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LXU logo

LSB Industries, Inc. Stock Price

NYSE:LXU Community·US$768.2m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 8 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

LXU Share Price Performance

US$11.18
2.77 (32.94%)
​
US$13.70
Fair Value
US$11.18
2.77 (32.94%)
18.4% undervalued intrinsic discount
US$13.70
Fair Value
Price US$11.18
AnalystConsensusTarget US$13.70
AnalystHighTarget US$18.00
AnalystLowTarget US$11.00
Sat, 18 Jul 26
Fair ValueUS$13.70
Share Pricen/a

LXU Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$13.7 18.4% undervalued intrinsic discount

US Corn Trends And Decarbonization Will Define Future

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2users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$18 37.9% undervalued intrinsic discount

Low-carbon Ammonia Advances Will Spark Global Agricultural Demand

0users have liked this narrative
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0users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$11 1.6% overvalued intrinsic discount

High Gas Costs And Limited Diversification Will Shadow Future Upside

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
LXU logo
LSB Industries
18.4% undervalued intrinsic discount

US Corn Trends And Decarbonization Will Define Future

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 18 Jul
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LXU logo
LSB Industries
1.6% overvalued intrinsic discount

High Gas Costs And Limited Diversification Will Shadow Future Upside

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AN
AnalystLowTarget
AnalystLowTarget
Updated 16 Jun
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LXU logo
LSB Industries
37.9% undervalued intrinsic discount

Low-carbon Ammonia Advances Will Spark Global Agricultural Demand

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AN
AnalystHighTarget
AnalystHighTarget
Updated 16 Apr
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Trending Discussion

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Recently Updated Narratives

AN
AnalystConsensusTarget
LXU logo

LXU: Carbon Capture Project Will Drive Long Term Earnings Upside

Fair Value: US$13.7 18.4% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
AnalystLowTarget
LXU logo

LXU: CCS Project And Litigation Resolution Will Define Balanced Stock Outlook

Fair Value: US$11 1.6% overvalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
LXU logo

LXU: Tighter Fertilizer Supply Will Support Stronger Future Pricing Power

Fair Value: US$18 37.9% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
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Snowflake Analysis

Fair value with acceptable track record.

1 Risk
3 Rewards
View Full Analysis

LSB Industries, Inc. Key Details

US$658.1m

Revenue

US$544.1m

Cost of Revenue

US$114.0m

Gross Profit

US$77.3m

Other Expenses

US$36.7m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
0.51
17.32%
5.58%
81.4%
View Full Analysis

About LXU

Founded
1968
Employees
513
CEO
Mark Behrman
WebsiteView website
www.lsbindustries.com

LSB Industries, Inc. manufactures, markets, and sells chemical products in the United States. The company offers ammonia and urea ammonia nitrate for agricultural applications. It also provides high purity and commercial grade ammonia, high purity ammonium nitrate, sulfuric acids, concentrated, blended and regular nitric acid, mixed nitrating acids, carbon dioxide, industrial grade ammonium nitrate, and ammonium nitrate for industrial applications. It sells its products to farmers, ranchers, fertilizer dealers, and distributors primarily in the ranch land and grain production markets, as well as industrial users of acids and explosive manufacturers. LSB Industries, Inc. was founded in 1968 and is headquartered in Oklahoma City, Oklahoma.

Recent LXU News & Updates

Seeking Alpha • Aug 17

LSB Industries: Why Cost Advantage Makes It A Buy

Summary LSB Industries is rated Buy with a $13.50 target, leveraging a structural U.S. natural gas cost advantage over European peers. Operational efficiency gains, particularly at the El Dorado plant, and a flexible product mix support margin expansion and resilience against agricultural price swings. The carbon capture project is expected to generate $25–30 million in annual cash flow by 2027, with regulatory and execution risks to monitor. Current valuation at 4.7x EV/EBITDA appears discounted, with upside if production rates and fertilizer prices remain robust post-maintenance. Read the full article on Seeking Alpha

Recent updates

No updates

LSB Industries, Inc. Competitors

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Market cap: US$3.0b
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Symbol: NYSE:KWR
Market cap: US$2.9b
View more competitors

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