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SMSM Energy CompanyBuy Wait7.5·$28.75+0.17%
Buy WaitModerate Confidence
Investment thesis

SM Energy delivered 73% revenue growth with 1000% free cash flow conversion and beat earnings in 3 of the last 4 quarters, but trades at a forward price-to-earnings ratio of 3.6 times that may reflect commodity-cycle peak earnings which could mean-revert sharply if oil and gas prices decline.

Thesis pillars

  • Exceptional Growth Cash ConversionImproving
  • Commodity Cycle Peak RiskImproving
  • Strong Earnings Beat RecordDeteriorating
  • +1 more pillar — see the Why tab for full reasoning

Full reasoning →

Open full analysis

SM Energy Company (SM) Stock Analysis

Temporary headwind edge

Buy WaitValueGrowthQualityModerate Confidence

Energy · Oil & Gas E&P

Wait for pullback to $28.19. Weak momentum; also recent C-suite change — blocks BUY_NOW at $28.75. Engine's entry $28.19 (Default 5pct Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risk: Negative momentum.

SM Energy Company, an independent energy company, engages in the acquisition, exploration, development, and production of oil, gas, and natural gas liquids in the United States. The company holds working interests in oil and gas producing wells in the Midland Basin, South Texas,... Read more

$28.75+19.7% A.UpsideScore 7.5/10#4 of 48 Oil & Gas E&P
QualityF-score7 / 9FCF yield23.81%
IncomeYield3.07%(5y avg 1.52%)Payout18.44%sustainable
Entry $28.19(Default 5pct Sticky)Stop $25.08Target $34.56(analyst − 10%)A.R:R 1.8:1
Analyst target$38.40+33.6%15 analysts
$34.56our TP
$28.75price
$38.40mean
$52

Wait for pullback to $28.19. Weak momentum; also recent C-suite change — blocks BUY_NOW at $28.75. Engine's entry $28.19 (Default 5pct Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risk: Negative momentum. Chart setup: No clear chart pattern; technical signals are mixed. V9 Gate blocked: Momentum 2.9 < 4.5 minimum. Wait for improvement. Score 7.5/10, moderate confidence.

Passes 7/9 gates (favorable risk/reward ratio, clean insider activity, news events none recent, earnings proximity 86d clear, semi cycle peak clear, materials cycle peak clear, sector concentration cap sector=energy 2/10). Fails on weak momentum. Suitability: moderate.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-08-09
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Mon, Nov 2, 202686d to earnings· next earnings call

Thesis

Rewards
Strong earnings beat streak (3/4)
Strong overall score: 7.5/10
High-quality business
Risks
Negative momentum

Key Metrics

P/E (TTM)5.1
P/E (Fwd)3.9
Mkt Cap$6.9B
EV/EBITDA3.9
Profit Mgn18.6%
ROE16.1%
Rev Growth227.8%
Beta0.74
Dividend3.07%
Rating analysts23

Quality Signals

Piotroski F7/9MoatNarrow

Options Flow

P/C0.81neutral
IV72%elevated

Material Events(8-K, last 90d)

  • 2026-06-01Item 1.02MEDIUM
    SM Energy redeemed all $419,235,000 aggregate principal of its 6.75% Senior Notes due 2026 on June 1, 2026, satisfying all remaining Indenture obligations; notes and related guarantees cancelled upon settlement.
    SEC filing →
  • 2026-05-22Item 5.02LOW
    SM Energy amended the Change of Control Executive Severance Agreement for CEO Elizabeth A. McDonald on May 21, 2026, providing 3x base salary plus target bonus upon qualifying termination within 2.5 years of a change of control; no departure or new appointment.
    SEC filing →
  • 2026-05-12Item 1.02MEDIUM
    SM Energy redeemed all $400,000,000 aggregate principal of its 5.000% Senior Notes due 2026 on May 11, 2026, satisfying all remaining Indenture obligations; notes and related guarantees cancelled upon settlement.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 floor-breaker·2 ceiling hits

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Macd
0.0
Obv
1.0
Ma Position
4.0
Volume
4.1
Rsi
5.5
Volume distribution (falling OBV)Above 200-day MA
GatesMomentum 2.9<4.5Executive change: officer departure/appointmentA.R:R 1.8 ≥ 1.5Insider activity: OKNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 86d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSECTOR CONCENTRATION CAP sector=Energy 2/10Suitability: Moderate
RSI
41 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $28.20Resistance $34.20

Price Targets

$25
$28
$35
A.Upside+19.7%
A.R:R1.8:1

Position Sizing

ConvictionHigh conviction
Suggested %3%
Max %6%
RegimeSteady

Risk Alerts

! Momentum 2.9 < 4.5 minimum
! momentum at 2.9 (below the engine's 4.5 threshold)

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-11-02 (86d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is SM stock a buy right now?

Wait for pullback to $28.19. Weak momentum; also recent C-suite change — blocks BUY_NOW at $28.75. Engine's entry $28.19 (Default 5pct Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risk: Negative momentum. Chart setup: No clear chart pattern; technical signals are mixed. V9 Gate blocked: Momentum 2.9 < 4.5 minimum. Wait for improvement. Target $34.56 (+20.2%), stop $25.08 (−14.6%), A.R:R 1.8:1. Score 7.5/10, moderate confidence.

What is the SM stock price target?

Take-profit target: $34.56 (+19.7% upside). Target $34.56 (+20.2%), stop $25.08 (−14.6%), A.R:R 1.8:1. Stop-loss: $25.08.

What are the risks of investing in SM?

Negative momentum.

Is SM overvalued or undervalued?

SM Energy Company trades at a P/E of 5.1 (forward 3.9). TrendMatrix value score: 9.3/10. Verdict: Buy (Wait for Entry).

What do analysts say about SM?

23 analysts cover SM with a consensus score of 3.9/5. Average price target: $38.

What does SM Energy Company do?SM Energy Company, an independent energy company, engages in the acquisition, exploration, development, and production...

SM Energy Company, an independent energy company, engages in the acquisition, exploration, development, and production of oil, gas, and natural gas liquids in the United States. The company holds working interests in oil and gas producing wells in the Midland Basin, South Texas, Uinta Basin, and DJ Basin. The company was formerly known as St. Mary Land & Exploration Company and changed its name to SM Energy Company in May 2010. SM Energy Company was founded in 1908 and is headquartered in Denver, Colorado.

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