Data Center Pivot and Stock Split Could Be A Game Changer For Texas Pacific Land (TPL)
- Texas Pacific Land Corp recently announced a partnership with Bolt Data & Energy to develop large-scale data center campuses across its land holdings, committing a US$50,000,000 investment alongside an equity stake, while also setting December 22, 2025, as the date for a previously declared three-for-one stock split.
- This move signals an effort to extend the company’s land and infrastructure monetization beyond oil and gas royalties, adding exposure to digital infrastructure development on its existing acreage.
- Against this backdrop, we’ll explore how the Bolt Data & Energy data center initiative could reshape Texas Pacific Land’s long-term investment narrative.
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Texas Pacific Land Investment Narrative Recap
To own Texas Pacific Land, you need to believe in the long term value of its Permian Basin land, royalties and fee-based income streams, while accepting exposure to energy activity and commodity conditions. The Bolt Data & Energy partnership adds a potential new use case for TPL’s acreage, but the most important near term swing factor still looks to be how consistently operators develop its royalty and water-served acreage. The biggest current risk remains concentration in a single region and industry.
Among recent announcements, the planned three-for-one stock split set for December 22, 2025, stands out in the context of the new data center initiative. While the split does not change underlying value, it arrives alongside efforts to broaden how TPL monetizes its land and infrastructure, from oil and gas royalties and water services to digital infrastructure, which could influence how investors think about future growth drivers and valuation multiples over time.
Yet investors should recognize how concentrated exposure to Permian activity could affect TPL if operator behavior or regional economics were to...
Read the full narrative on Texas Pacific Land (it's free!)
Texas Pacific Land's narrative projects $895.3 million revenue and $610.3 million earnings by 2028. This requires 7.2% yearly revenue growth and about a $150 million earnings increase from $460.2 million today.
Uncover how Texas Pacific Land's forecasts yield a $842.50 fair value, a 183% upside to its current price.
Exploring Other Perspectives
Thirteen fair value estimates from the Simply Wall St Community span about US$302 to nearly US$1,791 per share, highlighting how far apart individual views can be. Against that backdrop, the new data center partnership sits alongside TPL’s core Permian royalty and water exposure, which could have meaningful implications for how its earnings mix evolves and how you think about its long term resilience.
Explore 13 other fair value estimates on Texas Pacific Land - why the stock might be worth just $301.83!
Build Your Own Texas Pacific Land Narrative
Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.
- A great starting point for your Texas Pacific Land research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
- Our free Texas Pacific Land research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Texas Pacific Land's overall financial health at a glance.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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