LandBridge Company LLC logo LB - LandBridge Company LLC

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY 0
BUY 28
HOLD 23
SELL 1
STRONG
SELL 0
| PRICE TARGET: $86.00 DETAILS
HIGH: $88.00
LOW: $84.00
MEDIAN: $86.00
CONSENSUS: $86.00
DOWNSIDE: 0.61%

Stock News

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
LandBridge Announces Second Quarter 2026 Results

LandBridge Announces Second Quarter 2026 Results

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB; NYSE TX: LB) (the “Company,” or “LandBridge”) today announced its financial and operating results for the second quarter ended June 30, 2026. Second Quarter 2026 Financial Highlights Revenues of $66.8 million, representing an increase of 41% year-over-year and 31% quarter-over-quarter Net income(1) of $31.0 million, representing an increase of 68% year-over-year and 74% quarter-over-quarter Net income margin(1) of 46% Adjusted EBITDA(2.

Aug 05, 2026 12:10 PM • businesswire.com
America's Most Powerful Banker Just Confirmed It: I Want These 5 Stocks, Not The Market

America's Most Powerful Banker Just Confirmed It: I Want These 5 Stocks, Not The Market

I prioritize a TOLL+M investment model—tangible assets, oligopoly advantages, low incremental CapEx, durable cash flows, and macro tailwinds—to build resilient portfolios. Jamie Dimon highlights that even with 2% inflation, 10-year yields should remain above 4.0-4.5% due to risk premiums, supporting my 'run-it-hot' thesis. The S&P 500 prices in a 'good outcome' with little margin of safety; I see greater opportunity in selective stock picking over broad index exposure.

Jul 26, 2026 03:30 AM • seekingalpha.com
LandBridge Schedules Second Quarter Earnings Release and Conference Call

LandBridge Schedules Second 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 second quarter of 2026 after market close on Wednesday, August 5, 2026. LandBridge will host a webcast and conference call to discuss its results on Thursday, August 6, 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.

Jul 13, 2026 01:00 PM • businesswire.com

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