LandBridge Company LLC Class A Shares (LB) | Rumor.io

LandBridge

Attention (50-day avg)0%

Attention rank (50-day avg)#1,443

Bullish sentiment (50-day avg)87%

Price to earnings ratio72.5

Market capitalization6.3B

Earnings per share1.12

Dividend yield (TTM)0.6%

Revenue (annual)199.1M

Net income (annual)72.4M

Social

What share of all stock conversation is about LB?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% 0	0% 0	0% 0

Feb 26

$LB reports Q4 results with revenue of $56.8M, EBITDA of $51.1M, and free cash flow of $36.4M, representing strong operational dynamics and 60% YoY growth.
The company's 10%+ QoQ produced water volume growth is expected to drive future performance, with some investors anticipating a potential increase to $85 in the near term.
$LB's earnings results have led to a strong price reaction, with the stock up +11% to +13% in recent trading, driven by excellent earnings and a potential increase in dividends.

Generated by AI

Sentiment

Of the messages about LB that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	—	100% +13.75	90.15% -6.44
Bearish	—	—	0% -13.75	9.85% +6.44

Bullish· Nov 11

LandBridge ($LB) has reached an all-time high before its earnings report tomorrow, with a 70% gain on a 4-week basis, making it a significant portion of some investors' portfolios.
$LB is considered one of the best AI plays, with strong margins and growth, and is more tailored to and focused on data centers compared to similar companies.
The stock has broken out of a long consolidation zone, with strong technical indicators, including a weekly RSI of 63.6 trending up, MACD positive, and ADX strengthening, with a target of 85-90.

Bearish· Jul 29

LandBridge Company LLC's high debt level, at $11 billion, is a major concern for investors.
The company's cost-cutting measures, aimed at benefiting 400 million people, may not be enough to offset its significant debt burden.
The stock's recent price surge, despite the company's financial struggles, may be the result of manipulation by analysts and institutional investors.

Generated by AI

Topics

Of the messages about LB that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	—	100%	9.68%
Earnings	—	—	0%	30.83%
Analysts	—	—	0%	28.66%
Controversies	—	—	0%	0%
Macro	—	—	0%	29.94%
Technical Analysis	—	—	0%	0.89%

Earnings· May 19

L Brands Q1 21 earnings: Revenue $3.02B (exp $3.01B), Adj EPS $1.25 (exp $1.03), Sees Q2 Adj EPS $0.80 to $1.00 (exp $0.73).
L Brands Q1 21 earnings beat estimates, with Adj EPS $1.25 vs. est. $1.21, and Revenue $3.02B vs. est. $3.01B.
L Brands updates Q2 2021 guidance to $0.80-$1.00 EPS, appoints new CFOs for Bath & Body Works and Victoria's Secret, and reports Victoria's Secret total comps for Q1 +9% YoY.

Analysts· Jul 29

$LB was upgraded to Overweight from Neutral at JP Morgan with a price target of $32.
Analysts are raising price targets for L Brands, with some setting targets as high as $32, citing the company's bottom-line inflection and potential for growth.
Several analysts have upgraded L Brands to Overweight or Buy, with price targets ranging from $25 to $32, citing the company's efforts to return to growth and reduce costs.

Technical Analysis· Aug 23

$LB is expected to drop further, potentially breaking support levels and leading to aggressive selling.
The stock's chart is considered ugly, with earnings and comparisons to other companies suggesting a bearish outlook.
Technical indicators, such as Option Order Flow Sentiment and the MACD, have shifted to bearish, with potential support levels at 28.30 and 25.

Generated by AI

Community

Of the messages about LB, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	—	—	6.56%	65.12%
Newcomers	—	—	93.44%	34.88%

Feb 26

The newcomers are excited about the strong earnings results of LandBridge Company LLC ($LB), with a 56.8M revenue increase and a 60% YoY EBITDA growth, which has led to a +10% stock price rise.
Some newcomers are considering buying $LB stock, with one user asking for a good entry point and another mentioning a +13% stock price increase, suggesting a bullish sentiment towards the company.
The newcomers are comparing $LB with other companies, such as $TPL, highlighting the unique value proposition of LandBridge's focus on water and land infrastructure, as well as its royalty-generating assets.

Generated by AI

News

LandBridge Upsizes DBR Senior Notes Private Placement

Detailed price information for Landbridge Company Llc Cl A (LB-N) from The Globe and Mail including charting and trades.

6d agoThe Globe and Mail

LandBridge Announces Private Offering of Additional Senior Notes

Detailed price information for Landbridge Company Llc Cl A (LB-N) from The Globe and Mail including charting and trades.

6d agoThe Globe and Mail

LandBridge Announces Planned Retirement of Key Executive Officer

Detailed price information for Landbridge Company Llc Cl A (LB-N) from The Globe and Mail including charting and trades.

7d agoThe Globe and Mail

LandBridge Prices $125 Million Senior Notes Offering

7d agoYahoo Finance

LandBridge subsidiary prices $125M senior notes offering

7d agoInvesting.com

LandBridge Announces Pricing of Upsized $125,000,000 Offering of Additional 6.250% Senior Notes due 2030

HOUSTON, September 22, 2026--LandBridge Company LLC (NYSE: LB; NYSE Texas: LB) ("LandBridge") announced today that DBR Land Holdings LLC (the "Issuer"), a subsidiary of LandBridge, has priced its offering (the "Offering") of $125 million in aggregate principal amount of 6.250% senior notes due 2030 at 99.375% of par (the "New Notes"). The Offering was upsized from the previously announced offering size of $100 million. The Offering is expected to close on October 1, 2026, subject to customary cl

7d agoYahoo Finance

Also Discussed

Investors talking about LB also mention

#	Name	Attention
1	Texas Pacific Land CorporationTPL	0%-0.01
2	BAD - B.A.D. ETF	——
3	Urban Outfitters Inc.URBN	0%0
4	Williams-Sonoma, Inc.WSM	0%+0
5	FL - Foot Locker, Inc.	——
6	JWN - Nordstrom, Inc.	——
7	Ralph Lauren Corp. Class A Common StockRL	0%0
8	Tapestry Inc.TPR	0%0
9	Fossil Group Inc.FOSL	0%0
10	Macy's Inc.M	0%0

LandBridge Company LLC Class A Shares

Energy
Oil & Gas E&P

LandBridge Company LLC Class A Shares represent limited liability company interests in LandBridge Company LLC, a Houston-based land and resource management business focused on supporting oil and natural gas development. LandBridge owns and manages surface acreage in and around the Delaware Basin in Texas and New Mexico, alongside a portfolio of oil and gas royalties and related surface-use assets. The company also provides brackish water and other surface composite materials used in energy operations, linking its land assets to essential infrastructure for upstream activity. LandBridge serves as a specialized energy-adjacent platform that helps enable drilling, production, and field development across key U.S. hydrocarbon regions.

Website

Location

5555 San Felipe Street

Houston, TX, 77056

United States

Social

What share of all stock conversation is about LB?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% 0	0% 0	0% 0

Feb 26

$LB reports Q4 results with revenue of $56.8M, EBITDA of $51.1M, and free cash flow of $36.4M, representing strong operational dynamics and 60% YoY growth.
The company's 10%+ QoQ produced water volume growth is expected to drive future performance, with some investors anticipating a potential increase to $85 in the near term.
$LB's earnings results have led to a strong price reaction, with the stock up +11% to +13% in recent trading, driven by excellent earnings and a potential increase in dividends.

Generated by AI

Sentiment

Of the messages about LB that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	—	100% +13.75	90.15% -6.44
Bearish	—	—	0% -13.75	9.85% +6.44

Bullish· Nov 11

LandBridge ($LB) has reached an all-time high before its earnings report tomorrow, with a 70% gain on a 4-week basis, making it a significant portion of some investors' portfolios.
$LB is considered one of the best AI plays, with strong margins and growth, and is more tailored to and focused on data centers compared to similar companies.
The stock has broken out of a long consolidation zone, with strong technical indicators, including a weekly RSI of 63.6 trending up, MACD positive, and ADX strengthening, with a target of 85-90.

Bearish· Jul 29

LandBridge Company LLC's high debt level, at $11 billion, is a major concern for investors.
The company's cost-cutting measures, aimed at benefiting 400 million people, may not be enough to offset its significant debt burden.
The stock's recent price surge, despite the company's financial struggles, may be the result of manipulation by analysts and institutional investors.

Generated by AI

Topics

Of the messages about LB that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	—	100%	9.68%
Earnings	—	—	0%	30.83%
Analysts	—	—	0%	28.66%
Controversies	—	—	0%	0%
Macro	—	—	0%	29.94%
Technical Analysis	—	—	0%	0.89%

Earnings· May 19

L Brands Q1 21 earnings: Revenue $3.02B (exp $3.01B), Adj EPS $1.25 (exp $1.03), Sees Q2 Adj EPS $0.80 to $1.00 (exp $0.73).
L Brands Q1 21 earnings beat estimates, with Adj EPS $1.25 vs. est. $1.21, and Revenue $3.02B vs. est. $3.01B.
L Brands updates Q2 2021 guidance to $0.80-$1.00 EPS, appoints new CFOs for Bath & Body Works and Victoria's Secret, and reports Victoria's Secret total comps for Q1 +9% YoY.

Analysts· Jul 29

$LB was upgraded to Overweight from Neutral at JP Morgan with a price target of $32.
Analysts are raising price targets for L Brands, with some setting targets as high as $32, citing the company's bottom-line inflection and potential for growth.
Several analysts have upgraded L Brands to Overweight or Buy, with price targets ranging from $25 to $32, citing the company's efforts to return to growth and reduce costs.

Technical Analysis· Aug 23

$LB is expected to drop further, potentially breaking support levels and leading to aggressive selling.
The stock's chart is considered ugly, with earnings and comparisons to other companies suggesting a bearish outlook.
Technical indicators, such as Option Order Flow Sentiment and the MACD, have shifted to bearish, with potential support levels at 28.30 and 25.

Generated by AI

Community

Of the messages about LB, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	—	—	6.56%	65.12%
Newcomers	—	—	93.44%	34.88%

Feb 26

The newcomers are excited about the strong earnings results of LandBridge Company LLC ($LB), with a 56.8M revenue increase and a 60% YoY EBITDA growth, which has led to a +10% stock price rise.
Some newcomers are considering buying $LB stock, with one user asking for a good entry point and another mentioning a +13% stock price increase, suggesting a bullish sentiment towards the company.
The newcomers are comparing $LB with other companies, such as $TPL, highlighting the unique value proposition of LandBridge's focus on water and land infrastructure, as well as its royalty-generating assets.

Generated by AI

LandBridge

Social

Feb 26

Bullish· Nov 11

Bearish· Jul 29

Earnings· May 19

Analysts· Jul 29

Technical Analysis· Aug 23

Feb 26

LandBridge Upsizes DBR Senior Notes Private Placement

LandBridge Announces Private Offering of Additional Senior Notes

LandBridge Announces Planned Retirement of Key Executive Officer

LandBridge Prices $125 Million Senior Notes Offering

LandBridge subsidiary prices $125M senior notes offering

LandBridge Announces Pricing of Upsized $125,000,000 Offering of Additional 6.250% Senior Notes due 2030

Also Discussed

LandBridge Company LLC Class A Shares

Company Information

Location

LandBridge Upsizes DBR Senior Notes Private Placement

LandBridge Announces Private Offering of Additional Senior Notes

LandBridge Announces Planned Retirement of Key Executive Officer

LandBridge Prices $125 Million Senior Notes Offering

LandBridge subsidiary prices $125M senior notes offering

LandBridge Announces Pricing of Upsized $125,000,000 Offering of Additional 6.250% Senior Notes due 2030

Also Discussed

Social

Feb 26

Bullish· Nov 11

Bearish· Jul 29

Earnings· May 19

Analysts· Jul 29

Technical Analysis· Aug 23

Feb 26