Texas Pacific Land Corporation (TPL)
Texas Pacific Land: Why I've Decided To Initiate A 'Buy And Monitor' Position
I've decided to replace my existing Permian exploration and production exposure with Texas Pacific Land Corporation. The stock shows evidence of upside capture during bullish oil price cycles. Water services and toll-booth oil and gas royalties limit downside capture in down-cycles. I enjoy the idea of CapEx being spent on growth instead of maintenance, which is a feature distinct from oil and gas producers.
Implied Volatility Surging for Texas Pacific Land Stock Options
Investors need to pay close attention to TPL stock based on the movements in the options market lately.
Texas Pacific Land Corporation: Data Center Is A Game Changer - Rating Upgrade
Texas Pacific Land Corporation delivers record Q1 2026 revenue of $236.8M and net income of $142.9M, up 21% and 18.4% YoY, respectively. TPL's diversified revenue streams—oil and gas royalties, water sales, easements, and produced water royalties—underscore its capital-efficient, debt-free business model. The Bolt partnership positions TPL to capitalize on the AI-driven data center boom in the Permian, leveraging vast land, water, and power resources.
Texas Pacific Land: The Water Thesis Can't Be Ignored Any Longer
Texas Pacific Land Corporation (TPL) remains a Strong Buy despite a 23% price drop since my last rating, driven by its evolving business model. TPL's water handling and real estate empire, especially its monopoly position in water sales to data centers, underpins high-margin, recurring revenue streams. The near-complete 10,000-barrel-per-day desalination facility offers proof of concept for scaling toxic-to-clean water conversion, with significant earnings potential.
Texas Pacific Land Corporation (TPL) Q1 2026 Earnings Call Transcript
Texas Pacific Land Corporation (TPL) Q1 2026 Earnings Call Transcript
Texas Pacific (TPL) Beats Q1 Earnings Estimates
Texas Pacific (TPL) came out with quarterly earnings of $2.07 per share, beating the Zacks Consensus Estimate of $2.03 per share. This compares to earnings of $1.75 per share a year ago.
Texas Pacific Land Set to Report Q1 Earnings: What's in Store?
Texas Pacific Land reports Q1 2026 May 6 after close as record royalties and water volumes face softer oil prices and fewer new wells.
Texas Pacific (TPL) Reports Next Week: Wall Street Expects Earnings Growth
Texas Pacific (TPL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Cortland Associates Inc. MO Acquires 28,354 Shares of Texas Pacific Land Corporation $TPL
Cortland Associates Inc. MO grew its holdings in Texas Pacific Land Corporation (NYSE: TPL) by 191.5% during the undefined quarter, according to the company in its most recent filing with the SEC. The fund owned 43,157 shares of the financial services provider's stock after purchasing an additional 28,354 shares during the period. Texas
Forget Exxon. The Smartest Oil Trade in 2026 Is the Company That Owns the Ground Beneath It
Since Iran closed the Strait of Hormuz on February 28, 2026, the global oil market has been volatile.
Texas Pacific (TPL) Soars 8.5%: Is Further Upside Left in the Stock?
Texas Pacific (TPL) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might help the stock continue moving higher in the near term.
Texas Pacific Land: The $27B Bet That The Permian Becomes An AI Power Grid (Upgrade)
Texas Pacific Land Corporation is undergoing a strategic transformation, pivoting to AI data centers and desalination alongside its core royalty business. TPL's partnership with Bolt Data & Energy positions its land for large-scale, energy-independent AI compute campuses, leveraging unique land, energy, and water assets. Despite high valuation metrics (P/E 54.23, EV/EBITDA 39.55), I upgrade TPL to Buy, citing strong cash generation and secular AI/data center tailwinds.
