Summary
All You Need to Know About WaterBridge (WBI) Rating Upgrade to Buy
WaterBridge (WBI) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
WaterBridge Infrastructure: Undervalued Company With Sights On Volume Growth In 2026
Waterbridge Infrastructure is rated a buy, with shares undervalued by over 63% YoY based on 2026 EBITDA guidance and project momentum. WBI's 2026 adjusted EBITDA guidance is $425–$465 million, underpinned by increased water handling capacity and the Speedway Pipeline Phase II expansion. Net leverage is targeted below 3x by FY 2026, with deleveraging and liquidity management central to the investment thesis.
WaterBridge Infrastructure: Earnings Growth Path Has Gotten Clearer
WaterBridge Infrastructure (WBI) remains a buy as execution, demand, and project ramp-ups strengthen the investment case. Kraken is online and Speedway Phase 1 is oversubscribed, with strong minimum volume commitments and visible growth into 2026-2027. WBI's moat is reinforced by unique LandBridge access, high system uptime, and pricing power on new projects driving margin expansion.
WaterBridge Infrastructure LLC Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 200 | $4,002 | $6,855 | $2,853 | 71.29% |
 Point72 Asset Management LP Point72 Asset Management LP | 131,289 | $2.67M | $4.47M | $1.8M | 67.63% |
| TC Thomas Cagna Sandia Investment Management LP | 40,000 | $930,650 | $1.37M | $440,150 | 47.29% |
| EY Ellen York T. Rowe Price Investment Management Inc. | 2.15M | $57.69M | $73.99M | $16.29M | 28.24% |
| RO Regan O'Neill Burkehill Global Management LP | 150,000 | $3.78M | $5.15M | $1.37M | 36.22% |
WaterBridge Infrastructure LLC Analysts
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JM John Mackay Goldman Sachs | 4,406.73 | $128,896.71 | $151,525.25 | $22,628.54 | 17.56% |
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WaterBridge Infrastructure LLC Profile
| Energy Equipment & Services Industry | Energy Sector | Jason Long CEO | NYSE Exchange | 940923105 CUSIP |
| US Country | 540 Employees | 4 Jun 2026 Last Dividend | - Last Split | - IPO Date |
Overview
WaterBridge Infrastructure specializes in offering comprehensive water management solutions tailored specifically for companies involved in oil exploration and production. With a substantial operational footprint in the Delaware Basin, the company also possesses significant assets in the Eagle Ford and Arkoma basins. Their expertise lies in managing produced water – a critical component in the energy sector – through an extensive water infrastructure network. This encompasses crucial activities such as the collection, transportation, recycling, and overall management of water resources to bolster operational efficiency for energy industry clients.
Products and Services
- Collection Services
WaterBridge offers efficient collection services that ensure rapid and reliable gathering of produced water from oil production sites. This is essential for minimizing downtime and maintaining the flow of operations for energy companies.
- Transportation Solutions
The company provides robust transportation solutions that facilitate the safe and timely movement of produced water. Utilizing an extensive network of pipelines and transport vehicles, WaterBridge ensures that produced water is moved without compromising safety or environmental standards.
- Recycling Services
WaterBridge excels in recycling services, effectively treating and reusing produced water for various purposes within oil and gas operations. This not only conserves water but also reduces the environmental impact associated with water disposal.
- Management Solutions
Comprehensive management solutions are integral to the services provided by WaterBridge. They oversee the entire lifecycle of produced water management, ensuring compliance with regulations while optimizing processes to enhance productivity for oil and gas companies.
