Research Analysts Offer Predictions for TBN FY2026 Earnings

Tamboran Resources Corporation (NYSE:TBN) – Analysts at Northland Securities raised their FY2026 earnings per share estimates for Tamboran Resources in a report released on Thursday, July 23rd. Northland Securities analyst J. Grampp now expects that the company will post earnings per share of ($1.43) for the year, up from their previous 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 released its quarterly earnings results on Wednesday, May 13th. The company reported ($0.42) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.36) by ($0.06).

Several other analysts have also issued reports on TBN. 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 shares of Tamboran Resources from a “sector perform” rating to an “outperform” rating and increased their price target for the stock from $38.00 to $55.00 in a research report on Wednesday, April 29th. Wells Fargo & Company lifted their price target on shares of Tamboran Resources from $35.00 to $58.00 and gave the stock an “overweight” rating in a research note on Monday, March 30th. Piper Sandler reissued an “overweight” rating and set a $74.00 price objective (up from $41.00) on shares of Tamboran Resources in a research report on Tuesday, March 31st. Finally, Roth Capital started coverage on Tamboran Resources in a research note on Thursday, May 21st. They issued a “buy” rating and a $47.00 price objective for the company. Four research analysts have rated the stock with a Buy rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Tamboran Resources presently has a consensus rating of “Moderate Buy” and a consensus target price of $58.50.

Tamboran Resources Price Performance

Shares of NYSE:TBN opened at $34.25 on Monday. The company has a quick ratio of 2.00, a current ratio of 2.00 and a debt-to-equity ratio of 0.10. The stock has a market capitalization of $969.93 million, a PE ratio of -18.31 and a beta of -2.10. The firm’s 50 day moving average price is $33.71 and its 200-day moving average price is $32.92. Tamboran Resources has a twelve month low of $19.28 and a twelve month high of $52.21.

Institutional Investors Weigh In On Tamboran Resources

Several hedge funds and other institutional investors have recently added to or reduced their stakes in TBN. Cooper Investors PTY Ltd. raised its stake in Tamboran Resources by 514.0% during the 2nd quarter. Cooper Investors PTY Ltd. now owns 155,479 shares of the company’s stock worth $5,055,000 after acquiring an additional 130,157 shares during the period. Bank of America Corp DE lifted its holdings in Tamboran Resources by 64.5% during the first quarter. Bank of America Corp DE now owns 53,374 shares of the company’s stock valued at $2,668,000 after purchasing an additional 20,932 shares in the last quarter. The Manufacturers Life Insurance Company boosted its position in shares of Tamboran Resources by 113.8% in the first quarter. The Manufacturers Life Insurance Company now owns 237,748 shares of the company’s stock worth $11,885,000 after purchasing an additional 126,549 shares during the period. Clough Capital Partners L P bought a new position in shares of Tamboran Resources in the first quarter worth approximately $2,344,000. Finally, Sei Investments Co. purchased a new stake in shares of Tamboran Resources in the first quarter worth $526,000.

About Tamboran Resources

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.