LandBridge: The Permian's Best Kept Secret

LandBridge is redefining Permian land value, leveraging 315,000 acres for energy and AI data center infrastructure. LB posted Q4 revenue of $56.79MM (+55.6% Y/Y), net margin of 32%, and raised its dividend by 20%. Management targets $1,000 SUEE/acre near-term, with potential for further efficiency and revenue growth as digital infrastructure expands.