TBN
Tamboran Resources Corporation NYSE Listed Jun 27, 2024$33.31
-5.56%
vs $35.27
Mkt Cap $754.1M
usd
52w Low $18.16
47.6% of range
52w High $49.99
50d MA $35.49
200d MA $29.60
P/E (TTM)
-17.8x
EV/EBITDA
—
P/B
2.1x
Debt/Equity
0.1x
ROE
-8.2%
P/FCF
—
RSI (14)
51.70
ATR (14)
$2.12
Beta
—
50d MA
$35.49
200d MA
$29.60
Avg Volume
274.3K
Tamboran Resources Corp is a gas company focused on supporting the Net Zero CO2 energy transition in Australia and Asia-Pacific through developing low CO2 unconventional gas resources in the Australian Northern Territory. The group is in the exploration and appraisal stage, focusing on its primary assets consisting of rights to working interests in exploration acreage in the Beetaloo sub-basin, Northern Territory, Australia.
LEVEL 39, SUITE 1, TOWER ONE · BARANGAROO, C3 2000
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Feb 11, 2026 | AMC | -0.33 | -0.33 | +0.0% | 28.63 | +1.1% | -3.0% | +1.2% | +2.7% | +3.6% | +0.3% | — |
| Nov 13, 2025 | AMC | -0.26 | -0.47 | -80.8% | 23.95 | -3.5% | +0.2% | -0.1% | -1.5% | +3.1% | -4.5% | — |
| Sep 25, 2025 | AMC | -0.49 | -0.59 | -20.4% | 20.50 | +2.2% | +3.2% | +7.0% | +20.9% | +3.8% | -1.2% | — |
| May 14, 2025 | AMC | -0.23 | -0.32 | -39.1% | 19.80 | +6.1% | +0.9% | +0.1% | +0.1% | +0.0% | -1.1% | — |
| Feb 12, 2025 | AMC | -0.34 | -0.33 | +2.9% | 24.79 | -2.9% | -2.2% | -1.4% | +4.3% | +18.6% | -7.9% | — |
| Nov 12, 2024 | AMC | -0.30 | -0.42 | -40.0% | 19.24 | -0.3% | -1.1% | -0.8% | +1.7% | -2.1% | -0.6% | — |
| Sep 20, 2024 | AMC | -0.51 | -1.24 | -143.5% | 20.25 | +1.5% | -1.0% | +0.2% | -1.7% | -1.3% | +2.6% | — |
| Mar 31, 2024 | AMC | — | -0.00 | — | — | — | — | — | — | — | — | — |
| Dec 30, 2023 | AMC | — | -1.10 | — | — | — | — | — | — | — | — | — |
| Sep 30, 2023 | AMC | — | -0.38 | — | — | — | — | — | — | — | — | — |
| Jun 30, 2023 | AMC | — | -3.93 | — | — | — | — | — | — | — | — | — |
| Mar 31, 2023 | AMC | — | -0.00 | — | — | — | — | — | — | — | — | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 21 | Roth Capital | Initiates | Buy | $47 | $35.94 | $36.58 | +1.8% | -2.4% | -0.1% | -3.2% | +0.8% | +0.5% |
| Apr 29 | RBC Capital | Upgrade | Sector Perform → Outperform | $55 | $35.39 | $37.92 | +7.1% | +0.3% | +1.7% | -0.6% | +0.1% | -1.5% |
| Mar 31 | Piper Sandler | Maintains | Overweight → Overweight | — | $44.44 | $44.57 | +0.3% | +12.5% | -10.0% | -2.8% | -1.8% | +5.6% |
| Mar 30 | Wells Fargo | Maintains | Overweight → Overweight | — | $43.40 | $44.29 | +2.1% | +2.4% | +12.5% | -10.0% | -2.8% | -1.8% |
| Oct 24 | RBC Capital | Maintains | Sector Perform → Sector Perform | — | $25.96 | $26.53 | +2.2% | +2.5% | -1.0% | -3.9% | +0.7% | -0.4% |
| Jul 9 | RBC Capital | Maintains | Sector Perform → Sector Perform | — | $18.16 | $18.27 | +0.6% | +2.9% | +3.0% | -1.3% | +3.1% | -1.3% |
| Jan 9 | RBC Capital | Maintains | Sector Perform → Sector Perform | — | — | — | — | — | — | — | — | — |
| Dec 23 | Piper Sandler | Maintains | Overweight → Overweight | — | $17.25 | $17.00 | -1.4% | +5.3% | +0.0% | +2.3% | +0.8% | -0.7% |
| Nov 19 | RBC Capital | Maintains | Sector Perform → Sector Perform | — | $18.78 | $18.77 | -0.1% | -0.6% | -3.8% | +3.5% | -7.2% | +0.0% |
| Oct 15 | RBC Capital | Maintains | Sector Perform → Sector Perform | — | $19.30 | $19.27 | -0.2% | -2.1% | +0.3% | +2.2% | -1.7% | -2.5% |
No insider trades available.
8-K · 2.01
!!! Very High
Tamboran Resources Corporation -- 8-K 2.01: Acquisition Completed
May 28
8-K
Unknown — 8-K Filing
Tamboran appointed Eric Dyer as CFO, signaling leadership continuity and potential strategic initiatives; investors should monitor upcoming earnings and operational announcements under new financial stewardship.
Apr 15
8-K
Unknown — 8-K Filing
The underwriter's full exercise of the overallotment option generated an unexpected $14.7 million in additional capital for TBN, strengthening the balance sheet and reducing dilution relative to what could have occurred.
Apr 14
8-K
Unknown — 8-K Filing
Titan Energy raised $97.3 million for exploration and drilling expansion, providing substantial capital to develop multiple acreage blocks and potentially increase production and reserves growth.
Apr 9
8-K · 1.01
!! High
Unknown — 8-K 1.01: Material Agreement
TBN signed a material arrangement agreement with an undisclosed counterparty, likely signaling a major transaction (merger, acquisition, or restructuring) that could significantly alter the company's strategic direction and stock valuation.
Apr 6
8-K
Unknown — 8-K Filing
TBN's farm-in agreement with Falcon Oil Gas provides access to upstream oil and gas assets with minimal upfront capital, potentially generating future cash flow and reserves growth that could significantly increase shareholder value.
Apr 3
8-K · 1.01
!! High
Unknown — 8-K 1.01: Material Agreement
TBN acquired Beetaloo acreage from Elliott Energy I Pty Ltd for approximately $15 million, potentially expanding its oil and gas exploration portfolio and improving future production capacity.
Mar 20
8-K
Tamboran Resources Corporation -- 8-K Filing
Tamboran Resources (TBN) disclosed plans to adjourn its stockholder meeting if insufficient votes exist to approve a stock issuance proposal, with management authorized to solicit additional proxies per the arrangement agreement.
Mar 4
8-K
Tamboran Resources Corporation -- 8-K Filing
Tamboran Resources released its 2Q FY26 results presentation, providing updates on operational performance, financial position, and strategic objectives for investors monitoring the energy company's progress.
Feb 11
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Hite Hedge Asset Management Llc | 2,076,315 | $104M | Added | Mar 2026 |
| 2 | Encompass Capital Advisors Llc | 713,698 | $36M | — | Mar 2026 |
| 3 | Ubs Group Ag | 467,899 | $23M | Added | Mar 2026 |
| 4 | Alberta Investment Management Corp | 758,680 | $21M | — | Sep 2025 |
| 5 | Yaupon Capital Management Lp | 515,544 | $14M | Added | Dec 2025 |
| 6 | Two Sigma Investments, Lp | 152,982 | $8M | Added | Mar 2026 |
| 7 | Citadel Advisors Llc | 146,712 | $7M | Reduced | Mar 2026 |
| 8 | Marshall Wace, Llp | 113,434 | $6M | New | Mar 2026 |
| 9 | Franklin Resources Inc | 106,100 | $5M | Added | Mar 2026 |
| 10 | Cohen & Steers, Inc. | 130,204 | $4M | Added | Dec 2025 |
| 11 | Merewether Investment Management, Lp | 68,879 | $3M | Reduced | Mar 2026 |
| 12 | Arbiter Partners Capital Management Llc | 67,212 | $3M | Added | Mar 2026 |
| 13 | Bank Of America Corp /de/ | 53,374 | $3M | Added | Mar 2026 |
| 14 | Scs Capital Management Llc | 93,509 | $3M | — | Dec 2025 |
| 15 | Millennium Management | 47,149 | $2M | Added | Mar 2026 |
| 16 | Quadrature Capital Ltd | 32,875 | $2M | New | Mar 2026 |
| 17 | Atom Investors Lp | 18,005 | $900K | New | Mar 2026 |
| 18 | Walleye Capital Llc | 15,966 | $798K | Added | Mar 2026 |
| 19 | Sei Investments Co | 10,514 | $526K | New | Mar 2026 |
| 20 | Hightower Advisors, Llc | 18,108 | $493K | New | Dec 2025 |
Mutual Funds / ETFs (N-PORT) — Top 9
All ↗
| # | Fund | Shares | Value | Period |
|---|---|---|---|---|
| 1 | Reaves Utility Income Fund | 100,000 | $3M | Jan 2026 |
| 2 | Franklin Natural Resources Fund | 45,074 | $1M | Jan 2026 |
| 3 | Cohen & Steers Future of Energy Fund, Inc. | 36,166 | $1M | Feb 2026 |
| 4 | Avantis U.S. Small Cap Equity ETF | 10,788 | $342K | Feb 2026 |
| 5 | Gabelli Dividend & Income Trust | 2,200 | $110K | Mar 2026 |
| 6 | Avantis U.S. Small Cap Equity Fund | 1,803 | $57K | Feb 2026 |
| 7 | Victory Extended Market Index Fund | 1,666 | $50K | Jan 2026 |
| 8 | Innovator U.S. Small Cap Managed Floor ETF | 667 | $20K | Jan 2026 |
| 9 | Wellington Global Multi-Strategy Fund | 523 | $19K | Apr 2026 |
Valuation
Market Cap
$754.1M
Enterprise Value
$703.3M
P/E (TTM)
-17.81x
Forward P/E
—
PEG Ratio
—
P/B
2.10x
P/S
—
P/FCF
—
EV/EBITDA
—
Shares Out
22.6M
Financials (TTM)
Revenue
$0
Net Income
-$34.4M
EBITDA
-$32.8M
Free Cash Flow
—
Op Cash Flow
—
EPS Basic
$-1.86
EPS Diluted
$-1.87
EPS Forward
—
Gross Margin
—
Op Margin
—
Net Margin
—
Balance Sheet
Total Assets
$600.6M
Total Liab.
$109.8M
Total Equity
—
Cash
$83.4M
LT Debt
$32.6M
Book Value/Sh
$15.85
Debt/Equity
0.09x
Current Ratio
2.01
Quick Ratio
—
Returns & Growth
ROE
-8.2%
ROA
-4.9%
ROIC
—
Rev Growth YoY
—
EPS Growth YoY
—
Price Returns
2W
-7.8%
1M
-6.9%
3M
+6.0%
6M
+41.3%
12M
+69.3%
Technicals
52W High
$49.99
52W Low
$18.16
50d MA
$35.49
200d MA
$29.60
RSI (14)
51.70
ATR (14)
$2.12
Beta
—
Avg Volume
274K
Dividends
Div Rate
—
Div Yield
—
Frequency
—
Ex-Div Date
—
Analyst Price Targets
Consensus
—
High
—
Low
—
Median
—
Data updated apr 27, 2026 4:05am
· Source: financialmodelingprep.com