TBN Analyst Ratings
Tamboran Resources Corp (TBN) operates in the Energy sector, specifically the Oil & Gas Exploration & Production industry, with a market capitalization near $1.23B, listed on NYSE, employing roughly 47 people, carrying a beta of 0.25 to the broader market. Tamboran Resources Corporation is an energy firm focused on natural gas, with a core mission to unlock unconventional gas reserves situated in Australia's Northern Territory. Led by Todd C. Abbott, public since 2024-06-27.
Analyst Ratings
In the October 2026 monthly count, 6 analysts rated TBN: 1 Strong Buy, 5 Buy, 0 Hold, 0 Sell and 0 Strong Sell.
Twelve months earlier, in October 2025: 6 analysts, 1 Strong Buy, 4 Buy, 1 Hold, 0 Sell and 0 Strong Sell.
Price Targets
- Average Target
- $57.33
- Median Target
- $55.00
- High
- $70.00
- Low
- $47.00
- Targets Published, Last 12 Months
- 5
Recent Price Targets
The 5 most recent of 5 price targets published in the last 12 months.
| Date | Firm | Analyst | Target | Price When Posted |
|---|---|---|---|---|
| Oct 14, 2026 | Scotiabank | Not named | $70.00 | $35.31 |
| May 21, 2026 | Roth Capital | Leo Mariani | $47.00 | $35.94 |
| Apr 29, 2026 | RBC Capital | Not named | $55.00 | $35.39 |
| Dec 2, 2025 | Wells Fargo | Not named | $35.00 | $23.73 |
| Oct 24, 2025 | RBC Capital | Scott Hanold | $38.00 | $26.17 |
Recent Upgrades & Downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Apr 29, 2026 | RBC Capital | upgrade | Sector Perform | Outperform |
| Mar 31, 2026 | Piper Sandler | maintain | Overweight | Overweight |
| Mar 30, 2026 | Wells Fargo | maintain | Overweight | Overweight |
| Oct 24, 2025 | RBC Capital | maintain | Sector Perform | Sector Perform |
| Jul 9, 2025 | RBC Capital | maintain | Sector Perform | Sector Perform |
Quantitative Rating
TBN carries a model grade of C (overall score 2 of 5), computed from six valuation and financial measures (discounted cash flow, return on equity, return on assets, debt to equity, price to earnings and price to book), each scored 1 to 5. It is not an analyst rating.
How to Read TBN Analyst Coverage
Sell-side equity analysts publish three primary outputs: ratings (Strong Buy / Buy / Hold / Sell / Strong Sell, or firm-specific equivalents), price targets, and EPS / revenue estimate revisions. Rating consensus moves slowly relative to price; it reflects 12-month directional conviction rather than near-term momentum. Price targets are more responsive but typically drift behind realized price during sharp moves. The most actionable signal for options traders is a cluster of ratings actions across multiple firms within a short window, which compresses or expands implied volatility on a horizon of days to weeks and shifts the put-call skew toward the directional consensus. The recent-actions table above shows the five most recent firm-level changes; longer histories live behind aggregator sources.
For event-driven options sizing, pair the consensus rating and target distribution with the implied-volatility surface and dealer-positioning view. Aggressive target hikes from multiple firms tend to tighten put skew (downside protection becomes relatively cheaper); aggressive cuts widen put skew. The size of the IV response in the hours after a rating change is visible on the per-ticker volatility skew page and the gamma-exposure page, both of which show how dealer hedging propagates the analyst-driven flow into the listed options chain.
Learn how analyst ratings is reported and how to read the data →
Frequently asked TBN analyst ratings questions
- What is the TBN consensus price target?
- As of the latest aggregator update, Tamboran Resources Corp (TBN) carries a consensus 12-month price target of $57.33. Target ranges run from a low of $47.00 to a high of $70.00. The target is the average of the price targets published by sell-side equity analysts covering the name.
- What is the analyst rating consensus on TBN?
- In the October 2026 monthly count, 6 analysts rated TBN, and the distribution tilts to the Buy side: 1 Strong Buy, 5 Buy, 0 Hold, 0 Sell and 0 Strong Sell. Rating consensus moves slowly relative to price; it reflects sell-side conviction over a 12-month horizon rather than near-term momentum.
- What recent ratings actions has TBN seen?
- The five most recent ratings actions on TBN appear on the page above. Sell-side rating changes are watched for two reasons: an upgrade or downgrade with a meaningful target revision moves the consensus and can trigger short-term positioning shifts, and the firm-level rating cluster (multiple firms moving in the same direction within a short window) is a clearer signal than any single action. Options markets often price the implied-vol response within minutes of the announcement.
- How do analyst targets affect TBN options pricing?
- Analyst target revisions tend to be priced in by the lit options market within minutes of publication, but persistent target drift over weeks does correlate with implied-volatility movement. Aggressive target hikes from multiple firms inside a single quarter tighten put skew (downside protection becomes cheaper relative to upside speculation); aggressive cuts widen put skew. The most actionable read is the implied-vol response in the hours after a target change, which is visible on the per-ticker volatility skew page.