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Landbridge (LB) Stock News

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Welcome to our dedicated page for Landbridge news (Ticker: LB), a resource for investors and traders seeking the latest updates and insights on Landbridge stock.

LandBridge Company LLC manages surface acreage and related resources in Texas and New Mexico, primarily in the Delaware sub-region of the Permian Basin. Its news centers on financial results, surface-use royalties and revenues, resource sales and royalties, oil and gas royalties, and commercial activity tied to energy, power, digital infrastructure and other land uses.

Company updates also cover acreage additions, bolt-on transactions, balance-sheet actions, investor presentations, and projects that use LandBridge land for produced-water handling, power generation or data-center infrastructure. The company was formed by Five Point Infrastructure LLC and trades Class A shares representing limited liability company interests under LB.

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LandBridge (NYSE: LB) reported Q1 2026 results: revenues $51.0M (+16% YoY), net income $17.9M (+16% YoY), and Adjusted EBITDA $44.9M (+16% YoY). The company raised full‑year 2026 Adjusted EBITDA guidance to $210M–$230M (≈24% growth at midpoint), declared a $0.12 quarterly dividend payable June 18, 2026, added ~5,700 acres (>320,000 total), and granted a lease option for ~3,400 acres to a giga‑scale data center project.

Liquidity totaled $259.7M with borrowings of $545M as of March 31, 2026.

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LandBridge (NYSE: LB) will release first-quarter 2026 financial results after market close on Wednesday, May 6, 2026.

The company will host a live webcast and conference call to discuss results on Thursday, May 7, 2026 at 10:00 AM CT / 11:00 AM ET. According to the company, the webcast will be available on the Investor Relations Events and Presentations page and will be archived afterwards. Participants must pre-register online to receive unique dial-in details for the call.

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LandBridge (NYSE: LB) entered a lease development agreement granting PowerBridge an option to lease ~3,400 acres in Reeves County, Texas for the Alpha Digital Campus, a giga-scale data center campus with up to 2 GW of initial co-located power generation.

PowerBridge has filed a Generation Interconnection Request and ordered long-lead equipment. First power delivery is anticipated in 2027, with large-scale generation following in 2028, subject to regulatory processes and commercial discussions.

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WaterBridge (NYSE:LB) reported fourth quarter 2025 produced water handling volumes of 2.6 million barrels per day and revenue of $208.9 million, quarterly increases of 1% and 2% respectively. Full year 2025 pro forma revenue was $790.0 million (+19% YoY) with combined volumes of 2.4 million BPD (+15% YoY). Adjusted EBITDA for full year 2025 was $402.8 million with a pro forma Adjusted EBITDA margin of 51%. Company announced Phase II open season for the Speedway pipeline, inaugural $0.05 quarterly dividend, 2026 Adjusted EBITDA guidance of $420–$460 million, and FY2026 capex of $430–$490 million.

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LandBridge (NYSE: LB) will webcast its Investor Day on March 19, 2026 at 1:00 pm ET. The listen-only webcast and related presentation materials will be available via the Events and Presentations section of the company website.

Presentations include CEO Jason Long, CFO Scott McNeely, Chairman David Capobianco, and a fireside chat on digital infrastructure and West Texas growth with industry experts including PowerBridge CEO Alex Hernandez.

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LandBridge (NYSE: LB) reported strong Q4 and full‑year 2025 results with Q4 revenue $56.8M (+56% YoY, +12% QoQ) and 2025 revenue $199.1M (+81% YoY). Adjusted EBITDA was $177.2M for 2025 (+83% YoY) and company issued 2026 guidance of $205M–$225M.

Board raised the quarterly dividend 20% to $0.12 per share, authorized a $50M repurchase, closed a $500M senior notes offering and a new $275M revolver, and booked Free Cash Flow of $122.0M in 2025.

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WaterBridge (NYSE: WBI) launched an open season on Feb 23, 2026 for the Speedway Phase II Pipeline, accepting commitments through Apr 20, 2026.

The project would add up to 500,000 barrels per day (bpd) of incremental produced-water throughput in Eddy and Lea counties, New Mexico, to out‑of‑basin pore space owned by affiliate LandBridge (NYSE: LB).

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LandBridge (NYSE: LB) will hold an Investor Day on March 19, 2026 at 1:00 pm ET in New York City. The event will feature presentations by Chief Executive Officer Jason Long and other members of the leadership team. Investors interested in attending in person may contact ir@landbridgeco.com for registration details.

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LandBridge (NYSE: LB) will release fourth quarter and fiscal year 2025 results after market close on Wednesday, February 25, 2026. The company will host a webcast and conference call to discuss results on Thursday, February 26, 2026 at 10:00 a.m. CT / 11:00 a.m. ET. Investors should visit the LandBridge Investor Relations Events and Presentations page at least 10–15 minutes early to register and install any required audio software. The live webcast will be archived on the investor site. To join the conference call, participants must pre-register online to receive unique dial-in information; pre-registration is available up to the call start time.

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LandBridge (NYSE: LB) entered development agreements with subsidiaries of Samsung C&T Renewables that provide options to lease acreage for two potential Battery Energy Storage System projects in Pecos and Loving counties, Texas, with an aggregate capacity of 350 MW. The agreements give Samsung C&T exclusive rights at each site to deploy and develop BESS facilities intended to support grid stability and renewable integration. The projects could reach commercial operation as soon as year-end 2028 and mark the first BESS projects on LandBridge’s acreage, highlighting the company’s move to leverage land assets for renewable energy development.

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FAQ

What is the current stock price of Landbridge (LB)?

The current stock price of Landbridge (LB) is $69.29 as of June 12, 2026.

What is the market cap of Landbridge (LB)?

The market cap of Landbridge (LB) is approximately 1.9B.