LB

HOUSTON--(BUSINESS WIRE)--LandBridge Corporation (NYSE: LB; NYSE Texas: LB) (“LandBridge” or the “Company”) today announced that it has completed its previously announced conversion and redomestication from a Delaware limited liability company with the name of LandBridge Company LLC to a Texas corporation with the name of LandBridge Corporation (the “Conversion and Redomestication”). The Conversion and Redomestication was approved by the Company's Board of Directors (the “Board”) upon the recom.

LandBridge and Texas Pacific Land comprise 31% of my portfolio, capturing the AI buildout and U.S. oil/water megatrends. Both LB and TPL own vast West Texas acreage, positioning them to benefit from data center expansion and critical water infrastructure bottlenecks. TPL and LB are progressing on multi-gigawatt data center deals, with behind-the-meter solutions and growing water royalties driving future upside.

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB; NYSE TX: LB) ("LandBridge") today announced that it will release its financial results for the third quarter of 2026 after market close on Wednesday, November 4, 2026. LandBridge will host a webcast and conference call to discuss its results on Thursday, November 5, 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.

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB; NYSE Texas: LB) (“LandBridge”) announced today that DBR Land Holdings LLC (the “Issuer”), a subsidiary of LandBridge, has priced its offering (the “Offering”) of $125 million in aggregate principal amount of 6.250% senior notes due 2030 at 99.375% of par (the “New Notes”). The Offering was upsized from the previously announced offering size of $100 million. The Offering is expected to close on October 1, 2026, subject to customary clos.

LandBridge Company LLC delivers exceptional margin and growth via its unique land-licensing model in the Permian Basin. Q2 results highlight 41% revenue and EBITDA growth, with EBITDA margins near 90% and robust free cash flow. LB is pursuing data center and power generation projects, including a 2 GW PowerBridge agreement, but revenue realization remains uncertain.

LandBridge Company LLC (LB) Q2 2026 Earnings Call Transcript

LandBridge and WaterBridge Infrastructure stocks have formed promising technical setups as energy-sector strength supports two relatively new public companies.

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.

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.

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.