TPL Stock Recent News

I see a paradigm shift: policymakers now prioritize growth over inflation control, targeting 4% inflation and high-single digit GDP growth, reshaping markets. My thesis, born post-pandemic, notes vanishing low-inflation tailwinds. Sticky prices and core services inflation signal a new, tougher inflation regime. I'm betting on cyclical growth, positioning my portfolio for a potential upswing. Green shoots in manufacturing suggest a recovery, promising potentially big gains.

On the second-to-last trading day of the week, investors cheered the latest move made by Texas Pacific Land Corporation (TPL 3.42%). The storied company's stock is going to anchor a new regional equities exchange, and market players cheered the expansion.

DALLAS--(BUSINESS WIRE)--Texas Pacific Land Corporation Announces Dual Listing on NYSE Texas.

Texas Pacific Land just delivered a stellar quarter, with revenue and water royalties rising despite lower oil prices and drilling activity. TPL's unique landowner model, zero debt, and sky-high margins make it resilient, efficient, and positioned for long-term growth in the Permian Basin. Water management is a massive growth opportunity, with TPL benefiting from disposal, reuse, and new technologies as water demand surges.

Shares of the largest landowner in the Permian Basin, Texas Pacific Land Corp. (TPL -7.64%), are down 8% as of 1 p.m. ET on Thursday, according to data provided by S&P Global Market Intelligence.

Texas Pacific Land Corporation (NYSE:TPL ) Q2 2025 Earnings Conference Call August 7, 2025 10:30 AM ET Company Participants Chris Steddum - Chief Financial Officer Robert A. Crain - Executive Vice President of Texas Pacific Water Resources LLC Shawn Amini - Vice President of Finance & Investor Relations Tyler Glover - President, CEO & Trustee Conference Call Participants Derrick Lee Whitfield - Texas Capital Securities, Research Division Operator Ladies and gentlemen, greetings, and welcome to Texas Pacific Land Corporation Second Quarter 2025 Earnings Conference Call.

DALLAS--(BUSINESS WIRE)--TEXAS PACIFIC LAND CORPORATION ANNOUNCES RECORD SECOND QUARTER RESULTS AND ANNUAL STOCKHOLDER MEETING DATE.

Texas Pacific Land's asset-light royalty model, high margins, and debt-free balance sheet justify a premium valuation despite recent volatility. Recent free cash flow drop and policy shifts triggered a sharp correction, but acquisitions have expanded TPL's royalty footprint and diversified revenue. Current price normalization after a 2024 bubble presents a compelling long-term buying opportunity, with a fair value estimated near $836/share.

My two largest investments just sold off hard, but I'm doubling down, as three major trends are lining up to make this one of my highest-conviction calls ever. Exploding data demand, soaring water value, and dirt-cheap energy are converging in one place. I believe the setup here is simply unmatched. These two companies sit on prime land, earn sky-high margins, and benefit no matter who's doing the drilling, or building. I'm betting big—and sleeping well.

DALLAS--(BUSINESS WIRE)--Texas Pacific Land Corporation Sets Dates for Second Quarter 2025 Earnings Release and Conference Call.