Added to YB: 2026-06-22
Pitch date: 2026-06-22
ERII [bullish]
Energy Recovery, Inc.
+2.79%
current return
Author Info
CEO Watcher tracks insider trades (and calculates the track record of every insider) to find the highest signal trades. Looking for dip buys, reversals, cluster buys, insider with a strong track record, etc. Sign up for the newsletter.
Company Info
Energy Recovery, Inc., together with its subsidiaries, designs, manufactures, and sells energy efficiency technology solutions in the United States, North, South and Latin America, the Middle East, Northern Africa, Asia, and Europe.
Market Cap
$458.8M
Pitch Price
$8.60
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.69
P/E
23.25
EV/Sales
2.79
Sector
Machinery
Category
value
Top insider trades (Mon, Jun 22) - Energy Recovery, Inc. (ERII)
ERII (added to position): Added at $9.48. Makes PX Pressure Exchanger, industry-standard energy recovery for SWRO desalination (~65% GM, 25yr life). Director dip-bought $99K, +23.5% stake, cluster buy. Water scarcity theme (AI-driven). ~11x EV/EBITDA vs 32x 5y median, 77% net cash, 9.5% buyback yield. Guidance withdrawn on Iran War (~50% rev ME); catalyst = war ends, projects resume, guidance reinstated. Risks: lumpy megaproject rev, project slips, subpar mgmt (CEO/CFO left).
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