Pacific Gas and Electric Partners with Itron to Enhance Energy Landscape
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5d ago
0mins
Should l Buy ITRI?
Pacific Gas and Electric Company (PCG) and Itron (ITRI) are on the next phase of their collaboration to "transform the energy landscape, enhance the customer experience, reduce wildfire risk and create a more reliable and flexible grid," the company said. "This collaboration is about innovating to improve the lives of California's families and businesses," said Mike Delaney, Vice President, Strategy & Innovation, PG&E. "By using grid-edge technology and real-time data, we can make it easier for our customers to charge an EV at home and for us detect potential problems with equipment early, allowing PG&E crews to investigate the issue and prevent outages or wildfires before they happen."
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Analyst Views on ITRI
Wall Street analysts forecast ITRI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ITRI is 137.13 USD with a low forecast of 118.00 USD and a high forecast of 150.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
9 Analyst Rating
7 Buy
2 Hold
0 Sell
Strong Buy
Current: 99.560
Low
118.00
Averages
137.13
High
150.00
Current: 99.560
Low
118.00
Averages
137.13
High
150.00
About ITRI
Itron, Inc. provides energy, water, smart city, Industrial Internet of Things (IIoT) and intelligent infrastructure services. The Company's Device Solutions segment primarily includes hardware products used for measurement, control, or sensing that can have communications capability embedded for use with its broader Itron systems, which is hardware-based products. Its Networked Solutions segment primarily includes a combination of communicating devices (smart meters, modules, endpoints, and sensors), network infrastructure, network design services, and associated head-end management and application software designed and sold as a complete solution for acquiring and transporting application-specific data. Its Outcomes segment includes its value-added, enhanced software and services, in which it enables grid edge intelligence and manage, organize, analyze, and interpret raw, anonymized data using artificial intelligence, machine learning, statistical modeling, and other analytics.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectiaās earnings and market brief reports.
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- Core Objectives: By early identification of precursor conditions and accelerating fault location, the initiative aims to reduce customer interruptions and shorten outage durations, particularly in high fire threat areas, ensuring safer electric operations.
- Future Outlook: Itron and Toumetis plan to use initial data integration and results measurement to guide potential expansions into additional circuits and operating scenarios, further enhancing the reliability and responsiveness of the electric system.
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- Technology Integration: The project combines Itron's high-resolution data with Toumetis' Cascadenceā¢ predictive analytics platform, integrating data from over 800 electric distribution circuits to create a unified operational view for earlier risk identification.
- Core Objectives: By early identification of precursor conditions and accelerating fault location, the initiative aims to reduce customer interruptions and shorten outage durations, particularly in high fire threat areas, ensuring safer electric operations.
- Future Outlook: Itron and Toumetis plan to use initial data integration and results measurement to guide potential expansions into additional circuits and operating scenarios, further enhancing the reliability and responsiveness of the electric system.
See More
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- Stock Market Correction Prediction: Historical data indicates that stock markets typically experience a correction of at least 10% every 1-2 years, and given the last correction in early 2025, another could be expected in the second half of 2026, prompting investor caution.
- Electricity Bottleneck Issue: The demand for electricity from AI infrastructure is growing faster than supply, leading to rising electricity prices, with the Trump administration intervening to ensure Microsoft does not pass these costs onto consumers, which could impact the AI sector's growth.
- Investment Opportunities: Amid the electricity bottleneck, companies like Itron and Tesla may benefit from optimizing existing grid capabilities to meet increasing demand, presenting potential investment opportunities in the energy sector.
See More
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- Market Share Shift: According to Similarweb, Gemini's market share surged from 5% to 18% in 2025, while ChatGPT's share dropped from 87% to 68%, indicating a significant shift that could impact investor confidence in the AI sector.
- Correction Prediction: A stock market correction of at least 10% is anticipated in 2026, as historical data suggests such corrections occur every one to two years, prompting investors to prepare for potential volatility.
- Power Bottleneck Opportunities: The rapid increase in electricity demand from AI infrastructure is leading to rising power prices, creating opportunities for companies like Itron that deploy smart meters to help utilities optimize existing resources amid this bottleneck.
- Optimistic Market Outlook: Despite the expected correction, the overall market is projected to rise in 2026, driven by strong infrastructure spending, lower inflation, and mortgage rates, encouraging investors to maintain a positive outlook.
See More
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- Correction Anticipation: A stock market correction of at least 10% is expected in 2026, as historical data indicates such corrections occur every one to two years, prompting investors to prepare for volatility.
- Power Bottleneck Opportunities: The surge in electricity demand from AI infrastructure is creating a power bottleneck, leading to rising electricity prices, with companies like Itron and Tesla likely to benefit from solutions that optimize existing resources.
- Optimistic Market Outlook: Despite the anticipated correction, the market is expected to rebound by the end of 2026, supported by strong infrastructure spending and lower inflation, indicating a generally positive outlook for investors.
See More
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- Earnings Release Schedule: Itron will release its fourth quarter and full year financial results for the period ending December 31, 2025, at 8:30 a.m. EST on February 17, 2026, providing critical performance data for investors to assess the company's future outlook.
- Conference Call Discussion: Management will host a conference call at 10:00 a.m. EST on the same day to discuss the financial results, with participants encouraged to log in 10 minutes early to ensure audio software is functioning, highlighting the company's commitment to transparent communication.
- Webcast Availability: The conference call will be available via live webcast, accessible on the company's website, enhancing information accessibility and encouraging investor engagement.
- Replay Service: A replay of the conference call will be available until February 25, 2026, ensuring that investors who cannot attend live can still access important information, reflecting the company's ongoing focus on investor relations.
See More
Itron (ITRI): Assessment of Valuation Following New Smart Water Infrastructure Agreement with Tucson Water
Itron's New Deal: Itron has secured a multi-year contract with Tucson Water to implement its AMI Essentials smart metering platform, aimed at enhancing water conservation and operational visibility in the city.
Stock Performance: Despite a recent decline in Itron's share price, which has seen a 20.22% drop over the past 90 days, the company boasts a strong three-year total shareholder return of 94.07%, indicating potential long-term growth.
Market Valuation: Analysts suggest that Itron's shares are undervalued, with a fair value estimate of $140.20 compared to its last close at $96.24, raising questions about whether the market has already accounted for future growth.
Risks and Opportunities: While ongoing digitalization and IoT adoption are expected to drive revenue growth for Itron, potential regulatory delays and slower-than-anticipated SaaS growth could pose risks to its earnings momentum.
See More
