TPL trades 58.6% below Wall Street's consensus target of $639.00.
Last 12 months price action with 12-month analyst target path
The base valuation assumes TPL achieves its forward estimates and maintains a stable P/E multiple of 43.9x. This scenario reflects the blended consensus of 5 Wall Street analysts, balancing both positive catalysts and macroeconomic headwinds over the next 12 months.
As of July 7, 2026, Texas Pacific Land Corporation (TPL) has a Wall Street consensus price target of $639.00, based on estimates from 5 covering analysts. With the stock currently trading at $402.80, this represents a potential upside of +58.6%. The company has a market capitalization of $27.78B.
Analyst price targets range from a low of $639.00 to a high of $639.00, representing a 0% spread in expectations. The median target of $639.00 aligns closely with the consensus average. The tight target dispersion indicates high conviction among analysts.
The current analyst consensus rating is Buy, with 3 analysts rating the stock as a Buy or Strong Buy,1 rating it Hold, and 1 rating it Sell or Strong Sell. The positive sentiment balance indicates moderate optimism about the stock prospects.
From a valuation perspective, TPL trades at a trailing P/E of 57.8x and forward P/E of 43.9x. The forward PEG ratio of 1.95 indicates reasonable valuation for growth. Analysts expect EPS to grow +25.6% over the next year.
Our proprietary valuation model, which blends historical multiples with forward estimates, suggests a base-case price target of $211.88, with bear and bull scenarios of $133.48 and $279.17 respectively. Model confidence stands at 37/100, suggesting limited visibility into future performance.
| Company | Market Cap | Price | Target | Upside Potential | Rating | Fwd P/E | Analysts |
|---|---|---|---|---|---|---|---|
VNOMViper Energy, Inc. | $14.5B | $40.48 | $56.56 | +39.7% | Buy | 15.5x | 42 |
DMLPDorchester Minerals, L.P. | $1.2B | $25.37 | — | — | — | — | — |
BSMBlack Stone Minerals, L.P. | $2.9B | $13.54 | $16.00 | +18.2% | Buy | 19.1x | 16 |
NRPNatural Resource Partners L.P. | $1.3B | $97.87 | — | — | Hold | 20.7x | 10 |
FANGDiamondback Energy, Inc. | $48.9B | $173.73 | $214.29 | +23.3% | Buy | 8.6x | 53 |
OXYOccidental Petroleum Corporation | $48.5B | $48.81 | $63.46 | +30.0% | Buy | 8.7x | 52 |
CVXChevron Corporation | $334.8B | $168.10 | $200.75 | +19.4% | Buy | 11.9x | 53 |
WTTRSelect Water Solutions, Inc. | $2.0B | $18.10 | $22.00 | +21.5% | Buy | 34.2x | 15 |
NCSMNCS Multistage Holdings, Inc. | $119M | $45.39 | — | — | — | 17.9x | — |
AROCArchrock, Inc. | $6.4B | $36.53 | $42.33 | +15.9% | Buy | 19.3x | 18 |
Quick answers to the most common questions about buying TPL stock.
The consensus Wall Street price target for TPL is $639, representing 58.6% upside from the current price of $402.8. With 5 analysts covering the stock, this strong upside suggests significant value not yet reflected in today's share price.
TPL has a consensus rating of "Buy" based on 5 Wall Street analysts. The rating breakdown is predominantly bullish, with 3 Buy/Strong Buy ratings. The consensus 12-month price target of $639 implies 58.6% upside from current levels.
At a forward P/E of 43.9326x, TPL trades at a premium valuation. The consensus price target of $639 (58.6% upside) suggests analysts still see growth justifying the multiple.
The most bullish Wall Street analyst has a price target of $639 for TPL, while the most conservative target is $639. The consensus of $639 represents the median expectation. Our quantitative valuation model projects a bull case target of $279 based on optimistic growth and margin assumptions. These targets typically reflect 12-month expectations.
TPL is moderately covered, with 5 analysts providing price targets and ratings. Of these, 0 have Strong Buy ratings, 3 have Buy ratings, 1 recommend Hold, and 1 have Sell or Strong Sell ratings. Higher analyst coverage generally indicates greater institutional interest and more reliable consensus estimates.
The 12-month TPL stock forecast based on 5 Wall Street analysts shows a consensus price target of $639, with estimates ranging from $639 (bear case) to $639 (bull case). The median consensus rating is "Buy". Our proprietary valuation model produces a base case fair value of $212, with bear/bull scenarios of $133/$279.
Our quantitative valuation model calculates TPL's fair value at $212 (base case), with a bear case of $133 and bull case of $279. The model uses discounted cash flow analysis, historical growth rates, and margin mean-reversion to project FY+2 earnings, then applies an appropriate P/E multiple. The model confidence score is 37/100.
TPL trades at a forward P/E ratio of 43.9x based on next-twelve-months earnings estimates compared to a trailing P/E of 57.8x. The lower forward P/E indicates analysts expect earnings growth. A forward P/E is useful for comparing valuations when earnings are expected to change significantly.
Wall Street analysts are very optimistic on TPL, with a "Buy" consensus rating and $639 price target (58.6% upside). 3 of 5 analysts rate it Buy or Strong Buy. This information is for educational purposes only. Always conduct your own research, consider your financial situation, and consult a financial advisor before making investment decisions.
TPL analyst price targets range from $639 to $639, a 0% tight range reflecting strong analyst consensus. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $639 consensus represents the middle ground. Our model's $133-$279 range provides an independent fundamental perspective.
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