Tamboran Resources Corporation (TBN)
NYSE:TBN
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TBN Stock Chart & Stats
$35.76
-$0.45(-2.03%)
At close: 4:00 PM EST
$35.76
-$0.45(-2.03%)
Day’s Range― - ―
52-Week Range$17.29 - $52.21
Previous CloseN/A
Volume25.49K
Average Volume (3M)44.30K
Market Cap
$1.22B
Enterprise Value$944.70M
Total Cash (Recent Filing)$101.92M
Total Debt (Recent Filing)$70.77M
Price to Earnings (P/E)―
Beta-0.09
Next Earnings
Sep 25, 2026EPS Estimate
-22.9Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-1.87
Shares Outstanding34,856,410
10 Day Avg. Volume44,997
30 Day Avg. Volume44,305
Financial Highlights & Ratios
PEG Ratio-0.80
Price to Book (P/B)1.09
Price to Sales (P/S)0.00
P/FCF Ratio-2.24
Enterprise Value/Market Cap0.77
Enterprise Value/RevenueN/A
Enterprise Value/Gross Profit-2.83K
Enterprise Value/Ebitda-28.78
Forecast
1Y Price Target
$58.80Price Target Upside64.43% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering5
EPS Forecast (FY)-211.2
Revenue Forecast (FY)$12.62M
Bulls Say, Bears Say
Bulls Say
Solid Balance Sheet And Moderate LeverageA sizable equity base (~$395.6M) and low debt-to-equity (~0.17) provide durable financial flexibility for a capital-intensive E&P company. This cushioning supports multi-well programs, lowers near-term refinancing pressure, and preserves optionality for farm-outs or staged development over months.
Farm-in Brings Funded Work Program And Partner SupportA farm-in that carries up to US$28.5M materially reduces Tamboran’s near-term cash outlay while accelerating activity. The link to Daly Waters/INPEX brings LNG operator experience and de-risks commercialization pathways, preserving operatorship and balance sheet strength during appraisal and early development.
Falcon Acquisition Materially Expands Beetaloo AcreageClosing the Falcon deal meaningfully scales Tamboran’s resource footprint to ~2.8M acres, improving project optionality, cluster development economics and attractiveness to partners and infrastructure providers. Greater scale supports long-term commercialization plans and potential economies of scale in midstream planning.
Bears Say
Persistent Negative Operating And Free Cash FlowConsistent negative OCF (~-$33.5M TTM) and deeply negative FCF (~-$57.8M TTM) indicate the business currently burns cash to fund exploration and development. This durable cash-burn profile implies ongoing reliance on external capital, potential dilution, and constrained ability to self-fund multi-year project ramps until production cash flows materialize.
Sustained Losses And Minimal Revenue BaseThe company remains loss-making with only nascent revenue (~$1.0M TTM) against substantial operating costs. Persistent negative earnings and weak margins mean returns on equity are negative, limiting internal funding capacity and increasing sensitivity to capital markets and partner funding over the medium term.
Regulatory And Timing Risk Around Falcon Closing And PermitsThe Falcon transaction and related development steps are contingent on governmental approvals and an amended OFAC license. These regulatory gating items create durable timing risk, potentially delaying integration, JV milestones and farm-out benefits, and could alter partner commitments or development schedules if approvals shift.
Tamboran Resources Corporation News
TBN FAQ
What was Tamboran Resources Corporation’s price range in the past 12 months?
Tamboran Resources Corporation lowest stock price was $17.29 and its highest was $52.21 in the past 12 months.
What is Tamboran Resources Corporation’s market cap?
Tamboran Resources Corporation’s market cap is $1.22B.
When is Tamboran Resources Corporation’s upcoming earnings report date?
Tamboran Resources Corporation’s upcoming earnings report date is Sep 25, 2026 which is in 96 days.
How were Tamboran Resources Corporation’s earnings last quarter?
Tamboran Resources Corporation released its earnings results on May 13, 2026. The company reported -$84 earnings per share for the quarter, missing the consensus estimate of -$47.719 by -$36.281.
Is Tamboran Resources Corporation overvalued?
According to Wall Street analysts Tamboran Resources Corporation’s price is currently Undervalued.
Does Tamboran Resources Corporation pay dividends?
Tamboran Resources Corporation does not currently pay dividends.
What is Tamboran Resources Corporation’s EPS estimate?
Tamboran Resources Corporation’s EPS estimate is -22.9.
How many shares outstanding does Tamboran Resources Corporation have?
Tamboran Resources Corporation has 34,856,410 shares outstanding.
What happened to Tamboran Resources Corporation’s price movement after its last earnings report?
Tamboran Resources Corporation reported an EPS of -$84 in its last earnings report, missing expectations of -$47.719. Following the earnings report the stock price went down -2.279%.
Which hedge fund is a major shareholder of Tamboran Resources Corporation?
Currently, no hedge funds are holding shares in TBN
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Tamboran Resources Corporation Stock Smart Score
Outperform
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Analyst Consensus
Strong Buy
Average Price Target:
$58.80 (64.43% Upside)
$58.80 (64.43% Upside)
Hedge Fund Trend
Decreased
By 57.6K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Bought Shares
Worth $621.5K over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▼ 2.9%
Last 30 Days ▲ 26.4%
Last 30 Days ▲ 26.4%
Technicals
SMA
Positive
20 days / 200 days
Momentum
45.62%
12-Months-Change
Fundamentals
Return on Equity
-21.66%
Trailing 12-Months
Asset Growth
76.15%
Trailing 12-Months
Company Description
Tamboran Resources Corporation
Tamboran Resources Corporation is an energy firm focused on natural gas, with a core mission to unlock unconventional gas reserves situated in Australia's Northern Territory. The company's asset portfolio encompasses a 25% non-operated stake in EP 161, a 38.75% equity share across EPs 76, 98, and 117, and a complete 100% ownership interest in EPs 136, 143, and EP (A) 197. All these properties are primarily located within the prolific Beetaloo Basin. Tamboran Resources Corporation was founded in 2009 and maintains its corporate headquarters in Sydney, Australia.
TBN Company Deck
TBN Earnings Call
Q3 2026
0:00 / 0:00
TBN Stock 12 Month Forecast
Average Price Target
$58.80
▲(64.43% Upside)
Technical Analysis
Ownership Overview
14.70% Insiders
0.38% Mutual Funds
20.36% Other Institutional Investors
64.13% Public Companies and
Individual Investors
Options Prices
Currently, No data available
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