Itron Inc (ITRI) Stock Price Up 4.95% on Feb 20
Itron Inc (ITRI) stock surged 4.95% on February 20, reaching $104.06. This places the stock significantly above its 52-week low but still below its 52-week high. Wall Street analysts forecast an average target price of $139.35, indicating a potential upside of 33.91%, with an "Outperform" recommendation from brokerage firms.
BNP PARIBAS ASSET MANAGEMENT Holding S.A. Buys 102,946 Shares of Itron, Inc. $ITRI
BNP PARIBAS ASSET MANAGEMENT Holding S.A. significantly increased its stake in Itron, Inc. (NASDAQ:ITRI) by 229.1% in Q3, now holding 147,875 shares valued at $18.42 million. This comes as Itron reported strong Q4 earnings, beating expectations and showing margin expansion and accelerated recurring revenue, with positive Q1 and FY 2026 guidance. Analyst sentiment is generally positive, with a consensus "Moderate Buy" rating, despite some mixed views and recent insider selling activity.
Itron (NASDAQ:ITRI) Upgraded to Strong-Buy at Robert W. Baird
Itron (NASDAQ:ITRI) received an upgrade from "hold" to "strong-buy" by Robert W. Baird, though the consensus analyst rating remains "Moderate Buy" with a target price of $137.90. Despite beating Q4 earnings estimates, the company's Q1 and FY2026 guidance disappointed investors. The stock's current trading price is around $99.58, and institutional investors hold approximately 96% of its shares.
Itron Inc Earnings Call: Profits Rise, Growth Pauses
Itron Inc.'s latest earnings call revealed strong Q4 financial performance with record profitability and expanding recurring revenue, alongside a fortified balance sheet. However, the company anticipates a transition phase in 2026, foreseeing softer top-line growth and EPS dilution due to recent acquisitions. Despite these short-term challenges, Itron is strategically shifting towards a more resilient, software- and services-heavy model for higher-quality growth in the long run.
Itron Shares Jump 8% on Q4 Earnings Beat, Revenues Fall Y/Y
Itron Inc. (ITRI) reported non-GAAP EPS of $2.46 for Q4 2025, beating estimates by 12.3%, despite revenues declining 7% year-over-year to $572 million. The company's shares jumped 7.9% following the earnings beat, driven by higher non-GAAP operating income and tax benefits. Itron also strengthened its utility-resiliency strategy with the acquisitions of Urbint and Locusview, forming a new Resiliency Solutions segment expected to contribute significantly to future revenues.
Itron Shares Jump 8% on Q4 Earnings Beat, Revenues Fall Y/Y
Itron Inc. reported better-than-expected earnings for Q4 2025 at $2.46 per share, surpassing the Zacks Consensus Estimate by 12.3%, despite a 7% year-over-year revenue decline to $572 million. The company's shares jumped 7.9% following the announcement, driven by higher non-GAAP operating income and a tax benefit. Itron also completed acquisitions of Urbint and Locusview, forming a new Resiliency Solutions segment that is expected to contribute $65-$70 million in revenues in 2026.
Oppenheimer raises Itron stock price target on strong results and margin progress
Itron Inc. (NASDAQ:ITRI) received an increased price target from Oppenheimer, moving to $133 from $125, while maintaining an Outperform rating due to strong fourth-quarter 2025 results and optimistic fiscal 2026 guidance. The company exceeded revenue and earnings expectations and achieved its 2027 margin and free cash flow targets two years early, driven by product mix, M&A integration, and an asset-light growth model. Despite a slight year-over-year revenue decline, increased annual recurring revenue and new acquisitions support a positive outlook, although some analysts have revised earnings expectations downward for the upcoming period.
Itron, Inc. (NASDAQ:ITRI) Q4 2025 Earnings Call Transcript
Itron, Inc. (NASDAQ:ITRI) reported strong Q4 2025 earnings, beating expectations with an EPS of $2.21, and achieving record gross margin, non-GAAP EPS, EBITDA, and free cash flow. The company highlighted significant growth in its "Outcomes" segment and annual recurring revenue (ARR), driven by increasing demand for grid edge intelligence. Itron also introduced a new "Resiliency Solutions" segment following the acquisitions of Urbint and LocusView, expanding its offerings across the full asset lifecycle for utilities.
Oppenheimer raises Itron stock price target on strong results and margin progress
Oppenheimer has increased its price target for Itron Inc. (NASDAQ:ITRI) to $133 from $125, maintaining an Outperform rating due to strong fourth-quarter 2025 results and better-than-expected 2026 guidance. The company achieved its 2027 margin and free cash flow conversion targets two years early, with analysts anticipating sustained margin expansion and debt reduction. Despite a slight year-over-year revenue decline, increased annual recurring revenue and new acquisitions bolster future revenue visibility.
Itron shares rise after Q4 profit surge, strong cash flow, and 2026 outlook
Itron shares rose 8.0% following stronger-than-expected Q4 and full-year 2025 results, characterized by sharply higher profitability and cash generation despite lower revenue. Investors also reacted positively to the company's 2026 guidance, which included revenue forecasts of $2.35–$2.45 billion and non-GAAP EPS of $5.75–$6.25, alongside commentary on expanding software and recurring revenue from recent acquisitions. Despite the positive share movement, insider trading data shows 19 sales and no purchases of ITRI stock by insiders in the last six months.
Itron Announces Fourth Quarter and Full Year 2025 Financial Results
Itron, Inc. announced strong financial results for Q4 and full year 2025, exceeding expectations due to growth in its Grid Edge Intelligence platform. The company reported increased GAAP net income, diluted EPS, and adjusted EBITDA, driven by strong Outcomes segment revenue and strategic acquisitions like Urbint and Locusview. Itron also provided an optimistic financial outlook for Q1 and full year 2026.
Itron, Inc. Reports Q4 2025 Revenue Decline with Margin Expansion
Itron, Inc. (NASDAQ: ITRI) reported a Q4 2025 revenue decline of 7% year-over-year, totaling $572 million, with full-year 2025 revenue also down 3% to $2400 million. Despite the revenue dip, the company achieved improved profitability and margin expansion due to operational execution and cost discipline. Itron expects Q1 2026 revenue between $565 million and $575 million and projects full-year 2026 revenue to be between $2.35 billion and $2.45 billion.
ITRON, INC. SEC 10-K Report
Itron, Inc. has released its 2025 Form 10-K report, detailing its financial performance with $2,367.2 million in revenues and a net income of $301.1 million, despite a 3% revenue decrease. The report highlights strategic acquisitions in its Resiliency Solutions segment and outlines challenges such as lengthy sales cycles, supply chain risks, and competitive pressures. Itron plans to continue innovation, leverage acquisitions, and manage capital effectively to address future growth and market dynamics.
Itron: Q4 Earnings Snapshot
Itron Inc. (ITRI) reported strong fourth-quarter earnings, surpassing Wall Street expectations with $101.6 million in profit, or $2.46 per share adjusted, on revenue of $571.7 million. For the full year, the company posted $301.1 million in profit and $2.37 billion in revenue. Itron also provided optimistic guidance for the upcoming quarter and the full fiscal year.
Itron Announces Fourth Quarter and Full Year 2025 Financial Results
Itron, Inc. reported its financial results for the fourth quarter and full year ending December 31, 2025. While revenue saw a slight decline, the company achieved significant improvements in profitability, with increased GAAP and non-GAAP EPS, Adjusted EBITDA, and free cash flow. Key drivers included the adoption of its Grid Edge Intelligence platform and strategic acquisitions aimed at enhancing AI software solutions and recurring revenue.
Earnings Flash (ITRI) Itron, Inc. Reports Q4 Revenue $571.7M, vs. FactSet Est of $561.5M
Itron, Inc. (ITRI) reported its Q4 revenue at $571.7 million, surpassing the FactSet estimate of $561.5 million. The company also announced expectations for its 2026 revenue to be in the range of $2.35 billion to $2.45 billion and Q1 revenue between $565.0 million and $575.0 million. Additionally, Itron expects Q1 adjusted EPS to be $1.20 to $1.30 and 2026 non-GAAP EPS between $5.75 and $6.25.
ITRON ($ITRI) Releases Q4 2025 Earnings
ITRON ($ITRI) announced its Q4 2025 earnings, reporting $2.46 per share, which surpassed estimates, though revenue of $571,660,000 slightly missed expectations. The article also details significant insider selling activity, mostly by executives, and varied institutional investor movements with several large firms decreasing their positions. Additionally, it highlights government contracts awarded to ITRON and recent analyst ratings and price targets for the stock.
Guggenheim downgrades Itron (ITRI)
Guggenheim has downgraded Itron (ITRI). The article itself doesn't contain further details.
Itron: Q4 Earnings Snapshot
Itron Inc. (ITRI) reported strong fourth-quarter earnings, surpassing Wall Street expectations with $101.6 million in profit and $2.46 per share (adjusted). The energy and water meter company also exceeded revenue forecasts, posting $571.7 million, and provided optimistic guidance for the upcoming quarter and full year.
Itron: Q4 Earnings Snapshot
Itron Inc. (ITRI) reported strong fourth-quarter earnings of $101.6 million, or $2.21 per share, significantly exceeding Wall Street expectations with adjusted earnings of $2.46 per share. The energy and water meter company also surpassed revenue forecasts, posting $571.7 million for the quarter. The company provided optimistic guidance for the upcoming fiscal periods, projecting solid earnings and revenue growth.
Slower-Than-Anticipated Regulatory Approvals Hurt Itron (ITRI) in Q4
Aristotle Capital Boston, LLC's Small Cap Equity Fund reported that Itron, Inc. (ITRI) was a major performance detractor in Q4 2025 due to slower-than-anticipated regulatory approvals. Despite this, the fund maintains its position in ITRI, believing the challenges will be short-lived and that the company is well-positioned to benefit from power grid modernization. Itron's stock saw a negative one-month return and a decline over the past twelve months, though hedge fund interest in the company increased.
Itron Earnings: What To Look For From ITRI
Itron (NASDAQ:ITRI), a resource management provider, is set to report earnings this Tuesday morning. Analysts expect a revenue decline of 8.3% year-on-year to $562 million and adjusted earnings of $2.19 per share. The company previously beat revenue expectations by 0.6% and exceeded adjusted operating income estimates in the last quarter, yet its stock is down 6.2% over the last month compared to a positive trend in the inspection instruments segment.
How Itron (ITRI) Will Use AI To Reduce Wildfire Risks
Itron, Inc. (NASDAQ: ITRI) is collaborating with Toumetis on a project in Southern California to use AI for enhanced power reliability and wildfire risk reduction. This initiative, part of the EPIC program with San Diego Gas & Electric (SDG&E), integrates Toumetis' predictive analytics with Itron's smart grid data. The system aims to quickly restore power during outages, prevent future outages by identifying electrical conditions that could lead to fires, and improve operational awareness in high wildfire-risk areas.
J.P. Morgan Reaffirms Their Buy Rating on Itron (ITRI)
J.P. Morgan maintained a Buy rating on Itron (ITRI) with a price target of $133.00, while Roth MKM also issued a Buy rating. However, Guggenheim downgraded Itron to a Hold on the same day. Despite negative insider sentiment due to increased selling activity, Itron reported quarterly revenue of $581.63 million and a net profit of $65.61 million for the quarter ending September 30.
How Itron (ITRI) Will Use AI To Reduce Wildfire Risks
Itron, Inc. (NASDAQ: ITRI) has partnered with Toumetis for a project in Southern California to leverage AI and predictive analytics to enhance power reliability and reduce wildfire risks. This initiative, under the EPIC program with San Diego Gas & Electric (SDG&E), integrates data from smart grid devices with Toumetis's Cascadence platform to quickly restore power, prevent outages, and identify wildfire risks early. The objective is to use advanced AI models to provide operational awareness and support wildfire prevention by detecting precursor conditions.
Urbint Extends Utility Workforce Automation With Callout as Integration Into Itron Deepens
Urbint, a provider of AI-driven risk intelligence for utilities, has expanded its workforce automation capabilities and deepened its integration with Itron Inc.'s Resiliency Solutions unit. The company is promoting Urbint Callout, a tool designed to automate crew mobilization for various utility operations, including off-hours outages and routine maintenance. This move solidifies Urbint's position within Itron's grid resiliency and workforce-management portfolio, aiming to enhance recurring software revenue and customer relationships.
Public Sector Pension Investment Board Has $22.21 Million Stock Position in Itron, Inc. $ITRI
Public Sector Pension Investment Board recently increased its stake in Itron, Inc. by 14.8%, now holding 178,296 shares valued at $22.21 million. Other institutional investors like Impax Asset Management and Norges Bank have also significantly increased or initiated positions, resulting in institutional ownership of 96.19%. Despite insider selling and some analyst downgrades to "Hold," Itron is actively engaging in partnerships to reduce wildfire risk and enhance grid resiliency, which analysts believe could drive long-term growth.
Itron Inc stock hits 52-week low at $90.00 By Investing.com
Itron Inc (ITRI) stock has hit a new 52-week low of $90.00, marking a significant decline from its high of $142 and a 25.49% drop in the past six months. Despite the recent weakness and a downgrade from Guggenheim, InvestingPro analysis suggests the company is undervalued with strong financial health and free cash flow. Upcoming earnings on February 17th and strategic partnerships in grid enhancement and smart water systems are key factors for investors to consider.
Itron (ITRI) Valuation Check After New Grid Modernization And Wildfire Mitigation Projects
Itron (ITRI) is currently in focus due to new grid edge and wildfire mitigation projects, alongside showcasing AI and resiliency offerings at DTECH 2026. Despite a 5.65% year-to-date return, Itsron is considered undervalued at $99.81 against a fair value of $136.56, largely driven by increasing uptake of its higher-margin software and analytics offerings. Investors should, however, be mindful of potential delays in large utility projects and slower software growth.
Insider Selling: Itron (NASDAQ:ITRI) SVP Sells 142 Shares of Stock
Itron (NASDAQ:ITRI) SVP Laurie Ann Pulatie-Hahn recently sold 142 shares of the company's stock for approximately $14,946.92, reducing her ownership by 0.65%. The stock traded down 2.7% following the transaction, with analysts holding a "Hold" consensus rating and institutions owning 96.19% of the shares.
Itron (ITRI) Earnings Expected to Grow: Should You Buy?
Itron (ITRI) is expected to report a year-over-year increase in earnings on lower revenues for the quarter ended December 2025. The company's Most Accurate Estimate is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +0.20%, suggesting potential for a positive surprise. However, with a Zacks Rank of #4, it's difficult to conclusively predict an earnings beat, despite a history of beating EPS estimates in the last four quarters.
How Itron’s New AI Grid Edge Alliances Could Reshape Risk Management for Itron (ITRI) Investors
Itron, Inc. has expanded its collaborations with key partners like Pacific Gas and Electric Company, San Diego Gas & Electric, Microsoft, and Snowflake to advance AI-enabled Grid Edge Intelligence and Resiliency Solutions. These initiatives aim to improve wildfire mitigation, reduce outages, and enhance grid electrification, underpinning Itron's long-term investment narrative centered on utilities adopting granular grid data and AI. The alliances are expected to reduce concerns about Itron being left behind in AI but also highlight a dependency on a concentrated set of large North American utility and cloud partners.
Thrivent Financial for Lutherans Acquires 34,027 Shares of Itron, Inc. $ITRI
Thrivent Financial for Lutherans significantly increased its stake in Itron, Inc. (NASDAQ:ITRI) by purchasing 34,027 additional shares, bringing its total holdings to 77,488 shares valued at approximately $9.65 million. While institutional investors have a strong presence, company insiders have been net sellers in the past 90 days. Analysts currently rate Itron as a "Moderate Buy" with a consensus price target of $136.10, despite recent stock performance and some downgrades.
Assessing Itron (ITRI) Valuation After New AI Grid Edge Deals And Wildfire Mitigation Push
The article analyzes Itron (ITRI) after its recent AI-focused grid edge deals, including wildfire mitigation and expanded deployments. Despite a mixed short-term share price performance, the stock exhibits stronger long-term momentum and is estimated to be undervalued by 47% with a fair value of $140.40, driven by utility IoT cash flows and a shift towards higher-margin software and analytics offerings. However, potential challenges include slower utility capital expenditure decisions.
Assessing Itron (ITRI) Valuation After New AI Grid Edge Deals And Wildfire Mitigation Push
Itron (ITRI) has recently secured new AI-focused grid edge deals, including wildfire mitigation efforts and expanded deployments, following a mixed share price performance. Despite a 7.03% year-to-date return, the stock has seen a 3.75% decline over the past year. Simply Wall St's analysis suggests Itron is undervalued by 28%, with a fair value of $140.40 against its current trading price of $101.11, driven by anticipated growth in IoT and software offerings for utilities.
Itron, Inc. $ITRI Shares Sold by Peregrine Asset Advisers Inc.
Peregrine Asset Advisers Inc. reduced its stake in Itron, Inc. (NASDAQ:ITRI) by 32.8% in the third quarter, now holding 52,377 shares valued at $6.52 million. Despite this, Itron remains its 14th-largest position, while other institutional investors significantly increased their holdings. Company insiders sold shares totaling $286,731, and analysts have a "Moderate Buy" consensus rating with an average target price of $136.10.
United States Advanced Metering Infrastructure Market to Reach US$ 54.1 Billion by 2031 | CAGR 12.4% | North America leads with 38% share | Top Companies - Itron, Landis+Gyr, Sensus (Xylem)
The United States Advanced Metering Infrastructure (AMI) market is projected to reach US$ 54.1 billion by 2031, growing at a CAGR of 12.4%. This growth is driven by the need for efficient energy management, grid modernization, and regulatory support for smart meters. Key players like Itron, Landis+Gyr, and Sensus are leading the market with innovative solutions for electricity, gas, and water utilities.
Itron and Toumetis Team Up with Southern California Utility
Itron and Toumetis have partnered with Southern California utility San Diego Gas & Electric (SDG&E) to reduce wildfire risk and improve grid reliability. The project uses advanced predictive analytics and machine learning to prevent outages and shorten restoration times. This collaboration integrates Itron’s high-resolution data with Toumetis’ Cascadence™ platform to provide a unified operational view, making the electrical grid safer and more reliable, especially in high-fire-threat areas.
PG&E and Itron Expand Collaboration to Enhance Customer Experience and Improve Grid Management with Distributed Intelligence
PG&E and Itron are expanding their collaboration to improve customer experience, reduce wildfire risk, and create a more reliable and flexible grid. The partnership will utilize Itron's Grid Edge Intelligence solutions to make home electrification more affordable, lower operations and maintenance costs, and enhance the detection and prediction of grid conditions. This initiative aims to simplify EV charging, support other home appliances, and provide real-time grid awareness for faster issue detection and wildfire mitigation.
PG&E and Itron Expand Collaboration to Enhance Customer Experience and Improve Grid Management with Distributed Intelligence
PG&E and Itron are expanding their collaboration to integrate Itron's Grid Edge Intelligence solutions, aiming to enhance customer experience, reduce wildfire risk, and create a more reliable and flexible energy grid. The initiative will make home EV charging and electrification easier and more affordable by using distributed intelligence to adjust charging speeds and coordinate energy use. This partnership will also improve grid management through real-time awareness, wildfire mitigation, and better load management, with PG&E planning to install up to 1,000 new Itron devices through 2026 and eventually scale to hundreds of thousands.
PG&E and Itron expand partnership to enhance grid safety and EV adoption
PG&E and Itron are expanding their partnership to boost grid reliability, reduce wildfire risks, and simplify home electric vehicle charging. The collaboration will integrate Itron’s Grid Edge Intelligence solutions with compatible EV chargers to automatically adjust charging speeds and enhance grid safety by detecting unusual electrical activity. PG&E plans to install up to 1,000 new Itron devices through 2026, with intentions to scale further.
Itron, Inc. (ITRI): A Bull Case Theory
This article summarizes a bullish thesis on Itron, Inc. (ITRI), highlighting its transformation from a utility metering hardware vendor to a software- and services-led grid-edge platform. The company is evolving its business model towards recurring revenue streams from software, analytics, and managed services which is expected to support resilient earnings and a higher valuation. Despite potential short-term noise, the market is believed to be underestimating this strategic shift, presenting a compelling investment opportunity.
New Itron-PG&E tech aims to cut EV home upgrade costs, wildfire risk
PG&E and Itron are expanding their collaboration to deploy grid-edge intelligence solutions aimed at making home electrification and EV charging more affordable by potentially avoiding costly electrical panel upgrades. The technology also seeks to enhance real-time grid awareness, reduce wildfire risks by detecting equipment issues early, and speed up outage responses. PG&E plans to install up to 1,000 Itron devices by 2026, with intentions to significantly scale deployment thereafter, partially funded by California's EPIC program.
PG&E and Itron Expand Collaboration to Enhance Customer Experience and Improve Grid Management with Distributed Intelligence
Pacific Gas and Electric Company (PG&E) and Itron are expanding their collaboration to deploy Itron's Grid Edge Intelligence solutions. This initiative aims to simplify and reduce the cost of home electrification, improve grid management, and mitigate wildfire risks. The technology will enable easier EV charger installation and a more resilient, adaptive grid by allowing real-time decisions at the grid edge.
AI grid project targets California wildfires and faster power restoration
Itron and Toumetis have launched a pilot project with San Diego Gas & Electric (SDG&E) to leverage AI and machine learning for wildfire risk reduction and improved electric grid reliability in Southern California. The project aims to prevent outages by detecting precursor conditions and shorten restoration times by accelerating fault location and triage, particularly in high fire threat areas. This initiative integrates high-resolution sensor data with Toumetis' Cascadence platform across more than 800 distribution circuits.
PG&E gains on grid technology expansion with Itron to lower utility rates
PG&E (PCG) is expanding its grid technology in collaboration with Itron to help reduce utility rates for customers. This move is expected to benefit the company by improving efficiency and potentially leading to cost savings. The article is very brief, indicating a positive development for PG&E.
Itron (ITRI) Collaborates on Wildfire Mitigation Project in Southern California
Itron (ITRI) has partnered with Toumetis to implement a wildfire prevention and electricity reliability project in Southern California, specifically with San Diego Gas & Electric. This collaboration uses real-time analytics and data from Itron's smart infrastructure and Toumetis's predictive platform to reduce power outages. Despite a strong financial profile and positive analyst sentiment, Itron faces risks from market volatility and sector-specific challenges.
PG&E and Itron Expand Collaboration to Enhance Customer
PG&E and Itron are expanding their collaboration to integrate and deploy Itron’s Grid Edge Intelligence solutions. This initiative aims to improve customer experience by making home electrification, including EV charging, easier and more affordable, while also enhancing grid management to reduce wildfire risk, speed outage response, and lower operations and maintenance costs. The partnership will focus on utilizing real-time data and grid-edge technology for a more resilient and adaptive energy landscape in California.
PG&E and Itron Expand Collaboration to Enhance Customer
PG&E and Itron are expanding their collaboration to improve customer experience and grid management through distributed intelligence solutions. This partnership aims to make home electrification, particularly for EV charging, more affordable and easier by avoiding costly electrical upgrades. Additionally, the collaboration seeks to enhance grid safety and efficiency, reduce wildfire risks, and speed up outage responses by providing real-time grid awareness.
PG&E and Itron Collaborate to Enhance Grid Resilience and Customer Electrification Solutions
PG&E and Itron are expanding their collaboration to improve California's energy grid, focusing on grid resilience, reducing wildfire risks, and making home electrification easier and more affordable for customers. The partnership involves integrating Itron's Grid Edge Intelligence solutions, with plans to deploy up to 1,000 new devices by 2026. This initiative aims to streamline Level 2 EV charger installations by mitigating costly electrical upgrades, provide real-time insights for grid operations, and optimize infrastructure to keep customer rates down.
