Update shared on 21 Nov 2025
Fair value Increased 2.46%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. Issued 2,500,000 Class A common shares at $71 per share (Key Developments)
- Filed a follow-on equity offering for $186.35 million. Planning to offer 2,500,000 Class A common shares at a price of $74.54 per share (Key Developments)
- Entered into an agreement to acquire approximately 37,500 total acres across multiple Texas counties, with closing anticipated in the fourth quarter of 2025. This move is aimed at enhancing infrastructure and alternative energy opportunities (Key Developments)
- Formed a strategic agreement with NRG Energy Inc. for a potential 1,100 MW natural gas power generation facility to support future data center development in Reeves County, Texas (Key Developments)
Valuation Changes
- The Fair Value Price Target has increased from $71.25 to $73.00 per share, indicating a modest upward revision.
- The Discount Rate has risen slightly from 8.64% to 8.79%.
- The Revenue Growth Projection has declined from 27.53% to 24.67%.
- The Net Profit Margin is up significantly from 58.55% to 76.90%.
- The Future Price-to-Earnings (P/E) Ratio has decreased from 14.90x to 10.93x, reflecting higher expected profitability or lower valuation multiples.
Disclaimer
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