LXULXUBasic Materials · Chemicals

LXU Stock Forecast: LSB Industries, Inc. Price Predictions for 2026-2027

Last close, 14 Aug 2026
$10
+3.65% on the day

The 5 Wall Street analysts covering LSB Industries, Inc. hold a median 12-month price target of $13 — +27.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 96 of 100 as at 15 Aug 2026 — among the strongest tenth. Here, the model and the Street point the same way.

Market cap
$736.5M
Ticker Nerd rank
96 / 100
Median analyst target
$13
Analysts covering
5
Total return, dividends reinvested
1W
+6.3%
1M
−8.6%
YTD
+20.4%
1Y
+33.0%
From 52W high
−39.4%
From 52W low
+33.6%
$8
$17
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

LXU stock analysis: one number for the whole business

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.

Where the model ranks itAs at 15 Aug 2026
96 / 100

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
Value
86
Quality
84
Accruals
84
Volatility
83
Issuance
79
Momentum
64
Size
49
Revisions
42

Growth (98): Sales and profits are climbing, and climbing faster than before.

Revisions (42): 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.

Wall Street

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

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

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$8$10$12$14$16$18Oct 25Jan 26Apr 26Jul 26LXUHigh $18Median $13Low $11

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

What Wall Street says5 analysts
3 Buy2 Hold0 Sell
Low $11Median $13High $18

The green dot is the last close — the median target sits +27.1% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 1 moved their price target up and 2 moved it down.

DateFirmActionRatingTarget
10 Aug 2026RBC CapitalUpgradeOutperform$13
17 July 2026RBC CapitalMaintainsSector Perform$15$13
17 July 2026RBC CapitalMaintainsSector Perform
13 May 2026UBSMaintainsNeutral$17$16
13 May 2026UBSMaintainsNeutral
11 May 2026RBC CapitalMaintainsSector Perform$14$15
11 May 2026RBC CapitalMaintainsSector Perform
7 Apr 2026RBC CapitalDowngradeSector Perform
26 Mar 2026UBSMaintainsNeutral
12 Mar 2026JefferiesMaintainsHold
3 Mar 2026JefferiesMaintainsHold
27 Feb 2026RBC CapitalMaintainsOutperform
20 Jan 2026RBC CapitalMaintainsOutperform
12 Jan 2026UBSMaintainsNeutral
10 Nov 2025RBC CapitalMaintainsOutperform
30 Oct 2025UBSMaintainsNeutral
23 July 2025UBSDowngradeNeutral
16 Apr 2025UBSMaintainsBuy
13 Jan 2025Piper SandlerUpgradeOverweight
4 Nov 2024RBC CapitalReiteratesOutperform

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. LXU appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Estimates

LXU 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
−3.3%
Analysts raising
0
Analysts cutting
2
Fundamentals

LSB Industries, Inc. (LXU) 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
20.5×

Cheaper than 39% of US stocks

Price / sales
1.1×

Cheaper than 68% of US stocks

Price / book
1.4×

Cheaper than 62% of US stocks

EV / EBITDA
6.7×

Cheaper than 50% of US stocks

Growth & margins
Revenue growth (YoY)
11.1%

Higher than 56% of US stocks

Earnings growth (YoY)
11.1%

Higher than 49% of US stocks

Gross margin
6.8%

Higher than 7% of US stocks

Operating margin
−1.6%

Higher than 31% of US stocks

Net margin
5.6%

Higher than 61% of US stocks

Returns & dividend
Return on equity
7.1%

Higher than 57% of US stocks

Return on assets
3.5%

Higher than 68% of US stocks

Dividend yield
0.2%

Higher than 3% of US dividend payers

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

Peers

LXU vs competitors

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

Its peer group, ranked by the same modelChemicals
CompanyMarket capTKN rank
LXULSB Industries, Inc.$736.5M
96
TROXTronox Holdings plc$950.7M
26
RYAMRayonier Advanced Materials, Inc.$569.6M
55
ASPIASP Isotopes, Inc.$534.2M
14
GPREGreen Plains, Inc.$1.1B
99
ASIXAdvansix, Inc.$459.4M
34
VHIValhi, Inc.$458.8M
47

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 →

News

Latest LXU news & analysis

LSB Industries: Why Cost Advantage Makes It A Buy

Seeking Alpha · 17 Aug 2026positive

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 Q2 Earnings Call Highlights

MarketBeat · 31 July 2026positive

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. (LXU) Q2 2026 Earnings Call Transcript

Seeking Alpha · 30 July 2026neutral

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.

LSB Industries, Inc. Reports Operating Results for the 2026 Second Quarter

Business Wire · 29 July 2026negative

LSB Industries reported net sales of $168.1 million for the second quarter of 2026, up from $151.3 million in the same period last year, but recorded a net loss of $6.2 million compared to net income of $3.0 million in the prior-year quarter, largely due to approximately $28.8 million in turnaround expenses.

Why it matters — The shift from net income to a net loss, despite higher sales, signals that turnaround costs significantly weighed on the company's bottom line in the second quarter.

FAQ

Frequently asked questions about LXU stock

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

The 5 Wall Street analysts covering LSB Industries, Inc. have a median 12-month price target of $13, with estimates ranging from $11 to $18. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is LXU stock a buy right now?

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 15 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank LXU?

As at 15 Aug 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).

Will LXU stock go up?

No one can know that. What the data says: the median 12-month target from 5 analysts implies +27.1% from the last close, and Ticker Nerd's factor model ranks LSB Industries, Inc. 96 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 LXU stock forecast for 2030?

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.

How has LXU stock performed over the past year?

LSB Industries, Inc. returned +33.0% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.

What does LSB Industries, Inc. do?

Lsb Industries Inc. is a diversified manufacturing enterprise primarily engaged in the production and sale of chemical products for agricultural, industrial, and mining sectors.

What is the latest news on LXU?

The most recent item we track (Seeking Alpha, 17 Aug 2026): "LSB Industries: Why Cost Advantage Makes It A Buy". 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.

Company

About LSB Industries, Inc.

Lsb Industries Inc. is a diversified manufacturing enterprise primarily engaged in the production and sale of chemical products for agricultural, industrial, and mining sectors. The company is well-known for its role in supplying nitrates, ammonia, and other chemical compounds crucial for fertilization, industrial processes, and mining operations. Lsb Industries plays a critical role in the agriculture industry by providing essential nutrients that enhance crop yield and quality. Additionally, its industrial segment supports various sectors by supplying chemicals for refrigeration systems, heating, and ventilation. Headquartered in the United States, Lsb Industries operates several manufacturing facilities strategically located to serve its broad customer base both domestically and internationally. By maintaining a strong focus on safety, sustainability, and innovation, the company effectively meets the demands of its customers while adhering to environmental regulations. Its commitment to providing high-quality chemical products makes it a significant player in the essential chemicals market, contributing to both food production and industrial manufacturing processes globally.

CEO Mr. Mark T. Behrman · 513 employees · United States · https://www.lsbindustries.com