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WBI WaterBridge Infrastructure LLC

USEnergy
$34.07+1.58%ClosedMarket Cap: $1.60B

As of 2026-07-08 16:00

Why WBI matters now

WaterBridge Infrastructure LLC (WBI) is a US stock in Energy. The latest InvestLog snapshot shows $34.07 with +1.58% on the session and $1.60B in market capitalization; recent performance reads 1-month +8.15% and YTD +65.87%.

The latest financial table shown here is Q1 2026, with revenue of $201.0M, net income of $9.5M, and EPS of $0.22. Investors can compare that operating picture with valuation signals such as P/E unavailable and FCF yield -8.6%.

The latest indexable market news headline is "WaterBridge: A Permian Water Franchise Priced For Its Backlog" from Seeking Alpha.

Additional event context on this page matters because analyst consensus is Buy with a median target of $33.00; recent insider activity includes WaterBridge Resources LLC filing J-Other. These signals are research inputs, not a recommendation.

Valuation

P/E (TTM)

PEG

P/B

2.22

P/S

2.85

EV/EBITDA

6.10

DCF Value

$-0.13

FCF Yield

-8.6%

Div Yield

0.3%

Margins & Returns

Gross Margin

24.5%

Operating Margin

14.7%

Net Margin

2.9%

ROE

1.9%

ROA

0.4%

ROIC

2.3%

Financials

PeriodRevenueNet IncomeEPS
Q1 2026$201.0M$9.5M$0.22
Q4 2025$27.4M$-109.0K$-0.00
FY 2025$525.6M$-4.5M$-0.10
Q3 2025$123.3M$4.8M$0.11

Analyst Ratings

Consensus

Buy

Target (Consensus)

$34.00

Target (Median)

$33.00

Target Range

$30.00 - $38.00

Strong Buy: 4Buy: 3Hold: 1Sell: 0Strong Sell: 0
Goldman SachsBuy
2026-05-29
BarclaysOverweight
2026-05-21
Morgan StanleyOverweight
2026-05-20
Morgan StanleyEqual Weight
2026-03-25
Goldman SachsNeutral
2026-03-18

Trading Activity

Insider Trades

WaterBridge Resources LLC10 percent owner
Sell2026-05-08
Capobianco David Ndirector, 10 percent owner:
Sell2026-05-08
WBR Holdings LLC10 percent owner
Sell2026-05-08
Chase Valerie
Sell2026-04-15
Chase Valeriedirector
Sell2026-04-15

Company Info

Sector

Energy

Industry

Oil & Gas Energy

Country

US

Exchange

Beta

0.42

WaterBridge Infrastructure is a specialist in managing water resources, primarily serving companies involved in upstream oil and gas exploration and production. The firm operates a robust network of water infrastructure, with its primary footprint in the Delaware Basin, alongside further facilities in the Eagle Ford and Arkoma shale plays. Its core business involves the complete lifecycle management of produced water, including its gathering, transport, reclamation, and disposal, all engineered to support the efficient functioning of the energy sector.