Herbalife Stock Surges 18% After Earnings Beat. Here’s What Changed
Herbalife (HLF) stock surged 18.32% after reporting fourth-quarter results that surpassed expectations, with adjusted EPS of $0.45 and net sales up 6.3% to $1.3 billion. The positive investor sentiment was further fueled by Cristiano Ronaldo's $7.5 million strategic investment and 10% equity stake in Herbalife’s Pro2col™ technology, aligning with the company's expansion into personalized nutrition. Despite analyst price targets averaging $14.25 below the current share price and a leveraged balance sheet, investors are focusing on near-term earnings stability and strong operating profitability, with analysts forecasting a 19.5% forward EPS CAGR.
Texas Pacific Land Corporation (NYSE:TPL) Q4 2025 Earnings Call Transcript
Texas Pacific Land Corporation (TPL) reported record Q4 and full-year 2025 results across oil and gas royalty, water sales, and produced water royalties, along with record consolidated revenue, net income, and free cash flow. The company is actively pursuing next-generation opportunities, including a strategic investment in Bolt Data & Energy to develop data centers and power generation in West Texas, and is nearing completion of a freeze desalination research and development facility in Orla, Texas. TPL remains focused on maximizing long-term intrinsic value per share, leveraging its strong financial position and growth pipeline in both legacy and emerging businesses.
Kosmos Energy (KOS) Leads Oil and Gas Stock Surge in 2026
Kosmos Energy (KOS) has shown a remarkable 95.06% year-to-date increase, leading the oil and gas sector's surge in 2026, with other companies like Texas Pacific Land and W&T Offshore also seeing significant gains. Despite this impressive stock performance, Kosmos Energy faces financial challenges including a negative operating margin, high debt-to-equity ratio, and a distressed Altman Z-Score, coupled with recent insider selling. Investors are advised to consider these financial health risks and market volatility, even as institutional ownership remains strong.
Avantor Stock Fell 50% Last Year and Sits Near a 52-Week Low. Could it Recover in 2026?
Avantor (AVTR) stock plummeted 50% last year, resting near its 52-week low after reporting Q4 2025 results with an in-line EPS, a slight revenue beat, but disappointing 2026 guidance forecasting another year of organic revenue decline and lower adjusted EPS. The company faces persistent volume pressure, difficult year-over-year comparisons, and margin contraction, with a recovery heavily dependent on its "Revival" program stabilizing organic growth by year-end 2026 amid varied market conditions. While analysts' mean price target shows a potential upside, significant execution risk remains, suggesting AVTR is a "wait-and-see" stock until organic revenue improves.
Incyte Stock Fell 7% Last Week. Here’s What the Rest of 2026 Could Look Like
Incyte (INCY) shares dropped 7% last week, following a Q4 2025 earnings report that saw revenue beat estimates but adjusted EPS and 2026 product revenue guidance fall short. This guidance shortfall, particularly for Opzelura, raises concerns about the company's ability to offset Jakafi's upcoming patent expiration in 2028 with new pipeline assets. Despite a strong pipeline and positive analyst sentiment for long-term growth, the market is now pricing in execution risk for Incyte’s transition away from Jakafi, with its current valuation appearing fair to slightly stretched.
Texas Pacific Land Corp (TPL) Stock Price Up 3.2% on Feb 20
Shares of Texas Pacific Land Corp (TPL) rose 3.20% in mid-day trading on February 20, reaching an intraday high of $509.72 before closing at $502.11. Despite this gain, the stock is trading 1.49% below its 52-week high, while analysts forecast an average target price of $316.78, implying a 36.91% downside from the current price. GuruFocus' estimated GF Value also suggests a 28.26% downside, with an average recommendation of "Hold" from brokerage firms.
Horizon Kinetics buys Texas Pacific Land (TPL) share worth $469
Horizon Kinetics Asset Management LLC, a ten percent owner of Texas Pacific Land Corp (NYSE:TPL), purchased 1 share of common stock for $469.18 on February 19, 2026. Following this transaction, the firm directly holds 3,479,376 shares. Despite the purchase, InvestingPro analysis suggests TPL may be overvalued, and the company recently missed analysts' earnings and revenue expectations for Q4 2025.
Texas Pacific Land Corp. Adjusts Evaluation Amid Mixed Market Signals and Strong Management Efficiency
Texas Pacific Land Corp. recently underwent an evaluation adjustment, reflecting changing market perceptions. While technical indicators show a mixed landscape with both bullish and mildly bearish signals, the company demonstrates strong management efficiency and robust financial results. Long-term metrics highlight a high return on equity of 41.12% and favorable debt-to-equity ratio, supported by solid operating cash flow and dividends as of June 2025.
Horizon Kinetics buys Texas Pacific Land (TPL) share worth $469
Horizon Kinetics Asset Management LLC, a ten percent owner of Texas Pacific Land Corp (NYSE:TPL), recently bought 1 share of common stock for $469.18, bringing their total direct ownership to 3,479,376 shares. The stock has since risen to $500.90, though InvestingPro analysis suggests TPL may be overvalued. This comes after TPL reported Q4 2025 earnings and revenue that missed analyst expectations.
Texas Pacific Land Stock Rallies 10% on Record Royalties: Here’s Where the Stock Could Go in 2026
Texas Pacific Land (TPL) stock surged 10.40% to $486.56 after reporting record-breaking financial results, driven by strong oil and gas royalty production and new ventures into AI data centers and water resources. Despite its unique business model and strong financials, TIKR's valuation model suggests the stock is currently overvalued with a projected 4.6% downside from its target price of $463.98, advising caution for investors. The company's expansion into technology infrastructure and its "fortress balance sheet" were highlighted by CEO Ty Glover, but the model indicates these growth prospects are already priced in.
Texas Pacific Land Highlights Record Results, Strategic Expansion
Texas Pacific Land Corporation (TPL) reported record financial results for Q4 and full-year 2025, driven by strong oil and gas royalty production and water services. The company outlined aggressive capital deployment, including a significant acquisition, strategic investment in data infrastructure, and increased shareholder returns. An AI analyst from TipRanks rated TPL as "Outperform" due to its financial strength and strategic expansion.
Texas Pacific Land (TPL) jumps 10.4% as investors digest record 2025 results and expanding “next-gen” growth initiatives
Texas Pacific Land Corporation (TPL) saw a 10.4% stock price increase following its fourth-quarter and full-year 2025 update, which showcased record operating metrics and robust cash generation despite fluctuating commodity prices. Investors reacted positively to the company's strong performance, highlighted by significant oil and gas royalty production and water-related activities. Additionally, the company's strategic investments in "next-gen" initiatives, including data center development, alongside its continued Permian Basin royalty and water exposure, appear to be driving investor enthusiasm.
Texas Pacific Land Surpasses Earnings Expectations Amidst Robust Growth
Texas Pacific Land (TPL) exceeded Q4 2025 earnings estimates with an EPS of $1.79, despite revenue slightly missing predictions at $211.6M, marking a record-breaking year. The company demonstrated strong financial performance through strategic diversification into data centers and water services and increased its quarterly dividend by 12.5% to $0.60 per share, signaling confidence in future growth and shareholder returns. TPL's proactive management and innovative initiatives, such as desalination ventures and acquiring additional royalty acreage, position it for sustained long-term growth even amidst economic shifts.
Texas Pacific Land (TPL) Earnings Call Transcript
Texas Pacific Land Corporation (TPL) reported record-breaking financial results for Q4 2025 and the full fiscal year, including significant growth in oil and gas royalty production, water sales, and free cash flow. The company also highlighted strategic advancements in next-generation initiatives, such as an investment in BOLT Data and Energy for AI infrastructure and progress in freeze desalination technology. TPL remains debt-free with a strong balance sheet, positioning it for continued investment and growth in both traditional and innovative ventures.
Texas Pacific Land (NYSE:TPL) Stock Price Up 6.6% Following Earnings Beat
Texas Pacific Land Corporation (NYSE:TPL) saw its stock price increase by 6.6% after reporting stronger-than-expected quarterly earnings. The company beat consensus estimates with an EPS of $1.79 and revenue of $211.60 million, alongside a significant dividend increase to $0.60 per share. Key factors contributing to this positive sentiment include record results, strategic expansion in the Permian Basin, high net margins, and recent analyst rating upgrades.
Horizon Kinetics buys Texas Pacific Land (TPL) share for $435
Horizon Kinetics Asset Management LLC, a ten percent owner of Texas Pacific Land Corp (NYSE:TPL), recently purchased 1 share of common stock for $435.13 on February 18, 2026. This transaction increased Horizon Kinetics' direct ownership to 3,479,375 shares. The article also notes that Texas Pacific Land Corporation reported Q4 2025 earnings and revenue that fell short of analyst expectations.
Reddit Is Betting $80K on DHT as Tanker Rates Hit Record Highs
DHT Holdings (DHT) is experiencing significant stock growth due to high tanker rates and strong Reddit interest, with one user betting $80,000 on monthly call options. The company, which distributes 100% of its net income as quarterly dividends, saw record Q4 revenue and high VLCC spot rates. The sustainability of its attractive dividend yield, however, hinges on maintaining day rates above its breakeven point.
Texas Pacific Land Corporation Reports Record 2025 Financial Results, Increases Quarterly Dividend
Texas Pacific Land Corporation (TPL) reported record annual revenue, net income, and free cash flow for 2025, driven by strong production volumes and strategic acquisitions in the Midland Basin. The company increased its quarterly dividend by 12.5% and expanded into the data infrastructure sector with an investment in Bolt Data & Energy. Despite headwinds from lower commodity prices, TPL's diversified revenue streams and strong balance sheet position it for continued growth and shareholder returns.
Earnings call transcript: Texas Pacific misses Q4 2025 estimates, stock reacts
Texas Pacific Land Corporation reported Q4 2025 earnings with EPS of $1.79 and revenue of $212 million, falling short of analyst expectations of $1.83 and $214 million respectively. Following the announcement, TPL's stock dropped 1.32% in premarket trading. Despite the miss, the company highlighted strategic investments in AI infrastructure and desalination technology, and increased its dividend by 12.5% to $0.60 per share.
Texas Pacific Land Corp. stock outperforms competitors on strong trading day
Texas Pacific Land Corp. (TPL) saw its shares surge by 10.40% to $486.56 on Thursday, outperforming the broader market which experienced a dismal trading session. This marks the stock's second consecutive day of gains, contrasting with declines in the S&P 500 Index and Dow Jones Industrial Average. The company's strong performance occurred despite overall market downturns.
Live: Newmont Corporation Reports After the Bell
Newmont Corporation reported strong Q4 fiscal year 2025 earnings, beating Wall Street expectations with $6.82 billion in revenue and $2.52 EPS. Despite the positive results, shares initially saw muted gains due to mixed 2026 guidance forecasting a production decline and increased all-in sustaining costs. The company remains committed to $1.1 billion in annual dividends and has $2.4 billion in buyback authorization remaining.
Is It Too Late To Consider Texas Pacific Land (TPL) After Its Sharp Recent Rally
Texas Pacific Land (TPL) has seen a sharp rally recently, with significant returns over short periods but a decline over the past year. Simply Wall St's analysis suggests the stock is overvalued, with a Discounted Cash Flow (DCF) model indicating it is 38.8% overvalued and its P/E ratio of 63.77x being significantly higher than industry averages and its proprietary "Fair Ratio." The article presents both bull and bear case narratives for valuation, highlighting different assumptions about revenue growth, margins, and market risks, leading to vastly different fair value estimates.
Texas Pacific Land Corporation (NYSE:TPL) Announces Quarterly Dividend of $0.60
Texas Pacific Land Corporation (NYSE:TPL) has announced a quarterly dividend of $0.60 per share, marking a 12.5% increase from its previous dividend. This dividend is payable on March 16th to shareholders of record on March 2nd. The company recently surpassed analyst expectations with earnings per share of $1.79 and revenue of $211.6 million, and currently holds a "Hold" consensus rating from analysts with a target price of $350.
Texas Pacific Land (TPL) Earnings Call Transcript
Texas Pacific Land (TPL) reported record Q4 2025 results in oil and gas royalty production, water sales, and produced water royalties, attributing growth to strategic initiatives and acquisitions. The company also highlighted significant progress in next-generation opportunities like data centers and freeze desalination, including a strategic investment in BOLT Data and Energy. TPL maintains a strong financial position with zero debt and increased its regular dividend, outlining plans for continued capital deployment in water infrastructure and technology diversification.
Texas Pacific Land (NYSE:TPL) Announces Quarterly Earnings Results, Beats Expectations By $0.06 EPS
Texas Pacific Land (NYSE:TPL) reported strong quarterly earnings, beating analyst expectations with an EPS of $1.79 against a $1.73 consensus and revenues of $211.6 million against $204.0 million. The stock saw a significant jump of $12.91 to $439.33 on increased trading volume, reflecting positive investor sentiment. Despite a "Hold" consensus rating from analysts and an average target price of $350.00, institutional investors maintain a substantial ownership of 59.94% in the company.
Texas Pacific: Q4 Earnings Snapshot
Texas Pacific Land Corporation (TPL) reported a net income of $123.3 million, or $1.79 per share, for its fourth quarter, with revenue reaching $211.6 million. For the full year, the company posted a profit of $481.4 million, or $6.97 per share, on revenue of $798.2 million. The financial data was generated by Automated Insights using information from Zacks Investment Research.
Earnings Flash (TPL) Texas Pacific Land Corporation Reports Q4 Revenue $211.6M, vs. FactSet Est of $207.5M
Texas Pacific Land Corporation (TPL) reported Q4 revenue of $211.6 million, surpassing FactSet's estimate of $207.5 million. The company, which specializes in owning and operating land and water resources in Texas, also reported Q4 EPS of $1.79, matching FactSet's estimate. As of late 2024, Texas Pacific Land Corporation managed approximately 3,533 km2 of land in Texas, with revenue primarily derived from land operations and water resources exploitation.
TPL: Record 2025 results with strong royalty and water growth, dividend hike, and major acquisitions
Texas Pacific Land Corporation (TPL) achieved record revenues, net income, and free cash flow in 2025, driven by strong growth in oil and gas royalty production and water services. The year was marked by major acquisitions, a dividend increase, and a stock split, with ample liquidity available for future investments. This information is based on their SEC 8-K report from February 19, 2026.
Texas Pacific Land opens Midland water sites to visiting shareholders
Texas Pacific Land Corporation (NYSE: TPL) is inviting shareholders to an office and water field visit in Midland, Texas, on Monday, May 18th, 2026. The event requires an RSVP and a liability waiver for the field tour. The company, a major landowner in Texas, generates revenue from its land ownership, including fixed fee payments, material sales, water services, oil and gas royalty interests, and various easements.
Press Release: Texas Pacific Land Corporation Announces Fourth Quarter and Full Year 2025 Results
Texas Pacific Land Corporation announced its fourth quarter and full year 2025 results. Separately, Unity Software reported a 35% year-over-year increase in fourth-quarter revenue, reaching $609 million, though it posted a quarterly loss of 66 cents per share. The article mentions these announcements without providing further details on Texas Pacific Land Corporation's specific financial performance.
Horizon Kinetics buys Texas Pacific Land (TPL) share for $425
Horizon Kinetics Asset Management LLC, a significant owner of Texas Pacific Land Corp (NYSE:TPL), purchased 1 share for $425.55 on February 17, 2026. Following this transaction, Horizon Kinetics directly owns over 3.4 million shares. Texas Pacific Land Corp recently announced a strategic partnership with Bolt Data & Energy and a three-for-one stock split, with analysts reiterating positive ratings and price targets.
Texas Pacific Land Corp. stock outperforms competitors on strong trading day
Texas Pacific Land Corp. (TPL) stock rallied 3.35% to $440.71, outperforming the S&P 500 Index and the Dow Jones Industrial Average on a strong trading day. The company's shares closed 9.62% below its 52-week high of $487.59. This positive performance occurred amidst a generally strong market session for both the S&P 500 and the Dow.
Horizon Kinetics buys Texas Pacific Land (TPL) share for $425
Horizon Kinetics Asset Management LLC, a significant owner of Texas Pacific Land Corp (TPL), recently purchased 1 share of TPL common stock for $425.55. Following this transaction, Horizon Kinetics directly holds over 3.4 million shares. The stock is currently trading slightly above the purchase price, and InvestingPro data suggests it may be in overbought territory.
Texas Pacific Land faces earnings test amid energy pivot to AI
Texas Pacific Land (TPL) is set to release its Q4 and full-year 2025 financial results, with investors closely watching its pivot into data center infrastructure to offset challenges in its core oil and gas royalty business. Analysts expect mixed results, with revenue growth but a significant quarter-over-quarter earnings decline due to depressed Permian Basin oil prices. The company's future success hinges on its ability to secure data center contracts and manage the impact of low natural gas prices on its water royalty income, especially given its high valuation driven by enthusiasm for its strategic shift.
Texas Pacific: Q4 Earnings Snapshot
Texas Pacific Land Corporation (TPL) reported a net income of $123.3 million, or $1.79 per share, for its fourth quarter. The Dallas-based company achieved revenues of $211.6 million in the same period. For the full year, TPL posted a profit of $481.4 million ($6.97 per share) and revenues of $798.2 million.
Texas Pacific Land Charts New Course with Digital Infrastructure Push
Texas Pacific Land Corporation (TPL) is pivoting its strategy towards digital infrastructure, aiming to leverage its Permian Basin land holdings for AI data centers. The company is set to release its Q4 and full-year 2025 financial results, which will detail this strategic shift and its partnership with Bolt Data & Energy. A major shareholder, Horizon Kinetics, has expressed confidence by purchasing additional shares, while the company's traditional Water Services and Operations segment remains a key indicator of its core revenue stability.
Texas Pacific Land Data Center Pivot Meets Lofty Valuation And Insider Buying
Texas Pacific Land (NYSE:TPL) has entered a US$50 million partnership with Bolt Data & Energy to develop data centers on its West Texas land, diversifying its business beyond oil and gas royalties. This initiative, alongside continued share accumulation by major holder Horizon Kinetics, signals strong insider confidence despite the company's lofty valuation. Investors are advised to monitor the execution of these projects and cash flow quality, given the high P/E ratio and non-cash earnings.
Texas Pacific Land (TPL) Set to Announce Q4 Earnings
Texas Pacific Land (TPL) is scheduled to release its Q4 earnings on February 18th, with analysts expecting an EPS of $1.79 and revenue of $204 million, a 9.8% year-over-year increase. Despite strong financial health with high profitability and a robust balance sheet, valuation metrics indicate the stock is significantly overvalued. The company operates in land and resource management and water services, showing strong institutional interest but also sector-specific risks related to oil and gas price fluctuations.
Texas Pacific Land Earns Composite Rating Upgrade
Texas Pacific Land (TPL) recently received an upgrade to its IBD SmartSelect Composite Rating, increasing from 92 to 96. This elevated rating indicates that TPL's stock is outperforming 96% of all other stocks based on key stock-picking criteria. The article also mentions previous upgrades to TPL's Relative Strength Rating and highlights several related news items concerning the company's performance and analyst warnings about other stocks.
Horizon Kinetics buys Texas Pacific Land (TPL) share for $426
Horizon Kinetics Asset Management LLC, a significant owner of Texas Pacific Land Corp (TPL), purchased 1 share for $426.38 on February 13, 2026. This transaction increased their direct ownership in the company to 3,479,373 shares. The article also highlights TPL's recent strategic partnership with Bolt Data & Energy, a three-for-one stock split, and varied analyst ratings.
Texas Pacific Land Corp (TPL) Stock Price Down 3.09% on Feb 17
Texas Pacific Land Corp (TPL) shares fell 3.09% to $418.97 on February 17, placing it 14.07% below its 52-week high. Wall Street analysts have an average target price of $316.78, suggesting a potential downside of 24.39% from the current price. GuruFocus' estimated GF Value for TPL is $360.23, also indicating a downside from its current trading price.
The Landlord of the Permian: A Deep Dive into Texas Pacific Land Corporation (NYSE: TPL)
Texas Pacific Land Corporation (TPL) is evolving from a traditional oil and gas landlord into a key player in digital infrastructure, leveraging its vast Permian Basin landholdings. The company, which recently saw a 5.08% stock gain, operates with an exceptionally efficient business model including oil and gas royalties, water services, surface leases, and now, leasing land for AI-focused data centers. TPL boasts unmatched financial performance with high EBITDA margins, zero long-term debt, and robust free cash flow, positioning it strategically at the intersection of energy and technology.
The Landlord of the Permian: A Deep Dive into Texas Pacific Land Corporation (NYSE: TPL)
Texas Pacific Land Corporation (NYSE: TPL) is evolving from a traditional oil and gas landlord in the Permian Basin to a key player in digital infrastructure, capitalizing on its vast land holdings. The company boasts an incredibly efficient, asset-light business model with high EBITDA margins and zero long-term debt, driving significant returns for long-term investors. TPL is now leveraging its surface acreage for AI data centers and enhancing its water services, while facing risks related to commodity prices and regulatory changes.
(TPL) Movement Within Algorithmic Entry Frameworks
Texas Pacific Land Corporation (NYSE: TPL) is showing strong near and mid-term sentiment, despite a weak long-term outlook, driven by a mid-channel oscillation pattern. Algorithmic analysis reveals an exceptional 175.0:1 risk-reward setup, targeting a 50.8% gain against a 0.3% risk. Three distinct trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—have been generated to cater to varying risk profiles.
Texas Pacific Land (TPL) Is Up 18.1% After Pivoting Into AI-Linked West Texas Data Centers
Texas Pacific Land (TPL) has announced a significant pivot into AI-linked digital infrastructure by investing US$50 million and granting water rights for data center campuses in West Texas, partnering with Bolt Data & Energy. This strategic shift moves the company beyond its traditional oil and gas royalties, with major holder Horizon Kinetics continuing to accumulate shares, indicating strong confidence in the new direction. While this move has driven a 44% year-to-date share price increase despite recent earnings misses, the long-term success hinges on efficient execution and the conversion of this agreement into sustained revenues, with analysts currently projecting a material downside to its current price based on future earnings forecasts.
Texas Pacific Land (TPL) Is Up 18.1% After Pivoting Into AI-Linked West Texas Data Centers
Texas Pacific Land (TPL) has seen an 18.1% stock increase after announcing a significant pivot into AI-linked West Texas data centers, investing $50 million and granting water rights to build campuses. This move, in partnership with Bolt Data & Energy, diversifies TPL's business beyond oil and gas royalties. While major holder Horizon Kinetics shows confidence, investors will closely watch the execution and revenue generation from this new AI infrastructure push.
Horizon Kinetics buys Texas Pacific Land (TPL) share worth $413
Horizon Kinetics Asset Management LLC, a significant owner of Texas Pacific Land Corp (TPL), purchased 1 share of TPL common stock for $413.24, increasing its direct ownership to 3,479,372 shares. This transaction follows other recent developments for TPL, including a strategic partnership with Bolt Data & Energy to develop data centers in West Texas and a planned three-for-one stock split scheduled for December 22, 2025. Texas Capital Securities and KeyBanc have also reiterated positive ratings and price targets for TPL, citing its land holdings and various revenue streams.
Horizon Kinetics buys Texas Pacific Land (TPL) share worth $413
Horizon Kinetics Asset Management LLC, a significant owner of Texas Pacific Land Corp (NYSE:TPL), has purchased 1 share of common stock for $413. This transaction increases their direct ownership to 3,479,372 shares. The article also highlights recent strategic developments for Texas Pacific Land, including a partnership with Bolt Data & Energy and a three-for-one stock split, alongside positive analyst ratings from Texas Capital Securities and KeyBanc.
Texas Pacific Land Corp (TPL) Shares Up 5.18% on Feb 13
Shares of Texas Pacific Land Corp (TPL) increased by 5.18% on February 13, trading at $432.73. Wall Street analysts have an average target price of $316.78 for TPL, implying a potential downside of 26.79% from its current price, with a consensus "Outperform" recommendation. GuruFocus estimates TPL’s fair value (GF Value) at $360.23, also suggesting a downside from its current trading price.
Texas Pacific Land sees RS rating climb to 71
The article states that Texas Pacific Land's RS rating has increased to 71. This indicates an improvement in its stock performance relative to other companies.
