LB - NYSE
LandBridge Company LLC
$75.92
-0.33%LandBridge Company LLC owns and manages land and resources to support and enhance oil and natural gas development in the United States. It owns surface acres in and around the Delaware Basin in Texas and New Mexico. The company holds a portfolio of oil and gas royalties. It also sells brackish water and other surface composite materials. The company was founded in 2021 and is based in Houston, Texas. LandBridge Company LLC operates as a subsidiary of LandBridge Holdings LLC.
At a Glance
Live SnapshotLandBridge Company LLC Street Expectations Map
Wall Street analysts project that LB stock may see slight declines over the coming 12 months. The consensus 1-year price target stands at 75.00, with estimates ranging from a low of 66.00 to a high of 84.00.
The consensus 1-year price target stands at 75.00, with estimates ranging from a low of 66.00 to a high of 84.00.
Analyst Consensus Analysis
Upside Potential
Fair value territory. Stock trading near consensus target suggests limited near-term catalysts. Focus on fundamental developments.
Analyst Agreement
Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.
Risk-Reward Profile
Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.
Analyst Conviction
Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.
Market Sentiment Insight
Efficient pricing: Stock trading at fair value with strong consensus suggests market has priced in expectations. Look for fundamental inflection points or new catalysts to drive meaningful moves.
LandBridge Company LLC Forward Estimates of Revenue
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Limited coverage may indicate reduced institutional interest or information availability.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Generally favorable outlook with reasonable growth prospects and analyst support.
Key Insight
Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.
LandBridge Company LLC Forward Estimates of Net Income
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Limited coverage may indicate reduced institutional interest or information availability.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Generally favorable outlook with reasonable growth prospects and analyst support.
Key Insight
Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.
LandBridge Company LLC Forward Estimates of EPS
Forward Growth Analysis
Solid growth trajectory indicates healthy business performance and competitive positioning.
Limited coverage may indicate reduced institutional interest or information availability.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Generally favorable outlook with reasonable growth prospects and analyst support.
Key Insight
Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.
LandBridge Company LLC Forward Estimates of EBIT
Forward Growth Analysis
Significant contraction projected—major business challenges or industry disruption likely.
Limited coverage may indicate reduced institutional interest or information availability.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Mixed signals—some positive indicators offset by concerns about growth or uncertainty.
Key Insight
Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.
LandBridge Company LLC Forward Estimates of EBITDA
Forward Growth Analysis
Significant contraction projected—major business challenges or industry disruption likely.
Limited coverage may indicate reduced institutional interest or information availability.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Mixed signals—some positive indicators offset by concerns about growth or uncertainty.
Key Insight
Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.
LandBridge Company LLC Forward Estimates of SG&A Expense
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Limited coverage may indicate reduced institutional interest or information availability.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Generally favorable outlook with reasonable growth prospects and analyst support.
Key Insight
Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.
LandBridge Company LLC Insider Positioning
During the last 12 months, insiders have purchased $165K and sold $528.97M worth of LB shares, resulting in $528.81M of net selling activity.
3 Months
0
0.00
13.0K
975.05K
-975K
-$975K
3-6 Months
3.5K
164.63K
40.4K
3.00M
-2.8M
-$2.83M
6-9 Months
0
0.00
7.5M
525.00M
-525.0M
-$525.00M
9-12 Months
0
0.00
0
0.00
+0
+$0
Top Buyers
Long Jason Thomas
Director, Officer: See Remarks
$100K
Bolling Harrison Fenner
Officer: See Remarks
$40K
Mcneely Scott Lloyd
Officer: See Remarks
$25K
Top Sellers
Capobianco David N
Director, 10 Percent Owner:
$175.00M
Landbridge Holdings Llc
Director, 10 Percent Owner:
$175.00M
Five Point Energy Fund Ii Aiv-Vii Lp
Director, 10 Percent Owner:
$175.00M
Watson Charles L.
Director
$3.97M
Insider Activity Analysis
Net Insider Sentiment
Strong bearish signal with $528.81M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.
Buy/Sell Ratio
Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.
Recent Trend (3 Months)
Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.
Insider Participation
4 insider sellers vs. 3 buyers. More insiders selling than buying suggests cautious or negative sentiment.
Insider Activity Insight
Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.
Related Guides
Continue your LB research with focused valuation guides.
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.