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    How Investors Are Reacting To Badger Meter (BMI) Leadership Shake-Up And New CFO Appointment

    Simply Wall St·12/25/2025 12:25:12
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    • In December 2025, Badger Meter, Inc. announced a broad reshuffle of its senior leadership effective January 1, 2026, including moving long-serving CFO Robert A. Wrocklage to lead the North America Municipal Utility segment and promoting Daniel R. Weltzien to Chief Financial Officer and Treasurer.
    • The reorganization consolidates financial leadership and separates North American utility operations from SaaS, global commercial, and international utility responsibilities, signaling a clearer focus on scaling software, international growth, and M&A alongside Badger Meter’s core metering business.
    • We’ll now examine how elevating long-time insider Daniel Weltzien to CFO could influence Badger Meter’s investment narrative and long-term positioning.

    Find companies with promising cash flow potential yet trading below their fair value.

    Badger Meter Investment Narrative Recap

    To own Badger Meter, you need to believe in long term demand for smart water infrastructure and the company’s ability to expand its higher margin software and analytics offerings. The leadership reshuffle appears more evolutionary than disruptive, so it is unlikely to change the near term focus on integrating SmartCover, scaling SaaS, and managing the ongoing risk that large municipal AMI projects remain lumpy and funding dependent.

    The most relevant recent development here is Badger Meter’s continued emphasis on its BEACON SaaS platform and broader BlueEdge suite, supported by the dedicated Executive Vice President role for SaaS, global commercial, and international utilities. This organizational focus ties directly into the key catalyst of growing recurring software revenue and potential operating leverage, while also highlighting the execution risk if higher SG&A tied to software and M&A outpaces revenue growth over time.

    Yet investors should be aware that if higher SG&A tied to software and acquisitions does not convert into...

    Read the full narrative on Badger Meter (it's free!)

    Badger Meter's narrative projects $1.1 billion revenue and $182.2 million earnings by 2028. This requires 8.5% yearly revenue growth and about a $46.5 million earnings increase from $135.7 million today.

    Uncover how Badger Meter's forecasts yield a $219.50 fair value, a 20% upside to its current price.

    Exploring Other Perspectives

    BMI 1-Year Stock Price Chart
    BMI 1-Year Stock Price Chart

    Six members of the Simply Wall St Community currently value Badger Meter between US$150.61 and US$275 per share, showing a very wide spread of views. Against this, reliance on large municipal AMI projects and public infrastructure funding reminds you that even with strong technology positioning, revenue visibility can still be uneven over time.

    Explore 6 other fair value estimates on Badger Meter - why the stock might be worth 17% less than the current price!

    Build Your Own Badger Meter Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    • A great starting point for your Badger Meter research is our analysis highlighting 2 key rewards that could impact your investment decision.
    • Our free Badger Meter research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Badger Meter's overall financial health at a glance.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.