Added to YB: 2026-08-20
Pitch date: 2026-08-13
WBI [neutral]
WaterBridge Infrastructure LLC
+1.57%
current return
Author Info
Company Info
WaterBridge Infrastructure LLC, water infrastructure company, provides water management solutions through integrated pipeline and water handling networks in the United States.
Market Cap
$1.8B
Pitch Price
$31.25
Price Target
N/A
Dividend
0.63%
EV/EBITDA
12.31
P/E
135.72
EV/Sales
5.88
Sector
Energy Equipment and Services
Category
growth
Permian Basin Q2 Update – Power, Water, Solid Waste, and Data Centers - WaterBridge Infrastructure
WBI (earnings): Q2 rev +8.4% QoQ/+14.5% YoY, EBITDA +12.5%/+23.7%. Acquired Ranger Water Midstream + landfills, doubling solid waste exposure to 10% (24-mo payback). Speedway 1 flowing post-Q, Speedway 2 FID imminent. 3x levered. Stock dropped on modest guide/equity raise fears; author sees mgmt sandbagging.
Read full article (2 min)