View ValuationSable Offshore 将来の成長Future 基準チェック /56Sable Offshoreは、108.8%と61.5%でそれぞれ年率108.8%で利益と収益が成長すると予測される一方、EPSはgrowで114.2%年率。主要情報108.8%収益成長率114.16%EPS成長率Oil and Gas 収益成長6.4%収益成長率61.5%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日07 May 2026今後の成長に関する最新情報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.すべての更新を表示Recent updatesNew 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.業績と収益の成長予測BIT:1SOC - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20281,123446N/A625112/31/20271,200436543670312/31/20269411318947713/31/20261-498-761-386N/A12/31/2025N/A-410-769-352N/A9/30/2025N/A-364-668-291N/A6/30/2025N/A-509-473-212N/A3/31/2025N/A-547-310-175N/A12/31/2024N/A-617-258-185N/A9/30/2024N/A-626-182-163N/A6/30/2024N/A-394-153-149N/A3/31/2024N/A-251-109-109N/A12/31/2023N/A-94-70-70N/A9/30/2023N/A-80-55-55N/A6/30/2023N/A-57-38-38N/A3/31/2023N/A-32-21-21N/A12/31/2022N/A-3-2-2N/A9/30/2022N/A8-2-2N/A6/30/2022N/A19-2-2N/A3/31/2022N/A11-2-2N/A12/31/2021N/A4-2-2N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 1SOCは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.3% ) よりも高い成長率であると考えられます。収益対市場: 1SOC今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: 1SOC今後 3 年以内に収益を上げることが予想されます。収益対市場: 1SOCの収益 ( 61.5% ) Italian市場 ( 5.8% ) よりも速いペースで成長すると予測されています。高い収益成長: 1SOCの収益 ( 61.5% ) 20%よりも速いペースで成長すると予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 1SOCの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YEnergy 業界の高成長企業。View Past Performance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2026/05/22 14:37終値2026/05/22 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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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 • 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.
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.