Added to YB: 2026-08-20
Pitch date: 2026-08-13
LB [neutral]
LandBridge Company LLC
+8.34%
current return
Author Info
Company Info
LandBridge Company LLC, together with its subsidiaries, owns and manages land and resources to support and enhance oil and natural gas development in the United States.
Market Cap
$2.3B
Pitch Price
$75.87
Price Target
N/A
Dividend
0.59%
EV/EBITDA
21.30
P/E
71.70
EV/Sales
14.49
Sector
Real Estate Management and Development
Category
growth
Permian Basin Q2 Update – Power, Water, Solid Waste, and Data Centers - LandBridge Company
LB (earnings): Q2 rev +31% QoQ, driven by surface use easements +41% QoQ (produced water); more ramp ahead as Speedway 1 volumes hit. Late-stage talks w/ 7 counterparties on datacenter/power gen >10GW—call option now in-money. C-Corp conversion sets up index inclusion. Landfill royalty deal at high-single-digit EBITDA adds bootstrap upside.
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