Sadot Group (SDOT) Stock Skyrockets 183% After Trump’s Cooking Oil Tweet

15 October 2025

Stock Price: Closed at $5.19 on Oct. 14, 2025 (Nasdaq: SDOT) ^[1].
Recent Surge: Shares spiked about +183% pre-market on Oct. 15, after reports that President Trump threatened to ban cooking-oil trade with China ^[2] ^[3].
Business Shift: Sadot agreed to sell its restaurant chains (Pokemoto and Muscle Maker Grill) for $4.25M (with $2.5M cash up front) to exit restaurants and refocus on agri-food ^[4] ^[5].
Nasdaq Compliance: A 1-for-10 reverse stock split was effective Sep. 15, 2025 to meet Nasdaq’s $1/share listing rule ^[6].
Capital Raise: In late Sept., Sadot raised ~$500K via a registered direct offering at $6.14/share to bolster its balance sheet ^[7].
Earnings Snapshot: In Q2 2025, Sadot reported $114.3M revenue, $0.4M net income, and $1.7M EBITDA ^[8] (its fifth straight profitable quarter).
Management: New CEO Chagay Ravid joined in May 2025 and CFO Paul Sansom in August 2025, guiding the strategic pivot ^[9].

Stock Reacts to Trade News

On the morning of Oct. 15, Sadot’s stock exploded after former President Trump hinted he might cut cooking-oil trade with China. Reuters reported Trump’s tweet on Oct. 14: “We are considering terminating business with China having to do with Cooking Oil…” as retaliation for China halting U.S. soybean purchases ^[10]. This news immediately sent Sadot’s shares soaring. According to StockTwits media coverage, SDOT was up over 183% in early trading on Oct. 15, making it one of the day’s top movers ^[11]. (This rally reflects speculative buying on an agri-trade stock: Sadot “produces and trades grains, oilseeds, pulses, fruits, and rice” globally, so trade policy shocks hit it hard ^[12].) Market-watchers noted Sadot had been down ~86% year-to-date before this swing, with retail “sentiment” flipping from bearish to “extremely bullish” overnight ^[13].

Despite the sudden rally, analysts caution that no fundamental news about Sadot itself has changed. The Trump statement is aimed at macro trade relations, not any specific Sadot product. Some market observers say the move will increase uncertainty in the agricultural commodities markets, which could benefit or hurt Sadot’s trading margins in the short run.

Strategic Shifts and Corporate News

Sadot has been aggressively reshaping its business this year. In early September the company announced it will divest its restaurant operations. A letter of intent commits Sadot to sell Pokemoto and Muscle Maker Grill for $4.25 million (including $2.5M cash at closing and $1.75M in notes) ^[14] ^[15]. CEO Chagay Ravid said the deal is “a significant milestone” that will allow Sadot to “focus all of its resources on the Agri-food side of the business” ^[16]. (Sadot was formed in 2022 by merging Muscle Maker Inc. with a global food-chain operator – it had grown Pokemoto in Hawaii and Muscle Maker gyms, but now aims to concentrate on supply-chain solutions.) The sale is expected to close in the next 30–45 days, subject to approvals ^[17].

Other recent moves include a strategic treasury initiative. On Sep. 4, Sadot announced it had hired Bitcoin Bancorp to advise on a Bitcoin treasury strategy ^[18]. CEO Ravid commented that “Bitcoin’s fixed supply and deepening institutional adoption make it a compelling addition to a modern corporate treasury” ^[19], emphasizing a disciplined, policy-driven approach. Eric Noveshen of Bitcoin Bancorp added that Sadot is doing things “the right way – policy, controls and custody before purchases” to protect liquidity ^[20]. This highlights Sadot’s focus on modernizing its cash management, though no actual crypto purchases have been made yet.

Earlier, on Sep. 11 Sadot announced a 1-for-10 reverse stock split effective Sep. 15 ^[21]. This consolidation was needed to meet Nasdaq’s minimum $1 bid price rule (Sadot had traded well below $1 pre-split). After the split, one share of old stock became one new share. The split reduced Sadot’s shares outstanding from ~9.9M to ~1.0M ^[22]. The stock continues to trade under the symbol SDOT and a new CUSIP ^[23].

In late September Sadot also conducted a registered direct offering, selling shares and warrants to raise about $500,000 ^[24]. The offering was priced at $6.14 per share (post-split) and received shareholder approval. Proceeds will be used for general corporate purposes, bolstering the balance sheet. These funding measures – split and offering – were largely aimed at shoring up listing compliance and financial flexibility.

Stock Performance & Outlook

On Oct. 14, 2025 Sadot closed around $5.19 ^[25]. Trading volume was unusually high (~5.55 million shares that day) ^[26], reflecting volatility. Over the past year SDOT has been extremely volatile: its 52-week range is roughly $5.00 – $57.00 ^[27] (the spike to $57 was pre-split), so the current $5 level is near the low end. This volatility is partly due to the reverse split (which compresses share count and inflates per-share price). Market cap is tiny (just a few million dollars ^[28]), so the stock moves dramatically on little news.

There is scant sell-side analyst coverage: major firms haven’t set official ratings or targets. Data aggregators note a wide range of informal targets – one source listed an average 1-year target near $15 (pre-split) ^[29] – but these are not from published research. The trading platform Zacks shows no active price targets ^[30]. In short, expert forecasts are mixed or unavailable. Some technical models see modest short-term gains (e.g. CoinCodex predicts a modest uptrend through late 2025), but others warn SDOT has overall been on a downtrend this quarter ^[31] ^[32].

Company Background

Sadot Group Inc. describes itself as an “emerging force in the global food supply chain” ^[33]. It focuses on commodity origination and trading of staples (soybean meal, wheat, corn, etc.) and runs farming operations in Southern Africa ^[34]. The pivot away from restaurants was designed to let Sadot concentrate on these core agri-commodity business lines. The company’s most recent filings (as of Sep 2025) showed positive working capital (~$24.2M surplus) and investments in sustainability projects. For example, Sadot took a 37.5% stake in an Indonesian blue carbon project (mangrove restoration) expected to generate ~1.1 million carbon credits ^[35].

In August 2025, Sadot’s management touted five straight profitable quarters. CEO Chagay Ravid joined the company on May 28, 2025, replacing Muscle Maker’s founder, and CFO Paul Sansom joined on Aug. 1, 2025 ^[36]. The new leadership has emphasized improving margins and expanding the supply-chain business. The Q2 2025 financial report showed revenues of $114.3M (down from the prior year but still substantial) and net income of $0.4M ^[37]. Management noted that gross margin had risen to 4.4%, helped by a focus on specialty commodities ^[38].

Looking ahead, Sadot will report Q3 2025 results in mid-November. Investors will watch whether the company can sustain profitability after divesting restaurants, and how it navigates any fallout from trade policy changes. Some analysts caution the recent pop may be a “squeeze” unrelated to fundamentals; others believe SDOT’s low valuation leaves room for gains if the agricultural markets rebound. In the near term, the stock remains highly speculative. As one market observer put it, Trump’s cooking-oil announcement “sparked speculative buying in U.S.-aligned agribusiness firms” ^[39], but fundamentals on the ground for Sadot have not dramatically changed.

Sources: Official press releases and filings ^[40] ^[41] ^[42]; recent financial news reports ^[43] ^[44]; real-time market data ^[45] ^[46]; industry news ^[47].

One of the few small caps stock near the bottom that is profitable.

Watch this video on YouTube.

References

Tags:

Mateusz Kaczmarek Latest posts

A technology and finance expert writing for TS2.tech. He analyzes developments in satellites, telecommunications, and artificial intelligence, with a focus on their impact on global markets. Author of industry reports and market commentary, often cited in tech and business media. Passionate about innovation and the digital economy.

View all

Solar Surge: T1 Energy (TE) Stock Rockets After Major U.S. Deals, CEO Champions “American Energy” Vision

15 October 2025

SPTI Sees Large Inflows as Outstanding Units Rise 2.4% WoW
October 15, 2025, 12:22 PM EDT. SPDR Portfolio Intermediate Term Treasury ETF (SPTI) posted large inflows this week, with an estimated $139.1 million into its shares, a 2.4% week-over-week rise in outstanding units (from 208.3 million to 213.2 million). The data, drawn from ETF Channel, highlights how new units are created to meet investor demand, potentially impacting the ETF's underlying holdings. As for price action, SPTI traded around $28.39 latest, within its 52-week range of $27.0107 to $28.72. The chart comparison to the 200-day moving average suggests the last trade sits near that benchmark. The inflow signal adds to the narrative of steady demand for intermediate-term Treasuries via this ETF.
IYR ETF Sees $142.8M Outflow; WELL, PLD, EQIX Move
October 15, 2025, 12:21 PM EDT. ETF Channel flags a notable week-over-week outflow in the iShares U.S. Real Estate ETF (IYR): about $142.8 million, a 3.8% drop in shares outstanding (from 39.45M to 37.95M). Among IYR's largest components, WELL is up ~1.3%, PLD ~4.5%, and EQIX ~0.5% today. IYR's 52-week range runs from $81.53 to $103.46, with a last trade near $96.52. Traders may also monitor the ETF's relationship to its 200-day moving average as a quick technical check.
USO Sees Large Inflows: $172.8M Week-Over-Week Rise in Outstanding Units
October 15, 2025, 12:20 PM EDT. USO, the United States Oil Fund ETF, posted notable inflows this week, with an estimated $172.8 million rise in outstanding units-a 16.4% WoW increase from 12,823,603 to 14,923,603. The move underscores renewed demand for the oil proxy and may require additional underlying purchases as new units are created. The current quote trades near $80.99, inside a 52-week range of $60.67-$84.58, and traders often evaluate price against the 200-day moving average for momentum. The report also references other ETFs with inflows, illustrating broader ETF-portfolio flows to start the period.
Notable ETF Outflow Detected in HYG (iBoxx $ High Yield)
October 15, 2025, 12:19 PM EDT. Week-over-week, the iShares iBoxx $ High Yield Corporate Bond ETF (HYG) shows a notable outflow: roughly $298.5 million, about a 2.0% drop in shares outstanding (196.4M to 192.4M). The chart compares HYG's price with its 200-day moving average, with a 52-week range of $70.40 to $77.34 and a last trade near $74.74. As with ETFs, units can be created or destroyed, and large flows can affect the underlying holdings. For context, see which 9 other ETFs experienced notable outflows.
Notable ETF Outflow in AVLV; UNP, VZ, GM in Focus
October 15, 2025, 12:18 PM EDT. AVLV saw a notable week-over-week outflow of about $193.5 million, a 2.3% drop from 118.3 million to 115.6 million outstanding units. Among AVLV's top holdings, UNP is up about 0.1%, VZ down about 0.2%, and GM higher by about 1.3%. The ETF's price context shows a 52-week range of $55.67 to $73.01, with a last trade near $72.29, and emphasis on the 200-day moving average as a comparative benchmark. The piece explains ETF unit creation/destruction mechanics: outflows can require selling underlying holdings. A holdings list link is provided, and readers are directed to other ETFs with notable outflows.

Solar Surge: T1 Energy (TE) Stock Rockets After Major U.S. Deals, CEO Champions “American Energy” Vision

NUAI Stock Rockets 85% on AI Data Center News – Is the Rally Sustainable?

Palantir (PLTR) Stock Rockets on AI Hype & Major Contracts – Bubble or Boom?

Trilogy Metals (TMQ) Stock Surges on U.S. Government Backing for Alaska Copper Project

Genprex (NASDAQ:GNPX) Stock Skyrockets 40% on Lung Cancer Gene Therapy Breakthrough

Sadot Group (SDOT) Stock Skyrockets 183% After Trump’s Cooking Oil Tweet – What’s Next?