LXU Share Price Performance
US$12.75
5.70 (80.85%)
30.8% overvalued intrinsic discount
US$9.75
Fair Value
Price US$12.75
AnalystLowTarget US$9.75
AnalystConsensusTarget US$11.15
AnalystHighTarget US$15.00
Fair ValueUS$9.75
Share Pricen/a
LSB Industries, Inc. Stock Price
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- 6 Fair Values set on narratives written by author
LXU Community Narratives
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Fair Value US$9.75 30.8% overvalued intrinsic discount
High Gas Costs And Limited Diversification Will Shadow Future Upside
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Fair Value US$11.15 14.3% overvalued intrinsic discount
US Corn Trends And Decarbonization Will Define Future
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Fair Value US$15 15.0% undervalued intrinsic discount
Low-carbon Ammonia Advances Will Spark Global Agricultural Demand
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High Gas Costs And Limited Diversification Will Shadow Future Upside
Key Takeaways Reliance on conventional nitrogen fertilizers and natural gas exposes LSB to market, regulatory, and commodity risks, threatening long-term revenue and margin stability. Investments in clean ammonia and efficiency offer growth avenues, but market shifts and limited diversification may hinder sustained profitability and resilience.Read more
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US$9.75
30.8% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
0.28% p.a.
Profit Margin
6.56%
Future PE
21.7x
Price in 2029
US$12.3
US Corn Trends And Decarbonization Will Define Future
Key Takeaways Expanding into higher-margin industrial and decarbonized products, while investing in efficiency, is driving margin and earnings growth. Greater focus on long-term contracts and disciplined financial management is stabilizing earnings and supporting future expansion.Read more
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US$11.15
14.3% overvalued intrinsic discount
AnalystConsensusTarget's Fair Value
Profit Margin
6.6%
Future PE
25.8x
Price in 2029
US$14.32
Low-carbon Ammonia Advances Will Spark Global Agricultural Demand
Key Takeaways Rising demand, cost-plus contracts, and advances in low-carbon ammonia position the company for higher, more stable margins and increased pricing power in core markets. Operational efficiencies, debt reduction, and strong liquidity could enable significant shareholder returns through enhanced cash flow and potential buybacks or dividends.Read more
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US$15
15.0% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Profit Margin
8.7%
Future PE
24.95x
Price in 2028
US$19.23
Trending Discussion
Recently Updated Narratives
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LXU: Future Returns Will Depend On Execution Of 2026 Turnaround Plans
Fair Value: US$9.75 30.8% overvalued intrinsic discount
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LXU: Completed Buybacks And Higher Future P/E Assumptions Will Support Upside
Fair Value: US$11.15 14.3% overvalued intrinsic discount
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Low-carbon Ammonia Advances Will Spark Global Agricultural Demand
Fair Value: US$15 15.0% undervalued intrinsic discount
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Snowflake Analysis
LSB Industries, Inc. Key Details
About LXU
- Founded
- 1968
- Employees
- 513
- CEO
- WebsiteView website
LSB Industries, Inc. manufactures, markets, and sells chemical products in the United States. The company offers ammonia and urea ammonia nitrate for agricultural applications. It also provides high purity and commercial grade ammonia, high purity ammonium nitrate, sulfuric acids, concentrated, blended and regular nitric acid, mixed nitrating acids, carbon dioxide, industrial grade ammonium nitrate, and ammonium nitrate for industrial applications. It sells its products to farmers, ranchers, fertilizer dealers, and distributors primarily in the ranch land and grain production markets, as well as industrial users of acids and explosive manufacturers. LSB Industries, Inc. was founded in 1968 and is headquartered in Oklahoma City, Oklahoma.
