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LandBridge Stock: The AI data center leader is approaching a new buy point as earnings soared 180% in the latest quarter.
LandBridge remains a core holding, with a bullish outlook supported by robust earnings, superior margins, and a compelling land-based royalty model. LB's 2026 EBITDA guidance of $205-$225M exceeds prior expectations, reflecting 20% YoY growth and 89% adjusted-EBITDA margins, underscoring operational leverage. The data center and power infrastructure thesis is accelerating, with key agreements (NRG, Samsung, ONEOK) laying the groundwork for long-term commercial upside.
Laurentian Bank of Canada (LB:CA) Q1 2026 Earnings Call Transcript
LandBridge Company LLC (LB) Q4 2025 Earnings Call Transcript
HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (the “Company,” or “LandBridge”) today announced its financial and operating results for the fourth quarter and fiscal year ended December 31, 2025. Fourth Quarter 2025 Financial Highlights Revenues of $56.8 million, up 56% year-over-year and 12% quarter-over-quarter Net income(1) of $18.2 million Net income margin(1) of 32% Adjusted EBITDA(2) of $51.1 million, up 61% year-over-year and 14% quarter-over-quarter Adjusted EBITDA Margin(2.
Counterpoint Mutual Funds LLC purchased a new position in shares of LandBridge Company LLC (NYSE: LB) in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 9,352 shares of the company's stock, valued at approximately $499,000. Several other large
My concentrated portfolio emphasizes high-conviction holdings: LandBridge, Texas Pacific Land (TPL), QXO Inc., Old Dominion Freight Line (ODFL), and Carlisle Companies (CSL). I prioritize companies with durable business models, high ROIC, pricing power, optionality, strong management, and attractive reinvestment runways over simple valuation metrics. Energy, commercial remodeling, data centers, and AI-driven disruption in fragmented industries are my core secular growth themes.
Insight into Murray Stahl (Trades, Portfolio)'s Fourth Quarter 2025 13F Filing Murray Stahl (Trades, Portfolio) recently submitted the 13F filing for the fourt
I see a rising risk of a second inflation wave, with consensus underestimating persistent inflation above 3% through 2026. Leading indicators like the ISM Manufacturing Prices Index and commodity prices signal renewed inflationary pressures despite subdued official CPI data. My investment thesis favors energy royalties, critical materials, infrastructure, and luxury stocks with strong pricing power to offset inflation risks.
Laurentian Bank of Canada (TSE: LB) shareholders approved a special resolution authorizing a transaction under which Fairstone Bank of Canada will acquire, among other things, all of Laurentian Bank's issued and outstanding common shares for cash consideration of $40.50 per share. The vote took place at a special meeting that management said represented a turning point
Laurentian Bank of Canada (TSE: LB - Get Free Report) shares passed above its two hundred day moving average during trading on Monday. The stock has a two hundred day moving average of C$34.60 and traded as high as C$40.08. Laurentian Bank of Canada shares last traded at C$40.02, with a volume of 409,018 shares
We're in the early stages of a massive $85 trillion global infrastructure buildout, driven by AI, reshoring, and modernization. This capital rotation is fueling explosive demand for energy, power, and commodities—especially copper, silver, and natural gas. Old economy stocks—miners, energy, infrastructure, and equipment providers—are positioned for substantial re-rating and long-term alpha.
HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (“LandBridge”) today announced that it will hold an Investor Day on March 19, 2026 at 1:00 pm ET in New York City, NY. The meeting will feature presentations by Chief Executive Officer Jason Long and other members of the LandBridge leadership team. Those interested in attending the event in person may contact ir@landbridgeco.com. About LandBridge LandBridge owns more than 300,000 surface acres across Texas and New Mexico, located prima.
HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB, NYSE Texas: LB) ("LandBridge") today announced that it will release its financial results for the fourth quarter and the fiscal year ended December 31, 2025 after market close on Wednesday, February 25, 2026. LandBridge will host a webcast and conference call to discuss its results on Thursday, February 26, 2026, at 10 a.m. Central Time / 11:00 a.m. Eastern Time. Webcast Instructions: To listen to the live webcast, please visit the Eve.
Miami International Holdings (MIAX) and WaterBridge Infrastructure (WBI) are high-conviction, overlooked growth stocks with potential to double in five years. MIAX benefits from advanced technology, unique exchange licenses, and strategic partnerships, with margin expansion and new product launches as key upside drivers. WBI leverages essential Permian Basin water infrastructure, fixed-fee contracts, and expanding capacity, with margin and volume growth underpinning a compelling valuation case.
LandBridge Company LLC (NYSE: LB - Get Free Report) shares hit a new 52-week low during mid-day trading on Wednesday. The stock traded as low as $48.11 and last traded at $48.70, with a volume of 214090 shares changing hands. The stock had previously closed at $50.22. Wall Street Analysts Forecast Growth A number of
The market appears expensive, with historical precedent for long periods of low returns after peaks. Consensus expects 15% S&P 500 earnings growth and rising margins, driven by AI innovation, supporting a steady long-term outlook. Analyst forecasts for 2026 should be viewed skeptically, as actual outcomes often diverge from consensus projections.
Energy badly lagged this year, and I underestimated how severe the supply glut would be. I was early - but the long-term thesis remains firmly intact. Today's oil prices aren't sustainable. Low prices are forcing discipline, squeezing supply, and creating a rare setup where sentiment and fundamentals are deeply misaligned. With positioning extremely bearish and costs rising, I see energy setting up for a powerful reversal - offering both income and upside for patient investors.
New York City-based Horizon Kinetics Asset Management increased its LandBridge holding by 133,188 shares in the third quarter. Despite the increased stake, the net position value decreased by $71.14 million as shares collapsed during the period.
Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of Everest Group, Ltd. (NYSE: EG). In a filing disclosed on December 15th, the Representative disclosed that they had bought between $1,001 and $15,000 in Everest Group stock on November 18th. The trade occurred in the Representative's "150 MAIN STREET TRUST > BANK OF AMERICA" account. Representative