Tamboran Resources Corporation (TBN)
Energy · NYQ
Price as at 1 Oct 2026, 12:08 UTC. Quotes are delayed.
Fundamentals
Valuation and ratings
Tamboran Resources Corporation trades at $32.96, which is 47% above the $17.40 our fair value estimate puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.
Our moat model scores it 13 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
TBN earnings and analyst estimates
Recommendation mix, 6 published ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About Tamboran Resources Corporation
Tamboran Resources Corporation, a natural gas company, engages in developing unconventional gas resources in the Northern Territory of Australia. Its assets include a 25% non-operated working interest in EP 161; a 61.25% working interest in EPs 76, 98, and 117; and a 100% working interest in EPs 136 and 143, located in the Betaloo Basin. The company was founded in 2009 and is headquartered in Sydney, Australia.
Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.
TBN passes 1 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Super investor ownership
3 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Ken Griffin, CITADEL ADVISORS LLC$12.94M · 0.0% of book
- Two Sigma, TWO SIGMA INVESTMENTS, LP$8.20M · 0.0% of book
- Marshall Wace, MARSHALL WACE, LLP$6.59M · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
TBN peers
The largest companies in the same industry (Oil & Gas E&P), then in the same sector.
- WOPEF Woodside Energy Group Ltd
- EQT EQT Corporation
- EXE Expand Energy Corporation
- PR Permian Resources Corporation
- TRMOY TRMOY
- WCP.TO Whitecap Resources Inc.
- VARRY Vår Energi ASA
- APA APA Corporation
Every energy company we cover is on the Energy hub.
Common questions
Is Tamboran Resources Corporation (TBN) undervalued?
Against our fair value estimate of $17.40, TBN at $32.96 is 47% above fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.
Which funds own TBN?
3 of the institutions we track reported a position in TBN in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
Where does SteadyShares get its TBN data?
Fundamentals for TBN come from company filings and exchange data, as listed on NYQ; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 1 Oct 2026, 12:08 UTC and is delayed. Our data quality score for this company is 75/100, which is the share of the inputs behind our scores that were actually available rather than assumed. Metrics we do not hold are left out of the page rather than estimated.
The full research page for TBN, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.