SOC
Sable Offshore Corp.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- 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.
- 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 2026| 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 analystsPrice is below the lowest target. Median implies +226%.Targets as of Oct 27, 2026.
| 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| 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
EstimatesRevision 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 | |||
Short side
FINRA· Oct 15, 2026SecBot 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