LandBridge Company LLC

Report azionario NYSE:LB

Capitalizzazione di mercato: US$5.9b

LandBridge Crescita futura

Criteri Future verificati 5/6

LandBridge prevede che gli utili e i ricavi cresceranno rispettivamente di 51% e 20.3% all'anno. Si prevede che l'EPS crescerà di 33.3% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 19.9% in 3 anni.

Informazioni chiave

51.0%

Tasso di crescita degli utili

33.30%

Tasso di crescita dell'EPS

Real Estate crescita degli utili27.0%
Tasso di crescita dei ricavi20.3%
Rendimento futuro del capitale proprio19.93%
Copertura analitica

Low

Ultimo aggiornamento22 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Articolo di analisi • May 14

LandBridge's (NYSE:LB) Earnings May Just Be The Starting Point

LandBridge Company LLC ( NYSE:LB ) just reported healthy earnings but the stock price didn't move much. We think that...
Seeking Alpha • May 08

LandBridge: Valuation, Fundamentals Bridge The Gap Between Target And Current Price

Summary LandBridge maintains robust growth and margins through strategic surface acreage acquisitions and a low-cost, diversified business model. Q1 2026 revenue rose 16% YoY to $51M, with operating margin expanding to 57.4%, demonstrating strong operational leverage despite increased expenses. LB's royalty-based model and expanding surface acreage position it to benefit from higher oil prices and potential demand influx in the US energy sector. I reiterate my buy rating, citing reasonable valuation (TP $74.42), solid liquidity, moderate leverage, and multiple buying opportunities despite cautious technicals. Read the full article on Seeking Alpha
Aggiornamento della narrazione • Apr 30

LB: Power Campus Agreement And Capital Returns Will Support Future Upside Potential

Analysts have raised their price target on LandBridge from $90.00 to $98.00, citing updated assumptions for revenue growth, profit margin, discount rate and future P/E that refine their view of the company’s earnings power and risk profile. What's in the News LandBridge entered into a lease development agreement with PowerBridge for the option to lease up to roughly 3,400 acres in Reeves County, Texas, for a giga scale data center campus with up to 2 GW of initial co located power generation under development, including rights to pursue entitlements and long term leasing for the Alpha Digital Campus (Key Developments).
Aggiornamento della narrazione • Apr 15

LB: Data Center Lease And Capital Returns Will Support Long Term Outlook

Analysts have revised their price target on LandBridge to $80.43. The change reflects updated assumptions for discount rate, revenue growth, profit margin, and future P/E, while leaving the overall fair value estimate effectively unchanged at $80.43.
Aggiornamento della narrazione • Apr 01

LB: Capital Returns And Higher Future P/E Will Support Long Term Outlook

Analysts now point to a higher LandBridge price target of about $80, up from $76, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News On February 25, 2026, the Board of Directors authorized a share repurchase plan allowing LandBridge Company LLC to buy back its own equity (Key Developments).
Aggiornamento della narrazione • Mar 18

LB: Buyback And Dividend Actions Will Support Long-Term Margin Expansion Potential

Analysts have updated their view on LandBridge, raising the price target to $90.00 as they factor in revised assumptions for discount rate, revenue growth, profit margins and future P/E, which they consider to better reflect the current balance between risk and return. What's in the News The Board of Directors authorized a share buyback plan on February 25, 2026, indicating approval for repurchases at the corporate level (Key Developments).
Aggiornamento della narrazione • Mar 03

LB: Energy Storage Deals And Capital Returns Will Support Balanced Long Term Outlook

Analysts have nudged their fair value estimate for LandBridge up from $73 to $76, citing updated assumptions around discount rates, revenue growth, profit margins, and the stock's future P/E multiple. What's in the News On February 25, 2026, the board authorized a share buyback plan for LandBridge Company LLC, allowing repurchases of Class A shares under an approved program (Key Developments).
Aggiornamento della narrazione • Feb 17

LB: New Texas Energy Storage Projects Will Support Long Term Upside

Analysts have trimmed their price target on LandBridge from $74.25 to $73.00 as they recalibrate fair value, discount rate, revenue growth, profit margin and forward P/E assumptions in light of recent model updates. What's in the News LandBridge is holding an Analyst/Investor Day, giving management a platform to update investors on its business model, project pipeline, and capital priorities (Key Developments).
Aggiornamento della narrazione • Feb 03

LB: New Energy Storage Projects Will Support Long-Term Margin Expansion Potential

Analysts have adjusted their price target on LandBridge, citing slightly revised assumptions around the discount rate, revenue growth, profit margin, and future P/E. Together, these factors refine their valuation outlook without changing the underlying fair value estimate of $90.00.
Aggiornamento della narrazione • Jan 20

LB: New Texas Storage Projects And Equity Raise Will Support Future Upside

Analysts have nudged their price target on LandBridge slightly higher to $74.25, reflecting fine tuned assumptions around discount rates, revenue growth, profit margins, and future P/E that keep their estimated fair value effectively unchanged. What's in the News Entered development agreements with Samsung C&T Renewables subsidiaries for options to lease acreage in Pecos and Loving counties, Texas, for two potential Battery Energy Storage System projects with a combined capacity of 350 MW, focused on grid stability and renewable integration (Key Developments).
Aggiornamento della narrazione • Jan 06

LB: New Texas Energy Storage Projects Will Support Future Upside Potential

Analysts have nudged their price target on LandBridge slightly lower to $74.25 from $74.50, reflecting small refinements to fair value, discount rate and future P/E inputs while keeping core growth and margin expectations essentially unchanged. What's in the News LandBridge entered development agreements with subsidiaries of Samsung C&T Renewables, LLC for the option to lease acreage in Pecos and Loving counties, Texas, for two potential Battery Energy Storage System projects with a combined capacity of 350 MW.
Aggiornamento della narrazione • Dec 19

LB: Long-Term Margin Expansion Will Support Attractive Upside Potential

Analysts have raised their price target on LandBridge by 5 percent to 90 dollars. They cite expectations of structurally higher long term profit margins and a more reasonable forward valuation multiple, even as they temper revenue growth assumptions and apply a slightly higher discount rate.
Aggiornamento della narrazione • Dec 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.
Aggiornamento della narrazione • Nov 21

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.
Articolo di analisi • Nov 15

LandBridge Company LLC's (NYSE:LB) 40% Jump Shows Its Popularity With Investors

LandBridge Company LLC ( NYSE:LB ) shareholders have had their patience rewarded with a 40% share price jump in the...
Aggiornamento della narrazione • Oct 13

Sunbelt Urbanization And Permian Expansion Will Create Future Value

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.
Aggiornamento della narrazione • Aug 27

Sunbelt Urbanization And Permian Expansion Will Create Future Value

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.
Articolo di analisi • Jul 02

Does LandBridge (NYSE:LB) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
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Nuova narrazione • Jun 29

Permian Infrastructure Projects And Renewables Will Unlock New Horizons

Premium-positioned acreage and asset-light operations drive sustained revenue growth, strong margins, and cash flow, enabling expansion and capital return flexibility.
Seeking Alpha • Apr 06

LandBridge: A High-Quality Long-Term Investment Choice

Summary LandBridge's distinctive business model combined with its solid financial position and rising upward trend makes it an attractive "BUY" opportunity for medium- to long-term investors. LB stock's short-term price volatility and poor dividend policy do not diminish its long-term investment potential. LandBridge has a solid financial position with some extraordinary margins and growth potential. The recent market pullback offers a strategic entry point, with potential for a +50% rebound targeting the $100 zone. Read the full article on Seeking Alpha
Seeking Alpha • Mar 10

LandBridge: Why I'm Convinced It's The Opportunity Of A Lifetime

Summary LandBridge, a unique landowner in the Permian Basin, offers diversified revenue streams from water, energy, and commercial developments, poised for significant long-term growth. The company's 4Q24 earnings show strong EBITDA growth, high free cash flow margins, and promising developments like the AI data center deal. Despite short-term volatility, I remain bullish on LandBridge's potential to generate perpetual, high-margin cash flows, making it my second-biggest investment. Risks include energy market downturns, execution risks in commercial ventures, and regulatory challenges, but I embrace the volatility for potential outsized returns. Read the full article on Seeking Alpha
Seeking Alpha • Mar 03

LandBridge: Experienced Management Creating Shareholder Value

Summary Strong management team with extensive industry experience and a proven track record in creating shareholder value through acquisitions. Compared to Texas Pacific Land, LandBridge has a lower valuation multiple, higher revenue growth, and greater opportunities ahead. LandBridge, with an asset-light model and diverse revenue streams, offers a compelling investment opportunity with less sensitivity to energy prices compared to Texas Pacific Land. I expect the company to generate $153M in FCF during 2025 and a 26% share price increase. Read the full article on Seeking Alpha
Seeking Alpha • Feb 01

LandBridge: A Serious Long- Term Investment

Summary The stock of LandBridge is moving in a strong upward trend for several months. After its recent IPO, the stock has gained 300% in the first seven months of trading, even after the January 27th sell-off following DeepSeek’s announcement. The heavy liquidations led the stock to a lower valuation, with a 23% decline from its January 2025 peak. The Company’s strong growth potential and excellent cash flow position make it a highly attractive investment opportunity. Read the full article on Seeking Alpha
Seeking Alpha • Jan 21

LandBridge: 2 Key Reasons To Load Up On The Next Dip

Summary LandBridge Company LLC has significant holdings in the Permian Basin, and company revenues appear set to grow dramatically due to increased economic activity in the region. LB enjoys an incredibly high-margin business model, which could produce significant returns for shareholders over the long run. The valuation appears stretched, which presents a risk to investors. Waiting for shares to 'come back in' a bit could go a long way towards compensating for the execution risks. We're looking for a 'dip' into the $50 per share range as our 'buyable zone'. For now, we rate LB a 'Hold'. Read the full article on Seeking Alpha
Seeking Alpha • Dec 27

LandBridge Has Good Growth Prospects But Comes At A High Price

Summary LandBridge Company LLC trades at a high premium at 67.86x EV/aEBITDA compared to Texas Pacific Land despite TPL's superior margins and similar business outlook in digital infrastructure. LB's recent IPO and strong asset placement in West Texas and New Mexico offer high growth potential for local power generation for the growing data center footprint. TPL's diversified land use and higher adjusted EBITDA margin make it a more appealing investment relative to LB, which faces potential mean reversion. Read the full article on Seeking Alpha
Seeking Alpha • Dec 15

LandBridge: Not Buying The Data Center Hype (Rating Downgrade)

Summary LandBridge has surged over 250% since its IPO but faces valuation concerns now that its EV-per-acre is nearly 4X above its land acquisition cost per acre. The recent 25% drop and 8% short interest suggest potential downside risks, influenced by lock-up expiration and low oil CapEx budgeting for 2025. LandBridge's recent acquisition is accretive, but more similar transactions are likely necessary to justify its current valuation. Oil is too cheap today to encourage significant Permian basin oil development, potentially upsetting LB's royalties and water and mineral resource sales to oil well developers. I am skeptical of LandBridge's data center opportunities because data centers require fewer resources and land than oil wells, have long development timelines, and have geographical issues that may limit data center growth in rural oil-producing areas. Read the full article on Seeking Alpha
Seeking Alpha • Nov 08

I Couldn't Be More Bullish On LandBridge If I Tried

Summary LandBridge's diversified revenue streams and high-margin business model, including royalties from oil, gas, and water, make it a cornerstone in my portfolio. The company reported a 62% rise in EBITDA, initiated its first dividend, and provided its first guidance, showcasing robust growth potential. Prime land in the Permian Basin and new ventures in data centers and renewable energy bolster LandBridge's long-term shareholder value. I maintain a Strong Buy rating on LB stock due to LandBridge's exceptional capital allocation and multi-layered growth strategy. Read the full article on Seeking Alpha
Seeking Alpha • Oct 21

LandBridge: Overvalued As Permian Oil Development Slows

Summary LandBridge LLC offers exposure to land royalties, focusing on water and resource sales, but is heavily tied to oil and gas development. After a 200% stock surge, LandBridge's valuation appears high given Permian Basin oil and gas development activity is slowing. Compared to Texas Pacific Land Corp, LandBridge is undervalued on "P/E" but similarly on enterprise value per acre owned. I remain neutral on LB, seeing it as being on the high end of its fair valuation range but slightly undervalued to TPL. I remain curious regarding alternative income sources, but I am skeptical that LandBridge will earn substantial revenue from data centers, Bitcoin mining, etc. Read the full article on Seeking Alpha
Seeking Alpha • Oct 14

Why LandBridge Is My Top Pick

Summary LandBridge's unique land ownership in the Permian Basin, including surface, water, and mineral rights, positions it for significant long-term growth opportunities. The company's diversified revenue streams, including royalties from oil, gas, water, and potential data centers, offer high margins and robust profitability. Advanced drilling technologies and new pipelines enhance the Permian's output, bolstering LandBridge's bullish outlook despite its volatility. With a potential market cap of $9.6 billion, I see room for a 150-200% stock increase over the next 4-6 years. Read the full article on Seeking Alpha
Seeking Alpha • Aug 10

LandBridge Could Be A Once-In-A-Generation Investment

Summary LandBridge Company LLC is a young, rapidly growing landowner in the Permian Basin, positioned similarly to Texas Pacific Land, with diverse revenue streams. LB's unique business model allows it to profit from various operations on its land, including oil, gas, water, and industrial activities, without significant capital expenditure. Despite being new, LB shows strong financials, high margins, and promising growth potential, making it one of my top picks in my dividend growth portfolio. Read the full article on Seeking Alpha
Seeking Alpha • Jul 05

Betting Big On A Tiny Texan - Why I Just Bought LandBridge

Summary I broke my rules and invested heavily in LandBridge, a young company with prime land in the Permian Basin, essential for water infrastructure and energy projects. LandBridge's strong partnerships and diversified revenue streams, including surface-use royalties and resource sales, position it for substantial growth and high margins. Despite risks like limited history and no dividends, I see LandBridge as a high-reward investment with immense long-term potential, similar to Texas Pacific Land. Read the full article on Seeking Alpha

Previsioni di crescita degli utili e dei ricavi

NYSE:LB - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20283612132872913
12/31/20273061722132255
12/31/20262461091671815
3/31/202620632147151N/A
12/31/202519929122126N/A
9/30/202517924112115N/A
6/30/2025156658688N/A
3/31/202513506566N/A
12/31/202411056768N/A
9/30/20249155253N/A
6/30/202480196162N/A
3/31/202476755758N/A
12/31/202373635053N/A
9/30/202372634952N/A
12/31/202252-61721N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di LB ( 51% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di LB ( 51% all'anno) cresceranno più rapidamente del mercato US ( 16.8% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di LB cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di LB ( 20.3% all'anno) crescerà più rapidamente del mercato US ( 11.7% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di LB ( 20.3% all'anno) crescerà più rapidamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di LB sarà basso tra 3 anni ( 19.9 %).

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/22 15:35
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

LandBridge Company LLC è coperta da 9 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Theresa ChenBarclays
Spiro DounisCitigroup Inc
John MackayGoldman Sachs