Sable Offshore (SOC) News Today

Sable Offshore Corp. (NYSE: SOC) is trading lower after a wave of analyst estimate changes and heavy volume. Roth Capital’s update mixed near-term cuts with longer-term raise(s): the firm trimmed several 2025–2026 quarter and full-year EPS forecasts (pressuring sentiment) while boosting some 2027 quarterly and FY2027 estimates and keeping a Buy rating with a $28 target (supportive longer‑term). The combination of nearer-term outlook downgrades and active selling explains today’s share weakness.

• Positive Sentiment: Roth Capital raised multiple 2027 quarterly estimates and increased its FY2027 forecast (improving the longer-term earnings outlook). Roth Capital Decreases Earnings Estimates for Sable Offshore (10/16)
• Neutral Sentiment: Roth Capital retained a Buy rating and a $28 price target despite the revisions — a floor for some investors but not enough to offset short-term concerns. Roth Capital Reduces Earnings Estimates for Sable Offshore (10/17)
• Negative Sentiment: Roth Capital cut near-term EPS estimates (Q3/Q4 2025, FY2025 and several 2026 quarters), lowering FY2025 and FY2026 expectations — a key reason for today's selling pressure as short‑term profitability looks weaker. Roth Capital Reduces Earnings Estimates for Sable Offshore (10/17)
• Negative Sentiment: Market commentary highlighted a ~9% intraday drop and asked whether investors should sell, amplifying momentum-driven outflows and higher-than-normal volume today. Sable Offshore (NYSE:SOC) Trading Down 9.4% - What's Next? (10/16)