XYL Xylem Inc

$XYL Imagine downgrading a $20B+ market cap water infrastructure monopoly to a $90 price target because a couple of municipal meter installs got pushed back two months 😂 ​Big Tech is spending hundreds of billions on AI data centers, AWS is completely sold out of capacity, and liquid cooling demand is literally off the charts. Yet JPM wanted you to panic-sell Xylem at a bargain 19x P/E while Ecolab trades at 35x+? ​Over $90+ on huge volume right now, shorts getting squeezed, and the spring is just starting to uncoil. Enjoy watching from the sidelines, "analysts"! 📈💶

$XYL — Director Koch D Christian bought $986K of stock on Oct 29. • 11,000 shares at $89.60. • Bought 2.5% above the 52-week low. • Stake up 882%.

$XYL Look at AWS & Microsoft’s aggressive "Water Positive" targets by 2030. Hyperscalers aren't just buying GPUs; AI clusters consume MILLIONS of gallons of water for liquid cooling every day. Who provides the high-efficiency hydronic pumps, closed-loop liquid cooling, and AI-driven water recycling systems (Xylem Vue)? Xylem ($XYL). Amazon already teamed up with Xylem on AI smart water management, and as rack densities go through the roof with next-gen chips, hyperscalers will have no choice but to double down on Xylem's infrastructure 🙄👍

$XYL New LOD. Okay, we get it Down 12.5%. That's not enough? With net income up 34%? Fucking insane.

$XYL we are at a strong support , if it falls then I expect 89 - which is also the point where I add to the position. I didn't expect this one to fall like this tho. wtf

$XYL On the 180 day you can see how fierce the selling has been. You would think they are company headed for Chapter 11.

$XYL Anyone thinking this is going down more have no clue how valuable this company is. Barely a pinch of an issue with their earnings and people are calling for bankruptcy. Punk ass bitches

$XYL Scree shot of analysts action so far this morning. price cuts, but still well above current price. JPM is lone downgrade with $90 price target,

$XYL Does Xylem's order book, with about 80% of its $5,466M backlog due after 2026, outweigh its cut to 2026 guidance? 🏢 Water-solutions company Xylem, worth about $22.19B at $95.055 at 13:01 ET on October 27, 2026, cut 2026 adjusted EPS guidance to $5.40–$5.45 from $5.55–$5.70 in its Oct 27 Q3 release filed in an 8-K 📈 Its Q3 10-Q puts total backlog at $5,466M at September 30, up $647M or 13.4% from $4,819M a year earlier and up 18.4% since year-end, helped by a significant Water Solutions and Services contract 📅 Xylem expects about 20% of it, roughly $1.1B, to become revenue in the rest of 2026, against a roughly $2.29B fourth quarter implied by its $8.95B full-year guide less $6,662M through September 📈 The other roughly $4.4B runs past 2026 and equals about 48% of 2025's $9,035M revenue, though the 10-Q does not say how much of it lands in 2027 📅 Next: Xylem moves to three segments beginning January 1, 2027 Source: SEC 10-Q + 8-K Q3 release, Oct 27, 2026

$XYL definitely a holder for the future. Will continue to add here. If we go lower will add some more.

$XYL 🚨 OVERSOLD AT MULTI-YEAR DEMAND | INSIDE THE FLOW 🚨Post-earnings sell-off drove $XYL straight into the macro $87–$92 Institutional Buy Zone on the weekly chart. Q3 revenue miss & guidance trim hit the stock hard, but long-term water infrastructure + data center cooling demand stay intact! 📊 Options Flow Recap: • 10/27: Short-term $95 Put sweeps locked in downside momentum. • 10/28: Smart money stepped in at support buying 11/20 $90 Calls & 01/27 $95 Calls at the Ask! 🎯 KEY LEVELS TO WATCH: 🐂 Bull Trigger: Reclaim $95.00 for relief, close above $105.00 to flip macro trend back up. 🐻 Bear Trigger: Break below $87.00 destroys the support base. BIAS: Neutral-to-Bullish Tactical Bounce 📊📈#hovdid

$XYL seems like it makes sense to buy, ai is going to be consuming all the effing water in the damn ecosystem don’t see why this don’t double in 2 years

$XYL more downside to go, analyst are not done downgrading with a earnings miss and a valuation well above their competitors.

$XYL Q3 revenue was 2.2 billion dollars, down 3% reported and flat organically, adjusted EPS 1.44 dollars, up 5%. Orders went the other way, 2.3 billion dollars, up 10% organically, book-to-bill at 106%, and adjusted EBITDA margin expanded 70 basis points to 23.9%. The full year guide still came down though. Revenue is now seen at about 8.95 billion dollars, down 1% vs the prior guide of up 2%, with adjusted EPS at 5.40 to 5.45 dollars, down from 5.55 to 5.70 dollars.

$XYL Look at those fucking green candles. And this goes red. Already down alost 13%. What the fuck?

$XYL Reported today: EPS of $1.44 vs. $1.45 expected (−0.7%, missed). Revenue of $2.2B vs. $2.28B expected (−3.5%, missed). I used Stock Meadow’s earnings dashboard to review the results.

$XYL close to 52 week low but looking further ahead towards 2027 and beyond is this pullback based on the analysis of the earnings, conference call a potential buying opportunity? 'We're moving with urgency to shape Xylem around the markets where our capabilities can deliver the greatest customer value and strongest long-term growth.' - Matthew Pine, President and CEO of Xylem.

$XYL Was tracking this to fall to $100 or below. Now that's out of the way, if it continues to fall, $90-$92 should be a good watch point. What's your opinion ?

$XYL | XYLEM INC. Q3 2026 EARNINGS HIGHLIGHTS ◆ EPS: $1.44 vs. $1.45 est. ❌ ◆ Revenue: $2.20B vs. $2.28B est. ❌ ◆ Net Income: $291M (+28.2% YoY) ◆ Operating Income: $385M (+15.3% YoY) ◆ Operating Expenses: $522M (-9.6% YoY) ◆ H1+Q3 Operating Cash Flow: $729M (+4.4% YoY) Segment Performance: ◆ Water Infrastructure: $645M (-1.7% YoY) ◆ Applied Water: $489M (+7.2% YoY) ◆ Measurement & Control: $436M (+1.4% YoY) ◆ Water Solutions & Svcs: $631M (+0.0% YoY) Key Metrics: ◆ Q3 orders of $2.331B rose 7% reported and 10% organically, with book-to-bill of 1.06x. ◆ Adjusted EBITDA margin expanded 70bps to 23.9%, driven by productivity savings and price realization. ◆ GAAP EPS of $1.25 vs. adjusted EPS of $1.44; the $0.19 difference reflects purchase accounting amortization, restructuring, and IEEPA tariff refund items adjusted EPS excludes. Forward Guidance: ◆ FY 2026 revenue: ~$8.95B, down ~1% YoY reported vs. prior guidance of +2%. ◆ FY 2026 organic revenue: flat vs. prior guidance of +2% to +3%. ◆ FY 2026 adjusted EBITDA margin: ~23.2%, up ~100bps vs. 2025 adjusted results. ◆ FY 2026 adjusted EPS: $5.40-$5.45, down from prior guidance of $5.55-$5.70.

$XYL Does Xylem's cut to $5.40–$5.45 EPS guidance outweigh 10% organic order growth and its plan to sell two businesses? 🏢 Water-solutions company Xylem, worth about $25.27B at $108.24 at 16:00 ET on October 26, 2026, plans to sell its Applied Water International and Specialty Flow Control businesses ✂️ Xylem cut its full-year 2026 adjusted EPS guidance to $5.40–$5.45 from $5.55–$5.70, about 3.6% lower at the midpoint, which puts the October 26 close near 20 times the new midpoint 📉 Revenue guidance is now about $8.95B, down 1% reported against a prior guide of up 2%, which implies fourth-quarter revenue near $2.29B against $2,397M a year earlier 📈 Against that, third-quarter orders rose 10% organically to $2.3B and adjusted EPS rose 5% to $1.44 as adjusted EBITDA margin widened 70 basis points to 23.9% 📅 Next: Xylem moves to three segments, Treatment and Services, Flow Solutions and Measurement and Analytics, beginning January 1, 2027 Source: SEC 8-K + Q3 release, Oct 27, 2026