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SM · SM Energy Co

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$36.14 +0.65 (+1.83%) At close · Aug 19
Market Cap
$8.45B
Shares
237.85M

Price & Indicators

Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$36.14 Open$35.91 Day$35.67–36.72 52W close$17.57–36.14 Avg vol 30d3.6M Short int12.6M · 5.3% float · 4.2d Short vol44% Last earningsJul 16, 2026 DataJan 2020–Aug 2026 Filing10-Q · Aug 6

Up next

Next earnings call
Oct 7, 2026 Est · unconfirmed · in 7 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
Latest filing: 10-Q
filed Aug 6, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Buy
      SellHoldBuy
      Technical Strong Buy Momentum Very Strong Sentiment Neutral Fundamentals Strong Quant / Vol Very High
      Market backdrop VIX 14.9 · calm Equity put/call 0.52
      Technical
      price trend
      Strong Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +41%
      above
      Price vs 50-day avg +20%
      above
      RSI (14) 69
      neutral
      MACD trend Positive
      52-week position 100%
      near high
      Momentum
      relative strength
      Very Strong
      1-month return +9%
      trailing
      6-month return +71%
      trailing
      YTD return +93%
      this year
      Relative strength +59%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $30 › 200d $26 — 50d above 200d
      Institutional flow Distributing
      -5% holders QoQ · +71 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Falling
      5.31% of float · ▼ -16.7% MoM · 4.2 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      494 holders — mid 3-yr range
      Squeeze score 58
      elevated · 0–100
      Fundamentals
      Strong
      Revenue growth +17%
      Y/Y
      EPS growth −15%
      Y/Y
      Valuation P/E 7
      below peers
      Buyback $404.0M
      remaining
      Balance sheet $2.2B
      net debt
      Quant / Vol
      risk profile
      Very High
      Volatility 53%
      annualized · 1-yr
      Max drawdown −39%
      past year
      ATR 4.0%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record

      Latest guidance · from the 8-K filed Aug 5, 2026
      Lease Operating Expense · 3Q 2026 Initiated $7 – $7
      Production Taxes (% of oil, gas and NGL revenue) · 3Q 2026 Initiated 6%
      Transportation · 3Q 2026 Initiated $4 – $4
      Ad Valorem Taxes · 3Q 2026 Initiated $1
      DD&A · 3Q 2026 Initiated $14 – $15
      Prior guidance period ended · from the 8-K filed Jul 16, 2026
      Net derivative settlement loss · second quarter of 2026 $-220M

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Strong Buy
      0 · 2 · 4
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +41% Bullish
      Price vs 50-day avg
      +20% Bullish
      RSI (14)
      69 Neutral
      MACD trend
      Positive Bullish
      52-week position
      100% Bullish
      Market signals — smart money & positioning
      Mixed
      Trend (MA cross) No cross
      50d $30 › 200d $26 — 50d above 200d
      Institutional flow Distributing
      -5% holders QoQ · +71 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Falling
      5.31% of float · ▼ -16.7% MoM · 4.2 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      494 holders — mid 3-yr range
      Price context
      position in its 52-week range
      Range low $18 Now $36 · 100% Range high $36
      vs 200-day avg +41% vs 50-day avg +20%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from written earnings releases and filings
      Metric Latest Period YoY
      Adjusted EBITDAX (non-GAAP) non-GAAP $2.38B For the Six Months Ended June 30 —
      Adjusted free cash flow (non-GAAP) non-GAAP $487M For the Six Months Ended June 30 —
      Adjusted net income (non-GAAP) non-GAAP $835M For the Six Months Ended June 30 —
      Adjusted net income per diluted common share (non-GAAP) non-GAAP $3.79 For the Six Months Ended June 30 —
      Average net daily production 440 Second quarter 2026 —
      Average net daily production - Oil (MBbl per day) 229.8 Second quarter 2026 —
      Merger-related synergies actioned 355M Second quarter 2026 —
      Net Debt (non-GAAP) non-GAAP $6.25B June 30, 2026 —
      GAAP → non-GAAP reconciliation
      GAAP Total principal amount of debt (GAAP) $6.87B
      -$620M Less: Cash and cash equivalents
      = Net Debt (non-GAAP) $6.25B
      Net production - Equivalent (MMBoe) 40 Second quarter 2026 —
      Net production - Gas (Bcf) 86.8 Second quarter 2026 —
      Net production - NGLs (MMBbl) 4.6 Second quarter 2026 —
      Net production - Oil (MMBbl) 20.9 Second quarter 2026 —
      Oil production (average net daily) 230 Second quarter 2026 —
      Realized sales price (before the effect of net derivative settlements) - Equivalent (per Boe) $53.86 Second quarter 2026 —
      Realized sales price (including the effect of net derivative settlements) - Equivalent (per Boe) non-GAAP $48.36 Second quarter 2026 —
      Production 371.2 First Quarter 2026 —
      Basic weighted-average shares outstanding 199M Three Months Ended March 31, 2026 —
      Diluted weighted-average shares outstanding 200M Three Months Ended March 31, 2026 —
      Net debt-to-adjusted EBITDAX non-GAAP 1.05 Full-Year 2025 —
      Net production 206.8 Full-Year 2025 —
      Record net production 75.5 Full-Year 2025 —

      Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

      Versus peers

      Oil & Gas E&P — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      SM
      SM Energy Co
      this stock
      		$8.45B +93.3% +17.2% 7.0 5.3%
      COP
      Conocophillips
      		 $158.34B +39.5% +7.7% 17.4 1.5%
      CNQ
      CANADIAN NATURAL RESOURCES Ltd
      		 $103.51B +46.2% — — 2.4%
      EOG
      Eog Resources Inc
      		 $78.60B +42.3% -4.5% 11.7 3.1%
      OXY
      Occidental Petroleum Corp /De/
      		 $59.42B +46.1% -1.9% — 2.3%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Accumulating
      Holders
      494
      % held
      98.3%
      Net QoQ
      +2.5M sh
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      410
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      12.6M
      Days to cover
      4.2d
      Change
      -2.5M sh
      View
      Short Volume
      Short vol %
      44%
      As of
      Aug 19, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      61.8K
      Value
      $1.8M
      As of
      Jul 29, 2026
      View
      Off-Exchange
      Off-exchange %
      40.8%
      Week of
      Jul 13, 2026
      Off-exch Lit
      View
      Smart Money
      Congressional Trades Sell
      Member
      Christopher L. Jacobs
      Amount
      $1.0K–$15.0K
      Traded
      Jul 18, 2022
      View
      Financials
      Financials
      Revenue (FY)
      $3.2B
      Net income (FY)
      $648.0M
      EPS diluted
      $5.64
      View
      Buybacks
      Authorized
      $500.0M
      Remaining
      $404.0M
      Spent Remaining
      View
      Filings
      SEC Filings
      Latest
      10-Q
      Filed
      Aug 6, 2026
      This year
      24
      View
      Proposed Sales
      Value
      $117.3K
      Shares
      3.6K
      Filed
      May 18, 2026
      View
      Earnings & Events
      Earnings Calls
      Last call
      Jul 16, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      SM +11.5% +8.9% +71.0% +11.1% +93.3%
      SPY -0.4% +2.9% +11.6% +3.0% +12.8%
      vs SPY +11.9% +6.0% +59.5% +8.2% +80.5%

      Capital returns

      Latest dividend
      $0.22 / share · ex Jun 8, 2026
      Raised 10%
      Paid (TTM)
      $0.84 / share · 4 payouts
      Dividend yield (TTM, derived)
      2.32%
      Buyback program · as of Jun 30, 2026
      Authorized
      $500.00M
      Spent (derived)
      $96.00M
      Remaining
      $404.00M
      Spent Remaining

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 893538 CUSIP 78454L100 13F (30d) 451 filings 429 filers Visit website Investor relations

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