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SM Energy Company Stock Price

NYSE:SM Community·US$6.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 81 Fair Values set on narratives written by author

SM Share Price Performance

US$26.85
0.92 (3.55%)
US$40.79
Fair Value
US$26.85
0.92 (3.55%)
34.2% undervalued intrinsic discount
US$40.79
Fair Value
Price US$26.85
AnalystConsensusTarget US$40.79
AnalystHighTarget US$57.52
AnalystLowTarget US$31.00

SM Community Narratives

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Fair Value US$40.79 34.2% undervalued intrinsic discount

Merger Prospects And Rising Oil Output Will Drive Future Gains

2users have liked this narrative
0users have commented on this narrative
33users have followed this narrative
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Fair Value US$57.52 53.3% 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
·
Fair Value US$31 13.4% undervalued 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$31
13.4% undervalued intrinsic discount
Revenue
28.91% p.a.
Profit Margin
22.46%
Future PE
6.59x
Price in 2029
US$39.02
US$40.79
34.2% undervalued intrinsic discount
Revenue
36.96% p.a.
Profit Margin
29.7%
Future PE
5.44x
Price in 2029
US$51.17
US$57.52
53.3% undervalued intrinsic discount
Revenue
33.08% p.a.
Profit Margin
28.23%
Future PE
8.79x
Price in 2029
US$72.04

Trending Discussion

Updated Narratives

SM logo

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

Fair Value: US$31 13.4% undervalued 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 Synergies And Higher Production Will Drive Future Shareholder Upside

Fair Value: US$40.79 34.2% undervalued intrinsic discount
33 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 Synergies And Debt Reduction Will Drive Future Upside

Fair Value: US$57.52 53.3% 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

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
n/a
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

Narrative Update Jul 01

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

Analysts lifted their price target on SM Energy by $2, from $29.00 to $31.00, citing updated assumptions around revenue growth, profit margins, discount rate, and future P/E. What’s in the News for SM Energy Recent coverage highlighted SM Energy as a cash-producing stock for long-term investors, focusing on its operations in Texas and Utah and its activity across oil, natural gas, and natural gas liquids, source: 3 Cash-Producing Stocks for Long-Term Investors.
Seeking Alpha Jun 30

SM Energy: Don't Believe The Fear, Buy The Upside Instead

Summary SM Energy is rated Strong Buy, trading at a 70% sector discount despite robust asset growth and operational improvements. Recent mergers and acquisitions, notably Civitas and Uinta Basin, have expanded SM's asset base to 800,000 net acres, boosting oil and NGL output. Derivative losses, primarily inherited from Civitas, temporarily cap crude upside but are expected to reverse by 2027, unlocking further value. SM's gas and NGL segments offer significant forward revenue potential, especially as the Permian Basin shifts toward higher gas production. Read the full article on Seeking Alpha
Narrative Update Jun 16

SM: Merger Synergies And Higher Production Will Drive Future Shareholder Upside

Analysts have raised their price target for SM Energy stock from about $28.82 to roughly $40.79 per share, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E multiples. What’s in the News for SM Energy SM Energy reported record 2025 operating cash flow, production, and oil volumes, with oil at 53% of total output, and completed a US$950m South Texas asset sale used to improve liquidity and support debt repayment efforts (Source: 2025 results coverage).

Recent updates

No updates