Lsb Industries (NYSE:LXU) Given a $13.00 Price Target by RBC Dominion Securities Analysts
RBC Dominion Securities has set a $13.00 price target for LSB Industries (NYSE:LXU) and maintained an "outperform" rating, suggesting a 27.76% upside. Despite this, analyst sentiment is mixed, with a consensus "Hold" rating and an average target price of $14.25. The company recently reported a quarterly loss of $0.09 per share, missing expectations, though revenue exceeded estimates.
Behavioral Patterns of LXU and Institutional Flows
This article analyzes the behavioral patterns of Lsb Industries Inc. (NYSE: LXU) and institutional flows, highlighting weak near and mid-term sentiment but a positive long-term outlook. It provides AI-generated trading strategies (Position, Momentum Breakout, Risk Hedging) and multi-timeframe signal analysis with support and resistance levels. The report also details key findings, including elevated downside risk and specific price signals for positioning.
153,346 Shares in Lsb Industries Inc. $LXU Purchased by Bank of America Corp DE
Bank of America Corp DE recently acquired 153,346 shares of Lsb Industries Inc. (NYSE:LXU) valued at approximately $1.66 million, now owning about 0.21% of the company. Institutional investors collectively hold 73.67% of LXU, with other major firms like BlackRock Inc. and Arrowstreet Capital Limited Partnership also modifying their stakes. Despite Lsb Industries missing EPS estimates for the last quarter, analysts generally maintain a "Hold" rating with an average price target of $14.67.
Lsb Industries Inc. (NYSE:LXU) Stock Has Consensus Price Target of $14.67
LSB Industries Inc. (NYSE:LXU) has received a consensus "Hold" rating from five brokerages, with an average 12-month price target of $14.67, significantly higher than its opening price of $9.93. Recent analyst actions were mixed, with Royal Bank of Canada upgrading the stock to "outperform" while Weiss Ratings and Wall Street Zen issued weaker hold assessments. Despite missing earnings expectations with a $0.09 loss per share, the company's revenue exceeded estimates, and institutional investors hold a substantial 73.67% of its stock.
LXU5272006 Bond Profile: Coupon and Redemption
This article provides a detailed profile of the LSB Industries, Inc. bond LXU5272006, highlighting its coupon and redemption information. It covers key facts such as the issuer, issue and maturity dates, face value, and the company's business description. The profile also details interest payment specifics, including the 6.25% semi-annual coupon, and outlines upcoming coupon payout schedules and bond redemption information.
Engineers Gate Manager LP Trims Stock Position in Lsb Industries Inc. $LXU
Engineers Gate Manager LP reduced its stake in LSB Industries Inc. (NYSE:LXU) by 61.3% in the second quarter, selling over 153,000 shares and retaining 97,025 shares valued at approximately $1.05 million. Despite institutional investors owning a significant portion of the company, analyst sentiment is cautious with a consensus "Hold" rating. The company recently reported a quarterly EPS miss but exceeded revenue expectations.
Jonathan Z. Ackerman Increases LSB Industries Stake with 1,000 Shares Bought at $11.30
Jonathan Z. Ackerman recently increased his stake in LSB Industries by purchasing 1,000 shares at $11.30 each. This acquisition, an open-market purchase, brings his total holdings in the company to 11,252 shares. The transaction accounts for approximately 8.9% of his updated position.
LSB Industries Insider Jonathan Z. Ackerman Acquires 1,000 Shares at $11.30 Each
Jonathan Z. Ackerman, an insider at LSB Industries (NYSE:LXU), recently acquired 1,000 shares of the company's stock at a price of $11.30 per share. This purchase increased his total holding to 11,252 shares, representing approximately 8.9% of his overall stake. The transaction, recorded on September 15, 2026, provides investors with insight into insider confidence in the company.
Jonathan Ackerman Buys 1,000 Shares of Lsb Industries (NYSE:LXU) Stock
Jonathan Ackerman, a director at LSB Industries (NYSE:LXU), recently purchased 1,000 shares of the company's stock for $11.30 per share, increasing his total holdings by 9.75% to 11,252 shares. This insider buying comes despite the company missing analyst consensus on earnings per share in its last quarterly report, although revenue exceeded expectations. Analysts currently have a consensus "Hold" rating on LXU with an average price target of $14.67.
Lsb industries director Jonathan Ackerman purchases $11,300 in shares
Jonathan Z. Ackerman, a director at LSB Industries, Inc. (NASDAQ:LXU), recently acquired 1,000 shares of the company's common stock for a total of $11,300. This transaction was part of a pre-arranged 10b5-1 trading plan. The company is considered undervalued by InvestingPro analysis, despite reporting mixed results for Q2 2026 with revenue beating expectations but earnings falling short.
Squarepoint Ops LLC Purchases 268,939 Shares of Lsb Industries Inc. $LXU
Squarepoint Ops LLC significantly increased its stake in LSB Industries Inc. (NYSE:LXU) by 339.6% in the second quarter, acquiring 268,939 additional shares and bringing its total holdings to 348,123 shares valued at approximately $3.76 million. Other institutional investors like BlackRock Inc., Dimensional Fund Advisors LP, and Renaissance Technologies LLC also made substantial investments or increased their positions in the company. Despite these purchases, LSB Industries reported a quarterly loss of $0.09 per share, missing consensus estimates, and analysts maintain a "Hold" rating with a target price of $14.67.
LSB Industries Highlights Strategy in New Investor Presentation
LSB Industries (LXU) has released a new investor presentation detailing its strategy as a diversified U.S. nitrogen producer. The presentation highlights improving nitrogen market conditions, identifies $60 million in annual EBITDA run-rate opportunities, and notes a "Buy" analyst rating with a $13.00 price target. TipRanks' AI Analyst, Spark, rates LXU as Neutral, acknowledging strong fundamentals and growth prospects but tempered by technical weakness and market cyclicality.
LSB Industries (NYSE: LXU) plans CO₂ project to capture up to 500,000 tons a year
LSB Industries reported strong financial performance with $199.4 million Adjusted EBITDA for the twelve months ended Q2 2026 and significantly improved net leverage to 1.1x. The company plans a carbon capture and sequestration (CCS) project at its El Dorado facility, set to begin operations in Q1 2027, which is expected to capture 400,000–500,000 metric tons of CO₂ annually and generate an estimated $25–$30 million in annual earnings and cash flow. This initiative, alongside operational improvements and brownfield expansions, is projected to drive substantial future earnings growth.
LSB Industries posts September 2026 investor presentation highlighting $199M TTM Adj. EBITDA and El Dorado CCS plan
LSB Industries recently released an investor presentation for September 2026, detailing its strategy, financials, and projects. Key highlights include trailing twelve-month net sales of $658 million and adjusted EBITDA of $199 million for Q2 2026, representing a 63% year-over-year increase. The company also emphasized its El Dorado Carbon Capture and Sequestration (CCS) project, which is projected to add $25M–$30M to annual earnings.
Bank of New York Mellon Corp Buys New Shares in Lsb Industries Inc. $LXU
Bank of New York Mellon Corp acquired a new stake in LSB Industries Inc. during the second quarter, purchasing 177,759 shares valued at approximately $1.92 million. This acquisition gives the bank a 0.25% stake in the company, which is 73.67% owned by institutional investors and hedge funds. Analyst sentiment for LSB Industries is currently mixed, with a consensus "Hold" rating and an average price target of $14.67, following a recent upgrade by RBC and downgrades by other firms.
Empowered Funds LLC Makes New Investment in Lsb Industries Inc. $LXU
Empowered Funds LLC has acquired a new stake of 355,662 shares in LSB Industries Inc. (NYSE:LXU), valued at approximately $3.85 million. This investment represents 0.49% of the company, with institutional investors collectively owning 73.67% of LXU stock. Despite the company missing its quarterly EPS consensus, its revenue exceeded expectations, and analysts maintain a consensus "Hold" rating with an average price target of $14.67.
Man Group plc Invests $2.93 Million in Lsb Industries Inc. $LXU
Man Group plc recently acquired 270,918 shares of LSB Industries Inc., valued at approximately $2.93 million, representing 0.38% of the company. LSB Industries reported a quarterly loss of $0.09 per share, missing estimates, although revenue exceeded expectations. Analysts currently have a "Hold" rating on LXU with an average price target of $14.67, and institutional investors own 73.67% of the shares.
Bank of America Corp DE Grows Position in Lsb Industries Inc. $LXU
Bank of America Corp DE significantly increased its stake in Lsb Industries Inc. by 124.7% in the first quarter, now owning 249,021 shares valued at $3.71 million. Despite a reported quarterly loss of $0.09 per share, missing analyst consensus, the company's revenue exceeded estimates. Analysts currently maintain an overall "Hold" rating for LXU, with an average price target of $14.67, while recent insider transactions show two company executives selling shares.
LSB Industries (NYSE: LXU) ends NYSE listing for preferred rights
LSB Industries (NYSE: LXU) has delisted its Preferred Stock Purchase Rights from the New York Stock Exchange LLC. This action was taken via a Form 25 filing, certifying compliance with SEC regulations for voluntary withdrawal of securities. The delisting affects only the Preferred Stock Purchase Rights, not other classes of securities.
LSB Industries Inc (LXU) Stock Up 4.0% but GF Value Says Overval
LSB Industries Inc (LXU) saw its stock rise 4.0% to $11.12, reflecting significant year-to-date and one-year gains. However, GuruFocus' GF Value™ indicates the stock is 11.8% overvalued at $9.95, suggesting a lack of margin of safety for investors. The company's GF Score™ of 60/100 is above average, but insider activity shows substantial net selling, prompting caution for potential investors.
Robotti Robert Buys Shares of 2,119,699 Lsb Industries Inc. $LXU
Robotti Robert recently acquired 2.12 million shares of LSB Industries (NYSE:LXU) for approximately $22.9 million, making it their fourth-largest holding. Institutional investors collectively own 73.67% of LXU, while analyst consensus is a "Hold" rating with an average price target of $14.67. Despite the company missing earnings estimates, its revenue surpassed forecasts, and its shares opened at $10.27 after a slight decline.
Lsb industries director Jonathan Ackerman buys $9,890 in stock
Jonathan Z. Ackerman, a director at LSB Industries, Inc. (LXU), purchased 1,000 shares of the company's common stock for $9,890, with prices ranging from $9.78 to $9.96 per share. This acquisition, made under a pre-arranged trading plan, occurred while the stock was trading near $9.87, significantly below its 52-week high. InvestingPro analysis suggests the stock is undervalued, boasting a market cap of $709 million and a strong free cash flow yield of 14%.
LSB Industries (LXU) director adds 1,000 shares under 10b5-1 stock plan
LSB Industries director Jonathan Z. Ackerman purchased 1,000 shares of common stock at a weighted average price of $9.89 per share on August 12, 2026. This transaction was executed under a Rule 10b5-1 trading plan adopted on May 13, 2026, increasing his direct holdings to 10,252 shares. The purchase occurred in multiple trades ranging from $9.78 to $9.96 per share.
Discipline and Rules-Based Execution in LXU Response
This article provides an AI-driven analysis of Lsb Industries Inc. (NYSE: LXU), highlighting positive near-term sentiment amidst mid-term weak bias and long-term strength. It outlines specific institutional trading strategies, including position trading, momentum breakout, and risk hedging, with defined entry, target, and stop-loss zones. The analysis also includes a multi-timeframe signal breakdown for near-term, mid-term, and long-term horizons, along with AI-generated support and resistance levels.
LXU Upgraded by RBC Capital -- Rating Changed to Outperform
RBC Capital has upgraded LSB Industries (LXU) to an Outperform rating with a maintained price target of $13.00, signaling a positive outlook for the chemical manufacturer. Despite the upgrade, GuruFocus indicates LXU is currently 0.6% overvalued at $10.05, with a moderate GF Score™ of 59/100, reflecting strengths in valuation but challenges in growth and profitability. Insider activity shows net selling, suggesting a cautious approach for investors.
RBC Capital upgrades LSB Industries stock rating on nitrogen outlook By Investing.com
RBC Capital has upgraded LSB Industries (NYSE:LXU) from Sector Perform to Outperform,
RBC Upgrades LSB Industries to Outperform From Sector Perform, Maintains $13 Price Target
RBC Capital has upgraded LSB Industries (LXU) to an "Outperform" rating from "Sector Perform," while maintaining a $13 price target. This upgrade comes as the company continues to manufacture and sell chemical products, primarily ammonia and urea ammonia nitrate for agricultural and industrial applications. The article also provides recent news and financial data for LSB Industries.
Lsb Industries Inc. (NYSE:LXU) Receives Consensus Recommendation of "Hold" from Analysts
Lsb Industries Inc. (NYSE:LXU) has received a consensus "Hold" rating from analysts, with an average 12-month price target of $14.67. The company recently reported a quarterly loss of $0.09 per share, missing consensus estimates, but exceeded revenue forecasts. Institutional ownership is strong at 73.67%, despite recent insider share sales.
LSB Industries (LXU) Q2 2026 Earnings Call Transcript
LSB Industries reported a strong Q2 2026 with net sales up 11.1% to $168.1 million and adjusted EBITDA increasing 38.8% to $53.1 million, despite significant turnaround expenses. The company successfully completed major maintenance at its El Dorado and Pryor facilities, which is expected to drive improved reliability and higher production rates. LSB Industries is also advancing its carbon capture and sequestration project at El Dorado, anticipating $25 million to $30 million in annual EBITDA by Q1 2027, and plans a 100,000-ton ammonia capacity expansion at the same facility.
Lsb Industries Inc. $LXU Shares Acquired by Sei Investments Co.
Sei Investments Co. significantly increased its stake in Lsb Industries Inc. by 343.2% in the first quarter, now owning 182,351 shares valued at approximately $2.7 million. Despite institutional interest, analyst sentiment remains cautious with a consensus "Hold" rating and an average price target of $14.67, alongside recent analyst downgrades. LSB Industries reported a quarterly loss of $0.09 per share, missing consensus estimates, though revenue exceeded expectations.
LSB Industries Inc (LXU) Earnings Forecast: Future EPS & Revenue Growth Estimates
This article provides an earnings forecast for LSB Industries Inc (LXU), highlighting its current earnings forecast score, average price target, and analyst ratings. It includes peer comparisons and answers frequently asked questions regarding revenue expectations, price targets, and past EPS performance. The consensus among 4 analysts for LXU is a "Hold" rating.
Enterprise value to revenue forward of LSB Industries, Inc. – SWB:LS3
This article provides financial information for LSB Industries, Inc. (SWB:LS3), specifically focusing on its enterprise value to revenue forward metric. The content highlights the stock's status on the Stuttgart Stock Exchange, indicating the market is currently closed with no recent trades. The article also lists various data sources and copyright information related to the financial data presented.
Lsb Industries (NYSE:LXU) Shares Down 6.7% - Should You Sell?
Lsb Industries (NYSE:LXU) shares dropped 6.7% after the company missed quarterly earnings expectations, reporting a loss of $0.09 per share against an anticipated profit of $0.33, despite exceeding revenue estimates. Analysts have a cautious "Hold" rating on the stock, with an average price target of $14.67, and two insiders recently reduced their holdings through stock sales. The company, a manufacturer of chemical products for agricultural, industrial, and defense markets, also saw an 88% decrease in trading volume.
LSB Industries (NYSE: LXU) lifts EBITDA ~40% and advances major CCS project
LSB Industries reported a 40% year-over-year increase in adjusted EBITDA to $53 million in Q2 2026, driven by higher product pricing and optimized product mix. The company also announced 100% ownership of its El Dorado carbon capture and sequestration (CCS) project, which is expected to capture 400-500K metric tons of CO2 annually and generate $25-$30 million in yearly earnings, supported by federal 45Q tax credits. This development highlights LSB's focus on both financial performance and sustainable low-carbon product offerings.
Arrowstreet Capital Limited Partnership Buys Shares of 769,008 Lsb Industries Inc. $LXU
Arrowstreet Capital Limited Partnership acquired 769,008 shares of LSB Industries Inc. (NYSE:LXU) in the first quarter, representing a 1.07% stake valued at $11.46 million. Despite this new stake and other institutional activity, analyst sentiment for LXU remains cautious with an average "Hold" rating and a price target of $14.67. The company recently reported a quarterly loss of $0.09 per share, missing consensus estimates, though revenue exceeded expectations.
Lsb Industries (NYSE:LXU) Lowered to "Hold" Rating by Wall Street Zen
Wall Street Zen has downgraded LSB Industries (NYSE:LXU) from a "Buy" to a "Hold" rating, aligning with the broader analyst consensus. The company reported a quarterly loss of $0.09 per share, missing estimates, though revenue exceeded expectations. Shares opened at $10.86, below key moving averages, and two insiders recently sold shares while institutional ownership remains high at 73.67%.
LSB INDUSTRIES, INC. Q2 2026: Revenue $168.1M, EPS $(0.09) — 10-Q Summary
LSB Industries Inc. reported its second-quarter 2026 results with an increase in revenue to $168.1 million from $151.3 million year-over-year. Despite the revenue growth, the company posted a net loss of $6.19 million, or diluted EPS of $(0.09), a decline from a net income of $3.01 million and EPS of $0.04 in Q2 2025. Key business highlights included a shift towards higher-value products, completion of the El Dorado turnaround, and strong market demand, alongside a low-carbon initiative.
LSB Industries Inc (LXU) (Q2 2026) Earnings Call Highlights: Record Adjusted EBITDA and ...
LSB Industries Inc. reported record Adjusted EBITDA of $53 million for Q2 2026, a 40% increase from the previous year, with a trailing 12-month Adjusted EBITDA of $200 million. The company successfully completed complex turnarounds at its El Dorado and Pryor facilities, leading to improved production and reliability. Strategic investments in a carbon capture project and an ammonia expansion at El Dorado are expected to significantly boost future earnings and production capacity.
LSB Industries Number of Employees 2026 | Employee Count & Headcount Data
LSB Industries, Inc. (LXU) has approximately 526 employees worldwide as of March 2026, representing a 3.7% growth from 2023. The company, headquartered in Oklahoma City, Oklahoma, is actively hiring with 34 job postings in 2026, a 42.9% increase from 2025. While the average salary is $77,245, overall employee sentiment is negative and declining.
LSB Industries (NYSE: LXU) posts Q2 2026 loss on $28.8M turnarounds
LSB Industries (NYSE: LXU) reported a net loss of $6.2 million for Q2 2026, primarily due to $28.8 million in planned turnaround expenses at its El Dorado and Pryor facilities, despite a rise in net sales to $168.1 million. Adjusted EBITDA increased to $53.1 million, benefiting from higher selling prices and lower natural gas costs. The company also made progress on its El Dorado carbon capture and sequestration (CCS) project, which is expected to capture 400,000–500,000 metric tons of CO₂ annually and generate significant earnings once operational.
LSB 2Q results released showing loss of income but with increased sales
LSB Industries, Inc. announced its second-quarter 2026 results, showing increased net sales of $168.1 million but a net loss of $6.2 million primarily due to significant turnaround expenses at two production facilities. Despite the short-term impact on earnings, the company expects improved performance in the second half of 2026 due to completed maintenance and constructive market conditions for its industrial and fertilizer businesses. LSB is also progressing with its El Dorado Carbon Capture and Sequestration Project, which is projected to generate substantial annual earnings and reduce Scope 1 emissions.
Lsb Industries (NYSE:LXU) Shares Gap Down on Disappointing Earnings
Lsb Industries (NYSE:LXU) shares gapped down following a disappointing earnings announcement. The company reported a quarterly loss of $0.09 per share, missing analyst expectations, despite revenue exceeding estimates. Analysts maintain a "Hold" rating, and recent insider sales have further impacted sentiment.
LSB Industries, Inc. Reports Operating Results for the 2026 Second Quarter
LSB Industries, Inc. reported its second-quarter 2026 results, highlighting increased net sales of $168.1 million compared to $151.3 million in Q2 2025. Despite a net loss of $6.2 million due to significant turnaround expenses, the company achieved an Adjusted EBITDA of $53.1 million, up from $38.3 million in the prior year. The company successfully completed planned maintenance at two facilities and projects strong second-half performance fueled by improved operations, constructive market conditions for industrial and fertilizer products, and progress on its El Dorado Carbon Capture and Sequestration project.
LSB Industries posts ~40% YoY adjusted EBITDA growth, assumes full ownership of El Dorado CCS
LSB Industries reported approximately 40% year-over-year adjusted EBITDA growth for Q2 2026 and announced it has taken full ownership of the El Dorado carbon capture and sequestration (CCS) project. The company plans for the El Dorado CCS project to begin operations in Q1 2027, capturing 400-500k MT of CO2 annually and enabling low-carbon ammonia production. This move improved the company's net debt to TTM adjusted EBITDA ratio to 1.1x.
Earnings Flash (LXU) LSB Industries, Inc. Reports Q2 Revenue $168.1M, vs. FactSet Est of $155.5M
LSB Industries, Inc. reported its Q2 revenue at $168.1 million, surpassing FactSet's estimate of $155.5 million. The company, which manufactures and sells chemical products like ammonia and urea ammonia nitrate, has also been involved in recent acquisition activities, including an agreement to acquire the remaining stake in the El Dorado CCS project. RBC recently adjusted its price target for LSB Industries to $13 from $15.
Lsb Industries (NYSE:LXU) Posts Earnings Results, Misses Expectations By $0.42 EPS
Lsb Industries (NYSE:LXU) reported a quarterly loss of $0.09 per share, missing the Zacks consensus estimate of $0.33 by $0.42. Shares traded up $0.03 to $11.46, within a 12-month range of $7.09 to $17.22. Analysts maintain a consensus "Hold" rating with an average price target of $14.67, while insiders recently sold shares.
LSB expects El Dorado project to sequester 400,000-500,000 tons CO2/year
LSB Industries, Inc. reported second-quarter 2026 results including $168.1 million in net sales and a net loss of $6.2 million, impacted by significant turnaround expenses. The company announced its El Dorado Carbon Capture and Sequestration (CCS) project is expected to sequester 400,000-500,000 metric tons of CO2 annually starting in Q1 2027, reducing Scope 1 emissions by 25% and generating an estimated $25 million to $30 million in annual earnings from federal tax credits. This project underscores LSB's commitment to low-carbon product development and enhanced operational reliability.
LSB Industries Inc (LXU) Risk Assessment: Volatility, Financial Risk & Investment Risk
This article provides a risk assessment for LSB Industries Inc (LXU), indicating a current risk assessment score of 5.18, ranking it 41 out of 65 in the Chemicals industry. Key metrics include a beta of 0.33, implying underperformance in rising markets but smaller declines in falling markets, and detailed data on volatility, maximum drawdown, and liquidity. The U.S. Dollar Index's neutral state is noted to have a neutral effect on the domestic-focused Chemicals industry.
LSB Industries Inc (LXU) Valuation: PE, PB & Fair Value Analysis
This article provides a valuation analysis of LSB Industries Inc (LXU), highlighting its current valuation score, market capitalization, and P/E ratio. The company's valuation score is 7.85, ranking it 42 out of 65 in the Chemicals industry. The article also notes that relevant data for P/B, P/S, and P/CF ratios have not yet been disclosed by the company.
Lsb Industries (NYSE:LXU) Trading Down 3.6% - Should You Sell?
Lsb Industries (NYSE:LXU) shares dropped 3.6% in midday trading with significantly lower volume. Despite beating quarterly earnings expectations, the stock's outlook remains cautious, with analysts generally rating it as "Hold" and two insiders recently selling shares. Institutional investors hold a substantial 73.67% of the company's stock.
