Editor’s Note: After picking Bitcoin in 2015, Nvidia in 2016, and Tesla in 2018, tech legend Jeff Brown is predicting a little-known Seattle company will unlock the full power of Q-AI — which he says is the next generation of AI. Click here to get the name of this company or read more below.
Dear Reader,
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Which I predict will be the next generation of AI.
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And return 1,500x MORE money than Nvidia.
Look, I picked Nvidia and predicted the rise of AI in February 2016…
When almost nobody was talking about artificial intelligence.
Shares have jumped by more than 27,000% since then.
That’s enough to turn $1,000 into $277,000.
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So please click here to get the full story, including the name of this Seattle-based company.
We have so much to look forward to,
Jeff Brown
Founder & CEO, Brownstone Research
Why Institutions Keep Buying Badger Meter After the Big Drop
Authored by Thomas Hughes. Date Posted: 1/30/2026.
What You Need to Know
- Badger Meter is set up to rebound robustly by year's end as growth underpins cash flow and capital returns.
- Institutions are accumulating this stock and are likely to accelerate activity with shares near long-term lows.
- Valuation and analyst forecasts suggest a 50% increase in the stock price is possible.
Valuation concerns capped Badger Meter's (NYSE: BMI) gains in 2025, and subsequent events pushed the stock into a correction that now appears overextended and ready to rebound.
Although valuation was a concern, a roughly 40% decline has realigned the market with fundamentals. Trading near long-term lows, the stock now trades at under 20x projected 2030 earnings — a valuation that already prices in sustained earnings growth and implies the potential for about a 50% rebound over the coming quarters.
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Badger Meter's long-term outlook, reaffirmed in the Q4 2025 earnings release, calls for sustained high-single-digit revenue growth, annualized margin expansion, and robust free cash flow conversion. Management expects these trends to drive a mid-teens compound annual growth rate in earnings and cash flow, and forecasts free cash flow conversion above 100%.
Badger Meter: Free Cash Flow, Capital Returns, and Accumulating Institutions
Free cash flow conversion is a critical factor. As a profitable mid-cap, the company is increasing cash flow through revenue leverage and margin improvements, enabling reliable capital returns.
Capital returns aren't market-beating but are steady and expected to grow: dividends are roughly 30% of the 2026 earnings forecast, the balance sheet is strong, and share buybacks help manage the share count.
Buybacks have been sufficient to offset share-based compensation and reduce the diluted share count — one reason long-term investors may want exposure.
Institutional activity highlights the value present in this profitable, dividend-paying growth story.
Institutions own about 90% of the shares. They bought on balance every quarter in 2025, ramped up purchases at year-end, and continued the bullish trend in early 2026. The takeaway is that institutions are accumulating the stock, providing a solid support base and underpinning an outlook for price gains in upcoming quarters.
The Q4 release didn't spark retail buying but didn't weaken the capital return outlook — if anything, it strengthened it. Given the trend, institutions may accelerate purchases.
Badger Meter Falls After Mixed Results
Badger Meter posted a solid quarter: revenue rose 7.6% to more than $220 million but missed consensus, leaving investors underwhelmed. Strengths were seen with utility customers and adoption of smart-water technologies, trends expected to support growth in the year ahead.
Operating margin widened almost 50 basis points, producing strong bottom-line results despite top-line softness. GAAP earnings rose 10% versus 7.6% revenue growth, beating consensus by nearly 200 basis points and enabling balance-sheet improvement alongside increased R&D, CapEx, and capital returns.
Badger Meter's balance sheet shows no red flags and offers reasons to own the stock. Cash and current assets dipped slightly, offset by higher total assets and lower liabilities, resulting in roughly a 17.5% increase in shareholder equity and persistently low leverage. The company funds R&D and acquisitions from cash flow and cash on hand, carries no debt, and has total liabilities of about 0.35x equity.
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