FY2026 EPS Estimates for TBN Lifted by Northland Securities

Tamboran Resources Corporation (NYSE:TBN) – Investment analysts at Northland Securities boosted their FY2026 EPS estimates for Tamboran Resources in a report issued on Thursday, July 23rd. Northland Securities analyst J. Grampp now anticipates that the company will earn ($1.43) per share for the year, up from their previous estimate of ($1.45). The consensus estimate for Tamboran Resources’ current full-year earnings is ($1.41) per share. Northland Securities also issued estimates for Tamboran Resources’ Q4 2026 earnings at ($0.26) EPS, Q1 2027 earnings at ($0.19) EPS, Q2 2027 earnings at ($0.21) EPS, Q3 2027 earnings at ($0.22) EPS, Q4 2027 earnings at ($0.22) EPS and FY2027 earnings at ($0.84) EPS.

Tamboran Resources (NYSE:TBN) last posted its quarterly earnings data on Wednesday, May 13th. The company reported ($0.42) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.36) by ($0.06).

Several other research analysts have also commented on the company. Roth Capital started coverage on Tamboran Resources in a report on Thursday, May 21st. They set a “buy” rating and a $47.00 price objective for the company. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Tamboran Resources in a research note on Monday, July 6th. Royal Bank Of Canada upgraded shares of Tamboran Resources from a “sector perform” rating to an “outperform” rating and lifted their target price for the company from $38.00 to $55.00 in a research report on Wednesday, April 29th. Wells Fargo & Company boosted their price target on shares of Tamboran Resources from $35.00 to $58.00 and gave the stock an “overweight” rating in a research note on Monday, March 30th. Finally, Piper Sandler reissued an “overweight” rating and issued a $74.00 target price (up from $41.00) on shares of Tamboran Resources in a research note on Tuesday, March 31st. Four equities research analysts have rated the stock with a Buy rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $58.50.

Tamboran Resources Price Performance

Shares of NYSE TBN opened at $33.93 on Monday. The stock’s 50-day simple moving average is $33.65 and its two-hundred day simple moving average is $32.98. Tamboran Resources has a twelve month low of $19.28 and a twelve month high of $52.21. The firm has a market capitalization of $960.78 million, a P/E ratio of -18.14 and a beta of -2.10. The company has a quick ratio of 2.00, a current ratio of 2.00 and a debt-to-equity ratio of 0.10.

Institutional Investors Weigh In On Tamboran Resources

Institutional investors have recently added to or reduced their stakes in the company. HITE Hedge Asset Management LLC boosted its holdings in shares of Tamboran Resources by 17.2% during the fourth quarter. HITE Hedge Asset Management LLC now owns 2,036,603 shares of the company’s stock worth $55,457,000 after purchasing an additional 299,028 shares during the period. UBS Group AG lifted its stake in Tamboran Resources by 170.9% in the third quarter. UBS Group AG now owns 278,938 shares of the company’s stock worth $7,637,000 after acquiring an additional 175,973 shares during the period. Encompass Capital Advisors LLC boosted its holdings in Tamboran Resources by 26.6% in the fourth quarter. Encompass Capital Advisors LLC now owns 713,698 shares of the company’s stock valued at $19,434,000 after acquiring an additional 150,000 shares in the last quarter. Zimmer Partners LP bought a new stake in Tamboran Resources in the fourth quarter valued at $3,914,000. Finally, Cooper Investors PTY Ltd. increased its position in Tamboran Resources by 514.0% during the 2nd quarter. Cooper Investors PTY Ltd. now owns 155,479 shares of the company’s stock valued at $5,055,000 after purchasing an additional 130,157 shares during the period.

Tamboran Resources Company Profile

Tamboran Resources is an independent energy company focused on the exploration and development of unconventional natural gas resources. Headquartered in Canada and listed on the New York Stock Exchange under the ticker TBN, the company concentrates its activities on onshore basins in Australia. Tamboran’s primary objective is to advance its exploration acreage toward commercial viability by leveraging modern drilling and reservoir evaluation techniques.

The company holds exploration licenses in the Beetaloo Basin in the Northern Territory of Australia, where it is conducting appraisal drilling programs to define reservoir characteristics and recoverability.