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LandBridge Co

LB

Market cap $2.44B

85.94 USD

-1.16

1.33%

At close Updated Aug 25, 4:00 PM EDT

Pre-market

After hours

85.90

-0.04

0.05%

1 day

-1.33%

5 days

5.64%

1 month

14.01%

3 months

16.26%

6 months

31.27%

Year to date

77.34%

1 year

64.95%

5 years

271.23%

10 years

271.23%

About: LandBridge Co LLC is engaged in managing land and resources to support and promote oil and natural gas development. It generates revenue streams from the use of its surface acreage, the sale of resources from land and oil and gas royalties.

Energy Oil & Gas Equipment & Services

News

Positive

Neutral

Negative

Sentiment 3-Months

Positive 57.1%

Neutral 35.7%

Negative 7.1%

Neutral

Seeking Alpha

1 day ago

My Game Plan For What Some Call A Fat AI Bubble

I see broadening market leadership beyond AI, with dividend growth and value stocks outperforming tech-heavy indices year-to-date. While AI-driven CapEx and margins have powered recent gains, the sustainability of high rates of change is a key risk for hyperscaler suppliers. I favor selective diversification into undervalued cyclicals, energy, and income stocks to mitigate concentration and margin normalization risks.

Positive

Seeking Alpha

10 days ago

LandBridge: My Biggest Investment Ever Is Just Getting Started

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.

Positive

MarketBeat

17 days ago

LandBridge Q2 Earnings Call Highlights

LandBridge NYSE: LB reported record second-quarter revenue of $66.8 million, up 41% from a year earlier and 31% sequentially, as produced-water activity and commercial development across its Delaware Basin acreage increased. The company reaffirmed its full-year 2026 adjusted EBITDA guidance of $210 million to $230 million.

Neutral

Seeking Alpha

19 days ago

LandBridge Company LLC (LB) Q2 2026 Earnings Call Transcript

Neutral

Business Wire

20 days ago

LandBridge Announces Second Quarter 2026 Results

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB; NYSE TX: LB) (the “Company,” or “LandBridge”) today announced its financial and operating results for the second quarter ended June 30, 2026. Second Quarter 2026 Financial Highlights Revenues of $66.8 million, representing an increase of 41% year-over-year and 31% quarter-over-quarter Net income(1) of $31.0 million, representing an increase of 68% year-over-year and 74% quarter-over-quarter Net income margin(1) of 46% Adjusted EBITDA(2.

Positive

Barrons

29 days ago

LandBridge and WaterBridge Stocks Are Setting Up for Gains

LandBridge and WaterBridge Infrastructure stocks have formed promising technical setups as energy-sector strength supports two relatively new public companies.

Positive

Seeking Alpha

1 month ago

America's Most Powerful Banker Just Confirmed It: I Want These 5 Stocks, Not The Market

I prioritize a TOLL+M investment model—tangible assets, oligopoly advantages, low incremental CapEx, durable cash flows, and macro tailwinds—to build resilient portfolios. Jamie Dimon highlights that even with 2% inflation, 10-year yields should remain above 4.0-4.5% due to risk premiums, supporting my 'run-it-hot' thesis. The S&P 500 prices in a 'good outcome' with little margin of safety; I see greater opportunity in selective stock picking over broad index exposure.

Neutral

Business Wire

1 month ago

LandBridge Schedules Second Quarter Earnings Release and Conference Call

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB; NYSE TX: LB) ("LandBridge") today announced that it will release its financial results for the second quarter of 2026 after market close on Wednesday, August 5, 2026. LandBridge will host a webcast and conference call to discuss its results on Thursday, August 6, 2026, at 10 a.m. Central Time / 11:00 a.m. Eastern Time. Webcast Instructions: To listen to the live webcast, please visit the Events and Presentations section of the LandBrid.

Negative

Seeking Alpha

1 month ago

LandBridge & Texas Pacific Land: The Picks-And-Shovels Of The West Texas AI Boom

Texas Pacific Land is now primarily an AI infrastructure and data center land play, not just an oil royalty company. TPL's valuation implies an excessive amount of GW of future data center capacity. I rate TPL a SELL with a $250 price target, as its premium bakes in excessive data center growth; LandBridge is a BUY at $75, reflecting more realistic expectations.

Positive

Seeking Alpha

1 month ago

The Market Is Dead Wrong: I'm Buying Dirt-Cheap Energy Stocks

Energy sector fundamentals are strengthening as the Iran War de-risks, oil prices normalize, and cyclical growth accelerates. Low global inventories, disciplined CapEx, and secular demand drivers set up a bullish multi-year regime for energy equities. I favor Permian-focused royalty and landowners (LandBridge, Texas Pacific, Freehold Royalties), Canadian oil sands leaders (Canadian Natural Resources, Suncor Energy, Cenovus), and low-cost U.S. producers (Diamondback, Permian Resources).

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LandBridge Co LB Market cap $2.44B

News

LandBridge Co

LB

Market cap $2.44B