WTTR Select Water Solutions, Inc.

NEUTRAL Impact: 3/10 Insider Cluster (2 insiders)
Horizon weeks Filed May 8, 2026 Processed 28d 5h ago
Insider cluster: 2 insiders, $795K total
Latest settled — T+20d
WTTR ▲ +7.20% at T+20d
NEUTRAL call ✓ call won +7.20% · α vs SPY +7.18% · entry $16.80 → $18.01
Next anchor: T+60d in 8w
Last close $18.50 (close Jun 8) · +10.12% from $16.80 entry
Entry anchored
May 7, 03:59 PM ET
via Databento tick
T+1d
+4.88%
call +4.88% · α +4.65%
$17.62
settled 5w ago
T+5d
+10.71%
call +10.71% · α +9.25%
$18.60
settled 27d ago
T+20d
+7.20%
call +7.20% · α +7.18%
$18.01
settled 5d ago
T+60d
call — · α —
in 8w

Price Chart

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Executive Summary

Two insiders at Select Water Solutions sold a combined $795K in open-market sales within a week of the company reporting strong Q1 2026 results. The sales represent 0.03% of market cap, which is trivial and routine. The earnings release showed revenue up 6% sequentially and net income improved to $9.4M from a loss, but revenue declined 2% YoY and net income was flat YoY, making the overall picture mixed.

Key Financial Metrics

Direction
selling
Total Value
$794.6K
Insiders
2

Actionable Insight

The insider sales are routine and immaterial in size. The Q1 earnings showed sequential improvement but YoY revenue decline and flat net income. Watch for Q2 2026 results to see if the raised Water Infrastructure guidance materializes and whether consolidated revenue growth resumes YoY.

Key Facts

  • Chief Accounting Officer Brian Szymanski sold 20,000 shares at $17.04 for $341K on May 11, 2026
  • Director Robin H. Fielder sold 27,010 shares at $16.80 for $454K on May 8, 2026
  • Total insider sales of $795K represent 0.03% of WTTR's $2.4B market cap
  • Q1 2026 revenue was $366M, up 6% sequentially but down 2% YoY from $374.4M
  • Q1 2026 net income was $9.4M vs $9.6M in Q1 2025 — essentially flat YoY
  • Company raised full-year Water Infrastructure segment growth guidance to 25-30% YoY
  • Announced $28.6M of acquisitions in the Northern Delaware Basin closed in early May

Financial Impact

Insider sales of $795K are negligible relative to $2.4B market cap — no material economic impact

Risk Factors

  • YoY revenue decline of 2% in Q1 2026 despite strong sequential growth
  • Net income essentially flat YoY at $9.4M vs $9.6M
  • Increased capex guidance to $200-250M for 2026 may pressure free cash flow

Market Snapshot

Exchange
NYSE
Sector
Oil & Gas Field Services, NEC
Analyst Consensus
92% bullish (12 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-WTTR-1778635975722
6 reports for WTTR
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for WTTR — sortable, filterable
Type Now
Jun 1, 2026
8d ago
8-K
NEUTRAL ★ 2/10
$18.86 $18.98▲ +0.64%▲ +1.36%$18.50 (−1.91%)
May 22, 2026
19d ago
Insider Cluster
BEARISH ★ 5/10
$19.28 $19.35▼ −0.36%▲ +0.22%$18.50 (+4.05%)
May 14, 2026
26d ago
144
NEUTRAL ★ 2/10
$18.96 $19.56▲ +3.16%▲ +3.23%$18.50 (−2.43%)
May 8, 2026
4w ago
Insider Cluster
NEUTRAL ★ 3/10
$16.80 $17.62▲ +4.88%▲ +4.65%$18.50 (+10.12%)
Mar 24, 2026
11w ago
DEFA14A
NEUTRAL ★ 3/10
$15.09 $15.59▲ +3.33%▲ +5.10%$18.50 (+22.62%)
Feb 25, 2026
14w ago
8-K
NEUTRAL ★ 5/10
$13.71 $13.85▲ +1.00%▲ +1.54%$18.50 (+34.91%)
Showing 6 of 6

US Market Status

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