WBI Share Price Performance
US$31.79
8.96 (39.25%)
5.3% undervalued intrinsic discount
US$33.57
Fair Value
Price US$31.79
AnalystConsensusTarget US$33.57
AnalystLowTarget US$26.00
AnalystHighTarget US$43.00
Fair ValueUS$33.57
Share Pricen/a
WaterBridge Infrastructure LLC Stock Price
- 3 Narratives written by author
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- 5 Fair Values set on narratives written by author
WBI Community Narratives
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Fair Value
·Fair Value US$33.57 5.3% undervalued intrinsic discount
Long Haul Water Volumes And Contracted Projects Will Support Stable Future Earnings
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Fair Value
·Fair Value US$26 22.3% overvalued intrinsic discount
Heavy Reliance On Produced Water Volumes Will Limit Long-Term Earnings Upside
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Fair Value
·Fair Value US$43 26.1% undervalued intrinsic discount
Long Haul Produced Water Takeaway Will Support Multi Year Earnings Upside
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Long Haul Produced Water Takeaway Will Support Multi Year Earnings Upside
WaterBridge moves and disposes of wastewater from oil and gas wells in West Texas, and new pipeline projects could push a lot more volume through the same system, lifting profits as they ramp. But the story depends on steady drilling activity and big buildouts going to plan, and there are early bets on supplying treated water to new industrial users that could add a second growth engine.Read more
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US$43
26.1% undervalued intrinsic discount
Fair Value
Revenue
29.3% p.a.
Profit Margin
4.81%
Future PE
46.55x
Price in 2029
US$53.46
Long Haul Water Volumes And Contracted Projects Will Support Stable Future Earnings
WaterBridge rides a fast-growing wave of “produced water” from oil drilling in the Delaware Basin, and its expanding pipeline network could turn that into steadier, more predictable earnings. The big question is whether its costly multi-year buildout and debt load pay off without running into delays, weaker drilling activity, or pushback on higher contract prices.Read more
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US$33.57
5.3% undervalued intrinsic discount
Fair Value
Profit Margin
5.22%
Future PE
32.7x
Price in 2029
US$41.51
Heavy Reliance On Produced Water Volumes Will Limit Long-Term Earnings Upside
WaterBridge’s growth story leans heavily on more oil-and-gas drilling in one busy corner of the Permian, so a slowdown or project delays could leave it with expensive pipes that aren’t fully used. The flip side is that long-term customer contracts and new interest in expanded capacity could keep cash flows steadier than a bearish view assumes.Read more
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US$26
22.3% overvalued intrinsic discount
Fair Value
Profit Margin
5.8%
Future PE
24.62x
Price in 2029
US$32.49
Trending Discussion
No trending discussion available.
Recently Updated Narratives
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WBI: Acquisition-Fueled Volume Expansion Will Support A Higher Future Multiple
Fair Value: US$43 26.1% undervalued intrinsic discount
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WBI: Earnings Outlook And Water Volumes Will Shape A Balanced 2026 Narrative
Fair Value: US$33.57 5.3% undervalued intrinsic discount
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Heavy Reliance On Produced Water Volumes Will Limit Long-Term Earnings Upside
Fair Value: US$26 22.3% overvalued intrinsic discount
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Snowflake Analysis
WaterBridge Infrastructure LLC Key Details
About WBI
- Founded
- 2025
- Employees
- 540
- CEO
- WebsiteView website
WaterBridge Infrastructure LLC, water infrastructure company, provides water management solutions through integrated pipeline and water handling networks in the United States. It offers produced water handling and gathering pipeline services; brackish water, recycled water, and produced water solutions; and gas transportation services. The company was incorporated in 2025 and is headquartered in Houston, Texas.
