DALLAS, TX (February 18, 2026) – Texas Pacific Land Corporation (NYSE: TPL) (the "Company," "TPL," "we," "our" or "us"), one of the largest landowners in the State of Texas with surface and royalty ownership that provides revenue opportunities through the support of energy production, today announced its financial and operating results for the fourth quarter and full year of 2025. Exhibit 99.1 TEXAS PACIFIC LAND CORPORATION ANNOUNCES FOURTH QUARTER AND FULL YEAR 2025 RESULTS – Achieved Record Fiscal Year Co ...

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Impressive Profitability: TPL showcases superior net margins of 61.68%, return on equity of 38.15%, and return on assets of 34.45%, outperforming competitors like Greenfire Resources.Stock Performance: Despite mixed analyst sentiments, TPL's stock has surged 44% year-to-date, driven by strategic moves into digital infrastructure.Financial Health: TPL is considered overvalued with a P/E ratio of 62.63 and price-to-sales ratio of 38.58, yet its low debt-to-equity ratio of 0.012 and high current ratio of 9.75 ...

Core Viewpoint - Texas Pacific Land Corporation (TPL) is transitioning towards high-growth infrastructure, particularly in AI-linked digital infrastructure, while maintaining its traditional revenue streams from oil and gas royalties [5]. Group 1: Company Overview - TPL is a land and resource management company based in Dallas, Texas, founded in 1888, and is one of the largest private landowners in Texas [1]. - The company has a market capitalization of approximately $28.5 billion [1]. Group 2: Market Performance - Over the past year, TPL has underperformed the broader market with a decline of 7.5%, but has seen significant gains of 44.1% in 2026 [2]. - In comparison, the S&P 500 Index has increased by 14.4% over the past year and is up 1.4% year-to-date [2]. Group 3: Strategic Developments - TPL is experiencing momentum due to a strategic pivot into non-energy sectors, specifically through a partnership with Bolt Data & Energy to develop data centers on its West Texas land [5]. - This diversification aims to create a new revenue stream, reducing reliance on the volatile oil and gas royalty model [5]. Group 4: Analyst Expectations - For the fiscal year ending December 2025, analysts project TPL's earnings per share (EPS) to grow by 5.3% to $6.92 on a diluted basis [6]. - The consensus among analysts is a "Moderate Buy," supported by two "Strong Buy" ratings and one "Hold" [6]. Group 5: Price Targets - Texas Capital Securities has reaffirmed its "Buy" rating on TPL with a price target of $390, citing potential data center development as a growth catalyst [7]. - TPL is currently trading above its average price target of $316.67 and Texas Capital's highest price target of $390 [7].

Core Insights - Bolt Data and Energy, co-founded by former Google CEO Eric Schmidt, is negotiating a deal to start construction on a large data center project in West Texas [1][2] - Google is considering a commitment of 250 megawatts for this project, although the exact size of the potential transaction is still under discussion [2][3] - The deal underscores the competitive landscape among Big Tech companies to secure necessary resources for AI development, despite the associated costs and risks [4] Company Developments - Bolt completed its first funding round in December, raising $150 million, including $50 million from Texas Pacific Land Corporation (TPL), which owns significant land in West Texas [8] - TPL's land will provide Bolt with access to essential resources like power and water, which are increasingly strained due to the surge in data center developments [9] - Bolt's initial plan includes a 250 megawatt facility, with potential expansion to a 5 gigawatt campus in increments of 250-500 megawatts [9] Industry Trends - The AI race has prompted several large-scale data center projects in Texas, including an 11-gigawatt campus planned by Fermi, co-founded by former Texas governor Rick Perry [10] - Major banks have faced challenges in selling off $38 billion in loans for data center construction due to concerns over Oracle's credit amid its AI spending [12] - Oracle plans to raise up to $50 billion in debt and equity by 2026 to support its AI initiatives while maintaining a solid investment-grade balance sheet [13] - Alphabet, Google's parent company, announced plans to spend between $175 and $185 billion on capital expenditures in 2026, primarily for AI infrastructure [13] - A significant wave of spending on AI has been reported by major tech companies, with Amazon planning to spend $200 billion this year alone [14]

Company Overview - Texas Pacific Land Corporation (NYSE: TPL) manages extensive land areas and oil royalties, providing water sourcing and disposal services. Revenue is generated through land leasing, easement grants, and the sale of raw materials, alongside perpetual oil and gas royalty holdings [2]. Market Sentiment - The stock was previously recommended, but current sentiment is cautious regarding oil stocks for the year. The company is perceived to be influenced by the current administration's desire to keep oil prices low, with a target of $50 per barrel [2]. Investment Considerations - While TPL has potential as an investment, there are opinions suggesting that certain AI stocks may offer greater upside potential and carry less downside risk compared to TPL [3].

Core Viewpoint - Texas Pacific Land Corporation has announced the dates for its fourth quarter and full year 2025 earnings release and conference call [1] Group 1 - The earnings release is scheduled for February 25, 2026 [1] - The conference call will take place on February 26, 2026 [1]

Company Overview - Texas Pacific Land Corporation (NYSE: TPL) manages extensive land areas and oil royalties, providing water sourcing and disposal services. Revenue is generated through land leasing, easement grants, and the sale of raw materials, alongside perpetual oil and gas royalty holdings [2]. Market Sentiment - Jim Cramer expressed skepticism about the oil sector for the current year, indicating that the administration's desire for lower oil prices could impact the stock negatively. He noted a price target of $50 for oil, suggesting a cautious approach to oil investments [1][2]. Investment Perspective - While Texas Pacific Land Corporation has potential as an investment, there is a belief that certain AI stocks may offer greater upside potential with less downside risk. The company is considered undervalued, but the current market conditions favor other sectors [2].

Core Viewpoint - Texas Pacific Land Corporation (TPL) is a significant landowner in Texas, focusing on managing and monetizing land in the Permian Basin, with a market cap of $23.3 billion and diverse revenue streams [1] Financial Performance - Analysts anticipate TPL will report a Q4 profit of $1.73 per share, reflecting a 1.2% increase from $1.71 per share in the same quarter last year [2] - For fiscal 2025, TPL's EPS is expected to reach $6.92, a 5.3% increase from $6.57 in fiscal 2024, with a further projected growth of 13.2% to $7.83 in fiscal 2026 [3] Stock Performance - TPL's stock has decreased by 27.3% over the past year, underperforming the S&P 500 Index's 16.9% gains and the S&P 500 Energy Sector SPDR's 2.3% returns during the same period [4] - On December 17, TPL's shares surged over 7% after announcing a deal with Bolt Data & Energy to develop data center facilities on its West Texas land, indicating potential growth beyond energy [5] Analyst Ratings - The consensus opinion on TPL stock is moderately bullish, with a "Moderate Buy" rating; two out of three analysts recommend "Strong Buy," while one suggests a "Hold" rating [6] - TPL currently trades above the mean price target of $316.11, with the highest target price indicating a potential upside of 14.6% from current market prices [6]

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