TPL

Several events have impacted TPL's stock price over the past six months. TPL reported record quarterly revenue in Q1 2026 but the stock declined due to a narrow miss on revenue forecasts, an 11.1% miss on adjusted EBITDA, a contracted EBITDA margin, valuation concerns, and a broader energy sector selloff. Peter Doyle was appointed to TPL's Board and its acquisitions committee. The company agreed to a major land sale and water supply deal linked to a large-scale data center project. The death of Murray Stahl triggered a sharp selloff in TPL's stock. A 3-for-1 stock split in December 2025 made shares more accessible. TPL partnered with Bolt Data & Energy to develop AI campuses. Significant insider selling has been identified as a risk over the past three months. Over the past year, TPL has underperformed the S&P 500.