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portfolios on TandT
Bookmarked by
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Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$710.6M
72M shares
52-week range
$7.51 – $17.22
29% from low
Sector
INDUSTRIAL INORGANIC CHEMICALS
Exchange
NYSE
CS
LSB Industries Inc is engaged in the manufacturing and sale of chemical products in the United States. The company manufactures and sells chemical products for the agricultural and industrial sectors. Its products include ammonia, fertilizer grade ammonium nitrate (AN and HDAN), and urea ammonia nitrate (UAN) for agricultural applications; high purity and commercial grade ammonia, sulfuric acids, concentrated, blended, and regular nitric acid, mixed nitrating acids, carbon dioxide, and diesel exhaust fluid for industrial applications; and industrial grade AN (LDAN) and AN solutions for mining applications. Its products are sold through distributors and directly to end customers throughout the United States and other parts of North America.
www.lsbindustries.comNo one on the platform currently holds LXU.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 1,792,506 | $26.7M |
| Execution date | Ratio |
|---|---|
| 2021-10-12 | 1.3-for-1 |
No one on the platform has traded LXU yet.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Top Gainer Stocks Today (August 10, 2026): $ACHR $6.49 | +16.29% Critical Minerals Basket — $CRML , UAMY, USAR, FEAM | Sector-Wide Rally on Federal Funding $LXU Upgraded to Outperform | RBC Capital Price Target: $13 $TH Q2 Beat, Guidance Raised, Massive Contract Win Storage & Enterprise Hardware — $HPE , NTAP | Morgan Stanley Flips Bullish on “Chipflation” https://truthsandnews.com/markets/10-top-gainer-stocks-today-aug-10-2026-bwmn-vrex
View on StockTwits ↗$LXU an oldie but a goodie, one of my favorite longshots in the market.
View on StockTwits ↗$LXU Q2 '26 Earnings Results & Recap • Reported GAAP EPS of -$0.09 down -325.00% YoY • Reported revenue of $168.09M up 11.10% YoY
View on StockTwits ↗$LXU reports after the close, Estimize Consensus +0.01 EPS and +4.12M Revs compared to WS http://www.estimize.com/lxu/fq2-2026?utm_content=
View on StockTwits ↗LSB Industries $LXU saw its model score climb from 58 to 64 while YTD retraced from 41.7% to 32.6%, rising conviction meeting a cooling tape. Brent near $87 keeps the nitrogen fertilizer input-cost transmission intact, and the rating sits at BUY as the priced-in read eased after the drawdown. The invalidation is straightforward: a Hormuz resolution that breaks crude lower pulls the thesis out from under the score move before any entry plays out.
View on StockTwits ↗$LXU $CF Iran is the worlds leading nitrogen fertilizer and with the straight under duress companies like CF and LXU could benefit greatly. It would appear this was already underway since Feb in $CF. Time to do some reading.
View on StockTwits ↗$LXU Ended Q1 with about $182 million in cash and short-term investments, giving it flexibility to invest in projects and manage market cycless.
View on StockTwits ↗$LXU Improving financial performance. In Q1 2026, the company reported: Revenue of $169.5 million ..
View on StockTwits ↗$LXU added 12.89 with the 12.78 limit order in. but adding here at 12.88 and above when it gets over 13.00 i'm done adding.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $660M | +11.0% | $1.04 | $0.97–$1.09 | 10.0× | 2 |
| 2027 | $628M | -4.8% | $0.71 | $0.66–$0.74 | 14.6× | 1 |
| 2028 | $626M | -0.3% | $0.78 | $0.72–$0.84 | 13.3× | 2 |
| 2029 | $564M | -10.0% | $0.65 | $0.61–$0.68 | 15.9× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 4 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-29 | $0.33 | $-0.09 | -127.1% |
| 2026-04-29 | $0.13 | $0.27 | +108.3% |
| 2026-02-25 | $0.18 | $0.22 | +22.2% |
| 2025-10-29 | $0.07 | $0.10 | +42.9% |
| 2025-07-29 | $0.18 | $0.04 | -77.8% |
| 2025-04-29 | $0.02 | $-0.02 | -200.0% |
| 2025-02-26 | $-0.01 | $0.07 | +800.0% |
| 2024-10-29 | $-0.07 |
| $-0.11 |
| -57.1% |
| $724M |
| — |
| KOPKoppers Holdings Inc. | $46.75 | +1.15% | $899M | — |
| KROKronos Worldwide, Inc. | $8.50 | -1.73% | $978M | — |
Source: Financial Modeling Prep · peers by sector/industry