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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
  • 77 Fair Values set on narratives written by author

SM Share Price Performance

US$33.77
33.77 (0.00%)
US$28.82
Fair Value
US$33.77
33.77 (0.00%)
17.2% overvalued intrinsic discount
US$28.82
Fair Value
Price US$33.77
AnalystConsensusTarget US$28.82
AnalystHighTarget US$55.27
AnalystLowTarget US$29.00

SM Community Narratives

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Fair Value US$28.82 17.2% 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$55.27 38.9% 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 16.4% 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
16.4% overvalued intrinsic discount
Revenue
27.84% p.a.
Profit Margin
19.8%
Future PE
7.13x
Price in 2029
US$36.32
US$55.27
38.9% undervalued intrinsic discount
Revenue
39.58% p.a.
Profit Margin
24.72%
Future PE
9.71x
Price in 2029
US$67.67

Trending Discussion

Updated Narratives

SM logo

SM: Higher Production And Payouts Will Mask Weaker Future Profitability

Fair Value: US$29 16.4% 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: Civitas Merger And New CEO Will Drive Future Upside

Fair Value: US$55.27 38.9% 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
SM logo

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

Fair Value: US$28.82 17.2% 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

Seeking Alpha May 23

SM Energy: Debt Reduction Will Unlock Significant Shareholder Value

Summary SM Energy is rated a Strong Buy with a $50/share target, reflecting 48% upside potential driven by debt reduction and valuation re-rating. SM trades at a significant discount to peers, with a 4x EBITDA multiple and $6.9B in debt, but plans to allocate 80% of FCF to deleveraging. Merger synergies with Civitas have increased from $200M to $375M, supporting improved free cash flow and profitability, with full benefits expected by 2027. Q2 oil production is guided up 20% over Q1, capital spending will decline in H2, and SM offers a 2.6% dividend for balanced growth and income. Read the full article on Seeking Alpha

Recent updates

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