WaterBridge Infrastructure LLC WBI

29.80 (0.14) (0.47%) as of 25 Sep
Market cap
$3.7B
P/E
373×
Insider Buys alert about insiders buying in the last 12 month

Insider Decisions

Total buys 0.26
Total sells 584.16
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — 4 — — — — — — — —
Sell — — — — — — — — 4 — — —
Insider Ownership 36.32%

Capital & Financial Ratios

Market Cap 3,700.00
Revenue 750.88
Net Income 15.25
Free Cash Flow (120.72)
Net Debt 1,568.91
Current Ratio 1.54
Debt/Equity 0.88
P/E ratio 372.50
P/S ratio 1.94
P/B ratio 0.79
Past 5Y EPS Growth —
This Y EPS Growth 215.06%
Next Y EPS Growth 20.44%
Next 5Y EPS Growth —
in millions of $

Dividends

Payout Ratio —
Annual Dividend Rate —
Annual Dividend Yield —
total individual payouts
2028 Powerpack
2027 Powerpack
2026 0.20
0.05
0.05
0.05
2025 Powerpack
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash — 13 52 48
Receivables — 101 195 213
Inventory — — — —
Other — — — —
— 120 261 268
2023 2024 2025 Q'26
Payables — 31 45 57
ST’ Debt — 7 13 7
Other — 2 2 4
— 83 189 174
in millions of $

Compound Annual Growth

10y 5y 3y
Sales — — —
Cash Flow — — —
Earnings — — —
Book Value — — —

Revenue

Mar Jun Sep Dec Year
’26 201 218 — — —
’25 98 96 123 209 526
’24 — — 90 — 316
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 95 65 — — —
’25 43 16 12 88 160
’24 — — 65 9 74
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 (15) (58) — — —
’25 17 (68) (47) (1) (99)
’24 — — (61) (22) (83)
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 0.08 0.10 — — —
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1.4
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
— — — — — — — — — 19.31

Analyst estimates 2026–2028

Powerpack
Low Price
— — — — — — — — — 27.12
High Price
— — — — — — — — 510 540
Employees
— — — — — — — 0 1 1
Revenue/Emp
— — — — — — — 201 316 526
Revenue
— — — — — — — 51.67% 52.72% 53.87%
Gross Margin
— — — — — — — 15 3 (1)
EBT
— — — — — — — 7.36% 1.05% (0.20%)
EBT Margin
— — — — — — — 15 3 0
Net Income
— — — — — — — 51 85 147
Depreciation
— — — — — — — 0.00 0.00 12.15
Revenue/Sh
— — — — — — — — — (0.10)
Earnings/Sh
— — — — — — — 0.00 0.00 3.69
Cash Flow/Sh
— — — — — — — 0.00 0.00 (5.98)
Capex/Sh
— — — — — — — 0.00 0.00 (2.28)
Free CF/Sh
— — — — — — — 0.00 0.00 42.70
Book Value/Sh
— — — — — — — — — 43
Shares
— — — — — — — 428.38 428.38 428.38
PE Ratio
— — — — — — — 0.00 0.00 1.65
PS Ratio
— — — — — — — 0.00 0.00 0.47
PB Ratio
— — — — — — — 0.00 0.00 4.30
EV/Sales
— — — — — — — (4.32) (4.32) (22.85)
EV/FCF
— — — — — — — 48 74 160
Op' Cash Flow
— — — — — — — (146) (157) (259)
Capex
— — — — — — — (97) (83) (99)
FCF
— — — — — — — — 37 72
Working Cap'
— — — — — — — — 593 1,444
Total Debt
— — — — — — — — 580 1,393
Net Debt
— — — — — — — 0 663 1,848
Sh' Equity
— — — — — — — 0.00% 0.44% (0.18%)
ROA
— — — — — — — 0.00% 2.84% 1.52%
ROIC
— — — — — — — 0.00% 0.00% (0.36%)
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

WaterBridge Infrastructure LLC peers in Oil & Gas Equipment & Services

All 46 Oil & Gas Equipment & Services stocks →

WaterBridge Infrastructure LLC (WBI) key facts

  • WaterBridge Infrastructure LLC (WBI) is an Oil & Gas Equipment & Services company in the Energy sector, listed on the New York Stock Exchange.
  • WaterBridge Infrastructure LLC’s revenue for fiscal 2025 (year ended December 2025) was $525.6 million, up 66.2% from fiscal 2024.
  • As of September 25, 2026, WBI traded at $29.80, a market capitalization of $3.7 billion.
  • Return on equity was −0.36% and debt-to-equity 0.88.

Source: company filings (standardised) and stockrow calculations.

WaterBridge Infrastructure LLC (WBI) Latest News

News by impact score

Fine-tune

14 Aug

3

WaterBridge Infrastructure LLC raised guidance again but shares declined in response. Guidance increase signals stronger outlook while share drop reflects limited immediate market approval.

13 Aug

3

WaterBridge Infrastructure LLC priced an upsized $150,000,000 offering of additional 6.500% senior notes due 2033. Debt issuance of this size directly affects capital structure and funding availability.

3

WaterBridge Infrastructure LLC launches $100,000,000 offering of additional 6.500% Senior Notes due 2033. Additional $100 million senior notes increase debt and alter capital structure with potential effects on financial flexibility.

12 Aug

4 transcript

WaterBridge Infrastructure LLC held its Q2 2026 earnings call, releasing financial results, operational updates, and forward guidance. Q2 2026 earnings call supplies financial metrics and strategic outlook that can materially shift valuation and market sentiment.

9 Aug

4 transcript

WaterBridge Infrastructure LLC discussed Q2 financial results, operational updates and strategic outlook during its earnings call. Q2 earnings data directly shapes financial forecasts, investor views and company valuation.

6 Aug

4 transcript

WaterBridge Infrastructure LLC posted record revenue in Q2 2026 earnings call highlights. Record revenue directly strengthens financial outlook and market position.

3 transcript

WaterBridge Infrastructure LLC held Q2 2026 earnings call. Earnings call delivers financial results that can shift near-term investor sentiment and valuation.

5 Aug

3

WaterBridge Infrastructure LLC announced its second quarter 2026 results. Quarterly results release affects financial performance assessment and investor sentiment.

10 Jul

3

WaterBridge Infrastructure LLC (WBI) receives analyst rating upgrade to Buy. Buy rating upgrade may lift near-term investor sentiment and share price.

27 Jun

3

Devon Energy sold $52.7 million of WaterBridge Infrastructure LLC stock. Large block sale by Devon Energy can pressure WBI shares and shift near-term investor sentiment.

15 Jun

3

WaterBridge Infrastructure LLC will join Alerian Indexes and formed a special committee to evaluate potential corporate conversion. Index inclusion adds visibility while conversion review signals possible structural shifts with moderate effects on operations and investor base.

12 Jun

3

WaterBridge Infrastructure LLC stock surges past buy point into new highs as IPO stock of the week. Stock surge into new highs strengthens near-term investor sentiment and trading momentum for WBI.

15 May

4

WaterBridge Infrastructure LLC (WBI) IPO stock surges nearly 50% toward record highs, earning IPO Stock of the Week designation amid strong post-IPO momentum. WBI's near-50% post-IPO stock surge signals robust investor enthusiasm, significantly enhancing market performance and future trajectory.

6 May

4

WaterBridge Infrastructure LLC announced first quarter 2026 results. Quarterly earnings announcement signals financial health and influences future market performance and investor sentiment.

14 Apr

4

WaterBridge Infrastructure LLC (WBI) garners strong favor from hedge funds due to its attractive investment profile. Hedge fund favoritism indicates robust investor confidence, poised to significantly enhance WBI's market performance and trajectory.

16 Mar

4 transcript

WaterBridge Infrastructure LLC (WBI) released its Q4 2025 earnings call transcript, covering financial results, operational updates, and forward-looking guidance. Q4 earnings call transcripts disclose financial performance, strategic initiatives, and guidance that significantly influence future trajectory and investor sentiment.

3

WaterBridge Infrastructure LLC released Q4 2025 earnings call summary highlighting financial results, operational updates, and future outlook. Q4 earnings call summary provides insights into financial performance and strategy with moderately noticeable effects on market sentiment.

3

WaterBridge Infrastructure LLC (WBI) released highlights from its Q4 earnings call. Q4 earnings call highlights address financial performance and outlook with moderately noticeable influence on WBI's future.

26 Feb

3

WaterBridge Infrastructure LLC (WBI) valuation reassessed amid recent share price momentum, with DCF analysis signaling upside potential. Share price momentum and DCF upside signals indicate moderately noticeable influence on WBI's valuation and market sentiment.

25 Feb

4

WaterBridge Infrastructure LLC (WBI) declares its inaugural quarterly cash dividend. Inaugural quarterly dividend signals financial maturity, stable cash flows, and enhanced shareholder returns, positively impacting market performance and investor sentiment.

23 Feb

4

WaterBridge Infrastructure LLC announced an open season for the second phase of its Speedway long-haul produced water pipeline, inviting shipper commitments to expand capacity in key oilfield regions. Open season on Speedway pipeline second phase enables major infrastructure expansion, enhancing WBI's capacity, market reach, and revenue in produced water transport.

18 Jan

3

WaterBridge Infrastructure LLC (WBI) is experiencing revenue growth; however, it continues to report losses. The company's valuation is under scrutiny as it navigates these financial challenges while expanding its operations. Investors are keenly observing how WBI manages its growth trajectory amidst ongoing losses, which could influence future market performance. Revenue growth amid ongoing losses indicates a moderately noticeable influence on financial performance and market sentiment.

17 Jan

4

WaterBridge Infrastructure LLC (WBI) experienced a notable increase in its stock value this week, attributed to positive developments in its operational strategies and market positioning. The company has made significant strides in expanding its infrastructure capabilities, which has garnered investor confidence. Additionally, favorable market conditions and strategic partnerships have contributed to the optimistic outlook for WBI, leading to heightened interest from investors and analysts alike. Strategic moves and market positioning are likely to significantly impact WBI's future performance and investor sentiment.

10 Jan

4

Raymond James has upgraded WaterBridge Infrastructure LLC (WBI) to a Strong Buy rating following adjustments in the midstream sector. This upgrade reflects a positive outlook for WBI amid changing market dynamics and is expected to enhance investor sentiment towards the company. The upgrade to Strong Buy indicates a significant shift in market perception that could positively influence WBI's future performance.

7 Jan

4

Ave Maria Value Fund selected WaterBridge Infrastructure LLC (WBI) in Q3 due to its strong fundamentals and growth potential in the infrastructure sector. The fund's investment strategy focuses on companies that demonstrate resilience and value, making WBI a fitting choice given its operational strengths and market positioning. Analysts highlight WBI's ability to capitalize on increasing demand for infrastructure solutions, which aligns with the fund's long-term investment goals. WBI's selection by a notable fund indicates significant investor confidence and potential for future growth in the infrastructure market.

23 Dec

4

Horizon Kinetics has disclosed a $160 million investment in WaterBridge Infrastructure LLC (WBI) following WBI's successful $3 billion IPO. This significant stake indicates strong confidence in WBI's future prospects and market position. A $160 million investment from a notable firm post-IPO suggests significant confidence in WBI's growth potential and market dynamics.

15 Nov

4

WaterBridge Infrastructure LLC (WBI) has seen recent share gains, prompting investors to reassess its valuation. The company is positioned to benefit from increasing demand for water infrastructure solutions, which could enhance its market performance. Analysts are optimistic about WBI's growth potential, particularly in light of strategic initiatives aimed at expanding its operational footprint and improving service offerings. The overall sentiment among investors is shifting positively as WBI continues to navigate the evolving landscape of water management. Recent share gains and strategic initiatives are likely to significantly impact WBI's future performance and investor sentiment.

14 Nov

4

WaterBridge Infrastructure LLC, led by Murray Stahl, is making strategic moves to enhance its market position and operational efficiency. The company is focusing on expanding its infrastructure capabilities and optimizing its asset portfolio. These initiatives are expected to strengthen WBI's competitive edge in the energy sector, positioning it for future growth and increased investor interest. Strategic moves aimed at expanding infrastructure capabilities are likely to significantly impact future performance and investor sentiment.

4

WaterBridge Infrastructure LLC (WBI) is nearing its first buy point as a public company, indicating a potential opportunity for investors. The company, which focuses on energy infrastructure, is gaining attention in the market as it approaches this key milestone. Analysts are observing its performance closely, suggesting that WBI's strategic positioning could lead to significant developments in the near future. WBI's approach to its first buy point as a public company signals a significant strategic move that could influence investor sentiment and market performance.

12 Nov

4 earnings

WaterBridge Infrastructure LLC reported its Q3 earnings, highlighting key financial metrics and operational updates. The company demonstrated growth in revenue and adjusted EBITDA, driven by increased demand for its services. Management provided insights into future projects and strategic initiatives aimed at enhancing operational efficiency and expanding market presence. The earnings report reflects a positive outlook for the company amidst a competitive landscape. The earnings report indicates significant growth and strategic initiatives that could alter the company's trajectory and investor sentiment.

stockrow.com/WBI · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com