Texas Pacific Land Pivots Towards Long-Term Data Center Strategy

Texas Pacific Land Corp. remains a high-conviction buy, driven by unique land ownership, oil and gas royalties, and surging water business growth. TPL's data center partnership with Eric Schmidt's Bolt could unlock ultra-high-margin incremental revenue, with a potential 1 GW announcement expected this year. Despite trading at nearly 70x earnings, TPL's debt-free, CapEx-light model and secular growth in oil, water, and data centers support premium valuation.

Texas Pacific Land Corporation (NYSE: TPL - Get Free Report) shares traded up 6.6% on Thursday following a better than expected earnings announcement. The company traded as high as $470.80 and last traded at $469.72. 334,377 shares changed hands during mid-day trading, a decline of 23% from the average session volume of 436,164 shares. The stock

Texas Pacific Land Corporation (TPL) Q4 2025 Earnings Call Transcript

DALLAS--(BUSINESS WIRE)--TEXAS PACIFIC LAND CORPORATION ANNOUNCES FOURTH QUARTER AND FULL YEAR 2025 RESULTS.

DALLAS--(BUSINESS WIRE)--Texas Pacific Land Corporation Invites Shareholders for an Office and Water Field Visit in Midland.

Large-cap gainers were led by Magna, Rivian, and Generac after strong Q4 results and upbeat 2026 guidance, while QXO jumped on its Kodiak deal and Akamai/Vertiv rose on guidance plus analyst upgrades.

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Texas Pacific Land (NYSE: TPL - Get Free Report) and Greenfire Resources (NYSE: GFR - Get Free Report) are both energy companies, but which is the better stock? We will contrast the two businesses based on the strength of their valuation, analyst recommendations, earnings, dividends, profitability, risk and institutional ownership. Profitability This table compares Texas Pacific Land

My concentrated portfolio emphasizes high-conviction holdings: LandBridge, Texas Pacific Land (TPL), QXO Inc., Old Dominion Freight Line (ODFL), and Carlisle Companies (CSL). I prioritize companies with durable business models, high ROIC, pricing power, optionality, strong management, and attractive reinvestment runways over simple valuation metrics. Energy, commercial remodeling, data centers, and AI-driven disruption in fragmented industries are my core secular growth themes.