DashboardPortfoliosWatchlistCommunityDiscoverScreener
  • Community
  • /
  • United States
  • /
  • Capital Goods
Author Program NEWCreate Narrative
ERII logo

Energy Recovery, Inc. Stock Price

NasdaqGS:ERII Community·US$360.4m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 40 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

ERII Share Price Performance

US$7.10
-7.50 (-51.37%)
​
US$8.00
Fair Value
US$7.10
-7.50 (-51.37%)
11.3% undervalued intrinsic discount
US$8.00
Fair Value
Price US$7.10
AnalystLowTarget US$8.00
AnalystConsensusTarget US$8.00
AnalystHighTarget US$12.00
Fri, 7 Aug 26
Fair ValueUS$8.00
Share Pricen/a

ERII Community Narratives

AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$8 11.3% undervalued intrinsic discount

Renewable Energy Trends Will Restrict Desalination Industry Outlook

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$8 11.3% undervalued intrinsic discount

Global Water Scarcity And Decarbonization Will Unlock Long-Term Opportunities

0users have liked this narrative
0users have commented on this narrative
19users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$12 40.8% undervalued intrinsic discount

Advanced Water Treatment Will Leverage Secular ESG And Efficiency Trends

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
ERII logo
Energy Recovery
11.3% undervalued intrinsic discount
Updated

Global Water Scarcity And Decarbonization Will Unlock Long-Term Opportunities

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 14 Sep
Read Narrative
ERII logo
Energy Recovery
11.3% undervalued intrinsic discount

Renewable Energy Trends Will Restrict Desalination Industry Outlook

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 7 Aug
Read Narrative
ERII logo
Energy Recovery
40.8% undervalued intrinsic discount

Advanced Water Treatment Will Leverage Secular ESG And Efficiency Trends

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 28 Jun
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystConsensusTarget
ERII logo

ERII: Desalination Turmoil And Wastewater Progress Will Support Future Upside

Fair Value: US$8 11.3% undervalued intrinsic discount
19 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
ERII logo

ERII: Desalination Project Delays And Leadership Change Will Shape Future Upside

Fair Value: US$8 11.3% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
ERII logo

ERII: Desalination Mega Project Delays Create Future Upside Timing Opportunity

Fair Value: US$12 40.8% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Flawless balance sheet with moderate growth potential.

1 Risk
2 Rewards
View Full Analysis

Energy Recovery, Inc. Key Details

US$120.6m

Revenue

US$41.8m

Cost of Revenue

US$78.8m

Gross Profit

US$63.5m

Other Expenses

US$15.3m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
0.30
65.36%
12.72%
0%
View Full Analysis

About ERII

Founded
1992
Employees
230
CEO
Alexander Buehler
WebsiteView website
www.energyrecovery.com

Energy Recovery, Inc., together with its subsidiaries, designs, manufactures, and sells energy efficiency technology solutions in the United States, North, South and Latin America, the Middle East, Northern Africa, Asia, and Europe. It operates through Water and Emerging Technologies segments. The company offers high and low pressure, and ultra high-pressure exchangers; AT and LPT hydraulic turbochargers; and high-pressure feed and circulation pumps for use in water treatment industries, including seawater and brackish desalination, and wastewater treatment. It also provides PX G1300, which reduces energy consumption and operating costs of carbon dioxide-based refrigeration systems; and spare parts, as well as repair, field, and commissioning services. The company sells its products under the ERI, PX, PX Pressure Exchanger, Pressure Exchanger, Ultra High-Pressure PX, PX G1300, PX PowerTrain, PX G, AT, and Aquabold brands to supermarket chains, cold storage facilities, refrigeration system installers or OEMs, and other industrial users; and aftermarket customers consisting of desalination plant owners and operators. Energy Recovery, Inc. was incorporated in 1992 and is headquartered in San Leandro, California.

Recent ERII News & Updates

User avatar
Narrative Update • Sep 14

ERII: Desalination Turmoil And Wastewater Progress Will Support Future Upside

Analysts have trimmed their fair value estimate for Energy Recovery, cutting the implied price target from about $9.33 to $8.00 as they factor in weaker revenue growth and margins, ongoing turmoil affecting the Middle East desalination market, withdrawn guidance, and a cautious stance while awaiting clearer direction from the incoming leadership team. Analyst Commentary Recent Street research on Energy Recovery points to a more cautious stance.
User avatar
Narrative Update • Aug 21

ERII: Desalination And Wastewater Projects Will Support Future Upside Despite Recent Setbacks

Analysts have trimmed their fair value estimate for Energy Recovery from $11.00 to about $9.33, as some now see lower near term visibility following a recent Q2 miss and a reduced Street price target to $8.00. What's in the News for Energy Recovery Energy Recovery completed a share repurchase tranche between April 1, 2026 and May 5, 2026, buying back 832,550 shares, or 1.6% of its stock, for US$8.68 million.

Recent updates

No updates

Energy Recovery, Inc. Competitors

YSS logo

York Space Systems

Symbol: NYSE:YSS
Market cap: US$1.1b
BW logo

Babcock & Wilcox Enterprises

Symbol: NYSE:BW
Market cap: US$1.0b
KRT logo

Karat Packaging

Symbol: NasdaqGS:KRT
Market cap: US$985.6m
GHM logo

Graham

Symbol: NYSE:GHM
Market cap: US$982.2m
View more competitors

Make Better Investing Decisions Anywhere

Scan to download
Open AppStoreOpen Google Play
Chrome Web Store
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
View Data Sources
Markets
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
Investing Ideas
  • Undervalued Companies
  • Dividend Powerhouses
  • Insider Buying
  • Nuclear Energy
  • Autonomous Vehicles
  • Artificial Intelligence
  • Crypto and Blockchain
  • Cybersecurity
  • More ideas
Stock Communities
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
Features & Tools
  • Portfolio Tracker
  • Stock Screener & Alerts
  • Narratives & Fair Values
  • Dividend Calculator
News & Discovery
  • Latest Stock News
  • Global Market Insights
  • The Foxhole
  • Investing Ideas
  • Community Narratives
  • What's New
Simply Wall St
  • Plans & Pricing
  • Advertising
  • About Us
  • Contact Us
  • Careers
  • Help Center
  • Learn Stock Investing
  • Affiliate Program
  • Business & Enterprise
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • Terms and Conditions
  • Privacy Policy
  • AI Terms
  • Financial Services Guide