TBN
Tamboran Resources CorpPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- B Apr 8 to Apr 13 2 days of insider buys: $621.6K by 2 insiders, avg $36.59
- R Apr 8 Two corporate insiders at Tamboran Resources Corp purchased $622,000…
- R Apr 8 Two directors of Tamboran Resources Corp purchased $622K worth of sh…
- A May 21 Roth Capital initiates
- X Aug 14 Short interest falls 49.0% to 543.3K
- X Sep 15 Short interest falls 29.9% to 364.8K
- R Sep 25 Tamboran Resources reported Q4 FY26 (June quarter) results, highligh…
- E Sep 25 Earnings: TBN Q4 2026 Earnings: EPS $-0.049 (+70.4% vs est)
Signal stack
Where each data set points today.
- InsidersBULLISH
2 insiders bought $621.6K at an average $36.59. No open-market sales. Price is 16% below their cost.
- InstitutionsBULLISH
Q2 2026: 15 added (0 new), 2 trimmed or exited.
- EstimatesFLAT
Current-quarter EPS estimate −$0.120 → −$0.120 over 90 days. 0 up, 2 down in 30 days.
- Short sellersBUILDING
Short interest +24.0% to 452.3K shares. 3.4 days to cover, ≈1.3% of shares.
- TrendDOWNTREND
14% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| HighTower Advisors, LLC | DOUBLED | $14.8M |
| CITADEL ADVISORS LLC | DOUBLED | $12.9M |
| MARSHALL WACE, LLP | ADD | $6.6M |
| MACQUARIE GROUP LTD | ADD | $5.8M |
| BANK OF AMERICA CORP /DE/ | ADD | $2.9M |
| BlackRock, Inc. | DOUBLED | $2.2M |
| AMERICAN CENTURY COMPANIES INC | ADD | $926.6K |
| Walleye Capital LLC | DOUBLED | $881.0K |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
last action May 2026Price is below the lowest target. Median implies +90%.Targets as of Oct 26, 2026.
| Date | Firm | Rating |
|---|---|---|
| May 21, 2026 | Roth Capital INITIATE | Buy |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 1, 2026 | Robb Andrew John Director | AWARD | 2,975 sh |
| Jun 1, 2026 | Dalton Ryan Director | AWARD | 2,975 sh |
| Jun 1, 2026 | PACE PHILLIP Z Director | AWARD | 2,975 sh |
| Jun 1, 2026 | SHEFFIELD SCOTT D Director | AWARD | 2,975 sh |
| Jun 1, 2026 | Elliott Patrick James Dymock Director | AWARD | 2,975 sh |
| Jun 1, 2026 | Bellman Jeffrey Lance Director | AWARD | 2,975 sh |
| Jun 1, 2026 | STONEBURNER RICHARD K Director | AWARD | 2,975 sh |
| Jun 1, 2026 | SIEGEL DAVID N Director | AWARD | 2,975 sh |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | -$0.12 | -$0.28–$0.04 | +52.0% | $1.4M |
| Next Q | -$0.14 | -$0.32–$0.03 | +48.2% | $15.0M |
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Sep 30, 2026SecBot reports
6 filings · 1 bullish · 0 bearish · 2 mixed · 3 neutral- NEUTRAL 8-KOct 19, 2026
Tamboran Resources Corp announced the appointment of CEO Todd Abbott as Managing Director and a…
Monitor for operational milestones as Tamboran transitions from de-risking to development phase in the Beetaloo Basin. The next catalyst is likely progress on commercial production and pipeline…
- NEUTRAL SC 13D/ASep 29, 2026
Analysis based on filing metadata only — document content was unavailable. This is an amendment to…
Monitor for the actual filing content to determine whether Sheffield increased or decreased his stake and whether his demands have escalated. The proximity to the recent 10-K and earnings release…
- BULLISH 8-KSep 25, 2026
Tamboran Resources reported Q4 FY26 (June quarter) results, highlighting first gas sales to the…
Tamboran Resources reported Q4 FY26 (June quarter) results, highlighting first gas sales to the Northern Territory market in September 2026 and the completion of the Sturt Plateau Compression…
- NEUTRAL INST-CLUSTERJun 11, 2026
A 5-buyer / 1-seller institutional cluster formed in TBN during Q3 2025, with aggregate buying of…
The cluster lacks conviction — passive doublings of sub-$1M positions suggest index-rebalancing or small tactical reweighting, not informed accumulation. Nuveen's full exit of a meaningful $11.3M…
All TBN filing & press-release reports (6)
- 8-K reportOct 19, 2026
- SC 13D/A reportSep 29, 2026
- 8-K reportSep 25, 2026
- INST-CLUSTER reportJun 11, 2026
- CLUSTER reportApr 8, 2026
- CLUSTER reportApr 8, 2026