ARIS

Aris Water Solutions Inc

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Advanced Chart

23.620

-0.16(-0.673%)1D

Overview
Forecast
Valuation
Earnings

Line

Candle

YTD

High

24.210

Open

23.900

VWAP

23.73

Vol

3.98M

Mkt Cap

1.40B

Low

23.570

Amount

94.57M

EV/EBITDA(TTM)

11.82

Total Shares

30.55M

2.24B

EV/OCF(TTM)

17.47

P/S(TTM)

1.64

Aris Water Solutions, Inc. is an environmental infrastructure and solutions company. The Company helps customers reduce their water and carbon footprints. It delivers full-cycle water handling and recycling solutions for energy operations. Its integrated pipelines and related infrastructure create produced water management, recycling, and supply solutions for operators in the core areas of the Permian Basin. The Company manages its business through a single operating segment comprising two primary revenue streams: Produced Water Handling and Water Solutions. The Produced Water Handling business gathers, transports and, unless recycled, handles produced water generated from oil and natural gas production. The Water Solutions business develops and operates recycling facilities to treat, store and recycle produced water. The Company also supplements its recycled produced water with non-potable groundwater to meet the demands of its customers' operations.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2025Q4

FY2025Q3

FY2025Q2

121.58M

+2.51%

0.410

+41.26%

123.01M

+9.53%

0.404

+18.74%

120.62M

+19.29%

0.333

+14.74%

Estimates Revision

The market is revising Downward the revenue expectations for Aris Water Solutions, Inc. (ARIS) for FY2025, with the revenue forecasts being adjusted by -0.48% over the past three months. During the same period, the stock price has changed by -0.25%.

Revenue Estimates for FY2025

Revise Downward

-0.48%

In Past 3 Month

EPS Estimates for FY2025

Revise Upward

+0.47%

In Past 3 Month

Stock Price

Go Down

-0.25%

In Past 3 Month

7 Analyst Rating

17.15% Upside

Wall Street analysts forecast ARIS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ARIS is 27.67 USD with a low forecast of 23.00 USD and a high forecast of 30.00 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.

5 Buy

2 Hold

0 Sell

Moderate Buy

17.15% Upside

Current: 23.620

Low

23.00

Averages

27.67

High

30.00

17.15% Upside

Current: 23.620

Low

23.00

Averages

27.67

High

30.00

Stifel

Buy

Hold

downgrade

$30 -> $25

2025-08-07

New

Reason

Stifel

Price Target

$30 -> $25

2025-08-07

New

downgrade

Buy

Hold

Reason

Stifel downgraded Aris Water Solutions (ARIS) to Hold from Buy with a price target of $25, down from $30, after Western Midstream Partners (WES) agreed to acquire all of the outstanding shares of Aris in a stock-and-cash deal valued at approximately $1.5B.

JPMorgan

Eli Jossen

Neutral

downgrade

$31 -> $25

2025-07-29

Reason

JPMorgan

Eli Jossen

Price Target

$31 -> $25

2025-07-29

downgrade

Neutral

Reason

JPMorgan analyst Eli Jossen assumed coverage of Aris Water Solutions with a Neutral rating and price target of $25, down from $31. The firm sees a full valuation at current share levels given the company's "lower than average" midstream yield and uncertain macro environment.

Seaport Research

Jeff Cantwell

Buy

downgrade

$35 -> $30

2025-05-15

Reason

Seaport Research

Jeff Cantwell

Price Target

$35 -> $30

2025-05-15

downgrade

Buy

Reason

Seaport Research analyst Jeff Cantwell lowered the firm's price target on Lineage to $30 from $35 and keeps a Buy rating on the shares. The firm is lowering its price target on the stock given its concerns over 2H drilling and completions activity due to dropping oil prices, the analyst tells investors.

Citi

Spiro Dounis

Neutral

maintain

$28 -> $26

2025-05-12

Reason

Citi

Spiro Dounis

Price Target

$28 -> $26

2025-05-12

maintain

Neutral

Reason

Citi analyst Spiro Dounis lowered the firm's price target on Aris Water Solutions to $26 from $28 and keeps a Neutral rating on the shares. The firm said its lowered target reflects expected slower Permian Basin growth in response to lower commodity prices. Management indicated no changes to producers schedules yet, but activity cuts were not ruled out in the back half of the year, the analyst tells investors in a research note. The firm added that it expects activity to slow in 2H25 and into 2026 and have trimmed estimates accordingly.

Wells Fargo

Praneeth Satish

Hold

Maintains

$26 → $30

2025-02-28

Reason

Wells Fargo

Praneeth Satish

Price Target

$26 → $30

2025-02-28

Maintains

Hold

Reason

Evercore ISI Group

Samantha Hoh

Buy

Hold

Downgrades

$25 → $27

2025-01-15

Reason

Evercore ISI Group

Samantha Hoh

Price Target

$25 → $27

2025-01-15

Downgrades

Buy

Hold

Reason

Evercore ISI downgraded Aris Water Solutions to In Line from Outperform with a price target of $27, up from $25. The firm says oilfield services stocks have been hit with the "dual negatives" of a low growth North America contending with a "rapidly consolidating customer base and capital restraint internationally that has ended any semblance of a coordinated global upcycle for the industry." This combines with "wobble" in second half of 2024 oil prices, the analyst tells investors in a research note. Evercore's global exploration and production spending survey anticipates flat spending in 2025. It reduced 2025 estimates by 10% across the sector to reflect a more cautious spending outlook and downgraded eight names in the group.

See All Ratings

Valuation Metrics

The current forward P/E ratio for Aris Water Solutions Inc (ARIS.N) is 15.64, compared to its 5-year average forward P/E of 13.86. For a more detailed relative valuation and DCF analysis to assess Aris Water Solutions Inc 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

Fair

5Y Average PE

13.86

Current PE

15.64

Overvalued PE

17.29

Undervalued PE

10.43

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

Overvalued

5Y Average EV/EBITDA

6.24

Current EV/EBITDA

7.18

Overvalued EV/EBITDA

7.13

Undervalued EV/EBITDA

5.36

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

Overvalued

5Y Average PS

1.10

Current PS

1.60

Overvalued PS

1.46

Undervalued PS

0.73