SOC Earnings
Thursday, May 07 2026
EPS Estimate
$-0.54
$-0.64 – $-0.40
Revenue Estimate
$5M
Current Price
$14.08
Our Position
bullish · highSOC Initiates Santa Ynez Oil Sales, Insider Buys Surge
structured data
est. revisions rising
(+7.3pp / 30d)
The restart of sizable oil production and heavy insider buying suggest material operational turnaround and potential valuation re-rating with output climbing towards over 60,000 bpd.
Watch: Watch Q2 production updates and oil sale volumes for validation of output ramp and revenue growth potential.
Data Signal Summary
3 bullish
1 bearish
Estimates up +22%
Insider buying cluster
Put/call 0.3 (bullish skew)
Price downtrend
Key Context
Analyst Consensus
mixed
Insider Activity
selling
Price Trend
downtrend
1-Month Return
-13.5%
From 52w High
-23.7%
Est. Revisions (30d)
+22.2% 0up/1dn
Analyst Target (mean)
$29 $24–$33 +106%
Options P/C Ratio
0.32
Est. Dispersion
45% 3 analysts
Insider Cluster
strong buy (officer)
Recent Activity
insider trades
28 transactions
Sell
·
FLORES JAMES CALDWELL (President)
·279,081 shares
·$4,657,667
Sell
·
PATRINELY GREGORY D. (Chief Financial Officer)
·279,081 shares
·$4,657,667
Sell
·
DUENNER ANTHONY (General Counsel)
·279,081 shares
·$4,657,667
Buy
·
PILGRIM GLOBAL ICAV (Beneficial Owner of more than 10% of a Class of Security)
·982,645 shares
·$14,777,319
Sell
·
PILGRIM GLOBAL ICAV (Beneficial Owner of more than 10% of a Class of Security)
·167,175 shares
·$5,297,776
23 more
Award
·
PIPKIN GREGORY PHILLIP
·25,000 shr
Award
·
SAROFIM CHRISTOPHER BINYON
·25,000 shr
Award
·
DILLARD MICHAEL E.
·25,000 shr
Sell
·
PILGRIM GLOBAL ICAV
·143,806 shr
·$2,899,129
Exercise
·
PIPKIN GREGORY PHILLIP
·7,500 shr
·$86,250
Exercise
·
DILLARD MICHAEL E.
·267,847 shr
·$3,080,240
Exercise
·
SAROFIM CHRISTOPHER BINYON
·250,000 shr
·$2,875,000
Exercise
·
PILGRIM GLOBAL ICAV
·1,453,374 shr
·$16,713,801
Exercise
·
DUENNER ANTHONY
·50,000 shr
·$575,000
Exercise
·
FLORES JAMES CALDWELL
·67,000 shr
·$770,500
Buy
·
PILGRIM GLOBAL ICAV
·750,000 shr
·$21,225,000
Buy
·
PILGRIM GLOBAL ICAV
·41,000 shr
·$633,450
Sell
·
PIPKIN GREGORY PHILLIP
·82,238 shr
·$1,205,461
Other
·
PIPKIN GREGORY PHILLIP
·96,875 shr
Sell
·
BOURGEOIS DOSS R
·200,000 shr
·$2,698,660
Buy
·
FLORES JAMES CALDWELL
·100,000 shr
·$1,374,150
Award
·
BOURGEOIS DOSS R
·650,000 shr
Award
·
FLORES JAMES CALDWELL
·650,000 shr
Award
·
PIPKIN GREGORY PHILLIP
·52,778 shr
Award
·
SAROFIM CHRISTOPHER BINYON
·52,778 shr
Award
·
DILLARD MICHAEL E.
·52,778 shr
Award
·
PATRINELY GREGORY D.
·650,000 shr
Award
·
DUENNER ANTHONY
·650,000 shr
analyst ratings
1 rating
Jefferies
→Buy
5h ago
Explore more
