NYSE: TBN

Tamboran Resources (TBN) Stock Analysis & Forecast

Oct 12 close

$34.53+0.51 (+1.5%)

Gekko Brief

Oct 12 close

Tamboran Resources closed at $34.53 on 12 October 2026, +1.5% on the day. The price sits between the 50-day ($36.35) and 200-day ($33.60) moving averages, inside a 52-week range of $22.34 to $52.21. The GekkoIndex reads 62.9, in the Accumulation zone, down 4.1 points over five sessions. Gekko Fair Value is $40.87, so the price is 15.5% below it.

Over the last 8 reports the company beat the earnings estimate 4 times, with an average move of 3% across the report.

5 firms rate the stock: 5 buy, 0 hold and 0 sell, with a consensus target of $56.67. A typical daily move is about 3.8%, and a typical 20-day move about 7.9%. On the swing-trade checklist, 2 items read supportive and 0 read as a headwind.

A plain summary of the figures as of the Oct 12, 2026 close.

Tamboran Resources price vs fair value

$40.87$34.53Oct ’25Apr ’26Oct ’26
Close $34.53200-day averageGekko Fair Value $40.87

Tamboran Resources quick facts

Market cap
$1.20B
P/E ratio
—
Forward P/E
10000
EPS, TTM
−$1.16
Revenue, TTM
$0
Profit margin
0%
Dividend yield
—
Beta
0.49
Volume
54,465 avg 122,993
1-year return
+19.2%
Typical daily move
±3.8%
Typical 20-day move
±7.9%
50-day average
$36.35
200-day average
$33.60
Next earnings
—
Shares outstanding
28.28M
52-week range
$22.34$52.21

Tamboran Resources swing-trade checklist

Tamboran Resources scores 2 supportive, 1 mixed and 0 headwinds across the 3 checklist items with data.

Six things swing traders check before a 20-day hold, read from the latest data.

2 supportive1 mixed0 headwinds

  • Trendmixed

    Averages disagree

    Close $34.53 sits between the 50-day ($36.35) and 200-day ($33.60) averages, or the averages disagree.

    See the chart
  • GekkoIndexsupportive

    62.9, Accumulation

    Reading 62.9 is in the Accumulation zone.

    See the GekkoIndex
  • Fair valuesupportive

    15.5% below

    Price is 15.5% below Gekko Fair Value (more than 5% below).

    See fair value
  • Smart moneyno data

    No data

    No insider, Congress or unusual options activity in the window.

    See smart money
  • Earnings riskno data

    No data

    No confirmed report date on the calendar.

    See earnings
  • Seasonalityno data

    No data

    Not enough years of history for a seasonal read.

A description of current data, not a recommendation. How this page works

Tamboran Resources stock chart and price history

Tamboran Resources closed at $34.53 on Oct 12, 2026, +19.2% over the past year, inside a 52-week range of $22.34 to $52.21.

Close50-day average200-day averageVolume
Tamboran Resources share price, past year, with 50-day and 200-day moving averages and volume$30$40$50NovDecJan 2026FebMarAprMayJunJulAugSepOct34.53

Use the left and right arrow keys to read daily values.

Performance Breakdown

1 month
−11.8%
3 months
+8.6%
6 months
−7.3%
1 year
+19.2%
The full TBN chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open TBN in Gekko

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About Tamboran Resources

Tamboran Resources works in natural gas, with its efforts centered on tapping unconventional gas deposits found in Australia's Northern Territory. The company has built a name around its work in the Beetaloo Basin, where it holds stakes across several exploration permits.

Its holdings include a 25% non-operated interest in EP 161, a 38.75% share spread across EPs 76, 98, and 117, and full 100% ownership of EPs 136, 143, and EP (A) 197. This mix of partial and wholly owned permits forms the backbone of its exploration activity within the Beetaloo Basin region.

Tamboran Resources traces its origins to 2009 and runs its operations from Sydney, Australia. Its shares trade on the NYSE under the ticker TBN.

Listed
NYSE
Sector
Energy minerals
Industry
Integrated oil
Website
tamboran.com

Tamboran Resources GekkoIndex: the smart money zone

Tamboran Resources’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 62.9, in the Accumulation zone, down 4.1 points over five sessions.

010062.9Accumulation

Down 4.1 points over five sessions.

Reading for Oct 12, 2026

What followed past readings in each zone

ZoneReadings5 days10 days20 days50 days
Buying4Too few readings yet
Accumulation (current zone)206+1.3%+2.5%+3.9%+10.9%
Neutral323+0.6%+0.9%+1.6%+4.9%
Distribution32−3.2%−3.5%+0.2%−6.2%
Selling4Too few readings yet

Average TBN share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.2% over 20 days. Past behaviour doesn’t guarantee future results.

Accumulation zone: Institutional interest building. About the five zones →

See every daily GekkoIndex reading plotted over the TBN price, zone by zone.Track TBN in Gekko

Is Tamboran Resources stock overvalued? Gekko Fair Value

Tamboran Resources trades 15.5% below Gekko Fair Value of $40.87, so the shares are undervalued on Gekko’s estimate.

Gekko’s own estimate of what Tamboran Resources shares are worth, recalculated every trading day.

$40.87

Gekko Fair Value, Oct 10, 2026

15.5% Undervalued

At the end of Aug 2026 the price was 20.7% below the estimate.

Gekko Fair ValueShare price, month end
$41$34Aug 2026SepOct 2026

How Gekko Fair Value works →

Gekko Fair Value on every chart, with the gap to price updating daily.Open TBN in Gekko

Tamboran Resources insider and Congress trading

No open-market insider purchases were filed for Tamboran Resources, and no Congress trades were disclosed, in the last 90 days.

Plus buybacks, unusual options and fund positions, each dated to when it became public.

Insider buying last 90 days

No open-market insider purchases were filed for TBN in the last 90 days.

From Form 4 filings, dated to when each was filed.

Every TBN insider filing, plotted on the chart in Gekko.Open TBN in Gekko

Congress trades last 90 days

No trades in TBN were disclosed by members of Congress in the last 90 days.

From congressional disclosures, which report amounts as ranges.

Congress disclosures for TBN, plotted on the chart in Gekko.Open TBN in Gekko

Hedge funds and billionaires quarter ended Mar 31

0of the funds Gekko tracks hold TBN.

0added0opened0trimmed1sold out
Which funds are on each side, name by name.Unlock in Gekko

Tamboran Resources earnings: next date and track record

Tamboran Resources beat the EPS estimate in 4 of its last 8 reports, moving 3% on average across the report.

4 of 8reports beat the EPS estimate
±3%average move across the report
2 of 8reports followed by a gain

Share-price move across each report

+0.7%Nov ’24−0.6%Feb ’25−1.4%May ’25−5.3%Sep ’25−2.8%Nov ’25−3.5%Feb ’26+1.3%May ’26−8.0%Sep ’26

Last earnings call, Sep 25, 2026 AI summary

What they said
Tamboran Resources achieved First Gas Sales from the Betaloo Basin to the Northern Territory market, with 25 TJ/day currently flowing. The company completed a record 178-stage stimulation campaign across 30,000 lateral feet on the SS-2 pad. The Sturt Plateau compression facility was completed on time and ~USD 9 million under budget. A 40 TJ/day take-or-pay Gas Sales Agreement provides revenue downside protection once commissioning concludes.
Guidance
Once commissioning completes, take-or-pay provisions activate on the 40 TJ/day contract, with full gas pricing replacing the current 75% commissioning rate. Local Betaloo Red Sand, if successful, could reduce completion costs by USD 4 million per well. Demand nominations expected to grow through NT's peak demand season.
ReportedEPSSurpriseRevenueSurpriseMove
Sep 25, 2026−$24.00
est −$25.54
+6.0%—
est $4.60M
—−8.0%
May 13, 2026−$0.39
est −$0.34
−14.7%—
est $2.40M
—+1.3%
Feb 11, 2026−$0.32
est −$0.36
+10.2%—
est $1.50M
—−3.5%
Nov 13, 2025−$0.47
est −$0.26
−80.8%—
est $513K
—−2.8%
Sep 24, 2025−$128.41
est −$62.37
−105.9%—
est $500K
—−5.3%
May 14, 2025−$0.32
est −$0.23
−39.1%−$943.1M—−1.4%
Feb 12, 2025−$0.33
est −$0.34
+2.9%——−0.6%
Nov 11, 2024−$40.92
est −$98.32
+58.4%——+0.7%

“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.

Tamboran Resources stock forecast and analyst price targets

Analysts’ average 12-month price target for Tamboran Resources is $56.67, +64.1% from the last close, from 5 firms rating the stock in the last 90 days.

$56.67consensus 12-month target, +64.1% from the last close
Low $45High $60
Buy5
Hold0
Sell0

Each firm’s latest rating in the last 90 days: 5 firms.

Latest analyst actions

DateFirmRatingTargetvs price
Sep 28Northland SecuritiesBuy, maintained$60+73.8%
Sep 25RBC CapitalBuy, maintained$55+59.3%
Sep 25Roth MKMBuy, reiterated$47+36.1%
Sep 24Roth MKMBuy, maintained——
Sep 9Roth MKMBuy, maintained$47+36.1%
+3.9%average 20-day move after past Accumulation readings
±3.8%typical daily move, from the 14-day average range

Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.

Tamboran Resources market cap and key statistics

Tamboran Resources’s market cap is $1.20B and revenue of $0 over the last twelve months.

Valuation

Market cap
$1.20B
Forward P/E
10000
EPS, TTM
−$1.16
Gekko Fair Value
$40.87

Trading

Volume
54,465
Avg volume, 20 days
122,993
52-week high
$52.21
52-week low
$22.34
Shares outstanding
28.28M

Financials

Revenue, TTM
$0
Profit margin
0%
Return on equity
-4.5%
Quarterly earnings growth, YoY
0.0%

Risk and income

Beta
0.49
Typical daily move
±3.8%
Typical 20-day move
±7.9%

Tamboran Resources stock news this week

1 headline about Tamboran Resources from the past week, newest first, each linking to the publisher.

Tamboran Resources peers

Tamboran Resources’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.

StockTodayGekkoIndex zonevs Fair Value
XOMExxon Mobil+0.7%Neutral17.0% above
CVXChevron+0.2%Neutral8.4% above
TTETotalEnergies+0.2%Neutral29.7% below
CNQCanadian Natural Resources+0.4%Neutral19.7% below
SUSuncor Energy+0.2%Neutral17.4% below
EOGEOG Resources+0.1%Neutral22.1% below

A peer links to its own page where one exists.

In the Buying zone today

Reporting earnings this week

Popular on Gekko

Tamboran Resources stock FAQ

What is Tamboran Resources’s market cap?

Tamboran Resources’s market cap is $1.20B at the Oct 12, 2026 close of $34.53, with 28.28M shares outstanding.

What is the Tamboran Resources stock forecast?

The consensus analyst 12-month price target for Tamboran Resources is $56.67, +64.1% from the last close. Of the 5 firms that rated the stock in the last 90 days, 5 rate it a buy, 0 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.

Is Tamboran Resources stock overvalued or undervalued?

On Gekko’s estimate Tamboran Resources is undervalued: the Oct 12, 2026 close of $34.53 is 15.5% below Gekko Fair Value of $40.87. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.

What is Tamboran Resources’s 52-week high and low?

Tamboran Resources’s 52-week high is $52.21 and its 52-week low is $22.34; it closed at $34.53 on Oct 12, 2026, +19.2% over the past year.

Is Tamboran Resources stock a buy right now?

Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 2 of the 3 items with data read as supportive (gekkoindex and fair value), 1 as mixed (trend). The checklist is a description of current data, not a recommendation.

How this page works

During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →

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