LandBridge Co

LB

Market cap $1.87B

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB; NYSE TX: LB) ("LandBridge") today announced that it will release its financial results for the first quarter of 2026 after market close on Wednesday, May 6, 2026. LandBridge will host a webcast and conference call to discuss its results on Thursday, May 7, 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 LandBridge Inve.

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (“LandBridge”) today announced that it has entered into a lease development agreement with PowerBridge LLC (“PowerBridge”) providing the option to lease up to ~3,400 acres in Reeves County, Texas from LandBridge for a giga-scale data center campus with up to 2 GW of initial co-located power generation under development by PowerBridge and its power partners (the “Alpha Digital Campus”). The lease development agreement grants PowerBridge.

I am shifting capital allocation toward scarcity-driven assets like energy, metals, infrastructure, and defense, as the abundance trade in software faces structural disruption from AI. My TOLL framework prioritizes companies with hard assets, durable competitive moats, and long-duration cash flows that are less vulnerable to AI-driven commoditization. Key investment themes include nuclear utilities (VST, CEG), copper producers (FCX), gold/silver streamers (FNV, WPM), grid/infrastructure suppliers (ETN, FIX), and defense/aerospace leaders (RTX, TDG).

Energy remains my top sector for long-term alpha, driven by prudent capital allocation, dwindling reserves, and underestimated demand growth. Despite recent outperformance, I am not chasing momentum; I plan to buy on weakness when geopolitical risk premiums fade. Large E&P companies are prioritizing free cash flow and reserve protection over production growth, supporting a bullish supply outlook.

QXO Inc. and LandBridge are my two largest holdings, together accounting for 25% of my portfolio. QXO is a high-conviction M&A vehicle targeting $50B in annual revenue within a decade, with Wall Street assigning a $30 price target and 50% upside. LB's unique land assets and produced water business, plus emerging data center opportunities, support a path to $1B EBITDA by 2035 and a $310 price target.

Value investing is about identifying misalignments between price and medium to long-term fundamentals, not just low multiples. I focus on high-quality, cyclical value stocks like Union Pacific, Old Dominion Freight Line, and Carlisle Companies during downturns. Hidden growth and undervalued quality, as seen in Texas Pacific Land and ONEOK, offer significant upside when the market misjudges resilience or growth.

WaterBridge Infrastructure is rated a Buy, leveraging surging Permian Basin water disposal demand through a volume-driven, contracted model with multi-year EBITDA growth potential. Pairing WBI with LandBridge offers a balanced investment: WBI delivers growth and revenue, while LB provides high-margin, capital-light stability anchored by land and pore space ownership. WBI guides to $420–460M 2026 EBITDA on $790M revenue, but faces execution and free cash flow risks due to heavy capex; LB boasts ~90% EBITDA margins and robust cash returns.

The Undercovered Dozen series spotlights 12 lesser-covered stocks from the past week on Seeking Alpha. This week's edition covers articles published between March 6 and March 12, offering fresh investment ideas. The focus is on stocks that may offer unique opportunities due to limited analyst coverage.

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (the “Company,” or “LandBridge”) will conduct a live video webcast of its Investor Day on March 19, 2026 at 1:00 pm ET. The webcast will be available in listen-only mode to individual investors, media and other interested parties via the Events and Presentations section of the Company's website at www.landbridgeco.com. Materials related to the Investor Day will also be available at the same website location prior to the event. The even.

LandBridge is redefining Permian land value, leveraging 315,000 acres for energy and AI data center infrastructure. LB posted Q4 revenue of $56.79MM (+55.6% Y/Y), net margin of 32%, and raised its dividend by 20%. Management targets $1,000 SUEE/acre near-term, with potential for further efficiency and revenue growth as digital infrastructure expands.