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LandBridge Co

LB

Market cap $2.59B

87.49 USD

+1.24

1.44%

At close Updated Oct 12, 4:00 PM EDT

Pre-market

After hours

87.49

0.00

1 day

1.44%

5 days

3.23%

1 month

1.21%

3 months

11.41%

6 months

29.69%

Year to date

80.54%

1 year

68.9%

5 years

277.93%

10 years

277.93%

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 Exploration & Production

News

Positive

Neutral

Negative

Sentiment 3-Months

Positive 46.7%

Neutral 53.3%

Negative 0%

Neutral

Investors Business Daily

5 days ago

LandBridge Vaults 75% Amid Oil Supply Shock

LandBridge is setting up in an early base after a 75% gain in 2026 as the Middle East war continues to roil energy markets.

Neutral

Business Wire

7 days ago

LandBridge Schedules Third 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 third quarter of 2026 after market close on Wednesday, November 4, 2026. LandBridge will host a webcast and conference call to discuss its results on Thursday, November 5, 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.

Neutral

Business Wire

20 days ago

LandBridge Announces Pricing of Upsized $125,000,000 Offering of Additional 6.250% Senior Notes due 2030

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB; NYSE Texas: LB) (“LandBridge”) announced today that DBR Land Holdings LLC (the “Issuer”), a subsidiary of LandBridge, has priced its offering (the “Offering”) of $125 million in aggregate principal amount of 6.250% senior notes due 2030 at 99.375% of par (the “New Notes”). The Offering was upsized from the previously announced offering size of $100 million. The Offering is expected to close on October 1, 2026, subject to customary clos.

Neutral

Business Wire

20 days ago

LandBridge Announces Launch of $100,000,000 Offering of Additional 6.250% Senior Notes due 2030

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB; NYSE Texas: LB) (“LandBridge”) announced today that DBR Land Holdings LLC (the “Issuer”), a subsidiary of LandBridge, intends, subject to market conditions, to offer $100 million in aggregate principal amount of 6.250% senior notes due 2030 (the “New Notes”) in a private placement to eligible purchasers (the “Offering”).The New Notes are being offered as additional notes under the indenture, dated as of November 25, 2025 (the “Indenture.

Positive

Seeking Alpha

25 days ago

LandBridge: I'd Love To Buy, But I Don't Like The Valuation

LandBridge Company LLC's water royalty volumes are rising despite slower well drilling. This is due to increasing wastewater volumes from maturing Delaware Basin wells. A projected Delaware Basin disposal-capacity shortfall over the next 10 years should support higher royalty rates. LandBridge is pursuing data-center leases for up to 10 GW, creating meaningful long-term optionality that I estimate can lead to a 6% uplift on TTM revenues.

Positive

Seeking Alpha

1 month ago

40% Of My Portfolio Is In Just 3 Stocks

My portfolio is highly concentrated, with 40% in Old Dominion Freight Line, Texas Pacific Land, and LandBridge, reflecting high-conviction investing. ODFL offers unique LTL logistics, a pristine balance sheet, and real estate advantages, while TPL and LB provide exposure to Permian water, surface rights, and emerging AI data center trends. Both TPL and LB are shifting from traditional energy royalties to secular growth in water management and potential multi-decade data center cash flows, though execution risk remains.

Positive

Seeking Alpha

1 month ago

LandBridge: The AI Data Center Thesis Is Real, But The Valuation Is Already Pricing It In

LandBridge Company LLC delivers exceptional margin and growth via its unique land-licensing model in the Permian Basin. Q2 results highlight 41% revenue and EBITDA growth, with EBITDA margins near 90% and robust free cash flow. LB is pursuing data center and power generation projects, including a 2 GW PowerBridge agreement, but revenue realization remains uncertain.

Neutral

Seeking Alpha

1 month 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

1 month 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

2 months 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.

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LandBridge Co LB Market cap $2.59B

News

LandBridge Co

LB

Market cap $2.59B