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Energy businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. But their prominence also brings high exposure to the ups and downs of economic and energy cycles. Luckily, the tide is turning in their favor as the industry’s 12.6% return over the past six months has topped the S&P 500 by 6.4 percentage points.
Texas Pacific Land is set to report Q2 earnings next month, with analysts expecting double-digit year-over-year EPS growth.
A number of stocks jumped in the afternoon session after the U.S. launched a new wave of military strikes against Iranian targets, as President Donald Trump announced a 20% U.S. toll on cargo transiting the Strait of Hormuz.
Texas Pacific surged on rising oil and gas prices and increasing AI infrastructure development in West Texas.
Texas Pacific Land has delivered a very strong 170.2% return over the past 3 years. At around US$397.82 the stock now screens as expensive, with both the Discounted Cash Flow (DCF) intrinsic value estimate and market multiples pointing to a premium rather than a clear bargain. Over the last 3 years, Texas Pacific Land has returned 170.2%, which puts more pressure on today’s buyers to justify the current valuation. Recent insider buying and a long term resource agreement with a major energy...
Texas Pacific Land (TPL) drew fresh attention after Horizon Kinetics Asset Management, a more than 10% shareholder, disclosed another tiny open market purchase, adding a single share at just over US$400. See our latest analysis for Texas Pacific Land. Against this backdrop of small insider purchases, Texas Pacific Land’s latest share price of US$397.82 sits after a 1-month share price return of 6.03% and a year-to-date share price return of 33.51%, while the 3-year total shareholder return of...
A surplus of cash can mean financial stability, but it can also indicate a reluctance (or inability) to invest in growth. Some of these companies also face challenges like stagnating revenue, declining market share, or limited scalability.
Chevron Corporation (NYSE:CVX) is one of the best stocks to buy now for good returns. On June 23, Chevron Corporation (NYSE:CVX) selected Texas Pacific Land Corporation to provide land and brackish water resources for its Project Kilby. Project Kilby is a massive $7 billion initiative by Chevron Corporation (NYSE:CVX) and Microsoft to construct a 2.67 […]
How does a company best known for oil royalties become one of 2026's hottest data center plays?
Investors need to pay close attention to TPL stock based on the movements in the options market lately.
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking at U.S. shale E&P stocks, starting with Texas Pacific Land (NYSE:TPL).
Microsoft’s 20-year power deal with Chevron secures AI infrastructure capacity, lowers energy risk, and strengthens Azure’s competitive advantage.
CVX strengthens Project Kilby with strategic land and brackish water resources, advancing responsible power infrastructure for AI-driven growth.
A number of stocks fell in the afternoon session after a peace agreement between the U.S. and Iran sent oil prices tumbling, dragging down the energy sector.
Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.
Texas Pacific Land’s 31.8% return over the past six months has outpaced the S&P 500 by 21%, and its stock price has climbed to $397.13 per share. This run-up might have investors contemplating their next move.
The Morning Bull - US Market Morning Update Thursday, Jun, 4 2026 US stock futures are mixed this morning, with broad S&P 500 contracts slightly softer while tech linked contracts edge higher, as investors weigh three big forces. First, the OECD now expects global growth of 2.8% in 2026 and US growth of 2.0%, a signal that the world economy is still expanding but not racing ahead. Second, the US 10 year Treasury yield is holding near 4.45%, suggesting borrowing costs for mortgages, credit...
Energy businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. But their prominence also brings high exposure to the ups and downs of economic and energy cycles. Luckily, the tide is turning in their favor as the industry’s 32.1% return over the past six months has topped the S&P 500 by 21.1 percentage points.
Here is how Texas Pacific (TPL) and Meren Energy (MRNFF) have performed compared to their sector so far this year.
Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets. But the many opportunities in front of them attract significant competition, spanning from industry behemoths with seemingly infinite resources to small, nimble players with chips on their shoulders.
In early May 2026, Texas Pacific Land Corporation reported higher first-quarter revenue of US$236.82 million and net income of US$142.9 million, affirmed a US$0.60 quarterly dividend, detailed growing Permian-focused oil, gas and water operations, and added major shareholder representative Peter Doyle to its Board and strategic acquisitions committee. The company used its Midland Investor Day to spotlight profitable water and desalination projects, long-term land and data center agreements,...
WaterBridge Infrastructure delivers water management solutions for oil and gas producers across major U.S. shale basins.
Texas Pacific Land has underperformed the broader market over the past year, but analysts are highly optimistic about the stock’s prospects.
Texas Pacific Land’s first quarter was marked by robust growth in oil and gas royalties and a positive contribution from its water segment, but the market responded negatively to the company’s results. Management pointed to an increase in royalty production and strong water sales volumes as key drivers, while also acknowledging ongoing industry uncertainty around the duration of elevated oil prices. CEO Tyler Glover described operator activity as only “marginally” higher despite higher prices, h
Activists also report to the SEC on Texas Pacific Land, Southwest Gas Holdings, and International Seaways.
Insight into Murray Stahl (Trades, Portfolio)'s Recent 13F Filing and Investment Strategy
Texas Pacific Land Corporation's ( NYSE:TPL ) stock didn't jump after it announced some healthy earnings. We did some...
Wall Street has issued downbeat forecasts for the stocks in this article. These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory.
Recent share performance and business profile Texas Pacific Land (TPL) has drawn investor attention after recent share price moves, with the stock showing a 4.9% decline over the past day and a 10.1% decline over the past week. Over the past month the stock shows an 11.3% decline, while the past 3 months reflect a 9% gain and the year-to-date return stands at 33.9%. The latest close was US$399.08. Texas Pacific Land Corporation operates through two main businesses: land and resource...
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