LXUBasic Materials · ChemicalsThe 5 Wall Street analysts covering LSB Industries, Inc. hold a median 12-month price target of $12 — +18.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 96 of 100 as at 8 Oct 2026 — among the strongest tenth. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores LSB Industries, Inc. 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
Growth (98): Sales and profits are climbing, and climbing faster than before.
Revisions (40): Analysts have, on balance, been cutting their forecasts.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on LXU, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +18.5% from it.
Of the 20 most recent actions, 1 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 10 Aug 2026 | RBC Capital | Upgrade | Outperform | $13 |
| 10 Aug 2026 | RBC Capital | Upgrade | Outperform | — |
| 17 July 2026 | RBC Capital | Maintains | Sector Perform | $15 → $13 |
| 17 July 2026 | RBC Capital | Maintains | Sector Perform | — |
| 13 May 2026 | UBS | Maintains | Neutral | $17 → $16 |
| 13 May 2026 | UBS | Maintains | Neutral | — |
| 11 May 2026 | RBC Capital | Maintains | Sector Perform | $14 → $15 |
| 11 May 2026 | RBC Capital | Maintains | Sector Perform | — |
| 7 Apr 2026 | RBC Capital | Downgrade | Sector Perform | — |
| 26 Mar 2026 | UBS | Maintains | Neutral | — |
| 12 Mar 2026 | Jefferies | Maintains | Hold | — |
| 3 Mar 2026 | Jefferies | Maintains | Hold | — |
| 27 Feb 2026 | RBC Capital | Maintains | Outperform | — |
| 20 Jan 2026 | RBC Capital | Maintains | Outperform | — |
| 12 Jan 2026 | UBS | Maintains | Neutral | — |
| 10 Nov 2025 | RBC Capital | Maintains | Outperform | — |
| 30 Oct 2025 | UBS | Maintains | Neutral | — |
| 23 July 2025 | UBS | Downgrade | Neutral | — |
| 16 Apr 2025 | UBS | Maintains | Buy | — |
| 13 Jan 2025 | Piper Sandler | Upgrade | Overweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
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. LXU appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 8 Oct 2026, LSB Industries, Inc. returned +14.7% against +16.2% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
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 37% of US stocks
Cheaper than 66% of US stocks
Cheaper than 59% of US stocks
Cheaper than 49% of US stocks
Higher than 55% of US stocks
Higher than 49% of US stocks
Higher than 7% of US stocks
Higher than 30% of US stocks
Higher than 61% of US stocks
Higher than 57% of US stocks
Higher than 69% of US stocks
Higher than 63% 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.
LSB Industries, Inc. has a market value of $729.3M and an enterprise value of $1.0B.
Revenue in the twelve months to 30 June 2026: $658.1M. The latest quarter grew 11.1% year on year.
Net income over the same four quarters: $36.7M, a 5.6% net margin.
Diluted earnings per share, trailing twelve months: $0.50.
Free cash flow in the twelve months to 30 June 2026: $86.5M, after $84.4M of capital spending.
Trailing P/E: 20.3×; forward P/E: 9.5× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.20%, paying out 0% of earnings.
LSB Industries, Inc. employs 513 people — $1.3M 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 LSB Industries, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
MarketBeat reports that six of eight major fertilizer inputs rose in price again in September, reversing August's downward trend and offering no cost relief to farmers. The article highlights fertilizer stocks still trading at a discount despite climbing prices.
Why it matters — As a fertilizer producer, LSB Industries could be affected by the ongoing rise in fertilizer input prices.
LSB Industries announced that its Chief Financial Officer, Cheryl Maguire, and Chief Commercial Officer, Damien Renwick, will participate in the UBS Global Materials Conference on September 9th and the Jefferies Industrials Conference on September 10th, both in New York City. They will be available for one-on-one meetings throughout both events.
Why it matters — The company's executives will have direct engagement with investors at two major industry conferences, which could provide visibility into LSB's strategy and operations.
Seeking Alpha rated LSB Industries as a Buy with a $13.50 target, citing a structural U.S. natural gas cost advantage over European peers, operational efficiency gains particularly at the El Dorado plant, and a flexible product mix supporting margin expansion. The firm expects its carbon capture project to generate $25-30 million in annual cash flow by 2027, while noting regulatory and execution risks.
Why it matters — LXU watchers would care because the report highlights the company's cost advantages, plant efficiencies, and a carbon capture project projected to add meaningful cash flow by 2027.
LSB Industries reported higher second-quarter adjusted EBITDA despite planned turnarounds at its El Dorado and Pryor facilities, as stronger product pricing and product-mix optimization offset lower production volumes.
Why it matters — The results show the company's ability to maintain profitability through pricing and mix strategies even when facing operational downtime.
LSB Industries, Inc. held its Q2 2026 earnings call, with the transcript published on Seeking Alpha.
Why it matters — The earnings call provides investors and analysts with direct commentary from management on the company's quarterly financial performance and outlook.
The 5 Wall Street analysts covering LSB Industries, Inc. have a median 12-month price target of $12, with estimates ranging from $11 to $18. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 5 analysts covering LSB Industries, Inc., 3 rate it a Buy, 2 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks LSB Industries, Inc. 96 out of 100 across roughly 4,600 US stocks as at 8 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 8 Oct 2026, LSB Industries, Inc. ranks 96 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 Growth (98 of 100).
No one can know that. What the data says: the median 12-month target from 5 analysts implies +18.5% from the last close, and Ticker Nerd's factor model ranks LSB Industries, Inc. 96 out of 100 as at 8 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering LSB Industries, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for LXU are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $11 to $18 over the next 12 months.
LSB Industries, Inc. returned +14.7% over the 12 months to 8 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
LSB Industries, Inc. is a chemical manufacturing company focused on nitrogen-based products for agricultural, industrial, and mining uses.
The most recent item we track (MarketBeat, 28 Sept 2026): "Fertilizer Prices Keep Climbing: 3 Stocks Still Trading at a Discount". MarketBeat reports that six of eight major fertilizer inputs rose in price again in September, reversing August's downward trend and offering no cost relief to farmers. The article highlights fertilizer stocks still trading at a discount despite climbing prices.
LSB Industries, Inc. is a chemical manufacturing company focused on nitrogen-based products for agricultural, industrial, and mining uses. LSB Industries, Inc. produces and markets ammonia, urea ammonium nitrate, ammonium nitrate, nitric acids, sulfuric acids, carbon dioxide, and diesel exhaust fluid, serving customers that rely on these inputs for fertilizer production, industrial processing, and mineral extraction. The company’s portfolio includes products used in crop nutrition, commercial applications, and specialized industrial formulations, making it an important supplier within the broader chemical and agricultural value chain. LSB Industries, Inc. operates through business activities centered on manufacturing, marketing, and distribution of essential chemical products across the United States.
CEO Mr. Mark T. Behrman · 513 employees · United States · https://www.lsbindustries.com
