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TPTPL

Texas Pacific Land Corporation

Strong FundamentalsStrong FundamentalsRevenue growing 31% YoY at strong margins2 insiders buyingQuiet on X (23 mentions/wk)
$TPL·$24B·Oil & Gas Exploration & Production·Energy
$352.67+1.6%YTD+21.4%1Y+15.8%
Price updated 10h ago·X counts updated 7d ago
TPTPL
$TPLTexas Pacific Land Corporation
$352.67+1.58%23 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $TPL on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

23X posts · last 7 days
Sep 2Sep 13
Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-08-27

Texas Pacific Land sentiment is confidently bullish. Users celebrate TPL's Q2'26 land purchases likely including Buck Nail Ranch (potential Project North data-centre site), TPL as 'the best royalty business in the world' getting paid on land AND water regardless of who wins, 882,000 West Texas acres and 25 GW in advanced talks per Q2 call, and TPL as the LAND pillar of the TOLL+M model (with LB). Bulls treat TPL as a long-term hold. Skepticism is essentially absent from the sample; the modal stance is 'gets paid on land and water — 25 GW in advanced talks + Project North'.

Read what X is saying about $TPL

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $TPL — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-19

The move is getting stronger, with heavier trading behind it.

Permian royalty-land compounder with Buck Nail Ranch data-center site optionality and Horizon Kinetics accumulating

Texas Pacific Land is the pure royalty-land compounder finally getting paid for the data-center thematic overlay.

  • Q2 revenue up 31% YoY at $246M with 78% op-margin; Q1 revenue up 21%; the operating cadence is the whole thesis (royalty plus water without the drilling capex).
  • Horizon Kinetics buying almost daily (multiple small P-Purchase filings) plus Amundi and AlphaGrep new positions — institutional accumulation into the run.
  • 882,000 West Texas acres and 25 GW of advanced data-center talks per Q2 call; Buck Nail Ranch likely-Project-North site adds the specific catalyst.

At 30% of the 52-week range with 3.56x volume, the setup is a coil into the Nov 4 print — bulls need the data-center water/land contracts to materialize into visible revenue.

Agrees with X sentimentX frames TPL as 'the best royalty business in the world' getting paid on land AND water regardless of driller identity, plus the 25 GW datacenter pipeline. That matches the fundamentals — real acreage, real royalty economics, real datacenter optionality.

What to watch: The Nov 4 Q3 print for water-revenue and easement-revenue trajectory; any signed datacenter tenant announcement for Buck Nail Ranch or other 25 GW pipeline sites.

On the calendar: 2026-11-04 — Q3 earnings

Read the AI verdict on $TPL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Texas landowner with ~880,000 Permian Basin acres earning oil and gas royalties, water sales, and surface use fees.

Industry overviewAI analysisGenerated by AI from underlying data

Where Oil & Gas Exploration & Production sits in its cycle right now — and what that implies for $TPL.

Oil & Gas Exploration & Production · Energy

Crude oil above $100 following Houthi seizure of a Red Sea port is the immediate geopolitical supply driver — WTI and Brent held bullish breakouts with analysts flagging value in beaten-down E&P names. LNG export demand is the secular tailwind for Appalachian gas producers; Permian consolidation is rationalizing costs and lifting FCF conversion.

What this means for $TPL

Direct beneficiary — Texas Pacific Land's royalty and surface use revenues scale directly with Permian production activity; $100 WTI incentivizes accelerating operator drilling on TPL's ~880,000 acres at near-zero marginal cost.

Industry benchmark

27-name peer basket
+50.7%YTD
+40.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
48.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
30.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
74.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
29.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
35.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
72.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$2.23$2.18+2.3%
Q1 2026May 6, 2026$2.07$2.02+2.5%
Q4 2025Feb 18, 2026$1.79$1.790.0%
Q3 2025Nov 5, 2025$1.76$1.92-8.3%
Next earningsWed, Nov 4·consensus EPS $2.35

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$246.1M+31.2%100%78.0%$2.23$-21.9M
Q1 FY26$236.8M+20.8%82.1%77.0%$2.07$154.7M
Q4 FY25$211.6M+13.9%136%70.5%$1.79$85.0M
Q3 FY25$203.1M+17.0%84.5%73.4%$1.76$136.0M

Forward consensus

3-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$995.0M$995.0M – $995.0M$8.80$8.80 – $8.801
FY27$1.1B$1.1B – $1.1B$9.76$9.76 – $9.761
FY28$1.2B$1.2B – $1.2B$0.00$0.00 – $0.001

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.3.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.30%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-7.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-10.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuySep 17Horizon Kinetics Asset Management Llc10% owner1 sh$349BuySep 16Horizon Kinetics Asset Management Llc10% owner1 sh$352BuySep 15Peter DoyleDirector5 sh$2KBuySep 15Horizon Kinetics Asset Management Llc10% owner1 sh$371BuySep 14Horizon Kinetics Asset Management Llc10% owner1 sh$372BuySep 11Horizon Kinetics Asset Management Llc10% owner1 sh$368BuySep 10Horizon Kinetics Asset Management Llc10% owner1 sh$366BuySep 9Horizon Kinetics Asset Management Llc10% owner1 sh$379BuySep 8Horizon Kinetics Asset Management Llc10% owner1 sh$375BuySep 4Horizon Kinetics Asset Management Llc10% owner1 sh$360
1–10 of 81

See when $TPL insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDAug 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

TPL filed an 8-K (Item 2.02) reporting its financial results, filed 2026-08-05. The actual financial figures are in the attached press release (Exhibit 99.1), not reproduced in the body excerpt. This is a material disclosure; investors should review the press release for beat/miss details and guidance.

8-KPress release / Reg FDJun 238-K — Item 7.01: Press release / Reg FD
AI summary

TPL filed an 8-K (Item 7.01) for a Regulation FD disclosure. A presentation or investor communication is being furnished as an exhibit. Reg FD disclosures are furnished rather than filed and are not typically market-moving on their own, but may contain forward-looking statements or strategy updates.

8-KPress release / Reg FDMay 188-K — Item 7.01: Press release / Reg FD
3New insider — initial holdingsMay 73
SC 13D/AActivist amendmentMay 7SC 13D/A
8-KMaterial agreementMay 68-K — Item 1.01: Material agreement · Item 2.02: Earnings release · Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
SC 13D/AActivist amendmentApr 13SC 13D/A
8-KPress release / Reg FDApr 98-K — Item 7.01: Press release / Reg FD
+ 6 other (2 10-Qs · 2 13Gs · 1 PRE 14A · 1 SC 13D/A) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Amundi Boosts Stock Position in Texas Pacific Land Corporation $TPLdefenseworld.net·11d agoMurray Stahl Expands Stake in RENN Fund Inc (RCG) with Strategic Addgurufocus.com·12d agoAlphaGrep UK Ltd Makes New Investment in Texas Pacific Land Corporation $TPLdefenseworld.net·16d ago40% Of My Portfolio Is In Just 3 Stocksseekingalpha.com·16d agoMurray Stahl Expands RENN Fund Inc (RCG) Stake in Recent Transactiongurufocus.com·27d ago

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Voices on X · last 7 days

No standout posts about $TPL on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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