The 8 Wall Street analysts covering Waterbridge Infrastructure LLC hold a median 12-month price target of $37 — +54.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 15 of 100 as at 5 Nov 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.
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.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (67): Analysts have, on balance, been raising their forecasts.
Issuance (12): The company has been issuing shares or taking on financing, diluting existing holders.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on WBI, reported as data — targets and ratings, the market's view beside the model's.
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
The green dot is the last close — the median target sits +54.5% from it.
Of the 20 most recent actions, 5 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 28 Sept 2026 | Piper Sandler | Assumes | Overweight | $37 |
| 19 Aug 2026 | Barclays | Maintains | Overweight | $33 → $34 |
| 19 Aug 2026 | Barclays | Maintains | Overweight | — |
| 18 Aug 2026 | JP Morgan | Reinstates | Overweight | $38 |
| 14 Aug 2026 | Wells Fargo | Maintains | Equal-Weight | $26 → $28 |
| 14 Aug 2026 | Wells Fargo | Maintains | Equal-Weight | — |
| 12 Aug 2026 | Morgan Stanley | Maintains | Overweight | $38 → $43 |
| 12 Aug 2026 | Morgan Stanley | Maintains | Overweight | — |
| 15 July 2026 | Goldman Sachs | Maintains | Buy | $36 → $41 |
| 15 July 2026 | Goldman Sachs | Maintains | Buy | — |
| 29 May 2026 | Goldman Sachs | Maintains | Buy | $32 → $36 |
| 29 May 2026 | Goldman Sachs | Maintains | Buy | — |
| 21 May 2026 | Barclays | Maintains | Overweight | — |
| 20 May 2026 | Morgan Stanley | Maintains | Overweight | — |
| 22 Apr 2026 | Morgan Stanley | Upgrade | Overweight | — |
| 25 Mar 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 18 Mar 2026 | Goldman Sachs | Maintains | Neutral | — |
| 13 Mar 2026 | Wells Fargo | Maintains | Equal-Weight | — |
| 5 Jan 2026 | Raymond James | Upgrade | Strong Buy | — |
| 21 Oct 2025 | Janney Montgomery Scott | Initiates | Neutral | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
WBI appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 5 Nov 2026, Waterbridge Infrastructure LLC returned −1.0% against +9.3% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 2% of US stocks
Cheaper than 27% of US stocks
Cheaper than 44% of US stocks
Cheaper than 33% of US stocks
Higher than 94% of US stocks
Higher than 84% of US stocks
Higher than 29% of US stocks
Higher than 77% of US stocks
Higher than 50% of US stocks
Higher than 44% of US stocks
Higher than 43% of US stocks
Higher than 68% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
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 $3.2B and an enterprise value of $4.1B.
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.
Trailing P/E: 372.0×; forward P/E: 21.7× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.77%, paying out 125% of earnings.
Waterbridge Infrastructure LLC employs 540 people — $1.4M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
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 →
Seeking Alpha published a transcript of WaterBridge Infrastructure LLC’s Q3 2026 earnings call.
Why it matters — The transcript provides WBI watchers with the company’s remarks from its Q3 2026 earnings call.
WaterBridge reported quarterly earnings of $0.10 per share, matching the Zacks Consensus Estimate. It compared with a loss of $0.02 per share a year earlier.
Why it matters — WBI watchers can note that quarterly earnings met consensus and were higher than the year-ago result.
The item examines WaterBridge’s Q3 revenue and EPS for the quarter ended September 2026, alongside key metrics compared with Wall Street estimates and year-ago figures. The excerpt does not provide the results or comparisons.
Why it matters — These comparisons offer WBI watchers context on quarterly performance, but the excerpt gives no specific outcomes.
WaterBridge Infrastructure LLC announced its financial and operating results for the third quarter of 2026. The excerpt notes the company’s IPO closing on September 18, 2025, and its prior combination of legacy entities.
Why it matters — The announcement reports WBI’s quarterly financial and operating results, which are relevant to investors following the company.
Zacks Investment Research says WaterBridge has a history of earnings surprises and currently has two key factors associated with a likely beat in its next quarterly report.
Why it matters — The item highlights factors Zacks views as relevant to WBI’s upcoming earnings report.
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.
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 15 out of 100 across roughly 4,600 US stocks as at 5 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 5 Nov 2026, Waterbridge Infrastructure LLC ranks 15 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 (67 of 100).
No one can know that. What the data says: the median 12-month target from 8 analysts implies +54.5% from the last close, and Ticker Nerd's factor model ranks Waterbridge Infrastructure LLC 15 out of 100 as at 5 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
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.
Waterbridge Infrastructure LLC returned -1.0% over the 12 months to 5 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
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 most recent item we track (Seeking Alpha, 5 Nov 2026): "WaterBridge Infrastructure LLC (WBI) Q3 2026 Earnings Call Transcript". Seeking Alpha published a transcript of WaterBridge Infrastructure LLC’s Q3 2026 earnings call.
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
