8-K Announcements
6May 13, 2026·SEC
May 4, 2026·SEC
Apr 15, 2026·SEC
Tamboran Resources Corp (TBN) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q3
"Tamboran Resources remains a pre-revenue exploration entity focused on de-risking unconventional gas assets in the Beetaloo Basin, necessitating a high-risk, capital-intensive strategy. While the company maintains a $101.9 million cash position to support its appraisal phase, the reliance on equity dilution and rising debt levels to offset $191.5 million in accumulated losses warrants caution. Investors should monitor the company's ability to transition from frontier appraisal to commercial production, as current operating losses of $8.4 million per quarter highlight significant execution risks."
the company's persistent cash burn, evidenced by a $28.7 million free cash flow deficit in 2026Q3, combined with a total lack of revenue, presents significant long-term solvency risks for investors.
Tamboran Resources Corp (TBN) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Tamboran Resources Corp (TBN) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 13, 2026 | $0.42vs $0.36-16.7% | —vs $2M |
| Q1 2026 | Feb 11, 2026 | $0.33vs $0.33+0.0% | —vs $2M |
| Q4 2025 | Nov 13, 2025 | $0.47vs $0.26-80.8% | —vs $512,670 |
| Q4 2025 | Sep 25, 2025 | $0.59vs $0.49-20.4% | — |
Key metrics vs top competitors for Tamboran Resources Corp (TBN)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $32.00 | $906.18M | -0.01 | — | — | -10.59% | — | |
| $17.92 | $693.32M | -3.78 | 26.15% | -69.28% | -74.84% | — | |
| $27.38 | $2.34B | 3.24 | 49.76% | 13.56% | 9.55% | — | |
| $1.23 | $20.54M | -0.55 | -14.92% | -32.13% | -38.74% | — | |
| $37.37 | $8.81B | 13.64 | 27.56% | 28.41% | 20.93% | — | |
| $35.17 | $10.9B | 17.33 | 21.73% | 17.54% | 12.43% | — |
Tamboran Resources Corp (TBN) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Tamboran Resources Corp (TBN) SEC filings — annual & quarterly reports (10-K, 10-Q)
May 13, 2026·SEC
May 4, 2026·SEC
Apr 15, 2026·SEC
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Tamboran Resources Corp (TBN) stock FAQ — growth, dividends, profitability & financials explained
Tamboran Resources Corp (TBN) reported a net loss of $34.4M for fiscal year 2025.
Tamboran Resources Corp (TBN) has a return on equity (ROE) of -10.6%. Negative ROE indicates the company is unprofitable.
Tamboran Resources Corp (TBN) had negative free cash flow of $73.9M in fiscal year 2025, likely due to heavy capital investments.