SM NYSE Week ended 24 Jul 2026

Weekly Investor Report

SM Energy Co · Energy · Oil & Gas E&P

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Latest close 33.19 USD
6.0% latest week
Weekly setup

Constructive, but selective

The weekly trend is active. Price is 24.6% above the Trend Line and sits at 86.8% of its 52-week range. The latest completed week returned 6.0%, after a 26.0% four-week move. The latest factor snapshot indicates quality is middle-of-the-pack; growth is moderate; valuation is neither clearly cheap nor expensive. Options positioning is volatility with 49/100 conviction, while the latest news-sentiment score is 55/100. Near-term considerations: volume confirmation is below normal; earnings are due in 0d.

Setup score 65 out of 100
Latest Close 33.19 USD 24 Jul 2026
1W Return 6.0% latest completed week
4W Return 26.0% short-term follow-through
12W Return 9.7% quarterly tape
Trend Breadth 40.4% 21 of 52 weeks active
Volume Ratio 0.9x vs 13-week average
What is working
  • The trend backdrop is active with a 18-week active streak.
  • Price is above the Trend Line, keeping the weekly tape constructive.
  • Price is above Fair Value, showing premium demand versus the model.
  • Activity pressure is constructive, supporting the smart-money activity read.
What could go wrong
  • Activity pressure is negative, which weakens the current setup.
What to watch next
  • Trend Line remains the key weekly regime level.
  • Activity pressure is the gauge to monitor for confirmation or fade.
  • A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through 6.0% Latest completed week; four-week move 26.0%. Indicator stack 67/38 Trend and activity pressure are weighted against the latest 12-week confirmation window. Trend backdrop Active The trend backdrop defines the current weekly regime. Patient Capital Quiet Activity-pressure buy-signal status for institutional accumulation timing. Options pressure Volatility 49/100 conviction; expected move 11.2%. News sentiment 55/100 70 relevant articles in the latest sentiment read. Event risk 0d Next report is scheduled for 30 Jul 2026; event risk rises as the date approaches.
01 · Price action

Where price is—and whether the trend supports it

The weekly trend is active. Price is 24.6% above the Trend Line and sits at 86.8% of its 52-week range. The latest completed week returned 6.0%, after a 26.0% four-week move.

Study the full chart

52-week price path

Price vs Trend Line and Fair Value
Price Trend Line Fair Value
02 · Volume and demand

Is real participation confirming the move?

Latest weekly volume is 0.9x the 13-week average. Participation is below its recent norm, so price strength is not receiving full volume confirmation.

26-week volume confirmation

Bar height shows volume; colour shows the weekly price direction
30 Jan 6 Feb 13 Feb 20 Feb 27 Feb 6 Mar 13 Mar 20 Mar 27 Mar 3 Apr 10 Apr 17 Apr 24 Apr 1 May 8 May 15 May 22 May 29 May 5 Jun 12 Jun 19 Jun 26 Jun 3 Jul 10 Jul 17 Jul 24 Jul
Up week Down week
Demand beneath price

Activity pressure and institutional-style signals

These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.

Activity pressure path

Latest 0.6212-week average 0.80

12-week confirmation

Trend active12/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure6/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership9/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.62Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers0No reversal markers

No recent accumulation markers. No reversal markers.

03 · Momentum and leadership

Is performance persistent—and is the stock leading?

Performance is 26.0% over four weeks, 9.7% over 12 weeks, and 24.7% over one year. The current trend has remained active for 18 consecutive weeks.

Performance by holding period

1W6.0%
4W26.0%
12W9.7%
26W80.4%
52W24.7%
Active trend streak18 weeks
Active weeks in one year21
Trend breadth40.4%

Activity pressure vs relative leadership

Activity pressureRelative leadership
Pressure-0.46Latest activity-pressure read.
Pressure change-41.8%Four-week change in activity pressure.
Leadership24.20Latest relative-leadership reading.
RS change5337.0%Four-week change in relative leadership.
04 · Fundamentals and valuation

What investors are paying for—and the quality behind it

The latest factor snapshot indicates quality is middle-of-the-pack; growth is moderate; valuation is neither clearly cheap nor expensive.

Open full factor analysis
Factor week 26 Jul 2026 Financial statements through 31 Dec 2025 Field coverage 100% Model confidence 96%

Relative factor standing

Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.

Overall factor strength91/100Blend of value, momentum, and quality. Underlying universe rank 10; rank 1 is best.
Value80/100Relative valuation strength. Underlying universe rank 21; rank 1 is best.
Quality78/100Profitability and accounting quality. Underlying universe rank 23; rank 1 is best.
Momentum68/100Medium-term price momentum. Underlying universe rank 33; rank 1 is best.
Growth30/100Revenue and earnings growth. Underlying universe rank 71; rank 1 is best.
How to read this

Quality and valuation are separate questions

A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.

Value-quality framework21/100Value and quality alignment from the Sharemaestro SVQF framework.

Valuation

How much investors are paying for earnings, sales, and cash flow.

P/E
60.9x
Price divided by trailing earnings.
Price / sales
2.1x
Market value relative to trailing revenue.
EV / EBITDA
7.5x
Enterprise value relative to operating cash earnings.
Free-cash-flow yield
29.5%
Free cash flow as a share of enterprise value.

Business quality

Margins and the return generated on invested capital.

Gross margin
45.1%
Gross profit retained from each unit of revenue.
Operating margin
18.2%
Operating profit retained from revenue.
Free-cash-flow margin
120.3%
Free cash flow generated from revenue.
Return on invested capital
3.3%
Operating return generated on invested capital.

Growth and financial strength

Recent business growth and accounting strength.

Revenue growth
28.5%
Latest one-year revenue growth.
EPS growth
-84.1%
Latest one-year earnings-per-share growth.
Free-cash-flow growth
-16.8%
Latest one-year free-cash-flow growth.
Piotroski F-score
7/9
Nine-point accounting-strength checklist.

Shareholder return and balance sheet

Cash returned to owners and financial leverage.

Dividend yield
2.5%
Cash dividends relative to market value.
Buyback yield
0.1%
Net share repurchases relative to market value.
Shareholder yield
2.7%
Dividend yield plus net buyback yield.
Net debt / EBITDA
3.7x
Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment

What other market participants are doing

Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.

Options positioningVolatility

SM shows volatility options pressure with a 49/100 conviction score, put-call volume ratio of 0.23, expected move of 11.2%, and Sharemaestro trend signal active.

Conviction49/100
Expected move11.2%
Put/call volume0.23
Pressure70
Speculation9
Volatility82
Trend agreement36
Open options detail
Insider activity14 / 6

14 acquisitions and 6 disposals in the latest 180-day insider tape.

Acquisitions / disposals over the latest 180 days. Insider activity is context, not a stand-alone signal.
News sentiment55/100

Weighted news tone is neutral across 70 relevant articles.

21 positive · 43 neutral · 6 negative
Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal
06 · Catalysts and risk

What can move the shares—and how volatile the path has been

Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.

Next earnings0dNext report is scheduled for 30 Jul 2026; event risk rises as the date approaches.
Options expected move11.2%Nearest-chain priced movement where available.
52-week drawdown-6.9%Distance below the 52-week high.
13-week volatility7.1%Standard deviation of weekly returns.

Weekly gains and losses

Latest 26 completed weeks

Each bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.

Weeks higher17 of 269 weeks finished lower.
Best week+12.6%Week of 17 Jul.
Worst week-12.9%Week of 19 Jun.
Latest week+6.0%Week of 24 Jul.

Shape of recent returns

Strong gains13
Modest gains4
Flat weeks0
Modest losses4
Sharp losses5
Recent vol7.1%13-week weekly-return volatility.
Base vol6.6%52-week weekly-return volatility.
Up/down split28/24Count of positive and negative weeks in the 52-week window.
Average skew5.7% / -5.3%Average positive week versus average negative week.
07 · Sector and peer context

Is this stock leading—or simply moving with its group?

Sector and industry breadth distinguish company-specific strength from a broad group move.

08 · Evidence and weekly data

The underlying research record

Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.

Weekly tape61/100

Trend, activity pressure, participation, and risk combine to a 61/100 tape read.

 Indicator analysis69/100

Latest 12-week confirmation: trend 12/12, activity pressure 6/12, relative leadership 9/12.

Activity pressure 0.62; No reversal markers Factors79/100

O'Shaughnessy factor stack blends value, quality, momentum, and confidence.

Buyback Yield rank 41; Small Cap Core rank 28 SVQF21/100

Value and quality alignment from the Sharemaestro SVQF framework.

Composite rank 801.0 of 1013 Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal Options45/100

SM shows volatility options pressure with a 49/100 conviction score, put-call volume ratio of 0.23, expected move of 11.2%, and Sharemaestro trend signal active.

Volatility · Volatility expansion watch · Expected move 11.2% Sentiment55/100

Weighted news tone is neutral across 70 relevant articles.

Diamondback Energy, APA Corporation, SM Energy, Kosmos Energy, and CNX Resources Shares Are Soaring, What You Need To Know Insiders14 / 6

14 acquisitions and 6 disposals in the latest 180-day insider tape.

 Earnings0d

Next report is scheduled for 30 Jul 2026; event risk rises as the date approaches.
WeekCloseReturnTrend LineFair ValuePressureLeadershipVolumeTrend
24 Jul 202633.19 USD6.0%26.64 USD32.55 USD-0.4624.2018.1MOn
17 Jul 202631.32 USD12.6%26.14 USD32.55 USD-0.7416.6814.9MOn
10 Jul 202627.81 USD3.6%25.70 USD32.56 USD-0.802.1022.2MOn
3 Jul 202626.85 USD1.9%25.41 USD32.57 USD-0.66-0.4716.0MOn
26 Jun 202626.34 USD-2.9%25.17 USD32.59 USD-0.33-0.4619.3MOn
19 Jun 202627.14 USD-12.9%24.91 USD32.61 USD-0.06-0.0621.2MOn
12 Jun 202631.15 USD-2.6%24.60 USD32.60 USD0.3515.2517.8MOn
5 Jun 202631.99 USD4.9%24.17 USD32.57 USD0.5718.8017.6MOn
29 May 202630.50 USD-9.1%23.70 USD32.54 USD0.6510.6115.5MOn
22 May 202633.54 USD3.6%23.36 USD32.51 USD0.7923.5225.1MOn
15 May 202632.37 USD10.7%22.92 USD32.46 USD0.6820.6517.5MOn
8 May 202629.24 USD-3.4%22.53 USD32.41 USD0.619.4424.0MOn
1 May 202630.26 USD5.9%22.28 USD32.37 USD0.7115.9318.9MOn
24 Apr 202628.59 USD10.8%22.10 USD32.34 USD0.8810.7119.5MOn
How to use this report

This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.