TBN FY2026 EPS Estimate Raised by Northland Securities

Tamboran Resources Corporation (NYSE:TBN) – Northland Securities lifted their FY2026 earnings per share estimates for Tamboran Resources in a note issued to investors on Thursday, July 23rd. Northland Securities analyst J. Grampp now anticipates that the company will post earnings per share of ($1.43) for the year, up from their prior 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 announced its quarterly earnings results on Wednesday, May 13th. The company reported ($0.42) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.36) by ($0.06).

A number of other equities analysts have also recently weighed in on TBN. Piper Sandler reissued an “overweight” rating and set a $74.00 price target (up from $41.00) on shares of Tamboran Resources in a research report on Tuesday, March 31st. Weiss Ratings restated a “sell (d)” rating on shares of Tamboran Resources in a research report on Monday, July 6th. Royal Bank Of Canada upgraded Tamboran Resources from a “sector perform” rating to an “outperform” rating and lifted their target price for the stock from $38.00 to $55.00 in a report on Wednesday, April 29th. Finally, Roth Capital initiated coverage on Tamboran Resources in a research note on Thursday, May 21st. They issued a “buy” rating and a $47.00 target price for the company. Four research analysts have rated the stock with a Buy rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $58.50.

Tamboran Resources Stock Down 4.7%

Shares of NYSE:TBN opened at $32.35 on Monday. Tamboran Resources has a 52 week low of $19.28 and a 52 week high of $52.21. The company has a debt-to-equity ratio of 0.10, a quick ratio of 2.00 and a current ratio of 2.00. The company has a market capitalization of $916.15 million, a PE ratio of -17.30 and a beta of -2.10. The company has a 50 day moving average price of $33.56 and a two-hundred day moving average price of $33.03.

Institutional Investors Weigh In On Tamboran Resources

Several large investors have recently made changes to their positions in the stock. Bank of America Corp DE lifted its position in Tamboran Resources by 66.7% in the 4th quarter. Bank of America Corp DE now owns 1,500 shares of the company’s stock valued at $31,000 after acquiring an additional 600 shares in the last quarter. State of Wyoming bought a new position in Tamboran Resources during the 2nd quarter worth about $99,000. Walleye Capital LLC bought a new position in Tamboran Resources during the 4th quarter worth about $204,000. Janney Montgomery Scott LLC acquired a new stake in shares of Tamboran Resources in the 1st quarter valued at about $240,000. Finally, XY Capital Ltd acquired a new stake in shares of Tamboran Resources in the 4th quarter valued at about $253,000.

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.