LB Stock Recent News

AI is a transformative megatrend, likely to disrupt white-collar jobs and reshape industries more profoundly than most anticipate. Generative AI threatens up to 30% of workforce tasks, with STEM, business, and administrative roles most at risk; blue-collar jobs are safer for now. Job security is declining, making it crucial for individuals to invest and build financial safety nets amid rising uncertainty.

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.

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 (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.

I have been putting far more capital to work this year than I expected, taking advantage of volatility and strong risk/reward setups, not perfect timing. Fearful headlines and trade uncertainty keep many sidelined, but I believe downturns offer the best long-term buying opportunities. My five largest holdings now make up half my portfolio, reflecting deep conviction. In this article, I present my picks.

Explore the exciting world of LandBridge Company (LB -10.76%) with our expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (the “Company,” “LandBridge”) today announced its financial and operating results for the first quarter ended March 31, 2025. First Quarter 2025 Financial Highlights Revenues of $44.0 million, up 131% year-over-year and 20% quarter-over-quarter Net income of $15.5 million(1) Net income margin of 35%(1) Adjusted EBITDA(2) of $38.8 million, up 129% year-over-year and 22% quarter-over-quarter Adjusted EBITDA Margin(2) of 88% Cash flows fr.

IPO Stock Of The Week: Energy leader LandBridge is approaching a new buy point ahead of next week's earnings report.

Energy stocks are volatile, influenced by factors like commodity prices, geopolitical events, and supply changes. However, despite short-term challenges, I remain optimistic for long-term growth in the sector. Current OPEC moves and geopolitical risks have caused short-term price volatility. Still, I believe energy's long-term potential, driven by supply gaps and demand growth, remains intact. I highlight my top natural gas and oil picks, each with strong reserves, low breakeven costs, and a commitment to shareholder returns.

The 'Undercovered' Dozen highlights 12 lesser-covered stocks, offering new investment opportunities and fostering community discussion on their potential. Trinity Capital's stock dip presents a buying opportunity due to its positive interest rate sensitivity, robust dividend, and specialized financing solutions. VICI Properties is a 'Buy' for its stable rental revenues, strong liquidity, and a tariff-proof business model focused on gaming and experiential real estate.