US · Energy · Oil & Gas E&P
EPS came in at -0.59 against a street estimate of -0.25 — a miss of 136.0%.
Analysts rate Tamboran Resources Corporation a strong buy (7 buy, 0 hold, 0 sell out of 7) with an average price target of $58.57.
CONFIDENT Tamboran achieved first gas sales to Northern Territory market after 20 days; completed Sturt Plateau compression facility on time and $9M under budget. Drilling improvements and local sand testing underway. Balance sheet strengthened with $225M cash; strategic partner discussions ongoing. Q4 FY26 Tamboran operates across two Betaloo Basin depocenters. West side (JV with Daly Waters Energy and INPEX) has achieved first gas milestone. East side (JV with Santos, 25% interest) commencing appraisal drilling. Analysts pressed on drilling cost trajectory (25-day target achievable?), timing of nominations reaching 40 TJ/day for multi-well history, and local sand viability hurdles. Management emphasized repeatability and scale as key cost drivers; confirmed 25 days realistic with further improvements expected; stressed need for 12-month performance data before full Red Sand adoption. 2…
Full summary in the app.
| Fund | Stake |
|---|---|
| HITE Hedge Asset Management MLP | 10.19% |
| Gilder Gagnon Howe & CO LLC | 3.86% |
| Alberta Investment Management Corp | 3.04% |
| Cinctive Capital Management LP | 2.32% |
| Yaupon Capital Management LP | 2.20% |
| Reaves W H & Co Inc | 2.17% |
| Ingalls & Snyder LLC | 1.78% |
| HighTower Advisors, LLC | 1.62% |
| Document | Date |
|---|---|
| Proxy statement · Q2 FY2027 EXECUTIVE PAY • CEO Todd Abbott’s total compensation for fiscal 2026 was not provided in the supplied document excerpt, so the exact amount and year- | 2026-10-30 |
| Board / officer change · Q2 FY2027 HEADLINE NUMBERS • Tamboran Resources Corporation (NYSE: TBN) appointed Todd Abbott as Managing Director, effective October 19, 2026. • Abbott will | 2026-10-19 |
| Annual report FY2026 TAMBORAN RESOURCES CORPORATION - FORM 10-K SUMMARY Fiscal Year Ended June 30, 2026 --- HEADLINE NUMBERS • Public Float (as of December 31, 2025): $ | 2026-09-25 |
| Results announced · Q1 FY2027 TAMBORAN RESOURCES CORPORATION – 4Q FY26 RESULTS SUMMARY HEADLINE NUMBERS • Market capitalization: USD 1,268 million (combined NYSE and ASX listing | 2026-09-25 |
| 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 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.