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LBLBEnergy · Oil & Gas Equipment & Services

LB Stock Forecast: LandBridge Co. LLC Price Predictions for 2026-2027

Last close, 14 Aug 2026
$79

The 7 Wall Street analysts covering LandBridge Co. LLC hold a median 12-month price target of $84 — +6.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 25 of 100 as at 15 Aug 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.

Market cap
$6.1B
Ticker Nerd rank
25 / 100
Median analyst target
$84
Analysts covering
7
Ticker Nerd rank

LB stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores LandBridge Co. LLC on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 15 Aug 2026
25 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Momentum
67
Growth
63
Quality
61
Revisions
58
Value
33
Volatility
27
Size
22
Accruals
13
Issuance
11

Momentum (67): The shares have been drifting up relative to others.

Issuance (11): The company has been issuing shares or taking on financing, diluting existing holders.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

LB stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on LB, reported as data — targets and ratings, the market's view beside the model's.

We don’t hold enough price history for this company yet.

What Wall Street says7 analysts
4 Buy3 Hold0 Sell
Low $66Median $84High $98

The green dot is the last close — the median target sits +6.7% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 3 moved their price target up and 0 moved it down.

DateFirmActionRatingTarget
21 July 2026Piper SandlerMaintainsNeutral$66 → $80
8 May 2026Piper SandlerReiteratesNeutral—
8 May 2026Piper SandlerReiteratesNeutral$65 → $66
18 Mar 2026Wells FargoMaintainsOverweight—
13 Mar 2026Goldman SachsMaintainsBuy—
27 Feb 2026BarclaysMaintainsEqual-Weight—
26 Nov 2025Wells FargoMaintainsOverweight—
24 Nov 2025Piper SandlerMaintainsNeutral$55 → $65
17 Oct 2025Wells FargoMaintainsOverweight—
14 Oct 2025BarclaysMaintainsEqual-Weight—
15 Aug 2025Piper SandlerMaintainsNeutral—
8 Aug 2025Raymond JamesMaintainsOutperform—
10 July 2025BarclaysMaintainsEqual-Weight—
21 May 2025Johnson RiceDowngradeAccumulate—
16 May 2025Wells FargoMaintainsOverweight—
26 Mar 2025Goldman SachsMaintainsBuy—
21 Mar 2025BarclaysMaintainsEqual-Weight—
7 Mar 2025Piper SandlerMaintainsNeutral—
7 Mar 2025Wells FargoMaintainsOverweight—
28 Jan 2025Raymond JamesMaintainsOutperform—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. LB appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Estimates

LB analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
0.0%
Analysts raising
1
Analysts cutting
0
Fundamentals

LandBridge Co. LLC (LB) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
69.6×

Cheaper than 11% of US stocks

Price / sales
27.1×

Cheaper than 8% of US stocks

Price / book
6.2×

Cheaper than 17% of US stocks

EV / EBITDA
20.9×

Cheaper than 16% of US stocks

Growth & margins
Revenue growth (YoY)
40.6%

Higher than 83% of US stocks

Earnings growth (YoY)
63.8%

Higher than 79% of US stocks

Gross margin
91.8%

Higher than 97% of US stocks

Operating margin
66.1%

Higher than 99% of US stocks

Net margin
16.5%

Higher than 79% of US stocks

Returns & dividend
Return on equity
11.5%

Higher than 67% of US stocks

Return on assets
7.1%

Higher than 85% of US stocks

Dividend yield
0.6%

Higher than 12% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Peers

LB vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelOil & Gas Equipment & Services
CompanyMarket capTKN rank
LBLandBridge Co. LLC$6.1B
25
AROCArchrock, Inc.$6.1B
73
WHDCactus, Inc.$5.9B
52
KGSKodiak Gas Services, Inc.$6.6B
28
WFRDWeatherford International plc$6.8B
63
OIIOceaneering International, Inc.$5.2B
80
SEISolaris Energy Infrastructure, Inc.$4.8B
28

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own LandBridge Co. LLC — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest LB news & analysis

LandBridge: My Biggest Investment Ever Is Just Getting Started

Seeking Alpha · 16 Aug 2026positive

LandBridge, described as the author's largest holding, reported quarterly progress including seven counterparties in late-stage negotiations for over 10 GW of power/data center projects with revenue expected before end of next year. Produced water disposal volumes rose 15% sequentially, with pricing expected to reach $0.15 per barrel.

Why it matters — The article highlights late-stage data center negotiations and continued produced water volume growth as key drivers for LandBridge's potential future revenue and EBITDA expansion.

LandBridge Q2 Earnings Call Highlights

MarketBeat · 8 Aug 2026positive

LandBridge (NYSE: LB) reported record second-quarter revenue of $66.8 million, up 41% year-over-year and 31% sequentially, driven by produced-water activity and commercial development across its Delaware Basin acreage. The company reaffirmed its full-year 2026 adjusted EBITDA guidance of $210 million to $230 million.

Why it matters — The record revenue and reaffirmed adjusted EBITDA guidance signal sustained demand for water and development services on LandBridge's Delaware Basin acreage.

LandBridge Company LLC (LB) Q2 2026 Earnings Call Transcript

Seeking Alpha · 6 Aug 2026neutral

Seeking Alpha published the transcript of LandBridge Company LLC's (LB) Q2 2026 earnings call. The item consists of the full earnings call transcript from the company's second-quarter 2026 results discussion.

Why it matters — A LB watcher would care because the transcript offers direct access to what management said about the company's quarterly performance without intermediary analysis.

LandBridge Announces Second Quarter 2026 Results

Business Wire · 5 Aug 2026positive

LandBridge Company LLC announced its financial and operating results for the second quarter ended June 30, 2026. Revenues were $66.8 million, up 41% year-over-year and 31% quarter-over-quarter, while net income was $31.0 million, up 68% year-over-year and 74% quarter-over-quarter, with a net income margin of 46%.

Why it matters — A LandBridge watcher would care because the announcement reports strong year-over-year and sequential growth in revenues and net income for the quarter.

LandBridge and WaterBridge Stocks Are Setting Up for Gains

Barrons · 27 July 2026positive

Barrons reports that LandBridge and WaterBridge Infrastructure stocks have formed promising technical setups, supported by strength in the energy sector for the two relatively new public companies.

Why it matters — A Barrons mention of a promising technical setup signals that LB is attracting positive attention from financial media as a new public company riding energy-sector momentum.

FAQ

Frequently asked questions about LB stock

What is the LB stock price forecast for 2026-2027?

The 7 Wall Street analysts covering LandBridge Co. LLC have a median 12-month price target of $84, with estimates ranging from $66 to $98. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is LB stock a buy right now?

Of the 7 analysts covering LandBridge Co. LLC, 4 rate it a Buy, 3 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks LandBridge Co. LLC 25 out of 100 across roughly 4,600 US stocks as at 15 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank LB?

As at 15 Aug 2026, LandBridge Co. LLC ranks 25 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Momentum (67 of 100).

Will LB stock go up?

No one can know that. What the data says: the median 12-month target from 7 analysts implies +6.7% from the last close, and Ticker Nerd's factor model ranks LandBridge Co. LLC 25 out of 100 as at 15 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the LB stock forecast for 2030?

No analyst covering LandBridge Co. LLC publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for LB are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $66 to $98 over the next 12 months.

What does LandBridge Co. LLC do?

LandBridge Company LLC is a real asset operating company specializing in the ownership and management of surface land and mineral interests, with a primary focus on supporting oil and natural gas development across the United States. Its portfolio encompasses significant acreage in and around the Delaware Basin, a key hydrocarbon-producing region in Texas and New Mexico.

What is the latest news on LB?

The most recent item we track (Seeking Alpha, 16 Aug 2026): "LandBridge: My Biggest Investment Ever Is Just Getting Started". LandBridge, described as the author's largest holding, reported quarterly progress including seven counterparties in late-stage negotiations for over 10 GW of power/data center projects with revenue expected before end of next year. Produced water disposal volumes rose 15% sequentially, with pricing expected to reach $0.15 per barrel.

Company

About LandBridge Co. LLC.

LandBridge Company LLC is a real asset operating company specializing in the ownership and management of surface land and mineral interests, with a primary focus on supporting oil and natural gas development across the United States. Its portfolio encompasses significant acreage in and around the Delaware Basin, a key hydrocarbon-producing region in Texas and New Mexico. By providing access to land, selling brackish water, and facilitating the extraction of surface composite materials, LandBridge plays a critical role in enabling upstream energy operations. The company also derives revenue from oil and gas royalties, reflecting its intertwined presence within the vital energy and natural resources sectors. Founded in 2021 and headquartered in Houston, LandBridge Company LLC serves as a vital intermediator between land resources and the oilfield operators driving America’s energy output. Its asset-light operating model, robust gross margins, and strategic positioning in high-growth geographies underscore its market significance, both for energy infrastructure and the efficient allocation of surface rights and royalties within the sector.

CEO Mr. Jason Long · 4 employees · United States · https://www.landbridgeco.com