achieve expected profit on schedule.
お知らせ • Feb 03Sable Offshore Corp. has filed a Follow-on Equity Offering in the amount of $250 million.Sable Offshore Corp. has filed a Follow-on Equity Offering in the amount of $250 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offering
New Risk • Dec 04New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$668m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$668m free cash flow). Shares are highly illiquid. Shareholders have been substantially diluted in the past year (63% increase in shares outstanding). Revenue is less than US$1m.
お知らせ • Nov 27Sable Offshore Corp. Announces Executive Changes, Effective November 20, 2025On November 20, 2025, Sable Offshore Corp. announced a series of management changes. The changes include the promotion of J. Caldwell Flores, the current President of the Company, to President and Chief Operating Officer of the Company. Mr. Flores is an executive officer of the Company, as such term is defined in Rule 3b-7 promulgated under the Securities Exchange Act of 1934, as amended, and additional biographical information about Mr. Flores can be found in the Company’s definitive proxy statement for the 2025 annual meeting of shareholders, filed with the Securities and Exchange Commission on April 17, 2025. In connection with these management changes, Doss Bourgeois transitioned from Executive Vice President and Chief Operating Officer of the Company to Vice Chairman of the Company, effective November 20, 2025. The Company also made the below appointments and changes, effective November 20, 2025. None of the individuals listed below is an executive officer of the Company, as such term is defined in Rule 3b-7 promulgated under the Exchange Act. Trent Fontenot: Senior Vice President of Operations; Brian Broussard: Senior Vice President of Development; Byron Olson: Vice President, Reservoir Engineering.
Board Change • Nov 26Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. Independent Director Michael Dillard was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.