$WTTR

ProPetro (PUMP) is up 10% post-earnings at $11.73. Select Water Solutions (WTTR) reported $395.8M revenue, up 8.7% YoY, beating estimates, and its stock rose 8.7% to $20.11. Borr Drilling (BORR) saw revenue decline 13.2% YoY, missing estimates, but its stock increased 14.6% to $4.88. Bristow Group (VTOL) reported $411.8M revenue, up 9.4% YoY, beating expectations, but its stock fell 5.2% to $45.24. Helmerich & Payne (HP) reported flat revenue but beat estimates, with its stock up 40.9% to $46.90

Select Water Solutions (WTTR) announced a 12-year agreement in the Northern Delaware Basin, covering 500,000 acres and supporting a $100M-$120M expansion. The deal includes an option to assume saltwater disposal wells, potentially deepening its Permian Basin infrastructure. The company projects $1.7B revenue and $78.6M earnings by 2029, with a 18% upside to its current price.

Select Water Solutions (WTTR) reported $93M EBITDA, exceeding expectations. The company accelerated 2027 goals to 2026, investing in projects. It expanded contracts, adding 800K acres and 14 disposal wells. Select plans $200M-$250M in capital investments in the Permian region, with additional $160M opportunities. The company explores mineral extraction and beneficial-reuse opportunities.

ProPetro (PUMP) reported $305.8M revenue, down 6.2% YoY, missing estimates. Transocean (RIG) reported $988.3M revenue, flat YoY, beating estimates. Select Water Solutions (WTTR) reported $395.8M revenue, up 8.7% YoY, beating estimates. All three stocks rose post-earnings.

Select Water Solutions Inc. expanded its agreement with a Permian Basin operator, adding new development areas, increasing fixed pricing, and extending the term to 12 years. The deal includes constructing 100 miles of pipelines, 3 million bbl of storage, and 60,000 b/d of recycling capacity, supported by 500,000 dedicated acres. The project, costing $100-$120 million, is expected to be operational by late 2027 and may include saltwater disposal wells in New Mexico and Texas.

Simply Wall St reports Select Water Solutions (WTTR) posted stronger Q2 2026 results on 4 Aug, with year over year increases in sales, revenue, net income and EPS. The stock rose 6.65% over 90 days and 88.10% YTD. A fair value narrative sets $22.83 versus $20.86 last close, citing a 2026 exit run rate above $400M.

Select Water Solutions (WTTR) disclosed a Schedule 13G update showing Crestview-affiliated entities may be deemed to beneficially own 8,774,073 Class A shares on an as-converted basis, or 6.3% of Class A common stock. The stake includes 1,666,372 Class A shares held directly and 7,107,701 redeemable common units, based on 128,942,892 Class A shares outstanding as of Aug. 3, 2026.

Simply Wall St says Select Water Solutions (WTTR) rose 14.1% after record Q2 results and a 7-year water deal. The article references analyst models projecting revenue near $1.7 billion and earnings above $130 million by 2029, and contrasts bullish versus cautious scenarios around capital risk and customer dependence.

Select Water Solutions (NYSE:WTTR) reported Q2 call highlights including Water Infrastructure revenue of $102 million and 1.5 million bpd of produced-water handled, with gross margin before D&A of 58%. It signed a seven-year Northern Delaware Basin minimum-volume deal tied to a $25 million to $30 million, 12-month project. Q3 adjusted EBITDA guidance was $90 million to $94 million.

Investing.com’s Wall Street analyst recap says Wolfe downgraded Fair Isaac (FICO) to Peer Perform, Jefferies cut Best Buy (BBY) to Hold, and BofA downgraded Vale (VALE) to Neutral, citing weaker iron ore margins and an 11% lower $16 target. It also covers WTTR and RGNX downgrades and targets.