LB Share Price Performance
US$55.21
-5.02 (-8.33%)
15.1% undervalued intrinsic discount
US$65.00
Fair Value
Price US$55.21
AnalystLowTarget US$65.00
AnalystHighTarget US$93.00
AnalystConsensusTarget US$74.50
Fair ValueUS$55.00
Share Pricen/a
LandBridge Company LLC Stock Price
- 3 Narratives written by author
- 1 Comments on narratives written by author
- 32 Fair Values set on narratives written by author
LB Community Narratives
AN
Fair Value US$55 0.4% overvalued intrinsic discount
Permian Concentration Will Strain Performance Though Opportunity Emerges
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Fair Value US$86 35.8% undervalued intrinsic discount
Global Energy Demand Will Fuel Permian Infrastructure Expansion
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Fair Value US$74.5 25.9% undervalued intrinsic discount
Sunbelt Urbanization And Permian Expansion Will Create Future Value
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Sunbelt Urbanization And Permian Expansion Will Create Future Value
Key Takeaways Rapid urbanization and energy expansion in key regions drive rising land values, recurring revenues, and predictable earnings, underpinning strong long-term growth prospects. Diversification into renewables and digital infrastructure, alongside a capital-light, fee-based model, enhances cash flow stability and reduces earnings volatility.Read more
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AN
US$74.5
25.9% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
25.72% p.a.
Profit Margin
78.52%
Future PE
10.7x
Price in 2028
US$96.13
Global Energy Demand Will Fuel Permian Infrastructure Expansion
Key Takeaways Unique positioning in surface acreage, water handling, and early-mover partnerships enables LandBridge to capture accelerating recurring revenue and command significant market share. Asset-light model, robust liquidity, and regulatory tailwinds support long-term free cash flow growth, enhanced pricing power, and strong returns on incremental capital.Read more
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US$86
35.8% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
32.43% p.a.
Profit Margin
53.42%
Future PE
52.75x
Price in 2028
US$329.9
Permian Concentration Will Strain Performance Though Opportunity Emerges
Key Takeaways Heavy reliance on the Permian Basin and sector concentration expose LandBridge to regulatory shifts, decarbonization trends, and potential downturns in industrial activity. Expansion into renewables and digital infrastructure faces slow customer adoption and delayed earnings, risking uneven revenue and asset impairments if development lags.Read more
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US$55
0.4% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
23.69% p.a.
Profit Margin
62.92%
Future PE
35.09x
Price in 2028
US$210.61
Trending Discussion
Recently Updated Narratives
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LB: Expanded Texas Acreage And Data Center Plan Will Drive Future Upside
Fair Value: US$74.5 25.9% undervalued intrinsic discount
12 followersusers have followed this narrative
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
AN
Permian Concentration Will Strain Performance Though Opportunity Emerges
Fair Value: US$55 0.4% overvalued intrinsic discount
2 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Global Energy Demand Will Fuel Permian Infrastructure Expansion
Fair Value: US$86 35.8% undervalued intrinsic discount
2 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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Snowflake Analysis
LandBridge Company LLC Key Details
About LB
- Founded
- 2021
- Employees
- 4
- CEO
- WebsiteView website
LandBridge Company LLC, together with its subsidiaries, owns and manages land and resources to support and enhance oil and natural gas development in the United States. It owns surface acres in and around the Delaware Basin in Texas and New Mexico. The company holds a portfolio of oil and gas royalties. It sells brackish water and other surface composite materials. The company was founded in 2021 and is based in Houston, Texas. LandBridge Company LLC operates as a subsidiary of LandBridge Holdings LLC.
