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LB Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
OverviewStock Price PredictionTechnicalValuationFinancialsEarningsShould I BuyNews & Events
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Intellectia

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High
67.600
Open
64.020
VWAP
64.22
Vol
196.89K
Mkt Cap
5.08B
Low
62.485
Amount
12.64M
EV/EBITDA(TTM)
42.66
Total Shares
77.02M
EV
6.05B
EV/OCF(TTM)
48.13
P/S(TTM)
25.43
LandBridge Company LLC is engaged in the development and production of energy and the construction and operation of infrastructure. The Company owns over 315,000 surface acres in and around the Delaware Basin in Texas and New Mexico, which is an active oil and natural gas development and production region of the United States. Its surface acreage is located across three separate areas, which are Stateline, Northern and Southern Positions. Its Stateline Position consists of approximately 169,000 surface acres located primarily in Loving, Reeves and Winkler Counties, Texas, and Lea County, New Mexico, near and along the Texas-New Mexico state border. Its Northern Position includes land positions in Eddy and Lea counties, New Mexico and Andrews County, Texas, and consists of approximately 61,000 surface acres and 33,000 additional surface acres. Its Southern Position consists of approximately 87,000 surface acres located in Reeves, Ward and Pecos counties, Texas in the Delaware Basin.
Show More

Events Timeline

(ET)
2026-05-06
16:20:00
Company Raises FY2026 EBITDA Outlook to $210M-$230M
select
2026-05-06
16:20:00
Company Reports Q1 Revenue of $51.0M, Below Consensus
select
2026-04-02 (ET)
2026-04-02
08:40:00
LandBridge Enters Lease Development Agreement with PowerBridge
select
2026-02-25 (ET)
2026-02-25
16:20:00
LandBridge Approves $50 Million Share Repurchase Plan
select
2026-02-25
16:20:00
LandBridge Approves $50 Million Share Repurchase Plan
select
2026-02-25
16:20:00
LandBridge Sees FY26 Adjusted EBITDA of $205M-$225M
select
2026-02-25
16:20:00
LandBridge CEO Highlights Strong Momentum and Expansion Potential
select
2026-02-25
16:20:00
Company Declares $0.12 Dividend on Class A Shares
select

News

seekingalpha
9.5
05-07seekingalpha
PinnedLandBridge Raises 2026 Guidance Amid Stronger Pipeline
  • Guidance Increase: LandBridge raised its 2026 adjusted EBITDA guidance to $210 million to $230 million, an increase of $5 million at both ends, reflecting heightened confidence in future commercial activities and an improved macroeconomic environment.
  • Q1 Financial Performance: The company reported total revenue of $51 million in Q1, with adjusted EBITDA of $44.9 million and an impressive adjusted EBITDA margin of 88%, demonstrating strong profitability and cash flow generation.
  • Data Center Strategy: LandBridge signed an agreement with PowerBridge to develop the Alpha Digital data center in Texas, allowing PowerBridge to lease up to 3,400 acres, indicating the company's strategic positioning in the West Texas data center market.
  • Acquisitions and Expansion: The company completed several bolt-on acquisitions in the Delaware Basin, now encompassing over 320,000 surface acres, enhancing its control over resource management and long-term contracts to support future business growth.
seekingalpha
9.5
05-06seekingalpha
LandBridge Reports Q1 Net Income of $17.87M Amid Revenue Growth
  • Revenue Growth: LandBridge reported Q1 revenue of $51 million, reflecting a 16% year-over-year increase, although it fell short of expectations by $8.52 million, indicating sustained market demand but also challenges ahead.
  • Net Income Status: The company achieved a net income of $17.87 million in Q1, which, despite showing year-over-year growth, did not meet analyst expectations, potentially impacting investor confidence and necessitating attention to performance improvement strategies.
  • Market Reaction: Following a data center deal with PowerBridge, LandBridge's stock surged, indicating a positive market response to its strategic partnerships, which may lay the groundwork for future growth.
  • Management Dynamics: During the Analyst/Investor Day, LandBridge outlined its future development strategy, and while current performance did not meet expectations, the company is actively seeking new growth opportunities to enhance its competitive position in the market.
seekingalpha
2.0
04-09seekingalpha
Texas Pacific Land Shares Plunge After CEO's Sudden Death
  • Significant Stock Drop: Texas Pacific Land (TPL) shares fell 15.6% on Thursday, reaching a two-month low, primarily due to the sudden death of board member and Horizon Kinetics CEO Murray Stahl on April 7, which heightened market uncertainty regarding the company's future.
  • Major Shareholder Impact: Horizon Kinetics, owning approximately 15% of Texas Pacific, is its largest shareholder, and Stahl's passing raises concerns among investors about corporate governance and shareholder structure, potentially affecting stock performance.
  • Market Reaction: Other companies associated with Horizon Kinetics were also impacted, with LandBridge (LB) shares dropping 7%, while WaterBridge Infrastructure (WBI) only fell 0.2%, indicating a decline in overall market confidence in Horizon Kinetics.
  • Historical Context: Horizon Kinetics and its predecessors have been the largest shareholders of Texas Pacific for decades, and Stahl's confidence in the company when it was a little-known trust adds to the market's shock following his death, amplifying the stock's volatility.
seekingalpha
7.5
04-02seekingalpha
LandBridge Secures Lease Agreement with PowerBridge for Data Center Development
  • Lease Agreement Secured: LandBridge has signed a lease development agreement with PowerBridge LLC, allowing the latter to lease approximately 3,400 acres in West Texas for a giga-scale data center, with an initial power generation capacity of up to 2 GW, which is expected to significantly enhance the company's positioning in the data center market.
  • Development Rights Granted: The agreement grants PowerBridge the right to advance site development activities and pursue entitlements for the Alpha Digital Campus, indicating that LandBridge will play a crucial role in future digital infrastructure development to meet the demands of large-scale data center customers.
  • Power Delivery Timeline: The first power delivery for the Alpha Digital Campus is anticipated in 2027, with large-scale power generation expected to follow in 2028, contingent upon ongoing regulatory processes and commercial discussions, highlighting the project's complexity and potential market opportunities.
  • Strategic Implications: LandBridge CEO Jason Long stated that this new agreement with PowerBridge represents a catalyst for executing the West Texas data center strategy, indicating a strong partnership with a proven developer that enhances the company's competitive edge in power and data center execution at scale.
Newsfilter
8.5
04-02Newsfilter
LandBridge and PowerBridge Sign Lease Agreement for Data Center Development
  • Data Center Development Agreement: LandBridge has signed a lease agreement with PowerBridge to lease approximately 3,400 acres in Reeves County, Texas, for the development of the 2 GW Alpha Digital Campus, which is expected to meet the growing demand for data centers.
  • Power Infrastructure Development: PowerBridge has filed its Generation Interconnection Request and ordered necessary long-lead-time equipment, with the first power delivery anticipated in 2027 and large-scale generation in 2028, indicating steady progress in project preparations.
  • Regional Market Potential: LandBridge CEO Jason Long stated that West Texas, with its abundant natural gas and water resources, along with favorable grid outlooks, is an ideal location for data center development, likely attracting more investments and customers.
  • Strategic Partnership Outlook: PowerBridge CEO Alex Hernandez emphasized that this partnership will integrate energy and digital infrastructure, providing customers with multi-gigawatt data center solutions that meet the demands of large-scale clients, further strengthening both companies' competitive positions in the market.
Yahoo Finance
9.5
03-06Yahoo Finance
LandBridge Stock: AI Data Center Leader's Earnings Soar 180%
  • Significant Earnings Growth: LandBridge reported a remarkable 180% year-over-year increase in earnings for the latest quarter, demonstrating the company's strong performance in the AI data center sector and solidifying its market leadership.
  • New Buy Point Approaching: With this substantial earnings boost, LandBridge's stock is nearing a new buy point, drawing investor interest and potentially driving further price appreciation.
  • Strong Market Demand: The ongoing demand for AI data centers continues to rise, and LandBridge is expected to benefit from this rapid industry growth due to its technological advantages and expanding market share.
  • Strategic Investment Outlook: The company's ongoing investments in AI technology and infrastructure signal future growth potential, which may attract more institutional investors and further enhance its market valuation.
Wall Street analysts forecast LB stock price to rise
4 Analyst Rating
Wall Street analysts forecast LB stock price to rise
2 Buy
2 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
65.00
Averages
74.50
High
90.00
Current: 0.000
sliders
Low
65.00
Averages
74.50
High
90.00
Goldman Sachs
John Mackay
Buy
maintain
$69 -> $84
AI Analysis
2026-03-13
Reason
Goldman Sachs
John Mackay
Price Target
$69 -> $84
AI Analysis
2026-03-13
maintain
Buy
Reason
Goldman Sachs analyst John Mackay raised the firm's price target on LandBridge to $84 from $69 and keeps a Buy rating on the shares. LandBridge is expected to highlight a strong and repeatable growth outlook at its upcoming Analyst Day, focusing on the stability of EBITDA from its 315k+ surface acres in the Delaware Basin, upside to per-acre revenue metrics, acquisition cadence, and potential data center wins in the powered land market, the analyst tells investors in a research note. Management is likely to reinforce its 20% growth target for 2026 as a sustainable forward trajectory, the firm says.
Barclays
Equal Weight
upgrade
$57 -> $75
2026-02-27
Reason
Barclays
Price Target
$57 -> $75
2026-02-27
upgrade
Equal Weight
Reason
Barclays raised the firm's price target on LandBridge to $75 from $57 and keeps an Equal Weight rating on the shares. The firm views the company's Q4 report as strong.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for LB
Unlock Now

Valuation Metrics

The current forward P/E ratio for LandBridge Co LLC (LB.N) is 21.60, compared to its 5-year average forward P/E of 30.41. For a more detailed relative valuation and DCF analysis to assess LandBridge Co LLC's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
30.41
Current PE
21.60
Overvalued PE
39.95
Undervalued PE
20.86

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
13.64
Current EV/EBITDA
29.58
Overvalued EV/EBITDA
21.17
Undervalued EV/EBITDA
6.12

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
8.43
Current PS
17.11
Overvalued PS
12.83
Undervalued PS
4.02

Financials

AI Analysis
Annual
Quarterly

Whales Holding LB

H
Horizon Kinetics Holding Corporation
Holding
LB
+11.90%
3M Return
M
Moors & Cabot, Inc.
Holding
LB
+7.78%
3M Return
A
Annex Advisory Services, LLC
Holding
LB
+7.51%
3M Return
F
First Manhattan Co. LLC
Holding
LB
+3.03%
3M Return
S
Schwartz Investment Counsel, Inc.
Holding
LB
-0.19%
3M Return

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Frequently Asked Questions

What is LandBridge Co LLC (LB) stock price today?

The current price of LB is 62.575 USD — it has decreased -5.19

What is LandBridge Co LLC (LB)'s business?

LandBridge Company LLC is engaged in the development and production of energy and the construction and operation of infrastructure. The Company owns over 315,000 surface acres in and around the Delaware Basin in Texas and New Mexico, which is an active oil and natural gas development and production region of the United States. Its surface acreage is located across three separate areas, which are Stateline, Northern and Southern Positions. Its Stateline Position consists of approximately 169,000 surface acres located primarily in Loving, Reeves and Winkler Counties, Texas, and Lea County, New Mexico, near and along the Texas-New Mexico state border. Its Northern Position includes land positions in Eddy and Lea counties, New Mexico and Andrews County, Texas, and consists of approximately 61,000 surface acres and 33,000 additional surface acres. Its Southern Position consists of approximately 87,000 surface acres located in Reeves, Ward and Pecos counties, Texas in the Delaware Basin.

What is the price predicton of LB Stock?

Wall Street analysts forecast LB stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LB is74.50 USD with a low forecast of 65.00 USD and a high forecast of 90.00 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.

What is LandBridge Co LLC (LB)'s revenue for the last quarter?

LandBridge Co LLC revenue for the last quarter amounts to 51.01M USD, increased 16.05

What is LandBridge Co LLC (LB)'s earnings per share (EPS) for the last quarter?

LandBridge Co LLC. EPS for the last quarter amounts to USD, decreased -100.00

How many employees does LandBridge Co LLC (LB). have?

LandBridge Co LLC (LB) has 0 emplpoyees as of May 08 2026.

What is LandBridge Co LLC (LB) market cap?

Today LB has the market capitalization of 5.08B USD.