$TPL

Jim Cramer Calls Texas Pacific Land (TPL) a “Fantastic Stock”

Jim Cramer recommended Texas Pacific Land (TPL) on Mad Money, citing its industry position and low valuation. TPL, a large Texas landowner, reported Q2 revenue of $246.1M (up 31.2% YoY) and adjusted EBITDA of $215.6M. However, it missed revenue estimates and faces risks from commodity cycles and Permian Basin drilling activity.

Original reporting
Published Sep 16, 2026, 5:15 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Sep 16, 2026, 5:24 AM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
Jim Cramer Calls Texas Pacific Land (TPL) a “Fantastic Stock” — source image
Decision brief

The 30-second read

$TPLBullishLow
01

Why it matters

The piece reiterates earnings numbers and adds a bullish endorsement, offering limited actionable insight.

02

Market read

The article is a post‑earnings commentary with no new data; relevance is low for traders.

03

What to watch

Sensitivity to oil‑field drilling activity and macro‑energy cycles could constrain upside.

Relevance 4/10Novelty 2/10Timing: post‑earnings commentary

Background

Jim Cramer’s Mad Money segment featured Texas Pacific Land (TPL) after its recent Q2 results.

Company-level read

Ticker impact

$TPLBullishMedium confidence
Context

Jim Cramer praises Texas Pacific Land after its Q2 earnings, highlighting revenue and EBITDA figures.

Expected impact

Potential modest uptick in intraday trading volume.

Evidence & confidence

The article repeats already‑public earnings data; the only new element is Cramer's endorsement, which is not a material catalyst.

Market effects

Highlights the asset‑light royalty model in the Permian Basin, but no sector‑wide shift.

Limited to Texas energy landowners; no broader regional effect.

Minimal global relevance.

Counterpoint

Cramer’s enthusiasm may be overstated given the stock’s high valuation multiples and revenue miss.

Key entities

  • Jim Cramer

    Host of Mad Money, providing a bullish opinion on TPL.

  • Texas Pacific Land Corporation

    Landowner with royalty revenue from Permian Basin operations.

Related articles

$LBRTLow

Liberty Energy, Green Plains, Murphy Oil, Patterson-UTI, and Texas Pacific Land Shares Are Soaring, What You Need To Know

Shares of Liberty Energy, Green Plains, Murphy Oil, Patterson-UTI, and Texas Pacific Land rose after crude oil prices climbed due to strikes on Saudi energy facilities. Brent crude futures rose $1.00 to over $98.00 a barrel, and WTI crude futures increased over $2.00 to $93.65 a barrel, according to Reuters. Higher oil prices benefit oil and gas producers by expanding profit margins and boosting cash flow.

$TPLHighAI 8/10

U.S. Shale E&P Stocks Q2 Results: Benchmarking Chord Energy (NASDAQ:CHRD)

Texas Pacific Land (NYSE:TPL) reported Q2 revenues of $246.1M, up 31.2% YoY but missing estimates. Matador Resources (NYSE:MTDR) reported $1.19B in revenues, up 32.5% YoY and beating estimates. Diamondback Energy (NASDAQ:FANG) reported $5.56B in revenues, up 51.2% YoY and exceeding expectations. Stocks reacted accordingly, with MTDR up 18% and TPL down 2.4%.

$VNOMMed

U.S. Shale E&P Stocks Q2 Highlights: Viper Energy (NASDAQ:VNOM)

Texas Pacific Land (NYSE:TPL) reported $246.1M in Q2 revenue, up 31.2% YoY but missing estimates. Northern Oil and Gas (NYSE:NOG) saw revenue decline 7.9% YoY to $588.7M, beating expectations. Riley Exploration Permian (NYSE:REPX) reported $165.9M in revenue, up 94.2% YoY, exceeding estimates. Stocks reacted accordingly post-earnings.

$TPLMed

Texas Pacific Land Q2 Earnings Call Highlights

Texas Pacific Land (NYSE:TPL) reported Q2 produced-water royalty volumes of 4.9 million bpd, up 6% sequentially and 15% year over year, and water sales of 663,000 bpd, down 19% QoQ and up 38% YoY, citing gas-price effects. SLEM revenue rose to $24 million (+37% QoQ). TPL began commissioning its Orla Phase 2B desalination facility and reaffirmed full-year capex guidance of $65-$75 million.

$TPLHighAI 9/10

Texas Pacific Land Corp (TPL): Results of Operations and Financial Condition

Texas Pacific Land Corp (TPL) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 TEXAS PACIFIC LAND CORPORATION ANNOUNCES SECOND QUARTER RESULTS – Achieved Record Consolidated Net Income and Free Cash Flow (1) – Earnings Call to be Held Thursday, August 6, 2026 at 9:30 am CT DALLAS, TX (August 5, 2026) – Texas Pacific Land Corporation (NYSE: TPL)