seekingalpha.com · 28 jun

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).

businesswire.com · 15 jun

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.

seekingalpha.com · 13 jun

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.

seekingalpha.com · 31 may

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.

seekingalpha.com · 18 may

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.

marketbeat.com · 11 may

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.

seekingalpha.com · 8 may

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.

seekingalpha.com · 7 may

LandBridge: Valuation, Fundamentals Bridge The Gap Between Target And Current Price

LandBridge maintains robust growth and margins through strategic surface acreage acquisitions and a low-cost, diversified business model. Q1 2026 revenue rose 16% YoY to $51M, with operating margin expanding to 57.4%, demonstrating strong operational leverage despite increased expenses. LB's royalty-based model and expanding surface acreage position it to benefit from higher oil prices and potential demand influx in the US energy sector.