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SM Energy Company Stock Price

NYSE:SM Community·US$7.6b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 82 Fair Values set on narratives written by author

SM Share Price Performance

US$32.52
5.49 (20.31%)
US$38.86
Fair Value
US$32.52
5.49 (20.31%)
16.3% undervalued intrinsic discount
US$38.86
Fair Value
Price US$32.52
AnalystConsensusTarget US$38.86
AnalystLowTarget US$31.00
AnalystHighTarget US$49.94

SM Community Narratives

·
Fair Value US$38.86 16.3% undervalued intrinsic discount

Merger Prospects And Rising Oil Output Will Drive Future Gains

2users have liked this narrative
0users have commented on this narrative
35users have followed this narrative
·
Fair Value US$31 4.9% 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
·
Fair Value US$49.94 34.9% undervalued intrinsic discount

Robust Global Demand And Technology Will Advance Hydrocarbon Success

0users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
US$38.86
16.3% undervalued intrinsic discount
Revenue
36.11% p.a.
Profit Margin
29.93%
Future PE
5.24x
Price in 2029
US$48.65
US$31
4.9% overvalued intrinsic discount
Revenue
28.91% p.a.
Profit Margin
22.46%
Future PE
6.59x
Price in 2029
US$39.02

Trending Discussion

No trending discussion available.

Updated Narratives

SM logo

SM: Deep Permian Drilling And Rising Output Will Drive Future Upside

Fair Value: US$49.94 34.9% undervalued intrinsic discount
5 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 Synergies And Debt Reduction Will Support Future Shareholder Upside

Fair Value: US$38.86 16.3% undervalued intrinsic discount
35 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
SM logo

SM: Future Cash Generation And Rising Volumes Will Support Stronger Profitability

Fair Value: US$31 4.9% 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

Snowflake Analysis

High growth potential established dividend payer.

5 Risks
3 Rewards

SM Energy Company Key Details

US$3.6b

Revenue

US$445.0m

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
Aug 05, 2026
0.55
87.70%
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 Aug 01

SM Energy: A Bigger, Cheaper Company Than The Tape Suggests

Summary SM Energy is rated a buy post-merger, offering a compelling risk/reward with ~15% FCF yield and 20-50% upside. The merger with Civitas created a top-10 US independent, unlocking $375M in annual synergies and a diversified, high-margin asset base. SM's deleveraging flywheel accelerates value: 80% of FCF targets debt reduction, flipping to buybacks as leverage approaches 1x. Valuation is conservative; at ~$28, shares trade near the trough case, with a base case target of ~$37 if oil holds in the mid-$60s and deleveraging continues. Read the full article on Seeking Alpha
Narrative Update Jul 29

SM: Deep Permian Drilling And Rising Output Will Drive Future Upside

Analysts have reduced their price target for SM Energy from about $57.52 to about $49.94, reflecting updated views on its revenue outlook, profit margins, and projected P/E multiple. What’s in the News for SM Energy SM Energy has begun deep-pay wildcat drilling in Crane County, Texas, within the southwestern Midland Basin, with two wells located within about a mile of the Dune Field waterflood project.
Narrative Update Jul 15

SM: Merger Synergies And Debt Reduction Will Support Future Shareholder Upside

Analysts have adjusted their fair value estimate for SM Energy from $40.79 to $38.86, reflecting a slightly lower discount rate and updated assumptions for revenue growth, profit margins, and future P/E. What’s in the News for SM Energy SM Energy reported first quarter 2026 oil equivalent production of 371,000 barrels per day, ahead of guidance, with capital expenditures 12% below expectations and adjusted earnings of US$1.55 per share, according to recent earnings coverage.

Recent updates

No updates