Stifel reiterates Hold rating on Badger Meter stock after 2Q25 results

Published 23/07/2025, 13:24
Stifel reiterates Hold rating on Badger Meter stock after 2Q25 results

Investing.com - Stifel maintained its Hold rating and $224.00 price target on Badger Meter (NYSE:BMI) following the company’s second-quarter 2025 results. The company, which boasts a "GREAT" financial health score according to InvestingPro, has demonstrated remarkable consistency with 32 consecutive years of dividend increases.

The water technology company reported earnings slightly below consensus estimates due to higher-than-expected expenses, according to Stifel analyst Nathan Jones.

Management provided a moderate growth outlook for the third quarter of 2025, citing timing issues with larger Advanced Metering Infrastructure (AMI) projects.

Stifel noted that modestly lower near-term growth and earnings per share estimates contributed to a sharp contraction in the stock’s multiple, with shares falling 16.5% while the S&P 500 rose 0.1%.

Investors appear to be reassessing Badger Meter’s growth prospects, as the company navigates project timing challenges in its AMI business segment.

In other recent news, Badger Meter Inc . announced its second-quarter 2025 earnings, which presented a mixed financial picture. The company reported earnings per share of $1.17, which did not meet the anticipated $1.23, resulting in a 4.88% shortfall. Despite this, revenue figures were slightly more positive, coming in at $238.1 million, slightly above the forecasted $236.95 million. These earnings results are crucial for investors as they provide insight into the company’s financial health. The earnings miss was notable enough to influence investor sentiment. There was no mention of mergers or acquisitions in the recent updates. Additionally, there were no reports of analyst upgrades or downgrades following this earnings announcement. These developments are part of the recent financial activities surrounding Badger Meter Inc.

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