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LBLB

LandBridge Company LLC

$LB·$6.3B·Oil & Gas Exploration & Production·Energy
$80.39-0.4%YTD+61.8%1Y+52.7%
Price updated 1m ago·X counts updated 2d ago
LBLB
$LBLandBridge Company LLC
$80.39-0.41%34 posts0.9×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $LB on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

34X posts · last 7 days
Sep 11Sep 27
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $LB's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-08-30

Conviction runs high on LandBridge as a thematic Permian and datacenter-adjacent land play. One poster names it a 40% portfolio position; another links Exxon's plan to grow Permian output 40% by 2030 directly to LB's produced-water disposal opportunity. Others are drafting write-ups on West Texas datacenter cooling and building a TOLL+M/LAND framework that flags LB as the archetype name.

Read what X is saying about $LB

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $LB — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-29

The move is getting stronger, with heavier trading behind it.

LandBridge is up 62% year-to-date on Permian royalties plus a rapidly-forming West Texas data-center land thesis — 25GW of power in advanced talks per the Q2 call.

LandBridge is a $6.3B-cap West Texas surface-and-subsurface-royalty owner where the operational model captures oil, produced-water disposal, and increasingly data-center land economics.

  • Up 62% year to date and 53% over the last twelve months, at 77% of its 52-week range and 16% above the 200-day moving average.
  • The trailing quarterly-financials array wasn't printed this cycle, but analyst-covered next-year consensus is $1.40 EPS on $194M revenue — a small revenue base with very high margins (op margin 64%, gross margin 92%).
  • Trailing P/E 35 and EV/EBITDA 45 are premium multiples reflecting the royalty-plus-optionality valuation.
  • Beta 0.07 — this genuinely trades on its own catalysts rather than broader market moves.
  • Priced and upsized $125M of additional 6.25% senior notes due 2030 — the balance sheet is being extended to fund water-infrastructure growth.

The November 11 print is where management's data-center commentary (Buck Nail Ranch, Project North, 25GW pipeline) needs to move from narrative into either contracted revenue or announced counterparties.

Agrees with X sentimentThe X sample is deeply bullish — 40% portfolio positions, Exxon Permian ramp linkage, West Texas datacenter cooling write-ups, TOLL+M/LAND framework — that maps onto the fundamental setup and current tape.

What to watch: November 11 print — royalty realizations, produced-water infrastructure ramp, and any explicit data-center land-lease counterparty or Project North update.

On the calendar: 2026-11-11 — Q3 earnings

Read the AI verdict on $LB

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Surface land and natural asset manager in the Delaware Basin earning royalty and service revenues from oil and gas operators in Texas and New Mexico.

Industry overviewAI analysisGenerated by AI from underlying data

Where Oil & Gas Exploration & Production sits in its cycle right now — and what that implies for $LB.

Oil & Gas Exploration & Production · Energy

No material change from last week — Oil retreats as Macron calls G7 to release strategic reserves, trimming the geopolitical premium added by Houthi Red Sea seizure.

What this means for $LB

Neutral — Surface land and natural asset manager in the Delaware Basin earning royalty and service revenues from oil and gas operators in Texas and New Mexico.

Industry benchmark

27-name peer basket
+40.4%YTD
+27.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
35.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
9.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
63.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
27.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
14.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
92.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$0.50$0.53-5.1%
Q1 2026May 6, 2026$0.23$0.70-67.1%
Q4 2025Feb 25, 2026$0.24$0.62-61.3%
Q3 2025Nov 12, 2025$0.26$0.48-45.7%
Next earningsWed, Nov 11·consensus EPS $0.53

Forward consensus

4-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$194.3M$192.2M – $196.4M$1.40$1.31 – $1.453
FY27$250.8M$249.6M – $252.1M$1.88$1.76 – $1.953
FY28$308.6M$301.8M – $315.4M$2.40$2.24 – $2.494
FY29$363.0M$340.2M – $378.9M$3.03$2.82 – $3.144

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.77%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-1.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+15.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 75.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.075-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 7Landbridge Holdings LlcDirector1.3M sh$93.8MSellAug 7David N CapobiancoDirector1.3M sh$93.8M
+ 16 other (8 awards · 4 inkinds · 2 others · 2 conversions) in window

See when $LB insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDSep 228-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

LandBridge Company LLC (LB) announced the pricing on September 22, 2026 of a private placement of $125 million aggregate principal amount of 6.250% Senior Notes due 2030 by subsidiary DBR Land Holdings LLC under Rule 144A and Regulation S, upsized from the initially targeted $100 million. The $25M upsizing signals strong investor demand. This is a non-dilutive debt raise that adds leverage to LandBridge's balance sheet without equity dilution.

8-KPress release / Reg FDSep 228-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

LandBridge Company LLC (LB) announced on September 22, 2026 its intention to offer $100 million in additional aggregate principal amount of 6.250% Senior Notes due 2030 via private placement under Rule 144A and Regulation S, with certain updated investor disclosures also released. This filing is the initial offering announcement, subsequently upsized to $125M at pricing per a concurrent 8-K. Both represent the same non-dilutive debt raise for the Texas land infrastructure operator.

8-KOfficer or director changeSep 218-K — Item 5.02: Officer or director change
SC 13D/AActivist amendmentAug 11SC 13D/A
AI summary

An insider filed an SC 13D/A for Lakeshore Acquisition II (LB), updating beneficial ownership calculations based on 28,404,484 Class A shares outstanding as of August 5, 2026 per the 10-Q filed August 6, 2026, plus 1,250,000 Class A shares from OpCo Unit redemptions. The reporting person's stake assumes conversion of all OpCo Units to Class A shares on a one-for-one basis.

8-KPress release / Reg FDAug 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

LandBridge Company LLC (LB) reported Q2 2026 financial results on 2026-08-05, reporting results detailed in attached press release. The press release notes: mission, press releases and public conference calls as well. Additional items: Item 7.01. Quarterly earnings are a material disclosure; investors should review the full press release for segment details and management commentary.

8-KShareholder voteJun 248-K — Item 5.07: Shareholder vote
AI summary

LandBridge Company LLC (LB) reported shareholder vote results (Item 5.07) from its annual or special meeting on 2026-06-24. Key outcome: Vote of Security Holders. Routine votes (director elections, auditor ratification) are administrative; contested votes or failed say-on-pay are material. Investors should note vote margins on compensation and governance proposals.

8-KPress release / Reg FDMay 68-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 11 other (4 13Gs · 3 proxys · 2 10-Qs · 1 PRE 14C) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Analyzing LandBridge (NYSE:LB) and ProFrac (NASDAQ:ACDC)defenseworld.net·1d agoLandBridge (NYSE:LB) Shares Pass Above 200-Day Moving Average – Here’s What Happeneddefenseworld.net·6d agoLandBridge Announces Pricing of Upsized $125,000,000 Offering of Additional 6.250% Senior Notes due 2030businesswire.com·7d agoLandBridge Announces Launch of $100,000,000 Offering of Additional 6.250% Senior Notes due 2030businesswire.com·7d agoLandBridge: I'd Love To Buy, But I Don't Like The Valuationseekingalpha.com·12d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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