LANDBRIDGE CO LLC-A (LB) Forecast, Price Target & Analyst Ratings

NYSE:LB • US5149521008

Current stock price

72.02 USD
-0.75 (-1.03%)
At close:
72.02 USD
0 (0%)
After Hours:

Analyst forecast overview

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for LANDBRIDGE CO LLC-A (LB).

Forecast Snapshot

Consensus Price Target

Price Target
$80.20
+ 11.35% Upside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
N/A
Period
Q1 / 2026
EPS Estimate
$0.45
Revenue Estimate
59.692M
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
78.75%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$80.20
Upside
+ 11.35%
From current price of $72.02 to mean target of $80.20, Based on 16 analyst forecasts
Low
$57.57
Median
$75.99
High
$123.90

Price Target Revisions

1 Month
0.00%
3 Months
0.09%

Price Target Summary

16 Wall Street analysts provided a forecast for the next 12 months for LB. The average price target is 80.2 USD. This implies a price increase of 11.35% is expected in the next year compared to the current price of 72.02.
The average price target has been revised upward by 0.09% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

LB Current Analyst RatingLB Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 2 4 6 8

Analyst Ratings History

LB Historical Analyst RatingsLB Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 5 10 15

Analyst Ratings Consensus

ChartMill Buy Consensus
78.75%
LB was analyzed by 16 analysts. The buy percentage consensus is at 79. So analysts seem to be have mildly positive about LB.
In the previous month the buy percentage consensus was at a similar level.
LB was analyzed by 16 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-03-18Wells FargoMaintains Overweight -> Overweight
2026-03-13Goldman SachsMaintains Buy -> Buy
2026-02-27BarclaysMaintains Equal-Weight -> Equal-Weight
2025-11-26Wells FargoMaintains Overweight -> Overweight
2025-11-24Piper SandlerMaintains Neutral -> Neutral
2025-10-17Wells FargoMaintains Overweight -> Overweight
2025-10-14BarclaysMaintains Equal-Weight -> Equal-Weight
2025-08-15Piper SandlerMaintains Neutral -> Neutral
2025-08-08Raymond JamesMaintains Outperform -> Outperform
2025-07-10BarclaysMaintains Equal-Weight -> Equal-Weight
2025-05-21Johnson RiceDowngrade Buy -> Accumulate
2025-05-16Wells FargoMaintains Overweight -> Overweight
2025-03-26Goldman SachsMaintains Buy -> Buy
2025-03-21BarclaysMaintains Equal-Weight -> Equal-Weight
2025-03-07Piper SandlerMaintains Neutral -> Neutral
2025-01-28Raymond JamesMaintains Outperform -> Outperform
2025-01-17BarclaysMaintains Equal-Weight -> Equal-Weight
2025-01-03Goldman SachsReiterate Buy
2024-12-10RBC CapitalReiterate Underperform -> Underperform
2024-11-25Piper SandlerMaintains Neutral -> Neutral
2024-10-15BarclaysMaintains Equal-Weight -> Equal-Weight
2024-10-08Goldman SachsMaintains Buy -> Buy
2024-09-12CitigroupMaintains Neutral -> Neutral
2024-08-09Wells FargoMaintains Overweight -> Overweight
2024-07-25Janney Montgomery ScottInitiate Buy

Next Earnings Forecast Details

Next Earnings Details

Release Date
N/A
Period
Q1 / 2026
EPS Estimate
$0.45
Revenue Estimate
59.692M
Revenue Q2Q
35.66%
EPS Q2Q
27.90%
Number of Analysts
10

Next Earnings Revisions

Revenue (1 Month)
0.55%
Revenue (3 Months)
-0.51%
EPS (1 Month)
-1.27%
EPS (3 Months)
-1.59%

Next Earnings Summary

The next earnings revenue estimate has been revised downward by 0.51% in the past 3 months.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates 2026 - 2028

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2023 2024 2025 2026 2027 2028
Revenue
YoY % growth
LB revenue by date.LB revenue by date.
72.865M
40.73%		109.954M
50.90%		199.093M
81.07%		250.76M
25.95%		302.71M
20.72%		350.64M
15.83%
EBITDA
YoY % growth
LB ebitda by date.LB ebitda by date.
78.771M
2,158.34%		-7.635M
-109.69%		129.97M
1,802.29%		219.02M
68.52%		269.52M
23.06%		303.85M
12.74%
EBIT
YoY % growth
LB ebit by date.LB ebit by date.
70.009M
2,266.12%		-16.51M
-123.58%		118.5M
817.75%		189.1M
59.58%		233M
23.22%		261.07M
12.05%
Operating Margin
LB operating margin by date.LB operating margin by date.
96.08%-15.02%59.52%75.41%76.97%74.46%
EPS
YoY % growth
LB eps by date.LB eps by date.
N/A
-2.16%		N/A
-87.63%		1.61
121.91%		1.87
16.20%		2.45
30.96%		2.33
-4.99%

All data in USD

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q1 / 26 Q2 / 26 Q3 / 26 Q4 / 26 Q1 / 27 Q2 / 27 Q3 / 27 Q4 / 27
EPS
Q2Q % growth		0.45
27.90%		0.44
12.93%		0.49
19.08%		0.51
11.68%		0.67
49.56%		0.69
56.69%		0.71
45.57%		0.72
40.35%
Revenue
Q2Q % growth		59.692M
35.66%		59.26M
24.67%		63.528M
24.98%		67.692M
19.22%		74.503M
24.81%		73.302M
23.70%		79.241M
24.73%		81.439M
20.31%
EBITDA
Q2Q % growth		53.733M
94.42%		52.728M
56.70%		56.028M
45.09%		58.94M
29.41%		62.693M
16.68%		63.654M
20.72%		68.461M
22.19%		70.074M
18.89%
EBIT
Q2Q % growth		44.037M
75.89%		43.189M
51.53%		46.977M
52.10%		50.419M
47.96%		45.32M
2.91%		47.38M
9.70%		50.47M
7.44%		53.56M
6.23%

All data in USD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

LB Yearly Revenue VS EstimatesLB Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 5B 10B 15B
LB Yearly EPS VS EstimatesLB Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 1 2 3 4 5

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
13.08%
EPS Next 5 Year
N/A

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
20.59%
Revenue Next 5 Year
N/A

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
25.97%
EBIT Next 5 Year
N/A
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

LANDBRIDGE CO LLC-A / LB Forecast FAQ

What is the price target for LB stock?

16 analysts have analysed LB and the average price target is 80.2 USD. This implies a price increase of 11.35% is expected in the next year compared to the current price of 72.02.

Can you provide the consensus estimates for LANDBRIDGE CO LLC-A next earnings?

The consensus EPS estimate for the next earnings of LANDBRIDGE CO LLC-A (LB) is 0.45 USD and the consensus revenue estimate is 59.69M USD.

What is the consensus rating for LB stock?

The consensus rating for LANDBRIDGE CO LLC-A (LB) is 78.75 / 100 . This indicates that analysts generally have a positive outlook on the stock.