LandBridge Company LLC logo LB - LandBridge Company LLC

Price: -- -- | CONSENSUS: Buy DETAILS
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| PRICE TARGET: $86.00 DETAILS
HIGH: $88.00
LOW: $84.00
MEDIAN: $86.00
CONSENSUS: $86.00
UPSIDE: 6.66%

Stock News

LandBridge Schedules Third Quarter Earnings Release and Conference Call

LandBridge Schedules Third Quarter Earnings Release and Conference Call

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB; NYSE TX: LB) ("LandBridge") today announced that it will release its financial results for the third quarter of 2026 after market close on Wednesday, November 4, 2026. LandBridge will host a webcast and conference call to discuss its results on Thursday, November 5, 2026, at 10 a.m. Central Time / 11:00 a.m. Eastern Time.Webcast Instructions:To listen to the live webcast, please visit the Events and Presentations section of the LandBrid.

Oct 05, 2026 12:15 PM • businesswire.com
LandBridge Announces Pricing of Upsized $125,000,000 Offering of Additional 6.250% Senior Notes due 2030

LandBridge Announces Pricing of Upsized $125,000,000 Offering of Additional 6.250% Senior Notes due 2030

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB; NYSE Texas: LB) (“LandBridge”) announced today that DBR Land Holdings LLC (the “Issuer”), a subsidiary of LandBridge, has priced its offering (the “Offering”) of $125 million in aggregate principal amount of 6.250% senior notes due 2030 at 99.375% of par (the “New Notes”). The Offering was upsized from the previously announced offering size of $100 million. The Offering is expected to close on October 1, 2026, subject to customary clos.

Sep 22, 2026 12:30 PM • businesswire.com
LandBridge Announces Launch of $100,000,000 Offering of Additional 6.250% Senior Notes due 2030

LandBridge Announces Launch of $100,000,000 Offering of Additional 6.250% Senior Notes due 2030

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB; NYSE Texas: LB) (“LandBridge”) announced today that DBR Land Holdings LLC (the “Issuer”), a subsidiary of LandBridge, intends, subject to market conditions, to offer $100 million in aggregate principal amount of 6.250% senior notes due 2030 (the “New Notes”) in a private placement to eligible purchasers (the “Offering”).The New Notes are being offered as additional notes under the indenture, dated as of November 25, 2025 (the “Indenture.

Sep 22, 2026 04:12 AM • businesswire.com
LandBridge: I'd Love To Buy, But I Don't Like The Valuation

LandBridge: I'd Love To Buy, But I Don't Like The Valuation

LandBridge Company LLC's water royalty volumes are rising despite slower well drilling. This is due to increasing wastewater volumes from maturing Delaware Basin wells. A projected Delaware Basin disposal-capacity shortfall over the next 10 years should support higher royalty rates. LandBridge is pursuing data-center leases for up to 10 GW, creating meaningful long-term optionality that I estimate can lead to a 6% uplift on TTM revenues.

Sep 17, 2026 12:57 PM • seekingalpha.com
40% Of My Portfolio Is In Just 3 Stocks

40% Of My Portfolio Is In Just 3 Stocks

My portfolio is highly concentrated, with 40% in Old Dominion Freight Line, Texas Pacific Land, and LandBridge, reflecting high-conviction investing. ODFL offers unique LTL logistics, a pristine balance sheet, and real estate advantages, while TPL and LB provide exposure to Permian water, surface rights, and emerging AI data center trends. Both TPL and LB are shifting from traditional energy royalties to secular growth in water management and potential multi-decade data center cash flows, though execution risk remains.

Sep 04, 2026 03:30 AM • seekingalpha.com
LandBridge: The AI Data Center Thesis Is Real, But The Valuation Is Already Pricing It In

LandBridge: The AI Data Center Thesis Is Real, But The Valuation Is Already Pricing It In

LandBridge Company LLC delivers exceptional margin and growth via its unique land-licensing model in the Permian Basin. Q2 results highlight 41% revenue and EBITDA growth, with EBITDA margins near 90% and robust free cash flow. LB is pursuing data center and power generation projects, including a 2 GW PowerBridge agreement, but revenue realization remains uncertain.

Aug 27, 2026 05:12 AM • seekingalpha.com
LandBridge: My Biggest Investment Ever Is Just Getting Started

LandBridge: My Biggest Investment Ever Is Just Getting Started

LandBridge is my largest holding, driven by its unique Permian Basin land portfolio and strategic positioning for data center and produced water growth. LB's latest quarter confirmed real progress: seven counterparties are in late-stage negotiations for over 10 GW of power/data center projects, with revenue expected before the end of next year. Produced water remains a robust growth engine, with sequential disposal volumes up 15% and pricing expected to reach $0.15 per barrel, supporting EBITDA growth to $360M by 2029.

Aug 16, 2026 03:30 AM • seekingalpha.com

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