LandBridge 향후 성장
Future 기준 점검 5/6
LandBridge (는) 각각 연간 51% 및 20.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 33.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 19.9% 로 예상됩니다.
핵심 정보
51.0%
이익 성장률
33.30%
EPS 성장률
| Real Estate 이익 성장 | 27.0% |
| 매출 성장률 | 20.3% |
| 향후 자기자본이익률 | 19.93% |
| 애널리스트 커버리지 | Low |
| 마지막 업데이트 | 22 May 2026 |
최근 향후 성장 업데이트
Recent updates
분석 기사 • 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
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...새로운 내러티브 • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 Alpha이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 361 | 213 | 287 | 291 | 3 |
| 12/31/2027 | 306 | 172 | 213 | 225 | 5 |
| 12/31/2026 | 246 | 109 | 167 | 181 | 5 |
| 3/31/2026 | 206 | 32 | 147 | 151 | N/A |
| 12/31/2025 | 199 | 29 | 122 | 126 | N/A |
| 9/30/2025 | 179 | 24 | 112 | 115 | N/A |
| 6/30/2025 | 156 | 65 | 86 | 88 | N/A |
| 3/31/2025 | 135 | 0 | 65 | 66 | N/A |
| 12/31/2024 | 110 | 5 | 67 | 68 | N/A |
| 9/30/2024 | 91 | 5 | 52 | 53 | N/A |
| 6/30/2024 | 80 | 19 | 61 | 62 | N/A |
| 3/31/2024 | 76 | 75 | 57 | 58 | N/A |
| 12/31/2023 | 73 | 63 | 50 | 53 | N/A |
| 9/30/2023 | 72 | 63 | 49 | 52 | N/A |
| 12/31/2022 | 52 | -6 | 17 | 21 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: LB 의 연간 예상 수익 증가율(51%)이 saving rate(3.5%)보다 높습니다.
수익 vs 시장: LB 의 연간 수익(51%)이 US 시장(16.8%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: LB 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: LB 의 수익(연간 20.3%)이 US 시장(연간 11.7%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: LB 의 수익(연간 20.3%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: LB의 자본 수익률은 3년 후 19.9%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/22 11:36 |
| 종가 | 2026/05/22 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
LandBridge Company LLC는 9명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Theresa Chen | Barclays |
| Spiro Dounis | Citigroup Inc |
| John Mackay | Goldman Sachs |