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 (6 buy, 0 hold, 0 sell out of 6) with an average price target of $56.67.
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 | 8.24% |
| Gilder Gagnon Howe & CO LLC | 3.12% |
| Alberta Investment Management Corp | 2.46% |
| Cinctive Capital Management LP | 1.87% |
| Yaupon Capital Management LP | 1.78% |
| Reaves W H & Co Inc | 1.76% |
| Ingalls & Snyder LLC | 1.44% |
| HighTower Advisors, LLC | 1.31% |
| Document | Date |
|---|---|
| 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 |
| Current report · Q4 FY2026 TAMBORAN RESOURCES CORPORATION - FORM 8-K SUMMARY HEADLINE NUMBERS • Equity raise: A$24.8 million gross proceeds from retail entitlement offer • Sec | 2026-05-04 |
| Quarterly report · Q2 FY2026 TAMBORAN RESOURCES CORPORATION – Q2 FY2026 10-Q SUMMARY HEADLINE NUMBERS • Cash position: $83.4 million in cash and cash equivalents as of December | 2026-02-11 |
Readable in the app.
| Announcement | Date |
|---|---|
| Acquired Falcon Oil Gas assets in Australia, Hungary, Ireland, and South Africa Tamboran Resources completed its acquisition of Falcon Oil and Gas assets on May 28, 2026. Tamboran paid approximately $23.7 million in cash and issued 6.5 million shares of its common stock | 2026-05-28 |
| Farm-in agreement with Daly Waters Energy for working interest stake Tamboran Resources announced a Farm-In Agreement on March 30, 2026, with Daly Waters Energy (DWE) involving approximately 10,000 acres across three pilot areas in the Beetaloo Basin in Austr | 2026-04-03 |
| Amended joint venture agreement for Beetaloo Basin gas project acreage Tamboran Resources modified its joint venture and asset agreements for its Beetaloo Basin natural gas project in Australia. The key changes include: (1) expanding the development area by 100 | 2026-03-20 |
| Stockholders approve acquisition of Falcon Oil Gas through plan of arrangement Tamboran Resources Corporation held a shareholder meeting on March 3, 2026, where stockholders overwhelmingly approved three proposals related to acquiring Falcon Oil Gas Ltd. The key approv | 2026-03-04 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-19.