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LB Stock Chart & Stats
$67.23
-$1.68(-2.32%)
At close: 4:00 PM EST
$67.23
-$1.68(-2.32%)
Day’s Range― - ―
52-Week Range$43.75 - $85.60
Previous CloseN/A
Volume223.54K
Average Volume (3M)339.85K
Market Cap
$5.57B
Enterprise Value$5.40B
Total Cash (Recent Filing)$29.68M
Total Debt (Recent Filing)$535.54M
Price to Earnings (P/E)46.6
Beta1.55
Next Earnings
Aug 12, 2026EPS Estimate
0.54Next Dividend Ex-DateN/A
Dividend Yield0.76%
Share Statistics
EPS (TTM)1.55
Shares Outstanding27,839,230
10 Day Avg. Volume290,349
30 Day Avg. Volume339,845
Financial Highlights & Ratios
PEG Ratio0.16
Price to Book (P/B)4.70
Price to Sales (P/S)8.03
P/FCF Ratio13.11
Enterprise Value/Market Cap0.97
Enterprise Value/Revenue26.18
Enterprise Value/Gross Profit28.80
Enterprise Value/Ebitda40.99
Forecast
1Y Price Target
$79.25Price Target Upside17.88% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering4
EPS Forecast (FY)2.12
Revenue Forecast (FY)$246.16M
Bulls Say, Bears Say
Bulls Say
Generative Free Cash FlowSustained, high free cash flow (FCF > net income and an ~80% FCF margin) provides recurring capacity to fund dividends, buybacks, debt paydown, and strategic acreage acquisitions without dilutive financing. This cash conversion underpins durable capital allocation optionality and resilience through cycles.
Material Balance Sheet ImprovementA dramatically stronger balance sheet with minimal leverage enhances financial flexibility to pursue long-duration, fee-based land deals and partnerships, reduces refinancing risk, and supports sustained investment in commercial pipeline conversion and capital returns over multiple market cycles.
Scale, Fee-Based Surface Model & PartnershipsLarge acreage base and a fee-based surface royalty model create durable, high-margin, multi-decade cash streams. Strategic tie‑ups (WaterBridge, PowerBridge/data center option) diversify monetization pathways and validate long-term demand for infrastructure on LandBridge holdings.
Bears Say
Historical Earnings VolatilityPast swings between losses and outsized margins imply earnings drivers can be episodic. This raises uncertainty about sustainable margin levels and forecasting accuracy, making long-term cash flow assumptions sensitive to reversion and potentially reducing predictability of durable returns.
Quarterly Lumpiness & SeasonalitySignificant quarter-to-quarter variability from timing of easement/damage payments and service activity reduces visibility into recurring revenue. Structural lumpiness complicates planning for capex and distributions and raises execution risk for multi-quarter guidance targets.
Development Sensitivity & Leverage ProfileConcentration of revenue exposure to upstream development means production slowdowns could materially affect cash flow. Coupled with net leverage slightly above target, failure to convert pipeline opportunities could constrain deleveraging and capital allocation decisions over the medium term.
LandBridge Company LLC Class A News
LB FAQ
What was LandBridge Company LLC Class A’s price range in the past 12 months?
LandBridge Company LLC Class A lowest stock price was $43.75 and its highest was $85.60 in the past 12 months.
What is LandBridge Company LLC Class A’s market cap?
LandBridge Company LLC Class A’s market cap is $5.57B.
When is LandBridge Company LLC Class A’s upcoming earnings report date?
LandBridge Company LLC Class A’s upcoming earnings report date is Aug 12, 2026 which is in 41 days.
How were LandBridge Company LLC Class A’s earnings last quarter?
LandBridge Company LLC Class A released its earnings results on May 06, 2026. The company reported $0.344 earnings per share for the quarter, missing the consensus estimate of $0.548 by -$0.204.
Is LandBridge Company LLC Class A overvalued?
According to Wall Street analysts LandBridge Company LLC Class A’s price is currently Undervalued.
Does LandBridge Company LLC Class A pay dividends?
LandBridge Company LLC Class A pays a Quarterly dividend of $0.12 which represents an annual dividend yield of 0.76%. See more information on LandBridge Company LLC Class A dividends here
What is LandBridge Company LLC Class A’s EPS estimate?
LandBridge Company LLC Class A’s EPS estimate is 0.54.
How many shares outstanding does LandBridge Company LLC Class A have?
LandBridge Company LLC Class A has 27,839,230 shares outstanding.
What happened to LandBridge Company LLC Class A’s price movement after its last earnings report?
LandBridge Company LLC Class A reported an EPS of $0.344 in its last earnings report, missing expectations of $0.548. Following the earnings report the stock price went down -3.076%.
Which hedge fund is a major shareholder of LandBridge Company LLC Class A?
Currently, no hedge funds are holding shares in LB
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
LandBridge Company LLC Class A Stock Smart Score
Outperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Moderate Buy
Average Price Target:
$79.25 (17.88% Upside)
$79.25 (17.88% Upside)
Blogger Sentiment
Bullish
LB Sentiment 70%
Sector Average 69%
Sector Average 69%
Hedge Fund Trend
Increased
By 3.5K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Very Negative
Last 7 Days ▲ 0.3%
Last 30 Days ▼ 3.7%
Last 30 Days ▼ 3.7%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
18.04%
12-Months-Change
Fundamentals
Return on Equity
13.51%
Trailing 12-Months
Asset Growth
35.13%
Trailing 12-Months
Company Description
LandBridge Company LLC Class A
LandBridge Company LLC focuses on overseeing land and natural assets to bolster and optimize oil and natural gas production across the United States. The company possesses substantial surface acreage, specifically within and adjacent to the Delaware Basin, spanning both Texas and New Mexico. Furthermore, LandBridge holds a collection of oil and gas royalty interests. It also generates income by selling brackish water and various other surface-related materials. Established in 2021, its corporate headquarters are situated in Houston, Texas, functioning as a subsidiary of LandBridge Holdings LLC.
LB Company Deck
LB Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call emphasized strong year-over-year growth, exceptional cash conversion, a raised full-year guidance range and validation of strategic initiatives (fee-based surface model, WaterBridge partnership, PowerBridge data center option). Notable near-term headwinds include expected quarter-to-quarter seasonality, an ~11% sequential revenue decline in Q1, some revenue concentration tied to upstream development (~20%) and net leverage slightly above the long-term target. On balance, management presented multiple durable, high-margin revenue drivers, significant pipeline visibility and continued capital allocation discipline, outweighing the expected seasonality and lumpiness risks.View all LB earnings summariesLB Stock 12 Month Forecast
Average Price Target
$79.25
▲(17.88% Upside)
Technical Analysis
Ownership Overview
2.00% Insiders
15.71% Mutual Funds
66.57% Other Institutional Investors
6.32% Public Companies and
Individual Investors