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Sunbelt Urbanization And Permian Expansion Will Create Future Value

Published
29 Jun 25
Updated
13 Oct 25
AnalystConsensusTarget's Fair Value
US$71.25
16.4% undervalued intrinsic discount
13 Oct
US$59.53
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1Y
14.0%
7D
10.2%

Author's Valuation

US$71.2516.4% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on13 Oct 25
Fair value Increased 2.62%

Analysts have raised their price target for LandBridge from $69.43 to $71.25 per share. They cite incremental improvements in revenue growth and profit margin forecasts as key factors supporting this upward revision.

Shared on27 Aug 25
Fair value Decreased 8.47%

LandBridge’s consensus price target has been revised downward primarily due to a substantial decline in its forward P/E ratio and a contraction in net profit margin, resulting in a new fair value estimate of $72.38. What's in the News LandBridge signed a 10-year agreement with Devon Energy to provide 300,000 bpd of pore space capacity for operations in the New Mexico Delaware Basin.