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HTOH2O AmericaSell4.9·$62.42+2.77%
SellModerate Confidence
Investment thesis

H2O America is priced at essentially its near-term ceiling with only approximately 1.3% of headroom and a risk/reward of roughly 0.3-to-1 against you, free cash flow is deeply negative despite positive net income, earnings estimates are trending downward, and both 15% short interest and an elevated put/call ratio signal meaningful bearish conviction — the setup does not present an attractive entry.

Thesis pillars

  • Deeply Negative Free Cash FlowStable
  • Unfavorable Risk Reward At CeilingStable
  • High Short Interest Bearish PositioningStable
  • +1 more pillar — see the Why tab for full reasoning

Full reasoning →

Open full analysis

H2O America (HTO) Stock Analysis

Catalyst-Driven edge

SellVALUE-TRAP 1/5Moderate Confidence

Utilities · Utilities - Regulated Water

Sell if holding. Analyst target reached at $62.42 — A.R:R is negative (-1.1) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Near 52-week high (0.4% away).

H2O America (formerly SJW Group, renamed May 2025) is a regulated water utility holding company providing water service through subsidiaries in California (SJWC, San Jose metro), Connecticut (CWC), Maine (MWC), and Texas (TWC). Revenue is generated from tariffed water sales at... Read more

$62.42-1.6% A.UpsideScore 4.9/10#7 of 9 Utilities - Regulated Water
QualityF-score7 / 9FCF yield-10.01%
IncomeYield2.82%(5y avg 2.55%)Payout58.22%sustainable
Stop $59.72Target $61.42(resistance)A.R:R -1.1:1
Analyst target$63.71+2.1%7 analysts
$61.42our TP
$62.42price
$63.71mean
$60
$67

Sell if holding. Analyst target reached at $62.42 — A.R:R is negative (-1.1) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Near 52-week high (0.4% away). Chart setup: No clear chart pattern; technical signals are mixed. Score 4.9/10, moderate confidence.

Passes 7/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 21d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-07-06
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Mon, Jul 27, 202621d to earnings· next earnings call

Thesis

Rewards
Strong earnings beat streak (3/4)
Risks
Analyst target reached - limited upside remaining
Near 52-week high (0.4% away)
Leverage penalty (D/E 1.0): -0.5

Key Metrics

P/E (TTM)21.4
P/E (Fwd)22.7
Mkt Cap$2.6B
EV/EBITDA13.8
Profit Mgn12.9%
ROE6.5%
Rev Growth9.4%
Beta0.34
Dividend2.82%
Rating analysts11

Quality Signals

Piotroski F7/9MoatNarrow

Options Flow

P/C0.25bullish
IV54%elevated

Concentration Risks(10-K Item 1A)

  • MEDIUMregulatoryCPUC
    10-K Item 1: 'SJWC's rates, service and other matters affecting its business are subject to regulation by the California Public Utilities Commission (the "CPUC")'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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Methodology · Editorial policy & full disclaimer

Rating Breakdown

2 floor-breakers

Growth below the gate floor. Component breakdown shows what dragged the score down.static

Earnings Growth
2.0
Revenue Growth
4.8

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

Bollinger
0.0
Support Resistance
0.4
52w Position
9.9
GatesA.R:R -1.1=NEGATIVEMomentum 5.5>=5.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 21d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Aggressive
RSI
86 · Overbought
20D MA 50D MA 200D MAGOLDEN CROSSSupport $56.00Resistance $62.67

Price Targets

$60
$61
A.Upside-1.6%
A.R:R-1.1:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (-11.2% upside)
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-07-27 (21d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is HTO stock a buy right now?

Sell if holding. Analyst target reached at $62.42 — A.R:R is negative (-1.1) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Near 52-week high (0.4% away). Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $59.72. Score 4.9/10, moderate confidence.

What is the HTO stock price target?

Take-profit target: $61.42 (-1.6% upside). Prior stop was $59.72. Stop-loss: $59.72.

What are the risks of investing in HTO?

Analyst target reached - limited upside remaining; Near 52-week high (0.4% away); Leverage penalty (D/E 1.0): -0.5.

Is HTO overvalued or undervalued?

H2O America trades at a P/E of 21.4 (forward 22.7). TrendMatrix value score: 4.9/10. Verdict: Sell.

What do analysts say about HTO?

11 analysts cover HTO with a consensus score of 4.1/5. Average price target: $64.

What does H2O America do?H2O America (formerly SJW Group, renamed May 2025) is a regulated water utility holding company providing water service...

H2O America (formerly SJW Group, renamed May 2025) is a regulated water utility holding company providing water service through subsidiaries in California (SJWC, San Jose metro), Connecticut (CWC), Maine (MWC), and Texas (TWC). Revenue is generated from tariffed water sales at rates authorized by the CPUC, PURA, MPUC, and PUCT, with California's authorized rate base of $1.3 billion the largest of four regulated subsidiaries.

Related stocks: SBS (Companhia de saneamento Basico ) · YORW (The York Water Company) · AWR (American States Water Company) · CWCO (Consolidated Water Co. Ltd.) · MSEX (Middlesex Water Company)
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