Texas Landowner Emerges as Today's Leading S&P 500 Stock in a Unique AI Investment.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 17 2025
0mins
Source: Barron's
- Texas Pacific Land's Performance: Texas Pacific Land was the top performer in the S&P 500 on Wednesday.
- Data Center Development: The company is advancing plans to establish large-scale data centers in West Texas.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy TPL?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on TPL
Wall Street analysts forecast TPL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TPL is 1050 USD with a low forecast of 1050 USD and a high forecast of 1050 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 345.350
Low
1050
Averages
1050
High
1050
Current: 345.350
Low
1050
Averages
1050
High
1050
About TPL
Texas Pacific Land Corporation is the landowner in the State of Texas with approximately 882,000 surface acres of land, principally concentrated in the Permian Basin. Its segments include Land and Resource Management and Water Services and Operations. The Land and Resource Management segment focuses on managing Company’s oil and gas royalty interest and surface acres located in 19 different countries. The Land and Resource Management segment encompasses the business of managing its approximately 882,000 surface acres of land and its approximately 207,000 NRA of oil and gas royalty interests, principally concentrated in the Permian Basin. This segment consists of royalties from oil and gas, revenues from easements, commercial leases and renewables, and land and material sales. The Water Services and Operations segment encompasses the business of providing a full-service water offering to operators in the Permian Basin. Its services include water sourcing and produced water disposal.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Amazon's Stock Drops Ahead of Earnings Report
- Amazon Earnings Preview: Amazon is set to release its earnings report on Thursday, with its stock dropping 2.4% ahead of the announcement, indicating cautious investor sentiment that may impact short-term market confidence.
- Alphabet's Strong Performance: Alphabet exceeded Wall Street expectations in its fourth-quarter earnings report released on Wednesday, although its stock fell about 1% in after-hours trading; the projected capital expenditures for 2026 are expected to reach between $175 billion and $185 billion, nearly double that of 2025, reflecting a strong commitment to future growth.
- Qualcomm's Disappointing Guidance: Qualcomm reported quarterly earnings that surpassed expectations, yet its stock fell 9% in after-hours trading due to disappointing forward guidance, highlighting investor concerns about future performance, with shares down nearly 13% year-to-date in 2026.
- Strong Consumer Staples Sector: The Consumer Staples Select Sector SPDR ETF (XLP) has risen for four consecutive days, gaining over 1% each day and hitting new highs in the past three sessions, indicating strong performance in 2026 with over 12% growth year-to-date, making it the third-best performing sector in the market.
See More
Oil Prices Surge Amid Renewed Geopolitical Tensions
- Oil Price Increase: Oil prices surged approximately 1% due to President Trump's escalatory rhetoric towards Iran, with West Texas Intermediate futures nearing $63 per barrel, marking the highest level since late September 2025.
- Brent Crude Rally: Brent crude also advanced to around $68 per barrel, reflecting heightened risk premiums in global crude markets driven by fears of supply disruptions, particularly through critical energy chokepoints like the Strait of Hormuz.
- U.S. Supply Tightness: Supply disruptions from severe winter weather, particularly in the Gulf Coast and inland shale regions, have tightened near-term balances, contributing to a more than 9% increase in WTI crude this month and positioning the market to end a five-month losing streak.
- Weaker Dollar Boosts Oil: The U.S. dollar's decline towards multi-week lows has made dollar-priced commodities cheaper for foreign buyers, further supporting the rise in oil prices.
See More
Brown Forman Downgraded to Sell, Stock Drops 9.64%
- Downgrade Impact: Citigroup analyst Filippo Falorni downgraded Brown Forman from Neutral to Sell, lowering the price target from $30 to $27, which contributed to a 9.64% drop in its stock this week, reflecting market concerns about its future performance.
- Carvana Rating Maintained: Despite a 5.73% decline in Carvana's stock this week, Evercore ISI Group analyst Michael Montani maintained an In-Line rating while raising the price target from $420 to $425, indicating confidence in its long-term potential.
- Stellantis Policy Opposition: Stellantis's stock fell 4.77% this week as the company strongly opposed the EU's revised vehicle emissions plan, warning that it could undermine growth incentives and impact its future market performance.
- Starbucks Union Protests: Starbucks's stock decreased by 4.68% this week due to protests by the Starbucks Workers United union at the company's headquarters, which may negatively affect brand image and employee morale.
See More
Silver Prices Surge Above $76, Year-to-Date Gains Reach 164%
- Silver Price Surge: Silver prices surged above $76 in New York trading, with year-to-date gains reaching 164%, marking the strongest annual performance since 1978, indicating a significant supply crunch in Asian markets that may attract more investor interest in precious metals.
- Platinum and Palladium Rise: Platinum prices jumped over 8% and palladium soared more than 11%, leading the Aberdeen Physical Platinum Shares ETF to a year-to-date increase of 165%, suggesting platinum is on track for its best annual performance ever, reflecting strong market demand for precious metals.
- Gold Price Hits New Highs: Gold prices rose 1.3% to above $4,550, indicating increased investor demand for safe-haven assets, which could further drive the overall upward trend in the precious metals market.
- Copper Price Recovery: Copper prices climbed 4.6%, fully recovering from the sharp selloff seen last July, signaling a rebound in market demand for industrial metals that may boost profitability for related companies.
See More
Texas Pacific Land Corp Shares Plunge 72.2% Year-to-Date
- Stock Price Plunge: Texas Pacific Land Corp's shares fell 66.2% today, marking a staggering 72.2% decline year-to-date, indicating a severe crisis of market confidence that could lead to investor withdrawals and impact future financing capabilities.
- Poor Market Performance: As the worst-performing component of the S&P 500, Texas Pacific Land Corp reflects its vulnerability in the current economic environment, which may affect its long-term strategic planning and market positioning.
- Competitor Movements: Concurrently, other components like Hershey are down 3.2%, while Gilead Sciences is up 1.8%, showcasing varied market reactions that could influence Texas Pacific Land Corp's market share.
- Investor Confidence Erosion: Such a drastic stock price decline may erode investor confidence in Texas Pacific Land Corp, potentially impacting its future shareholder structure and capital operations.
See More
U.S. Markets Dropped on Wednesday; Bloom Energy Experienced the Largest Decline
- Stock Market Decline: U.S. stock indexes experienced a decline on Wednesday, with significant drops across major indices.
- Index Performance: The Dow Jones fell by 1.81%, the S&P 500 decreased by 1.16%, and the Nasdaq saw a decline of 0.47%.
See More
Amazon's Stock Drops Ahead of Earnings Report
- Amazon Earnings Preview: Amazon is set to release its earnings report on Thursday, with its stock dropping 2.4% ahead of the announcement, indicating cautious investor sentiment that may impact short-term market confidence.
- Alphabet's Strong Performance: Alphabet exceeded Wall Street expectations in its fourth-quarter earnings report released on Wednesday, although its stock fell about 1% in after-hours trading; the projected capital expenditures for 2026 are expected to reach between $175 billion and $185 billion, nearly double that of 2025, reflecting a strong commitment to future growth.
- Qualcomm's Disappointing Guidance: Qualcomm reported quarterly earnings that surpassed expectations, yet its stock fell 9% in after-hours trading due to disappointing forward guidance, highlighting investor concerns about future performance, with shares down nearly 13% year-to-date in 2026.
- Strong Consumer Staples Sector: The Consumer Staples Select Sector SPDR ETF (XLP) has risen for four consecutive days, gaining over 1% each day and hitting new highs in the past three sessions, indicating strong performance in 2026 with over 12% growth year-to-date, making it the third-best performing sector in the market.
See More
Oil Prices Surge Amid Renewed Geopolitical Tensions
- Oil Price Increase: Oil prices surged approximately 1% due to President Trump's escalatory rhetoric towards Iran, with West Texas Intermediate futures nearing $63 per barrel, marking the highest level since late September 2025.
- Brent Crude Rally: Brent crude also advanced to around $68 per barrel, reflecting heightened risk premiums in global crude markets driven by fears of supply disruptions, particularly through critical energy chokepoints like the Strait of Hormuz.
- U.S. Supply Tightness: Supply disruptions from severe winter weather, particularly in the Gulf Coast and inland shale regions, have tightened near-term balances, contributing to a more than 9% increase in WTI crude this month and positioning the market to end a five-month losing streak.
- Weaker Dollar Boosts Oil: The U.S. dollar's decline towards multi-week lows has made dollar-priced commodities cheaper for foreign buyers, further supporting the rise in oil prices.
See More
Brown Forman Downgraded to Sell, Stock Drops 9.64%
- Downgrade Impact: Citigroup analyst Filippo Falorni downgraded Brown Forman from Neutral to Sell, lowering the price target from $30 to $27, which contributed to a 9.64% drop in its stock this week, reflecting market concerns about its future performance.
- Carvana Rating Maintained: Despite a 5.73% decline in Carvana's stock this week, Evercore ISI Group analyst Michael Montani maintained an In-Line rating while raising the price target from $420 to $425, indicating confidence in its long-term potential.
- Stellantis Policy Opposition: Stellantis's stock fell 4.77% this week as the company strongly opposed the EU's revised vehicle emissions plan, warning that it could undermine growth incentives and impact its future market performance.
- Starbucks Union Protests: Starbucks's stock decreased by 4.68% this week due to protests by the Starbucks Workers United union at the company's headquarters, which may negatively affect brand image and employee morale.
See More
Silver Prices Surge Above $76, Year-to-Date Gains Reach 164%
- Silver Price Surge: Silver prices surged above $76 in New York trading, with year-to-date gains reaching 164%, marking the strongest annual performance since 1978, indicating a significant supply crunch in Asian markets that may attract more investor interest in precious metals.
- Platinum and Palladium Rise: Platinum prices jumped over 8% and palladium soared more than 11%, leading the Aberdeen Physical Platinum Shares ETF to a year-to-date increase of 165%, suggesting platinum is on track for its best annual performance ever, reflecting strong market demand for precious metals.
- Gold Price Hits New Highs: Gold prices rose 1.3% to above $4,550, indicating increased investor demand for safe-haven assets, which could further drive the overall upward trend in the precious metals market.
- Copper Price Recovery: Copper prices climbed 4.6%, fully recovering from the sharp selloff seen last July, signaling a rebound in market demand for industrial metals that may boost profitability for related companies.
See More
Texas Pacific Land Corp Shares Plunge 72.2% Year-to-Date
- Stock Price Plunge: Texas Pacific Land Corp's shares fell 66.2% today, marking a staggering 72.2% decline year-to-date, indicating a severe crisis of market confidence that could lead to investor withdrawals and impact future financing capabilities.
- Poor Market Performance: As the worst-performing component of the S&P 500, Texas Pacific Land Corp reflects its vulnerability in the current economic environment, which may affect its long-term strategic planning and market positioning.
- Competitor Movements: Concurrently, other components like Hershey are down 3.2%, while Gilead Sciences is up 1.8%, showcasing varied market reactions that could influence Texas Pacific Land Corp's market share.
- Investor Confidence Erosion: Such a drastic stock price decline may erode investor confidence in Texas Pacific Land Corp, potentially impacting its future shareholder structure and capital operations.
See More
U.S. Markets Dropped on Wednesday; Bloom Energy Experienced the Largest Decline
- Stock Market Decline: U.S. stock indexes experienced a decline on Wednesday, with significant drops across major indices.
- Index Performance: The Dow Jones fell by 1.81%, the S&P 500 decreased by 1.16%, and the Nasdaq saw a decline of 0.47%.
See More
