Analyst Price Targets — LB
| Date | Analyst | Firm | Target | Price @ Post | Source | Headline |
|---|---|---|---|---|---|---|
| November 26, 2025 11:23 am | — | Wells Fargo | $90.00 | $56.10 | TheFly | LandBridge price target lowered to $90 from $91 at Wells Fargo |
| November 24, 2025 12:52 pm | Mark Lear | Piper Sandler | $65.00 | $56.16 | StreetInsider | LandBridge (LB) PT Raised to $65 at Piper Sandler on 1918 Ranch Deal Accretion |
| November 24, 2025 11:45 am | — | UBS | $65.00 | $57.41 | TheFly | LandBridge price target raised to $65 from $55 at Piper Sandler |
| October 14, 2025 10:04 am | — | Barclays | $57.00 | $51.80 | TheFly | LandBridge price target lowered to $57 from $66 at Barclays |
| August 15, 2025 11:09 am | Mark Lear | Piper Sandler | $55.00 | $51.85 | TheFly | LandBridge price target lowered to $55 from $70 at Piper Sandler |
| July 10, 2025 12:04 pm | Theresa Chen | Barclays | $66.00 | $62.61 | TheFly | LandBridge price target lowered to $66 from $80 at Barclays |
| March 21, 2025 11:46 am | — | Barclays | $80.00 | $77.05 | TheFly | LandBridge price target raised to $80 from $79 at Barclays |
| March 7, 2025 11:39 am | — | Wells Fargo | $82.00 | $67.72 | TheFly | LandBridge price target raised to $82 from $80 at Wells Fargo |
| October 15, 2024 5:41 am | Theresa Chen | Barclays | $38.00 | $51.55 | TheFly | LandBridge price target raised to $38 from $29 at Barclays |
| September 11, 2024 3:48 pm | Spiro Dounis | Citigroup | $34.00 | $34.57 | StreetInsider | LandBridge (LB) PT Raised to $34 at Citi |
Latest News for LB
HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB; NYSE TX: LB) ("LandBridge") today announced that it will release its financial results for the first quarter of 2026 after market close on Wednesday, May 6, 2026. LandBridge will host a webcast and conference call to discuss its results on Thursday, May 7, 2026, at 10 a.m. Central Time / 11:00 a.m. Eastern Time. Webcast Instructions: To listen to the live…
Shares of LandBridge Company LLC (NYSE: LB - Get Free Report) have received an average recommendation of "Hold" from the ten analysts that are currently covering the company, MarketBeat.com reports. One investment analyst has rated the stock with a sell recommendation, six have assigned a hold recommendation and three have issued a buy recommendation on the
HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (“LandBridge”) today announced that it has entered into a lease development agreement with PowerBridge LLC (“PowerBridge”) providing the option to lease up to ~3,400 acres in Reeves County, Texas from LandBridge for a giga-scale data center campus with up to 2 GW of initial co-located power generation under development by PowerBridge and its power partners…
I am shifting capital allocation toward scarcity-driven assets like energy, metals, infrastructure, and defense, as the abundance trade in software faces structural disruption from AI. My TOLL framework prioritizes companies with hard assets, durable competitive moats, and long-duration cash flows that are less vulnerable to AI-driven commoditization. Key investment themes include nuclear utilities (VST, CEG),…
Energy remains my top sector for long-term alpha, driven by prudent capital allocation, dwindling reserves, and underestimated demand growth. Despite recent outperformance, I am not chasing momentum; I plan to buy on weakness when geopolitical risk premiums fade. Large E&P companies are prioritizing free cash flow and reserve protection over production growth, supporting a bullish supply outlook.
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