TBN

$36.81+$0.95 (+2.65%)live

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Held by

portfolios on TandT

Bookmarked by

users

Avg position size

—

of holders' portfolios

13F filers

institutions

Market cap

$1.3B

35M shares

52-week range

$19.55 – $52.21

53% from low

Sector

CRUDE PETROLEUM & NATURAL GAS

Exchange

NYSE

Change+$15.06

Analyst estimates (consensus)

Year	Est. revenue	Growth	Est. EPS	EPS range	Fwd P/E	# Analysts
2027	$48M	+674.8%	$-44.19	$-70.03–$-18.34	—	3
2028	$54M	+10.8%	$-81.16	$-109.11–$-54.00	—	2
2029	$525M	+878.0%	$767.63	$510.76–$1031.90	0.0×	1
2030	$206M	-60.7%	$278.00	$184.97–$373.71	0.1×	1

Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep

Earnings surprises

Beat consensus in 3 of the last 8 reported quarters

Reported	Est. EPS	Actual	Surprise
2026-05-13	$-0.36	$-0.42	-16.7%
2026-02-11	$-0.33	$-0.33	+0.0%
2025-11-13	$-0.26	$-0.47	-80.8%
2025-09-24	$-74.08	$-128.41	-73.3%
2025-05-14	$-0.23	$-0.32	-39.1%
2025-02-12	$-0.34	$-0.33	+2.9%
2024-11-11	$-98.32	$-40.92	+58.4%
2024-09-19	$-0.51

DCF fair valuemodel estimate

Intrinsic value

$0.81

Price

$36.81

Implied downside

-98%

Peer comparison

Symbol	Price	Today	Mkt cap	P/E
TBNTamboran Resources Corp	$36.81	+2.65%	$1.3B	—
ARECAmerican Resources Corporation	$2.88	+2.13%	$308M	—
EGYVAALCO Energy, Inc.	$5.78	+2.66%	$603M	—
FTKFlotek Industries, Inc.	$35.83	+4.13%	$1.3B	—
GFRGreenfire Resources Ltd.	$6.94	+1.91%

Tamboran Resources Corporation

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.

www.tamboran.com

Employees: 47
IPO / List date: Jun 27, 2024
HQ: BARANGAROO, C3

Held by traders on TradeandTell

No one on the platform currently holds TBN.

Super investors & insiders

Institutions holding (13F)

No tracked institution reports a position in TBN as of their last filing.

Insider activity (SEC Form 4)

Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.

Insider activity (SEC Form 4)

Recent trades on TradeandTell

No one on the platform has traded TBN yet.

$TBN chatter on StockTwits

David Moore@Davidsaudi4d
$TBN on a role this past 5 days
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Phatwax@PhatwaxBullishJul 21
$TBN TAMBORAN continues to de-risk the Beetaloo execution story: ✅ Completed first 3-well zipper frac program using $LBRT fleet ✅ Beetaloo pumping records broken (>20 hrs/day active pumping time) ✅ Successful trial of local proppant to cut supply chain costs ✅ $HP rig already active on SS-7H, -8H, and -9H ✅ Infrastructure nearing completion: First commercial gas on track for Q3 2026 Efficiency gains + cost curve improvements = strong setup into H2 2026. 📈 Https://ir.tamboran.com/news-events/press-releases/detail/47/tamboran-successfully-completes-largest-beetaloo-basin-stimulation-program
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jorge .miguel@focafoca99May 28
$TBN finalizes its acquisition of Falcon Oil & Gas subsidiaries.
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jorge .miguel@focafoca99May 28
$TBN announces completion of its Falcon Oil & Gas acquisition, issuing 6,537,503 shares and $23.7 million cash consideration.
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MarketBeat.com@MarketBeatMay 15
https://marketbeat.com/a/8656524/ $TBN Tamboran Resources Q3 Earnings Call Highlights
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MarketBeat Earnings@EarningsInsiderMay 13
https://www.marketbeat.com/earnings/reports/2026-5-13-tamboran-resources-corp-stock/ $TBN Tamboran Resources Earnings Transcript
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Stocktwits Earnings@StocktwitsEarningsMay 13
$TBN Q3 '26 Earnings Results & Recap • Reported GAAP EPS of -$0.42 up 8.70% YoY • Tamboran Resources Corporation anticipates no material revenue until late 2026 at the earliest and expects to incur substantial expenses, requiring an estimated $30.2M investment for development plans through June 30, 2026.
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SuperGreenToday@SuperGreenTodayMay 6
$TBN
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Anachart@anachartanalystApr 29
$TBN https://anachart.com/wp-content/uploads/2026/04/1777482141_soc-img.jpg
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Filing Tracker@FilingTrackerApr 15
$TBN Insider purchase: https://www.sec.gov/Archives/edgar/data/1709285/000119312526157453/xslF345X06/ownership.xml
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jorge .miguel@focafoca99Apr 14
$TBN completed an institutional entitlement offer that raised A$37.1 million and also confirmed the underwriters exercised their option in its separate underwritten offering.
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jorge .miguel@focafoca99Apr 8
$TBN priced its public offering of common stock, so this is a straight capital raise update.
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DonCorleone77@DonCorleone77Apr 8
$TBN Tamboran Resources 2.96M share Spot Secondary priced at $35.00 RBC Capital and Wells Fargo acted as joint book running managers for the offering.
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jorge .miguel@focafoca99Apr 2
$TBN says SS-6H delivered an average IP20 flow rate of 11.9 MMcf/d normalized over 10,000 feet, and management is emphasizing stable performance and a low early decline profile.
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Mike cruz@mikecruzptBullishApr 1
$TBN loading some more for the second leg
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Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.