Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
SandRidge Energy, Inc. (SD)
NYSEEnergyOil & Gas Exploration & ProductionSnapshot 2026-11-04
$12.60-5.83%
Close 2026-11-04 · 1-day change
NYSEEnergyOil & Gas Exploration & ProductionSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
1.50 → 1.50 EPS · FY ending Dec 31, 2027 · 1 analyst
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 1 to 1; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for SD yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Maintain capital expenditure within $76-$97 million in 2026 | SandRidge Energy keeps capital spending disciplined with $76-$97 million planned for 2026. | Intact | CAPEX exceeds $97 million or falls below $76 million in FY26 | Capital expenditures: $19.195M FY2026-Q2; GAAP. Published target: $76-$97 million. Annual target cannot be compared with a quarterly or TTM observation. Aug 6, 202619,195,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
SD is a smaller-cap energy growth and acquisition story, with a dividend that management has modestly increased. Its long-term thesis is intact and the recent signal improved from mixed to mildly favorable, though earnings quality and management evidence are neutral.
SD is described as cheap versus peers, while the priced-in signal is stretched and its valuation model has medium confidence. The expectations gap is modest, so the evidence does not point to a large gap between market assumptions and the thesis.
Near term, production growth and the announced Cherokee Play acquisition support the operating story, while adjusted EBITDA edged up from the first to the second quarter and adjusted G&A also rose modestly. The next earnings report carries risk because SD missed its most recent quarter and may face a guidance cut; over the multi-year view, execution on acquisitions, production, and cash-flow efficiency remains central.
The favorable scenario depends partly on sector bellwethers such as COP, EOG, and OXY continuing to report strong results and raise guidance. The unfavorable scenario is a guidance cut from SD or weaker results and guidance from those peers, which could weaken the energy-sector tailwind.
Over the next 1 to 3 years, SD’s thesis rests on continued production growth, disciplined acquisitions, and steady cash generation, with a recent earnings miss and sector sensitivity as key risks. The business setup is mildly favorable but execution evidence is mixed. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Stated in 3 of 3 supplied quarters. Management reported: “We will continue to monitor forward-looking commodity prices, project results, costs and other factors that could influence returns and cash flows, and will adjust our program accordingly, to include curtailment of capital activity and wells, if needed, or conversely, well reactivations in higher natural gas price environments.” “These and other factors, including reasonable reinvestment rates, maintaining our cash flows and prioritizing our regular-way dividend, will continue to shape our development decisions for 2026 and beyond.”
Quarterly dividend at least $0.13 per share | The company raised its quarterly dividend by 8% to $0.13 per share. | Intact | Dividend falls below $0.13 per share in next 4 quarters | Dividend per share: $0.33 per share FY2026-Q2; GAAP. Published target: >= $0.13 per share. Target period is not explicitly aligned with this observation. Aug 6, 20260.33 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Sustain positive operational cash flow near $20 million quarterly | Operational cash flow remains positive, with $19.76 million generated in Q1 2026. | Improving | Quarterly cash flow falls below $19 million | Cash from operations: $42.436M FY2026-Q2; GAAP. Published target: >= $19 million per quarter. Target period is not explicitly aligned with this observation. Aug 6, 202642,436,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 3 of 3 supplied quarters. Management reported: “Currently, these projects include: (1) one-rig development in the Cherokee Play (2) evaluation of accretive merger and acquisition opportunities, with consideration of our strong balance sheet and commitment to our capital return program (3) production optimization program through artificial lift conversions to more efficient and cost-effective systems and (4) a leasing program that will bolster future development and extend development in our Cherokee assets.” Operating income was $25.957 million in 2026-Q2. Delivery assessment Nov 4, 2026 |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$1.49 → $1.50 · observed estimates
$0.17B → $0.17B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $1.49 | $172,000,000 | 1 / 1 |
| 2026-07-25 | $1.49 | $172,000,000 | 1 / 1 |
| 2026-07-26 | $1.49 | $172,000,000 | 1 / 1 |
| 2026-07-27 | $1.49 | $172,000,000 | 1 / 1 |
| 2026-07-28 | $1.49 | $172,000,000 | 1 / 1 |
| 2026-07-29 | $1.49 | $172,000,000 | 1 / 1 |
| 2026-07-30 | $1.49 | $172,000,000 | 1 / 1 |
| 2026-07-31 | $1.49 | $172,000,000 | 1 / 1 |
| 2026-08-01 | $1.49 | $172,000,000 | 1 / 1 |
| 2026-08-02 | $1.49 | $172,000,000 | 1 / 1 |
| 2026-08-03 | $1.49 | $172,000,000 | 1 / 1 |
| 2026-08-04 | $1.49 | $172,000,000 | 1 / 1 |
| 2026-08-05 | $1.49 | $172,000,000 | 1 / 1 |
| 2026-08-06 | $1.49 | $172,000,000 | 1 / 1 |
| 2026-08-08 | $1.49 | $172,000,000 | 1 / 1 |
| 2026-08-09 | $1.49 | $172,000,000 | 1 / 1 |
| 2026-08-10 | $1.49 | $172,000,000 | 1 / 1 |
| 2026-08-12 | $1.49 | $172,000,000 | 1 / 1 |
| 2026-08-13 | $1.49 | $172,000,000 | 1 / 1 |
| 2026-08-14 | $1.49 | $172,000,000 | 1 / 1 |
| 2026-08-15 | $1.49 | $172,000,000 | 1 / 1 |
| 2026-08-16 | $1.49 | $172,000,000 | 1 / 1 |
| 2026-08-17 | $1.49 | $172,000,000 | 1 / 1 |
| 2026-08-18 | $1.49 | $172,000,000 | 1 / 1 |
| 2026-08-19 | $1.49 | $172,000,000 | 1 / 1 |
| 2026-08-20 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-08-21 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-08-22 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-08-23 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-08-24 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-08-25 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-08-26 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-08-27 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-08-28 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-08-29 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-08-30 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-08-31 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-09-01 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-09-02 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-09-03 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-09-04 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-09-05 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-09-06 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-09-07 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-09-08 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-09-09 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-09-10 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-09-11 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-09-12 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-09-13 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-09-14 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-09-15 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-09-16 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-09-17 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-09-18 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-09-19 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-09-20 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-09-21 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-09-22 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-09-23 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-09-24 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-09-25 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-09-26 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-09-27 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-09-28 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-09-29 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-09-30 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-10-01 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-10-02 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-10-03 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-10-04 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-10-05 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-10-06 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-10-07 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-10-08 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-10-09 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-10-10 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-10-11 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-10-12 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-10-13 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-10-14 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-10-15 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-10-16 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-10-17 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-10-18 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-10-19 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-10-20 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-10-21 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-10-22 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-10-23 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-10-24 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-10-25 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-10-26 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-10-27 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-10-28 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-10-29 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-10-30 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-10-31 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-11-01 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-11-02 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-11-03 | $1.50 | $171,000,000 | 1 / 1 |
| 2026-11-04 | $1.50 | $171,000,000 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 0 Buy / Strong Buy · 1 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.