Insider buying last 90 days
No open-market insider purchases were filed for LB in the last 90 days.
From Form 4 filings, dated to when each was filed.
Every LB insider filing, plotted on the chart in Gekko.Open LB in Gekko
NYSE: LB
LandBridge (LB) Stock Analysis & Forecast
Sep 28 close
$80.72−0.66 (−0.8%)
Gekko Brief
AI summaryLandBridge's week centered on debt financing activity, with subsidiary DBR Land Holdings upsizing a private placement of 6.250% senior notes due 2030, first to $100 million and then to an upsized $125 million, with proceeds directed at repaying borrowings under the revolving credit facility. Alongside this, the company disclosed the planned retirement of Executive Vice President and Chief Administrative Officer Jason Williams, effective July 2027, with a transition period before a successor is named. Shares also crossed above the 200-day moving average during the week, trading as high as $88.07.
LandBridge closed at $80.72, down 0.8%, sitting between its 50-day average of $82.10 and 200-day average of $69.76. The one-month return stands at -9.5%, while the three-month and six-month returns are 15.6% and 12.1% respectively, and the one-year return is 48.4%. The GekkoIndex reads 64, placing the stock in the Accumulation zone, up 9.3 over five days. The current price sits 37.8% below the Gekko Fair Value of $129.81.
The next earnings date falls on 11 November 2026, 43 days out and beyond a typical 20-trading-day holding window. The prior report on 5 August 2026 showed EPS of $0.50 against a $0.53 estimate, with an average absolute reaction of 10.5% historically. No insider, Congress, or unusual options activity appears in the respective 90-day and 30-day windows. Analyst coverage includes 5 firms, with 2 rated buy and 3 hold, and a consensus target of $88.57, implying 9.7% upside from current levels.
Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.
LandBridge price vs fair value
Close $80.72200-day averageGekko Fair Value $129.81
LandBridge quick facts
- Market cap
- $6.22B
- P/E ratio
- 73
- Forward P/E
- 21.6
- EPS, TTM
- $1.13
- Revenue, TTM
- $225.5M
- Profit margin
- 16.5%
- Dividend yield
- 0.54%
- Beta
- 0.10
- Volume
- 200,985 avg 218,705
- 1-year return
- +48.4%
- Typical daily move
- ±3.8%
- Typical 20-day move
- ±10.4%
- 50-day average
- $82.10
- 200-day average
- $69.76
- Next earnings
- Nov 11
- Shares outstanding
- 29.65M
LandBridge swing-trade checklist
LandBridge scores 3 supportive, 1 mixed and 0 headwinds across the 4 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
3 supportive1 mixed0 headwinds
- Trendmixed
Averages disagree
Close $80.72 sits between the 50-day ($82.10) and 200-day ($69.76) averages, or the averages disagree.
See the chart - GekkoIndexsupportive
64, Accumulation
Reading 64 is in the Accumulation zone.
See the GekkoIndex - Fair valuesupportive
37.8% below
Price is 37.8% below Gekko Fair Value (more than 5% below).
See fair value - Smart moneyno data
No data
No insider, Congress or unusual options activity in the window.
See smart money - Earnings risksupportive
Reports in 43 days
Next report Nov 11, 2026, 43 days away — outside a typical 20-trading-day hold.
See earnings - Seasonalityno data
No data
Not enough years of history for a seasonal read.
A description of current data, not a recommendation. How this page works
LandBridge stock chart and price history
LandBridge closed at $80.72 on Sep 28, 2026, +48.4% over the past year, inside a 52-week range of $43.75 to $91.69.
Close50-day average200-day averageVolume
Use the left and right arrow keys to read daily values.
Performance Breakdown
- 1 month
- −9.5%
- 3 months
- +15.6%
- 6 months
- +12.1%
- 1 year
- +48.4%
The full LB chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open LB in Gekko
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About LandBridge
LandBridge manages land and natural assets that support oil and natural gas production throughout the United States. Its core holding is a large stretch of surface acreage located in and around the Delaware Basin, covering territory in both Texas and New Mexico, which forms the basis of the services and resources it provides to producers operating in the region.
Beyond its surface holdings, LandBridge maintains a portfolio of oil and gas royalty interests, giving it a stake in production revenue tied to its land. It also brings in income through the sale of brackish water and other surface-related materials, activities that connect directly to the operational needs of energy companies working across its acreage.
LandBridge was founded in 2021 and operates as a subsidiary of LandBridge Holdings LLC, with its headquarters based in Houston, Texas. Its shares trade on the NYSE under the ticker LB.
- Listed
- NYSE
- Sector
- Commercial services
- Industry
- Miscellaneous commercial services
- Website
- landbridgeco.com
LandBridge GekkoIndex: the smart money zone
LandBridge’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 64, in the Accumulation zone, up 9.3 points over five sessions.
64Accumulation
Up 9.3 points over five sessions, from the Neutral zone.
Reading for Sep 28, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days | ||
|---|---|---|---|---|---|
| Buying | 17 | +6.4% | +4.2% | ||
| Accumulation (current zone) | 170 | +1.1% | +5.6% | ||
| Neutral | 342 | +2.0% | +5.9% | ||
| Distribution | 29 | −4.8% | +0.2% | ||
| Selling | 0 | Not available | |||
Average LB share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.3% over 20 days. Past behaviour doesn’t guarantee future results.
Accumulation zone: Institutional interest building. About the five zones →
See every daily GekkoIndex reading plotted over the LB price, zone by zone.Track LB in Gekko
Is LandBridge stock overvalued? Gekko Fair Value
LandBridge trades 37.8% below Gekko Fair Value of $129.81, so the shares are undervalued on Gekko’s estimate.
Gekko’s own estimate of what LandBridge shares are worth, recalculated every trading day.
$129.81
Gekko Fair Value, Sep 26, 2026
37.8% Undervalued
Gekko Fair Value on every chart, with the gap to price updating daily.Open LB in Gekko
LandBridge insider and Congress trading
No open-market insider purchases were filed for LandBridge, and no Congress trades were disclosed, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
Congress trades last 90 days
No trades in LB were disclosed by members of Congress in the last 90 days.
From congressional disclosures, which report amounts as ranges.
Congress disclosures for LB, plotted on the chart in Gekko.Open LB in Gekko
Buybacks
- Latest authorization
- $50.00M, Feb 25, 2026
From company filings.
LandBridge earnings: next date and track record
LandBridge reports on Nov 11, 2026 (43 days away), and beat the EPS estimate in 0 of its last 8 reports.
Next earnings report
Nov 11, 2026
43 days away
- EPS estimate
- $0.53
- Revenue estimate
- $65.54M
0 of 8reports beat the EPS estimate
±10.5%average move across the report
3 of 8reports followed by a gain
Share-price move across each report
Last earnings call, Aug 5, 2026 AI summary
- What they said
- LandBridge reported record revenues in Q2 2026, with revenue, free cash flow, and adjusted EBITDA growing over 150% since its 2024 IPO, delivering ~360% total shareholder return. The company manages 325,000+ surface acres in the Delaware Basin. LandBridge is actively pursuing digital infrastructure opportunities, currently under LOI, option, or late-stage negotiations with seven counterparties representing 10+ gigawatts of data center and power potential. Board approved conversion from Delaware LLC to Texas corporation.
- Guidance
- Management expects continued growth driven by digital infrastructure, expanding pore space demand, and power generation opportunities. Binding agreements from seven active counterparties representing 10+ gigawatts are anticipated to be announced as they materialize. No specific revenue or earnings targets were disclosed in this excerpt.
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Aug 5, 2026 | $0.50 est $0.53 | $66.80M est $60.00M | +9.1% |
| May 6, 2026 | $0.23 est $0.70 | $51.01M est $58.72M | −3.4% |
| Feb 25, 2026 | $0.24 est $0.62 | $56.78M est $51.91M | +12.8% |
| Nov 12, 2025 | $0.26 est $0.48 | $50.83M est $50.21M | −14.5% |
| Aug 6, 2025 | $0.24 est $0.39 | $47.53M est $49.23M | −13.9% |
| May 7, 2025 | $0.27 est $0.34 | $43.95M est $43.67M | −11.5% |
| Mar 5, 2025 | $0.25 est $0.73 | $36.50M est $43.10M | −5.7% |
| Nov 6, 2024 | $0.07 est $0.26 | $28.49M est $32.49M | +13.4% |
“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.
LandBridge stock forecast and analyst price targets
Analysts’ average 12-month price target for LandBridge is $88.57, +9.7% from the last close, from 5 firms rating the stock in the last 90 days.
$88.57consensus 12-month target, +9.7% from the last close
Now $80.72Avg $88.57
Low $75High $92
Each firm’s latest rating in the last 90 days: 5 firms.
Latest analyst actions
| Date | Firm | Target | vs price |
|---|---|---|---|
| Sep 1 | Piper Sandler | $88 | +9.0% |
| Aug 26 | Citi | $86 | +6.5% |
| Aug 19 | Barclays | $75 | −7.1% |
| Aug 6 | Piper Sandler | $80 | −0.9% |
| Aug 5 | Goldman Sachs | $84 | +4.1% |
+5.6%average 20-day move after past Accumulation readings
±3.8%typical daily move, from the 14-day average range
Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.
LandBridge market cap and key statistics
LandBridge’s market cap is $6.22B, with a P/E ratio of 73 and revenue of $225.5M over the last twelve months.
Valuation
- Market cap
- $6.22B
- P/E ratio
- 73
- Forward P/E
- 21.6
- EPS, TTM
- $1.13
- Gekko Fair Value
- $129.81
Trading
- Volume
- 200,985
- Avg volume, 20 days
- 218,705
- 52-week high
- $91.69
- 52-week low
- $43.75
- Shares outstanding
- 29.65M
Financials
- Revenue, TTM
- $225.5M
- Profit margin
- 16.5%
- Return on equity
- 11.5%
- Quarterly earnings growth, YoY
- +67.5%
Risk and income
- Beta
- 0.10
- Typical daily move
- ±3.8%
- Typical 20-day move
- ±10.4%
- Dividend yield
- 0.54%
LandBridge stock news this week
Coverage of LandBridge this week reads neutral: 2 positive, 3 neutral and 0 negative headlines.
- Analyzing LandBridge (NYSE:LB) and ProFrac (NASDAQ:ACDC)Defense World, Sep 28
- LandBridge Upsizes DBR Senior Notes Private PlacementThe Globe and Mail, Sep 24
- LandBridge (NYSE:LB) Shares Pass Above 200-Day Moving Average – Here’s What HappenedDefense World, Sep 24
- LandBridge Announces Private Offering of Additional Senior NotesThe Globe and Mail, Sep 23
- LandBridge Announces Planned Retirement of Key Executive OfficerThe Globe and Mail, Sep 23
- Form DEF 14C LandBridge Co LLC For: 23 SeptemberInvesting.com India, Sep 23
LandBridge peers
LandBridge’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.
| Stock | GekkoIndex zone | vs Fair Value |
|---|---|---|
| SHOPShopify | Neutral | 5.0% above |
| CTASCintas | Neutral | 11.5% above |
| PYPLPayPal | Accumulation | 4.6% below |
| XYZBlock | Accumulation | 2.5% above |
| CPAYCorpay | Accumulation | 18.1% below |
| FISVFiserv | Buying | 40.6% below |
A peer links to its own page where one exists.
LandBridge stock FAQ
What is LandBridge’s market cap?
LandBridge’s market cap is $6.22B at the Sep 28, 2026 close of $80.72, with 29.65M shares outstanding. The shares trade on a P/E ratio of 73.
What is the LandBridge stock forecast?
The consensus analyst 12-month price target for LandBridge is $88.57, +9.7% from the last close. Of the 5 firms that rated the stock in the last 90 days, 2 rate it a buy, 3 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.
Is LandBridge stock overvalued or undervalued?
On Gekko’s estimate LandBridge is undervalued: the Sep 28, 2026 close of $80.72 is 37.8% below Gekko Fair Value of $129.81. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.
When does LandBridge report earnings next?
LandBridge is expected to report on Nov 11, 2026 (43 days away). Analysts expect earnings of $0.53 per share on revenue of $65.54M. LandBridge beat the earnings estimate in 0 of its last 8 reports, moving 10.5% on average across the report.
What is LandBridge’s 52-week high and low?
LandBridge’s 52-week high is $91.69 and its 52-week low is $43.75; it closed at $80.72 on Sep 28, 2026, +48.4% over the past year.
Is LandBridge stock a buy right now?
Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 3 of the 4 items with data read as supportive (gekkoindex, fair value and earnings risk), 1 as mixed (trend). The checklist is a description of current data, not a recommendation.
How this page works
During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →
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