Notícias

Record revenue of $246.1 million driven by oil and gas royalties and water operations.

VNOM's Riverbend acquisition expands its Permian royalty footprint and lifts 2026 production guidance, while development activity stays elevated.

Permian landowners target the data center boom as AI backlash pushes hyperscalers toward Texas’ abundant land, water, and energy.

Texas Pacific Land stock has delivered a strong 124.7% total return over the past five years, yet the current checks suggest the shares now lean expensive rather than like a clear bargain. After that run, the question for investors is whether the present valuation still leaves enough room for comfort. Texas Pacific Land's 124.7% return over five years underlines how much value the market has already priced into the story. Future cash flow growth from its land and royalty assets can support...

Texas Pacific Land earnings put data center and water ambitions in focus Texas Pacific Land (TPL) just reported second quarter 2026 earnings that highlighted record revenue from royalties and water, along with a clearer push into data center and power related projects. See our latest analysis for Texas Pacific Land. Despite the strong second quarter update, Texas Pacific Land’s share price has retreated recently, with the stock down 16.1% over the past week and 14.4% over the past month. The...

Big landowners in the Permian Basin are aiming to capitalize on Nimby rebellion against AI projects around the U.S.

Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.

Texas Pacific Land (NYSE:TPL) reported record quarterly revenue, net income and free cash flow for the second quarter of 2026, supported by higher oil and gas royalty production, produced-water royalty volumes and surface-related revenue. Chief Executive Officer Ty Glover said the company generated

Texas Pacific Land Corp (TPL) posts record quarterly revenue and net income, while advancing multi-gigawatt data center projects and expanding beyond the Permian Basin.

West Texas landowner Texas Pacific Land (NYSE:TPL) missed Wall Street’s revenue expectations in Q2 CY2026, but sales rose 31.2% year on year to $246.1 million. Its GAAP profit of $2.23 per share was 2.1% above analysts’ consensus estimates.

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...

REVIEW PREVIEW NEWSLETTER What goes up… All three major indexes fell on Wednesday, with S&P500 and Nasdaq Composite Index snapping a two-week streak of positive returns. The S&P fell 0.7%, while the Nasdaq dropped 0.

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.