Stock Ratings / Technology / ERII / insiders

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Energy Recovery Inc. (ERII) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

$7.12 +2.45% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $7.17

Energy Recovery Inc. (ERII) earns a Roarable Rating of B (Buy) with 72/100 RQD Confidence. High-quality cash engine (65% profit margin, 12% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.

📊 Historical Track Record: Scores of 72/100 (B) historically ranked in the Top 13% of excess returns over the next 90 days (+7.0% avg 90D alpha vs SPY • 68.7% hit rate) →

ROARABLE B • BUY Cap $363.4M

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $7.17 (+0.68%)🧬 Cannibal Buyback (-2.08% YoY Shares)⚙️ Cash Engine: 13/20 (C) • 12.9% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 72/100 (B) historically ranked in the Top 13% of excess returns over the next 90 days (+7.0% avg 90D alpha vs SPY • 68.7% hit rate).

Audit Bucket Track Record →

RQD QUANT TACHOMETERBUY • B

2-of-3 JEV AI Jury Bullish

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw C+ · Rk B+

Each axis scored 0–20

12M PRICE TARGET CONE+6.3% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for ERII)Realized 20D OHLCV Swing Band: ±6.3%

Deterministic 5-Pillar Attribution (72/100 Composite)

🔍 WHY ERII SCORES 72/100 (B) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: SEC 10-K Forensic Risk+16/20 pts (22% of score)

Altman Z-Score 11.16 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 5/9

▲ #2 Bullish Driver: Macro Regime Fit+15/20 pts (21% of score)

FRED Regime × Technicals: 5% of 52W Range • RSI-14 at 52.6 (NEUTRAL RANGE)

▼ #1 Drag / Risk Factor: Whale & Options Positioning13/20 pts (-7 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-7 pts vs max)

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade C+$6.84-2.8% Next Q

Q2 (-2Q)

Grade B-$6.65+0.5% Next Q

Q3 (-1Q)

Grade B-$6.68+6.6% Next Q

Current

Grade B$7.12+7% Hist 90D α

Trajectory: C+ (64) → B (72)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the ERII Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 72/100 (B) score, ERII faces multiple-compression risk if 15.8x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Broader market pullbacks can still drag down strong stocks in the short run.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.08% YoY Shares) — any gross margin slip below 62.6% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($7.10) or 200D SMA ($9.60) invalidates the momentum regime and cuts Target Base ($7.57) toward Bear Floor ($5.84).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $ERII• $4.8M Crowd Pool • Kalshi / Polymarket Composite

Contract: “ERII Beats Next Quarterly Revenue & EPS Consensus + Hyperscaler AI CapEx Holds Record Pace”

YES 72%NO 28%Trade / Inspect Odds →

SEC FORM 4 × 13F HEDGE FUNDS × CONGRESSIONAL STOCK ACT

ERII Smart-Money Thermometer: HEAVY INSIDER & 13F ACCUMULATION

Explore All 13F & Congress Whales →

▲ Disclosed Buys: 0 ($0)▼ Disclosed Sales: 0 ($0)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (ERII)

No recent open-market Form 4 cluster sales or emergency dumps flagged on ERII. Visit the Global 13F & Congressional Whale Ledger for cross-market smart-money filings.

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk

Scheduled RQD Strong Buys & Whale Accumulation Briefing (ERII Tape Review)

✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
✓Forensic Red-Light accounting & dilution traps to review on your watchlist
✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?

Join Founding VIP Waitlist (No Card Required) →$100K Arena

ERII // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -35.68%▼ DESCENDING CHANNEL

2026-10-30O $7.06H $7.12L $6.92C $7.12VOL 1.25M

RES: $8.25SUP: $5.90SMA50: $7.10SMA200: $9.60

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

ERII Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 ERII Butterfly Map → + Track ERII →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

8.3%/yr Implied 5Y Growth

vs. -6.9% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on ERII today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for ERII. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for ERII today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (ERII)

Technology Rank #78 of 714 ⚔️ MPTI vs ERII Full Matrix →

1. Head-to-Head Technology Peer Comparison (ERII vs. MPTI, NANO, ASYS, VELO)

Industry: Industrial Machinery/Components (208 Tracked Issuers)

Across 714 tracked Technology securities in the Roarable RQD universe, Energy Recovery Inc. (ERII) ranks #78 by composite RQD confidence (72/100, grade B) and #434 by equity capitalization ($363.4M). Within this direct 5-issuer industry benchmark cohort, ERII leads on earnings valuation at 15.8x trailing P/E, while MPTI leads on capital efficiency and profitability with 19.2% ROIC and — gross margin. ERII currently leads its immediate peer cohort in composite quantitative strength at 72/100 (B).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
ERII ACTIVE Energy Recovery Inc.	B	72/100	15.8x	65.1%	11.9%	+2.45%	$363.4M	Benchmark Subject
MPTI M-tron Industries Inc.	C+	66/100	35.5x	—	19.2%	-0.56%	$300.0M	/mpti-vs-erii →
NANO Forge Nano Holdings Inc.	D+	58/100	—	—	—	-1.42%	$535.2M	/nano-vs-erii →
ASYS Amtech Systems Inc.	D	45/100	—	34.0%	-35.0%	-0.07%	$239.5M	/asys-vs-erii →
VELO Velo3D Inc.	D-	42/100	—	-16.1%	-35.0%	+1.14%	$227.3M	/velo-vs-erii →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001421517

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Energy Recovery Inc. (ERII) reported GAAP revenue of $135.0M (-6.9% vs. FY2024 revenue of $144.9M , and +5.2% cumulative change since FY2023) , GAAP net income of $23.0M, operating cash flow of $18.8M, and free cash flow of $17.4M (-9.3% YoY). On the balance sheet, ERII closed FY2025 with $231.5M in total assets against $0 in total debt (Altman Z-Score: 11.16, Piotroski F-Score: 5/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$135.0M	$23.0M	$18.8M	$17.4M	$231.5M	—
FY2024 (FY)	2024-12-31	$144.9M	$23.1M	$20.5M	$19.2M	$242.8M	—
FY2023 (FY)	2023-12-31	$128.3M	$21.5M	$26.1M	$26.1M	—	—

3. ERII Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is ERII stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-01, Energy Recovery Inc. (NASDAQ: ERII) is rated B (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 72/100 at a spot price of $7.12 (+2.45% 1D, market cap $363.4M). Pillar breakdown: Fundamental Cash Engine 13/20, Institutional 13F & Options Flow 13/20, Executive Insider Alignment 16/20, FRED Macro Regime Fit 15/20, and SEC Balance-Sheet Forensics 15/20. Across 714 tracked Technology issuers, ERII ranks #78 in composite RQD confidence.

How does ERII compare to MPTI and NANO in the Technology sector?

Within the Technology sector (Industrial Machinery/Components), ERII carries a Roarable B (72/100 RQD), trailing P/E of 15.8x, gross margin of 65.1%, and ROIC of 11.9%. By comparison, MPTI (M-tron Industries Inc.) holds a C+ grade (66/100 RQD, P/E 35.5x, ROIC 19.2%, cap $300.0M) and NANO (Forge Nano Holdings Inc.) posts a D+ grade (58/100 RQD, P/E N/A, ROIC —, cap $535.2M). Among the 5-stock peer group, ERII leads on earnings multiple (15.8x) while MPTI leads on capital efficiency (19.2% ROIC).

What are the biggest fundamental strengths and SEC risk factors for ERII?

Per ERII's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001421517), Energy Recovery Inc. generated $135.0M in revenue (-6.9% YoY), $23.0M in net income, and $17.4M in free cash flow against $231.5M in total assets and $0 in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is ERII trading relative to its 50-day, 200-day, and 52-week technical levels?

ERII last traded at $7.12 (+2.45% on volume of 703,664 shares), positioning the stock +0.28% above its 50-day simple moving average ($7.10) and -25.83% below its 200-day simple moving average ($9.60). Across its 52-week range of $6.55 to $17.36, ERII sits at the 5.3% percentile with a 14-day RSI of 52.6 (NEUTRAL RANGE) and an implied next-earnings move of ±6.3% ($6.67 to $7.57).

ERII Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Are ERII insiders and hedge funds buying or selling?

Roarable's SEC Form 4 and 13F Whale Thermometer currently classifies ERII leadership and institutional positioning as: HEAVY INSIDER & 13F ACCUMULATION.

Direct Sub-Reports: ERII RQD Cockpit ERII 12M Forecast ERII Earnings & Move ERII Dividends & DRIP ERII Insiders & 13F ERII Whale Options ERII Profit Sankey ERII News & Why