Texas Pacific Land

TPL

Market cap $29.1B

SNEX, CBOE and TPL made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on April 17th, 2026.

TPL, LNNGY, KTB, RRBI and WLY have been added to the Zacks Rank #1 (Strong Buy) List on April 17, 2026.

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

Since Iran closed the Strait of Hormuz on February 28, 2026, the global oil market has been volatile.

Texas Pacific (TPL) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might help the stock continue moving higher in the near term.

Texas Pacific Land Corporation is undergoing a strategic transformation, pivoting to AI data centers and desalination alongside its core royalty business. TPL's partnership with Bolt Data & Energy positions its land for large-scale, energy-independent AI compute campuses, leveraging unique land, energy, and water assets. Despite high valuation metrics (P/E 54.23, EV/EBITDA 39.55), I upgrade TPL to Buy, citing strong cash generation and secular AI/data center tailwinds.

DALLAS--(BUSINESS WIRE)--TPL Announces the Passing of Murray Stahl.

Texas Pacific Land may have gotten ahead of itself with a massive February rally. The energy royalty company has since given back a chunk of those gains.

Q1 2026 was an exceptional quarter for energy stocks thanks to war in the Middle East, but Q2 2026 is not guaranteed to step in its footsteps. Energy prices can go higher and push the sector higher, but they do not have to if the U.S. can neutralize Iran's ability to project force. While energy stocks are benefiting from the fighting in the short term, it may actually come back to hurt them in the long run.

I am shifting capital allocation toward scarcity-driven assets like energy, metals, infrastructure, and defense, as the abundance trade in software faces structural disruption from AI. My TOLL framework prioritizes companies with hard assets, durable competitive moats, and long-duration cash flows that are less vulnerable to AI-driven commoditization. Key investment themes include nuclear utilities (VST, CEG), copper producers (FCX), gold/silver streamers (FNV, WPM), grid/infrastructure suppliers (ETN, FIX), and defense/aerospace leaders (RTX, TDG).