Dec 12, 2025 • Stock Titan
SOMEWHAT-BULLISH
LandBridge (NYSE: LB) sets BESS lease options with Samsung C&T for 350 MW in Texas
LandBridge Company LLC announced development agreements with Samsung C&T Renewables, LLC, providing options to lease acreage for two potential Battery Energy Storage System (BESS) projects in Texas. These projects, with an aggregate capacity of 350 MW, are expected to enhance grid stability and support renewable energy integration. This move marks LandBridge's first BESS projects on its acreage, diversifying its clean energy portfolio.
Dec 06, 2025 • The Globe and Mail
SOMEWHAT-BULLISH
Goldman Sachs Reaffirms Their Buy Rating on LandBridge Company LLC Class A (LB)
Goldman Sachs analyst John Mackay has reaffirmed a Buy rating on LandBridge Company LLC Class A (LB) with a price target of $69.00. This comes as corporate insider sentiment appears negative due to recent selling activity, despite the company reporting significant revenue and profit growth in its latest quarter. Wells Fargo also issued a Buy rating, while another analyst reiterated a Hold.
Nov 30, 2025 • Stock Titan
NEUTRAL
LandBridge (NYSE: LB) to Offer $500M Senior Notes to Repay Existing Credit Facility
LandBridge Company LLC announced that its subsidiary, DBR Land Holdings LLC, plans to offer $500 million in senior notes through a private placement. The proceeds, combined with a new credit facility, will be used to repay and terminate its current credit facility. These notes have not been registered under the Securities Act of 1933.
Nov 27, 2025 • Finviz
NEUTRAL
LandBridge Company (LB) Price Target Trimmed by Analyst
Wells Fargo lowered its price target for LandBridge Company (LB) from $91 to $90 but maintained an 'Overweight' rating, citing a strong Q3 performance and positive outlook. This adjustment comes after a significant drop in stock price and a previous downgrade by Janney Montgomery Scott despite robust revenue growth. The company also recently launched a public offering of Class A shares.
Nov 24, 2025 • Vinson & Elkins
SOMEWHAT-BULLISH
LandBridge Announces Pricing of Secondary Public Offering of Class A Shares
Vinson & Elkins advised LandBridge Company LLC and LandBridge Holdings LLC on an underwritten public offering of 2,500,000 Class A shares by the Selling Shareholder. Goldman Sachs & Co. LLC served as the sole book-running manager for the offering, which closed on November 18, 2025. The Vinson & Elkins team was led by partners Mike Telle and David Oelman.
Nov 19, 2025 • Finviz
SOMEWHAT-BEARISH
LandBridge Company (LB) Fell by Over 27% This Week. Here is Why
LandBridge Company (LB) experienced a significant 27.52% drop in its share price this week due to mixed Q3 results and a public offering of Class A shares. Despite revenue growth, earnings fell short of estimates, leading to a downgrade from 'Buy' to 'Neutral' by Janney Montgomery Scott. The company's decline was exacerbated by a secondary public offering, overshadowing its adjusted EBITDA growth from land purchases.