Sunbelt Urbanization And Permian Expansion Will Create Future Value

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

29 Jun 25

Updated

05 Dec 25

Views

168

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AnalystConsensusTarget's Fair Value

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1Y

-11.6%

7D

-9.1%

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1Y

-11.6%

7D

-9.1%

You can edit this narrative until Dec 6 6:05 PM. Then, changes will post as Updates.

Author's Valuation

US$74.529.8% undervalued

AnalystConsensusTarget Fair Value

Shared on 05 Dec 25

Fair value Increased 2.05%

LB: Expanded Texas Acreage And Data Center Plan Will Drive Future Upside

Analysts have nudged their price target on LandBridge higher from 73 dollars to 74.50 dollars, citing slightly faster expected revenue growth, modestly stronger profit margins, and a marginally lower future P E multiple. Together, these factors support a higher fair value despite a small uptick in the discount rate.

Shared on 21 Nov 25

Fair value Increased 2.46%

LB: Margin Expansion And New Texas Asset Deal Will Drive Future Upside

Analysts have raised LandBridge's fair value price target from $71.25 to $73.00, based on updated estimates on profitability and valuation metrics. What's in the News Completed a follow-on equity offering totaling $177.5 million.

Shared on 13 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 on 27 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.