LandBridge (LB) Hisse Özeti
LandBridge Company LLC, iştirakleriyle birlikte, Amerika Birleşik Devletleri'nde petrol ve doğal gaz gelişimini desteklemek ve geliştirmek için arazi ve kaynaklara sahiptir ve bunları yönetmektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 1/6 |
| Gelecekteki Büyüme | 4/6 |
| Geçmiş Performans | 3/6 |
| Finansal Sağlık | 3/6 |
| Temettüler | 2/6 |
LB Community Fair Values
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Analyst Price Targets
LandBridge Company LLC Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$66.07 |
| 52 Haftanın En Yüksek Seviyesi | US$87.60 |
| 52 Haftanın En Düşük Seviyesi | US$43.75 |
| Beta | 0 |
| 1 Aylık Değişim | -0.15% |
| 3 Aylık Değişim | 14.98% |
| 1 Yıllık Değişim | -15.77% |
| 3 Yıllık Değişim | n/a |
| 5 Yıllık Değişim | n/a |
| Halka arzdan bu yana değişim | 185.40% |
Son Haberler & Güncellemeler
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).
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.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).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).Recent updates
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).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.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).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).LandBridge: The Permian's Best Kept Secret
Mar 11LB: 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).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).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.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).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.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.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.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.LandBridge Company LLC's (NYSE:LB) 40% Jump Shows Its Popularity With Investors
Nov 15
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.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.Does LandBridge (NYSE:LB) Have A Healthy Balance Sheet?
Jul 02Permian 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.Is LandBridge Company LLC (NYSE:LB) Worth US$69.1 Based On Its Intrinsic Value?
May 09LandBridge: A High-Quality Long-Term Investment Choice
Apr 06LandBridge: Why I'm Convinced It's The Opportunity Of A Lifetime
Mar 10LandBridge: Experienced Management Creating Shareholder Value
Mar 03LandBridge: A Serious Long- Term Investment
Feb 01LandBridge: 2 Key Reasons To Load Up On The Next Dip
Jan 21LandBridge Has Good Growth Prospects But Comes At A High Price
Dec 27LandBridge: Not Buying The Data Center Hype (Rating Downgrade)
Dec 15I Couldn't Be More Bullish On LandBridge If I Tried
Nov 08LandBridge: Overvalued As Permian Oil Development Slows
Oct 21Why LandBridge Is My Top Pick
Oct 14LandBridge Could Be A Once-In-A-Generation Investment
Aug 10Betting Big On A Tiny Texan - Why I Just Bought LandBridge
Jul 05Hissedar Getirileri
| LB | US Real Estate | US Pazar | |
|---|---|---|---|
| 7D | -3.3% | -3.2% | 0.8% |
| 1Y | -15.8% | -9.2% | 27.7% |
Getiri vs. Endüstri: LB geçen yıl % -9.2 oranında getiri sağlayan US Real Estate sektörünün gerisinde kaldı.
Getiri vs Piyasa: LB geçen yıl % 27.7 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| LB volatility | |
|---|---|
| LB Average Weekly Movement | 8.7% |
| Real Estate Industry Average Movement | 8.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.3% |
İstikrarlı Hisse Senedi Fiyatı: LB son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: LB 'nin haftalık oynaklığı ( 9% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2021 | n/a | Jason Long | www.landbridgeco.com |
LandBridge Company LLC, bağlı ortaklıklarıyla birlikte, Amerika Birleşik Devletleri'nde petrol ve doğal gaz gelişimini desteklemek ve geliştirmek için arazi ve kaynaklara sahiptir ve bunları yönetmektedir. Teksas ve New Mexico'daki Delaware Havzası içinde ve çevresinde yüzey arazilerine sahiptir. Şirket, petrol ve doğal gaz telif hakları portföyüne sahiptir.
LandBridge Company LLC Temel Bilgiler Özeti
| LB temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$5.30b |
| Kazançlar(TTM) | US$29.38m |
| Gelir(TTM) | US$199.09m |
62.6x
F/K Oranı9.2x
P/S OranıLB aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| LB gelir tablosu (TTM) | |
|---|---|
| Gelir | US$199.09m |
| Gelir Maliyeti | US$2.03m |
| Brüt Kâr | US$197.07m |
| Diğer Giderler | US$167.69m |
| Kazançlar | US$29.38m |
Son Raporlanan Kazançlar
Dec 31, 2025
Sonraki Kazanç Tarihi
May 06, 2026
| Hisse başına kazanç (EPS) | 1.06 |
| Brüt Marj | 98.98% |
| Net Kâr Marjı | 14.75% |
| Borç/Özkaynak Oranı | 70.6% |
LB uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
0.7%
Mevcut Temettü Verimi34%
Ödeme OranıŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/01 18:11 |
| Gün Sonu Hisse Fiyatı | 2026/05/01 00:00 |
| Kazançlar | 2025/12/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
LandBridge Company LLC 9 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Theresa Chen | Barclays |
| Spiro Dounis | Citigroup Inc |
| John Mackay | Goldman Sachs |