TickerTalks
Browse all tickers →
TickerTalks›$WTTR
WTWTTR

Select Water Solutions, Inc.

Buzzing onWhy it's trendingX mentions rising faster than the marketBacked by solid revenue growthPrice and volume picking up
$WTTR·$2.3B·Oil & Gas Equipment & Services·Energy
$20.78+2.1%YTD+92.3%1Y+107.6%
Price updated 10h ago·X counts updated 5d ago
WTWTTR
$WTTRSelect Water Solutions, Inc.
$20.78+2.06%2 posts
AI analysisFundamentalsVoices on X
Loading…

On X

The complete picture of $WTTR on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

2X posts · last 7 days
Sep 1Sep 14

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $WTTR — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeAcceleratingAI verdict · as of 2026-09-18

The move is getting stronger, with heavier trading behind it.

An oilfield water-services specialist has almost doubled year-to-date while the sector re-rates around it.

Select Water Solutions provides sourcing, handling, treatment and disposal of the massive water volumes needed to complete and produce oil and gas wells — primarily across the American shale basins. It is a boring, capital-heavy oilfield services business whose fortunes track shale-completion activity.

  • The financial screen is doing the work: revenue rose meaningfully between the two most recent quarters and earnings-per-share more than doubled sequentially, on gross margins in the high-teens as a share of sales — modest by absolute standards, but noticeably improving.
  • Free cash flow is not yet the story: free-cash-flow yield remains slightly negative as the group reinvests in water-infrastructure assets — the assets themselves are the compounding thesis rather than the near-term cash return.
  • The tape is running hot: shares are up more than ninety percent year-to-date and more than a doubling over twelve months, with continued institutional add-and-trim activity behind the price move.

The next earnings print is where the market checks whether the shale-completion activity that supports the current price still holds; any sharp moderation in oil prices would be the direct external risk to size.

What to watch: The next quarterly print for water-services volumes and gross-margin trends, and any additional water-infrastructure asset acquisitions. A meaningful drop in shale-completion activity would be the specific external risk indicator.

On the calendar: Q3 earnings — date pending

no x sentiment

Read the AI verdict on $WTTR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Oilfield water management company recycling, gathering, and treating produced water for E&P operators across US shale basins.

Industry overviewAI analysisGenerated by AI from underlying data

Where Oil & Gas Equipment & Services sits in its cycle right now — and what that implies for $WTTR.

Oil & Gas Equipment & Services · Energy

International E&P spending and offshore deepwater day rates are sustaining services pricing; Solaris Energy raised 2026 guidance and a director bought ~$500K in company shares — the clearest insider conviction signal of the week. North American land completion activity (Permian) is decelerating, keeping pure-play pressure pumpers under scrutiny while Baker Hughes advances LNG infrastructure deals.

What this means for $WTTR

Partial — produced-water gathering, recycling, and chemical treatment across US shale basins; Chemical Technologies segment adds margin above pure infrastructure, and AquaView automation is a differentiation lever in a competitive market.

Top industry ETF

$OIHVanEck Oil Services ETF
+40.1%YTD
+54.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
82.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
3.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
4.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-3.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
3.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
19.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$0.17$0.13+28.1%
Q1 2026May 5, 2026$0.08$0.06+28.9%
Q4 2025Feb 17, 2026$0.06$0.01+468.7%
Q3 2025Nov 4, 2025$0.03$0.030.0%
Next earningsTue, Nov 3·consensus EPS $0.18

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$395.8M+8.7%19.4%8.7%$0.17$15.7M
Q1 FY26$366.0M-2.3%17.5%6.5%$0.08$-68.1M
Q4 FY25$346.5M-0.7%12.7%0.3%$-0.00$-6.0M
Q3 FY25$322.2M-13.2%27.0%-0.5%$0.03$-23.5M

Forward consensus

3-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.5B$1.5B – $1.6B$0.66$0.57 – $0.774
FY27$1.6B$1.5B – $1.7B$0.73$0.57 – $0.865
FY28$1.7B$1.7B – $1.8B$1.17$1.10 – $1.222

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.2.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.87%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+3.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+28.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 113.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.005-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 19Partners Ii Crestview10% owner3.3M sh$61.5MSellMay 15Burnett Richard AlanDirector45.3K sh$849KSellMay 14Burnett Richard AlanDirector19.7K sh$369KSellMay 12Michael SkarkeCOO20.0K sh$356KSellMay 11Brian SzymanskiChief Accounting Officer20.0K sh$341KSellMay 11Michael SkarkeCOO90.0K sh$1.6MSellMay 8Robin H FielderDirector27.0K sh$454KSellApr 8Partners Ii CrestviewDirector3.1M sh$46.8M
+ 14 other (8 awards · 2 inkinds · 2 conversions · 2 returns) in window

See when $WTTR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJun 18-K — Item 5.02: Officer or director change
8-KShareholder voteMay 88-K — Item 5.07: Shareholder vote
3New insider — initial holdingsMar 303
+ 11 other (4 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

NewEdge Advisors LLC Buys 83,296 Shares of Select Water Solutions, Inc. $WTTRdefenseworld.net·6d agoSelect Water Solutions, Inc. $WTTR Shares Sold by Squarepoint Ops LLCdefenseworld.net·6d agoSELECT WATER SOLUTIONS ANNOUNCES RELEASE OF 2025 SUSTAINABILITY REPORTprnewswire.com·16d agoHead to Head Analysis: Select Water Solutions (NYSE:WTTR) and SEACOR Marine (NYSE:SMHI)defenseworld.net·20d agoSelect Water Solutions Bets on Produced-Water Recycling to Drive Infrastructure Growthmarketbeat.com·23d ago

More in Oil & Gas Equipment & Services

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$PUMP$FET$SEI$BKR$SLB$HAL$FTI$KGS
Voices on X · last 7 days

No standout posts about $WTTR on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport