$WBI

WaterBridge Infrastructure LLC

alphai earnings readSecond quarter 2026 · AUG 5WaterBridge Announces Second Quarter 2026 ResultsVerdict: strong

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WaterBridge Infrastructure LLC (WBI): Entry into a Material Definitive Agreement

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 raises WaterBridge Infrastructure price target on growth

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 (WBI) Raised Guidance Again, So Why Did Shares Slip?

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.

WBI sentiment & insider activity

Recent WBI coverage spans earnings, corporate actions and insider activity.

What's driving WBI

  • The filing signals incremental long-term debt issuance and use of proceeds to repay revolving credit borrowings, affecting leverage and near-term funding risk.

    SEC EDGAR 8-K · Aug 18, 2026

  • Analyst target hike plus raised 2026 EBITDA and volume guidance supports a bullish near-term bias, but it is still an analyst action rather than a new company disclosure.

    investing.com · Aug 18, 2026

  • Guidance up and acquisitions add capacity, but higher capex and leverage above its target likely drove the selloff.

    insidermonkey.com · Aug 14, 2026

  • 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.

    fool.com · Aug 13, 2026

  • Guidance increase plus financing and acquisition updates likely improves near-term cash-flow visibility and supports a higher valuation multiple, but execution risk remains for the expanded capital program.

    yahoo.com · Aug 9, 2026

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.

News on $WBI

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$WBIMed

WaterBridge Infrastructure LLC (WBI): Entry into a Material Definitive Agreement

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 “

$WBIMed

Raymond James raises WaterBridge Infrastructure price target on growth

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 (WBI) Raised Guidance Again, So Why Did Shares Slip?

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.

MedAI 8/10

WaterBridge Infrastructure (WBI) Q2 2026 Earnings Call Transcript

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.

$WBIMedAI 8/10

WBI Q2 Earnings Call Highlights

WaterBridge (NYSE:WBI) expanded its revolving credit facility to $750 million from $500 million, with capacity up to $1 billion, and said borrowing costs fell by 25 bps. It raised 2026 guidance to 2.55-2.75 mbpd and adjusted EBITDA of $435-$475 million, increased capex to $530-$590 million, and declared a $0.05/share dividend.

$WBIMed

WaterBridge Infrastructure LLC (WBI) (Q2 2026) Earnings Call Highlights: Record Revenue

WaterBridge Infrastructure LLC’s Q2 2026 earnings call covered landfill and produced-water strategy. CEO Jason Long discussed acquiring NDB for solid-waste growth and regulatory advantages, and COO Michael Choff-Wrights said Ranger could add throughput to the Speedway system without overcommitting capacity. CFO Scott McNeely cited conservative guidance, potential produced-water treatment for hyperscalers, and Speedway Phase 1 ramping toward ~100,000 bpd.

$WBIHigh

WaterBridge Infrastructure LLC (WBI): Results of Operations and Financial Condition

WaterBridge Infrastructure LLC (WBI) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 WaterBridge Announces Second Quarter 2026 Results Reports second quarter 2026 produced water handling volumes of 2.6 million barrels per day and revenue of $217.8 million, representing quarter-over-quarter growth of 6% and 8%, respectively Announces strategic acquisi

$WBILow

WaterBridge Infrastructure LLC (WBI): Submission of Matters to a Vote of Security Holders

WaterBridge Infrastructure LLC (WBI) filed an SEC Form 8-K — Submission of Matters to a Vote of Security Holders. 8-K false 0002064947 0002064947 2026-06-18 2026-06-18 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 18,

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