SM ENERGY CO (SM) Forecast, Price Target & Analyst Ratings

NYSE:SM • US78454L1008

24.445 USD
+0.36 (+1.47%)
Last: Mar 4, 2026, 03:19 PM

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for SM ENERGY CO (SM).

Forecast Snapshot

Consensus Price Target

Price Target
$30.77
+ 25.87% Upside

Next Earnings Forecast

Earnings Estimate
Release DateApr 29, 2026
PeriodQ1 / 2026
EPS Estimate$0.88
Revenue Estimate1.468B

ChartMill Buy Consensus

Rating
75.24%
Weighted Analyst Rating Score

Price Target Details & History

Consensus Price Target and Range

Mean target
$30.77
Upside
+ 25.87%
From current price of $24.45 to mean target of $30.77, Based on 21 analyst forecasts
Low
$19.19
Median
$29.07
High
$51.45

Price Target Revisions

1 Month
-10.62%
3 Months
-18.10%

Price Target Summary

21 analysts have analysed SM and the average price target is 30.77 USD. This implies a price increase of 25.87% is expected in the next year compared to the current price of 24.445.
The average price target has been revised downward by 18.1% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

SM Current Analyst RatingSM Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 2 4 6 8

Analyst Ratings History

SM Historical Analyst RatingsSM Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 5 10 15 20

Analyst Ratings Consensus

ChartMill Buy Consensus
75.24%
SM was analyzed by 21 analysts. The buy percentage consensus is at 75. So analysts seem to be have mildly positive about SM.
In the previous month the buy percentage consensus was at a similar level.
SM was analyzed by 21 analysts, which is quite many. So the average rating should be quite meaningful.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-02-19Stephens & Co.Maintains Overweight -> Overweight
2026-01-26SusquehannaMaintains Neutral -> Neutral
2026-01-13RBC CapitalMaintains Sector Perform -> Sector Perform
2025-12-10KeybancMaintains Overweight -> Overweight
2025-10-20SusquehannaMaintains Neutral -> Neutral
2025-10-17Wells FargoMaintains Equal-Weight -> Equal-Weight
2025-10-09RBC CapitalMaintains Sector Perform -> Sector Perform
2025-09-15MizuhoMaintains Outperform -> Outperform
2025-08-01MizuhoMaintains Outperform -> Outperform
2025-07-23SusquehannaMaintains Neutral -> Neutral
2025-06-24Raymond JamesDowngrade Outperform -> Underperform
2025-06-16Wells FargoMaintains Equal-Weight -> Equal-Weight
2025-05-28Raymond JamesReiterate Outperform -> Outperform
2025-05-13MizuhoMaintains Outperform -> Outperform
2025-04-22SusquehannaMaintains Neutral -> Neutral
2025-04-21KeybancMaintains Overweight -> Overweight
2025-04-15Stephens & Co.Maintains Overweight -> Overweight
2025-03-25Wells FargoMaintains Equal-Weight -> Equal-Weight
2025-03-13JP MorganMaintains Neutral -> Neutral
2025-03-10Raymond JamesMaintains Outperform -> Outperform
2025-01-13Truist SecuritiesMaintains Hold -> Hold
2025-01-02Stephens & Co.Reiterate Overweight -> Overweight
2024-12-17Wells FargoMaintains Equal-Weight -> Equal-Weight
2024-12-16MizuhoMaintains Outperform -> Outperform
2024-12-04JP MorganDowngrade Overweight -> Neutral

Next Earnings Forecast Details

Next Earnings Details

Release DateApr 29, 2026
PeriodQ1 / 2026
EPS Estimate$0.88
Revenue Estimate1.468B
Revenue Q2Q73.82%
EPS Q2Q-49.94%
Number of Analysts16

Next Earnings Revisions

Revenue (1 Month)
59.07%
Revenue (3 Months)
76.12%
EPS (1 Month)
7.11%
EPS (3 Months)
-3.81%

Next Earnings Summary

SM is expected to report earnings on 4/29/2026. The consensus EPS estimate for the next earnings is 0.88 USD and the consensus revenue estimate is 1.47B USD.
The next earnings revenue estimate has been revised upward by 76.12% in the past 3 months. Upward revisions are a positive sign and indicate that analysts are more optimistic about the next earnings compared to 3 months ago.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2023 2024 2025 2026 2027 2028
Revenue
YoY % growth
SM revenue by date.SM revenue by date.
2.374B
-29.32%
2.69B
13.33%
3.154B
17.24%
6.843B
116.96%
7.558B
10.45%
7.398B
-2.12%
EBITDA
YoY % growth
SM ebitda by date.SM ebitda by date.
1.609B
-37.26%
1.835B
14.03%
2.029B
10.57%
4.169B
105.47%
4.744B
13.79%
5.224B
10.12%
EBIT
YoY % growth
SM ebit by date.SM ebit by date.
918.752M
-53.15%
1.026B
11.64%
822M
-19.86%
1.591B
93.55%
2.01B
26.34%
833.27M
-58.54%
Operating Margin
SM operating margin by date.SM operating margin by date.
38.70%38.13%26.06%23.25%26.59%11.26%
EPS
YoY % growth
SM eps by date.SM eps by date.
5.93
-18.54%
6.79
14.50%
5.42
-20.18%
3.49
-35.69%
4.56
30.84%
4.26
-6.65%

All data in USD

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q1 / 26 Q2 / 26 Q3 / 26 Q4 / 26 Q1 / 27 Q2 / 27 Q3 / 27 Q4 / 27
EPS
Q2Q % growth
0.88
-49.94%
0.69
-54.29%
0.98
-26.50%
1.10
32.69%
1.13
28.02%
0.99
44.97%
1.09
11.16%
1.18
7.09%
Revenue
Q2Q % growth
1.468B
73.82%
1.753B
121.08%
1.805B
122.40%
1.737B
146.38%
1.966B
33.92%
1.93B
10.10%
1.986B
10.03%
2.022B
16.41%
EBITDA
Q2Q % growth
894.03M
58.68%
1.018B
30.60%
964.41M
-11.46%
894.96M
-32.10%
782.23M
-12.51%
750.99M
-26.23%
767.52M
-20.42%
786.7M
-12.10%
EBIT
Q2Q % growth
310.36M
5.74%
351.61M
62.33%
414.77M
106.35%
460.91M
315.23%
453.5M
46.12%
400.43M
13.88%
430.48M
3.79%
458.17M
-0.59%

All data in USD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

SM Yearly Revenue VS EstimatesSM Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2B 4B 6B
SM Yearly EPS VS EstimatesSM Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 0 2 -2 4 6

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
-7.73%
EPS Next 5 Year
N/A

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
30.24%
Revenue Next 5 Year
N/A

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
76.86%
EBIT Next 5 Year
N/A
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

SM ENERGY CO / SM Forecast FAQ

What do analysts expect the price target to be for SM ENERGY CO (SM)?

21 analysts have analysed SM and the average price target is 30.77 USD. This implies a price increase of 25.87% is expected in the next year compared to the current price of 24.445.


What is the next earnings date for SM stock?

SM ENERGY CO (SM) will report earnings on 2026-04-29.


What are the consensus estimates for SM ENERGY CO (SM) next earnings?

The consensus EPS estimate for the next earnings of SM ENERGY CO (SM) is 0.88 USD and the consensus revenue estimate is 1.47B USD.


How do analysts rate SM ENERGY CO (SM)?

The consensus rating for SM ENERGY CO (SM) is 75.2381 / 100 . This indicates that analysts generally have a positive outlook on the stock.