LandBridge Schedules Second Quarter Earnings Release and Conference Call

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.

Business Wire • Jul 13, 2026

LandBridge & Texas Pacific Land: The Picks-And-Shovels Of The West Texas AI Boom

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.

Seeking Alpha • Jul 9, 2026

The Market Is Dead Wrong: I'm Buying Dirt-Cheap Energy Stocks

Energy sector fundamentals are strengthening as the Iran War de-risks, oil prices normalize, and cyclical growth accelerates. Low global inventories, disciplined CapEx, and secular demand drivers set up a bullish multi-year regime for energy equities. I favor Permian-focused royalty and landowners (LandBridge, Texas Pacific, Freehold Royalties), Canadian oil sands leaders (Canadian Natural Resources, Suncor Energy, Cenovus), and low-cost U.S. producers (Diamondback, Permian Resources).

Seeking Alpha • Jun 28, 2026

LandBridge Forms Special Committee to Evaluate Potential Corporate Conversion

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.

Business Wire • Jun 15, 2026

LandBridge: The Landlord Quietly Cashing In On Oil, Water And Data Centers

LandBridge owns strategic surface acreage in the Delaware Basin and collects fees without taking direct drilling or commodity price risk. Q1 revenue grew 16% YoY, and adjusted EBITDA margin remained very high at 88%, showing the strength of the asset-light model. I rate LB a buy because the growth, margin profile, and catalysts justify paying a premium.

Seeking Alpha • Jun 13, 2026

Oil Be Buying: My Absolute Favorite Energy Stocks

Energy remains a top investment focus due to global demand, constrained supply growth, and attractive sector valuations versus the S&P 500. I highlight my preferred picks across the energy supply chain: LandBridge, Viper Energy, Helmerich & Payne, Diamondback Energy, Western Midstream, and Marathon Petroleum. VNOM offers high cash returns to shareholders, while WES and MPC provide strong yields and capital return strategies, each excelling in their respective niches.

Seeking Alpha • May 31, 2026

A Retirement Crisis May Be Coming - And Most Investors Are Not Ready

Retirement investing is becoming more urgent and challenging due to Social Security risks, persistent inflation, and extreme equity market concentration. The TOLL model - focusing on tangible assets, oligopoly, low incremental capital intensity, and long-duration cash flows - offers a robust framework for building resilient portfolios. I favor total return TOLL stocks like LandBridge and Texas Pacific Land and income-oriented mineral rights and midstream companies such as Viper Energy and Topaz Energy.

Seeking Alpha • May 27, 2026

Undercovered Dozen: Sivers Semiconductors, LandBridge, Hercules Capital, And More

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.

Seeking Alpha • May 18, 2026

LandBridge Q1 Earnings Call Highlights

LandBridge NYSE: LB reported higher first-quarter revenue and adjusted EBITDA and raised its full-year 2026 outlook, citing improved visibility into commercial activity, stronger basin conditions and momentum tied to surface-use opportunities in the Delaware Basin.

MarketBeat • May 11, 2026

LandBridge: The Market Still Has No Idea What This Company Is Becoming

LandBridge Company LLC remains my largest holding and highest-conviction Strong Buy, driven by strategic Permian land ownership and a hyper-efficient, royalty-based business model. Despite sequential revenue and EBITDA declines in 1Q26, LB raised full-year EBITDA guidance to $210–$230M, with 16% year-over-year growth and an 80% free cash flow margin. Surface use royalties surged 41%, now comprising 72% of revenue, while data center and produced water projects like Speedway offer significant embedded growth optionality.

Seeking Alpha • May 8, 2026