LXUBasic Materials · ChemicalsThe 5 Wall Street analysts covering LSB Industries, Inc. hold a median 12-month price target of $12 — +4.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 99 of 100 as at 31 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 (95): Sales and profits are climbing, and climbing faster than before.
Momentum (69): The shares have been drifting down relative to others.
Size (46): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ 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 +4.2% from it.
Of the 20 most recent actions, 1 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 27 Oct 2026 | Freedom Broker | Initiates | Hold | $9.50 |
| 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 | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
LXU appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 30 Oct 2026, LSB Industries, Inc. returned +39.1% against +12.4% 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 40% of US stocks
Cheaper than 63% of US stocks
Cheaper than 53% of US stocks
Cheaper than 49% of US stocks
Higher than 32% of US stocks
Higher than 86% of US stocks
Higher than 7% of US stocks
Higher than 75% of US stocks
Higher than 64% of US stocks
Higher than 60% of US stocks
Higher than 72% 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 $829.4M and an enterprise value of $1.1B.
Revenue in the twelve months to 30 June 2026: $658.1M. The latest quarter grew 2.0% 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: 18.3×; forward P/E: 10.8× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.17%, 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 →
LSB Industries reported stronger third-quarter 2026 earnings, citing firm demand across its industrial and agricultural businesses. Higher production of nitric acid and ammonium nitrate solution, favorable pricing, and operational improvements supported profitability.
Why it matters — The report highlights demand, production, pricing, and operational factors that contributed to LXU's quarterly profitability.
LSB Industries held its third-quarter 2026 earnings conference call on October 29, 2026. The excerpt lists company executives and participating analysts but provides no financial results or discussion details.
Why it matters — LXU watchers may note the call date and participants, but the excerpt does not include information about the quarter’s performance.
LSB Industries reported third-quarter 2026 net sales of $158.6 million, compared with $155.4 million a year earlier. Net income rose to $16.3 million from $7.1 million, and diluted EPS increased to $0.22 from $0.10.
Why it matters — The results give LXU watchers an update on the company’s quarterly sales and profitability compared with the same quarter last year.
LSB Industries announced it will report third-quarter 2026 financial results after market close on October 28, 2026. Management will discuss the results on a conference call at 10:00 a.m. ET on October 29.
Why it matters — LXU watchers can note the scheduled dates for the company's quarterly results and management discussion.
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.
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. 99 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, LSB Industries, Inc. ranks 99 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 (95 of 100).
No one can know that. What the data says: the median 12-month target from 5 analysts implies +4.2% from the last close, and Ticker Nerd's factor model ranks LSB Industries, Inc. 99 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 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 +39.1% over the 12 months to 30 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, 31 Oct 2026): "Lsb Industries Q3 Earnings Call Highlights". LSB Industries reported stronger third-quarter 2026 earnings, citing firm demand across its industrial and agricultural businesses. Higher production of nitric acid and ammonium nitrate solution, favorable pricing, and operational improvements supported profitability.
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
