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

Tethys Petroleum Press Release (TPL): Interim Results and Corporate Update

Grand Cayman, Cayman Islands--(Newsfile Corp. - August 24, 2026) - Tethys Petroleum Limited (TSXV: TPL) ("Tethys" or the "Company") today announced that it has filed its interim results for the three months ended June 30, 2026 with the Canadian securities regulatory authorities comprising its Unaudited Financial Statements together with Management's Discussion and Analysis and other required forms. Copies of the filed documents may be obtained via SEDAR+ at www.sedarplus.ca or on Tethys' website at www.tethys-group.com.

Newsfile Corp • Aug 24, 2026

Buy Texas Pacific Land - They're Not Making It Any More

Texas Pacific Land Corporation delivered record Q2 2026 revenue, net income, and free cash flow, driven by robust oil, gas, and water royalties. A recent Texas moratorium on new data center grid connections threatens up to 20% of the U.S. pipeline, impacting land and infrastructure demand. The Company's strategic positioning in the Midland region and its water royalty and desalination operations provide diversified exposure to energy and data center trends.

Seeking Alpha • Aug 20, 2026

Virtus Silvant Mid-Cap Growth Fund Q2 2026 Portfolio Update

The Virtus Silvant Mid-Cap Growth Fund gained +22.77% for the quarter, compared to the Russell Midcap Growth Index's return of +14.55%. Sterling Infrastructure and Monolithic Power Systems were among the top stock contributors. Circle Internet Group and Texas Pacific Land were among the largest stock detractors.

Seeking Alpha • Aug 13, 2026

Texas Pacific Land: Priced For Perfection

Texas Pacific Land Corporation delivered a record quarter, but results were driven by a transitory oil price spike rather than sustainable volume growth. TPL maintains industry-leading margins, free cash flow, and return metrics, but its valuation is elevated with a GAAP P/E of 44.7 and EV/EBITDA of 32.28. The company is fully unhedged, highly sensitive to oil price swings, and concentrated in the Permian Basin, amplifying both upside and downside risks.

Seeking Alpha • Aug 11, 2026