Core Points - Tamboran Resources Corporation plans to release its first quarter earnings and operational update on November 13, 2025, after NYSE market closes [1] - The update will be hosted by Chairman and Interim CEO Mr. Dick Stoneburner via a webcast starting at 5:00pm EST [1] - The webcast will include a short Q&A session with analysts following the operational update [1]

Core Insights - Tamboran Resources Corporation (TBN) has received a Zacks Rank 2 (Buy) due to an upward trend in earnings estimates, which is a significant factor influencing stock prices [1][3][10] Earnings Estimates and Stock Performance - The Zacks rating system emphasizes the importance of changing earnings estimates in determining stock price movements, as institutional investors often base their valuations on these estimates [4][6] - For the fiscal year ending June 2026, Tamboran is expected to earn -$0.76 per share, which remains unchanged from the previous year, but the Zacks Consensus Estimate has increased by 27.6% over the past three months [8] Zacks Rating System - The Zacks Rank stock-rating system categorizes stocks into five groups based on earnings estimates, with a proven track record of Zacks Rank 1 stocks generating an average annual return of +25% since 1988 [7] - The upgrade of Tamboran to a Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [10]

Core Viewpoint - Tamboran Resources Corporation (TBN) has seen a 25.8% increase in share price over the past four weeks, closing at $26.61, with a potential upside of 42.8% based on Wall Street analysts' mean price target of $38 [1]. Price Targets - The average price target consists of five estimates ranging from a low of $32.00 to a high of $42.00, with a standard deviation of $3.94, indicating a potential increase of 20.3% to 57.8% from the current price level [2]. - A low standard deviation suggests a strong agreement among analysts regarding the price targets, which can be a useful indicator for investors [2][9]. Analyst Sentiment - Analysts show strong agreement on TBN's ability to report better earnings than previously predicted, which supports the view of potential upside [4]. - The Zacks Consensus Estimate for the current year has increased by 3.2% over the past month, with no negative revisions, indicating positive sentiment among analysts [12]. Zacks Rank - TBN holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates, which further indicates potential upside in the near term [13]. Conclusion on Price Movement - While consensus price targets may not be entirely reliable, the direction implied by these targets appears to be a good guide for potential price movement [14].

Core Insights - Tamboran Resources Corporation expresses gratitude to existing shareholders and welcomes new investors as it aims to advance its shale gas development in the Beetaloo Basin [1] - The company highlights a strategic partnership with Baker Hughes, which is seen as a significant move towards reducing costs in its operations and field services activities in the Beetaloo [1] Company Overview - Tamboran Resources Corporation is focused on developing shale gas resources in the Beetaloo Basin [1] - The leadership transition includes Richard Stoneburner serving as Chairman and Interim CEO [1] Strategic Initiatives - The partnership with Baker Hughes is positioned as a critical step in the company's cost reduction strategy [1] - The initiative aims to enhance operational efficiency across Tamboran's operations and field services [1]

Core Insights - Premarket trading is showing notable activity with significant price movements indicating potential investment opportunities before the market opens [1] Premarket Gainers - Ventyx Biosciences, Inc. (VTYX) increased by 108% to $8.05 - Brera Holdings PLC (SLMT) rose by 49% to $12.50 - Safe & Green Holdings Corp. (SGBX) gained 39% to $3.18 - American Rebel Holdings, Inc. (AREB) up by 26% to $2.71 - Tango Therapeutics, Inc. (TNGX) increased by 18% to $10.25 - Garrett Motion Inc. (GTX) rose by 14% to $14.30 - ETHZilla Corporation (ETHZ) gained 12% to $17.61 - D-Wave Quantum Inc. (QBTS) increased by 11% to $30.40 - IonQ, Inc. (IONQ) rose by 10% to $61.04 - Megan Holdings Limited (MGN) up by 7% to $2.31 [3] Premarket Losers - Splash Beverage Group, Inc. (SBEV) decreased by 21% to $2.06 - Molina Healthcare, Inc. (MOH) down by 18% to $158.44 - SCHMID Group N.V. (SHMD) fell by 18% to $3.18 - Beyond Meat, Inc. (BYND) decreased by 18% to $2.91 - Agencia Comercial Spirits Ltd (AGCC) down by 16% to $5.07 - Super League Enterprise, Inc. (SLE) fell by 13% to $2.25 - Armata Pharmaceuticals, Inc. (ARMP) decreased by 12% to $5.99 - Applied DNA Sciences, Inc. (BNBX) down by 12% to $4.19 - Ribbon Communications Inc. (RBBN) fell by 12% to $3.49 - Tamboran Resources Corporation (TBN) decreased by 11% to $21.81 [4]

Core Viewpoint - Tamboran Resources Corporation is conducting a securities offering, with details provided in a prospectus supplement and accompanying base prospectus filed with the SEC [1] Company Information - The offering is being made only through the prospectus supplement and base prospectus [1] - Copies of the preliminary prospectus supplement and base prospectus can be obtained for free on the SEC's website [1]

Group 1 - Tamboran Resources Corporation is offering securities through a prospectus supplement and accompanying base prospectus filed with the SEC [1] - The preliminary prospectus supplement and base prospectus can be obtained free of charge on the SEC's website [1]

Core Viewpoint - Tamboran Resources Corporation is positioned as a promising investment opportunity following its agreement to acquire Falcon Oil & Gas for approximately $172 million, which is expected to close in Q1 2026 [1][3]. Group 1: Acquisition Details - The acquisition will involve Tamboran taking ownership of all Falcon subsidiaries, with the transaction consideration comprising 6.5 million shares of Tamboran's common stock and $23.7 million in cash [2]. - Upon completion of the deal, Falcon's investors will hold a 26.8% stake in the combined entity, while Tamboran shareholders will retain 73.2% [2]. Group 2: Strategic Implications - This acquisition will significantly expand Tamboran's presence in the Beetaloo sub-basin, making it one of the largest acreage holders in the region with approximately 2.9 million net prospective acres [3]. - The deal will also enhance Tamboran's working interest in the phase two development area to 80.62%, as the company seeks a new development partner through a farmout process with RBC Capital Markets [3]. Group 3: Company Overview - Tamboran Resources Corporation is a natural gas company focused on developing unconventional gas resources in the Northern Territory of Australia [4].

Core Insights - Tamboran Resources Corporation has successfully completed the largest drilling program in the Beetaloo Basin, which included batch drilling of three wells at the Shenandoah South 2 well pad, crucial for supplying gas to the Northern Territory network under a long-term Gas Sales Agreement with the Northern Territory Government, with first gas sales expected by mid-2026 [2][6][20] Drilling Program Details - The drilling program involved the Shenandoah South -4H (SS-4H), -5H, and -6H wells, each with a target lateral length of 10,000 feet, completed with an average spud-to-total depth (TD) time of 26.7 days, and drilling and casing time within the forecast of 35 days [3][6] - The program utilized modern US drilling technologies, including Baker Hughes' anti-vibration drilling technology, resulting in record performance, with the fastest horizontal section drilled in the Mid Velkerri B Shale reaching over 1,100 meters (3,603 feet) in a single day [3][6] Future Plans - The SS-4H well is scheduled for stimulation in the fourth quarter of 2025, with the remaining two wells and the reinforced SS-3H well to be stimulated in the first half of 2026 [4][6] - A 60-stage stimulation program is planned for the SS-4H well, with a 30-day flow test anticipated before being shut-in for future gas sales [4][6] Company Overview - Tamboran Resources is the largest acreage holder and operator in the Beetaloo Sub-basin, with approximately 1.9 million net prospective acres [7][8] - The company has secured around 420 acres (170 hectares) at the Middle Arm Sustainable Development Precinct in Darwin for its proposed NTLNG project [9]

Core Viewpoint - Tamboran Resources Corporation (TBN) has shown a significant price increase of 38.6% over the past four weeks, with a mean price target of $39.17 indicating a potential upside of 29.8% from the current trading price of $30.17 [1] Price Targets and Analyst Consensus - The average price target for TBN ranges from a low of $30.00 to a high of $53.00, with a standard deviation of $8.28, suggesting variability in analyst estimates [2] - The lowest estimate indicates a slight decline of 0.6%, while the highest estimate suggests a substantial upside of 75.7% [2] - A low standard deviation indicates a strong agreement among analysts regarding the stock's price movement direction, which can serve as a starting point for further research [9] Earnings Estimates and Analyst Optimism - Analysts have shown increasing optimism about TBN's earnings prospects, as evidenced by a strong consensus in revising EPS estimates higher, which correlates with potential stock price increases [11] - Over the past 30 days, one estimate has increased, leading to a 27.6% rise in the Zacks Consensus Estimate for the current year [12] Zacks Rank and Investment Potential - TBN holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate factors, indicating strong potential for upside [13] - While the consensus price target may not be entirely reliable, the implied direction of price movement appears to be a useful guide for investors [14]