DashboardPortfoliosWatchlistCommunityDiscoverScreener
  • Community
  • /
  • United States
  • /
  • Tech
Published
28 Aug 24
Updated
25 Jul 26
Views
410
Not Invested
Badger MeterBMI
BMI logo
Fair Value
US$155.11
Share price25 Jul
US$132.2714.7% undervalued intrinsic discount
Loading
1Y-26.90%
7D-3.00%

BMI: Consistent Margin Expansion And Cash Flow Will Drive Long-Term Gains

AN
AnalystConsensusTarget
AnalystConsensusTarget

Analyst Consensus Target compiles analysts opinions to create narratives on stocks using the Analysts Consensus Price Target, forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published
28 Aug 24
Updated
25 Jul 26
Views
410
Not Invested
Fair ValueUS$155.11
Share priceUS$132.27
14.7% undervalued intrinsic discount
Narrative
Updates21

Shared on 25 Jul 26

Fair value Increased 5.52%

BMI: Future Upside Will Depend On Successful AMI Deployment Execution

Badger Meter’s next move hinges on whether it can deliver large utility meter rollouts on schedule, even as some analysts turn more cautious about how much upside is left. A new wave of shareholder lawsuits and softer recent sales add pressure, making execution in the months ahead a key swing factor.
Read more
11 viewsusers have viewed this narrative update

Shared on 13 Jun 26

BMI: Guidance Execution And Legal Resolution Will Drive Future Upside

Badger Meter faces growing scrutiny after a weak quarter and a new investor lawsuit, raising questions about whether recent demand holds up. The upside case now hinges on management delivering on its outlook and clearing the legal overhang without further surprises.
Read more
5 viewsusers have viewed this narrative update

Shared on 30 May 26

Fair value Decreased 17%

BMI: Rebased Fair Value And Guidance Execution Will Drive Future Upside

Analysts pull back their expectations for Badger Meter, lowering what they think the business is worth as they bake in slower growth, slimmer profit improvements, and a higher bar for returns. With some firms still optimistic and others turning cautious, the next moves hinge on whether management can hit its own targets and prove the plan is on track.
Read more
4 viewsusers have viewed this narrative update

Shared on 18 Mar 26

Fair value Decreased 0.39%

BMI: Premium P/E And Expanded Buyback Authorization Will Drive Future Upside

Analysts have trimmed the Badger Meter fair value estimate slightly to $178.0 from $178.7, reflecting lower Street price targets and expectations for more moderate revenue growth, partly offset by a small lift to projected profit margins and a reduced assumed future P/E multiple. Analyst Commentary Recent Street research has tilted more cautious on Badger Meter, with several firms trimming price targets and at least one initiating with an Underweight rating.
Read more
29 viewsusers have viewed this narrative update

Shared on 03 Feb 26

Fair value Decreased 16%

BMI: Premium P/E And Share Repurchases Will Drive Future Upside

Analysts have trimmed their price targets on Badger Meter, and our updated fair value estimate moves from US$211.60 to US$178.70. They are factoring in slower expected revenue growth, a lower future P/E assumption, and a more cautious stance on the company's premium valuation and market setup.
Read more
12 viewsusers have viewed this narrative update

Shared on 20 Jan 26

Fair value Decreased 3.38%

BMI: Premium P/E And Cash Returns Will Support Future Upside

Narrative Update We are trimming our Badger Meter fair value estimate to $211.60 from $219 as analysts cite a rich P/E multiple, a fresh Underweight initiation with a US$157 target, and a reduced US$229 target that reflects solid recent execution but a less favorable risk/reward setup. Analyst Commentary Recent research paints a mixed picture for Badger Meter, with some analysts highlighting strong execution and others focusing on valuation and growth constraints.
Read more
6 viewsusers have viewed this narrative update

Shared on 05 Jan 26

Fair value Decreased 0.23%

BMI: Free Cash Flow Strength And Buybacks Will Support Future Upside

Analysts have slightly adjusted their view on Badger Meter, trimming the blended fair value estimate by about $0.50 to roughly $219 per share. The change reflects updated price targets and recent research highlighting solid Q3 execution, strong free cash flow conversion, and a higher gross margin target range of 39% to 42%.
Read more
14 viewsusers have viewed this narrative update

Shared on 04 Dec 25

BMI: Free Cash Flow And Buybacks Are Expected To Drive Stronger Returns

Our Badger Meter price target is unchanged at $219.50 per share, as analysts balance slightly higher risk assumptions with continued confidence in the company’s solid Q3 execution, raised gross margin framework, sustained organic growth, and supportive rating and target revisions across the Street. Analyst Commentary Street research remains broadly constructive on Badger Meter, with recent notes highlighting both incremental upside drivers and valuation-driven caution following the post-earnings move.
Read more
18 viewsusers have viewed this narrative update

Shared on 20 Nov 25

BMI: Free Cash Flow Strength Is Expected To Drive Future Shareholder Returns

Analysts have slightly adjusted Badger Meter's price target down to $229 from $264, citing solid quarterly results, ongoing organic growth, and positive cash flow. However, there are some concerns over elevated short-interest and market positioning.
Read more
10 viewsusers have viewed this narrative update

Shared on 01 Nov 25

Fair value Decreased 5.62%
Analysts have lowered their average price target for Badger Meter from $232.57 to $219.50. They cite recent earnings, modest topline performance, margin improvements, and ongoing market dynamics as key factors behind the adjustment.
Read more
4 viewsusers have viewed this narrative update

Shared on 18 Oct 25

Fair value Decreased 2.05%
Analysts have slightly reduced their fair value estimate for Badger Meter to approximately $232.57, down from $237.43. They cite higher discount rate assumptions and near-term expectations for flat earnings, despite ongoing optimism for long-term growth and industry tailwinds.
Read more
6 viewsusers have viewed this narrative update

Shared on 27 Aug 25

Fair value Decreased 1.21%
Badger Meter’s analyst price target was revised downward to $218.86 due to expectation of flat near-term earnings from rising operating expenses offsetting revenue gains, despite long-term sales optimism, reflecting a reduced fair value. Analyst Commentary Bullish analysts anticipate a reacceleration of Badger Meter's sales beginning in FY26.
Read more
4 viewsusers have viewed this narrative update

Shared on 07 May 25

Fair value Increased 10%
Read more
1 viewusers have viewed this narrative update

Shared on 30 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Read more
4 viewsusers have viewed this narrative update

Shared on 23 Apr 25

Fair value Decreased 3.47%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Read more
2 viewsusers have viewed this narrative update

Shared on 17 Apr 25

Fair value Decreased 1.25%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Read more
1 viewusers have viewed this narrative update

Shared on 09 Apr 25

Fair value Decreased 0.57%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Read more
1 viewusers have viewed this narrative update

Shared on 02 Apr 25

Fair value Increased 4.85%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Read more
0 viewsusers have viewed this narrative update

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Read more
5 viewsusers have viewed this narrative update

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Read more
2 viewsusers have viewed this narrative update

Shared on 10 Mar 25

Fair value Decreased 7.79%
AnalystConsensusTarget has increased revenue growth from 8.3% to 10.5%.
Read more
0 viewsusers have viewed this narrative update

Fair Value vs Share Price

US$155.11
vs US$132.2714.7% undervalued intrinsic discount
PastFuture01b2015201820212024202620272029Revenue US$1.1bEarnings US$176.1m
8%
Revenue growth
15.9%
Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Badger Meter

  • Fair value estimate changes
  • Narrative and analyst updates
  • Key company announcements

Company analysis

Flawless balance sheet average dividend payer.

Market capUS$3.9b
PB5.6x
Estimated Growth7.5%
Dividend Yield1.2%
Full analysis

CEO & management

Kenneth Bockhorst
CEO
2.2yrs
CEO Tenure

Manufactures and markets flow measurement, quality, control, and communication solutions worldwide.

Make Better Investing Decisions Anywhere

Scan to download
Open AppStoreOpen Google Play
Chrome Web Store
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
View Data Sources
Markets
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
Investing Ideas
  • Undervalued Companies
  • Dividend Powerhouses
  • Insider Buying
  • Nuclear Energy
  • Autonomous Vehicles
  • Artificial Intelligence
  • Crypto and Blockchain
  • Cybersecurity
  • More ideas
Stock Communities
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
Features & Tools
  • Portfolio Tracker
  • Stock Screener & Alerts
  • Narratives & Fair Values
  • Dividend Calculator
News & Discovery
  • Latest Stock News
  • Global Market Insights
  • The Foxhole
  • Investing Ideas
  • Community Narratives
  • What's New
Simply Wall St
  • Plans & Pricing
  • Advertising
  • About Us
  • Contact Us
  • Careers
  • Help Center
  • Learn Stock Investing
  • Affiliate Program
  • Business & Enterprise
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • Terms and Conditions
  • Privacy Policy
  • AI Terms
  • Financial Services Guide