TICKERNERD
Menu
WBIEnergy · Oil & Gas Equipment & Services

WBI Stock Forecast: Waterbridge Infrastructure LLC Price Predictions for 2026-2027

Last close, 16 Oct 2026
$28
−1.01% on the day

The 8 Wall Street analysts covering Waterbridge Infrastructure LLC hold a median 12-month price target of $37 — +29.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 5 of 100 as at 15 Oct 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.

Market cap
$3.7B
Ticker Nerd rank
5 / 100
Median analyst target
$37
Analysts covering
8
Revenue$217.8M+10.7% y/y
Operating income$40.3M
Net income$14.6M
Free cash flow−$58.4M
Quarterly, 7 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−5.0%
1M
−7.5%
YTD
+43.1%
1Y
+16.9%
From 52W high
−21.2%
From 52W low
+52.7%
$19
$36
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

WBI stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Waterbridge Infrastructure LLC on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 15 Oct 2026
5 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Revisions
66
Accruals
36
Size
27
Growth
26
Volatility
18
Momentum
15
Value
11
Quality
7
Issuance
5

Revisions (66): Analysts have, on balance, been raising their forecasts.

Issuance (5): The company has been issuing shares or taking on financing, diluting existing holders.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

WBI stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on WBI, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$20$25$30$35$40$45Jan 26Apr 26Jul 26Oct 26WBIHigh $43Median $37Low $28

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says8 analysts
7 Buy1 Hold0 Sell
Low $28Median $37High $43

The green dot is the last close — the median target sits +29.9% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 5 moved their price target up and 0 moved it down.

DateFirmActionRatingTarget
28 Sept 2026Piper SandlerAssumesOverweight$37
19 Aug 2026BarclaysMaintainsOverweight$33 → $34
19 Aug 2026BarclaysMaintainsOverweight—
18 Aug 2026JP MorganReinstatesOverweight$38
14 Aug 2026Wells FargoMaintainsEqual-Weight$26 → $28
14 Aug 2026Wells FargoMaintainsEqual-Weight—
12 Aug 2026Morgan StanleyMaintainsOverweight$38 → $43
12 Aug 2026Morgan StanleyMaintainsOverweight—
15 July 2026Goldman SachsMaintainsBuy$36 → $41
15 July 2026Goldman SachsMaintainsBuy—
29 May 2026Goldman SachsMaintainsBuy$32 → $36
29 May 2026Goldman SachsMaintainsBuy—
21 May 2026BarclaysMaintainsOverweight—
20 May 2026Morgan StanleyMaintainsOverweight—
22 Apr 2026Morgan StanleyUpgradeOverweight—
25 Mar 2026Morgan StanleyMaintainsEqual-Weight—
18 Mar 2026Goldman SachsMaintainsNeutral—
13 Mar 2026Wells FargoMaintainsEqual-Weight—
5 Jan 2026Raymond JamesUpgradeStrong Buy—
21 Oct 2025Janney Montgomery ScottInitiatesNeutral—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. WBI appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

WBI vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 16 Oct 2026, Waterbridge Infrastructure LLC returned +16.9% against +16.8% for the S&P 500, dividends included.

WBI vs S&P 500, last 12 monthsTotal return, rebased to 100
80100120140160Jan 26Apr 26Jul 26Oct 26WBIS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

WBI analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
−7.7%
Analysts raising
0
Analysts cutting
4
Fundamentals

Waterbridge Infrastructure LLC (WBI) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
371.8×

Cheaper than 2% of US stocks

Price / sales
4.9×

Cheaper than 24% of US stocks

Price / book
2.2×

Cheaper than 40% of US stocks

EV / EBITDA
12.0×

Cheaper than 30% of US stocks

Growth & margins
Revenue growth (YoY)
128.0%

Higher than 94% of US stocks

Earnings growth (YoY)
104.3%

Higher than 84% of US stocks

Gross margin
26.7%

Higher than 29% of US stocks

Operating margin
18.5%

Higher than 77% of US stocks

Net margin
1.4%

Higher than 51% of US stocks

Returns & dividend
Return on equity
−0.2%

Higher than 44% of US stocks

Return on assets
−0.1%

Higher than 43% of US stocks

Dividend yield
0.7%

Higher than 67% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Waterbridge Infrastructure LLC (WBI) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Waterbridge Infrastructure LLC has a market value of $3.7B and an enterprise value of $4.3B.

  • Revenue in the twelve months to 30 June 2026: $750.9M. The latest quarter grew 128.0% year on year.

  • Net income over the same four quarters: $15.2M, a 2.0% net margin.

  • Diluted earnings per share, trailing twelve months: $0.06.

  • Free cash flow in the twelve months to 30 June 2026: −$122.3M, after $382.8M of capital spending.

  • Shares outstanding: 55.5M.

  • Trailing P/E: 371.8×; forward P/E: 24.7× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 0.67%, paying out 125% of earnings.

  • Waterbridge Infrastructure LLC employs 540 people — $1.4M of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 15 Oct 2026

Data provided by Twelve Data

Peers

WBI vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelOil & Gas Equipment & Services
CompanyMarket capTKN rank
WBIWaterbridge Infrastructure LLC$3.7B
5
TDWTidewater, Inc.$3.9B
39
OIIOceaneering International, Inc.$4.3B
78
LBRTLiberty Energy, Inc.$2.7B
25
KGSKodiak Gas Services, Inc.$4.8B
27
WHDCactus, Inc.$4.9B
58
SEISolaris Energy Infrastructure, Inc.$5.0B
41

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own Waterbridge Infrastructure LLC — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest WBI news & analysis

WaterBridge Schedules Third Quarter Earnings Release and Conference Call

Business Wire · 5 Oct 2026neutral

WaterBridge Infrastructure LLC announced it will release its third quarter 2026 financial results after market close on Wednesday, November 4, 2026, followed by a webcast and conference call on Thursday, November 5, 2026, at 11 a.m. Central Time. Details for the live webcast will be available in the Events and Presentations section.

Why it matters — This announcement gives WaterBridge shareholders and watchers the scheduled date and time to hear about the company's third quarter performance.

WaterBridge Infrastructure: The Value Is In The Destination, Not Just The Pipeline

Seeking Alpha · 14 Sept 2026neutral

WaterBridge Infrastructure reports sequential volume growth translating into outsized operating earnings and improved EBITDA margins through its use of underutilized pore space via LandBridge. The company's long-term inflation-linked contracts, diversion fees, and strategic acquisitions support cash flow durability, though elevated capex and leverage make capital discipline important.

Why it matters — The piece examines whether WBI's scalability thesis is proving out on a full-cycle basis, highlighting both its defensible water disposal advantage and the capital-discipline risks watchers should track.

Strong Midstream 2Q26 Earnings Boost Full-Year Outlook

ETF Trends · 25 Aug 2026positive

Midstream MLPs and corporations reported strong second-quarter earnings, driven by record volume throughput, solid margins, and robust demand for natural gas and NGL exports. The results also underscored the defensive character of their fee-based cash flows.

Why it matters — Strong midstream sector results indicate a favorable operating environment for infrastructure companies in WBI's space.

Integrating The Delaware Basin: Devon Energy Reaches Final Investment Decision on Solitude Pipeline System

GlobeNewsWire · 17 Aug 2026neutral

Devon Energy has reached a positive final investment decision on the Solitude Pipeline System, a WhiteWater-led joint venture that will construct two 48-inch natural gas pipelines connecting the Permian Basin to Katy, Texas. The project is part of Devon's ongoing integration of infrastructure supporting its Delaware Basin position.

Why it matters — This announced pipeline infrastructure development in the Permian Basin region is relevant to WBI watchers given its focus on midstream assets and energy infrastructure activity in that area.

WaterBridge Announces Pricing of Upsized $150,000,000 Offering of Additional 6.500% Senior Notes due 2033

Business Wire · 13 Aug 2026neutral

WaterBridge Infrastructure LLC announced that its subsidiary, WBI Operating LLC, priced an upsized offering of $150 million in 6.500% senior notes due 2033 at par. The offering, increased from a previously announced $100 million, is expected to close on August 18, 2026, subject to customary conditions.

Why it matters — WBI watchers would note the company's increased debt financing activity, as the offering was upsized from its original size ahead of the expected closing.

FAQ

Frequently asked questions about WBI stock

What is the WBI stock price forecast for 2026-2027?

The 8 Wall Street analysts covering Waterbridge Infrastructure LLC have a median 12-month price target of $37, with estimates ranging from $28 to $43. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is WBI stock a buy right now?

Of the 8 analysts covering Waterbridge Infrastructure LLC, 7 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Waterbridge Infrastructure LLC 5 out of 100 across roughly 4,600 US stocks as at 15 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank WBI?

As at 15 Oct 2026, Waterbridge Infrastructure LLC ranks 5 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (66 of 100).

Will WBI stock go up?

No one can know that. What the data says: the median 12-month target from 8 analysts implies +29.9% from the last close, and Ticker Nerd's factor model ranks Waterbridge Infrastructure LLC 5 out of 100 as at 15 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the WBI stock forecast for 2030?

No analyst covering Waterbridge Infrastructure LLC publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for WBI are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $28 to $43 over the next 12 months.

How has WBI stock performed over the past year?

Waterbridge Infrastructure LLC returned +16.9% over the 12 months to 16 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Waterbridge Infrastructure LLC do?

WaterBridge Infrastructure LLC Class A is the public equity of WaterBridge Infrastructure LLC, an integrated water infrastructure company focused on supporting oil and natural gas production. WaterBridge provides produced-water management solutions through a network of pipelines and related facilities, including gathering, transporting, recycling, and handling water for exploration and production customers.

What is the latest news on WBI?

The most recent item we track (Business Wire, 5 Oct 2026): "WaterBridge Schedules Third Quarter Earnings Release and Conference Call". WaterBridge Infrastructure LLC announced it will release its third quarter 2026 financial results after market close on Wednesday, November 4, 2026, followed by a webcast and conference call on Thursday, November 5, 2026, at 11 a.m. Central Time. Details for the live webcast will be available in the Events and Presentations section.

Company

About Waterbridge Infrastructure LLC.

WaterBridge Infrastructure LLC Class A is the public equity of WaterBridge Infrastructure LLC, an integrated water infrastructure company focused on supporting oil and natural gas production. WaterBridge provides produced-water management solutions through a network of pipelines and related facilities, including gathering, transporting, recycling, and handling water for exploration and production customers. The company also operates energy waste management facilities that serve non-hazardous waste streams from oil and gas activity. Its business is centered on long-term contracts and on infrastructure that connects midstream water services with upstream energy operations, making it an important provider in the U.S. oilfield services and water-handling market. WaterBridge Infrastructure LLC Class A represents ownership interests in the company’s current operating platform, with activities concentrated in major U.S. shale basins, especially the Delaware Basin.

CEO Mr. Jason Long · 540 employees · United States · https://www.wbinfra.com