LandBridge

3 days ago · seekingalpha.com

LandBridge Company LLC's water royalty volumes are rising despite slower well drilling. This is due to increasing wastewater volumes from maturing Delaware Basin wells. A projected Delaware Basin disposal-capacity shortfall over the next 10 years should support higher royalty rates. LandBridge is pursuing data-center leases for up to 10 GW, creating meaningful long-term optionality that I estimate can lead to a 6% uplift on TTM revenues.

25 days ago · seekingalpha.com

LandBridge Company LLC delivers exceptional margin and growth via its unique land-licensing model in the Permian Basin. Q2 results highlight 41% revenue and EBITDA growth, with EBITDA margins near 90% and robust free cash flow. LB is pursuing data center and power generation projects, including a 2 GW PowerBridge agreement, but revenue realization remains uncertain.

1 month ago · defenseworld.net

Shares of Laurentian Bank of Canada (TSE: LB - Get Free Report) crossed above its 200-day moving average during trading on Thursday. The stock has a 200-day moving average of C$40.25 and traded as high as C$40.40. Laurentian Bank of Canada shares last traded at C$40.40, with a volume of 81,347 shares traded. Wall Street

2 months ago · seekingalpha.com

LandBridge Company LLC (LB) Q2 2026 Earnings Call Transcript

2 months ago · businesswire.com

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB; NYSE TX: LB) (the “Company,” or “LandBridge”) today announced its financial and operating results for the second quarter ended June 30, 2026. Second Quarter 2026 Financial Highlights Revenues of $66.8 million, representing an increase of 41% year-over-year and 31% quarter-over-quarter Net income(1) of $31.0 million, representing an increase of 68% year-over-year and 74% quarter-over-quarter Net income margin(1) of 46% Adjusted EBITDA(2.

2 months ago · barrons.com

LandBridge and WaterBridge Infrastructure stocks have formed promising technical setups as energy-sector strength supports two relatively new public companies.

2 months ago · businesswire.com

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB; NYSE TX: LB) ("LandBridge") today announced that it will release its financial results for the second quarter of 2026 after market close on Wednesday, August 5, 2026. LandBridge will host a webcast and conference call to discuss its results on Thursday, August 6, 2026, at 10 a.m. Central Time / 11:00 a.m. Eastern Time. Webcast Instructions: To listen to the live webcast, please visit the Events and Presentations section of the LandBrid.

2 months ago · seekingalpha.com

Texas Pacific Land is now primarily an AI infrastructure and data center land play, not just an oil royalty company. TPL's valuation implies an excessive amount of GW of future data center capacity. I rate TPL a SELL with a $250 price target, as its premium bakes in excessive data center growth; LandBridge is a BUY at $75, reflecting more realistic expectations.

3 months ago · businesswire.com

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (the “Company” or “LandBridge”) today announced that its board of directors has formed a special committee of independent directors to evaluate a potential conversion from a Delaware limited liability company to a Texas corporation. A primary driver of this evaluation is index eligibility. Major benchmarks — including key S&P, Russell and CRSP indexes — restrict eligibility to corporations, and LandBridge believes conversion could.

4 months ago · seekingalpha.com

The Undercovered Dozen series spotlights 12 lesser-covered stocks from the past week on Seeking Alpha. This week's edition covers articles published between May 8 and May 14, offering fresh investment ideas. The focus is on stocks that may offer unique opportunities due to limited analyst coverage.