Aris Water SolutionsARIS
ARIS
About: Aris Water Solutions Inc is an environmental infrastructure and solutions company that helps customers reduce their water and carbon footprints. It has two primary revenue streams. The Produced Water Handling business gathers, transports, and, unless recycled, handles produced water generated from oil and natural gas production. The Water Solutions business develops and operates recycling facilities to treat, store and recycle produced water.
Employees: 251
0
Funds holding %
of 6,809 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
356% more call options, than puts
Call options by funds: $3.39M | Put options by funds: $742K
21% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 47
13% more capital invested
Capital invested by funds: $389M [Q2] → $438M (+$49.1M) [Q3]
2.97% more ownership
Funds ownership: 81.19% [Q2] → 84.16% (+2.97%) [Q3]
1% more funds holding
Funds holding: 147 [Q2] → 149 (+2) [Q3]
8% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 24
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$22
9%
downside
Avg. target
$26
9%
upside
High target
$30
24%
upside
5 analyst ratings
3 positive
60%
2 neutral
40%
0 negative
0%
Goldman Sachs John Mackay 77% 1-year accuracy 17 / 22 met price target | 24%upside $30 | Buy Maintained | 19 Dec 2024 |
Wells Fargo Praneeth Satish 46% 1-year accuracy 6 / 13 met price target | 8%upside $26 | Equal-Weight Maintained | 18 Dec 2024 |
Stifel Selman Akyol 70% 1-year accuracy 19 / 27 met price target | 16%upside $28 | Buy Maintained | 17 Dec 2024 |
Evercore ISI Group Samantha Hoh 40% 1-year accuracy 2 / 5 met price target | 4%upside $25 | Outperform Maintained | 6 Nov 2024 |
JP Morgan Dan Walk 0 / 0 met price target | 9%downside $22 | Neutral Downgraded | 6 Nov 2024 |
Financial journalist opinion
Positive
Seeking Alpha
3 days ago
Aris Water Solutions: Strong Margin Discipline Driving Continuous Growth
Aris Water Solutions is rated a Buy due to expected margin expansion in FY 2025 and beyond. Aris benefits from strong customer relationships, especially with key players like Chevron and ConocoPhillips, enhancing its competitive advantage in the Permian Basin. The company's focus on cost reduction and a favorable business mix, including higher-margin recycled water sales, supports sustained profitability.
Negative
Benzinga
3 weeks ago
Top 3 Industrials Stocks You May Want To Dump This Quarter
As of Nov. 26, 2024, three stocks in the industrials sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.
Positive
InvestorPlace
1 month ago
The Stocks Our Experts Are Trading Now
Why momentum trumps fear
Neutral
Seeking Alpha
1 month ago
Aris Water Solutions, Inc. (ARIS) Q3 2024 Earnings Call Transcript
Aris Water Solutions, Inc. (NYSE:ARIS ) Q3 2024 Earnings Conference Call November 5, 2024 9:00 AM ET Company Participants David Tuerff – Senior Vice President-Finance and Investor Relations Bill Zartler – Founder and Executive Chairman Amanda Brock – President and Chief Executive Officer Stephan Tompsett – Chief Financial Officer Conference Call Participants John Mackay – Goldman Sachs Jeffrey Campbell – Seaport Research Partners Wade Suki – Capital One Praneeth Satish – Wells Fargo Noah Katz – JPMorgan Charles Bryant – Citi Sean Mitchell – Daniel Energy Partners Operator Ladies and gentlemen, good morning and welcome to the Aris Water Solutions Third Quarter 2024 Earnings Conference Call. At this time all participants are in a listen-only mode.
Neutral
Zacks Investment Research
1 month ago
Aris Water Solutions (ARIS) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates
While the top- and bottom-line numbers for Aris Water Solutions (ARIS) give a sense of how the business performed in the quarter ended September 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Negative
Zacks Investment Research
1 month ago
Aris Water Solutions, Inc. (ARIS) Misses Q3 Earnings Estimates
Aris Water Solutions, Inc. (ARIS) came out with quarterly earnings of $0.22 per share, missing the Zacks Consensus Estimate of $0.27 per share. This compares to earnings of $0.17 per share a year ago.
Neutral
Business Wire
1 month ago
Aris Water Solutions, Inc. Reports Third Quarter 2024 Results and Further Increases 2024 Adjusted EBITDA Outlook
HOUSTON--(BUSINESS WIRE)--Aris Water Solutions, Inc. (NYSE: ARIS) (“Aris,” “Aris Water” or the “Company”) today announced financial and operating results for the third quarter ended September 30, 2024. THIRD QUARTER 2024 HIGHLIGHTS Increased produced water volumes 2% sequentially and 6% versus the third quarter of 2023 Increased recycled water volumes 25% sequentially and 16% versus the third quarter of 2023 Achieved net income of $16.4 million, a 34% increase versus the third quarter of 2023 G.
Neutral
Zacks Investment Research
1 month ago
Aris Water Solutions, Inc. (ARIS) Earnings Expected to Grow: Should You Buy?
Aris Water Solutions (ARIS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Neutral
Business Wire
2 months ago
Aris Water Solutions, Inc. Schedules Third Quarter 2024 Results Conference Call
HOUSTON--(BUSINESS WIRE)--Aris Water Solutions, Inc. (NYSE: ARIS) (“Aris”, “Aris Water” or the “Company”) announced today that it will host a conference call to discuss its third quarter 2024 results on Tuesday, November 5, 2024, at 8:00 a.m. Central Time (9:00 a.m. Eastern Time). Aris will issue its third quarter 2024 earnings release after market close on November 4, 2024. Participants should call (877) 407-5792 and refer to Aris Water Solutions, Inc. when dialing in. Participants are encoura.
Positive
Seeking Alpha
2 months ago
Aris Water Solutions: One Of The Few Oases In The Desert Of The Oil Industry
Aris Water Solutions has outperformed the S&P 500 and XOP, driven by strong earnings, cost-saving measures, and effective capital allocation. The firm is effectively executing its strategy, which should translate into stronger profitability and cash generation. Middle East tensions and the U.S. presidential election could impact the oil industry, benefiting ARIS's services and demand.
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