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Tamboran Resources Corp

TBN·NYSE

$35.26

+8.1%
EnergyOil & Gas Exploration & Production

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.

At a Glance

Live Snapshot
Market Cap$998.46M
EPS-2516.9400
P/E Ratio-0.01
Earnings Date09/24/2026
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Tamboran Resources Corp Street Expectations Map

TBN · NYSE

Wall Street analysts project that TBN stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 51.00, with estimates ranging from a low of 47.00 to a high of 55.00.

Lowest Target
47.00
33.30%
Consensus Target
51.00
44.64%
Highest Target
55.00
55.98%

The consensus 1-year price target stands at 51.00, with estimates ranging from a low of 47.00 to a high of 55.00.

Analyst Consensus Analysis

Upside Potential

+44.6%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

15.7% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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Tamboran Resources Corp Forward Estimates of Revenue

TBN · NYSE
Latest Revenue
0.00
FY 2025
Avg Estimate
12.62M
FY 2026
Estimate Range
11.18M - 15.38M
Analyst Spread

Forward Growth Analysis

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread33%

Moderate uncertainty in forecasts—typical for companies with evolving business models.

OutlookCautious

Analyst skepticism evident—carefully evaluate risks before investment decisions.

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Tamboran Resources Corp Forward Estimates of Net Income

TBN · NYSE
Latest Net Income
-36.90M
FY 2025
Avg Estimate
-3.10B
FY 2026
Estimate Range
-3.16B - -3.03B
Analyst Spread

Forward Growth Analysis

Projected Growth-8291.0%

Significant contraction projected—major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Tamboran Resources Corp Forward Estimates of EPS

TBN · NYSE
Latest EPS
-2.52K
FY 2025
Avg Estimate
$-211.20
FY 2026
Estimate Range
$-215.66 - $-206.74
Analyst Spread

Forward Growth Analysis

Projected Growth+91.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Tamboran Resources Corp Forward Estimates of EBIT

TBN · NYSE
Latest EBIT
-39.62M
FY 2025
Avg Estimate
0.00
FY 2026
Estimate Range
0.00 - 0.00
Analyst Spread

Forward Growth Analysis

Projected Growth+100.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Tamboran Resources Corp Forward Estimates of EBITDA

TBN · NYSE
Latest EBITDA
-38.50M
FY 2025
Avg Estimate
0.00
FY 2026
Estimate Range
0.00 - 0.00
Analyst Spread

Forward Growth Analysis

Projected Growth+100.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Tamboran Resources Corp Forward Estimates of SG&A Expense

TBN · NYSE
Latest SG&A Expense
31.78M
FY 2025
Avg Estimate
0.00
FY 2026
Estimate Range
0.00 - 0.00
Analyst Spread

Forward Growth Analysis

Projected Growth-100.0%

Significant contraction projected—major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

OutlookCautious

Analyst skepticism evident—carefully evaluate risks before investment decisions.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Tamboran Resources Corp Insider Positioning

TBN · NYSE

During the last 12 months, insiders have purchased $10.90M worth of TBN shares, with no selling activity reported.

3 Months

Bought

17.0K

621.64K

Sold

0

0.00

Net Activity

+622K

+$622K

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

2.0K

47.00K

Sold

0

0.00

Net Activity

+47K

+$47K

9-12 Months

Bought

576.5K

10.23M

Sold

0

0.00

Net Activity

+10.2M

+$10.23M

Top Buyers

1
SB

Sheffield Bryan

10 Percent Owner

563.7K shares1 transactions

$10.00M

2
PPZ

Pace Phillip Z

Director

12.0K shares2 transactions

$417K

3
SSD

Sheffield Scott D

Director

7.0K shares1 transactions

$252K

4
SDN

Siegel David N

Director

10.0K shares1 transactions

$177K

5
SRK

Stoneburner Richard K

Director

2.8K shares1 transactions

$50K

Top Sellers

No selling activity

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $10.90M net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

∞:1

Perfect buy/sell ratio. Only buying activity with zero selling—the most bullish possible insider signal.

Recent Trend (3 Months)

$622K

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

High Buying

5 insider buyers vs. 0 sellers. Broad-based buying across management team suggests widespread confidence.

Insider Activity Insight

Strong confluence of bullish signals: High buy/sell ratio, multiple insiders participating, and recent buying momentum all point to significant insider confidence. This level of coordinated buying often precedes positive developments.