SM Energy Company (SM) is attracting investor attention: Here is what you should know
The article highlights that SM Energy Company (SM) is gaining investor attention. It suggests readers should be aware of key information regarding the company. Without further content, specific details attracting investors are not provided.
Caturus expands Gulf Coast gas platform with SM Galvan Ranch acquisition
Caturus has announced the acquisition of SM Energy Company's Galvan Ranch assets, which include 60,000 net acres in South Texas and contribute approximately 250 MMcfe/d of production. This acquisition expands Caturus's footprint in the Eagle Ford and Austin Chalk, bringing their total Gulf Coast net acreage to over 275,000 and proforma net production to 950 MMcfe/d. The move also supports Caturus's "wellhead-to-water" strategy, aiming to supply low-nitrogen natural gas to key LNG hubs and progressing towards a Final Investment Decision for its Commonwealth LNG export facility in Q1 2026.
SM Energy (SM) Completes Merger with Civitas Resources
SM Energy (NYSE: SM) has completed its all-stock merger with Civitas Resources, creating a larger independent oil and gas producer. The deal, valued at $12.8 billion including debt, is expected to generate $200 million to $300 million in annual synergies and significantly boost SM Energy's total output and revenue in 2026. The combined company now holds extensive acreage across major U.S. shale basins, including the Permian and Denver-Julesburg.
SM Energy To Sell South Texas Assets to Caturus for $950 Million
Caturus Energy is set to acquire SM Energy's Galvan Ranch assets in South Texas for $950 million, a move expected to significantly expand Caturus' footprint in the Eagle Ford and Austin Chalk plays. The transaction includes approximately 61,000 net acres, 260 producing wells, and related facilities, with production anticipated to average 37,000 to 39,000 BOED in 2026. This sale largely enables SM Energy to achieve its goal of divesting over $1 billion in assets following its merger with Civitas Resources, aiming to reduce debt and strengthen its capital structure.
Price Over Earnings Overview: SM Energy
SM Energy Inc. (NYSE: SM) shares are currently trading at $23.52, showing a 0.53% increase in the current session. Over the past month, the stock has risen by 24.80%, although it decreased by 31.88% over the past year. The article highlights that SM Energy's P/E ratio is lower than the industry aggregate, suggesting it might be undervalued, but cautions against using P/E in isolation for investment decisions.
Stephens raises SM Energy stock price target to $49 on divestiture
Stephens has increased its price target for SM Energy (NYSE:SM) to $49 from $48, maintaining an Overweight rating. This decision follows SM Energy's successful divestiture of 61,000 net acres in the Eagle Ford for $950 million, achieving its divestiture target ahead of schedule. The company also announced a change in its auditing firm to Deloitte & Touche LLP and received credit rating upgrades from S&P Global Ratings and Fitch Ratings after its merger with Civitas.
Is SM Energy (SM) Pricing Reflect Its Volatile Share Performance And Earnings Multiple Today
SM Energy (SM) has shown volatile share performance, with significant short-term swings but declines over longer periods. Despite this, two valuation approaches suggest the stock is currently undervalued: a Discounted Cash Flow (DCF) analysis estimates an 84.9% undervaluation, and its Price-to-Earnings (P/E) ratio of 7.75x is well below the industry average and the company's estimated Fair Ratio. Investors are encouraged to use "Narratives" on Simply Wall St to create personalized financial forecasts and compare their valuations with market prices.
SM Energy to divest Galvan Ranch assets to Caturus for $950m
SM Energy has agreed to sell its Galvan Ranch assets in South Texas to Caturus Energy for $950 million in cash. The deal includes 61,000 net acres and 260 operational wells, with SM Energy planning to use the proceeds for debt reduction. Caturus Energy expects the acquisition to significantly expand its footprint in the Eagle Ford and Austin Chalk, increasing its pro forma net production and strengthening its position as a leading independent natural gas producer in the US.
SM Energy Divests Maverick Basin Assets to Deleverage Balance Sheet
SM Energy has agreed to sell approximately 61,000 net acres and 260 producing wells in its Maverick Basin position in South Texas to Caturus Energy for $950 million. The company plans to use the proceeds primarily for debt reduction, aiming to achieve its strategic goal of over $1 billion in asset sales to strengthen its capital structure. This divestment, expected to close in Q2 2026, will reorient SM Energy's asset base and bolster its financial flexibility.
SM Energy to Sell Webb County Maverick Basin Assets to Caturus for $950 Million
SM Energy has announced its agreement to sell approximately 61,000 net acres of its southern Maverick Basin assets in Webb County, Texas, to Caturus Energy for $950 million in cash. The transaction is expected to close in the second quarter of 2026, pending regulatory approvals. This sale aims to monetize non-core assets and support SM Energy's strategic focus.
Denver energy co. offloads assets to Texas firm led by former local executive
SM Energy Co. of Denver is selling $950 million of assets in Texas to Caturus, a Houston-based company. Caturus is backed and led by individuals familiar to Denver's oil industry. The asset sale was reported by the Denver Business Journal.
SM Energy to sell some Texas assets for $950 million
SM Energy Company announced the sale of some of its South Texas assets to Caturus for $950 million. The company, an independent energy producer, focuses on oil, gas, and natural gas liquid production primarily in the Midland Basin of West Texas and the Maverick Basin of South Texas. This sale reflects SM Energy's ongoing portfolio management and strategic adjustments within the energy sector.
Caturus to Acquire SM Energy’s Galvan Ranch Assets in South Texas
Caturus announced its acquisition of SM Energy's Galvan Ranch assets in South Texas, including 60,000 net acres and 250 MMcfe/d of production. This strategic move expands Caturus's footprint in the Eagle Ford and Austin Chalk, significantly increasing its operational scale and positioning it as a major natural gas producer with a "wellhead-to-water" strategy, further supported by its Commonwealth LNG project. The transaction is expected to close in Q2 2026.
Analysts Estimate SM Energy (SM) to Report a Decline in Earnings: What to Look Out for
SM Energy (SM) is projected to report a year-over-year decline in earnings and lower revenues for the quarter ended December 2025. While the consensus EPS estimate has seen a 9.14% upward revision recently, the company's Most Accurate Estimate is lower, resulting in a negative Earnings ESP of -10.58%. Combined with a Zacks Rank of #3, this suggests SM Energy is not a compelling candidate for an earnings beat according to Zacks' model.
SM Energy (SM) Sells South Texas Assets for $950M to Caturus
SM Energy (SM) has announced the sale of its South Texas assets to Caturus Energy for $950 million, a move aimed at reducing debt and improving its capital structure. The divested assets include 61,000 net acres and 260 producing wells, projected to yield 37,000-39,000 boe/day by 2026. This strategic sale allows SM Energy to streamline its operations while Caturus Energy plans to use the assets to supply low-nitrogen natural gas to Louisiana LNG hubs.
SM Energy to sell some South Texas assets to Caturus Energy in $950M deal (SM:NYSE)
SM Energy (SM) announced it will sell certain South Texas assets to Caturus Energy for $950 million in cash. The company stated that the deal aims to reduce debt and strengthen its capital structure. Following the announcement, SM Energy's stock saw a pre-market increase of 1.9%.
SM Energy to Sell South Texas Assets to Caturus Energy for $950 Million
SM Energy has announced the sale of its South Texas assets, comprising 61,000 net acres and 260 producing wells, to Caturus Energy for $950 million in cash. This divestiture aims to streamline SM Energy's portfolio, reduce debt, and strengthen its capital structure. The assets are projected to produce 37,000 to 39,000 barrels of oil equivalent per day in 2026 and generated approximately $160 million in asset-level cash flow in 2026.
SM Energy To Sell South Texas Assets To Caturus Energy For $950 Mln
SM Energy Co. announced an agreement to sell specific South Texas assets, including approximately 61,000 net acres and 260 producing wells, to Caturus Energy LLC for $950 million in cash. The transaction is slated to close in the second quarter of 2026 and SM Energy plans to use the proceeds primarily for debt reduction. These assets are projected to produce 37-39 MBoe/d in 2026 and generate about $160 million in asset-level cash flow.
SM Energy (SM) Stock Sinks As Market Gains: Here's Why
SM Energy (SM) stock experienced a decline while the broader market saw gains, primarily due to recent downward revisions in earnings estimates by analysts for the current and upcoming fiscal years. This negative revision trend, coupled with a Zacks Rank #4 (Sell), suggests potential underperformance for the stock in the near future.
A Look At SM Energy (SM) Valuation As It Sells Eagle Ford Assets After Civitas Merger
SM Energy (SM) is selling Eagle Ford natural gas assets following its merger with Civitas Resources, aiming to reduce debt and concentrate on its Permian operations. Despite a recent 15.63% rebound in share price over 30 days, the stock has experienced a 44.09% decline over the past year. The company is currently trading at $21.01, significantly below its fair value estimate of $31.42, suggesting it may be undervalued due to its strong technical expertise, growing drilling inventory, and potential for robust free cash flow.
SM Energy (SM) Declines More Than Market: Some Information for Investors
SM Energy (SM) declined by 4.06% in the latest trading session, underperforming the broader market indices. Despite this, the independent oil and gas company has seen its shares appreciate by 17.93% over the past month, outperforming its sector. Investors are anticipating the company's upcoming earnings report on February 25, 2026, with analysts forecasting a decline in EPS and revenue compared to the prior year.
SM Energy (SM) Declines More Than Market: Some Information for Investors
SM Energy (SM) recently closed down 4.06% at $21.01, underperforming broader market indices like the S&P 500, Dow, and Nasdaq. Despite this, the stock has seen a 17.93% appreciation over the past month, outperforming its sector and the S&P 500. Investors are anticipating its upcoming earnings report on February 25, 2026, with forecasts predicting a significant decline in EPS and revenue year-over-year.
Is SM Energy (SM) Pricing Reflect Its Cash Flow Outlook And Civitas Merger?
This article analyzes SM Energy's (SM) valuation using discounted cash flow (DCF) and price-to-earnings (P/E) ratios, suggesting the stock is significantly undervalued. It also introduces the concept of "Narratives" for investors to customize their valuation models, incorporating factors like the Civitas merger and varying growth assumptions. The analysis aims to help investors determine if SM Energy is truly undervalued or a value trap.
A New Chapter Begins as Civitas Resources Formally Merges with SM Energy
SM Energy has completed its merger with Civitas Resources, formally terminating Civitas's status as a publicly traded entity after filing a Form 15 with the SEC. This consolidation aims to double SM Energy's operational footprint, create a more efficient operator in key U.S. production regions, and achieve $200-$300 million in annual cost savings. Under the terms, Civitas shareholders received 1.45 shares of SM Energy common stock for each Civitas share, and SM Energy plans to divest at least $1 billion in assets.
Is SM Energy (SM) Pricing Reflect Its Cash Flow Outlook And Civitas Merger?
This article analyzes SM Energy (SM) using Discounted Cash Flow (DCF) and Price-to-Earnings (P/E) ratio models to assess its valuation. Both methods suggest the stock is undervalued, with the DCF model indicating an 85.1% undervaluation and the P/E ratio showing undervaluation compared to industry averages and Simply Wall St's Fair Ratio. The article also introduces "Narratives" for investors to customize valuation based on their own assumptions, considering factors like the Civitas merger.
SM Energy is seeking buyers for Eagle Ford natural gas assets, sources say
SM Energy is reportedly selling some of its natural gas assets in South Texas's Eagle Ford shale basin to reduce debt following its $13 billion merger with Civitas. The company aims to raise over $1 billion from divestitures within the first year of the merger, with the Eagle Ford assets expected to fetch more than $500 million. RBC Capital Markets has been hired to manage the auction of these assets, which produce around 250 million cubic feet equivalent of oil and gas per day.
PrimeEnergy Gains 35% in 3 Months: Time to Bet on the Stock or Wait?
PrimeEnergy Resources Corp (PNRG) has seen a 35% stock rally over the past three months, outperforming peers, driven by its strategic focus on oil and natural gas production in Texas and Oklahoma and a strong debt-free balance sheet. Despite potential headwinds from declining oil prices, projected increases in natural gas prices and LNG exports could support the company's gas and NGL production. The article suggests that while valuation looks attractive, commodity price uncertainty warrants caution, advising current investors to hold their positions.
SM Energy (NYSE:SM) Upgraded at TD Cowen
SM Energy (NYSE:SM) was upgraded to a "strong-buy" rating by TD Cowen, though overall analyst coverage remains mixed with a consensus "Hold" rating and an average price target of $33.20. The company's shares are currently trading around $21.23, with a market capitalization of $2.43 billion and a low P/E ratio of 3.35, while institutional investors hold a significant 94.56% stake. Several other firms have recently adjusted their price objectives and ratings for the independent energy firm.
SM Energy appoints Deloitte as new auditor, replacing Ernst & Young
SM Energy (NYSE:SM) has announced a change in its independent registered public accounting firm, dismissing Ernst & Young LLP and appointing Deloitte & Touche LLP for the fiscal year ending December 31, 2026. This transition will be effective after EY completes its audit for the year ended December 31, 2025. The company confirmed no adverse opinions or disagreements with EY during previous fiscal years or the interim period leading up to the change.
SM Energy appoints Deloitte as new auditor, replacing Ernst & Young
SM Energy Co (NYSE:SM) has announced the appointment of Deloitte & Touche LLP as its new independent registered public accounting firm, replacing Ernst & Young LLP (EY). The change will become effective after EY completes its audit for the fiscal year ending December 31, 2025. This decision was made by the Audit Committee of the Board of Directors on February 4, 2026, with no reported disagreements or adverse opinions from EY during previous fiscal years.
The Truth About SM Energy Company: Why Everyone Is Suddenly Watching This Stock
SM Energy Company is an oil and natural gas player in the US, drawing attention from value stock and energy investors. While not a viral social media phenomenon, its quiet growth and focus on a strong balance sheet and cash flow appeal to those interested in fundamentals rather than hype. The stock, ticker SM, is a pure energy play, meaning it experiences significant volatility tied to oil prices and requires active management.
The Truth About SM Energy Company: Why Everyone Is Suddenly Watching This Stock
SM Energy Company, an oil and natural gas player, is drawing quiet attention from value investors rather than meme stock traders. The article delves into why it's gaining traction, highlighting its pure energy focus, improved balance sheet, strong cash flow, and volatile stock performance. It concludes by advising investors to view SM as a strategic bet on US energy, not a general investment, due to its inherent risks and reliance on energy market cycles.
Strength Seen in SM Energy (SM): Can Its 5.3% Jump Turn into More Strength?
SM Energy (SM) shares climbed 5.3% to $20.04 in the last trading session, driven by strong volume and its oil-focused operations in the Permian, Uinta, and Eagle Ford basins. The company's recent merger with Civitas Resources solidifies its position as a leading independent oil producer, poised for sustained profitability as WTI crude hovers above $60 per barrel and global oil demand rises. Analysts expect SM Energy to report quarterly earnings of $0.73 per share and revenues of $766.12 million, despite a year-over-year decline, with positive revisions in EPS estimates suggesting potential for continued stock appreciation.
Assessing SM Energy (SM) Valuation After Recent Share Price Weakness And Long Term Return Gap
SM Energy (SM) is drawing attention due to recent share price weakness, despite positive long-term returns. The U.S. oil and gas producer, with a last close of US$18.93, has a value score of 5 and an intrinsic discount estimate of 93%, suggesting it may be undervalued. While a common narrative points to a fair value of $31.42, the company's valuation is subject to operational challenges like Uinta Basin bottlenecks.
SM Energy Co., Civitas Resources complete $12.1 billion merger
SM Energy Co. and Civitas Resources, both Denver-based oil and gas companies, have finalized a $12.1 billion merger after stockholders' approval. The combined entity will retain the SM Energy name, expand its footprint in shale basins including the Permian Basin, and aims to generate over $1 billion in free cash flow through divestitures in the next year. Beth McDonald has been appointed as the new President and CEO.
Assessing SM Energy (SM) Valuation After Recent Share Price Weakness And Long Term Return Gap
SM Energy (SM) is drawing attention due to recent share price weakness, including a 1-day decline and a 47.48% decline over the past year, despite a 71.71% gain over five years. The stock, currently trading at US$18.93, is considered 39.7% undervalued with a fair value of $31.42, according to the most followed narrative. This valuation is based on the company's operational excellence, marked by increased net proved reserves and production, improved margins, and flat share count.
SM Energy upgraded to ’BB’ by S&P following Civitas merger
S&P Global Ratings has upgraded SM Energy Co. to 'BB' from its previous rating following its merger with Civitas, removing it from CreditWatch Positive and assigning a stable outlook. The upgrade reflects SM Energy's enhanced size, scale, and geographic diversity, although S&P notes increased operational complexity due to new operating areas and leadership transitions. SM Energy plans to prioritize debt reduction through asset divestitures and aims to moderate production levels to optimize free operating cash flow.
SM ENERGY ANNOUNCES CREDIT FACILITY AMENDMENT
SM Energy Company announced a Fourth Amendment to its credit agreement, significantly increasing its borrowing base to $5.0 billion and lender commitments to $2.5 billion. The amendment also extends the maturity date to January 30, 2031, expands the bank group, and strengthens the company's long-term capital structure. Executive Vice President and CFO Wade Pursell highlighted that these changes enhance liquidity and position the company to manage its business toward investment-grade metrics.
Civitas Merger With SM Energy Reshapes Valuation And Investor Exposure
SM Energy has completed its merger with Civitas Resources, with the combined entity now operating under the SM Energy name. This merger creates a larger oil and gas producer, removing Civitas Resources (NYSE:CIVI) from major equity indices. The article advises former Civitas shareholders to monitor how the new SM Energy integrates assets, manages its balance sheet, and sets capital allocation policies, as their exposure now ties to the combined company.
SM Energy upgraded to ’BB+’ by Fitch following Civitas merger
Fitch Ratings has upgraded SM Energy Company's Long-Term Issuer Default Rating to 'BB+' from 'BB' after its merger with Civitas Resources. The $12.8 billion all-stock transaction significantly boosts SM Energy's production scale and reserves, and Fitch assigned a Stable Outlook, anticipating debt reduction and maintained production. SM Energy aims to achieve $200 million in annual synergies by 2027 and plans $1 billion in divestitures within a year to reduce debt and meet a 1.0x leverage target.
SM Energy Co (SM) Shares Up 1.75% on Jan 30
SM Energy Co (SM) saw its shares rise 1.75% in mid-day trading on January 30, closing at $19.20. Wall Street analysts forecast an average target price of $31.33, implying a 63.19% upside, with a consensus "Outperform" recommendation. GuruFocus estimates the fair value (GF Value) at $90.55, suggesting a 371.61% upside.
SM Energy completes Civitas merger, expands Permian and U.S. shale footprint
SM Energy has finalized its all-stock merger with Civitas Resources, creating a larger, oil-focused independent company with an expanded presence in U.S. shale basins, particularly the Permian Basin. The combined entity, retaining the SM Energy name, aims to achieve $200–$300 million in annual synergies and divest at least $1 billion in assets. New leadership appointments include Beth McDonald as president and CEO and Blake McKenna as executive vice president and COO, with the board expanding to 11 members.
SM Energy secures $5B borrowing base, no debt on credit line
SM Energy (NYSE: SM) announced a Fourth Amendment to its credit agreement, increasing its borrowing base to $5.0 billion and lender commitments to $2.5 billion, and extending the facility's maturity to January 30, 2031. The amendment closed with no outstanding borrowings, and the company is targeting investment-grade metrics, supported by expected divestiture proceeds and ongoing discussions with rating agencies. This move significantly enhances SM Energy's financial flexibility and strengthens its long-term capital structure.
SM Energy Closes All Stock Merger With Civitas Resources
SM Energy has completed its all-stock merger with Civitas Resources, forming a combined entity that will retain the SM Energy Company name and trade on the NYSE as "SM." Beth McDonald has been appointed President and CEO, and the company aims for annual synergies of $200-$300 million and divestitures of at least $1 billion over the next year. This merger positions the company as a top-10 U.S. independent oil-focused producer with a larger Permian footprint.
Shareholders at two Denver-based companies approve $12.8B merger
Shareholders of Civitas Resources Inc. (NYSE: CIVI) and SM Energy Co. (NYSE: SM) have approved a $12.8 billion merger, which is expected to close Friday. The combined entity will form a significant oil and natural gas production company operating across Utah, Texas, and northeastern Colorado. Leadership for the new company will be drawn from SM Energy, with Civitas shareholders owning 52% and SM Energy shareholders owning 48%.
Shareholders at two Denver-based companies approve $12.8B merger
Shareholders of Civitas Resources and SM Energy, both Denver-based oil and gas production companies, have approved a $12.8 billion merger. The deal is expected to close on Friday. This merger combines two significant players in the energy sector.
Is SM Energy (SM) A Potential Opportunity After A 1 Year 49.6% Share Price Decline
SM Energy (SM) has seen a significant 49.6% share price decline over the past year, prompting an analysis of whether it presents an undervalued opportunity. A Discounted Cash Flow (DCF) analysis suggests the stock is severely undervalued by 92.2% compared to its intrinsic value, while its Price-to-Earnings (P/E) ratio of 3.0x is also considerably lower than the industry average, further indicating a potential discount. Investors are encouraged to explore different valuation narratives to fully understand the company's potential.
SM Energy Civitas Merger Sets Stage For Leadership Shift And Synergy Test
SM Energy shareholders have approved an all-stock merger with Civitas Resources, paving the way for a new leadership team with Elizabeth A. McDonald as CEO and Blake D. McKenna as COO. Despite a mixed recent stock performance, the merger aims to create a larger, more competitive oil and gas producer through increased scale and asset diversification. Investors will be watching how the new leadership integrates the two companies and delivers on promised synergies amidst mixed analyst sentiment and financial risks.
Cheap valuation means SM Energy (SM) still has upside after downward target price revisions
This article discusses how SM Energy (SM) still presents upside potential despite recent downward revisions to its target price. The cheap valuation of the company suggests that the market may not be fully recognizing its intrinsic value. Investors might consider SM Energy as a potential opportunity even after these adjustments.
SM Energy Shareholders Approve Transformative Merger with Civitas
Shareholders of SM Energy and Civitas Resources have approved all proposals for their all-stock merger, set to take place on January 27, 2026. This merger is intended to create a larger SM Energy-branded shale producer, aiming for enhanced scale, operational synergies, and long-term value for shareholders. Analysts currently rate SM Energy stock a "Buy" with a price target of $20.50, and TipRanks’ AI Analyst, Spark, rates SM as "Outperform" due to its discounted valuation, solid profitability, and positive merger developments.
