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LB Stock Chart & Stats
$76.33
-$0.39(-0.51%)
At close: 4:00 PM EDT
$76.33
-$0.39(-0.51%)
Day’s Range― - ―
52-Week Range$43.75 - $88.00
Previous Close$76.33
Volume258.40K
Average Volume (3M)349.77K
Market Cap
$6.07B
Enterprise Value$7.07K
Total Cash (Recent Filing)$39.80M
Total Debt (Recent Filing)$535.72M
Price to Earnings (P/E)34.4
Beta1.48
Next Earnings
Nov 11, 2026EPS Estimate
0.51Next Dividend Ex-DateN/A
Dividend Yield0.56%
Share Statistics
EPS (TTM)2.29
Shares Outstanding28,404,484
10 Day Avg. Volume222,892
30 Day Avg. Volume349,771
Financial Highlights & Ratios
PEG Ratio0.16
Price to Book (P/B)4.70
Price to Sales (P/S)8.03
P/FCF Ratio13.11
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$82.75Price Target Upside8.41% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering4
EPS Forecast (FY)1.93
Revenue Forecast (FY)$244.76M
Bulls Say, Bears Say
Bulls Say
Free Cash Flow StrengthConsistently strong operating and free cash flow (FCF growth ~28%, FCF > net income) indicates high-quality earnings and durable internal funding. This supports dividends, buybacks, bolt‑on M&A and reinvestment with less reliance on external financing, improving long-term financial resilience.
Very High Adjusted MarginsExceptionally high adjusted EBITDA margins reflect a capital-light, fee-based revenue mix and strong operating leverage. Sustained high margins bolster cash conversion and return on invested capital, enabling scalable profitability as revenue grows and insulating results from modest cyclical revenue swings.
Strategic Land & Water Assets; Asset-Light ModelLarge surface acreage and substantial brackish groundwater access provide durable, strategic advantages for multi‑gigawatt digital and power projects. Combined with low quarter capex and fee/royalty revenue, these assets create high-return, capital-light growth optionality and a structural moat in key basins.
Bears Say
Elevated LeverageLeverage at the upper end of the 2.0–2.5x target constrains financial flexibility and increases sensitivity to cash flow setbacks. While maturities are distant, elevated debt limits capacity for aggressive buybacks or acquisitions if revenue conversion slows, and raises refinancing/interest risk in stress scenarios.
Pipeline Execution RiskA large portion of the digital infrastructure pipeline remains non‑binding, so revenue and capex upside depend on converting LOIs to firm contracts. Conversion hinges on interconnection, power availability and financing—execution timing risks that can delay predictable, contractually backed revenue growth for months.
Regulatory/Permitting Uncertainty In TexasERCOT's pause on approvals creates structural timing and permitting risk for projects in LandBridge's core markets. Even if sites are relatively insulated, regulatory reviews can delay interconnections and project starts, lengthening commercialization timelines and increasing development uncertainty over the medium term.
LandBridge Company LLC Class A News
LB FAQ
What was LandBridge Company LLC Class A’s price range in the past 12 months?
LandBridge Company LLC Class A lowest stock price was $43.75 and its highest was $88.00 in the past 12 months.
What is LandBridge Company LLC Class A’s market cap?
LandBridge Company LLC Class A’s market cap is $6.07B.
When is LandBridge Company LLC Class A’s upcoming earnings report date?
LandBridge Company LLC Class A’s upcoming earnings report date is Nov 11, 2026 which is in 86 days.
How were LandBridge Company LLC Class A’s earnings last quarter?
LandBridge Company LLC Class A released its earnings results on Aug 05, 2026. The company reported $0.4 earnings per share for the quarter, missing the consensus estimate of $0.526 by -$0.126.
Is LandBridge Company LLC Class A overvalued?
According to Wall Street analysts LandBridge Company LLC Class A’s price is currently Undervalued.
Does LandBridge Company LLC Class A pay dividends?
LandBridge Company LLC Class A pays a Quarterly dividend of $0.12 which represents an annual dividend yield of 0.56%. See more information on LandBridge Company LLC Class A dividends here
What is LandBridge Company LLC Class A’s EPS estimate?
LandBridge Company LLC Class A’s EPS estimate is 0.51.
How many shares outstanding does LandBridge Company LLC Class A have?
LandBridge Company LLC Class A has 28,404,484 shares outstanding.
What happened to LandBridge Company LLC Class A’s price movement after its last earnings report?
LandBridge Company LLC Class A reported an EPS of $0.4 in its last earnings report, missing expectations of $0.526. Following the earnings report the stock price went up 6.307%.
Which hedge fund is a major shareholder of LandBridge Company LLC Class A?
Currently, no hedge funds are holding shares in LB
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
LandBridge Company LLC Class A Stock Smart Score
Neutral
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10
Analyst Consensus
Moderate Buy
Average Price Target:
$82.75 (8.41% Upside)
$82.75 (8.41% Upside)
Blogger Sentiment
Bullish
LB Sentiment 71%
Sector Average 59%
Sector Average 59%
Hedge Fund Trend
Increased
By 3.5K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $187.6M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Positive
Last 7 Days ▲ 0.5%
Last 30 Days ▲ 1.3%
Last 30 Days ▲ 1.3%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
34.50%
12-Months-Change
Fundamentals
Return on Equity
0.56%
Trailing 12-Months
Asset Growth
29.15%
Trailing 12-Months
Company Description
LandBridge Company LLC Class A
LandBridge Company LLC focuses on overseeing land and natural assets to bolster and optimize oil and natural gas production across the United States. The company possesses substantial surface acreage, specifically within and adjacent to the Delaware Basin, spanning both Texas and New Mexico. Furthermore, LandBridge holds a collection of oil and gas royalty interests. It also generates income by selling brackish water and various other surface-related materials. Established in 2021, its corporate headquarters are situated in Houston, Texas, functioning as a subsidiary of LandBridge Holdings LLC.
LB Company Deck
LB Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presents a broadly positive operational and financial performance: record revenue, very high adjusted EBITDA and free cash flow margins, expanding liquidity, strong commercial traction in digital infrastructure (seven counterparties / >10 GW), and disciplined capital allocation including dividends and buybacks. Identified risks are execution and timing on converting LOIs to firm projects, regulatory scrutiny in the Texas data center approval process, and the company sitting at the upper end of its leverage target. Overall, the highlights (strong growth, high margins, cash generation, sizable water and land assets, and meaningful pipeline momentum) materially outweigh the lowlights, which are largely execution and timing risks rather than immediate financial deterioration.View all LB earnings summariesLB Stock 12 Month Forecast
Average Price Target
$82.75
▲(8.41% Upside)
Technical Analysis
Ownership Overview
1.96% Insiders
15.40% Mutual Funds
68.48% Other Institutional Investors
4.91% Public Companies and
Individual Investors