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LandBridge Company LLC
LB
NYSE·Energy·Oil & Gas Equipment & Services·Mkt cap $5.6B
$73.75
▲ +2.01%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$43.75 - $85.60
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 7.6% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Strategic surface acreage position in high-producing Delaware Basin
- Diversified revenue streams from royalties and water sales
- Essential infrastructure supporting major E&P operators
- Recurring cash flow model with long-term contracts
Bear Case
2 risks
- Low volatility (beta 0.1).
- Growth premium of 2.4x vs sector peers. Elevated but may be justified by growth trajectory.
Growth
Moderate growth ahead
Increased drilling activity and production in the Delaware Basin
Value
Growth premium of 2.4x vs sector peers. Elevated but may be justified by growth trajectory.
Momentum
Stable
+4.4% over 3m
Quality
Excellent
High-growth business (53% revenue growth, 91% gross margin). Profitable with strong growth momentum.
Dividend
Modest
0.61% yield
Smart-money signal
Who's buying LB right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Aug 5, 2026
MAY 6, 2026
Reported EPS of $0.23 vs $0.55 consensus (-58.0% surprise). Revenue of $51.0M vs $58.7M expected (-13.1%).
EPS surprise · last 4Q
0 of 1 beats
Q2 26
-58.0%
Next: Aug 5, 2026
Revenue trend · last 8Q
—
—
—
+131%
+83%
+78%
+56%
+16%
Q2 24
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 26
Q1 26
$26.0M
$28.5M
$36.5M
$44.0M
$47.5M
$50.8M
$56.8M
$51.0M
Margins · last 8Q
Gross
—
Operating
—
Profit
35.0%
Wall Street consensus
4 analysts · 50% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
50%
Hold
50%
Sell
0%
Median Price Target
$75.00
▲ +1.7% vs $73.75
Latest: Goldman Sachs · $84.00 · May 28, 2026
2 analysts covering
vs Industry
How LB stacks vs Oil & Gas Equipment & Services
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
Related
Peers & themes
Peers
No peer data available.
Themes
No themes assigned.