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Tamboran Resources Corporation (TBN)

US · Energy · Oil & Gas E&P

$38.50+0.42%
Last close · 2026-09-17

Latest quarter · ended 2026-03-31

Revenue
$987,000
Net profit
$-9.4M
EPS
$-0.39
EPS estimate
$-0.34
Net margin
-953.1%

EPS came in at -0.39 against a street estimate of -0.34 — a miss of 14.7%.

Key statistics

Market cap
$1.34B
Forward P/E
10,000.0
P/B
3.38
Book value
$17.40
EPS (TTM)
$-1.84
52-week high
$52.21
52-week low
$19.55
50-day MA
$35.54
200-day MA
$32.69
Beta
0.28

Analyst view

Analysts rate Tamboran Resources Corporation a strong buy (5 buy, 1 hold, 0 sell out of 6) with an average price target of $55.17.

Shareholding

Insiders
20.44%
Institutions
38.50%

Largest institutional holders

FundStake
HITE Hedge Asset Management MLP5.96%
Alberta Investment Management Corp2.46%
Gilder Gagnon Howe & CO LLC2.41%
Encompass Capital Advisors LLC2.05%
Reaves W H & Co Inc1.76%
Yaupon Capital Management LP1.54%
UBS Group AG1.34%
Ancient Art, L.P.1.25%

Recent filings & reports

DocumentDate
Reg FD disclosure · Q1 FY2027
TAMBORAN RESOURCES CORPORATION - 8-K FILING SUMMARY August 31, 2026 --- HEADLINE NUMBERS • Company: Tamboran Resources Corporation (Ticker: TBN, NY
2026-08-31
Acquisition completed · Q4 FY2026
TAMBORAN RESOURCES CORPORATION – FORM 8-K SUMMARY HEADLINE NUMBERS • Completed acquisition of Falcon Oil & Gas Ltd subsidiaries on May 28, 2026 • Is
2026-05-28
Quarterly report · Q3 FY2026
TAMBORAN RESOURCES CORPORATION – Q1 2026 (MARCH 31, 2026) SUMMARY HEADLINE NUMBERS • Cash position: $88.2 million cash and cash equivalents as of Ma
2026-05-13
Results announced · Q4 FY2026
TAMBORAN RESOURCES CORPORATION – Q3 FY2026 SUMMARY HEADLINE NUMBERS • Cash balance as of March 31, 2026: US$95 million (including 50% share of restr
2026-05-13
Current report · Q4 FY2026
TAMBORAN RESOURCES CORPORATION - FORM 8-K SUMMARY HEADLINE NUMBERS • Equity raise: A$24.8 million gross proceeds from retail entitlement offer • Sec
2026-05-04
Quarterly report · Q2 FY2026
TAMBORAN RESOURCES CORPORATION – Q2 FY2026 10-Q SUMMARY HEADLINE NUMBERS • Cash position: $83.4 million in cash and cash equivalents as of December
2026-02-11
Proxy statement · Q3 FY2026
TAMBORAN RESOURCES CORPORATION — PROXY SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • 15 proposals total, all recommended FOR by the Board • Proposal 1:
2025-11-24
Quarterly report · Q1 FY2026
TAMBORAN RESOURCES CORPORATION – Q3 2025 (Sept 30) SUMMARY HEADLINE NUMBERS • Total Assets: $484.2 million (up from $446.5 million at June 30, 2025)
2025-11-13

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Deals & corporate news

AnnouncementDate
Acquired Falcon Oil Gas assets in Australia, Hungary, Ireland, and South Africa
Tamboran Resources completed its acquisition of Falcon Oil and Gas assets on May 28, 2026. Tamboran paid approximately $23.7 million in cash and issued 6.5 million shares of its common stock
2026-05-28
Farm-in agreement with Daly Waters Energy for working interest stake
Tamboran Resources announced a Farm-In Agreement on March 30, 2026, with Daly Waters Energy (DWE) involving approximately 10,000 acres across three pilot areas in the Beetaloo Basin in Austr
2026-04-03
Amended joint venture agreement for Beetaloo Basin gas project acreage
Tamboran Resources modified its joint venture and asset agreements for its Beetaloo Basin natural gas project in Australia. The key changes include: (1) expanding the development area by 100
2026-03-20
Stockholders approve acquisition of Falcon Oil Gas through plan of arrangement
Tamboran Resources Corporation held a shareholder meeting on March 3, 2026, where stockholders overwhelmingly approved three proposals related to acquiring Falcon Oil Gas Ltd. The key approv
2026-03-04
Secured A$179.8M financing facility for ongoing compression facility development
Tamboran Resources secured approximately A$180 million in financing for the Sturt Plateau Compression Facility (SPCF), a gas development project in Australia where the company owns a 50% ind
2025-10-03

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Data updated 2026-09-18.