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Tamboran ResourcesF
NYSE / Energy
Last Price
At close
2026-07-22
View Chart
Current thesis
The constructive case is that Tamboran now has more capital to fund drilling and delineation, the Shenandoah South pilot already has FID and supporting gas-processing/transport agreements, and a successful move into mid-2026 first gas could shift the story from acreage optionality to commercial proof [#PR-2025-09-30] [#PR-2026-04-07].
Posture
Defensive
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta -5.2.
What can break
Another equity raise if development spend or timelines slip.
Momentum
29
Value
33
Sentiment
52
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $34.00 · Bull $44.00 · Bear $24.00
Data freshness
Prices
As of 2026-07-22
Fundamentals
As of 2026-07-22 • Vendor: Data Vendor v1
Scores
As of 2026-07-22 • Model: HYBRID_IC_RP
AI Memo
As of 2026-04-18 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-07-22
Supporting evidence
What
Grade F · Defensive
Confidence Medium · Net Neutral
Target $56.88
Why
Momentum29 · Δ7d -21.8
Value33 · Δ7d +0.0
Sentiment52 · Δ7d -5.2
So what
Weak posture (Net Neutral). Prioritize risk control and patience.
Lead driver: Sentiment · See AI snapshot
Momentum
29
26% active weight
Current posture
7d trendImproving
Δ7d
-21.8
Δ21d
-14.8
Value
33
39% active weight
Current posture
7d trendFlat
Δ7d
+0.0
Δ21d
-0.1
Sentiment
52
34% active weight
Current posture
7d trendSoftening
Δ7d
-5.2
Δ21d
-3.9
Why this grade

Composite grade F. Momentum 28.9 / Value 32.8 / Sentiment 51.5

Fundamentals (TTM)
As of 2026-07-22
Market Cap
$1.21B
Beta
1.33
Shares Out
34.86M
P/E (TTM) · Derived
-2646.6
P/S (TTM)
-
P/FCF (TTM) · Derived
-8.85
Rev YoY
+100.0%
EPS YoY
-8.3%
Gross Margin
-
Op Margin
-
Net Debt
-$18.76M
Current Ratio
2.00
As of 2026-07-22 • Updated nightlySource: Internal modelMethodology