Tamboran Resources Corporation (TBN)
NYSE:TBN
TBN Stock Chart & Stats
$34.55
-$0.45(-2.03%)
At close: 4:00 PM EST
$34.55
-$0.45(-2.03%)
Day’s Range― - ―
52-Week Range$17.29 - $44.13
Previous CloseN/A
Volume25.49K
Average Volume (3M)44.30K
Market Cap
$782.20M
Enterprise Value$801.43M
Total Cash (Recent Filing)$83.40M
Total Debt (Recent Filing)$90.10M
Price to Earnings (P/E)―
Beta0.32
Next Earnings
May 20, 2026EPS Estimate
-44.18Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-66.00
Shares Outstanding22,639,513
10 Day Avg. Volume44,997
30 Day Avg. Volume44,305
Financial Highlights & Ratios
PEG Ratio>-0.01
Price to Book (P/B)1.09
Price to Sales (P/S)0.00
P/FCF Ratio-2.24
Enterprise Value/Market Cap1.02
Enterprise Value/RevenueN/A
Enterprise Value/Gross Profit-1.41K
Enterprise Value/Ebitda-21.89
Forecast
1Y Price Target
$38.67Price Target Upside11.92% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering3
EPS Forecast (FY)-170.31
Revenue Forecast (FY)$14.32M
Bulls Say, Bears Say
Bulls Say
Low Leverage / Strong Balance SheetA very low debt-to-equity ratio and materially larger asset base provide durable financial flexibility for an exploration-stage E&P. This cushion supports continued appraisal and development spending, reduces insolvency risk relative to peers, and makes Tamboran a more credible counterparty for JV and farm-out negotiations.
Closed $32M PIPE FinancingSecuring $32M of committed equity materially extends Tamboran’s runway through near-term appraisal and milestone phases. Durable impact comes from improved ability to fund wells, meet JV and regulatory milestones, and reduce immediate pressure to sell core assets, making execution through pre-production less contingent on urgent external capital.
Experienced Upstream CEOHiring a seasoned upstream executive with track record in unconventional shale and M&A/finance strengthens execution capability. Over 2-6 months this raises odds of better project planning, partner engagement and capital structuring, and aligns management incentives to long-term value creation via equity-based LTIPs and operational focus.
Bears Say
Minimal Revenue; Persistent LossesTamboran remains pre-commercial with negligible sales and sustained large net losses, meaning it generates no operating earnings to self-fund development. Over the medium term this forces dependence on external capital, increases dilution risk, and implies a long runway to any profitability unless material commercial volumes are proven.
High Cash Burn And Negative Free Cash FlowDeeply negative operating and free cash flow reflect heavy appraisal and development spending without offsetting receipts. This structural cash burn necessitates recurrent financing, limits optionality on project sequencing, and exposes the company to funding stress or project delays if capital markets become more constrained.
Project Execution And Regulatory DependencyTamboran’s value is contingent on proving commercial gas, securing regulatory approvals, and building pipeline/processing access. These structural execution and permitting risks can delay or prevent revenue generation; even expanded Phase 2 JV terms reduce timing pressure but do not remove core regulatory and infrastructure dependencies.
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 $44.13 in the past 12 months.
What is Tamboran Resources Corporation’s market cap?
Tamboran Resources Corporation’s market cap is $782.20M.
When is Tamboran Resources Corporation’s upcoming earnings report date?
Tamboran Resources Corporation’s upcoming earnings report date is May 20, 2026 which is in 53 days.
How were Tamboran Resources Corporation’s earnings last quarter?
Tamboran Resources Corporation released its earnings results on Feb 11, 2026. The company reported -$66 earnings per share for the quarter, missing the consensus estimate of -$45.98 by -$20.02.
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 -44.18.
How many shares outstanding does Tamboran Resources Corporation have?
Tamboran Resources Corporation has 22,639,513 shares outstanding.
What happened to Tamboran Resources Corporation’s price movement after its last earnings report?
Tamboran Resources Corporation reported an EPS of -$66 in its last earnings report, missing expectations of -$45.98. Following the earnings report the stock price went down -2.969%.
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
Neutral
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Analyst Consensus
Moderate Buy
Average Price Target:
$38.67 (11.92% Upside)
$38.67 (11.92% Upside)
Hedge Fund Trend
Increased
By 770.2K Shares
Last Quarter.
Last Quarter.
Technicals
SMA
Positive
20 days / 200 days
Momentum
45.62%
12-Months-Change
Fundamentals
Return on Equity
-13.73%
Trailing 12-Months
Asset Growth
27.00%
Trailing 12-Months
Company Description
Tamboran Resources Corporation
Tamboran Resources Corporation, a natural gas company, focuses on developing unconventional gas resources in the northern territory of Australia. Its assets include a 25% non-operated working interest in EP 161; a 38.75% working interest in EPs 76, 98, and 117; and a 100% working interest in EPs 136 and 143, as well as EP (A) 197, located in the Betaloo Basin. Tamboran Resources Corporation was founded in 2009 and is headquartered in Sydney, Australia.
TBN Company Deck
TBN Earnings Call
Q2 2026
0:00 / 0:00
TBN Stock 12 Month Forecast
Average Price Target
$38.67
▲(11.92% Upside)
Technical Analysis
Ownership Overview
21.76% Insiders
0.56% Mutual Funds
26.45% Other Institutional Investors
51.12% Public Companies and
Individual Investors
Options Prices
Currently, No data available
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