Tamboran Resources (TBN) Stock Price, News & Analysis

Company Overview

Tamboran Resources is a Canada-based energy exploration and development company focused on unlocking the resource potential of the Beetaloo Basin in Australia’s Northern Territory. Specializing in unconventional natural gas and condensate resources, the company applies advanced drilling and completion technologies to assess and commercialize the basin’s gas-bearing shales. Tamboran’s primary objective is to develop large-scale, low-emission energy projects that can supply domestic and international markets with natural gas, contribute to Australia’s energy security, and support the transition to cleaner fuel alternatives.

Founded in 2018 and headquartered in Calgary, Alberta, Tamboran Resources has rapidly assembled one of the largest exploration acreage positions in the Beetaloo Basin. The company’s project portfolio spans over three million acres under license, with several appraisal wells completed and a growing pipeline of development targets. Tamboran’s exploration program includes detailed seismic analysis, reservoir modeling, and pilot production testing to de-risk resources and advance towards commercial production.

Tamboran has established strategic farm-in and joint-venture arrangements with leading energy players to share technical expertise and capital requirements. Partnerships with Origin Energy and Santos give Tamboran access to additional drilling rigs, infrastructure planning, and market linkage opportunities. The company’s targeted export pathway envisages linking Beetaloo Basin production to Asia-Pacific markets via domestic gas pipelines, and exploring potential infrastructure for liquefied natural gas (LNG) export in collaboration with regional stakeholders.

Under the leadership of Mark Major, Tamboran Resources’ founding chief executive officer, the management team brings extensive experience from global oilfield services and exploration companies. The board comprises industry veterans with backgrounds in reservoir engineering, project finance, and environmental stewardship. Tamboran continues to integrate international best practices in health, safety, and environmental management as it advances its exploration activities and prepares for the next stages of resource development in the Beetaloo Basin.

Key Stats

• Today's Range: $18.91 to $20.38
• 50-Day Range: $18.16 to $23.37
• 52-Week Range: $15.75 to $34.50
• Volume: 23,432 shs
• Average Volume: 28,882 shs
• Market Capitalization: $284.98 million
• P/E Ratio: N/A
• Dividend Yield: N/A
• Price Target: $36.33
• Consensus Rating: Buy

Tamboran Resources Stock Analysis - MarketRank™

Tamboran Resources scored higher than 55% of companies evaluated by MarketBeat, and ranked 151st out of 266 stocks in the energy sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 3.5 / 5
• Analyst Rating: Buy

Consensus Rating

Tamboran Resources has received a consensus rating of Buy. The company's average rating score is 3.00, and is based on 5 buy ratings, 1 hold rating, and no sell ratings.

Amount of Analyst Coverage

Tamboran Resources has only been the subject of 3 research reports in the past 90 days.

Earnings and Valuation

• Score: 1.3 / 5
• Proj. Earnings Growth: Growing

Earnings Growth

Earnings for Tamboran Resources are expected to grow in the coming year, from ($1.86) to ($0.82) per share.

Price to Book Value per Share Ratio

Tamboran Resources has a P/B Ratio of 0.89. P/B Ratios below 1 indicate that a company could be undervalued with respect to its assets and liabilities.

Short Interest

• Score: 5.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

0.21% of the float of Tamboran Resources has been sold short.

Short Interest Ratio / Days to Cover

Tamboran Resources has a short interest ratio ("days to cover") of 1.1, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Tamboran Resources has recently decreased by 17.88%, indicating that investor sentiment is improving significantly.

Dividend

• Score: 0.0 / 5
• Dividend Strength: N/A

Dividend Yield

Tamboran Resources does not currently pay a dividend.

Dividend Growth

Tamboran Resources does not have a long track record of dividend growth.

Sustainability and ESG

• Score: N/A
• Environmental Score: N/A

Percentage of Shares Shorted

0.21% of the float of Tamboran Resources has been sold short.

Short Interest Ratio / Days to Cover

Tamboran Resources has a short interest ratio ("days to cover") of 1.1, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Tamboran Resources has recently decreased by 17.88%, indicating that investor sentiment is improving significantly.

News and Social Media

• Score: 1.0 / 5
• News Sentiment: -0.21

News Sentiment

Tamboran Resources has a news sentiment score of -0.21. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a lower news sentiment than the 0.81 average news sentiment score of Energy companies.

News Coverage This Week

MarketBeat has tracked 5 news articles for Tamboran Resources this week, compared to 1 article on an average week.

Company Ownership

• Score: 0.0 / 5
• Insider Trading: N/A

Insider Buying vs. Insider Selling

In the past three months, Tamboran Resources insiders have not sold or bought any company stock.

Percentage Held by Insiders

Only 5.30% of the stock of Tamboran Resources is held by insiders.

TBN Stock Analysis - Frequently Asked Questions

How have TBN shares performed this year?

Tamboran Resources' stock was trading at $20.99 on January 1st, 2025. Since then, TBN shares have decreased by 6.6% and is now trading at $19.60.

How were Tamboran Resources' earnings last quarter?

Tamboran Resources Corporation (NYSE:TBN) released its quarterly earnings data on Wednesday, May, 14th. The company reported ($0.32) EPS for the quarter, missing the consensus estimate of ($0.23) by $0.09.
Read the conference call transcript.

When did Tamboran Resources IPO?

Tamboran Resources (TBN) raised $75 million in an IPO on Thursday, June 27th 2024. The company issued 3,125,000 shares at $24.00 per share.

How do I buy shares of Tamboran Resources?

Shares of TBN stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

Company Calendar

• Last Earnings: 5/14/2025
• Today: 7/14/2025
• Fiscal Year End: 6/30/2026

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Energy
• Industry: OIL - INTL INTGD
• Sub-Industry: Petroleum And Natural Gas
• Current Symbol: NYSE:TBN
• Previous Symbol: NYSE:TBN
• CIK: 1997652
• Web: N/A
• Phone: 61 2 8330 6626
• Fax: N/A
• Employees: N/A
• Year Founded: N/A

Price Target and Rating

• Average Price Target for Tamboran Resources: $36.33
• High Price Target: $47.00
• Low Price Target: $30.00
• Potential Upside/Downside: +85.4%
• Consensus Rating: Buy
• Rating Score (0-4): 3.00
• Research Coverage: 7 Analysts

Profitability

• EPS (Trailing Twelve Months): N/A
• Trailing P/E Ratio: N/A
• Forward P/E Ratio: N/A
• P/E Growth: N/A
• Net Income: N/A
• Net Margins: N/A
• Pretax Margin: N/A
• Return on Equity: N/A
• Return on Assets: N/A

Debt

• Debt-to-Equity Ratio: 0.04
• Current Ratio: 1.10
• Quick Ratio: 1.10

Sales & Book Value

• Annual Sales: N/A
• Price / Sales: N/A
• Cash Flow: N/A
• Price / Cash Flow: N/A
• Book Value: $22.11 per share
• Price / Book: 0.89

Miscellaneous

• Outstanding Shares: 14,540,000
• Free Float: 13,767,000
• Market Cap: $284.98 million
• Optionable: N/A
• Beta: N/A