WaterBridge Infrastructure LLC
WaterBridge provides water infrastructure services primarily to oil and natural gas exploration and production companies. Its integrated network gathers, transports, treats, recycles and handles produced water under long-term contracts, and it sells brackish and produced water for drilling and completion operations. WaterBridge earns fees mainly for transporting and handling produced water, as well as contracted fees for water sales and recycling services. It also sells residual skim oil recovered during treatment and earns fees from gas transportation pipelines in Oklahoma. WaterBridge operates in the Delaware Basin in West Texas and New Mexico, the Eagle Ford Basin in South Texas and the Arkoma Basin in Oklahoma. Its energy waste management business, Desert Environmental, operates facilities for treating and managing oil and gas waste in the Delaware Basin. WaterBridge is a holding company whose principal asset is its interest in OpCo, and it is headquartered in Houston, Texas.
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See all $WBI insider activity →Wells Fargo raised its price target on WaterBridge Infrastructure (WBI) to $31 from $28, citing Q3 earnings beat and raised 2026 guidance. WBI stock is up 17% in the past week and 41% YTD. The company reported record revenue of $240.2M and adjusted EBITDA of $124.2M, but missed EPS estimates. Raymond James maintains a Strong Buy rating with a $40 target.
WaterBridge (WBI) reported Q3 earnings, highlighting progress on Speedway Phase II, which depends on customer commitments. Phase I has available capacity, and smaller projects offer attractive returns. The company integrated the Ranger system into Speedway, enhancing reliability. WBI also made commercial progress on water supply solutions for a large-scale data center. It ended the quarter with $539.7M in liquidity, $1.8B in debt, and a covenant net leverage ratio of 3.5x.
Barclays kept its Overweight rating on WaterBridge Infrastructure (WBI) but reduced its price target from $34 to $33, a 2.9% cut. The new target suggests a 37.8% upside from the Nov 5 close of $23.95, according to the bank.
Over the past 7 days, AlphAI's AI scored 1 news story mentioning WBI (WaterBridge Infrastructure LLC). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.
Recent WBI coverage spans earnings, financial news and corporate actions.
Analyst upgrade and guidance raise suggest upside potential for WBI.
Earnings reveal higher leverage and modest dividend, suggesting mixed short-term outlook.
Analyst target reduction suggests modest downside pressure.
Analyst upgrade with a higher price target suggests upside potential.
WaterBridge reported Q3 2026 results with record produced water handling volumes of 2.8M barrels/day, up 9% YoY. Revenue rose 17% YoY to $240.163M, net income was $13.3M, and Adjusted EBITDA increased 18% YoY to $124.2M. The company raised 2026 guidance and declared a $0.05 quarterly dividend. Management highlighted strong performance and demand for long-haul solutions.
AlphAI scores every news story that mentions WBI with an AI model for sentiment and relevance, and aggregates insider trades from WaterBridge Infrastructure LLC's SEC EDGAR Form 4 filings. Figures refresh continuously.
Wells Fargo raised its price target on WaterBridge Infrastructure (WBI) to $31 from $28, citing Q3 earnings beat and raised 2026 guidance. WBI stock is up 17% in the past week and 41% YTD. The company reported record revenue of $240.2M and adjusted EBITDA of $124.2M, but missed EPS estimates. Raymond James maintains a Strong Buy rating with a $40 target.
WaterBridge (WBI) reported Q3 earnings, highlighting progress on Speedway Phase II, which depends on customer commitments. Phase I has available capacity, and smaller projects offer attractive returns. The company integrated the Ranger system into Speedway, enhancing reliability. WBI also made commercial progress on water supply solutions for a large-scale data center. It ended the quarter with $539.7M in liquidity, $1.8B in debt, and a covenant net leverage ratio of 3.5x.
Barclays kept its Overweight rating on WaterBridge Infrastructure (WBI) but reduced its price target from $34 to $33, a 2.9% cut. The new target suggests a 37.8% upside from the Nov 5 close of $23.95, according to the bank.
Raymond James maintained a Strong Buy rating and $40 target on WaterBridge Infrastructure (WBI). The firm cited strong demand for water management services and Q3 2026 adjusted EBITDA of $124.2M, exceeding estimates. WBI reported record revenue of $240.2M but missed EPS expectations. The stock is down 14% in a week, trading at $24.56.
WaterBridge reported Q3 2026 results with record produced water handling volumes of 2.8M barrels/day, up 9% YoY. Revenue rose 17% YoY to $240.163M, net income was $13.3M, and Adjusted EBITDA increased 18% YoY to $124.2M. The company raised 2026 guidance and declared a $0.05 quarterly dividend. Management highlighted strong performance and demand for long-haul solutions.
WaterBridge Infrastructure LLC (WBI) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On September 18, 2026, Jason Williams, Executive Vice President and Chief Administrative Officer of WaterBridge Infrastruc
WaterBridge Infrastructure LLC (WBI) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Exhibit 99.1 WaterBridge Announces Pricing of Upsized $150,000,000 Offering of Additional 6.500% Senior Notes due 2033 August 13, 2026 HOUSTON—(BUSINESS WIRE)—WaterBridge Infrastructure LLC (NYSE: WBI; NYSE Texas: WBI) (“WaterBridge”) announced today that WBI Operating LLC (the “
Raymond James raised its price target on WaterBridge Infrastructure (NYSE:WBI) to $40 from $35, citing strong growth and strategic relationships. The company reported Q2 2026 adjusted EBITDA of $116M, exceeding estimates, and raised its 2026 guidance. WBI's stock has surged 59% year-to-date, trading below its fair value. JPMorgan also initiated coverage with an Overweight rating and a $38 price target.
WaterBridge Infrastructure (NYSE:WBI) reported record quarterly revenue of $217.8 million and raised full-year adjusted EBITDA guidance to $435 million to $475 million. It also increased volume guidance to 2.55 million to 2.75 million bpd after acquisitions. Despite the upgrades, shares fell about 1.73% as capex rose to $530 million to $590 million and leverage reached 3.3x.
WaterBridge Infrastructure (WBI) reported Q2 2026 revenue of $217.8 million (+8% sequential) and net income of $14.6 million. Adjusted EBITDA rose to $115.8 million, with margin improving to 53%. Full-year 2026 guidance was raised for volume (2.55-2.75 mbpd) and adjusted EBITDA ($435-$475m) after the Ranger Water Midstream and NDB Landfill acquisitions.
