
LB Stock Forecast & Price Target
LB Analyst Ratings
Bulls say
LandBridge Co LLC demonstrates a robust financial outlook, supported by a 9% sequential increase in produced water royalty volumes reported in their 3Q25 results, aligning with consensus estimates. Recent acquisitions, such as the 1918 Ranch, are projected to contribute approximately $20 million to EBITDA in FY26, reflecting the company's capability to enhance earnings and optimize its financial position. Furthermore, the anticipated resilience of natural gas market conditions, coupled with favorable regulatory perspectives, positions LandBridge to benefit from improved upstream activity and increased surface acreage utilization, thereby strengthening its revenue-generating potential.
Bears say
LandBridge Co LLC faces a negative outlook primarily due to declining production, difficulties in securing new supply agreements, and heightened competition from alternative pipelines, leading to concerns about reduced cash flow and revenue. Project delays are anticipated to elevate expenses, further dampening investor sentiment towards the company’s financial stability. Additionally, increasing interest rates pose a significant risk by potentially raising debt service costs, which could adversely affect distributable cash flow, free cash flow generation, and the company's ability to meet its obligations to creditors.
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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