Why Texas Pacific Land Corporation Rallied Over 50% in February

Texas Pacific rose along with oil and gas prices as tensions in the Middle East ramped up. The company also delivered solid Q4 earnings, with revenue coming in above expectations.

The Motley Fool • Mar 9, 2026

Insiders Are Buying These 3 Energy Stocks

Many investors keep a close eye on insider transactions, as they can often give a decent read surrounding the longer-term picture.

Zacks Investment Research • Mar 5, 2026

2 S&P 500 Stocks Turn $10,000 Into $36,541 In Two Months

February was a disappointment for most S&P 500 investors. But some stocks delivered in a big way in the month.

Investors Business Daily • Mar 2, 2026

These Were the Best and Worst S&P 500 Stocks in February

Texas Pacific Land and Corning are February's top S&P 500 stocks, while EPAM Systems and CoStar Group bring up the rear.

Barrons • Feb 27, 2026

Why Stock-Split Stock Texas Pacific Land Corporation Beat the Market Today

One analyst boosted his price target on the company to $639 per share. He based this on its potential to tap into a monster tech industry trend.

The Motley Fool • Feb 24, 2026

The Wall of Worry: Why Markets are Primed for a Spring Surge

Don't let the headlines fool you. While geopolitical tensions and "AI fatigue" dominate the news cycle, the underlying data tells a different story.

Zacks Investment Research • Feb 23, 2026

Texas Pacific Land Corporation: Fantastic Business Deserving Of A Premium Pricing

Texas Pacific Land Corporation earns a strong buy rating, driven by resilient royalty revenues and high-margin water services growth. TPL's water services segment, now 21% of revenue, is rapidly expanding and poised to outpace land management as aging wells increase water production. Strategic pivot into AI data centers leverages TPL's land, energy, and water assets, creating closed-loop, high-margin recurring revenue streams.

Seeking Alpha • Feb 22, 2026

Texas Pacific Land: I Bought The Dirt - Now It's Printing

Texas Pacific Land Corp. remains a high-conviction buy, driven by unique land ownership, oil and gas royalties, and surging water business growth. TPL's data center partnership with Eric Schmidt's Bolt could unlock ultra-high-margin incremental revenue, with a potential 1 GW announcement expected this year. Despite trading at nearly 70x earnings, TPL's debt-free, CapEx-light model and secular growth in oil, water, and data centers support premium valuation.

Seeking Alpha • Feb 20, 2026

Texas Pacific Land Pivots Towards Long-Term Data Center Strategy

Texas Pacific Land Pivots Towards Long-Term Data Center Strategy

Seeking Alpha • Feb 20, 2026

Texas Pacific Land Corporation (TPL) Q4 2025 Earnings Call Transcript

Texas Pacific Land Corporation (TPL) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 19, 2026