Badger Infrastructure (BDGI.TO) Buy, Sell or…

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Badger Infrastructure (BDGI.TO)

93.90

+0.20 (0.21%)

as of Jul 8, 2026, 8:00:00 pm Market Open.

210 watching

Investor Insights

Jul 8, 2026, 12:00 am

This summary was created by AI, based on 4 opinions in the last 12 months.

Badger Infrastructure (BDGI-T) is experiencing exceptional demand across North America, driven by a robust infrastructure super-cycle. Fundamental improvements have led to expanding margins, reflecting a solid earnings momentum in conjunction with elevated operating leverage. The company's strong performance is underscored by a rise in share prices, supported by a favorable outlook in utility upgrades and underground infrastructure spending. Despite a year-to-date increase of 70% and signals of good free cash flow generation, analysts suggest the stock may face some consolidation as investors take profits. With an attractive price/earnings multiple and a promising growth trajectory, BDGI is considered a strong long-term investment, provided that infrastructure spending maintains its current pace.

Consensus

Positive

Valuation

Undervalued

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Fluor,FLS

DON'T BUY

He owned it for 5 minutes last spring. They had a great business plan, making money and were well-financed. But this year blew that out of the water. Things changed so fast because of Covid. This shot up so quickly that he sold it. Russel Metals has better value now.

BUY

They have been getting away from oil and gas work and more toward infrastructure. They have hydro-vac trucks to excavate so crews can get in and work on gas lines and so on. He got stopped out in March. He would have no trouble buying them back. They are quite well run.

PAST TOP PICK

(A Top Pick Aug 01/19, Down 40%) BAD is associated with shale oil, which of course hasn't done well. But BAD has a mobile fleet that can perform other work. There are better stocks elsewhere, including gold.

DON'T BUY

Sell VET-T and buy BAD-T? Both are highly cyclical and cyclicals can turn down hard now. Problem is, their technology is not proprietary so they have no competitive advantage.

PAST TOP PICK

(A Top Pick Feb 11/19, Down 2%) They use trucks with water and a vacuum to dig. Their trucks can move beyond the oil patch and are being used for flood mitigation in the US. There should still be opportunity, but he is no longer holding it.

TOP PICK

They are not dependent on the oil patch. It has been penalized because they reduced guidance for the year based on some weather related problems. They doubled their US business in the last 2 to 3 years. 70% of their business is now in the US. It is a very well managed company. (Analysts’ price target is $43.25)

BUY

It broke $30. You can buy it now during the recent pullback.

HOLD

He has owned this a long time. It is in the hydro-vac business. They have moved into the US and diversified into utility work. There is a major short seller. What has hurt it lately is they did not meet recent earnings expectations. He thinks it is over done to the downside. He still would own it.

COMMENT

BAD-T vs. GSY-T. BAD-T performed well and then there was a big short out on it. GSY-T was a payday lender that changed into a financial services company. Interest rates are incredibly high. They are investing in technology. The problem with it is that it is an unproven business model when economic times are bad.

WATCH

He made good profits then sold when it got pricey. He got worried that its current decline would continue. Technical analysts warned about it. The fundamental business is great. A lot of 5G needs to go in, so this is a good long-term investment and he may buy it back.

PAST TOP PICK

(A Top Pick Sep 24/18, Up 51%) Short-sellers were spreading rumours about it, and he's long defended Badger. It now has the valuation it deserves. It's still reasonably priced. Well-managed with a huge organic runway of growth ahead. They're buying back a lot of shares.

HOLD

A soft quarter recently, but it will be short lived. They have diversified away from Canada in to the US and away from energy. Their hydro-vac units are used in numerous infrastructure projects.

BUY

Their recent release was light on earnings because of weather. The economics of this business are quite interesting. They get a certain amount of revenue a day from their trucks. The company thinks they have a big runway in the US. It has been a well managed company. The pull back has created an entry point.

TOP PICK

A $1.7 billion market cap. Their hydro-vac vehicles creates great free cash flow -- $58 million last year. ROE 23%. Earnings expected to grow by 22% next year. Yield 1.18% (Analysts’ price target is $54.13)

N/A

Market. BAD-T about 2.5 years ago had a huge short position. He thought that was unusual. He was convinced the shorts were wrong. One of the short sellers launched an attack that was just lies. It went down on volume. Insiders then bought a bunch and the stock more than doubled. The short-seller was wrong. If your stock is subject to one of these attacks then don't run for the doors. The regulators don't do much about this tactic. Often times what is said about these companies is untrue and you should not let them steer you. The BAD-T shares have come roaring back. This happened mid-2017. It is a pity that investors have to pay the price for this.

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Badger Infrastructure (BDGI.TO)