BADGER METER INC
Conestoga Capital Advisors’ Q2 2026 investor letter cites a shift toward small caps, with the Russell 2000 Growth Index up 25.7% in Q2. The firm exited Badger Meter (NYSE:BMI) after 1Q revenue declined and management cited limited recovery visibility, describing a potential demand “air pocket.” BMI closed at $139.44 on Aug. 5, 2026.
Simply Wall St says Badger Meter (BMI) finished a $60.26 million share repurchase program and reported Q2 2026 results. It cites recent share performance and a valuation view that BMI’s fair value is $155.11 versus a $134.35 close, implying about 13% upside, based on an 8.69% discount rate and expectations for water metering demand.
Callahan Edward F. (VP-Engineering) purchased 751 shares of BADGER METER INC (BMI) at $135.25 ($0.10M total) on 2026-07-30.
Over the past 7 days, alphai's AI scored 1 news story mentioning BMI (BADGER METER INC). Coverage has skewed bearish: 0 bullish, 0 neutral, and 1 bearish.
Recent BMI coverage spans earnings, financial news and insider activity.
In the last 30 days, BMI insiders filed 1 SEC Form 4 transaction — 1 purchase ($102K) and no sales. The most active reporter was Callahan Edward F., VP-Engineering, with 1 filing.
The article frames BMI’s near-term demand outlook as weakening, with the portfolio exit tied to management’s reported revenue contraction and limited recovery visibility.
The article combines a fresh buyback completion with Q2 results, but it provides no specific earnings numbers or guidance changes, limiting incremental trading edge.
This is an insider open-market purchase, but it is not a new operational or financial catalyst for BMI.
The article frames a post-earnings selloff driven by weaker-than-hoped demand signals and muted 2026 rebound expectations.
Guidance reiteration plus margin and mix commentary frames near-term expectations for revenue phasing and gross margin resilience.
alphai scores every news story that mentions BMI with an AI model for sentiment and relevance, and aggregates insider trades from BADGER METER INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
Conestoga Capital Advisors’ Q2 2026 investor letter cites a shift toward small caps, with the Russell 2000 Growth Index up 25.7% in Q2. The firm exited Badger Meter (NYSE:BMI) after 1Q revenue declined and management cited limited recovery visibility, describing a potential demand “air pocket.” BMI closed at $139.44 on Aug. 5, 2026.
4 min readSimply Wall St says Badger Meter (BMI) finished a $60.26 million share repurchase program and reported Q2 2026 results. It cites recent share performance and a valuation view that BMI’s fair value is $155.11 versus a $134.35 close, implying about 13% upside, based on an 8.69% discount rate and expectations for water metering demand.
4 min readCallahan Edward F. (VP-Engineering) purchased 751 shares of BADGER METER INC (BMI) at $135.25 ($0.10M total) on 2026-07-30.
1 min readBadger Meter (BMI) shares fell about 18% for the week after the company reported mixed Q2 results on Wednesday. Sales declined 7% and EPS fell 13%, slightly above Wall Street’s low expectations. The stock dropped despite the beat, as guidance for 2026 called for only “flattish” sales growth in the second half.
5 min readBadger Meter reported Q2 2026 results on an earnings call, citing a 7.5% organic sales decline tied to AMI-related product revenue pacing, and 9% sequential organic growth from early shipments on major awarded projects. The company reaffirmed full-year 2026 organic revenue guidance roughly flat to 2025, with >100% free cash flow conversion of net earnings.
7 min readBadger Meter (BMI) reported Q2 2026 revenue of $222.3M, down from $238.1M a year earlier, and diluted EPS of $1.02 versus $1.17. Net income was $29.7M versus $34.6M. The company cited uneven AMI project pacing, mix shifts toward SaaS and BEACON, and longer lead times from component constraints and tariffs, plus acquisitions expanding sewer monitoring.
1 min readBadger Meter (NYSE: BMI) reported lower sales for the quarter and six months ended June 30, 2026. Net sales fell to $222.3 million (-6.6%) and $424.6 million (-7.7%). Utility water declined while flow instrumentation rose. Net earnings dropped to $29.7 million ($1.02 EPS) for the quarter and $57.1 million ($1.95 EPS) for six months. In May 2026, it bought UDlive for $94.4 million plus up to $50 million earn-out and funded buybacks and dividends.
6 min readJPMorgan Chase & Co. cut its Badger Meter (NYSE:BMI) price target to $170 from $172 and kept an “overweight” rating, implying about 37.5% upside from the prior close, according to JPMorgan. The stock traded at $123.62 after a 2.4% drop. BMI reported Q2 EPS of $1.02 and revenue of $220.3 million.
5 min readBadger Meter (BMI) reported Q2 2026 utility water sales down 8% year over year, or down 9% excluding an acquisition, though up 8% sequentially on an organic basis. Operating earnings fell 12% to margins of 17.7%. Diluted EPS was $1.02. Free cash flow was $21.9 million. The company repurchased 204,000 shares for $25.3 million and has about $90 million remaining on authorization.
9 min readBadger Meter, Inc. (BMI) reported Q2 2026 sequential sales growth as major projects ramped up, but year-over-year sales and earnings declined. Management said it reaffirmed flat organic revenue guidance for 2026, expecting growth weighted to Q4, citing cost controls, strong demand, and ongoing supply chain pressures.
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