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Company ProfileTamboran Resources Corp
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
  • Discussion
TBN
Tamboran Resources Corp Stock AnalysisComprehensive stock analysis for Tamboran Resources Corp (TBN) including live price, Snowflake performance metrics, financial statements, and investment research.Stock AnalysisTBN
TBN
Tamboran Resources Corp
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
  • Discussion
TBN
Home🔹Stocks🔹Tamboran Resources Corp

Tamboran Resources Corp

🇺🇸TBN•NYSE

Tamboran Resources Corp

🇺🇸TBN•NYSE
Market cap
$1.20B
Sentiment

Your view on TBN

Mkt Cap
$1.20B
Sentiment
Your view
Company Overview

Overview

What the company does, where it operates, and who runs it.

About Tamboran Resources Corp

Industry
Oil & Gas Exploration & Production
Sector
Energy
CEO
Richard K. Stoneburner
Headquarters
US
Industry
Oil & Gas Exploration & Production
Sector
Energy
CEO
Richard K. Stoneburner
Headquarters
US
Description

Tamboran Resources Corporation, a natural gas company, focuses on developing unconventional gas resources in the northern territory of Australia. Its assets include a 25% non-operated working interest in EP 161; a 38.

75% working interest in EPs 76, 98, and 117; and a 100% working interest in EPs 136 and 143, as well as EP (A) 197, located in the Betaloo Basin. Tamboran Resources Corporation was founded in 2009 and is headquartered in Sydney, Australia.

FRC Research

Analyst Notes

Ongoing commentary and updates from FRC analysts.

Financial Data

Stock Data

Price chart, volume, and trading data.

Fair Value

What FRC thinks it is worth vs. the current price.

FRC's fair value estimate for Tamboran Resources Corp, and the rating behind it. TBN last traded at $34.43; the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.

Financial Ratios

Profitability, returns, valuation, and leverage ratios.

Valuation, profitability, liquidity and leverage ratios for Tamboran Resources Corp. Starting points for Tamboran Resources Corp: EPS -$0.0063, beta 0.25 — an Oil & Gas Exploration & Production name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.

Dividend Analysis

Yield, payout ratio, and dividend coverage metrics.

Dividend history, yield and payout sustainability for Tamboran Resources Corp. Tamboran Resources Corp does not currently pay a regular dividend, so this section tracks capacity rather than history. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.

Earnings Analysis

EPS history, beat rate, and upcoming earnings reports.

Reported vs. expected earnings history for Tamboran Resources Corp. Trailing twelve-month EPS for Tamboran Resources Corp stands at -$0.0063. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.

Financial Statements

Income statement, balance sheet, and cash flow statements.

Income statement, balance sheet and cash flow history for Tamboran Resources Corp. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.

Peer Comparison

Comparables

List of peer companies in the same industry.

Tamboran Resources Corp valued side by side against its closest peers. Tamboran Resources Corp is measured against Oil & Gas Exploration & Production peers within the Energy sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.

Ownership & News

Institutional Ownership

Premium

Which funds and firms own the stock.

Which institutions hold Tamboran Resources Corp, and how their positions are changing. At a $1.20B market value, institutional positions materially move Tamboran Resources Corp's register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.

Insider Trading

Premium

Recent buying and selling by company executives.

Buying and selling by Tamboran Resources Corp executives and directors. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.

Senate Trading

Premium

U.S. Senator disclosures filed under the STOCK Act.

U.S. Senate disclosures naming Tamboran Resources Corp. Tamboran Resources Corp is a $1.20B Energy company. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.

House Trading

Premium

U.S. Representative disclosures filed under the STOCK Act.

U.S. House of Representatives disclosures naming Tamboran Resources Corp. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.

News

Latest headlines and market coverage.

Latest headlines and company announcements for Tamboran Resources Corp. Coverage tracks Tamboran Resources Corp within Oil & Gas Exploration & Production (Energy). Press releases and market coverage, newest first.

Discussion

Comments

Comments and replies from FRC members about this company.

Peer companies

  • AEL.AXAmplitude Energy Limited
  • BPT.AXBeach Energy Limited
  • BTL.AXBeetaloo Energy Australia Limited
  • CRD.AXConrad Asia Energy Ltd.
  • CUE.AXCue Energy Resources Limited
  • CVN.AXCarnarvon Energy Limited
  • EMP.AXEmperor Energy Limited
  • KAR.AXKaroon Energy Ltd

More Oil & Gas Exploration & Production companies

  • PTALFPetroTal Corp.
  • PTCOPetroGas Company
  • PTGIFPT Medco Energi Internasional Tbk
  • PTHRFPantheon Resources Plc
  • MIRXFSerrano Resources Ltd.
  • MKGPMaverick Energy Group, Ltd.
  • MKRYFManitok Energy Inc.
  • MKSEFMarksmen Energy Inc.
  • MLORFMontello Resources Ltd.
  • MMR.AXMEC Resources Limited
  • MNAPMNP Petroleum Corporation
  • MNRMach Natural Resources LP

ETFs holding Tamboran Resources Corp

Largest holders, then the funds most concentrated in TBN · % = share of the fund

  • CSENCohen & Steers Future of Energy Active ETF1.30%
  • CBSEClough Select Equity ETF2.48%
  • CSNRCohen & Steers Natural Resources Active ETF0.76%
  • AVSCAvantis U.S. Small Cap Equity ETF0.03%
  • RFLRU.S. Small Cap Managed Floor ETF0.04%
  • ISCBiShares Morningstar Small-Cap ETF0.02%
  • WSMLiShares MSCI World Small-Cap ETF0.01%
  • TILTFlexShares Morningstar U.S. Market Factor Tilt Index Fund0.01%
TBN Analysis
Fair
Past5
Growth2
Health4
Profit1
Value1
1 note
Sep 21, 2026·2 weeks agoLatest
Company Announcement

A New Australian Gas Producer, Targeting a Large Untapped Resource, Under the Radar in North America (All figures are in US$)

FRC Analyst's Comment

We have commenced our due diligence on TBN, and expect to initiate coverage in the coming weeks. Listed on both the NYSE and ASX, TBN provides access to a broad international investor base. TBN only began trading on the NYSE in 2024, and we believe the company remains relatively under the radar among North American investors. TBN is the fourth-largest listed Australian E&P (exploration and production) company by MCAP.

Importantly, our coverage comes at a key inflection point, as TBN recently transitioned from exploration and development, to commercial gas production. The company holds 2.8 million net acres in Australia’s Beetaloo Basin, making it the basin’s largest acreage holder. The Beetaloo is one of the world’s largest undeveloped shale-gas basins, according to the Northern Territory Government. Its large resource potential, and early stage of development, make it a region worth watching as gas production ramps up, and the basin attracts further investment.

Source: FRC

TBN reached a key milestone, with first gas sales commencing in September 2026. With new processing and pipeline infrastructure in place, production is expected to ramp toward 40 TJ/d (~6,800 boe/d), placing TBN among the larger junior E&P producers by production. We like the combination of a large resource base, initial production, contracted gas sales to the Northern Territory Government, existing infrastructure, and a strong balance sheet, with $240M of cash, and $30M of debt, as of June 2026.

We believe several catalysts could drive further investor interest, including the ramp-up of production, additional drilling, and further development through partnerships with major energy companies. Our upcoming initiation report will provide a detailed assessment of TBN’s portfolio, production outlook, growth strategy, risks, financial forecasts, and valuation, including our fair value estimate and rating.

News

Latest Market News

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