Shared on 18 Jul 26

Fair value Decreased 8.05%

LXU: Carbon Capture Project Will Drive Long Term Earnings Upside

LSB Industries takes full control of its carbon capture project at its El Dorado plant, with a deal that avoids upfront cash and ties spending to key milestones. If it comes online on schedule, it could add a new earnings stream and help sell “low‑carbon” products—though analysts still sound cautious about how smoothly execution plays out.

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Shared on 30 Jun 26

Fair value Increased 34%

LXU: Carbon Capture Project And Higher Future P/E Assumptions Will Support Upside

LSB Industries moves to take full control of its Project Blue carbon-capture plan at its El Dorado site, aiming to turn captured emissions into a new stream of cleaner ammonia while using tax credits to help the economics. Wall Street turns a bit more optimistic, but mixed ratings show investors still want proof the company can execute without missteps.

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Shared on 20 Jan 26

Fair value Increased 2.29%

LXU: Completed Buybacks And Higher Future P/E Assumptions Will Support Upside

Narrative Update on LSB Industries Analysts have lifted their price targets on LSB Industries, with internal fair value moving from $10.90 to $11.15 as they factor in updated assumptions for discount rate, revenue growth, profit margins, and future P/E expectations. Analyst Commentary Recent research updates point to a modestly higher fair value range for LSB Industries, with price targets clustered in the high single digits to low double digits.

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Shared on 06 Jan 26

LXU: Completed Buybacks Will Support Future Upside Potential

Analysts have kept their price target for LSB Industries steady at US$10.90. The small tweaks in discount rate, revenue growth, profit margin and future P/E assumptions reflect refined modeling rather than a change in overall view.

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Shared on 16 Dec 25

LXU: Share Repurchases Will Support Future Upside Potential

Analysts have modestly raised their price target on LSB Industries to align with a fair value estimate of 10.90 dollars, reflecting only minor tweaks to discount rate, revenue growth, profit margin, and future price to earnings assumptions. What's in the News Completed share repurchase of 2,790,918 shares, representing approximately 3.8% of outstanding shares, for a total consideration of 23.42 million dollars under the buyback program announced on May 8, 2023 (Key Developments).

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Shared on 02 Dec 25

Fair value Increased 8.46%

LXU: Improved Profit Margin And Share Buyback Will Drive Value

Analysts have raised their price target for LSB Industries from $10.05 to $10.90, citing improvements in profit margin and a reduced discount rate as key factors, even though revenue growth projections are more cautious. What's in the News The company completed the repurchase of 2,790,918 shares, accounting for 3.8% of the company, for $23.42 million under the previously announced buyback program (Key Developments).

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Shared on 01 May 25

Fair value Increased 2.55%

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Shared on 23 Apr 25

Fair value Decreased 0.20%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 17 Apr 25

Fair value Decreased 4.84%

AnalystConsensusTarget has increased profit margin from 6.8% to 7.5% and decreased future PE multiple from 22.9x to 19.8x.

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Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 02 Apr 25

Fair value Decreased 2.55%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 11 Mar 25

Fair value Increased 11%

AnalystConsensusTarget has decreased revenue growth from 7.9% to 6.3%, decreased profit margin from 7.9% to 6.8% and increased future PE multiple from 18.3x to 23.4x.

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US Corn Trends And Decarbonization Will Define Future

LXU: Carbon Capture Project Will Drive Long Term Earnings Upside

LXU: Carbon Capture Project And Higher Future P/E Assumptions Will Support Upside

LXU: Completed Buybacks And Higher Future P/E Assumptions Will Support Upside

LXU: Completed Buybacks Will Support Future Upside Potential

LXU: Share Repurchases Will Support Future Upside Potential

LXU: Improved Profit Margin And Share Buyback Will Drive Value

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