
LB Stock Forecast & Price Target
LB Analyst Ratings
Bulls say
LandBridge Co LLC has demonstrated strong financial performance, with a 9% sequential increase in produced water royalty volumes in its 3Q25 results, aligning with consensus estimates. The recent acquisition of the 1918 Ranch is anticipated to contribute approximately $20 million in EBITDA for FY26, bolstering future revenue streams and overall financial health. Additionally, the favorable regulatory landscape and expected resilience in natural gas prices further enhance LandBridge's operational prospects, positioning the company for significant growth opportunities.
Bears say
The financial outlook for LandBridge Co LLC appears negative due to a combination of declining production, the inability to secure new supply agreements, and increased competition, which may lead to decreased revenues. The potential for reduced margins and throughput volumes raises concerns about the sustainability of cash dividends, with projected earnings per share seeing a downward revision for 2025. Additionally, rising interest rates could exacerbate the company's financial instability by increasing debt service costs and threatening its ability to meet obligations if operational performance does not improve.
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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