Hello – Nuclear power is shifting from a distant promise to an immediate growth story. U.S. energy plans call for tripling reactor capacity over the next 25 years, and major data-center operators are already reserving small modular reactors (SMRs)to secure reliable, low-cost, carbon-free power. To help investors get ahead of this accelerating trend, we’ve released an updated report: 7 Top Nuclear Stocks to Buy Now. Inside, you’ll learn about: -
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Founder & CEO, MarketBeat P.S. Regulations can slow nuclear projects, but early investors could ride this multi-decade tailwind for years. Grab the list now and decide which of these seven leaders earns a place in your portfolio.
Just For You Why Institutions Keep Buying Badger Meter After the Big DropWritten by Thomas Hughes. Article Published: 1/30/2026. 
At a Glance - 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 gains for Badger Meter (NYSE: BMI) stock in 2025; subsequent events pushed the market into a correction that now appears overextended and poised to rebound. Although valuation was a concern, a drastic 40% decline in the share price has realigned expectations, and the outlook looks positive. Trading near long-term lows, the stock now trades at under 20X projected 2030 earnings, a valuation that appears to price in sustained growth and implies the potential for a roughly 50% rebound in the coming quarters. AI is creating 1,600 new millionaires every single day. At the center of this frenzy sits Nvidia, now valued at $4.5 trillion. But most investors don't know Nvidia has three secret partners, smaller companies that play almost impossible-to-replicate roles in GPU development. Without them, Nvidia's business would be hamstrung. Because they're largely ignored, these companies trade at far more attractive valuations, giving you a way to capitalize on Nvidia's dominance without buying Nvidia itself. This is a pivotal moment for AI, but winning this trend requires playing smart, not reckless. See the full 2026 AI investment playbook and all three secret partners. 
Badger Meter's long-term guidance, 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 high-single-digit top-line growth and margin improvement to drive mid-teens compound annual growth in earnings and cash flow, and it forecasts free cash flow conversion above 100%. Badger Meter: Free Cash Flow, Capital Returns, and Accumulating Institutions The free cash flow conversion is a critical component of the investment case. As a profitable mid-cap company, Badger Meter is growing cash flow through revenue leverage and operational improvements, and it has the capacity to return capital to shareholders. Capital returns are not market-beating but are steady and expected to grow. Dividends are forecasted to be roughly 30% of 2026 earnings, the company has a strong balance sheet, and share buybacks are used to manage the share count. Buybacks appear sufficient to offset share-based compensation and to reduce the diluted share count over time, which is a compelling reason for long-term investors to consider exposure. Institutional activity underscores the value in this profitable, dividend-paying, mid-cap growth story. Institutions own roughly 90% of the stock, increased holdings every quarter in 2025, accelerated purchases at year-end, and have continued that bullish trend into early 2026. The takeaway: institutions are accumulating shares, creating a solid support base and underpinning potential price appreciation in coming quarters. The Q4 release may not have ignited retail buying, but it did not weaken the capital-return outlook and may have strengthened it. Given the trends, institutional buying could continue to accelerate. Badger Meter Falls After Mixed Results Badger Meter delivered a solid quarter with revenue up 7.6% to more than $220 million, but it missed consensus expectations, leaving investors underwhelmed. Strength was reported among utility customers and in adoption of smart-water technologies, which should support growth over the next year. The company widened operating margins by nearly 50 basis points, supporting healthy bottom-line performance despite the top-line miss. GAAP earnings rose roughly 10%—outpacing revenue growth and beating consensus by about 200 basis points—allowing the company to improve its balance sheet while stepping up R&D, CapEx, and capital returns. Badger Meter's balance sheet shows no red flags and offers reasons to consider ownership. The company recorded a slight decline in cash and current assets but increased total assets and reduced liabilities. The net result was about a 17.5% increase in shareholder equity and persistently low leverage. Management funds R&D and acquisitions from cash flow and cash on hand, the company reports no debt, and total liabilities are roughly 0.35X equity.
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