TSE:BDGI

Badger Infrastructure (BDGI.TO)

85.31
+0.85 (1.01%)
as of Sep 8, 2026, 8:00:01 pm Market Open.
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Investor Insights
star iconSep 8, 2026, 12:00 am

This summary was created by AI, based on 6 opinions in the last 12 months.

Badger Infrastructure (BDGI-T) is positioned favorably within the booming North American infrastructure market, with potential for sustained revenue and profitability growth as an estimated $4 trillion in projects are anticipated in the next 18 months. The company has reported impressive organic revenue growth of 23% in its latest quarter, alongside a 14% increase in revenue per truck. As demand surges, BDGI is experiencing genuine pricing power and expanding margins, with analysts highlighting a favorable future outlook through at least 2027. While some experts express confidence in the company's foundational strength and potential for continued expansion, there is also an acknowledgment of the recent speculative rise in share price. Analysts appear to agree that BDGI offers strong long-term potential backed by solid fundamentals, solidifying its position as a notable player in the infrastructure sector.

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Consensus
Buy
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Valuation
Fair Value
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FLR
BUY
Has grown dramatically. Has about 212 units. Very profitable business. Unique technologies.
BUY ON WEAKNESS
Essentially it digs into the ground to access pipeline for expansion. There will be a lot more of this work both in Canada and the US, so it should continue to grow. Taking a hard look at this one. If it pulls back a little more, they may take a position.
TOP PICK
Good price. Made about $1.20 a share in earnings and should grow to $1.50 in '05. High quality, good growth, good yield.
HOLD
Liked for long term. Hold.
BUY
Has a 65% payout which allows them enough money to expand their business and provide growth.
BUY
Has done a remarkable turn around. Has put up very good earnings and they are only paying out about half their cash flow in order to re-invest in their operations.
DON'T BUY
Not followed on the street. Chart looks pretty good. Tax flow has been volatile.
PAST TOP PICK
(Past top pick Jan 15/04. Up 44%.) Thinks there is still great opportunity for this. Can afford to increase their distribution.
BUY
Expecting record earnings for this company, especially for the 2nd quarter of this year. Should do very well.
PAST TOP PICK
(A top pick Feb 12/04. Up 3%.) Feels there is still very strong growth opportunities. Ranks in the top 10% of the database.
BUY
Growing at least 20% organically. Oil and gas service sector is hot right now. This should continue for a couple of years. Feels that distributions will be raised several times.
TRADE
A smaller Play in a cyclical industry, sold doesn't fit their criteria.
BUY
Likes the oil/gas services sector for the next couple of years and prefers playing it through Trinidad, Wellco and Badger income trusts as well as Peak Energy which is becoming a trust. Very interesting as trusts as they have higher multiples.
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