Texas Pacific Land misses Q1 estimates as U.S. shale E&P stocks face post-earnings selloff

Yahoo Finance··Read original
2▲1 ▼3Impact / 5
Summary · why it matters

Texas Pacific Land reported first-quarter revenues of $236.8 million, up 20.8% year on year but falling short of analysts' expectations by 0.8%, with a significant miss on EBITDA estimates. The company, one of America's largest private landowners with roughly 868,000 acres in the Permian Basin, saw its stock drop 11.9% since reporting. Among the 11 U.S. shale E&P stocks tracked, the group beat revenue consensus by 2.7% on average, yet share prices are down 12.7% on average since their latest earnings. Chord Energy posted the strongest results, with revenues of $1.67 billion beating estimates by 33.1%, though its stock still fell 19.6%. Other notable performers included Matador Resources, which missed revenue expectations by 23%, and HighPeak Energy, which beat revenue estimates by 1.3% and saw its stock rise 10%.

Impact on assets 5

Energy± Mixed · 5 stocks
Texas Pacific Land Corporation
TPL
▼ NegativeCapitalrelevance

Texas Pacific Land missed Q1 revenue estimates by 0.8% and EBITDA estimates significantly, stock down 11.9%.

Chord Energy Corp
CHRD
▼ NegativeCapitalrelevance

Chord Energy beat revenue estimates by 33.1% but its stock fell 19.6% amid sector-wide post-earnings selloff.

HighPeak Energy, Inc
HPK
▲ PositiveCapitalrelevance

HighPeak Energy beat revenue estimates by 1.3% and its stock rose 10%.

© 2026 MarketIVNews