SM · SM Energy Co

Track SM — free

$34.48 +0.70 (+2.07%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$8.07B

237.85M

Volume · Oct 1 927.15K Avg daily vol (3M) 3.9M

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Latest filing: 10-Q

filed Aug 6, 2026

Q1 2026 earnings call transcript

call held May 7, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

View all 115 metrics

Revenue (TTM)

$5.50B

Trailing 12 months

Net income (TTM)

$1.00B

Trailing 12 months

Revenue growth YoY

+215.3%

Year over year

Operating margin

29.6%

Trailing 12 months

P / E (TTM)

6.7

Trailing earnings · reciprocal yield 15.0%

FCF yield

—

TTM · current market cap

Return on invested capital

—

Trailing 12 months

Net cash

—

Latest balance sheet

Dividend yield

—

Trailing 12 months

Shares change YoY

+108.7%

Year over year · more shares

Price change (1Y)

+35.3%

Trailing year

Short interest

5.7%

Latest settlement · 3.8 days to cover

View all 115 metrics

Equibles Rating

blended score · not investment advice

Overall

Neutral

SellHoldBuy

Technical Neutral Momentum Strong Sentiment Bearish Fundamentals Strong Quant / Vol Very High

Market backdrop VIX 16.3 · calm Equity put/call 0.53

Technical

price trend

Neutral

50 / 200-day cross No cross

Price vs 200-day avg +20%

above

Price vs 50-day avg −3%

below

RSI (14) 43

neutral

MACD trend Negative

52-week position 68%

mid-range

Momentum

relative strength

Strong

1-month return −11%

trailing

6-month return +19%

trailing

YTD return +81%

this year

Relative strength +7%

vs S&P · 6-mo

Sentiment

smart money

Bearish

Trend (MA cross) No cross

50d $35 › 200d $28 — 50d above 200d

Institutional flow Distributing

-4% holders QoQ · +70 funds added

Insider flow Distributing

Net -$787.6K over 90 days · 100% sells

Short interest Rising

5.67% of float · ▲ +5.3% MoM · 3.8 days cover

Volume signal Normal

Volume near normal

Institution breadth Steady

500 holders — mid 3-yr range

Squeeze score 63

elevated · 0–100

Fundamentals

Strong

Revenue growth +17%

Y/Y

EPS growth −15%

Y/Y

Valuation P/E 6.7

below peers

Buyback $404.0M

remaining

Balance sheet $1.7B

net debt

Quant / Vol

risk profile

Very High

Volatility 52%

annualized · 1-yr

Max drawdown −32%

past year

ATR 4.4%

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

what management promised — and delivered

Latest guidance · from the 8-K filed May 6, 2026

Lease Operating Expense · Full Year 2026 Initiated $7 – $7

Transportation · Full Year 2026 Initiated $4 – $4

DD&A · Full Year 2026 Initiated $13 – $15

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

Technicals

trend & momentum for long-term holders Neutral

1 · 4 · 1

50 / 200-day cross

No cross Neutral

Price vs 200-day avg

+20% Bullish

Price vs 50-day avg

−3% Neutral

RSI (14)

43 Neutral

MACD trend

Negative Bearish

52-week position

68% Neutral

Market signals — smart money & positioning

Bearish · 3 of 6

Trend (MA cross) No cross

50d $35 › 200d $28 — 50d above 200d

Institutional flow Distributing

-4% holders QoQ · +70 funds added

Insider flow Distributing

Net -$787.6K over 90 days · 100% sells

Short interest Rising

5.67% of float · ▲ +5.3% MoM · 3.8 days cover

Volume signal Normal

Volume near normal

Institution breadth Steady

500 holders — mid 3-yr range

Price context

position in its 52-week range

Range low $18 Now $34 · 68% Range high $41

vs 200-day avg +20% vs 50-day avg -3%

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	$1.4B	the three months ended June 30, 2026 filing	—

GAAP → non-GAAP reconciliation GAAP Net income (GAAP) 1.07B +111M Interest expense +318M Income tax expense +592M Depletion, depreciation, and amortization +18M Exploration +7M Stock-based compensation expense -272M Net derivative (gain) loss -220M Net derivative settlement gain (loss) -262M Gain on divestiture activity +37M Transaction and integration costs +6M Other, net = Adjusted EBITDAX 1.41B
Average net daily equivalent production	439.7	the three months ended June 30, 2026 filing	—
Average net daily equivalent production (DJ Basin)	118.8	the three months ended June 30, 2026 filing	—
Average net daily equivalent production (Permian Basin)	233.5	the three months ended June 30, 2026 filing	—
Average net daily equivalent production (South Texas)	47.4	the three months ended June 30, 2026 filing	—
Average net daily equivalent production (Uinta Basin)	40.1	the three months ended June 30, 2026 filing	—

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	$8.07B	+80.6%	+17.2%	6.7	5.7%
COP Conocophillips	$150.96B	+33.7%	+7.7%	16.6	1.3%
CNQ CANADIAN NATURAL RESOURCES Ltd	$98.26B	+39.1%	—	—	8.9%
EOG Eog Resources Inc	$73.62B	+31.2%	-4.5%	10.9	3.0%
OXY Occidental Petroleum Corp /De/	$56.84B	+34.5%	-1.9%	8.7	2.2%

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

500

% held: 98.5%
Net QoQ: +3.0M sh
Top holder: BlackRock, Inc.

Held Float

View

Held by Funds

Fund positions

429

View

Short & Settlement

Short Interest Rising

Shares short

13.5M

Days to cover: 3.8d
Change: +679.7K sh

View

Short Volume

Short vol %

72%

As of: Sep 30, 2026

Short Total

View

Fails to Deliver

FTD shares

32.8K

Value: $1.2M
As of: Sep 14, 2026

View

Off-Exchange

Off-exchange %

44.8%

Week of: Aug 24, 2026

Off-exch Lit

View

Smart Money

Insider Trades Net selling

Net (90d)

-$787.6K

Buyers / Sellers: 0 / 2

Buyers Sellers

View

Congressional Trades Sell

Member

Christopher L. Jacobs

Amount: $1.0K–$15.0K
Traded: Jul 18, 2022

View

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

8-K

Filed: Sep 4, 2026
This year: 25

View

Proposed Sales

Value

$647.9K

Shares: 17.5K
Filed: Aug 21, 2026

View

Earnings & Events

Earnings Calls

Last call

Jul 8, 2026

View

Performance

	5D	20D	120D	MTD	YTD
SM	-1.5%	-11.2%	+19.2%	-9.1%	+80.6%
SPY	-0.7%	+0.1%	+12.2%	-0.6%	+11.8%
vs SPY	-0.9%	-11.3%	+7.1%	-8.6%	+68.8%

Capital returns

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) 10 filings 10 filers Visit website Investor relations

SM · SM Energy Co

Price & Indicators

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Metrics snapshot

Equibles Rating

Guidance & track record

Technicals

Key metrics

Versus peers

At a glance

Performance

Capital returns