Added to YB: 2026-07-03
Pitch date: 2026-07-01
ERII [bullish]
Energy Recovery, Inc.
-1.12%
current return
Author Info
No bio for this author
Company Info
Energy Recovery, Inc., together with its subsidiaries, designs, manufactures, and sells energy efficiency technology solutions in the United States, North, South and Latin America, the Middle East, Northern Africa, Asia, and Europe.
Market Cap
$464.9M
Pitch Price
$8.94
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.88
P/E
23.56
EV/Sales
2.84
Sector
Machinery
Category
growth
$ERII: Beyond the Peace deal bounce
ERII: Near-monopoly (~90% share) in seawater desalination pressure exchangers; mid-60s% gross margins, debt-free, ~$90M cash, ~9% shares retired via buybacks. Sold off to ~$9 (vs $18 52wk-high) on CEO/CFO exits, pulled 2026 guidance & CO2 wind-down. Bull: water scarcity megatrend, 'water bankruptcy,' MENA desal buildup, wastewater/ZLD optionality (India wins), PX Q650. Risks: leadership vacuum, MENA war concentration, dead money vs AI trade. Long: franchise intact, only forecast broke. Multi-bagger.
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