WaterBridge Infrastructure: Earnings Growth Path Has Gotten Clearer [Seeking Alpha]
WaterBridge Infrastructure LLC Class A Shares Representing Limited Liability Company Interests (WBI)
Company Research
Source: Seeking Alpha
Kraken is online, and Speedway Phase 1 is oversubscribed, with strong minimum volume commitments and visible growth into 2026-2027. WBI's moat is reinforced by unique LandBridge access, high system uptime, and pricing power on new projects driving margin expansion. Despite Delaware Basin concentration risk, WBI's 10% adj. EBITDA CAGR outlook and attractive valuation support continued bullishness. Yuji Kotani/DigitalVision via Getty Images Summary I gave a Buy rating to WaterBridge Infrastructure ( WBI ) last year in October, with my key thesis being that this is a business with many underutilized assets that should position WBI to Kraken's ramp and Speedway's oversubscription provide clear, contracted volume growth into 2026-2027, solidifying WBI's growth bridge and supporting higher earnings visibility. WBI's exclusive LandBridge acreage, permitted capacity, and high system uptime enable it to expand where needed, while new project rates above mid-$0.60 drive margin ex
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WBI
News
- WBI (WBI) had its price target raised by Morgan Stanley from $32.00 to $34.00. They now have an "equal weight" rating on the stock.MarketBeat
- WBI (WBI) was upgraded by <a style="font-weight:bold" href="https://www.wallstreetzen.com/newsletters/zen-ratings?ticker=WBI&utm_campaign=getratings&utm_medium=online&utm_source=MarketBeat">Wall Street Zen</a> from "sell" to "hold".MarketBeat
- The Better Trade In Permian Water: Pairing WaterBridge With LandBridge [Seeking Alpha]Seeking Alpha
- WBI (WBI) had its "neutral" rating reaffirmed by The Goldman Sachs Group, Inc..MarketBeat
- WaterBridge Infrastructure LLC Q4 2025 Earnings Call Summary [Yahoo! Finance]Yahoo! Finance
WBI
Sec Filings
- 3/27/26 - Form S-1
- 3/16/26 - Form 8-K
- 3/16/26 - Form 10-K
- WBI's page on the SEC website