WI

WaterBridge Infrastructure LLC

WBI·NYSE

$30.25

+0.90%
EnergyOil & Gas Energy

WaterBridge Infrastructure provides water management solutions primarily for oil exploration and production companies. The company operates water infrastructure networks mainly in the Delaware Basin, with additional assets in the Eagle Ford and Arkoma basins. It handles produced water, focusing on collection, transportation, recycling, and management to support energy industry operations.

At a Glance

Live Snapshot
Market Cap$1.42B
EPS-0.1000
P/E Ratio-302.50
Earnings Date06/12/2026
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WaterBridge Infrastructure LLC Street Expectations Map

WBI · NYSE

Wall Street analysts project that WBI stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 34.00, with estimates ranging from a low of 30.00 to a high of 38.00.

Lowest Target
30.00
-0.83%
Consensus Target
34.00
12.40%
Highest Target
38.00
25.62%

The consensus 1-year price target stands at 34.00, with estimates ranging from a low of 30.00 to a high of 38.00.

Analyst Consensus Analysis

Upside Potential

+12.4%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

23.5% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

31.00x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Asymmetric upside: Strong return potential with favorable risk-reward profile. The limited downside relative to upside makes this an attractive risk-adjusted opportunity for growth-oriented portfolios.

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WaterBridge Infrastructure LLC Forward Estimates of Revenue

WBI · NYSE
Latest Revenue
525.55M
FY 2025
Avg Estimate
895.39M
FY 2026
Estimate Range
872.19M - 918.61M
Analyst Spread

Forward Growth Analysis

Projected Growth+70.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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WaterBridge Infrastructure LLC Forward Estimates of Net Income

WBI · NYSE
Latest Net Income
-4.54M
FY 2025
Avg Estimate
21.68M
FY 2026
Estimate Range
5.46M - 45.53M
Analyst Spread

Forward Growth Analysis

Projected Growth+577.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread185%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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WaterBridge Infrastructure LLC Forward Estimates of EPS

WBI · NYSE
Latest EPS
-0.10
FY 2025
Avg Estimate
$0.52
FY 2026
Estimate Range
$0.13 - $1.05
Analyst Spread

Forward Growth Analysis

Projected Growth+619.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread178%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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WaterBridge Infrastructure LLC Forward Estimates of EBIT

WBI · NYSE
Latest EBIT
0.00
FY 2025
Avg Estimate
89.19M
FY 2026
Estimate Range
86.88M - 91.50M
Analyst Spread

Forward Growth Analysis

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

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WaterBridge Infrastructure LLC Forward Estimates of EBITDA

WBI · NYSE
Latest EBITDA
204.24M
FY 2025
Avg Estimate
209.21M
FY 2026
Estimate Range
203.79M - 214.64M
Analyst Spread

Forward Growth Analysis

Projected Growth+2.4%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

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WaterBridge Infrastructure LLC Forward Estimates of SG&A Expense

WBI · NYSE
Latest SG&A Expense
47.24M
FY 2025
Avg Estimate
86.51M
FY 2026
Estimate Range
84.27M - 88.76M
Analyst Spread

Forward Growth Analysis

Projected Growth+83.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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WaterBridge Infrastructure LLC Insider Positioning

WBI · NYSE

During the last 12 months, insiders have purchased $264K worth of WBI shares, with no selling activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

13.1K

263.84K

Sold

0

0.00

Net Activity

+264K

+$264K

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
RMHJ

Reitz Michael Howard Jr

Officer: See Remarks

4.9K shares1 transactions

$100K

2
LJT

Long Jason Thomas

Director, Officer: Chief Executive Officer

5.0K shares1 transactions

$99K

3
BHF

Bolling Harrison Fenner

Officer: See Remarks

2.0K shares1 transactions

$40K

4
MSL

Mcneely Scott Lloyd

Officer: See Remarks

1.3K shares1 transactions

$25K

Top Sellers

No selling activity

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $264K net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

∞:1

Perfect buy/sell ratio. Only buying activity with zero selling—the most bullish possible insider signal.

Insider Participation

High Buying

4 insider buyers vs. 0 sellers. Broad-based buying across management team suggests widespread confidence.

Insider Activity Insight

Compelling insider conviction: The combination of strong buy/sell ratio and multiple buyers suggests insiders see attractive risk/reward. Consider this alongside fundamental analysis for confirmation.