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LB Stock Forecast: LandBridge Company LLC Price Predictions for 2026

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$69.44

+1.83 (2.71%)

LB Stock Forecast 2026-2027

$69.44
Current Price
$5.53B
Market Cap
7 Ratings
Buy 4
Hold 3
Sell 0
Wall St Analyst Ratings

Distance to LB Price Targets

+41.1%
To High Target of $98.00
+19.5%
To Median Target of $83.00
-6.4%
To Low Target of $65.00

LB Price Momentum

+2.1%
1 Week Change
-10.3%
1 Month Change
+0.6%
1 Year Change
+41.7%
Year-to-Date Change
-20.7%
From 52W High of $87.60
+58.7%
From 52W Low of $43.75
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Latest LB Stock Price Targets & Analyst Predictions

Based on our analysis of 46 Wall Street analysts, LB has a bullish consensus with a median price target of $83.00 (ranging from $65.00 to $98.00). The overall analyst rating is Buy (7.7/10). Currently trading at $69.44, the median forecast implies a 19.5% upside. This outlook is supported by 4 Buy, 3 Hold, and 0 Sell ratings.

Conversely, the most conservative target is provided by Mark Lear at Piper Sandler, suggesting a 6.4% downside.

Please note that analyst price targets are forward-looking estimates subject to substantial market, economic, and company-specific risks. Past performance does not guarantee future results, and actual stock performance may materially differ from these projections. Investors should conduct their own due diligence and consider their investment objectives and risk tolerance before making investment decisions.

LB Analyst Ratings

4
Buy
3
Hold
0
Sell

LB Price Target Range

Low
$65.00
Average
$83.00
High
$98.00
Current: $69.44

Latest LB Stock Forecasts by Analyst

These are the latest 20 analyst ratings and price targets for LB.

Date Firm Analyst Rating Change Price Target
Mar 18, 2026 Wells Fargo Hanwen Chang Overweight Maintains $92.00
Mar 13, 2026 Goldman Sachs John Mackay Buy Maintains $84.00
Feb 27, 2026 Barclays Theresa Chen Equal-Weight Maintains $75.00
Nov 26, 2025 Wells Fargo Hanwen Chang Overweight Maintains $90.00
Nov 24, 2025 Piper Sandler Mark Lear Neutral Maintains $65.00
Oct 17, 2025 Wells Fargo Hanwen Chang Overweight Maintains $91.00
Oct 14, 2025 Barclays Theresa Chen Equal-Weight Maintains $57.00
Aug 15, 2025 Piper Sandler Mark Lear Neutral Maintains $55.00
Aug 8, 2025 Raymond James Justin Jenkins Outperform Maintains $75.00
Jul 10, 2025 Barclays Theresa Chen Equal-Weight Maintains $66.00
May 21, 2025 Johnson Rice Charles Meade Accumulate Downgrade $N/A
May 16, 2025 Wells Fargo Roger Read Overweight Maintains $93.00
Mar 26, 2025 Goldman Sachs John Mackay Buy Maintains $88.00
Mar 21, 2025 Barclays Theresa Chen Equal-Weight Maintains $80.00
Mar 7, 2025 Wells Fargo Overweight Maintains $N/A
Mar 7, 2025 Piper Sandler Mark Lear Neutral Maintains $70.00
Jan 28, 2025 Raymond James Justin Jenkins Outperform Maintains $85.00
Jan 17, 2025 Barclays Theresa Chen Equal-Weight Maintains $79.00
Jan 3, 2025 Goldman Sachs John Mackay Buy Reinstates $71.00
Dec 10, 2024 RBC Capital Darko Mihelic Underperform Reiterates $25.00

LandBridge Company LLC (LB) Competitors

The following stocks are similar to L Brands based on their market capitalization and industry sector. These similar stocks potentially provide investors with alternative investment opportunities within the same market segment.

LandBridge Company LLC (LB) Financial Data

LandBridge Company LLC has a market capitalization of $5.53B with a P/E ratio of 72.7x. The company generates $199.09M in trailing twelve-month revenue with a 15.1% profit margin.

Revenue growth is +55.6% quarter-over-quarter, while maintaining an operating margin of +60.0% and return on equity of +10.1%.

Valuation Metrics

Market Cap $5.53B
Enterprise Value $2.87B
P/E Ratio 72.7x
PEG Ratio 0.4x
Price/Sales 27.0x

Growth & Margins

Revenue Growth (YoY) +55.6%
Gross Margin +92.3%
Operating Margin +60.0%
Net Margin +15.1%
EPS Growth +228.3%

Financial Health

Cash/Price Ratio +1.6%
Current Ratio 4.9x
Debt/Equity 70.6x
ROE +10.1%
ROA +6.2%
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LandBridge Company LLC logo

LandBridge Company LLC (LB) Business Model

About LandBridge Company LLC

What They Do

Specializes in land and mineral asset management.

Business Model

The company operates an asset-light model, generating revenue through ownership and management of surface land and mineral interests, primarily supporting oil and natural gas development. It profits by providing access to land, selling brackish water, facilitating extraction of composite materials, and earning royalties from oil and gas production.

Additional Information

Founded in 2021 and based in Houston, it focuses on the Delaware Basin, a significant energy-producing region. LandBridge's strong gross margins and strategic positioning in high-growth areas highlight its importance in the energy sector and its role in optimizing the allocation of resources.

Company Information

Sector

Energy

Industry

Oil & Gas Equipment & Services

Employees

4

CEO

Mr. Jason Long

Country

United States

IPO Year

2024

LandBridge Company LLC (LB) Latest News & Analysis

Latest News

LB stock latest news image
Quick Summary

LandBridge Company LLC (NYSE: LB) will release Q1 2026 financial results on May 6, 2026, after market close, with a conference call on May 7 at 10 a.m. CT.

Why It Matters

LandBridge's upcoming financial results release may impact stock performance, offering insights into its financial health and future outlook, influencing investor sentiment and trading decisions.

Source: Business Wire
Market Sentiment: Neutral
LB stock latest news image
Quick Summary

LandBridge Company LLC (NYSE: LB) has signed a lease development agreement with PowerBridge LLC to lease approximately 3,400 acres in Reeves County, Texas, for a large data center campus.

Why It Matters

The lease agreement for a large data center and power generation project indicates potential revenue growth for LandBridge, impacting its valuation and attractiveness to investors.

Source: Business Wire
Market Sentiment: Neutral
LB stock latest news image
Quick Summary

An investor is reallocating capital to scarcity-driven assets like energy, metals, and defense, focusing on companies with hard assets and stable cash flows. Key sectors include nuclear utilities, copper, gold/silver, infrastructure, and defense.

Why It Matters

Shifting capital to scarcity-driven assets indicates a strategic pivot in response to AI's impact on traditional sectors, signaling potential growth opportunities in energy, metals, and defense.

Source: Seeking Alpha
Market Sentiment: Neutral
LB stock latest news image
Quick Summary

The energy sector is favored for long-term gains due to smart capital use, limited reserves, and rising demand. Large E&P firms are focusing on free cash flow and reserve protection.

Why It Matters

The focus on free cash flow and reserve protection indicates financial stability in energy companies, suggesting potential for long-term gains amid geopolitical risks and demand growth.

Source: Seeking Alpha
Market Sentiment: Positive
LB stock latest news image
Quick Summary

QXO Inc. and LandBridge make up 25% of the portfolio. QXO aims for $50B revenue by 2033, with a $30 target. LandBridge targets $1B EBITDA by 2035, with a $310 price target.

Why It Matters

QXO's aggressive M&A strategy and projected revenue growth signal strong upside potential. LandBridge's diverse assets could drive significant EBITDA growth, enhancing portfolio value.

Source: Seeking Alpha
Market Sentiment: Positive
LB stock latest news image
Quick Summary

WaterBridge Infrastructure (WBI) is rated a Buy, with projected 2026 EBITDA of $420โ€“460M on $790M revenue, despite execution risks. Pairing with LandBridge offers stable, high-margin returns.

Why It Matters

WaterBridge Infrastructure's strong growth potential and stable cash flow from LandBridge create a compelling investment opportunity, despite execution risks and heavy capital expenditures.

Source: Seeking Alpha
Market Sentiment: Positive

Frequently Asked Questions About LB Stock

What is LandBridge Company LLC's (LB) stock forecast for 2026?

Based on our analysis of 46 Wall Street analysts, LandBridge Company LLC (LB) has a median price target of $83.00. The highest price target is $98.00 and the lowest is $65.00.

Is LB stock a good investment in 2026?

According to current analyst ratings, LB has 4 Buy ratings, 3 Hold ratings, and 0 Sell ratings. The stock is currently trading at $69.44. Always conduct your own research and consider your investment goals before making investment decisions.

What is the long-term price prediction for LB stock?

Wall Street analysts predict LB stock could reach $83.00 in the next 12 months. This represents a 19.5% increase from the current price of $69.44. Please note that this is a projection by Wall Street analysts and not a guarantee.

What is LandBridge Company LLC's business model?

The company operates an asset-light model, generating revenue through ownership and management of surface land and mineral interests, primarily supporting oil and natural gas development. It profits by providing access to land, selling brackish water, facilitating extraction of composite materials, and earning royalties from oil and gas production.

What is the highest forecasted price for LB LandBridge Company LLC?

The highest price target for LB is $98.00 from at , which represents a 41.1% increase from the current price of $69.44.

What is the lowest forecasted price for LB LandBridge Company LLC?

The lowest price target for LB is $65.00 from Mark Lear at Piper Sandler, which represents a -6.4% decrease from the current price of $69.44.

What is the overall LB consensus from analysts for LandBridge Company LLC?

The overall analyst consensus for LB is bullish. Out of 46 Wall Street analysts, 4 rate it as Buy, 3 as Hold, and 0 as Sell, with a median price target of $83.00.

How accurate are LB stock price projections?

Stock price projections, including those for LandBridge Company LLC, are based on various factors including financial models, market conditions, and analyst forecasts. While these predictions provide valuable insights, they should be considered alongside your own research and risk tolerance.

Important Disclaimer

The information provided by Ticker Nerd is for educational and informational purposes only. It should not be considered financial or investment advice. Past performance is not indicative of future results. Always conduct your own research and consult with a qualified financial advisor before making any investment decisions. Analyst ratings and price forecasts are sourced from Wall St analysts and other experts. These projections are speculative and do not guarantee future stock performance.

Last updated: April 17, 2026 7:35 AM UTC
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