LandBridge Company (LB) Price Target Trimmed by Analyst

The share price of LandBridge Company LLC (NYSE:LB) fell by 12.11% between November 19 and November 26, 2025, putting it among the Energy Stocks that Lost the Most This Week.

LandBridge Company LLC (NYSE:LB) actively manages its land and resources to support and encourage oil and natural gas development and other critical land uses

On November 26, Wells Fargo slightly lowered its price target on LandBridge Company LLC (NYSE:LB) from $91 to $90, but maintained an ‘Overweight’ rating on its shares.  According to the firm, Landbridge delivered another strong quarter in Q3, with improving visibility for 2026. The analyst highlighted the company’s robust growth outlook for surface-use royalty, while also noting the long-term potential of its accelerating regional data center momentum.

LandBridge Company LLC (NYSE:LB) reported its Q3 results on November 12, with its EPS of $0.24 falling short of estimates by $0.27. However, the company’s revenue of $50.8 million was up 78% YoY and topped expectations, primarily due to growth across all key revenue streams and ‘a high-margin, highly capital-efficient, and asset-light business model’.

However, following the report, Janney Montgomery Scott downgraded the stock from ‘Buy’ to ‘Neutral’ on November 13, while raising its fair value estimate from $63 to $74. Then, LB also came under pressure on November 14 when the company launched an underwritten public offering of 2.5 million Class A shares at $71 per share.

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Disclosure: None.