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    Is LandBridge (LB) Quietly Recasting Its Permian Story With Samsung-Backed Battery Storage Deals?

    Simply Wall St·12/18/2025 00:27:05
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    • In December 2025, LandBridge Company LLC announced development agreements with subsidiaries of Samsung C&T Renewables, granting exclusive options to lease acreage for two Battery Energy Storage System projects in Pecos and Loving counties, Texas, with a combined planned capacity of 350 MW and potential commercial operation by year-end 2028.
    • These will be the first battery storage projects on LandBridge’s land, highlighting how the company is beginning to use its Permian footprint for grid-supportive renewable infrastructure alongside conventional energy uses.
    • We’ll now examine how adding Samsung-backed battery storage on Permian acreage could influence LandBridge’s investment narrative around renewables diversification.

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    LandBridge Investment Narrative Recap

    To own LandBridge, you need to believe in its Permian land platform steadily converting into recurring, capital light cash flows from both conventional and renewable uses. The Samsung C&T battery storage agreements support the renewables diversification catalyst, but given long lead times and optionality, they do not materially change the near term risk that new projects and partnerships take time to translate into EBITDA.

    The recent US$500,000,000 senior notes issuance and new US$275,000,000 revolving credit facility are the most relevant context here, because they frame how LandBridge is funding its project pipeline while carrying a high debt load. As more long dated infrastructure agreements like the Samsung battery storage projects are added, the timing of when these commitments begin to support the balance sheet will matter even more.

    Yet alongside these growth projects, investors should be aware that LandBridge’s concentrated Permian exposure also...

    Read the full narrative on LandBridge (it's free!)

    LandBridge’s narrative projects $321.7 million revenue and $184.1 million earnings by 2028. This requires 27.2% yearly revenue growth and about a $118.8 million earnings increase from $65.3 million today.

    Uncover how LandBridge's forecasts yield a $74.50 fair value, a 40% upside to its current price.

    Exploring Other Perspectives

    LB 1-Year Stock Price Chart
    LB 1-Year Stock Price Chart

    Six fair value estimates from the Simply Wall St Community span roughly US$50 to US$98 per share, showing a wide spread in expectations. When you contrast that with long lead time renewable and infrastructure projects that can shift revenue into later years, it underlines why views on LandBridge’s future performance can diverge so much and why comparing several perspectives can be useful.

    Explore 6 other fair value estimates on LandBridge - why the stock might be worth as much as 85% more than the current price!

    Build Your Own LandBridge Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.