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Energy Recovery (ERII)
NASDAQ:ERII
ERII Stock Chart & Stats
$10.61
-$0.22(-1.48%)
At close: 4:00 PM EST
$10.61
-$0.22(-1.48%)
Day’s Range― - ―
52-Week Range$9.59 - $18.32
Previous CloseN/A
Volume67.39K
Average Volume (3M)595.28K
Market Cap
$560.51M
Enterprise Value$523.39M
Total Cash (Recent Filing)$75.25M
Total Debt (Recent Filing)$9.43M
Price to Earnings (P/E)31.6
Beta1.40
Next Earnings
May 06, 2026EPS Estimate
-0.13Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)0.50
Shares Outstanding52,828,667
10 Day Avg. Volume1,219,233
30 Day Avg. Volume595,276
Financial Highlights & Ratios
PEG Ratio4.21
Price to Book (P/B)3.52
Price to Sales (P/S)5.39
P/FCF Ratio41.62
Enterprise Value/Market Cap0.93
Enterprise Value/Revenue3.89
Enterprise Value/Gross Profit5.96
Enterprise Value/Ebitda13.74
Forecast
1Y Price Target
$14.00Price Target Upside31.95% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering3
EPS Forecast (FY)0.46
Revenue Forecast (FY)$122.83M
Bulls Say, Bears Say
Bulls Say
Balance Sheet StrengthVery low leverage and sizeable equity provide durable financial flexibility. This balance sheet strength supports capital allocation through demand swings, funds R&D and project testing without urgent refinancing, and reduces bankruptcy risk during cyclical slowdowns.
High Gross Margins / Pricing PowerSustained gross margins near 65–70% indicate structural pricing power and differentiated technology. High product-level profitability affords investment in service networks and product development while insulating operating results from moderate cost increases.
Durable Industrial/Wastewater DemandImproving mega-project execution and a wastewater revenue rebound reflect entrenched demand for energy-reducing RO equipment. Long project cycles, OEM partnerships and recurring service/spare parts create durable, multi-year revenue streams and customer stickiness.
Bears Say
Revenue And FCF WeaknessA ~36% revenue drop in 2025 and recent free cash flow declines show growth volatility and sensitivity to project timing. Such swings reduce predictability for reinvestment and make multi-quarter planning harder, increasing execution risk for strategic initiatives.
Strategic Setback In CO2 BusinessWinding down the CO2 retail initiative and taking material one-time charges signals misallocated prior investments and longer timelines for OEM commercialization. It constrains near-term growth prospects and requires management to reallocate capital to higher-return areas.
Earnings Quality & ConsistencyDivergence between solid EBITDA and collapsing net income (to zero in 2025) and uneven cash conversion indicate earnings quality issues. Accounting items, timing or one-offs can mask operational performance and complicate reliable forecasting and ROI assessment.
Energy Recovery News
ERII FAQ
What was Energy Recovery’s price range in the past 12 months?
Energy Recovery lowest stock price was $9.59 and its highest was $18.32 in the past 12 months.
What is Energy Recovery’s market cap?
Energy Recovery’s market cap is $560.51M.
When is Energy Recovery’s upcoming earnings report date?
Energy Recovery’s upcoming earnings report date is May 06, 2026 which is in 58 days.
How were Energy Recovery’s earnings last quarter?
Energy Recovery released its earnings results on Feb 25, 2026. The company reported $0.5 earnings per share for the quarter, missing the consensus estimate of $0.63 by -$0.13.
Is Energy Recovery overvalued?
According to Wall Street analysts Energy Recovery’s price is currently Undervalued.
Does Energy Recovery pay dividends?
Energy Recovery does not currently pay dividends.
What is Energy Recovery’s EPS estimate?
Energy Recovery’s EPS estimate is -0.13.
How many shares outstanding does Energy Recovery have?
Energy Recovery has 52,828,667 shares outstanding.
What happened to Energy Recovery’s price movement after its last earnings report?
Energy Recovery reported an EPS of $0.5 in its last earnings report, missing expectations of $0.63. Following the earnings report the stock price went down -35.298%.
Which hedge fund is a major shareholder of Energy Recovery?
Currently, no hedge funds are holding shares in ERII
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Energy Recovery Stock Smart Score
Neutral
1
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10
Analyst Consensus
Moderate Buy
Average Price Target:
$14.00 (31.95% Upside)
$14.00 (31.95% Upside)
Blogger Sentiment
Neutral
ERII Sentiment 50%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 451.8K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $2.9K over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▼ 0.9%
Last 30 Days ▲ 10.0%
Last 30 Days ▲ 10.0%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-32.29%
12-Months-Change
Fundamentals
Return on Equity
11.03%
Trailing 12-Months
Asset Growth
-4.83%
Trailing 12-Months
Company Description
Energy Recovery
Energy Recovery, Inc., together with its subsidiaries, designs, manufactures, and sells various solutions for the seawater reverse osmosis desalination and industrial wastewater treatment industries worldwide. The company operates through Water and Emerging Technologies segments. It offers a suite of products, including energy recovery devices, and high-pressure feed and recirculation pumps; hydraulic turbochargers and boosters; and spare parts, as well as repair, field, and commissioning services. The company also offers a solution to reduce energy consumption in natural gas processing and in refrigeration systems that use carbon dioxide. It provides its products under the ERI, Ultra PX, PX, Pressure Exchanger, PX Pressure Exchanger, PX PowerTrain, VorTeq, IsoBoost, AT, and AquaBold names to large engineering, procurement, and construction firms; end-users and industry consultants; original equipment manufacturers; and aftermarket customers. The company was incorporated in 1992 and is headquartered in San Leandro, California.
ERII Earnings Call
Q4 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The earnings call presented a generally positive outlook with strong sales execution and effective cost control measures. However, there are delays in the CO2 commercialization timeline and uncertainty in data center market opportunities. Despite these challenges, the company's achievements in wastewater revenue and the lithium extraction project highlight positive growth prospects.View all ERII earnings summariesERII Revenue Breakdown
100.00% Water
0.49% Emerging Technologies
ERII Stock 12 Month Forecast
Average Price Target
$14.00
▲(31.95% Upside)
Technical Analysis
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Ownership Overview
2.51% Insiders
17.15% Mutual Funds
12.76% Other Institutional Investors
49.29% Public Companies and
Individual Investors