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Badger Meter, Inc. Stock Price

NYSE:BMI Community·US$3.7b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 29 Fair Values set on narratives written by author

BMI Share Price Performance

US$126.32
-66.26 (-34.41%)
US$155.11
Fair Value
US$126.32
-66.26 (-34.41%)
14.1% undervalued intrinsic discount
US$147.00
Fair Value
Price US$126.32
AnalystConsensusTarget US$147.00
AnalystLowTarget US$116.80
AnalystHighTarget US$169.00

BMI Community Narratives

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Fair Value US$155.11 18.6% undervalued intrinsic discount

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

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Fair Value US$116.8 8.2% overvalued intrinsic discount

Rising Data Privacy Costs And Supply Woes Will Hurt Margins

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1users have followed this narrative
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Fair Value US$169 25.3% undervalued intrinsic discount

Urbanization And Water Scarcity Will Fuel Digital Metering

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US$116.8
8.2% overvalued intrinsic discount
Revenue
6.59% p.a.
Profit Margin
16.31%
Future PE
23.71x
Price in 2029
US$148.16
US$169
25.3% undervalued intrinsic discount
Revenue
7.92% p.a.
Profit Margin
16.55%
Future PE
32.67x
Price in 2029
US$215.02

Trending Discussion

No trending discussion available.

Updated Narratives

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BMI: Future Upside Will Depend On Successful AMI Deployment Execution

Fair Value: US$155.11 18.6% undervalued intrinsic discount
10 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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BMI: Securities Lawsuits And Demand Uncertainty Will Weigh On Premium P/E

Fair Value: US$116.8 8.2% overvalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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BMI: Recent Pullback Will Set Up A Stronger Long Term Legal Overhang Entry

Fair Value: US$169 25.3% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Flawless balance sheet, good value and pays a dividend.

0 Risks
3 Rewards

Badger Meter, Inc. Key Details

US$881.0m

Revenue

US$517.0m

Cost of Revenue

US$363.9m

Gross Profit

US$238.2m

Other Expenses

US$125.7m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
4.34
41.31%
14.27%
0%
View Full Analysis

About BMI

Founded
1905
Employees
2477
CEO
Kenneth Bockhorst
WebsiteView website
www.badgermeter.com

Badger Meter, Inc. manufactures and markets flow measurement, quality, control, and communication solutions worldwide. The company offers Utility water smart metering solutions and software technologies and services to municipal water utility market. It also provides flow instrumentation products, including meters, valves, and other sensing instruments to measure and control fluids, including water, air, steam, and other liquids and gases to original equipment manufacturers as the primary flow measurement device within a product or system, as well as through manufacturers’ representatives. In addition, the company offers ORION Cellular endpoints to power network as a service; ORION mobile read endpoints support for deploying AMR solution; radio products; hardware, instruments, and sensors, and related software, to enhance connected data to a water utility's operation; water quality monitoring solutions, including optical sensing and electrochemical instruments; and high frequency pressure and leak detection sensors to aid in burst pipe and leak events; as well as BEACON, a secure cloud-hosted software suite that establishes alerts for specific conditions and allows consumer engagement tools that permit end water user to view and manage their water usage activity. Its flow instrumentation products are used in water/wastewater, heating, ventilating and air conditioning, and corporate sustainability markets. The company serves water utilities, commercial, and industrial industries; and provides training, project management, technical support, and other collaborative services for customers. It sells its products and software to employees, resellers, and representatives. The company was incorporated in 1905 and is based in Milwaukee, Wisconsin.

Recent BMI News & Updates

Narrative Update Jul 25

BMI: Future Upside Will Depend On Successful AMI Deployment Execution

For Badger Meter, the updated analyst price target moves to $155.11 from $147.00. Analysts cite recent Q2 results, confirmation that second half AMI deployments remain on track, and a view that the recent share pullback may have been excessive as key factors behind their refreshed assumptions.
Seeking Alpha Jul 24

Badger Meter: Project Deployments Can Restart Earnings Growth

Summary Badger Meter remains a buy as project deployments ramp, supporting both revenue growth and margin expansion opportunities. Q2 2026 saw resilient gross margin (40.8%) despite a 7% y/y sales decline, with sequential improvement in base sales and project activity. Management's FY2026 revenue guidance implies 8% H2 growth, which appears achievable given project cadence and improved order rates. Key risks for BMI include component shortages and project deployment delays, but long-term margin expansion and recurring software revenue remain compelling. Read the full article on Seeking Alpha

Recent updates

No updates