Itron, Inc.

Itron, Inc.

ITRIยทNASDAQ

$82.12

-3.1%
TechnologyHardware, Equipment & Parts

Itron, Inc., a technology and service company, provides end-to-end solutions that help manage operations in the energy, water, and smart city space worldwide. The company operates through three segments: Device Solutions, Networked Solutions, and Outcomes. The Device Solutions segment offers hardware products that are used for measurement, control, or sensing. The Networked Solutions segment provides a combination of communicating devices, such as smart meters, modules, endpoints, and sensors; network infrastructure; and associated application software for acquiring and transporting application-specific data. The Outcomes segment offers value-added, enhanced software and services for managing, organizing, analyzing, and interpreting data to enhance decision making, maximize operational profitability, drive resource efficiency, and deliver results for consumers, utilities, and smart cities. In addition, it offers implementation, project management, installation, consulting, and post-sale maintenance support services, as well as cloud and software-as-a-service; and extended or customer-specific warranties. It offers its products and services under the Itron brand. The company markets its products directly through its sales force, as well as through indirect sales force consisting of distributors, sales representatives, partners, and meter manufacturer representatives to utilities and municipalities. Itron, Inc. was incorporated in 1977 and is headquartered in Liberty Lake, Washington.

At a Glance

Live Snapshot
Market Cap$3.64B
EPS6.6200
P/E Ratio12.40
Earnings Date07/30/2026
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Itron, Inc. Street Expectations Map

ITRI ยท NASDAQ

Wall Street analysts project that ITRI stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 136.80, with estimates ranging from a low of 128.00 to a high of 155.00.

Lowest Target
128.00
55.87%
Consensus Target
136.80
66.59%
Highest Target
155.00
88.75%

The consensus 1-year price target stands at 136.80, with estimates ranging from a low of 128.00 to a high of 155.00.

Analyst Consensus Analysis

Upside Potential

+66.6%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

19.7% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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Itron, Inc. Forward Estimates of Revenue

ITRI ยท NASDAQ
Latest Revenue
2.37B
FY 2025
Avg Estimate
2.39B
FY 2026
Estimate Range
2.32B - 2.42B
Analyst Spread

Forward Growth Analysis

Projected Growth+0.9%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Itron, Inc. Forward Estimates of Net Income

ITRI ยท NASDAQ
Latest Net Income
301.06M
FY 2025
Avg Estimate
276.49M
FY 2026
Estimate Range
265.37M - 287.60M
Analyst Spread

Forward Growth Analysis

Projected Growth-8.2%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread8%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Itron, Inc. Forward Estimates of EPS

ITRI ยท NASDAQ
Latest EPS
6.62
FY 2025
Avg Estimate
$6.01
FY 2026
Estimate Range
$5.73 - $6.21
Analyst Spread

Forward Growth Analysis

Projected Growth-9.2%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread8%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Itron, Inc. Forward Estimates of EBIT

ITRI ยท NASDAQ
Latest EBIT
364.72M
FY 2025
Avg Estimate
176.80M
FY 2026
Estimate Range
171.60M - 179.03M
Analyst Spread

Forward Growth Analysis

Projected Growth-51.5%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Itron, Inc. Forward Estimates of EBITDA

ITRI ยท NASDAQ
Latest EBITDA
414.24M
FY 2025
Avg Estimate
248.13M
FY 2026
Estimate Range
240.83M - 251.26M
Analyst Spread

Forward Growth Analysis

Projected Growth-40.1%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Itron, Inc. Forward Estimates of SG&A Expense

ITRI ยท NASDAQ
Latest SG&A Expense
352.96M
FY 2025
Avg Estimate
358.59M
FY 2026
Estimate Range
348.04M - 363.11M
Analyst Spread

Forward Growth Analysis

Projected Growth+1.6%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Itron, Inc. Insider Positioning

ITRI ยท NASDAQ

During the last 12 months, insiders have sold $15.89M worth of ITRI shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

5.6K

457.62K

Net Activity

-458K

-$458K

3-6 Months

Bought

0

0.00

Sold

116.3K

11.54M

Net Activity

-11.5M

-$11.54M

6-9 Months

Bought

0

0.00

Sold

4.8K

463.28K

Net Activity

-463K

-$463K

9-12 Months

Bought

0

0.00

Sold

28.3K

3.43M

Net Activity

-3.4M

-$3.43M

Top Buyers

No buying activity

Top Sellers

1
DT

Deitrich Thomas

Director, Officer: President & Ceo

69.8K sharesโ€ข8 transactions

$7.03M

2
HJS

Hooper Joan S

Officer: Svp & Cfo

23.9K sharesโ€ข8 transactions

$2.37M

3
MJF

Marcolini John F.

Officer: Svp, Networked Solutions

21.0K sharesโ€ข9 transactions

$2.29M

4
PJK

Patrick Justin K

Officer: Svp, Device Solutions

16.4K sharesโ€ข8 transactions

$1.83M

5
RDLI

Reeves Donald L. Iii

Officer: Svp, Outcomes

10.8K sharesโ€ข12 transactions

$1.06M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $15.89M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$458K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.