TPL Is Down 15.1% in 3 Months: Is the Sell-Off an Opportunity?

Texas Pacific Land's record royalty production, surging oil revenues and expanding water business offer growth potential, but commodity risks and a premium valuation cloud its outlook.

Zacks Investment Research • Oct 28, 2026

Should Investors Buy TPL as Growth Meets a Premium Valuation?

Texas Pacific Land's record royalty output, expanding water operations and robust earnings growth fuel optimism, but rising costs and commodity risks warrant caution.

Zacks Investment Research • Oct 28, 2026

Could Project Kilby Unlock a Data Center Growth Path for TPL?

TPL's $42.5 million land sale, long-term payments and exclusive water rights offer fresh revenue potential as the company explores opportunities beyond oilfields.

Zacks Investment Research • Oct 28, 2026

Earn 12-15% Potential Income: Monthly Options Series (Nov. 2026)

Selling options can generate 12-15% annual income but requires discipline, risk management, and due diligence. We will discuss how to formulate a sustainable and repeatable income strategy for options. The PUT list emphasizes high-momentum stocks, while the BUY-WRITE CALL list prioritizes high dividend safety and quality scores for risk mitigation.

Seeking Alpha • Oct 26, 2026

Texas Pacific Land: Several Bullish Narratives, One Ticker (Rating Upgrade)

Texas Pacific Land (TPL) is upgraded from Hold to Buy, reflecting a compelling intersection of oil, AI infrastructure, and hard asset narratives. TPL posted record Q2 2026 results: $246.1M revenue, $153.9M net income, 88% EBITDA margin, and nearly 50% higher net income per quarter versus 2023. Despite a 35% pullback from its 52-week high, TPL's per-acre valuation is now attractive relative to LandBridge, even after adjusting for royalty assumptions.

Seeking Alpha • Oct 20, 2026

31% Of My Portfolio Is Betting On America's Biggest Bottlenecks

LandBridge and Texas Pacific Land comprise 31% of my portfolio, capturing the AI buildout and U.S. oil/water megatrends. Both LB and TPL own vast West Texas acreage, positioning them to benefit from data center expansion and critical water infrastructure bottlenecks. TPL and LB are progressing on multi-gigawatt data center deals, with behind-the-meter solutions and growing water royalties driving future upside.

Seeking Alpha • Oct 13, 2026

Texas Pacific Land Corporation Sets Dates for Third Quarter 2026 Earnings Release and Conference Call

DALLAS--(BUSINESS WIRE)--Texas Pacific Land Corporation Sets Dates for Third Quarter 2026 Earnings Release and Conference Call.

Business Wire • Oct 8, 2026

9 Stocks Turn $100,000 to $18.8 Million In 9 Months

September turned out to be a mediocre month for S&P 500 investors. But some stocks wound up having a great month.

Investors Business Daily • Sep 30, 2026

5 Stocks I Want If Oil Hits $100

Energy remains my top sector for 2026, with structural underweighting in the S&P 500 and compelling long-term rotation potential. Oil market dynamics are complex: inventory drawdowns, geopolitical risks, and inflation sensitivity create both upside and macroeconomic hazards. My preferred energy picks—TPL, VNOM, CNQ, CVX, and WBI—offer high margins, inflation protection, and resilience across oil price scenarios.

Seeking Alpha • Sep 6, 2026

40% Of My Portfolio Is In Just 3 Stocks

My portfolio is highly concentrated, with 40% in Old Dominion Freight Line, Texas Pacific Land, and LandBridge, reflecting high-conviction investing. ODFL offers unique LTL logistics, a pristine balance sheet, and real estate advantages, while TPL and LB provide exposure to Permian water, surface rights, and emerging AI data center trends. Both TPL and LB are shifting from traditional energy royalties to secular growth in water management and potential multi-decade data center cash flows, though execution risk remains.

Seeking Alpha • Sep 4, 2026