Badger Meter set for sales and margin growth with AMI projects and digital services expansion

Badger Meter is rated a buy due to strong growth prospects driven by the ramp-up of nine large Advanced Metering Infrastructure (AMI) projects and increasing digitalization trends. The company expects sequential sales and margin recovery in the second half of fiscal year 2026 and into 2027. Recurring revenue from its BEACON and Beyond the Meter SaaS offerings is expanding its total addressable market and supporting margin expansion. Although currently trading at a discount due to temporary project timing softness, earnings growth is expected to resume as these projects progress.

As of Oct 15, 2026 05:11 WIB, Badger Meter Inc (BMI) trades on Pluang at USD 127.95 with a 1-day change of -2.51%. The stock’s market cap stands at $3.80 billion, and it offers a dividend yield of 1.34%. Despite the recent price dip, the typical hold time of 19 days indicates steady investor interest.