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
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+3Most 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
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-07-27
Recent news sentiment (30D)
-20.9
Negative
Company
-
Unavailable
Macro
-20.9
Negative
Pulse
-
Unavailable
Weekly research (10D)
+50.0
Positive
Sentiment proxy
+80.8
Score
AI commentary
News tone is negative after earnings: coverage reported a 10.43% premarket decline to $130.65 from $145.87, while the RankAlpha anchor was $126.32 on 2026-07-24. Earnings were broadly in line on EPS and slightly ahead on revenue, but investors focused on year-over-year declines, margin pressure, and reliance on a second-half recovery. Analyst-reaction coverage is limited but initially negative, with Stifel cutting its target while retaining Buy; broader revision availability remains incomplete. [Market-reaction coverage](https://www.investing.com/news/transcripts/earnings-call-transcript-badger-meter-posts-flat-eps-slight-revenue-beat-in-q2-2026-93CH-4806567)
RankAlpha Sentiment Codex - 2026-07-27
Open post-earnings memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-07-31catalystPost-Q2 earnings de-rating and estimate resetHigh impact
The SEC-filed Q2 release reported sales of $222.3 million, EPS of $1.02, and operating margin of 17.7%, all weaker year over year. Stifel lowered its target from $170 to $165 while retaining Buy, indicating that near-term execution remains the key debate. [#SEC-8K-2026-07-22]
2026-09-30eventAwarded AMI projects move into deploymentHigh impact
On the Q2 earnings call, management said several awarded utility-water projects began initial shipment ramps and reaffirmed improving sequential top-line results through the second half of 2026, with full-year organic revenue expected to be roughly flat. [#PR-EARNINGS-2026-07-23] [#SEC-8K-2026-07-22]
2027-12-31catalystUDlive and beyond-meter expansionHigh impact
The SEC-filed release states that the UDlive acquisition expands sewer-line monitoring capabilities, while software and BlueEdge beyond-meter offerings support longer-term water-cycle solutions. [#SEC-8K-2026-07-22]
Recommendation
N/A
No formal recommendation provided.
As of 2026-07-27 • Updated nightlySource: Internal modelMethodology