Select Water (WTTR) | News Based Sentiment Analysis

• On September 8, 2025, Select Water Solutions reported second-quarter earnings of $0.10 per share, missing the $0.13 estimate by $0.03. However, revenue reached $364.22 million, slightly exceeding expectations of $362.93 million, suggesting underlying business strength despite the earnings shortfall.
• Following the earnings release on September 8, 2025, Select Water Solutions announced a partnership with 374Water Inc. focused on PFAS eradication using Crystal Clean, which led to a 1.85% stock increase. This collaboration aims to enable 374Water to pursue federal contracts for PFAS-contaminated wastes, potentially opening a new revenue stream for Select Water Solutions.
• Select Water Solutions engaged in asset exchange activity on September 10, 2025, acquiring environmental waste management assets in North Dakota from OMNI Environmental Solutions while divesting environmental transportation, logistics, and disposal assets to OMNI. Despite a -0.77% stock dip on September 12, 2025, the stock had gained +7.39% over the preceding five days.
• Analysts maintained a "Buy" consensus rating for Select Water Solutions as of September 16, 2025, with a target price of $15.00, representing a 66.4% upside from the $9.02 trading price. While Citigroup lowered its target from $18.00 to $14.00, Piper Sandler initiated coverage with an "overweight" rating and the $15.00 target, showcasing differing analyst perspectives.
• Institutional investors showed varied activity throughout September. Strs Ohio acquired 62,900 shares valued at approximately $660,000 during the first quarter of 2025, while Vanguard Group Inc. boosted its stake by 8.3% (488,443 additional shares) and Penn Capital Management Company LLC increased its stake by 93.2% (404,669 additional shares) during the same period.
• CoinCodex predicted on September 17, 2025, that Select Water Solutions stock (WTTR) is expected to rise to $10.41 in September, following a 20.73% increase in the past month, with a projected trading range of $9.24 to $12.13.
• Insider trading activity showed insiders bought 346.6K shares totaling $3.3 million and sold 346.6K shares for $3.5 million over the past three months (as of September 13, 2025), indicating a balanced approach to their holdings.

The Investment Story: September was a mixed month for Select Water Solutions, with an earnings miss tempered by a promising partnership and fluctuating institutional activity. The asset exchange and varied analyst opinions added complexity to the investment picture.

What It Means for Investors: The earnings miss and insider selling raise short-term concerns, but the strategic partnership with 374Water and generally positive analyst coverage suggest potential for future growth. The varied institutional activity indicates ongoing assessment of the company's prospects.

Looking Ahead: Investors should closely monitor the impact of the 374Water partnership on revenue and earnings, as well as track further developments in institutional and insider trading activity. The company's ability to capitalize on PFAS remediation opportunities will be crucial.

The Bottom Line: Select Water Solutions remains a complex investment with both risks and opportunities. While the recent earnings miss is a concern, the strategic partnership and analyst optimism provide a glimmer of hope for long-term growth. Careful monitoring of key developments is essential.