SOC
Sable Offshore Corp.$3.08 −0.05 (−1.60%)
Oct 27 4:00 PM ET · prev $3.13
Market cap
$625.5M
Small cap
Consensus
Buy
78% Buy or better · 9 analysts
Median target
$10.00
+225% · range $8.00–11.00
Next earnings
Nov 11
in 15 days
1 year
−76.3%
from $13.02 · Oct 28
30 days
−13.7%
from $3.57
52-week range
$3.04–18.45
−83% from high · low Oct 22
Avg volume 20D
6.54M
shares / day
Short interest
54.39M
≈28.4% of shares · +0.4%
Days to cover
8.2
at average volume
Insider net
−$19.1M
0 buyers · 4 sellers · 12 mo
New fund stakes
0
Q2 2026 13F · 1 exit
SecBot read MIXED 2 reports · 90 days
Balance 0 bearish · 0 bullish · 2 neutral oldest → newest, height = score
Avg score ·High conf. 1/2 ·Next Earnings date, Nov 11, 2026
Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
No data for this timeframe.
- S Mar 31 3 insiders sell $14.0M at $16.69
- S Apr 28 to Apr 29 2 days of insider sells: $5.1M by 4 insiders, avg $13.44
- R Jun 22 Sable Offshore Corp. entered into a Third Amendment with Exxon Mobil…
- R Jun 30 Sable Offshore Corp. files a preliminary prospectus supplement for a…
- R Jun 30 Sable Offshore Corp. is offering $300M in convertible senior notes d…
- R Jul 1 Sable Offshore is conducting a dilutive refinancing: offering 32.5M…
- R Jul 2 Sable Offshore Corp. is offering $300M of 6.5% convertible senior no…
- A Oct 5 William Blair initiates
Signal stack
Where each data set points today.
- InsidersBEARISH
4 insiders sold $19.1M.
- InstitutionsBULLISH
Q2 2026: 28 added (0 new), 7 trimmed or exited.
- AnalystsBULLISH
7 of 9 rate it Buy or better. Every target is above the price.
- Short sellersSTEADY
Short interest +0.4% to 54.39M shares. 8.2 days to cover, ≈28.4% of shares.
- TrendDOWNTREND
25% below its 50-day average. New closing low $3.04 on Oct 22.
- SocialQUIET
Crowd 50° (neutral) this week from 4 mentions: 0 bullish, 0 bearish. No setup call.
Who's buying
13F· Q2 20260
new positions
1
exit
| Fund | Move | Value |
|---|---|---|
| STATE STREET CORP | ADD | $24.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | ADD | $10.5M |
| CITADEL ADVISORS LLC | DOUBLED | $9.8M |
| Verition Fund Management LLC | ADD | $9.2M |
| GOLDMAN SACHS GROUP INC | ADD | $8.2M |
| BARCLAYS PLC | DOUBLED | $2.9M |
| BANK OF AMERICA CORP /DE/ | TRIM | $2.8M |
| TORONTO DOMINION BANK | DOUBLED | $924.0K |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
9 analysts 78% rate it Buy or better
12-month targets · 5 analysts
$3.08 $8.00 $10.00 $11.00
Price is below the lowest target. Median implies +225%.Targets as of Oct 27, 2026.
Recent actions
| Date | Firm | Rating |
|---|---|---|
| Oct 5, 2026 | William Blair INITIATE | Outperform |
| Oct 2, 2026 | JP Morgan INITIATE | Overweight |
| Sep 30, 2026 | Roth Capital MAINTAIN | Buy |
| Jul 6, 2026 | Jefferies MAINTAIN | Buy |
| Jul 1, 2026 | Roth Capital MAINTAIN | Buy |
Washington
Insider ledger
Form 4$0
bought · 0 insiders
$19.1M
sold · 4 insiders
| Date | Insider | Type | Value |
|---|---|---|---|
| May 6, 2026 | Sarofim Christopher Binyon Director | AWARD | 25,000 sh |
| May 6, 2026 | Dillard Michael E. Director | AWARD | 50,000 sh |
| May 6, 2026 | Pipkin Gregory Phillip Director | AWARD | 50,000 sh |
| Apr 29, 2026 | FLORES JAMES C Chairman & CEO | EXERCISE | 175,000 sh |
| Apr 29, 2026 | FLORES JAMES C Chairman & CEO | SELL | $933.1K |
| Apr 29, 2026 | Duenner Anthony See Remarks | EXERCISE | 100,000 sh |
| Apr 29, 2026 | Duenner Anthony See Remarks | SELL | $533.2K |
| Apr 29, 2026 | Patrinely Gregory D. EVP, CFO | EXERCISE | 100,000 sh |
Earnings setup
EstimatesNov 11
reports in 15 days
Revision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | $0.28 | $0.14–$0.42 | +75.0% | $200.0M |
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Upcoming
Recent
Oct 21, 2026
Press release
Kuehn Law Encourages Investors of Sable Offshore Corp to Contact Law Firm
NEW YORK, Oct. 21, 2026 /PRNewswire/ -- Kuehn Law, PLLC, a shareholder litigation law firm, is investigating whether certain officers and directors…
Sep 11, 2026
Press release
Sable Offshore Investigation Initiated: Kahn Swick & Foti, LLC Investigates the Officers and Directors of Sable Offshore Corp. - SOC
NEW YORK and NEW ORLEANS, Sept. 11, 2026 /PRNewswire/ -- Former Attorney General of Louisiana, Charles C. Foti, Jr., Esq., a partner at the law firm…
Aug 10, 2026
Earnings date
SOC Q2 2026 Earnings Scheduled — 2026-08-10
Jul 28, 2026
Press release
Kuehn Law Encourages Investors of Sable Offshore Corp to Contact Law Firm
NEW YORK, July 28, 2026 /PRNewswire/ -- Kuehn Law, PLLC, a shareholder litigation law firm, is investigating whether certain officers and directors…
Jul 15, 2026
Short interest
Short Interest: SOC up 54% to 45.1M shares
Settlement 2026-07-15 | Days to cover: 2.04 | ≈24.66% of shares outstanding (est.)
Short side
FINRA· Oct 15, 202654,394,946
shares short
+0.4%
vs prior settlement
8.2
days to cover
≈28.4%
of shares outstanding
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 21, 2026 Other
Oct 19, 2026 SEC Kuehn Law Encourages Investors of Sable Offshore Corp to Contact Law Firm
NEW YORK, Oct. 21, 2026 /PRNewswire/ -- Kuehn Law, PLLC, a shareholder litigation law firm, is inves
Bank of Nova Scotia (Scotiabank) filed a Schedule 13G on October 19, 2026, disclosing a 5.49% passive stake in Sable…
SC 13G — Impact 3/10
Encompass Capital Advisors LLC and related entities filed an amended Schedule 13G on October 8, 2026, disclosing a…
SC 13G/A — Impact 3/10
Sable Offshore Corp. files a preliminary prospectus supplement for a $100M common stock offering, cross-conditioned…
424B5 — Impact 6/10
Jun 30, 2026 Inst.
STATE STREET CORP — ADD
7,822,902 shares ($24.1M)
Jun 30, 2026 Inst.
SUSQUEHANNA INTERNATIONAL GROUP, LLP — ADD
3,417,408 shares ($10.5M)
Jun 17, 2026 Event
Sable Offshore Corp. v. Cal. Coastal Com.
Court ruling from California Court of Appeal. Docket: B347601
May 6, 2026 Insider
Sarofim Christopher Binyon was granted 25,000 shares
Director
Reddit mentions per day, 14 days
Crowd this week 50° Neutral 0 bullish · 0 bearish
Mentions, 7 days 4 0 in posts · 4 in comments
Recent comments
Thanks for that. It's not the NADINA 5 yr data, which hasn't matured. It's 5yr pooled data from various trials and case studies. I didn't check if the phase 2 Prado trial was in the mix but it probably is. My estimate of 70% RFS at 5 yr wasn't off by much. OS is a hugely important endpoint but I think we're getting good at keeping people alive even though they're seeing cancer come back.
Costs & prep timing aside (huge handwave), the INT effects were genuinely impressive added to pembro. I don
LMAO. You haven't seen it with Open AI?
Dude, do you know how much funding they've got, and "invested" in infrastructure, vs the revenue they've brought in?
OF COURSE they are subsidizing their costs with investor $$. WTF do you think Anthropic and OpenAI want to go IPO? Choose:
a) Because they are highly profitable companies and are valued on their profitability?
b) Because they are money losing, fast growing companies that need the IPO $$ to shovel into their cash "burn" to keep afloat?
P
I see, that’s an interesting example. I thought you were talking about A\\ and OpenAI subsidizing, which I haven’t seen evidence of.
Out of curiosity, example of a couple of the SOC agent companies you’re referring to?
Real world example. I work in the CyberSec industry, which is going crazy right now over AI.
In each segment, take AI Powered SOC agents, there's 2-5 DOZEN funded players, each funded with $10's of Millions of $$, and each using the VC $$ to subsidize the cost of the service to grab market share (and pay current token costs).
Imagine a new trucking company getting $10's of millions of VC dollars to go grab market share, and deciding to use part of that to subsidize fuel costs so that they are
SecBot reports
14 filings · 0 bullish · 8 bearish · 1 mixed · 5 neutral- NEUTRAL SC 13GOct 19, 2026
Bank of Nova Scotia (Scotiabank) filed a Schedule 13G on October 19, 2026, disclosing a 5.49%…
Monitor for any future conversion of this 13G to a 13D, which would signal a shift to activist intent. For now, the filing is routine and passive.
- NEUTRAL SC 13G/AOct 8, 2026
Encompass Capital Advisors LLC and related entities filed an amended Schedule 13G on October 8…
Monitor for any future conversion to Schedule 13D or increased activism, which would signal a change in investment strategy. No immediate catalyst from this passive filing.
- BEARISH 424B5Jul 1, 2026
Sable Offshore Corp. is offering $300M of 6.5% convertible senior notes due 2031, with an…
The entire refinancing package is cross-conditioned and contingent on closing all three tranches simultaneously. The key binary risk is the DPA Order litigation — a preliminary injunction against…
- BEARISH 424B5Jul 1, 2026
Sable Offshore is conducting a dilutive refinancing: offering 32.5M shares (~$100M gross) and…
The refinancing removes near-term default risk but significantly dilutes common shareholders. Monitor conversion of notes (potential further dilution at $4.00) and regulatory litigation (DPA order…
All SOC filing & press-release reports (14)
- SC 13G reportOct 19, 2026
- SC 13G/A reportOct 8, 2026
- 424B5 reportJun 30, 2026
- 424B5 reportJun 30, 2026
- 424B5 reportJul 1, 2026
- 424B5 reportJul 1, 2026
- 8-K reportJun 22, 2026
- COURT-RULING reportJun 17, 2026
- 8-K reportJun 16, 2026
- CLUSTER reportApr 29, 2026
- CLUSTER reportApr 29, 2026
- 8-K reportMay 6, 2026
- CLUSTER reportApr 28, 2026
- 8-K reportApr 20, 2026