LBEnergy · Oil & Gas E&PThe 7 Wall Street analysts covering LandBridge Corp. hold a median 12-month price target of $91 — +8.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 27 of 100 as at 31 Oct 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores LandBridge Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Momentum (89): The shares have been drifting up relative to others.
Issuance (12): The company has been issuing shares or taking on financing, diluting existing holders.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
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.
The green dot is the last close — the median target sits +8.9% from it.
Of the 20 most recent actions, 5 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 1 Sept 2026 | Piper Sandler | Maintains | Neutral | $80 → $88 |
| 26 Aug 2026 | Citigroup | Maintains | Neutral | $66 → $86 |
| 21 July 2026 | Piper Sandler | Maintains | Neutral | — |
| 21 July 2026 | Piper Sandler | Maintains | Neutral | $66 → $80 |
| 8 May 2026 | Piper Sandler | Reiterates | Neutral | — |
| 8 May 2026 | Piper Sandler | Reiterates | Neutral | $65 → $66 |
| 18 Mar 2026 | Wells Fargo | Maintains | Overweight | — |
| 13 Mar 2026 | Goldman Sachs | Maintains | Buy | — |
| 27 Feb 2026 | Barclays | Maintains | Equal-Weight | — |
| 26 Nov 2025 | Wells Fargo | Maintains | Overweight | — |
| 24 Nov 2025 | Piper Sandler | Maintains | Neutral | $55 → $65 |
| 17 Oct 2025 | Wells Fargo | Maintains | Overweight | — |
| 14 Oct 2025 | Barclays | Maintains | Equal-Weight | — |
| 15 Aug 2025 | Piper Sandler | Maintains | Neutral | — |
| 8 Aug 2025 | Raymond James | Maintains | Outperform | — |
| 10 July 2025 | Barclays | Maintains | Equal-Weight | — |
| 21 May 2025 | Johnson Rice | Downgrade | Accumulate | — |
| 16 May 2025 | Wells Fargo | Maintains | Overweight | — |
| 26 Mar 2025 | Goldman Sachs | Maintains | Buy | — |
| 21 Mar 2025 | Barclays | Maintains | Equal-Weight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
LB appears in the Radar on the weeks it earns a place.
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Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 10% of US stocks
Cheaper than 7% of US stocks
Cheaper than 14% of US stocks
Cheaper than 13% of US stocks
Higher than 83% of US stocks
Higher than 78% of US stocks
Higher than 97% of US stocks
Higher than 99% of US stocks
Higher than 79% of US stocks
Higher than 67% of US stocks
Higher than 85% of US stocks
Higher than 66% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
LandBridge Corp. has a market value of $6.5B and an enterprise value of $3.3B.
Revenue in the twelve months to 30 June 2026: $225.5M. The latest quarter grew 40.6% year on year.
Net income over the same four quarters: $87.4M, a 38.8% net margin.
Diluted earnings per share, trailing twelve months: $1.30.
Free cash flow in the twelve months to 30 June 2026: $151.3M, after $4.2M of capital spending.
LandBridge Corp. spent $59.1M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 74.0×; forward P/E: 36.7× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.57%, paying out 39% of earnings.
LandBridge Corp. employs 4 people — $56.4M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own LandBridge Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
LandBridge announced that it completed its conversion and redomestication from a Delaware limited liability company to a Texas corporation, now named LandBridge Corporation.
Why it matters — LB watchers may note the company’s change in legal form and state of domicile.
A Seeking Alpha author says LandBridge and Texas Pacific Land make up 31% of their portfolio, citing their West Texas acreage and potential exposure to data center expansion and water infrastructure bottlenecks. The excerpt says both companies are progressing on multi-gigawatt data center deals and notes growing water royalties.
Why it matters — The item highlights LandBridge’s acreage, data center activity, and water royalties as areas of interest for LB watchers.
LandBridge Company LLC announced it will release its third quarter 2026 financial results after market close on November 4, 2026, and will host a webcast and conference call to discuss the results on November 5, 2026, at 10 a.m. Central Time. Instructions for listening to the live webcast are available on the Events and Presentations section of LandBridge's website.
Why it matters — A LandBridge watcher would care because the scheduled date and time of the third-quarter earnings release and call provide the calendar for when to expect the company's financial results and management commentary.
LandBridge Company LLC announced that its subsidiary, DBR Land Holdings LLC, priced an upsized offering of $125 million in aggregate principal amount of 6.250% senior notes due 2030 at 99.375% of par. The offering, increased from the previously announced $100 million size, is expected to close on October 1, 2026.
Why it matters — This notes offering provides additional debt capital for a LandBridge subsidiary, and the upsized size indicates stronger investor demand than originally anticipated.
LandBridge announced that its subsidiary, DBR Land Holdings LLC, intends to offer $100 million in aggregate principal amount of additional 6.250% senior notes due 2030 in a private placement to eligible purchasers, subject to market conditions. The new notes are being offered as additional notes under the existing indenture dated November 25, 2025.
Why it matters — A LandBridge watcher would care because this additional senior note offering represents a new debt financing move by the company that could affect its capital structure and liquidity.
The 7 Wall Street analysts covering LandBridge Corp. have a median 12-month price target of $91, with estimates ranging from $75 to $98. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 7 analysts covering LandBridge Corp., 4 rate it a Buy, 3 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks LandBridge Corp. 27 out of 100 across roughly 4,600 US stocks as at 31 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 31 Oct 2026, LandBridge Corp. ranks 27 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 (89 of 100).
No one can know that. What the data says: the median 12-month target from 7 analysts implies +8.9% from the last close, and Ticker Nerd's factor model ranks LandBridge Corp. 27 out of 100 as at 31 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering LandBridge Corp. 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: $75 to $98 over the next 12 months.
LandBridge Company LLC Class A Shares represent limited liability company interests in LandBridge Company LLC, a Houston-based land and resource management business focused on supporting oil and natural gas development. LandBridge owns and manages surface acreage in and around the Delaware Basin in Texas and New Mexico, alongside a portfolio of oil and gas royalties and related surface-use assets.
The most recent item we track (Business Wire, 13 Oct 2026): "LandBridge Announces Completion of Conversion and Redomestication in Texas". LandBridge announced that it completed its conversion and redomestication from a Delaware limited liability company to a Texas corporation, now named LandBridge Corporation.
LandBridge Company LLC Class A Shares represent limited liability company interests in LandBridge Company LLC, a Houston-based land and resource management business focused on supporting oil and natural gas development. LandBridge owns and manages surface acreage in and around the Delaware Basin in Texas and New Mexico, alongside a portfolio of oil and gas royalties and related surface-use assets. The company also provides brackish water and other surface composite materials used in energy operations, linking its land assets to essential infrastructure for upstream activity. LandBridge serves as a specialized energy-adjacent platform that helps enable drilling, production, and field development across key U.S. hydrocarbon regions.
CEO Mr. Jason Long · 4 employees · United States · https://www.landbridgeco.com