LandBridge Company LLC (LB)
NYSE NYSE Primary 
TSX 
Why I'm Betting 20% Of My Portfolio On LandBridge's Future
LandBridge (LB) is my largest holding, embodying bullish themes in energy, water, and commercial land in the Permian Basin. LB's unique value lies in its contiguous land, water disposal assets, and growing surface operations, with data center potential as a major future catalyst. Despite volatility and market skepticism, LB delivers strong EBITDA growth, high margins, and prudent M&A, supporting a long-term price target of $120+ per share.
Is the Options Market Predicting a Spike in LandBridge Stock?
Investors need to pay close attention to LB stock based on the movements in the options market lately.
I've Bet 25% Of My Portfolio On This Idea - And It's Just Beginning
AI is transforming markets faster than most people realize. Ignoring it could mean missing once-in-a-generation opportunities. I see energy, water, and infrastructure coming together in ways few are paying attention to, potentially creating a powerful growth story. Momentum is building, and the thesis I've been focused on is unfolding now. I believe its long-term potential is hard to overstate.
If You Like LandBridge, You May Love WaterBridge
I'm excited to cover both LandBridge and WaterBridge, key players in the Permian, as recent developments create huge growth opportunities. LandBridge thrives with low risk and high-margin land royalties, while WaterBridge offers scale, long-term contracts, and rising water demand. Together, these companies form a powerful energy combo, and I'll watch WBI closely while my LB position continues to dominate my portfolio.
I Have Never Been More Bullish On LandBridge
LandBridge is a unique, high-margin Permian land play, benefiting from water management and infrastructure demand with minimal CapEx requirements. Recent volatility and guidance cut are short-term noise; long-term value drivers like water bottlenecks and data center potential remain intact. Key deals with Devon Energy and IPPs, plus regulatory tailwinds, reinforce LandBridge's strategic advantage and future growth runway.
Landbridge: What Goes On Below The Surface?
Landbridge offers a straightforward business model with multiple revenue streams and strategic land holdings in Texas, making it an intriguing portfolio addition. My valuation analysis, using DCF, APV, and peer multiples, yields a price target of $74.27—about 42% above the current share price. Key catalysts include potential acquisitions and new land uses, such as data centers, which could drive further growth.
Betting The Ranch: My 2 Largest Investments Just Got Even Better
My two largest investments just sold off hard, but I'm doubling down, as three major trends are lining up to make this one of my highest-conviction calls ever. Exploding data demand, soaring water value, and dirt-cheap energy are converging in one place. I believe the setup here is simply unmatched. These two companies sit on prime land, earn sky-high margins, and benefit no matter who's doing the drilling, or building. I'm betting big—and sleeping well.
LandBridge: Exposure To Data Centers And The Growing Water-To-Oil Ratio
LandBridge offers a high-margin, low-capex royalty model, benefiting from higher water-to-oil ratios as wells age. Unlike peers, LandBridge is less exposed to oil prices, with 92% of revenue from non-O&G sources. Once the Speedway Pipeline is fully operational, water volumes will grow by over 30%.
LandBridge: Buy Recommendation For This High-Quality Investment Choice
The first year of trading for LandBridge generated a +326% return. The company achieved an impressive EBITDA margin of 88%, while its revenue grew by 131% during Q1 2025. The company operates a basic business model, maintaining minimal operational expenses.
LandBridge Company: Its Solid Business Model And Growth Drivers Justify Its Valuation
LandBridge's high-margin, low-cost business model and strategic land acquisitions drive resilient revenue and cash flow, even amid oil price volatility. Diversified revenue streams—surface royalties, water, and natural gas—offset oil weakness and position LB for growth as energy and data center demand rises. Valuation is justified by valuable Permian Basin land holdings and normalized EBITDA, with potential upside from data center-related agreements and brackish water demand.
Why LandBridge Might Be The Smartest Investment I've Ever Made
LandBridge's unique business model, owning land in the Permian Basin, generates high-margin revenue from surface rights leases, royalties, and resource sales, with minimal CapEx. The company reported impressive 1Q25 results, with 131% revenue growth and 129% adjusted EBITDA growth, despite oil price weakness, emphasizing its diversification into non-oil revenue streams. Strategic land acquisitions and partnerships with top energy producers ensure robust demand for LandBridge's services, supporting long-term growth and resilience against oil price volatility.
LandBridge Company LLC (LB) Q1 2025 Earnings Call Transcript
LandBridge Company LLC (NYSE:LB ) Q1 2025 Results Conference Call May 8, 2025 9:00 AM ET Company Participants Jake Robichaux - Vice President of Finance Jason Long - Chief Executive Officer & Director Scott McNeely - Chief Financial Officer Conference Call Participants Jackie Koletas - Goldman Sachs Kevin MacCurdy - Pickering Energy Partners Derrick Whitfield - Texas Capital Operator Ladies and gentlemen, thank you for standing by. My name is Desiree, and I will be your conference operator today.
