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Home โบ Stocks โบ LandBridge Company LLC (LB) Stock Forecast & Price Prediction United States | NYSE | Energy | Oil & Gas Equipment & Services
$69.44
+1.83 (2.71%)Did LB Make This Month's Elite Buy List?
We don't follow just any analyst โ only the top 3% with a proven track record make our cut. See if L Brands is one of their latest high-conviction picks.
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.
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 |
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 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%.
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Specializes in land and mineral asset management.
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.
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.
Energy
Oil & Gas Equipment & Services
4
Mr. Jason Long
United States
2024
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
WaterBridge Infrastructure (WBI) is rated a Buy, with projected 2026 EBITDA of $420โ460M on $790M revenue, despite execution risks. Pairing with LandBridge offers stable, high-margin returns.
WaterBridge Infrastructure's strong growth potential and stable cash flow from LandBridge create a compelling investment opportunity, despite execution risks and heavy capital expenditures.
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.
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.
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.
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.
The highest price target for LB is $98.00 from at , which represents a 41.1% increase from the current price of $69.44.
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.
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.
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.
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.