
LB Stock Forecast & Price Target
LB Analyst Ratings
Bulls say
LandBridge Co LLC's positive outlook is supported by its robust financial performance, evidenced by a 9% sequential increase in produced water royalty volumes in 3Q25, aligning with consensus estimates. The recent acquisition of the 1918 Ranch is projected to add approximately $20 million in EBITDA for FY26, enhancing future earnings potential. Furthermore, the adjustment of the price target from $55 to $65, reflecting a favorable P/E multiple based on updated EPS estimates, underscores the company's growth trajectory and potential profitability.
Bears say
The revised earnings per share (EPS) projections for LandBridge indicate a decrease for 2025, lowering expectations to $1.61 while only a modest increase is anticipated for 2026 at $2.32. Significant risks, such as exposure to commodity price fluctuations, reliance on the Permian Basin's geographical focus, and challenges in commercial real estate development and inorganic growth, add to the uncertainty surrounding the company's future performance. Additionally, despite closing the valuation gap with a competitor, LandBridge's premium valuation coupled with a competitive landscape for power and data centers raises concerns, contributing to a negative outlook on its stock.
This aggregate rating is based on analysts' research of Landbridge Co LLC and is not a guaranteed prediction by Public.com or investment advice.
LB Analyst Forecast & Price Prediction
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