Latest news with #LandBridgeCompanyLLC
Business Insider
a day ago
- Business
- Business Insider
Goldman Sachs Keeps Their Buy Rating on LandBridge Company LLC Class A (LB)
In a report released on July 11, John Mackay from Goldman Sachs maintained a Buy rating on LandBridge Company LLC Class A, with a price target of $78.00. The company's shares closed today at $59.16. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. Mackay covers the Energy sector, focusing on stocks such as Plains All American, Targa Resources, and Williams Co. According to TipRanks, Mackay has an average return of 23.7% and a 64.55% success rate on recommended stocks. In addition to Goldman Sachs, LandBridge Company LLC Class A also received a Buy from Wells Fargo's Roger Read in a report issued on June 27. However, on July 10, Barclays maintained a Hold rating on LandBridge Company LLC Class A (NYSE: LB). Based on LandBridge Company LLC Class A's latest earnings release for the quarter ending March 31, the company reported a quarterly revenue of $43.95 million and a net profit of $6.46 million. In comparison, last year the company earned a revenue of $19.01 million and had a net profit of $10.78 million Based on the recent corporate insider activity of 18 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of LB in relation to earlier this year. Most recently, in May 2025, LandBridge Holdings LLC, a Director at LB sold 1,900,000.00 shares for a total of $142,975,000.00.
Yahoo
2 days ago
- Business
- Yahoo
Wells Fargo Maintained a Buy Rating on LandBridge Company (LB), Kept the PT Unchanged
LandBridge Company LLC (NYSE:LB) is one of the . On June 27, analyst Roger Read of Wells Fargo maintained a Buy rating on LandBridge Company LLC (NYSE:LB) with a price target of $93. Roger Read recognized that LandBridge Company LLC (NYSE:LB) is known for its distinctive position in the market, with growth prospects that set it apart from peers. The analyst believes that the company's ability to generate significant free cash flow from surface and subsurface assets is underappreciated by the market. Moreover, its valuation is linked to an Industrial Real Estate Investment Trust, using multiples of adjusted funds from operations. Read believes that this highlights the company's ability to generate steady cash and investment appeal. A drilling rig manned by engineers and oil field workers preparing to explore a new petroleum reservoir. Analyst Read also likes the company's substantial presence in the Permian Basin, which provides it a competitive edge in water disposal services. The sector is expected to grow alongside increased shale oil production. In addition, LandBridge Company LLC's (NYSE:LB) extensive land assets position it to benefit from datacenter infrastructure and renewable energy projects. LandBridge Company LLC (NYSE:LB) owns and actively manages approximately 273,000 surface acres primarily in the Delaware sub-basin of the Permian Basin. While we acknowledge the potential of LB as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
30-05-2025
- Business
- Yahoo
LandBridge Company (LB) Fell This Week. Here is Why.
The share price of LandBridge Company LLC (NYSE:LB) fell by 8.97% between May 20 and May 27, 2025, putting it among the Energy Stocks that Lost the Most This Week. Let's shed some light on the development. A row of massive oil rigs in a desert landscape, against a setting sun. LandBridge Company LLC (NYSE:LB) actively manages its land and resources to support and encourage oil and natural gas development and other critical land uses. LandBridge Company LLC (NYSE:LB) suffered a blow last week after analysts at Johnson Rice downgraded the firm's rating from Buy to Accumulate, reflecting a shift in the firm's recommendation for how investors should approach the stock. LandBridge Company LLC (NYSE:LB) reported mixed results for its Q1 2025 earlier this month, with its EPS of $0.22 falling below expectations by $0.14. However, the company's revenue grew by 131% YoY to $43.95 million and missed estimates by over $826,000. LandBridge also declared a quarterly cash dividend of $0.1 per share, in line with previous. While we acknowledge the potential of LB to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than LB and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 10 Cheap Energy Stocks to Buy Now and 10 Most Undervalued Energy Stocks to Buy According to Hedge Funds Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
29-05-2025
- Business
- Yahoo
LandBridge Company (LB) Fell This Week. Here is Why.
The share price of LandBridge Company LLC (NYSE:LB) fell by 8.97% between May 20 and May 27, 2025, putting it among the Energy Stocks that Lost the Most This Week. Let's shed some light on the development. A row of massive oil rigs in a desert landscape, against a setting sun. LandBridge Company LLC (NYSE:LB) actively manages its land and resources to support and encourage oil and natural gas development and other critical land uses. LandBridge Company LLC (NYSE:LB) suffered a blow last week after analysts at Johnson Rice downgraded the firm's rating from Buy to Accumulate, reflecting a shift in the firm's recommendation for how investors should approach the stock. LandBridge Company LLC (NYSE:LB) reported mixed results for its Q1 2025 earlier this month, with its EPS of $0.22 falling below expectations by $0.14. However, the company's revenue grew by 131% YoY to $43.95 million and missed estimates by over $826,000. LandBridge also declared a quarterly cash dividend of $0.1 per share, in line with previous. While we acknowledge the potential of LB to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than LB and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 10 Cheap Energy Stocks to Buy Now and 10 Most Undervalued Energy Stocks to Buy According to Hedge Funds Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
13-05-2025
- Business
- Yahoo
LandBridge Company LLC (LB): A Bull Case Theory
We came across a bullish thesis on LandBridge Company LLC (LB) on Substack by FJ Research. In this article, we will summarize the bulls' thesis on LB. LandBridge Company LLC (LB)'s share was trading at $69.12 as of May 8th. LB's trailing and forward P/E were 30.95 and 21.60 respectively according to Yahoo Finance. Aerial view of an oil and natural gas drilling operation on a leasehold position. LandBridge stands out as a quietly compelling opportunity at the intersection of energy security and AI infrastructure. In a market that has turned politically and institutionally cold toward oil, the fundamentals remain unchanged: global demand for oil is not going away, and scalable alternatives are not ready to take over. This disconnect creates fertile ground for companies like LandBridge, which don't bear the risk of drilling but benefit from ongoing production volumes. LandBridge owns over 273,000 surface acres in the Permian Basin — the most prolific oil-producing region in the U.S. — and monetizes this land through a royalty model that echoes the success of Texas Pacific Land (TPL), a legendary compounder. However, LandBridge offers more than just royalties. It owns WaterBridge, a critical and underappreciated water infrastructure platform that serves the region's fracking and wastewater disposal needs, and increasingly, cooling for hyperscale data centers. This last use case introduces the third — and perhaps most transformative — leg of LandBridge's business: AI infrastructure. West Texas isn't just oil-rich, it's power-rich, offering stable, low-cost electricity ideal for powering large-scale data center campuses. LandBridge is already moving on this front, with plans to build a 1-gigawatt data center hub alongside solar and power infrastructure — a massive opportunity to capitalize on the rising demand for compute power driven by AI and cloud growth. While TPL is now a $13+ billion company widely held by institutions, LandBridge, with a market cap under $2 billion, is earlier in its lifecycle and arguably offers greater upside through a more diversified value stack of oil, land, water, and data infrastructure. Insider alignment further strengthens the investment case. Chairman David Capobianco owns over 100 million shares, signaling deep commitment and skin in the game. Management has demonstrated strategic acumen with its $245 million acquisition of 46,000 additional acres in the Southern Delaware Basin in late 2024 — expanding its cash-generating footprint while peers pulled back. Importantly, this is not a speculative energy trade based on oil prices; LandBridge's revenues are tied to production volumes, offering resilience regardless of WTI volatility. At its core, LandBridge is a long-duration compounder disguised as a traditional energy asset. It sits at the confluence of secular tailwinds — the persistent role of oil in global growth and the explosive demand for data infrastructure. With embedded free cash flow, inflation-protected assets, and optionality across multiple monetizable vectors, LandBridge presents an asymmetric investment opportunity hiding in plain sight. LandBridge Company LLC (LB) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 20 hedge fund portfolios held LB at the end of the fourth quarter which was 12 in the previous quarter. While we acknowledge the risk and potential of LB as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than LB but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey. Sign in to access your portfolio
