LandBridge Company LLC (LB) Stock Analysis
Temp Headwind edge
Energy · Oil & Gas Equipment & Services
Sell if holding. Analyst target reached at $68.92 — A.R:R 0.1:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Consecutive earnings misses (3).
LandBridge owns and manages 315,000+ surface acres in the Delaware Basin (Permian Basin), Texas and New Mexico, earning revenue from surface use royalties, resource sales (brackish water, caliche, sand), and oil and gas mineral royalties. It generated $199.1M total revenues in... Read more
Sell if holding. Analyst target reached at $68.92 — A.R:R 0.1:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Consecutive earnings misses (3). Chart setup: No clear chart pattern; technical signals are mixed. Score 5.0/10, moderate confidence.
Passes 6/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 54d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: moderate.
Recent developments
updated 2026-06-12Recent Developments — LandBridge Company LLC
Latest news
- NEWS LandBridge Company leads all real estate stocks in YoY CapEx growth (VNQ:NYSEARCA) - Seeking Alpha — Seeking Alpha positive
- NEWS Why LandBridge Company LLC Class A Shares Are Surging - TipRanks — TipRanks positive
- NEWS LandBridge (LB) Projected to Post Earnings on Wednesday - MarketBeat — MarketBeat neutral
- NEWS Hammond LB Jackson Ross shares interest in Carolina, other top schools - 247Sports — 247Sports neutral
- NEWS LandBridge (LB) Stock: Why Institutions Own It (Slight Rise) 2026-04-22 - Most Watched Stocks - Cổng thông tin điện tử t — Cổng thông tin điện tử tỉnh Lào Cai positive
Generated 2026-06-15T18:11:46Z.
Upcoming dated catalysts
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Options Flow
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
3 floor-breakers
Momentum below the gate floor. Component breakdown shows what dragged the score down.static
Priced at a premium — multiples above sector norms. Needs delivery on growth + margins to justify.static
No near-term catalyst priced in. Thesis progression will come from fundamentals grinding, not event reaction.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Analyst target reached at $68.92 — A.R:R 0.1:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Consecutive earnings misses (3). Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $64.09. Score 5.0/10, moderate confidence.
Take-profit target: $70.10 (+1.7% upside). Prior stop was $64.09. Stop-loss: $64.09.
Analyst target reached - limited upside remaining; Consecutive earnings misses (3); Expensive valuation.
LandBridge Company LLC trades at a P/E of 70.2 (forward 29.4). TrendMatrix value score: 2.9/10. Verdict: Sell.
16 analysts cover LB with a consensus score of 3.9/5. Average price target: $81.
What does LandBridge Company LLC do?LandBridge owns and manages 315,000+ surface acres in the Delaware Basin (Permian Basin), Texas and New Mexico, earning...
LandBridge owns and manages 315,000+ surface acres in the Delaware Basin (Permian Basin), Texas and New Mexico, earning revenue from surface use royalties, resource sales (brackish water, caliche, sand), and oil and gas mineral royalties. It generated $199.1M total revenues in 2025, primarily driven by oil and gas development activity on its land.