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LB Stock Forecast & Price Target

LB Analyst Ratings

Based on 5 analyst ratings
Buy
Strong Buy 20%
Buy 20%
Hold 60%
Sell 0%
Strong Sell 0%

Bulls say

LandBridge is viewed positively because Fairstone’s all-cash acquisition at $40.50 per share implies a strong strategic endorsement, with the deal value representing about 76% of LB’s Q3/26 tangible book value and regulatory progress already advancing toward late 2026 close. Operationally, LB remains resilient with Q3/26 loan growth improving to 0.9% YoY, commercial loans rising 8.1% YoY, a CET 1 ratio of 11.0%, and a gross impaired loan ratio of 1.09%, suggesting manageable credit risk despite higher provisions. Even with an adjusted efficiency ratio of 76.1% and elevated PCLs of $25.6 million, the company’s specialized commercial platform and land/resource franchise in the Permian Basin support the case for durable strategic value.

Bears say

LandBridge is facing a negative fundamental setup because earnings have repeatedly come in below expectations, with Q2/26 adjusted EPS of $0.46 and Q3/26 adjusted EPS of $0.51 versus stronger forecasts, while total revenues and non-interest income also missed estimates. Credit quality is the core weakness: impaired PCLs surged to $25.3 million in Q2/26 and $27.0 million in Q3/26, pushing the gross impaired loan ratio to 1.00%–1.09% and exposing reliance on a single large commercial file. Added pressure from expected loan declines, lower NIMs, higher transaction-related charges, and acquisition-related uncertainty limits visibility and supports a cautious outlook.

LB has been analyzed by 5 analysts, with a consensus rating of Buy. 20% of analysts recommend a Strong Buy, 20% recommend Buy, 60% suggest Holding, 0% advise Selling, and 0% predict a Strong Sell.

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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FAQs About Landbridge Co LLC (LB) Forecast

Analysts have given LB a Buy based on their latest research and market trends.

According to 5 analysts, LB has a Buy consensus rating as of Nov 13, 2026. This rating is provided by third-party analysts and is not investment advice from Public.com.

Wall Street analysts have set a price target of $85, reflecting a 0.00% increase from the current stock price.

Financial analysts have set a price target of $85, indicating a 0.00% increase from the current stock price, but ratings and forecasts are frequently updated based on market conditions, earnings reports, and industry trends. This prediction is provided by third-party analysts and is not investment advice from Public.com.

Landbridge Co LLC (LB)


LB Analyst Forecast & Price Prediction

Get the latest LB stock forecast, including analyst ratings and price predictions, with real-time AI-powered fundamental data and custom analysis

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