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SM Energy Company Stock Price

NYSE:SM Community·US$8.1b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 78 Fair Values set on narratives written by author

SM Share Price Performance

US$32.21
7.29 (29.25%)
US$28.82
Fair Value
US$32.21
7.29 (29.25%)
11.8% overvalued intrinsic discount
US$28.82
Fair Value
Price US$32.21
AnalystConsensusTarget US$28.82
AnalystHighTarget US$57.52
AnalystLowTarget US$29.00

SM Community Narratives

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Fair Value US$28.82 11.8% overvalued intrinsic discount

Merger Prospects And Rising Oil Output Will Drive Future Gains

2users have liked this narrative
0users have commented on this narrative
31users have followed this narrative
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Fair Value US$57.52 44.0% undervalued intrinsic discount

Robust Global Demand And Technology Will Advance Hydrocarbon Success

0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
·
Fair Value US$29 11.1% overvalued intrinsic discount

Global Decarbonization And Regulations Will Erode Oil Margins

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
US$29
11.1% overvalued intrinsic discount
Revenue
27.84% p.a.
Profit Margin
19.8%
Future PE
7.13x
Price in 2029
US$36.32

Trending Discussion

Updated Narratives

SM logo

SM: Civitas Synergies And Debt Reduction Will Drive Future Upside

Fair Value: US$57.52 44.0% undervalued intrinsic discount
4 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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SM: Higher Production And Payouts Will Mask Weaker Future Profitability

Fair Value: US$29 11.1% overvalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
SM logo

SM: Merger Integration And Production Outlook Will Shape Future Shareholder Upside

Fair Value: US$28.82 11.8% overvalued intrinsic discount
31 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

High growth potential established dividend payer.

5 Risks
3 Rewards

SM Energy Company Key Details

US$3.6b

Revenue

US$439.0m

Cost of Revenue

US$3.2b

Gross Profit

US$3.0b

Other Expenses

US$131.0m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
0.55
87.86%
3.62%
116.1%
View Full Analysis

About SM

Founded
1908
Employees
1241
CEO
Elizabeth McDonald
WebsiteView website
www.sm-energy.com

SM Energy Company, an independent energy company, engages in the acquisition, exploration, development, and production of oil, gas, and natural gas liquids in the United States. The company holds working interests in oil and gas producing wells in the Midland Basin, South Texas, Uinta Basin, and DJ Basin. The company was formerly known as St. Mary Land & Exploration Company and changed its name to SM Energy Company in May 2010. SM Energy Company was founded in 1908 and is headquartered in Denver, Colorado.

Recent SM News & Updates

Narrative Update Jun 02

SM: Civitas Synergies And Debt Reduction Will Drive Future Upside

Analysts have lifted their price target on SM Energy from $55.27 to $57.52, citing refreshed assumptions that combine a lower future P/E estimate with updated views on revenue growth, profit margins, and discount rates. What's in the News Q1 2026 results came in ahead of Wall Street expectations, with revenue of US$1.48b and adjusted earnings of US$1.55 per share, supported by higher production of 371.2 MBoe/d and integration of the Civitas merger.
Seeking Alpha Jun 02

SM Energy Looks Undervalued As Deleveraging Gains Traction

Summary SM Energy is now a four-basin operator post-Civitas merger, with a focus on synergy realization and deleveraging. Q1 results demonstrated disciplined capital spending, production outperformance, and rapid synergy capture, supporting a bullish investment case. SM trades at deep valuation discounts (3.99x forward P/E, 3.10x EV/EBITDA) due to debt concerns, but accelerated debt reduction and buybacks could drive re-rating. I rate SM a Buy, as continued execution on debt reduction, operational efficiency, and share repurchases offers significant upside potential. Read the full article on Seeking Alpha

Recent updates

No updates