Seaport downgrades Energy Recovery stock over Middle East risks
Seaport Research Partners downgraded Energy Recovery (ERII) stock from Buy to Neutral on September 14, 2026, due to operating risks in the Middle East and weak second-quarter results. The company reported significantly lower revenue of USD 12.00 million, missing estimates by 34.64%, and a GAAP net loss of USD 3.20 million. Despite a USD 27.00 million megaproject backlog, management noted uncertainty in project timing due to various delays.
The Hidden Energy Cost of Low-Pressure Reverse Osmosis
This webinar focuses on the overlooked energy costs in low-pressure reverse osmosis (RO) systems and how Energy Recovery's PX® technology can significantly reduce them. It highlights why energy recovery, often associated with seawater desalination, is also highly beneficial for municipal and industrial water reuse and brackish water RO applications. Attendees will learn through case studies how to identify opportunities for energy savings and improve total life cycle costs without major plant redesigns.
Seaport downgrades Energy Recovery to Neutral as Energy Recovery stock faces Middle East risks
Seaport Global Securities downgraded Energy Recovery to Neutral from Buy due to Middle East risks impacting operations, project timing, and desalination visibility. The company's second-quarter revenue of USD 11.99 million missed the USD 19.97 million consensus, and its adjusted loss was USD 0.03 per share against an expected USD 0.01 loss. B. Riley Financial also cut its price target from USD 10.00 to USD 8.00, maintaining a Neutral rating.
Energy Recovery stock gains 0.57 percent as valuation resets
Energy Recovery stock (ERII) closed up 0.57% at USD 7.03 on September 21, 2026, despite a significant year-over-year revenue decline of 14.95% and a 35.32% drop in diluted EPS. The stock remains near its 52-week low, trading only USD 0.14 above it, reflecting ongoing negative revenue trends and a forward EPS that remains below zero. This indicates that the small daily gain does not signify a change in the company's challenging operating trajectory.
Energy Recovery stock falls 4.49 percent after Seaport downgrade
Energy Recovery's stock dropped 4.49 percent after Seaport Global Securities downgraded its rating from Buy to Neutral. This occurred as the company reported a 57 percent year-over-year decline in Q2 2026 revenue, attributed to project execution delays in the Middle East. Despite a GAAP net loss, operating cash flow significantly increased, though the stock remains near its 52-week low.
Energy Recovery, Inc. (NASDAQ:ERII) Given Average Recommendation of "Reduce" by Brokerages
Energy Recovery, Inc. (NASDAQ:ERII) has received an average "Reduce" recommendation from analysts, with one analyst advising a sell and three suggesting a hold. The company's shares opened at $7.03, close to its 52-week low, following recent downgrades and a price target cut by B. Riley Financial. Energy Recovery also missed quarterly earnings expectations, reporting a loss of $0.03 per share on revenue of $12.0 million, significantly below estimates.
The Hidden Energy Cost of Low-Pressure Reverse Osmosis
This webinar discusses the often-overlooked energy costs in low-pressure reverse osmosis (RO) systems and how energy recovery devices (ERDs), particularly modern PX® technology, can unlock significant energy savings. It addresses the misconception that ERDs are only viable for high-pressure seawater desalination, presenting case studies from municipal and industrial water reuse, and brackish water RO applications. The session will also provide a framework for assessing suitable RO systems for energy recovery and demonstrate Energy Recovery's Power Model Pro for quantifying potential savings.
Energy Recovery cut at Seaport, reflecting significant exposure to Middle East turmoil (ERII:NASDAQ)
Energy Recovery (ERII) stock dropped 5.4% following Seaport Global's downgrade from Buy to Neutral. The downgrade reflects the company's withdrawal of guidance for its desalination business due to significant exposure to the Middle East market, which is currently experiencing turmoil. This suggests potential headwinds for the company's future performance.
Seaport downgrades Energy Recovery stock rating on Middle East risks By Investing.com
Seaport Global Securities has downgraded Energy Recovery (NASDAQ:ERII) from Buy to Neutral due to ongoing conflicts in the Middle East significantly impacting the company's operations, leading to withdrawn desalination guidance and a 15% revenue decline. The stock has dropped 44% year-to-date, trading near its 52-week low. Despite challenges, InvestingPro analysis suggests the stock is undervalued, and the firm awaits a new CEO and clearer forward plans.
Amundi Increases Holdings in Energy Recovery, Inc. $ERII
Amundi increased its stake in Energy Recovery, Inc. (NASDAQ:ERII) by 7.0% in the second quarter, bringing its total holdings to over 4 million shares, representing 7.77% of the company. Other institutional investors also adjusted their positions, and collectively, institutional investors and hedge funds own 83.58% of the stock. Analyst sentiment remains cautious with a "Hold" consensus rating and an average price target of $13.50, after the company missed revenue and EPS estimates in its last quarterly report.
Energy Recovery (ERII) Reports Q2 Loss, Misses Revenue Estimates
Energy Recovery (ERII) reported a Q2 loss of $0.03 per share, surpassing the Zacks Consensus Estimate of a $0.04 loss, but missed revenue estimates with $12 million against an expected $25.24 million. The company's shares have dropped 32.4% year-to-date, contrasting with the S&P 500's 13% gain. Analysts currently assign ERII a Zacks Rank #3 (Hold), indicating expected market-perform future movement.
ETFs Investing in Energy Recovery, Inc. Stocks
This article lists various ETFs that include Energy Recovery, Inc. (5E2) stocks in their holdings. The ETFs are sorted by market value and provide details such as weight, issuer, management style, expense ratio, assets under management, and price performance. This information aims to help investors identify ETFs that offer diversified exposure to Energy Recovery, Inc. and related themes.
Ameriprise Financial (ERII) discloses 679,236 Energy Recovery shares in 13G/A
Ameriprise Financial, Inc. has filed a Schedule 13G/A, disclosing beneficial ownership of 679,236 shares of Energy Recovery, Inc. common stock, which represents a 1.3% stake in the company. The filing indicates shared voting power over 678,251 shares and shared dispositive power over 679,236 shares, with Ameriprise Financial as the parent entity potentially deemed to own shares held by its subsidiaries. This amendment states that Ameriprise's ownership is 5 percent or less of the class and is held for investment purposes rather than control.
Energy Recovery (ERII) Q2 2026 Earnings Call Transcript
Energy Recovery (ERII) reported a significant 57% year-over-year revenue decrease in Q2 2026, primarily due to project execution delays caused by geopolitical conflict in Iran. Despite these headwinds, the company maintains a strong long-term megaproject pipeline and is strategically investing in a new Saudi Arabia facility to improve margins and regional presence. Management also highlighted efforts to accelerate growth in the wastewater market by expanding its product portfolio and optimizing sales resources.
Selling Energy Recovery Shares at a Lower Price Than Current Market Value May Have Been a Costly Mistake for Insiders
The article discusses the implications of insider selling at Energy Recovery (ERII) when the stock price was lower than its current market value. It highlights the potential financial mistake made by insiders who sold shares before the stock appreciated significantly. The author suggests that this activity could be perceived negatively, indicating a lack of confidence, or it might reflect individual financial planning.
Q2 2026 Energy Recovery, Inc. Earnings Call Transcript
This document contains the Q2 2026 earnings call transcript for Energy Recovery, Inc. (NAS:ERII). Key positive points include a strong long-term pipeline, progress on CEO search, anticipated margin improvements from a new Saudi Arabia manufacturing facility, and successful launch of the PXQ650 product. Negative points highlight significant uncertainty in Middle East mega projects, lack of reinstated guidance, soft wastewater segment results, and limited backlog visibility due to project delays caused by geopolitical risks.
Energy Recovery (ERII) Stock Faces Profit Squeeze As Revenue Slumps 57%
Energy Recovery (ERII) reported a significant profit squeeze in Q2 2026, with revenue declining 57% to US$12 million and the company swinging to a US$3.2 million loss from a prior-year profit. This earnings reset, despite the stock's minimal price reaction, highlights investor concerns about profitability pressure. The article discusses both bullish arguments centered on project timing and long-term demand, and bearish concerns regarding earnings volatility, regional concentration, and leadership transition.
B.Riley cuts Energy Recovery stock price target on project delays
B.Riley has lowered its price target for Energy Recovery (NASDAQ:ERII) from $10.00 to $8.00, maintaining a Buy rating, due to project delays in the Middle East and a weaker-than-expected second-quarter performance. The company's revenue and adjusted EBITDA missed estimates, and its financial guidance remains withdrawn because of the Iran conflict. Despite these challenges, Energy Recovery maintains a strong gross profit margin and a healthy balance sheet, with future prospects tied to a new manufacturing facility in Saudi Arabia and broadening geographic diversification.
Energy Recovery, Inc. 2026: Revenue $12M, EPS ($0.06) — 10-Q Summary
Energy Recovery, Inc. reported a significant decline in its 2026 quarterly results, with revenue dropping to $12M from $28.05M year-over-year and a net loss of ($3.2M), resulting in a diluted EPS of ($0.06). The decline was primarily driven by a sharp reduction in megaproject shipments and a shift in channel mix towards OEMs, though desalination shipments in certain regions offered some offset. Operational adjustments included the wind-down of a CO2 business, restructuring charges, and an impairment.
Arrowstreet Capital Limited Partnership Increases Stake in Energy Recovery, Inc. $ERII
Arrowstreet Capital Limited Partnership significantly increased its holdings in Energy Recovery, Inc. ($ERII) by 47.7% in the first quarter, now owning over 514,000 shares valued at $5.18 million. Despite institutional ownership of 83.58%, analyst sentiment is mixed with a consensus "Hold" rating and a $15 price target. The company recently missed EPS expectations but exceeded revenue forecasts, and two directors also made recent stock purchases.
Earnings call transcript: Energy Recovery misses Q2 2026 estimates as shares fall
Energy Recovery Inc. reported a wider-than-expected Q2 2026 loss of $0.03 per share and revenue of $11.99 million, significantly missing analyst estimates. Shares dropped over 8% in after-hours trading due to these results, which the company attributed to geopolitical disruptions, particularly the Iran conflict, affecting project timing. Despite short-term challenges, management highlighted a $27 million backlog, new product launches, and a planned Saudi Arabia facility as key drivers for long-term growth and margin improvement.
Energy Recovery Q2 2026 earnings: Megaproject weakness drives a 57% revenue decline
Energy Recovery (Nasdaq: ERII) reported a significant 57% revenue decline in Q2 2026, totaling $12.0 million, primarily due to weakness in megaproject sales and the war in Iran. Despite an increased gross margin, the company swung to an operating loss of $5.9 million, though operating cash flow notably rose to $16.3 million. The article highlights risks such as geopolitical disruption, dependence on megaproject sales, and ongoing losses in the wastewater segment.
BRIEF-Energy Recovery Q2 EPS USD -0.06
Energy Recovery reported its Q2 Earnings Per Share (EPS) at -$0.06. This brief article from Reuters, available on TradingView, provides a concise financial update for the company.
Kopion Asset Management LLC Increases Holdings in Energy Recovery, Inc. $ERII
Kopion Asset Management LLC has increased its stake in Energy Recovery, Inc. (NASDAQ:ERII) by 26.2% in the second quarter, now owning 639,545 shares valued at $5.77 million. Despite institutional interest, the company reported a wider-than-expected loss of $0.23 per share against a consensus of $0.10, although revenue surpassed estimates at $9.71 million. Analysts maintain a consensus "Hold" rating with a $15.00 target price for ERII.
Amundi Increases Stock Position in Energy Recovery, Inc. $ERII
Amundi increased its stake in Energy Recovery, Inc. (NASDAQ:ERII) by 31.2% in the first quarter, now owning 3.74 million shares valued at $37.65 million. Despite missing earnings estimates in its latest quarterly results, the company's revenue exceeded expectations. Analyst sentiment for Energy Recovery is mixed, with a consensus "Hold" rating and a target price of $15.00.
Energy Recovery Reports its Second Quarter 2026 Financial Results
Energy Recovery, Inc. announced its financial results for the second quarter and six months ended June 30, 2026. The company reported a significant decrease in revenue, down 57% to $12.0 million compared to Q2 2025, primarily attributed to the war in Iran. Despite a higher gross margin, Energy Recovery posted a net loss of $3.2 million for the quarter, and a loss from operations of $5.9 million.
Energy Recovery, Inc. Revenue Breakdown – NASDAQ:ERII
Energy Recovery, Inc. (NASDAQ: ERII) generated $135.00 million USD in revenue last year, with its Water segment contributing the most at $134.70 million USD. This marks a decrease from the previous year's $144.31 million USD. The company also reported a significant contribution of $49.10 million USD from its "Other" segment.
ERII Financials: Revenue Breakdown, Margins & Competitor Comparison
Energy Recovery Inc (ERII) generates the majority of its revenue from Desalination, accounting for 91.8% of total sales, with other contributions from Wastewater and Emerging Technologies. The company exhibits a gross margin of 44.65% but reports negative operating and net margins of -103.33% and -126.22% respectively, alongside a Return on Equity of 10.77%. ERII, with a market capitalization of $434.53M, competes with industry leaders like SERV and NGS, with its gross margin comparing favorably to SERV's -301.64% and NGS's 41.11%.
Energy recovery SVP Clemente sells $46,112 in ERII stock
Rodney Clemente, SVP of Water at Energy Recovery, Inc., sold 5,387 shares of ERII stock for $46,112 and disposed of another 2,320 shares worth $19,534 for tax obligations. These transactions occurred while the stock was near its 52-week low and considered undervalued by InvestingPro. In other news, Energy Recovery exceeded Q1 2026 earnings expectations but faced a stock downgrade from Freedom Broker due to margin pressure, alongside securing new wastewater projects and appointing interim leadership.
Energy Recovery (ERII) CLO sells 2,048 shares; 2,828 withheld for taxes
Energy Recovery, Inc.'s Chief Legal Officer, William Yeung, reported the sale of 2,048 shares of common stock at $8.56 per share on July 28, 2026, as part of a Rule 10b5-1 trading plan. Additionally, 2,828 shares were withheld on July 27, 2026, at $8.42 per share to cover tax obligations related to vesting. Yeung also disclosed indirect ownership of 5,568 shares through his spouse.
Energy Recovery (NASDAQ: ERII) SVP trades shares under 10b5-1 plan
Rodney Clemente, SVP of Water at Energy Recovery, reported insider trading activity, selling 5,387 shares at $8.56 each on July 28, 2026, under a Rule 10b5-1 plan. Additionally, 2,320 shares were disposed of on July 27, 2026, at $8.42 per share to cover tax obligations related to vesting. Following these transactions, Clemente directly holds 108,301 common shares in Energy Recovery.
Form 4 Energy Recovery Inc For: 29 July By Investing.com
This article from Investing.com is a Form 4 filing for Energy Recovery Inc., pertaining to activity on July 29th. The content is very brief, essentially just stating the filing exists. The rest of the page contains general financial market data, news headlines, and navigational elements from the Investing.com website.
Energy recovery SVP Clemente sells $46,112 in ERII stock
Rodney Clemente, SVP of Water at Energy Recovery (NASDAQ:ERII), sold 5,387 shares for $46,112 on July 28, 2026, and an additional 2,320 shares for $19,534 on July 27, 2026, for tax obligations. These sales occurred as the stock neared its 52-week low. The company recently exceeded Q1 2026 earnings expectations, secured new projects in India, and announced leadership changes.
Energy Recovery (NASDAQ:ERII) SVP Sells $46,112.72 in Stock
Energy Recovery (NASDAQ:ERII) Senior Vice President Rodney Clemente sold 5,387 shares of the company's stock for $46,112.72, reducing his holdings by 4.74%. This transaction occurred as ERII shares traded near their 12-month low, despite the company's latest quarterly revenue exceeding estimates. Analyst sentiment on Energy Recovery is mixed, with a consensus "Hold" rating, while institutional investors hold a significant stake in the company.
Energy recovery CLO William Yeung sells $17,530 in shares
William Yeung, CLO of Energy Recovery Inc., sold 2,048 shares valued at $17,530 on July 28, 2026, as the stock traded near its 52-week low. An additional 2,828 shares were disposed of on July 27, 2026, to cover tax obligations. Despite the share sales and recent stock decline, Energy Recovery exceeded Q1 2026 earnings expectations and made several leadership and project announcements.
William Yeung Sells 2,048 Shares of Energy Recovery (NASDAQ:ERII) Stock
Energy Recovery insider William Yeung sold 2,048 shares of the company's stock for $17,530.88, reducing his holdings by 2.02%. The sale occurred amidst a 3.1% drop in ERII shares, which are trading near their 52-week low, and a reported quarterly loss of $0.23 per share. Despite revenue exceeding expectations, the company faces a mixed outlook with institutional investors holding 83.58% and analysts maintaining an average "Hold" rating with a $15 price target.
Form 4 Energy Recovery Inc For: 29 July By Investing.com
This article from Investing.com is a placeholder or an automatically generated news item indicating that a Form 4 filing for Energy Recovery Inc. was made on July 29th. It includes a basic headline and a stock ticker with its daily performance. The content primarily consists of navigation, advertisements, and trending stock information rather than details about the Form 4 itself.
Energy Recovery (ERII) Expected to Release Earnings on Wednesday
Energy Recovery (NASDAQ: ERII) is anticipated to release its Q2 2026 earnings on Wednesday, August 5th, with analysts forecasting a loss of $0.04 per share and revenue of $18.36 million. The company missed EPS expectations in its previous quarter but exceeded revenue forecasts. The stock currently holds an average "Hold" rating from analysts with a consensus price target of $15.
First Energy Recovery Plant Outside US to Open in Saudi Arabia
Energy Recovery Inc. will establish its first manufacturing facility outside the US in Saudi Arabia, aimed at local production of energy recovery devices (ERDs) starting in Q1 2027. The plant will produce 2,000 units annually, with 40% slated for export to GCC, Africa, and Asia, and is projected to contribute SAR 137 million to Saudi GDP by 2033. This initiative, a collaboration with several Saudi ministries, seeks to reduce import reliance, enhance supply chain resilience, and strengthen the Kingdom's advanced desalination technology sector.
Saudi Water Authority Announces Localization of Energy Recovery Devices Manufacturing
The Saudi Water Authority (SWA) has announced the localization of energy recovery devices (ERDs) manufacturing, with the establishment of the world's first facility outside the US to produce this specialized technology. This initiative aims to strengthen Saudi Arabia's desalination industry by reducing reliance on imports, enhancing supply chain reliability, and enabling the export of 40% of the production to neighboring markets. The project is expected to contribute SAR137 million to the GDP by 2033, create over 50 direct jobs, and achieve more than 80% local content.
Energy Recovery's Saudi plant will make PX pressure exchangers
Energy Recovery (Nasdaq: ERII) has leased a new 3,750-square-meter manufacturing facility near Dammam, Saudi Arabia, which is expected to be operational in 2027. This facility will produce its proprietary PX® Pressure Exchanger® technology, crucial for desalination, and will serve customers in Saudi Arabia and the broader Middle East and North Africa region. The move supports Saudi Arabia's Vision 2030 goals by localizing advanced water technologies and creating skilled jobs, enhancing the company's proximity to the world's largest desalination market.
Energy Recovery Inc (ERII) Dividends & Stock Splits: Historical Payouts and Event Timeline
This article provides details on the dividend and stock split history for Energy Recovery Inc (ERII). It notes that the company has distributed a total of $0.00 in dividends over the past five years, indicating no recent payouts. The article primarily serves as a placeholder for dividend information, stating "No Data" for specific dates.
Energy Recovery Inc (ERII) Income Statement
This article provides the quarterly and annual income statements for Energy Recovery Inc (ERII), offering detailed financial data such as total revenue, cost of revenue, operating expenses, and net income spanning several fiscal years. It also includes frequently asked questions about interpreting the income statement and key financial metrics relevant to ERII. The data aims to offer insights into the company's financial performance and operational efficiency.
Energy Recovery, Inc. Revenue Breakdown – LS:A0NJUL
This article provides a revenue breakdown for Energy Recovery, Inc. (A0NJUL). Last year, the company generated 114.94M EUR in total revenue, with Water being the top-performing segment contributing 114.69M EUR. The greatest contribution by source came from "Other," accounting for 41.81M EUR.
Energy Recovery, Inc. Revenue Breakdown – MUN:5E2
Energy Recovery, Inc. (MUN:5E2) generated €114.94 million in total revenue last year, with its Water segment being the top performer contributing €114.69 million. This marks a decrease from the previous year's €139.40 million. The "Other" category also made a significant contribution of €41.81 million to the company's revenue.
ERII|Energy Recovery Inc|Price:8.480|
This article provides a comprehensive stock analysis of Energy Recovery Inc (ERII) by TradingKey, highlighting its healthy fundamentals, significant growth potential, and fair valuation. While institutional ownership is high and analysts rate it as "Hold" with a target upside, the stock price is trending sideways. The analysis details ERII's strengths in energy efficiency technology and risks like institutional selling and lower market activity.
The Hidden Energy Cost of Low-Pressure Reverse Osmosis
This webinar explores the often-overlooked energy costs in low-pressure reverse osmosis (RO) systems and how modern PX® technology can recover wasted energy. It aims to demonstrate that energy recovery is economically viable for brackish water RO and water reuse, leading to significant savings and attractive payback periods through real-world case studies and a practical framework for assessment.
Form 4 Energy Recovery Inc For: 22 July By Investing.com
This article briefly reports on a Form 4 filing for Energy Recovery Inc. on July 22, 2026. Form 4s disclose changes in beneficial ownership of company stock by insiders. The article notes a slight decrease in Energy Recovery Inc.'s stock price (ERII) by 1.52%.
Energy Recovery (NASDAQ: ERII) awards director 16,797 restricted units
Energy Recovery, Inc. (NASDAQ: ERII) director John Joseph Mitchell was granted 16,797 restricted stock units with a grant price of $0.0000 per share on July 9, 2026. These units are scheduled to fully vest around June 3, 2027, at the company's 2027 Annual Meeting. Following this award, Mitchell's direct holdings in the company total 16,797 shares.
Energy Recovery, Inc. (ERII) director Mitchell John Joseph reports holdings on Form 3
Energy Recovery, Inc. director Mitchell John Joseph has filed a Form 3, an initial statement of beneficial ownership of securities. The filing indicates that Joseph is a director, but not an officer or 10% owner, and reports no non-derivative or derivative holdings, nor any buy, sell, or other insider transactions. This Form 3 merely establishes his status as an insider, with no current reported beneficial ownership.
