secwatch / observer
8-K filed May 6, 2026, 7:59 PM ET ticker SM CIK 0000893538
earnings confidence high sentiment positive materiality 0.85

SM Energy Q1 2026: net loss $1.68/sh, raises full-year production guidance, ups synergy target to $375M

SM Energy Co

2026-Q1 EPS reported -$1.68 vs consensus $1.18 ▼ miss (-242.8%)
item 2.02item 9.01

Machine-readable event card

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JSON Markdown Plain text

Source-grounded claims

6c4dc887c95ad686147d3a60c061f8ba58b39bef

SM Energy Co updated its the first quarter 2026 guidance (raised).

Strong first quarter results led to a raise in full-year 2026 production guidance to 410–430 MBoe/d (222–228 MBbl/d of oil), compared to previous guidance of 400–420 MBoe/d (216–226 MBbl/d of oil).

SEC 8-K Item 2.02 confidence 0.95 SEC evidence

bc969364f3fc2feca2adc7387d73215d179abee3

SM Energy Co reported the first quarter 2026 results: net income Net loss was $1.68 per diluted share, EPS Net loss was $1.68 per diluted share. Guidance raised.

run rate to approximately 430 MBoe/d, including approximately 238 MBbl/d of oil. • Maintained full-year 2026 capital expenditure guidance of $2.65–$2.85 billion. • Net loss was $1.68 per diluted share, primarily related to a non-cash mark-to-market loss on the Company’s commodity derivatives at period end due to a sharp rise in forward oil prices; adjusted net

SEC 8-K Item 2.02 confidence 0.95 SEC evidence

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Strong first quarter results led to a raise in full-year 2026 production guidance to 410–430 MBoe/d (222–228 MBbl/d of oil), compared to previous guidance of 400–420 MBoe/d (216–226 MBbl/d of oil).

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Strong first quarter results led to a raise in full-year 2026 production guidance to 410–430 MBoe/d (222–228 MBbl/d of oil), compared to previous guidance of 400–420 MBoe/d (216–226 MBbl/d of oil).

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Strong first quarter results led to a raise in full-year 2026 production guidance to 410–430 MBoe/d (222–228 MBbl/d of oil), compared to previous guidance of 400–420 MBoe/d (216–226 MBbl/d of oil).

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Strong first quarter results led to a raise in full-year 2026 production guidance to 410–430 MBoe/d (222–228 MBbl/d of oil), compared to previous guidance of 400–420 MBoe/d (216–226 MBbl/d of oil).

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Strong first quarter results led to a raise in full-year 2026 production guidance to 410–430 MBoe/d (222–228 MBbl/d of oil), compared to previous guidance of 400–420 MBoe/d (216–226 MBbl/d of oil).

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