SM · SM Energy Co

Track SM — free

$33.75 +1.33 (+4.10%) At close · Aug 14

Market Cap

$7.71B

237.85M

Up next

Next earnings call

Nov 6, 2026 Est · unconfirmed · in 12 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 14.3 · calm Equity put/call 0.52

Technical

price trend

Strong Buy

50 / 200-day cross No cross

Price vs 200-day avg +33%

above

Price vs 50-day avg +13%

above

RSI (14) 62

neutral

MACD trend Positive

52-week position 94%

near high

Momentum

relative strength

Very Strong

1-month return +8%

trailing

6-month return +48%

trailing

YTD return +80%

this year

Relative strength +35%

vs S&P · 6-mo

Sentiment

smart money

Neutral

Trend (MA cross) No cross

50d $30 › 200d $25 — 50d above 200d

Institutional flow Distributing

-7% holders QoQ · +67 funds added

Insider flow Distributing

Net -$834.3K over 90 days · 100% sells

Short interest Falling

5.31% of float · ▼ -16.7% MoM · 4.2 days cover

Volume signal Normal

Volume near normal

Institution breadth Steady

485 holders — mid 3-yr range

Squeeze score 65

elevated · 0–100

Fundamentals

Strong

Revenue growth +17%

Y/Y

EPS growth −15%

Y/Y

Valuation P/E 6.4

below peers

Buyback $404.0M

remaining

Balance sheet $2.2B

net debt

Quant / Vol

risk profile

Very High

Volatility 52%

annualized · 1-yr

Max drawdown −39%

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 Aug 5, 2026

3Q 2026

Capital Expenditures Non-GAAP $740M – $790M

Lease Operating Expense $7 – $7

Production Taxes (% of oil, gas and NGL revenue) 6%

Transportation $4 – $4

Ad Valorem Taxes $1

DD&A $14 – $15

Full Year 2026

Capital Expenditures Non-GAAP $2.65B – $2.85B

Recurring G&A $230M – $250M

Exploration Expense $100M

Cash Taxes (75–80/Bbl WTI) $20M – $30M

Cash Taxes (80–85/Bbl WTI) $30M – $50M

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

+33% Bullish

Price vs 50-day avg

+13% Bullish

RSI (14)

62 Neutral

MACD trend

Positive Bullish

52-week position

94% Bullish

Market signals — smart money & positioning

Bearish · 2 of 6

Trend (MA cross) No cross

50d $30 › 200d $25 — 50d above 200d

Institutional flow Distributing

-7% holders QoQ · +67 funds added

Insider flow Distributing

Net -$834.3K over 90 days · 100% sells

Short interest Falling

5.31% of float · ▼ -16.7% MoM · 4.2 days cover

Volume signal Normal

Volume near normal

Institution breadth Steady

485 holders — mid 3-yr range

Price context

position in its 52-week range

Range low $18 Now $34 · 94% Range high $35

vs 200-day avg +33% vs 50-day avg +13%

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
Realized price (before the effect of net derivative settlements): Gas (per Mcf)	$0.17	the three months ended June 30, 2026	—

Realized price (before the effect of net derivative settlements): NGLs (per Bbl)	$24.69	the three months ended June 30, 2026	—

Realized price (before the effect of net derivative settlements): Oil (per Bbl)	$96.85	the three months ended June 30, 2026	—

Realized price (including the effect of net derivative settlements): Gas (per Mcf) non-GAAP	$1.54	the three months ended June 30, 2026	—

Realized price (including the effect of net derivative settlements): NGLs (per Bbl) non-GAAP	$24.83	the three months ended June 30, 2026	—

Realized price (including the effect of net derivative settlements): Oil (per Bbl) non-GAAP	$80.62	the three months ended June 30, 2026	—

Capital expenditures before changes in accruals non-GAAP	$672M	First Quarter 2026	—
GAAP → non-GAAP reconciliation GAAP Capital expenditures (GAAP) 555M +117M Changes in capital expenditure accruals = Capital expenditures before changes in accruals 672M
Operating cash flow before net change in working capital non-GAAP	$692M	First 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	$7.71B	+80.5%	+17.2%	6.4	5.3%
COP Conocophillips	$152.31B	+35.4%	+7.7%	16.8	1.5%
CNQ CANADIAN NATURAL RESOURCES Ltd	$98.89B	+41.7%	—	—	2.4%
EOG Eog Resources Inc	$74.80B	+35.8%	-4.5%	11.1	3.1%
OXY Occidental Petroleum Corp /De/	$58.53B	+41.9%	-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

485

% held: 98.1%
Net QoQ: +2.1M sh
Top holder: BlackRock, Inc.

Held Float

View

Held by Funds

Fund positions

561

View

Short & Settlement

Short Interest Falling

Shares short

12.6M

Days to cover: 4.2d
Change: -2.5M sh

View

Short Volume

Short vol %

66%

As of: Aug 14, 2026

Short Total

View

Fails to Deliver

FTD shares

899

Value: $26.9K
As of: Jul 14, 2026

View

Off-Exchange

Off-exchange %

45.7%

Week of: Jul 6, 2026

Off-exch Lit

View

Smart Money

Insider Trades Net selling

Net (90d)

-$834.3K

Buyers / Sellers: 0 / 1

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

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

Aug 5, 2026

View

Performance

	5D	20D	120D	MTD	YTD
SM	+16.9%	+7.8%	+48.4%	+3.8%	+80.5%
SPY	+0.4%	+4.5%	+13.8%	+3.9%	+13.9%
vs SPY	+16.5%	+3.3%	+34.6%	-0.1%	+66.6%

Capital returns

Latest dividend

$0.22 / share · ex Jun 8, 2026

Raised 10%

Paid (TTM)

$0.84 / share · 4 payouts

Dividend yield (TTM, derived)

2.49%

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) 473 filings 451 filers Visit website Investor relations

SM · SM Energy Co

Price & Indicators

Up next

AI Brief

Equibles Rating

Guidance & track record

Technicals

Key metrics

Versus peers

At a glance

Performance

Capital returns