Added to YB: 2026-04-22
Pitch date: 2026-04-22
BMI [bullish]
Badger Meter, Inc.
+19.62%
current return
Author Info
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Company Info
Badger Meter, Inc. manufactures and markets flow measurement, quality, control, and communication solutions worldwide.
Market Cap
$4.3B
Pitch Price
$121.94
Price Target
133.00 (-9%)
Dividend
1.09%
EV/EBITDA
19.70
P/E
33.07
EV/Sales
4.53
Sector
Electronic Equipment, Instruments and Components
Category
turnaround
Top insider trades (Wed, Apr 22) - BADGER METER INC (BMI)
BMI (new position, filled $124): CEO bought $259K after -28% week/-52% from high. Q1 rev -9% YoY, missed by $29M ($202M v $231M), EPS $0.93 v $1.19—blamed on 4 large projects rolling off (new batch H2) + short-cycle lumpiness. Pipeline 2.6-3.6M connections (3-4x rolled-off); Puerto Rico 1.6M starts mid-year. GMs stable, peers cite same timing weakness. Bull: rev/EPS recovery to $916M/$4.80 = $133 (+9%), 40x P/E (vs 51x median) = +40% more. Bear: project slippage, CEO/buybacks at $150 pre-miss suggest poor forecasting, 50x P/E pricey. Sells post-Q2 if no recovery.
Read full article (3 min)