How Investors May Respond To Select Water Solutions (WTTR) Dual Listing and Analyst Coverage Shift

• Select Water Solutions recently announced it will release its 2025 third quarter financial results on November 4, 2025, after the market close, followed by a conference call and webcast for investors.
• Texas Capital Securities initiated coverage and the company disclosed a dual listing on the new NYSE Texas, highlighting a shift towards stable, infrastructure-led operations.
• With the company's dual listing and analyst coverage emphasizing business transformation, we'll consider their impact on Select Water Solutions' investment narrative.

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Select Water Solutions Investment Narrative Recap

To invest in Select Water Solutions, you need to believe in the shift toward stable, infrastructure-led water management for energy customers, despite the company’s ongoing exposure to oil and gas markets facing long-term industry headwinds. The just-announced Q3 financial results release and dual listing on NYSE Texas are not expected to materially affect the key short-term catalyst, a growing backlog of long-term infrastructure contracts, or the largest risk of continued dependence on oil and gas sector activity and capital expenditure discipline.

Among all recent announcements, the upcoming third quarter results set for release on November 4, 2025, stand out. These results come at a time when guidance already points to a decline in revenue, so they have the potential to provide early signals on how well Select is tracking against expectations for contract-driven revenue growth.

However, if Select’s pace of infrastructure buildout continues to outstrip new contract wins, investors should be aware that...

Read the full narrative on Select Water Solutions (it's free!)

Select Water Solutions' narrative projects $1.4 billion in revenue and $65.5 million in earnings by 2028. This requires a 1.3% annual revenue decline and a $32.5 million increase in earnings from $33.0 million currently.

Uncover how Select Water Solutions' forecasts yield a $14.50 fair value, a 34% upside to its current price.

Exploring Other Perspectives

Three members of the Simply Wall St Community value Select Water Solutions between US$14.50 and US$18.00 per share. While opinions diverge, many are watching whether infrastructure contract growth can offset ongoing risks tied to capital spending and oil market exposure.

Explore 3 other fair value estimates on Select Water Solutions - why the stock might be worth as much as 67% more than the current price!

Build Your Own Select Water Solutions Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Select Water Solutions research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Select Water Solutions research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Select Water Solutions' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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