TBNTBNEnergy · Oil & Gas E&P

TBN Stock Forecast: Tamboran Resources Corp. Price Predictions for 2026-2027

Last close, 11 Sept 2026
$39
−0.51% on the day

The 6 Wall Street analysts covering Tamboran Resources Corp. hold a median 12-month price target of $57 — +44.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 6 of 100 as at 10 Sept 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.

Market cap
$1.4B
Ticker Nerd rank
6 / 100
Median analyst target
$57
Analysts covering
6
Revenue$0.0
Operating income−$8.4M
Net income−$10.6M
Free cash flow−$55.2M
Quarterly, 8 quarters to 31 Mar 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+0.2%
1M
+8.0%
YTD
+43.7%
1Y
+78.0%
From 52W high
−21.7%
From 52W low
+90.9%
$21
$50
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

TBN stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Tamboran Resources Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 10 Sept 2026
6 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Momentum
72
Size
41
Revisions
38
Growth
24
Accruals
18
Volatility
15
Quality
8
Issuance
7
Value
7

Momentum (72): The shares have been drifting up relative to others.

Value (7): The shares cost a lot relative to the profits and assets behind them.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

TBN stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on TBN, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$20$30$40$50$60$70$80Oct 25Jan 26Apr 26Jul 26TBNHigh $75Median $57Low $45

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says6 analysts
6 Buy0 Hold0 Sell
Low $45Median $57High $75

The green dot is the last close — the median target sits +44.4% from it.

Recent analyst actionsNewest first
DateFirmActionRatingTarget
21 May 2026Roth CapitalInitiatesBuy$47
21 May 2026Roth CapitalInitiatesBuy
29 Apr 2026RBC CapitalUpgradeOutperform
31 Mar 2026Piper SandlerReiteratesOverweight
30 Mar 2026Wells FargoMaintainsOverweight
2 Dec 2025Wells FargoInitiatesOverweight
24 Oct 2025RBC CapitalMaintainsSector Perform
9 July 2025RBC CapitalMaintainsSector Perform
28 May 2025Northland Capital MarketsInitiatesOutperform
9 Jan 2025RBC CapitalReiteratesSector Perform
23 Dec 2024Piper SandlerMaintainsOverweight
19 Nov 2024RBC CapitalReiteratesSector Perform
15 Oct 2024RBC CapitalReiteratesSector Perform
22 July 2024CitigroupInitiatesBuy
22 July 2024Piper SandlerInitiatesOverweight
22 July 2024RBC CapitalInitiatesSector Perform

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. TBN appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

TBN vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 11 Sept 2026, Tamboran Resources Corp. returned +78.0% against +17.5% for the S&P 500, dividends included.

TBN vs S&P 500, last 12 monthsTotal return, rebased to 100
80100120140160180200Oct 25Jan 26Apr 26Jul 26TBNS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

TBN analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Fundamentals

Tamboran Resources Corp. (TBN) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
−15.8×

Cheaper than 95% of US stocks

Price / sales
Price / book
2.2×

Cheaper than 42% of US stocks

EV / EBITDA
−41.4×

Cheaper than 93% of US stocks

Growth & margins
Revenue growth (YoY)
Earnings growth (YoY)
Gross margin
Operating margin
0.0%

Higher than 32% of US stocks

Net margin
0.0%

Higher than 30% of US stocks

Returns & dividend
Return on equity
−8.4%

Higher than 37% of US stocks

Return on assets
−3.7%

Higher than 34% of US stocks

Dividend yield

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Tamboran Resources Corp. (TBN) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Tamboran Resources Corp. has a market value of $1.4B and an enterprise value of $1.2B.

  • Revenue in the twelve months to 31 Mar 2026: $0.0.

  • Net income over the same four quarters: −$36.4M.

  • Free cash flow in the twelve months to 31 Mar 2026: −$162.2M, after $120.7M of capital spending.

  • Shares outstanding: 22.7M.

  • Trailing P/E: −15.8×; forward P/E: −67.4× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Tamboran Resources Corp. employs 46 people.

Statement figures: company filings via Twelve Data, four quarters to 31 Mar 2026 · market figures as at 10 Sept 2026

Data provided by Twelve Data

Peers

TBN vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelOil & Gas E&P
CompanyMarket capTKN rank
TBNTamboran Resources Corp.$1.4B
6
GFRGreenfire Resources Ltd.$1.5B
42
KOSKosmos Energy Ltd.$1.7B
69
HPKHighPeak Energy, Inc.$1.1B
33
INRInfinity Natural Resources, Inc.$977.1M
31
REPXRiley Exploration Permian, Inc.$937.3M
93
VTSVitesse Energy, Inc.$784.8M
28

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own Tamboran Resources Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest TBN news & analysis

Formentera Partners and Daly Waters Energy Achieve First Natural Gas Sales from the Beetaloo Basin

Business Wire · 7 Sept 2026positive

Formentera Partners, its Australian operating company Daly Waters Energy, and joint-venture partner Tamboran Resources announced first sales of natural gas from the Shenandoah South Pilot Project in Australia's Beetaloo Basin. This marks the first natural gas ever sold from the Beetaloo Basin and will be used to power Darwin, the Northern Territory's capital.

Why it matters — This milestone represents Tamboran's first natural gas sales from the Beetaloo Basin, a significant operational achievement for the company and its joint-venture project.

Tamboran Resources Corporation Announces Commencement of SPCF Commissioning Activities

Business Wire · 1 Sept 2026positive

Tamboran Resources Corporation announced the commencement of commissioning activities for the Sturt Plateau Compression Facility, using gas from the SS2 well pad in the Beetaloo Basin. The company noted the project was delivered on schedule and within budget by the Tamboran team, partners, and key contractors, with all five wells on the Shenandoah South 2 pad involved.

Why it matters — TBN watchers would care because this marks a major milestone for the company and the Beetaloo Basin, signaling progress toward facility operations at a key project.

Tamboran Resources: First Gas Turns Beetaloo Basin Into A Paid Appraisal Platform

Seeking Alpha · 19 Aug 2026positive

Tamboran Resources is transitioning to first production at its Shenandoah South Pilot Project in the Beetaloo Basin, establishing a paid appraisal platform. A fixed-price, take-or-pay gas contract provides a revenue base while the company collects reservoir data to optimize well design and economics before scaling up.

Why it matters — This marks Tamboran's shift from pure exploration to commercial production, with a contracted revenue base supporting its capital-intensive growth thesis in the Beetaloo Basin.

FAQ

Frequently asked questions about TBN stock

What is the TBN stock price forecast for 2026-2027?

The 6 Wall Street analysts covering Tamboran Resources Corp. have a median 12-month price target of $57, with estimates ranging from $45 to $75. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is TBN stock a buy right now?

Of the 6 analysts covering Tamboran Resources Corp., 6 rate it a Buy, 0 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Tamboran Resources Corp. 6 out of 100 across roughly 4,600 US stocks as at 10 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank TBN?

As at 10 Sept 2026, Tamboran Resources Corp. ranks 6 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Momentum (72 of 100).

Will TBN stock go up?

No one can know that. What the data says: the median 12-month target from 6 analysts implies +44.4% from the last close, and Ticker Nerd's factor model ranks Tamboran Resources Corp. 6 out of 100 as at 10 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the TBN stock forecast for 2030?

No analyst covering Tamboran Resources Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for TBN are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $45 to $75 over the next 12 months.

How has TBN stock performed over the past year?

Tamboran Resources Corp. returned +78.0% over the 12 months to 11 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Tamboran Resources Corp. do?

Tamboran Resources Corporation is a natural gas company focused on the exploration, appraisal, and development of unconventional gas resources in Australia’s Northern Territory. The company’s core activities center on the Beetaloo Basin, where it holds operated and non-operated working interests across multiple exploration permits and is advancing commercial natural gas production projects.

What is the latest news on TBN?

The most recent item we track (Business Wire, 7 Sept 2026): "Formentera Partners and Daly Waters Energy Achieve First Natural Gas Sales from the Beetaloo Basin". Formentera Partners, its Australian operating company Daly Waters Energy, and joint-venture partner Tamboran Resources announced first sales of natural gas from the Shenandoah South Pilot Project in Australia's Beetaloo Basin. This marks the first natural gas ever sold from the Beetaloo Basin and will be used to power Darwin, the Northern Territory's capital.

Company

About Tamboran Resources Corp.

Tamboran Resources Corporation is a natural gas company focused on the exploration, appraisal, and development of unconventional gas resources in Australia’s Northern Territory. The company’s core activities center on the Beetaloo Basin, where it holds operated and non-operated working interests across multiple exploration permits and is advancing commercial natural gas production projects. Tamboran Resources Corporation works across drilling, well testing, and field development to support gas supply for domestic and regional energy markets. Its portfolio is positioned within the broader upstream energy sector, with emphasis on low-carbon gas development and resource monetization. Headquartered in Sydney, Australia, and founded in 2009, Tamboran Resources Corporation plays a specialized role in the market as an exploration and production company concentrated on a single high-potential gas basin.

CEO Mr. Richard K. Stoneburner · 46 employees · Australia · https://www.tamboran.com