B+
Bull case
25%
Probability
Target price
$165.00
Analysis reference price unavailable
Analysis 2026-07-27 · RankAlpha Sentiment Codex
BMI
Badger MeterCNYSE / Technology Hardware & Equipment
Last Price
Quote time unavailable
Current thesis
The bull case rests on execution of the second-half AMI deployment ramp, sequential recovery in utility-water sales, cost controls, and longer-term UDlive/BlueEdge growth. Management reaffirmed the long-term high-single-digit growth framework.
Posture
Mixed
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta +7.3.
What can break
AMI project timing and municipal order rates may remain uneven.
Momentum
38
Value
56
Sentiment
65
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $154.38 · Bull $165.00 · Bear $109.00Analysis 2026-07-27; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-08-17 • Vendor: Data Vendor v1
Scores
As of 2026-09-08 • Model: HYBRID_IC_RP
AI Memo
As of 2026-07-27 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-09-08
Investment thesis
As of 2026-09-08
Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-09-08. Definitions
Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Neutral
Target $157.29
Why
Momentum38 · Δ7d -0.8
Value56 · Δ7d +0.0
Sentiment65 · Δ7d +7.3
So what
Balanced signals (Net Neutral). Wait for confirmation before sizing up.
Confirming evidence
- • Sentiment remains the lead driver in the composite, 7D delta +7.3.
Contradictions & invalidation
- • AMI project timing and municipal order rates may remain uneven.
- • Full-year 2026 organic revenue is expected to be roughly flat, not high-single-digit growth. [#SEC-8K-2026-07-22]
- • The bear case is that project timing and short-cycle order weakness persist, leaving 2026 organic revenue flat while operating margins remain below the prior-year level.
Catalyst clock
2026-07-31
Post-Q2 earnings de-rating and estimate reset
Lead driver: Sentiment · See AI snapshot
Momentum
38
9% active weight
Current posture
7d trendSoftening
Δ7d
-0.8
Δ21d
+20.3
Value
56
28% active weight
Current posture
7d trendFlat
Δ7d
+0.0
Δ21d
-2.7
Sentiment
65
62% active weight
Current posture
7d trendImproving
Δ7d
+7.3
Δ21d
-2.1
Why this grade
Composite grade C. Momentum 38.3 / Value 56.3 / Sentiment 65.2
Scenario snapshot
Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-07-27. Scenario method
Most likely
B
Base case
50%
Probability
Target price
$154.38
Analysis reference price unavailable
Analysis 2026-07-27 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$109.00
Analysis reference price unavailable
Analysis 2026-07-27 · RankAlpha Sentiment Codex
Fundamentals (TTM)As of 2026-08-17
Fundamentals (TTM)
As of 2026-08-17
Market Cap
$3.73B
Beta
0.90
Shares Out
28.99M
P/E (TTM)
37.7
P/S (TTM)
5.79
P/FCF (TTM)
41.90
Rev YoY
-6.6%
EPS YoY
-12.8%
Gross Margin
+41.3%
Op Margin
+18.6%
Net Debt
-$213.33M
Current Ratio
2.42
As of 2026-09-08 • Updated nightlySource: Internal modelMethods & Data