Ticker

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB; NYSE TX: LB) ("LandBridge") today announced that it will release its financial results for the second quarter of 2026 after market close on Wednesday, August 5, 2026. LandBridge will host a webcast and conference call to discuss its results on Thursday, August 6, 2026, at 10 a.m. Central Time / 11:00 a.m. Eastern Time. Webcast Instructions: To listen to the…

Texas Pacific Land is now primarily an AI infrastructure and data center land play, not just an oil royalty company. TPL's valuation implies an excessive amount of GW of future data center capacity. I rate TPL a SELL with a $250 price target, as its premium bakes in excessive data center growth; LandBridge is a BUY at $75, reflecting more realistic expectations.

Energy sector fundamentals are strengthening as the Iran War de-risks, oil prices normalize, and cyclical growth accelerates. Low global inventories, disciplined CapEx, and secular demand drivers set up a bullish multi-year regime for energy equities. I favor Permian-focused royalty and landowners (LandBridge, Texas Pacific, Freehold Royalties), Canadian oil sands leaders (Canadian Natural Resources, Suncor Energy,…

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (the “Company” or “LandBridge”) today announced that its board of directors has formed a special committee of independent directors to evaluate a potential conversion from a Delaware limited liability company to a Texas corporation. A primary driver of this evaluation is index eligibility. Major benchmarks — including key S&P, Russell and CRSP indexes —…

LandBridge owns strategic surface acreage in the Delaware Basin and collects fees without taking direct drilling or commodity price risk. Q1 revenue grew 16% YoY, and adjusted EBITDA margin remained very high at 88%, showing the strength of the asset-light model. I rate LB a buy because the growth, margin profile, and catalysts justify paying a premium.