TPL Stock Recent News

AI is transforming markets faster than most people realize. Ignoring it could mean missing once-in-a-generation opportunities. I see energy, water, and infrastructure coming together in ways few are paying attention to, potentially creating a powerful growth story. Momentum is building, and the thesis I've been focused on is unfolding now. I believe its long-term potential is hard to overstate.

I believe we're in a "higher for longer" inflation era, shaping my portfolio to capitalize on cyclical growth and beat the market with prudent, long-term investments. Rising inflation signals a shift; I see the new administration using it to boost nominal GDP, easing debt, and fueling economic resilience, which guides my strategy. My thesis focuses on cyclical stocks to thrive in this environment, ensuring strong returns with wide-moat companies.

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.