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TBN Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
35.750
Open
35.710
VWAP
35.49
Vol
195.21K
Mkt Cap
807.86M
Low
35.090
Amount
6.93M
EV/EBITDA(TTM)
--
Total Shares
22.67M
EV
1.05B
EV/OCF(TTM)
--
P/S(TTM)
--
Tamboran Resources Corporation is an Australia-based independent natural gas exploration and production company focused on an integrated approach to the commercial development of the natural gas resources in the Beetaloo Basin located within the Northern Territory of Australia. Through its subsidiaries, the Company holds approximately 1.9 million net prospective acres in the Beetaloo Basin. Its key assets include a 47.5% operating interest over 20,309 acres in the proposed northern Pilot Area, a 38.75% non-operating interest over 20,309 acres in the proposed southern Pilot Area, a 58.13% operating interest in the proposed Phase 2 development area covering 406,693 acres, a 67.83% operated interest over 219,030 acres in a proposed Retention License 10, a 77.5% operating interest across 1,487,418 acres over ex-EPs 76, 98 and 117, a 100% working interest and operatorship in EP 136 and a 25% non-operated working interest in EP 161, which are all located in the Beetaloo Basin.
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Events Timeline

(ET)
2026-04-08
06:00:00
RBC Capital and Wells Fargo Jointly Manage Offering
select
2026-04-07 (ET)
2026-04-07
17:50:00
RBC Capital Markets and Wells Fargo Securities Jointly Manage Offering
select
2026-04-07
16:20:00
Tamboran Resources Files Automatic Mixed Securities Shelf
select
2026-04-02 (ET)
2026-04-02
09:10:00
Shenandoah South 6H Well Sets Record with 10.3 Million Cubic Feet Per Day
select
2026-03-30 (ET)
2026-03-30
09:10:00
Tamboran and DWE Sign Farm-in Agreement to Advance Beetaloo Basin Development
select

News

moomoo
4.0
04-29moomoo
TAMBORAN RESOURCES CORP: RBC Upgrades to Outperform from Sector Perform; Increases Target Price from $38 to $55
  • Company Overview: Tamboran Resources Corp has raised its target price significantly, indicating positive performance in the sector.

  • Price Adjustment: The target price has been increased from $38 to $55, reflecting improved market expectations.

Newsfilter
9.5
04-29Newsfilter
Falcon Oil & Gas Ltd. Releases 2025 Financial Results
  • Widening Financial Losses: Falcon Oil & Gas reported a net loss of $2.596 million for the fiscal year 2025, an improvement from the $2.965 million loss in 2024, yet it still reflects ongoing financial pressure that could impact investor confidence.
  • Cash Flow Constraints: As of December 31, 2025, Falcon's cash balance plummeted to $1.3 million from $6.8 million in 2024, indicating significant cash outflows from operations and investments that may limit future expansion capabilities.
  • Asset-Liability Position: Falcon's total assets stood at $61.089 million with total liabilities of $19.020 million as of 2025, highlighting challenges in asset management that could affect its financing capabilities and market competitiveness.
  • Strategic Partnership Progress: The agreement with Tamboran Resources is progressing and expected to close in Q2 2026, which could provide new growth opportunities for the company, although its current financial situation still requires improvement.
Newsfilter
9.5
04-28Newsfilter
Tamboran Resources to Release Q3 Earnings and Operational Update
  • Earnings Release Schedule: Tamboran Resources Corporation plans to release its third quarter earnings and operational update after NYSE market closes on May 13, 2026, indicating progress in its operations in the Beetaloo Basin.
  • Webcast Meeting: CEO Todd Abbott will host a webcast at 5:30 PM EDT to provide updates on the company's operations and engage in a brief Q&A session, enhancing transparency and investor relations.
  • Recording Availability: A recording of the webcast will be available on Tamboran's website post-presentation, ensuring that investors who cannot attend live can access critical information, thus improving information accessibility.
  • Investor Contact Information: Vice President Chris Morbey provides contact details for investor and media inquiries, ensuring timely access to relevant information and further strengthening communication with investors.
Yahoo Finance
8.5
04-27Yahoo Finance
Tamboran Resources Secures $198M Funding for Beetaloo Growth
  • Successful Capital Raise: Tamboran Resources completed a $198 million capital raise, which was 3.5 times oversubscribed in the US, reflecting strong institutional confidence in the Beetaloo strategy and highlighting the increasing focus on global energy security.
  • Accelerated Production Plans: Initial gas production is expected as early as Q3 2025, supplying the Northern Territory, which will generate cash flow and lay the groundwork for full-scale development targeted for 2026.
  • Technical Milestone Achieved: The Shenandoah South 6H well achieved a record IP20 flow rate of approximately 8.8 million cubic feet per day, and the early shut-in decision not only reduced costs and emissions but also confirmed the reliability of the data, boosting investor confidence.
  • Strategic Partnership Agreement: The farm-down agreement with Daly Waters Energy reduces forward capital commitments while securing carry funding, allowing the company to maintain exposure to key assets while managing risk, thereby enhancing the economic potential of the Beetaloo basin.
seekingalpha
8.5
04-08seekingalpha
Tamboran Resources Sets Pricing for Public Offering
  • Offering Size: Tamboran Resources has announced a public offering of 2.96 million shares at $35.00 each, with expected gross proceeds of $103.5 million, excluding an additional 443,491 shares that underwriters can purchase within 30 days, indicating the company's proactive approach to capital markets.
  • Use of Proceeds: The net proceeds from this offering will fund additional drilling in the Pilot Area, resource delineation in the Orion Acreage and Beetaloo Central Development Area, drilling in EP 161, working capital, and other corporate purposes, highlighting the company's strategic focus on expanding its resource base.
  • Underwriter Arrangement: RBC Capital Markets and Wells Fargo Securities will serve as joint book-running managers for this offering, ensuring a smooth fundraising process while bolstering market confidence in Tamboran Resources.
  • Stock Price Reaction: Following the offering announcement, Tamboran's stock sharply declined in after-hours trading, falling to as low as $38.50, representing a roughly 15% drop, reflecting market concerns regarding the offering and investor sentiment about the company's future prospects.
Yahoo Finance
8.5
04-08Yahoo Finance
Tamboran Raises ~$198M to Accelerate Beetaloo Basin Growth Ahead of First Gas
  • Capital Raising Scale: Tamboran aims to raise approximately $198 million through an underwritten US public offering and entitlement offer, with proceeds allocated for drilling, infrastructure, and resource delineation in the Northern Territory, facilitating the company's first gas production by Q3 2026.
  • Equity Structure Adjustment: The financing will issue around 5.7 million new shares, representing 25% of existing capital, priced at $35 each, reflecting a discount of about 22.8% to the last close, indicative of market dynamics for pre-cash flow energy developments.
  • Infrastructure Progress: The processing infrastructure for the Shenandoah South pilot project is approximately 84% complete, with an initial production target of about 40 million cubic feet per day, and a contracted gas sales agreement with the Northern Territory government extending to 2041, ensuring a stable revenue stream.
  • Favorable Market Outlook: As east coast gas demand is projected to face shortfalls by the mid-2030s, Tamboran's Beetaloo Basin is positioned as a new domestic supply source, particularly amid geopolitical factors that emphasize the value of stable Australian gas supply into Asia, enhancing market expectations for its future development.
Wall Street analysts forecast TBN stock price to rise
4 Analyst Rating
Wall Street analysts forecast TBN stock price to rise
3 Buy
1 Hold
0 Sell
Strong Buy
Current: 0.000
sliders
Low
35.00
Averages
37.75
High
41.00
Current: 0.000
sliders
Low
35.00
Averages
37.75
High
41.00
RBC Capital
Sector Perform
to
Outperform
upgrade
$38 -> $55
AI Analysis
2026-04-29
Reason
RBC Capital
Price Target
$38 -> $55
AI Analysis
2026-04-29
upgrade
Sector Perform
to
Outperform
Reason
RBC Capital upgraded Tamboran Resources to Outperform from Sector Perform with a price target of $55, up from $38. The firm cites momentum in the "nascent" Beetaloo Basin and a "more robust" global natural gas market for the upgrade. The Daly Waters Energy farmout is an endorsement of the value potential of the Beetaloo and a pathway to future commercialization, the analyst tells investors in a research note. RBC adds that Tamboran's recent equity offering and asset exchange with Daly funds the pilot project through 2028.
Piper Sandler
Mark Lear
maintain
$41 -> $74
2026-03-31
Reason
Piper Sandler
Mark Lear
Price Target
$41 -> $74
2026-03-31
maintain
Reason
Piper Sandler analyst Mark Lear raised the firm's price target on Tamboran Resources to $74 from $41 and keeps an Overweight rating on the shares following two recent transactions in the Beetaloo Basin that values the basin at $2.9-5.5k/acre including the farm-out transaction of 10k net acres to Daly Waters. The deal follows the announcement last week that INPEX is farming into DWE's position in the Beetaloo, with an option to further expand its position. Tamboran is expected to close the acquisition of Falcon in the next couple of weeks and anticipates having a farm out agreement of its own by mid-FY26, in an environment where the Iran War is expected to place a premium on long-term gas resource outside the Middle East, adds Piper.
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Valuation Metrics

The current forward P/E ratio for Tamboran Resources Corp (TBN.N) is 10000.00, compared to its 5-year average forward P/E of 64.90. For a more detailed relative valuation and DCF analysis to assess Tamboran Resources Corp's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
64.90
Current PE
10000.00
Overvalued PE
908.76
Undervalued PE
-778.96

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
-14.02
Current EV/EBITDA
0.00
Overvalued EV/EBITDA
-2.92
Undervalued EV/EBITDA
-25.12

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PS
7.55
Current PS
12.21
Overvalued PS
22.54
Undervalued PS
-7.44

Financials

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Whales Holding TBN

H
Hite Hedge Asset Management LLC
Holding
TBN
+4.25%
3M Return
W
Washington H. Soul Pattinson and Company Limited
Holding
TBN
+3.25%
3M Return

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Frequently Asked Questions

What is Tamboran Resources Corp (TBN) stock price today?

The current price of TBN is 35.64 USD — it has increased 0.39

What is Tamboran Resources Corp (TBN)'s business?

Tamboran Resources Corporation is an Australia-based independent natural gas exploration and production company focused on an integrated approach to the commercial development of the natural gas resources in the Beetaloo Basin located within the Northern Territory of Australia. Through its subsidiaries, the Company holds approximately 1.9 million net prospective acres in the Beetaloo Basin. Its key assets include a 47.5% operating interest over 20,309 acres in the proposed northern Pilot Area, a 38.75% non-operating interest over 20,309 acres in the proposed southern Pilot Area, a 58.13% operating interest in the proposed Phase 2 development area covering 406,693 acres, a 67.83% operated interest over 219,030 acres in a proposed Retention License 10, a 77.5% operating interest across 1,487,418 acres over ex-EPs 76, 98 and 117, a 100% working interest and operatorship in EP 136 and a 25% non-operated working interest in EP 161, which are all located in the Beetaloo Basin.

What is the price predicton of TBN Stock?

Wall Street analysts forecast TBN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TBN is37.75 USD with a low forecast of 35.00 USD and a high forecast of 41.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Tamboran Resources Corp (TBN)'s revenue for the last quarter?

Tamboran Resources Corp revenue for the last quarter amounts to 0.00 USD, decreased

What is Tamboran Resources Corp (TBN)'s earnings per share (EPS) for the last quarter?

Tamboran Resources Corp. EPS for the last quarter amounts to -0.33 USD, decreased -66.67

How many employees does Tamboran Resources Corp (TBN). have?

Tamboran Resources Corp (TBN) has 46 emplpoyees as of May 10 2026.

What is Tamboran Resources Corp (TBN) market cap?

Today TBN has the market capitalization of 807.86M USD.