Recent Stock Performance: WaterBridge Infrastructure (NYSE:WBI) shares increased by nearly 1% today, reflecting modest gains this month despite a dip last month, with an overall year-to-date return of 8.4%.
Valuation Metrics: The company's price-to-sales ratio stands at 1.7, significantly below the sector average, suggesting potential undervaluation compared to peers in the utilities sector.
Growth Prospects and Risks: While there is optimism about WaterBridge's future growth, persistent net losses and uncertainties regarding long-term profitability may limit potential gains.
Investment Considerations: The article emphasizes the importance of evaluating the company's financial metrics and market sentiment, while also noting that the analysis is not intended as financial advice.
Wall Street analysts forecast WBI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for WBI is 28.00 USD with a low forecast of 23.00 USD and a high forecast of 32.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
9 Analyst Rating
Wall Street analysts forecast WBI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for WBI is 28.00 USD with a low forecast of 23.00 USD and a high forecast of 32.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Buy
5 Hold
0 Sell
Moderate Buy
Current: 23.110
Low
23.00
Averages
28.00
High
32.00
Current: 23.110
Low
23.00
Averages
28.00
High
32.00
Raymond James
Justin Jenkins
Outperform -> Strong Buy
upgrade
$30
2026-01-05
Reason
Raymond James
Justin Jenkins
Price Target
$30
AI Analysis
2026-01-05
upgrade
Outperform -> Strong Buy
Reason
Raymond James analyst Justin Jenkins upgraded WaterBridge Infrastructure to Strong Buy from Outperform with an unchanged price target of $30. The firm adjusted ratings in the midstream supplier group heading into 2026. Midstream enters 2026 with momentum, but "constructive" share performances 2025 "means the real work now shifts to execution," the analyst tells investors in a research note. Raymond James believes investor focus is now centered on how individual companies translate macro tailwinds into realizable cash flow.
Janney Montgomery Scott
Neutral
initiated
$24
2025-10-21
Reason
Janney Montgomery Scott
Price Target
$24
2025-10-21
initiated
Neutral
Reason
Janney Montgomery Scott initiated coverage of WaterBridge Infrastructure with a Neutral rating and $24 fair value estimate.
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Janney Montgomery Scott
Neutral
initiated
$24
2025-10-21
Reason
Janney Montgomery Scott
Price Target
$24
2025-10-21
initiated
Neutral
Reason
As previously reported, Janney Montgomery Scott initiated coverage of WaterBridge Infrastructure (WBI) with a Neutral rating and $24 fair value estimate. The firm likes WaterBridge's exposure to the Delaware Basin area, which provides significant growth opportunities, as well as its "special relationship" with LandBridge (LB), which the firm sees positioning WaterBridge well to capitalize on increasing demand for services.
Pickering Energy
Kevin MacCurdy
Outperform
initiated
2025-10-15
Reason
Pickering Energy
Kevin MacCurdy
Price Target
2025-10-15
initiated
Outperform
Reason
Pickering Energy analyst Kevin MacCurdy initiated coverage of WaterBridge Infrastructure with an Outperform rating.
About WBI
Waterbridge Infrastructure LLC is an integrated, pure-play water infrastructure company with operations predominantly in the Delaware Basin, the oil and natural gas basin in North America, with additional assets in the Eagle Ford and Arkoma Basins. The Company operates a water infrastructure network in the United States, through which it provides water management solutions to oil and natural gas exploration and production companies under long-term contracts, which include gathering, transporting, recycling and handling produced water. The Company's infrastructure network includes approximately 2,500 miles of pipelines and 197 produced water handling facilities, which handle over 2.6 million bpd of produced water for its customers and have more than 4.5 million bpd of total produced water handling capacity. Its advanced recycling processes allow it to return water to the ecosystem, supporting sustainable operations.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
