Jump Report
| Avg Daily Volume: 4,573,281 Market Cap: 6.18B Sector: Services Short Interest: 5.18 |
EARNINGS EXPECTATIONS:
ESTIMATED EPS: .0/share REV: 2,560/M
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LAST QTR: EPS: 2.14/share ESTIMATED: 2.07/share (BEAT)
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NEXT QTR: EPS: .23/share REV: 2,940/M
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FY19: EPS: 2.39/share REV: 13,400/M
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*These are the base metrics we will be watching against the actual release numbers
BEAT/MISS HISTORY: 68% OF THE TIME THEY BEAT ESTIMATES
PRIOR ‘JUMP ZONE’ MOVES (3 QTRS %) -9.59, 6.45, -12.13
POTENTIAL JUMP MOVE: 12-15%
Links To Latest News and Headlines
LandBridge (LB) is back in focus after reporting record second quarter revenue and net income, while outlining plans to redomicile as a Texas corporation and to advance large scale power and digital infrastructure partnerships. See our latest analysis for LandBridge. Recent record earnings, the fresh dividend declaration and management’s push into power and digital infrastructure appear to be feeding into positive sentiment, with LandBridge’s share price at $78.69 and a year to date share…
In the second quarter of 2026, LandBridge Company LLC (NYSE: LB) reported higher revenue of US$66.84 million and net income of US$12.29 million year over year, maintained a US$0.12 per‑share dividend on Class A shares, and outlined an active acquisition pipeline focused on fee-based land, pore space, and infrastructure opportunities. Management also announced plans to redomicile to Texas and highlighted ongoing talks with power and digital infrastructure partners, including more than 10…
LandBridge stock has rallied strongly year to date, yet the valuation picture is mixed as an intrinsic value estimate based on a Discounted Cash Flow (DCF) points to a discount while broader checks do not show a clear bargain. LandBridge is up 62.4% year to date, which puts more pressure on the current price to be backed by durable cash flows rather than short term enthusiasm. Record revenue and advanced talks with power and digital infrastructure partners may support higher long term cash…
Record revenue and cash flow driven by surface-active management in Delaware Basin.
Permian landowners target the data center boom as AI backlash pushes hyperscalers toward Texas’ abundant land, water, and energy.
Analysis and trade direction are uploaded generally between noon and 1pm EST for most events. ALWAYS check back near market close for updates as the analysis can change by end of session.
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ANALYSIS:
StockJumpers trajectory analysis reveals a less than positive reaction to the earnings release. The company the owner of Victoria’s Secret and other iconc brands has been printing multi-year lows and we were looking for a pop on positive release news. This may not be their quarter. They are expected to announce .0 profit per share against 2.5 billion in revenue, which they may meet, but all eyes are on next quarter and FY19 results.
Our preliminary analysis based on the data collected is a negative response, but this is not conclusive. We are biased SHORT on the event at this writing.
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TRADE PLAN:
ENTRY: SELL – end of day (may be revised)
STOP LOSS: NA
TAKE PROFIT: 8%
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UPDATE: (2:43PM) We remain biased short. Our latest review of the data, suggests a negative reaction as previously reported. The concern here is that the stock has been tanking all day is is down 5% from open which means the move may be priced in. Also they are printing NEW multi-year lows, even though it could go lower.
POST RELEASE ACTION: They beat on both, but the forward for next quarter is below expectations. We will take a loss on this one… (no follow on trade)
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NOTE: There is a significant amount of data behind the scenes in getting to the analysis in the tab above. Too much information for traders only confuses things – so this is striped down to only what it needed to make the best possible decision(s) on trading the trajectory.