LandBridge Company LLC (LB)

NYQ – Real Time Price. Currency in USD

65.12

+4.21 (6.91%)

At close: Jun 26, 2026, 4:00 PM EDT

65.13

+0.01 (0.02%)

After-hours: Jun 26, 2026, 5:38 PM EDT

13.06.2026

LandBridge: The Landlord Quietly Cashing In On Oil, Water And Data Centers

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.

31.05.2026

Oil Be Buying: My Absolute Favorite Energy Stocks

Energy remains a top investment focus due to global demand, constrained supply growth, and attractive sector valuations versus the S&P 500. I highlight my preferred picks across the energy supply chain: LandBridge, Viper Energy, Helmerich & Payne, Diamondback Energy, Western Midstream, and Marathon Petroleum. VNOM offers high cash returns to shareholders, while WES and MPC provide strong yields and capital return strategies, each excelling in their respective niches.

18.05.2026

Undercovered Dozen: Sivers Semiconductors, LandBridge, Hercules Capital, And More

The Undercovered Dozen series spotlights 12 lesser-covered stocks from the past week on Seeking Alpha. This week's edition covers articles published between May 8 and May 14, offering fresh investment ideas. The focus is on stocks that may offer unique opportunities due to limited analyst coverage.

11.05.2026

LandBridge Q1 Earnings Call Highlights

LandBridge NYSE: LB reported higher first-quarter revenue and adjusted EBITDA and raised its full-year 2026 outlook, citing improved visibility into commercial activity, stronger basin conditions and momentum tied to surface-use opportunities in the Delaware Basin.

08.05.2026

LandBridge: The Market Still Has No Idea What This Company Is Becoming

LandBridge Company LLC remains my largest holding and highest-conviction Strong Buy, driven by strategic Permian land ownership and a hyper-efficient, royalty-based business model. Despite sequential revenue and EBITDA declines in 1Q26, LB raised full-year EBITDA guidance to $210–$230M, with 16% year-over-year growth and an 80% free cash flow margin. Surface use royalties surged 41%, now comprising 72% of revenue, while data center and produced water projects like Speedway offer significant embedded growth optionality.

08.05.2026

LandBridge: Valuation, Fundamentals Bridge The Gap Between Target And Current Price

LandBridge maintains robust growth and margins through strategic surface acreage acquisitions and a low-cost, diversified business model. Q1 2026 revenue rose 16% YoY to $51M, with operating margin expanding to 57.4%, demonstrating strong operational leverage despite increased expenses. LB's royalty-based model and expanding surface acreage position it to benefit from higher oil prices and potential demand influx in the US energy sector.

07.05.2026

LandBridge Company LLC (LB) Q1 2026 Earnings Call Transcript

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Press releases

06.05.2026

LandBridge Announces First Quarter 2026 Results

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB; NYSE TX: LB) (the “Company,” or “LandBridge”) today announced its financial and operating results for the first quarter ended March 31, 2026. First Quarter 2026 Financial Highlights Revenues of $51.0 million, representing an increase of 16% year-over-year Net income(1) of $17.9 million, representing an increase of 16% year-over-year Net income margin(1) of 35% Adjusted EBITDA(2) of $44.9 million, representing an increase of 16% year-ov.

02.04.2026

LandBridge Announces Agreement with PowerBridge for the Development of a 2 GW Powered Data Center Campus

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 (the “Alpha Digital Campus”). The lease development agreement grants PowerBridge.

25.02.2026

LandBridge Announces Fourth Quarter and Fiscal Year 2025 Results

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (the “Company,” or “LandBridge”) today announced its financial and operating results for the fourth quarter and fiscal year ended December 31, 2025. Fourth Quarter 2025 Financial Highlights Revenues of $56.8 million, up 56% year-over-year and 12% quarter-over-quarter Net income(1) of $18.2 million Net income margin(1) of 32% Adjusted EBITDA(2) of $51.1 million, up 61% year-over-year and 14% quarter-over-quarter Adjusted EBITDA Margin(2.

22.01.2026

LandBridge Announces Upcoming Investor Day

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (“LandBridge”) today announced that it will hold an Investor Day on March 19, 2026 at 1:00 pm ET in New York City, NY. The meeting will feature presentations by Chief Executive Officer Jason Long and other members of the LandBridge leadership team. Those interested in attending the event in person may contact [email protected]. About LandBridge LandBridge owns more than 300,000 surface acres across Texas and New Mexico, located prima.

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LandBridge Company LLC (LB)

LandBridge: The Landlord Quietly Cashing In On Oil, Water And Data Centers

Oil Be Buying: My Absolute Favorite Energy Stocks

Undercovered Dozen: Sivers Semiconductors, LandBridge, Hercules Capital, And More

LandBridge Q1 Earnings Call Highlights

LandBridge: The Market Still Has No Idea What This Company Is Becoming

LandBridge: Valuation, Fundamentals Bridge The Gap Between Target And Current Price

LandBridge Company LLC (LB) Q1 2026 Earnings Call Transcript

Videos

No Data

Press releases

LandBridge Announces First Quarter 2026 Results

LandBridge Announces Agreement with PowerBridge for the Development of a 2 GW Powered Data Center Campus

LandBridge Announces Fourth Quarter and Fiscal Year 2025 Results

LandBridge Announces Upcoming Investor Day

LandBridge: The Landlord Quietly Cashing In On Oil, Water And Data Centers

Oil Be Buying: My Absolute Favorite Energy Stocks

Undercovered Dozen: Sivers Semiconductors, LandBridge, Hercules Capital, And More

LandBridge Q1 Earnings Call Highlights

LandBridge: The Market Still Has No Idea What This Company Is Becoming

LandBridge: Valuation, Fundamentals Bridge The Gap Between Target And Current Price

LandBridge Company LLC (LB) Q1 2026 Earnings Call Transcript

Videos

No Data

Press releases

LandBridge Announces First Quarter 2026 Results

LandBridge Announces Agreement with PowerBridge for the Development of a 2 GW Powered Data Center Campus

LandBridge Announces Fourth Quarter and Fiscal Year 2025 Results

LandBridge Announces Upcoming Investor Day

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LandBridge Company LLC (LB)

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Company

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LandBridge Company LLC (LB)

LandBridge: The Landlord Quietly Cashing In On Oil, Water And Data Centers

Oil Be Buying: My Absolute Favorite Energy Stocks

Undercovered Dozen: Sivers Semiconductors, LandBridge, Hercules Capital, And More

LandBridge Q1 Earnings Call Highlights

LandBridge: The Market Still Has No Idea What This Company Is Becoming

LandBridge: Valuation, Fundamentals Bridge The Gap Between Target And Current Price

LandBridge Company LLC (LB) Q1 2026 Earnings Call Transcript

Videos

No Data

Press releases

LandBridge Announces First Quarter 2026 Results

LandBridge Announces Agreement with PowerBridge for the Development of a 2 GW Powered Data Center Campus

LandBridge Announces Fourth Quarter and Fiscal Year 2025 Results

LandBridge Announces Upcoming Investor Day

LandBridge: The Landlord Quietly Cashing In On Oil, Water And Data Centers

Oil Be Buying: My Absolute Favorite Energy Stocks

Undercovered Dozen: Sivers Semiconductors, LandBridge, Hercules Capital, And More

LandBridge Q1 Earnings Call Highlights

LandBridge: The Market Still Has No Idea What This Company Is Becoming

LandBridge: Valuation, Fundamentals Bridge The Gap Between Target And Current Price

LandBridge Company LLC (LB) Q1 2026 Earnings Call Transcript

Videos

No Data

Press releases

LandBridge Announces First Quarter 2026 Results

LandBridge Announces Agreement with PowerBridge for the Development of a 2 GW Powered Data Center Campus

LandBridge Announces Fourth Quarter and Fiscal Year 2025 Results

LandBridge Announces Upcoming Investor Day