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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
75.150
Open
71.840
VWAP
73.12
Vol
285.12K
Mkt Cap
5.58B
Low
71.840
Amount
20.85M
EV/EBITDA(TTM)
48.24
Total Shares
77.09M
EV
6.56B
EV/OCF(TTM)
51.93
P/S(TTM)
27.80
LandBridge Company LLC owns approximately 277,000 surface acres across Texas and New Mexico, located primarily in the Delaware sub-region in the Permian Basin, the active region for oil and gas exploration and development in the United States. The Company actively manages its land and resources to support and encourage energy and infrastructure development and other land uses, including digital infrastructure. The Company’s assets consist mainly of fee surface acreage, oil and natural gas mineral interests, brackish water wells and ponds and related facilities. It owns surface acreage in and around the Delaware Basin across Andrews, Loving, Reeves, Pecos and Winkler Counties in Texas and Eddy and Lea Counties in New Mexico. The Company owns oil and natural gas mineral interests in Loving and Reeves Counties, Texas.
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Events Timeline

(ET)
2026-02-25
16:20:00
LandBridge CEO Highlights Strong Momentum and Expansion Potential
select
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
Company Declares $0.12 Dividend on Class A Shares
select
2025-12-11 (ET)
2025-12-11
08:40:00
LandBridge Enters Development Agreements with Samsung C&T Renewables
select

News

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.
Yahoo Finance
9.5
02-26Yahoo Finance
LandBridge Achieves Seventh Consecutive Quarter of Revenue Growth
  • Significant Revenue Growth: LandBridge Co LLC achieved a 12% revenue increase in Q4 2025, marking its seventh consecutive quarter of growth, with an impressive 81% year-over-year revenue increase, reflecting strong market performance and business expansion capabilities.
  • Diversified Customer Base: The company secured approximately 450 new easements and agreements, notably with Samsung CNT Renewables and NRG Energy, further solidifying its market position in both renewable and conventional energy sectors.
  • Financial Optimization Measures: By executing a $500 million senior notes offering and a $275 million revolving credit agreement, LandBridge optimized its balance sheet, enhancing liquidity and reducing interest expenses, thereby providing stronger financial support for future investments.
  • Increased Competitive Pressure: Despite strong growth, the company faces heightened competition in acquiring new assets, with a net leverage ratio of 2.8 times at the end of Q4, exceeding its long-term target of 2 to 2.5 times, indicating uncertainty in future growth prospects.
seekingalpha
9.5
02-26seekingalpha
LandBridge Company LLC Reports Strong Q4 2025 Earnings Growth
  • Significant Revenue Growth: LandBridge achieved $199.1 million in revenue for 2025, an 81% year-over-year increase, with Q4 revenue reaching $56.8 million, up 12% sequentially, demonstrating the company's strong performance and ongoing expansion capabilities in the market.
  • Outstanding Adjusted EBITDA Performance: The adjusted EBITDA for 2025 was $177 million, reflecting an 83% year-over-year growth, while Q4 EBITDA reached $51.1 million with a 90% margin, showcasing the company's success in cost control and operational efficiency.
  • Strategic Investments and Buyback Plans: The company announced a 20% increase in the quarterly dividend to $0.12 per share and initiated a stock repurchase program of up to $50 million, aimed at enhancing shareholder returns and boosting market confidence.
  • Optimistic Future Outlook: Management expects adjusted EBITDA for 2026 to be between $205 million and $225 million, representing over 20% year-over-year growth, and emphasized that new commercial agreements and M&A opportunities will drive future growth potential.
seekingalpha
8.0
02-26seekingalpha
LandBridge Company Announces 20% Increase in Quarterly Dividend
  • Dividend Increase: LandBridge Company has declared a quarterly dividend of $0.12 per share, marking a 20% increase from the previous $0.10, indicating improvements in profitability and cash flow that could enhance investor confidence.
  • Yield Metrics: The forward yield stands at 0.73%, which, while relatively low, may attract income-seeking investors due to the company's stable dividend policy, thereby increasing its appeal in the capital markets.
  • Shareholder Benefits: The dividend will be payable on March 19, with a record date of March 5 and an ex-dividend date also set for March 5, ensuring shareholders receive timely returns and reinforcing the relationship between the company and its investors.
  • Renewable Energy Expansion: LandBridge has signed deals with Samsung C&T for 350 MW of Texas BESS projects, showcasing the company's strategic expansion into renewable energy, which could provide new revenue growth opportunities in the future.
seekingalpha
9.5
02-24seekingalpha
LandBridge Company to Announce Q4 Earnings on February 25
  • Earnings Announcement Schedule: LandBridge Company is set to release its Q4 earnings on February 25 after market close, with consensus EPS estimate at $0.47 and revenue at $51.96 million, indicating cautious market sentiment regarding the company's financial performance.
  • Earnings Forecast Adjustments: Over the past three months, EPS estimates have seen no upward revisions and three downward revisions, suggesting a decline in analyst confidence regarding profitability, while revenue estimates have experienced one upward revision and four downward revisions, reflecting concerns about future performance.
  • Market Sentiment Analysis: Despite some analysts maintaining a bullish outlook, the overall market sentiment remains bearish, particularly after LandBridge signed deals with Samsung C&T for 350 MW Texas BESS projects, which failed to significantly improve expectations for future earnings.
  • Historical Performance Review: Historical earnings data and dividend scorecard for LandBridge indicate that while the company has made progress in certain projects, its overall financial performance has not met investor expectations, potentially impacting its stock price performance.
Newsfilter
8.5
02-23Newsfilter
WaterBridge Launches Open Season for Speedway Phase II Pipeline Project
  • Project Launch: WaterBridge Infrastructure LLC initiated the open season for the Speedway Phase II Pipeline project on February 23, 2026, which will run until April 20, 2026, to solicit commitments for the construction of a large-diameter gathering and transportation pipeline.
  • Increased Capacity: The pipeline is expected to provide an additional throughput capacity of 500,000 barrels per day, complementing the previously announced Speedway Pipeline's capacity of 500,000 bpd, addressing the growing demand for produced water handling in Eddy and Lea counties, New Mexico.
  • Market Demand Response: President Michael Reitz emphasized that this project is a crucial step in expanding the company's capacity to meet the growing need for responsible produced water handling solutions in the Northern Delaware Basin through large-scale infrastructure projects.
  • Industry Leadership: As the operator of the largest produced water infrastructure network in the U.S., WaterBridge provides water management solutions to oil and gas exploration and production companies under long-term contracts, further solidifying its leadership position in the water midstream sector.
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
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Valuation Metrics

The current forward P/E ratio for LandBridge Co LLC (LB.N) is 20.64, compared to its 5-year average forward P/E of 32.72. 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
32.72
Current PE
20.64
Overvalued PE
41.74
Undervalued PE
23.70

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
10.21
Current EV/EBITDA
9.53
Overvalued EV/EBITDA
12.23
Undervalued EV/EBITDA
8.20

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
6.46
Current PS
5.27
Overvalued PS
7.97
Undervalued PS
4.95

Financials

AI Analysis
Annual
Quarterly

Whales Holding LB

H
Horizon Kinetics Holding Corporation
Holding
LB
+50.31%
3M Return
S
Schwartz Investment Counsel, Inc.
Holding
LB
-2.26%
3M Return
M
Moors & Cabot, Inc.
Holding
LB
-2.64%
3M Return
F
First Manhattan Co. LLC
Holding
LB
-7.39%
3M Return
A
Annex Advisory Services, LLC
Holding
LB
-9.05%
3M Return

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Frequently Asked Questions

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

The current price of LB is 72.38 USD — it has increased 0.1

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

LandBridge Company LLC owns approximately 277,000 surface acres across Texas and New Mexico, located primarily in the Delaware sub-region in the Permian Basin, the active region for oil and gas exploration and development in the United States. The Company actively manages its land and resources to support and encourage energy and infrastructure development and other land uses, including digital infrastructure. The Company’s assets consist mainly of fee surface acreage, oil and natural gas mineral interests, brackish water wells and ponds and related facilities. It owns surface acreage in and around the Delaware Basin across Andrews, Loving, Reeves, Pecos and Winkler Counties in Texas and Eddy and Lea Counties in New Mexico. The Company owns oil and natural gas mineral interests in Loving and Reeves Counties, Texas.

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 56.78M USD, increased 55.56

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 0.23 USD, increased 109.09

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

LandBridge Co LLC (LB) has 0 emplpoyees as of March 25 2026.

What is LandBridge Co LLC (LB) market cap?

Today LB has the market capitalization of 5.58B USD.