ERII NASDAQ Week ended 31 Jul 2026

Weekly Investor Report

Energy Recovery Inc · Industrials · Pollution & Treatment Controls

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Latest close 8.65 USD
2.7% latest week
Weekly setup

Weak trend

The weekly trend is not active. Price is -19.3% below the Trend Line and sits at 7.8% of its 52-week range. The latest completed week returned 2.7%, after a -2.1% four-week move. The latest factor snapshot indicates quality ranks strongly versus its universe; growth ranks weakly; valuation is neither clearly cheap nor expensive. Options positioning is bullish with 35/100 conviction, while the latest news-sentiment score is 57/100. Near-term considerations: earnings are due in 4d.

Setup score 23 out of 100
Latest Close 8.65 USD 31 Jul 2026
1W Return 2.7% latest completed week
4W Return -2.1% short-term follow-through
12W Return -5.3% quarterly tape
Trend Breadth 21.2% 11 of 52 weeks active
Volume Ratio 1.0x vs 13-week average
What is working
  • No strong opportunity cluster is confirmed yet; monitor trend and activity pressure.
What could go wrong
  • The trend backdrop is inactive, so price action has not confirmed a constructive regime.
  • Price is below the Trend Line, which keeps downside pressure in focus.
  • Price is below Fair Value, so the market is still discounting the latest tape.
  • Activity pressure is negative, which weakens the current setup.
What to watch next
  • Trend Line remains the key weekly regime level.
  • Activity pressure is the gauge to monitor for confirmation or fade.
  • A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through 2.7% Latest completed week; four-week move -2.1%. Indicator stack 12/17 Trend and activity pressure are weighted against the latest 12-week confirmation window. Trend backdrop Active The trend backdrop defines the current weekly regime. Patient Capital Quiet Activity-pressure buy-signal status for institutional accumulation timing. Options pressure Bullish 35/100 conviction; expected move 21.4%. News sentiment 57/100 55 relevant articles in the latest sentiment read. Event risk 4d Next report is scheduled for 05 Aug 2026; event risk rises as the date approaches.
01 · Price action

Where price is—and whether the trend supports it

The weekly trend is not active. Price is -19.3% below the Trend Line and sits at 7.8% of its 52-week range. The latest completed week returned 2.7%, after a -2.1% four-week move.

Study the full chart

52-week price path

Price vs Trend Line and Fair Value
Price Trend Line Fair Value
02 · Volume and demand

Is real participation confirming the move?

Latest weekly volume is 1.0x the 13-week average. Participation is around or above normal and provides reasonable confirmation.

26-week volume confirmation

Bar height shows volume; colour shows the weekly price direction
6 Feb 13 Feb 20 Feb 27 Feb 6 Mar 13 Mar 20 Mar 27 Mar 3 Apr 10 Apr 17 Apr 24 Apr 1 May 8 May 15 May 22 May 29 May 5 Jun 12 Jun 19 Jun 26 Jun 3 Jul 10 Jul 17 Jul 24 Jul 31 Jul
Up week Down week
Demand beneath price

Activity pressure and institutional-style signals

These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.

Activity pressure path

Latest 0.0312-week average 0.03

12-week confirmation

Trend active0/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure1/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership0/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.03Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers0No reversal markers

No recent accumulation markers. No reversal markers.

03 · Momentum and leadership

Is performance persistent—and is the stock leading?

Performance is -2.1% over four weeks, -5.3% over 12 weeks, and -32.4% over one year. The current trend has remained active for 0 consecutive weeks.

Performance by holding period

1W2.7%
4W-2.1%
12W-5.3%
26W-40.7%
52W-32.4%
Active trend streak0 weeks
Active weeks in one year11
Trend breadth21.2%

Activity pressure vs relative leadership

Activity pressureRelative leadership
Pressure-0.17Latest activity-pressure read.
Pressure change-371.0%Four-week change in activity pressure.
Leadership-37.41Latest relative-leadership reading.
RS change8.5%Four-week change in relative leadership.
04 · Fundamentals and valuation

What investors are paying for—and the quality behind it

The latest factor snapshot indicates quality ranks strongly versus its universe; growth ranks weakly; valuation is neither clearly cheap nor expensive.

Open full factor analysis
Factor week 26 Jul 2026 Financial statements through 31 Mar 2026 Field coverage 97% Model confidence 93%

Relative factor standing

Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.

Overall factor strength33/100Blend of value, momentum, and quality. Underlying universe rank 68; rank 1 is best.
Value36/100Relative valuation strength. Underlying universe rank 65; rank 1 is best.
Quality87/100Profitability and accounting quality. Underlying universe rank 14; rank 1 is best.
Momentum9/100Medium-term price momentum. Underlying universe rank 92; rank 1 is best.
Growth5/100Revenue and earnings growth. Underlying universe rank 96; rank 1 is best.
How to read this

Quality and valuation are separate questions

A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.

Value-quality framework54/100Value and quality alignment from the Sharemaestro SVQF framework.

Valuation

How much investors are paying for earnings, sales, and cash flow.

P/E
21.1x
Price divided by trailing earnings.
Price / sales
3.2x
Market value relative to trailing revenue.
EV / EBITDA
10.7x
Enterprise value relative to operating cash earnings.
Free-cash-flow yield
7.9%
Free cash flow as a share of enterprise value.

Business quality

Margins and the return generated on invested capital.

Gross margin
64.3%
Gross profit retained from each unit of revenue.
Operating margin
18.4%
Operating profit retained from revenue.
Free-cash-flow margin
22.8%
Free cash flow generated from revenue.
Return on invested capital
14.4%
Operating return generated on invested capital.

Growth and financial strength

Recent business growth and accounting strength.

Revenue growth
-3.3%
Latest one-year revenue growth.
EPS growth
-3.9%
Latest one-year earnings-per-share growth.
Free-cash-flow growth
22.5%
Latest one-year free-cash-flow growth.
Piotroski F-score
6/9
Nine-point accounting-strength checklist.

Shareholder return and balance sheet

Cash returned to owners and financial leverage.

Dividend yield
-
Cash dividends relative to market value.
Buyback yield
9.2%
Net share repurchases relative to market value.
Shareholder yield
9.2%
Dividend yield plus net buyback yield.
Net debt / EBITDA
-1.1x
Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment

What other market participants are doing

Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.

Options positioningBullish

ERII shows bullish options pressure with a 35/100 conviction score, put-call volume ratio of 0.21, expected move of 21.4%, and Sharemaestro trend signal inactive.

Conviction35/100
Expected move21.4%
Put/call volume0.21
Pressure57
Speculation2
Volatility95
Trend agreement4
Open options detail
Insider activity9 / 2

9 acquisitions and 2 disposals in the latest 180-day insider tape.

Acquisitions / disposals over the latest 180 days. Insider activity is context, not a stand-alone signal.
News sentiment57/100

Weighted news tone is neutral across 55 relevant articles.

29 positive · 17 neutral · 9 negative
Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal
06 · Catalysts and risk

What can move the shares—and how volatile the path has been

Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.

Next earnings4dNext report is scheduled for 05 Aug 2026; event risk rises as the date approaches.
Options expected move21.4%Nearest-chain priced movement where available.
52-week drawdown-52.8%Distance below the 52-week high.
13-week volatility7.1%Standard deviation of weekly returns.

Weekly gains and losses

Latest 26 completed weeks

Each bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.

Weeks higher13 of 2613 weeks finished lower.
Best week+13.1%Week of 19 Jun.
Worst week-35.8%Week of 27 Feb.
Latest week+2.7%Week of 31 Jul.

Shape of recent returns

Strong gains7
Modest gains6
Flat weeks0
Modest losses5
Sharp losses8
Recent vol7.1%13-week weekly-return volatility.
Base vol7.7%52-week weekly-return volatility.
Up/down split27/24Count of positive and negative weeks in the 52-week window.
Average skew4.6% / -6.0%Average positive week versus average negative week.
07 · Sector and peer context

Is this stock leading—or simply moving with its group?

Sector and industry breadth distinguish company-specific strength from a broad group move.

08 · Evidence and weekly data

The underlying research record

Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.

Weekly tape19/100

Trend, activity pressure, participation, and risk combine to a 19/100 tape read.

 Indicator analysis11/100

Latest 12-week confirmation: trend 0/12, activity pressure 1/12, relative leadership 0/12.

Activity pressure 0.03; No reversal markers Factors42/100

O'Shaughnessy factor stack blends value, quality, momentum, and confidence.

Buyback Yield rank 6; Small Cap Core rank 41 SVQF54/100

Value and quality alignment from the Sharemaestro SVQF framework.

Composite rank 333.0 of 726 Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal Options40/100

ERII shows bullish options pressure with a 35/100 conviction score, put-call volume ratio of 0.21, expected move of 21.4%, and Sharemaestro trend signal inactive.

Bullish · Call-side pressure · Expected move 21.4% Sentiment57/100

Weighted news tone is neutral across 55 relevant articles.

Energy Recovery, Inc. Revenue Breakdown – NASDAQ:ERII Insiders9 / 2

9 acquisitions and 2 disposals in the latest 180-day insider tape.

 Earnings4d

Next report is scheduled for 05 Aug 2026; event risk rises as the date approaches.
WeekCloseReturnTrend LineFair ValuePressureLeadershipVolumeTrend
31 Jul 20268.65 USD2.7%10.72 USD14.98 USD-0.17-37.415.3MOff
24 Jul 20268.42 USD-2.3%10.89 USD15.10 USD-0.21-39.362.8MOff
17 Jul 20268.62 USD-1.3%11.07 USD15.24 USD-0.12-39.613.5MOff
10 Jul 20268.73 USD-1.2%11.26 USD15.38 USD0.10-42.023.3MOff
3 Jul 20268.84 USD0.2%11.45 USD15.51 USD-0.04-40.883.1MOff
26 Jun 20268.82 USD-6.4%11.64 USD15.63 USD-0.20-41.125.2MOff
19 Jun 20269.42 USD13.1%11.83 USD15.75 USD-0.59-40.529.6MOff
12 Jun 20268.33 USD4.0%11.97 USD15.86 USD-0.97-46.483.4MOff
5 Jun 20268.01 USD-2.0%12.18 USD15.99 USD-0.94-47.914.1MOff
29 May 20268.17 USD-7.7%12.38 USD16.11 USD-0.85-49.822.7MOff
22 May 20268.85 USD5.2%12.68 USD16.22 USD-0.58-44.714.7MOff
15 May 20268.41 USD-7.9%12.98 USD16.32 USD-0.41-47.3812.5MOff
8 May 20269.13 USD-17.3%13.26 USD16.43 USD-0.41-43.717.1MOff
1 May 202611.04 USD-2.1%13.47 USD16.52 USD-0.48-28.824.3MOff
How to use this report

This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.