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 | 3/6 |
| Gelecekteki Büyüme | 6/6 |
| Geçmiş Performans | 4/6 |
| Finansal Sağlık | 3/6 |
| Temettüler | 0/6 |
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$87.03 |
| 52 Haftanın En Yüksek Seviyesi | US$88.00 |
| 52 Haftanın En Düşük Seviyesi | US$43.75 |
| Beta | 0.074 |
| 1 Aylık Değişim | 13.66% |
| 3 Aylık Değişim | 10.68% |
| 1 Yıllık Değişim | 64.05% |
| 3 Yıllık Değişim | n/a |
| 5 Yıllık Değişim | n/a |
| Halka arzdan bu yana değişim | 275.94% |
Son Haberler & Güncellemeler
Seeking Alpha • Aug 16
LandBridge: My Biggest Investment Ever Is Just Getting Started
Summary LandBridge is my largest holding, driven by its unique Permian Basin land portfolio and strategic positioning for data center and produced water growth. LB's latest quarter confirmed real progress: seven counterparties are in late-stage negotiations for over 10 GW of power/data center projects, with revenue expected before the end of next year. Produced water remains a robust growth engine, with sequential disposal volumes up 15% and pricing expected to reach $0.15 per barrel, supporting EBITDA growth to $360M by 2029. I maintain a Strong Buy rating and a $120–$130 near-term price target, with further upside if data center and commercial tailwinds materialize. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Aug 07
LB: Power And Digital Infrastructure And Capital Returns Will Support Long Term Outlook
Analysts have raised their price target on LandBridge to $83.57 from $80.43 as they incorporate updated assumptions regarding revenue growth, profit margins, and a lower future P/E multiple. What’s in the News for LandBridge LandBridge reported record second quarter 2026 revenue and described overall financial results for the quarter ended June 30, 2026, as strong.Recent updates
Seeking Alpha • Aug 16
LandBridge: My Biggest Investment Ever Is Just Getting Started
Summary LandBridge is my largest holding, driven by its unique Permian Basin land portfolio and strategic positioning for data center and produced water growth. LB's latest quarter confirmed real progress: seven counterparties are in late-stage negotiations for over 10 GW of power/data center projects, with revenue expected before the end of next year. Produced water remains a robust growth engine, with sequential disposal volumes up 15% and pricing expected to reach $0.15 per barrel, supporting EBITDA growth to $360M by 2029. I maintain a Strong Buy rating and a $120–$130 near-term price target, with further upside if data center and commercial tailwinds materialize. Read the full article on Seeking AlphaAnlatı Güncellemesi • Aug 07
LB: Power And Digital Infrastructure And Capital Returns Will Support Long Term Outlook
Analysts have raised their price target on LandBridge to $83.57 from $80.43 as they incorporate updated assumptions regarding revenue growth, profit margins, and a lower future P/E multiple. What’s in the News for LandBridge LandBridge reported record second quarter 2026 revenue and described overall financial results for the quarter ended June 30, 2026, as strong.
Anlatı Güncellemesi • Jun 22
LB: Data Center Campus And Surface Royalties Will Support Balanced Risk Profile
Analysts have maintained their $66.00 price target for LandBridge, citing updated assumptions on the discount rate, revenue growth, profit margin and future P/E. These factors together support a consistent view of the stock's underlying value.Anlatı Güncellemesi • Jun 07
LB: Data Center Campus And Surface M&A Will Shape Balanced Risk Profile
Analysts have kept their $66.00 price target for LandBridge unchanged. They point to relatively steady assumptions around discount rate, revenue growth, profit margin and future P/E as the basis for maintaining their view.Anlatı Güncellemesi • May 23
LB: Future Data Center Exposure Will Mask Emerging Overvaluation Risk
Analysts have raised their fair value estimate for LandBridge from $55.00 to $66.00, citing updated assumptions that include a revised discount rate, revenue growth, profit margin, and future P/E inputs. What's in the News LandBridge highlighted accretive M&A as its first capital allocation priority and reported closing bolt on acquisitions that added nearly 50,000 surface acres over the past year, with a focus on fee surface ownership and smaller tuck in deals that build a permanent asset base.Analiz Makalesi • 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...
Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Yeni Anlatı • 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 AlphaHissedar Getirileri
| LB | US Real Estate | US Pazar | |
|---|---|---|---|
| 7D | 15.6% | 4.8% | -0.8% |
| 1Y | 64.1% | -13.2% | 20.5% |
Getiri vs. Endüstri: LB geçen yıl % -13.2 oranında getiri sağlayan US Real Estate sektörünü aştı.
Getiri vs Piyasa: LB geçen yıl % 20.5 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| LB volatility | |
|---|---|
| LB Average Weekly Movement | 8.9% |
| Real Estate Industry Average Movement | 7.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
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$6.34b |
| Kazançlar(TTM) | US$36.44m |
| Gelir(TTM) | US$225.45m |
67.8x
F/K Oranı11.0x
P/S OranıLB aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| LB gelir tablosu (TTM) | |
|---|---|
| Gelir | US$225.45m |
| Gelir Maliyeti | US$2.61m |
| Brüt Kâr | US$222.85m |
| Diğer Giderler | US$186.40m |
| Kazançlar | US$36.44m |
Son Raporlanan Kazançlar
Jun 30, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 1.28 |
| Brüt Marj | 98.84% |
| Net Kâr Marjı | 16.16% |
| Borç/Özkaynak Oranı | 64.4% |
LB uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
0.6%
Mevcut Temettü Verimi33%
Ödeme OranıLB güvenilir bir temettü ödüyor mu?
LB temettü geçmişine ve kıyaslamalara bakın| LandBridge temettü tari̇hleri̇ | |
|---|---|
| Eski Temettü Tarihi | Aug 27 2026 |
| Temettü Ödeme Tarihi | Sep 10 2026 |
| Eski temettüye kadar geçen günler | 6 days |
| Temettü ödeme tarihine kadar geçen günler | 20 days |
LB güvenilir bir temettü ödüyor mu?
LB temettü geçmişine ve kıyaslamalara bakınŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/08/20 21:42 |
| Gün Sonu Hisse Fiyatı | 2026/08/20 00:00 |
| Kazançlar | 2026/06/30 |
| 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 |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* 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 kullanacağınıza dair 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 |