ITRI

Itron Inc

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120.910

+0.03(0.025%)1D

Overview
Forecast
Valuation
Earnings

Line

Candle

YTD

High

121.970

Open

120.790

VWAP

121.19

Vol

507.42K

Mkt Cap

5.53B

Low

120.4002

Amount

61.49M

EV/EBITDA(TTM)

16.28

Total Shares

45.87M

5.66B

EV/OCF(TTM)

18.04

P/S(TTM)

2.32

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.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2026Q1

FY2025Q4

FY2025Q3

628.38M

+3.5%

1.482

-2.5%

586.99M

-4.22%

1.458

+7.98%

578.49M

-6.01%

1.477

-19.75%

Estimates Revision

The market is revising Downward the revenue expectations for Itron, Inc. (ITRI) for FY2025, with the revenue forecasts being adjusted by -3.46% over the past three months. During the same period, the stock price has changed by 1.18%.

Revenue Estimates for FY2025

Revise Downward

-3.46%

In Past 3 Month

EPS Estimates for FY2025

Revise Upward

+12.12%

In Past 3 Month

Stock Price

Go Up

+1.18%

In Past 3 Month

9 Analyst Rating

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 141.60 USD with a low forecast of 129.00 USD and a high forecast of 155.00 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.

8 Buy

1 Hold

0 Sell

Strong Buy

Current: 120.910

Low

129.00

Averages

141.60

High

155.00

Current: 120.910

Low

129.00

Averages

141.60

High

155.00

Stephens

Equal Weight

maintain

$110 -> $130

2025-08-04

Reason

Stephens

Price Target

$110 -> $130

2025-08-04

maintain

Equal Weight

Reason

Stephens raised the firm's price target on Itron to $130 from $110 and keeps an Equal Weight rating on the shares. The firm, which notes that its full-year adjusted EBITDA outlook improves following record margins reported in Q2, continues to assume a market-premium multiple on its raised 2025 adjusted EBITDA estimates.

Baird

Outperform

downgrade

$137 -> $129

2025-08-01

Reason

Baird

Price Target

$137 -> $129

2025-08-01

downgrade

Outperform

Reason

Baird lowered the firm's price target on Itron to $129 from $137 and keeps an Outperform rating on the shares. The firm updated its model following strong Q2 results but near-term uncertainty remains.

Oppenheimer

Outperform

maintain

$150 -> $155

2025-08-01

Reason

Oppenheimer

Price Target

$150 -> $155

2025-08-01

maintain

Outperform

Reason

Oppenheimer raised the firm's price target on Itron to $155 from $150 and keeps an Outperform rating on the shares. The firm notes shares were down hsd Thursday after Itron beat and raised EPS above consensus while trimming revenue guidance.

Johnson Rice

Buy

Accumulate

downgrade

$130

2025-08-01

Reason

Johnson Rice

Price Target

$130

2025-08-01

downgrade

Buy

Accumulate

Reason

Johnson Rice downgraded Itron to Accumulate from Buy with a $130 price target, citing caution on near-term growth expectations.

Roth Capital

Buy

upgrade

$130 -> $155

2025-07-22

Reason

Roth Capital

Price Target

$130 -> $155

2025-07-22

upgrade

Buy

Reason

Roth Capital raised the firm's price target on Itron to $155 from $130 and keeps a Buy rating on the shares. Heading into the Q2 report on July 31, the firm says the company's execution and market momentum remain intact. Roth likes Itron's "robust" backlog visibility and sees market tailwinds from infrastructure investments and underlying grid dynamics.

JPMorgan

Neutral

maintain

$118 -> $128

2025-07-22

Reason

JPMorgan

Price Target

$118 -> $128

2025-07-22

maintain

Neutral

Reason

JPMorgan raised the firm's price target on Itron to $128 from $118 and keeps a Neutral rating on the shares as part of a Q2 preview for the clean energy group. The near-term outlook remans "murky" for utility-scale renewables, despite solid power demand and passage of the One Big Beautiful Bill, the analyst tells investors in a research note. The firm believes the July 7 Executive Order directing the Treasury Department to review safe harbor guidelines by August 21 could have a larger impact on the utility-scale renewables market. Project visibility could also be limited by new permitting processes at the Department of Interior, adds JPMorgan.

See All Ratings

Valuation Metrics

The current forward P/E ratio for Itron Inc (ITRI.O) is 20.26, compared to its 5-year average forward P/E of 39.47. For a more detailed relative valuation and DCF analysis to assess Itron Inc 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

Fair

5Y Average PE

39.47

Current PE

20.26

Overvalued PE

63.54

Undervalued PE

15.40

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

Fair

5Y Average EV/EBITDA

20.09

Current EV/EBITDA

14.36

Overvalued EV/EBITDA

26.79

Undervalued EV/EBITDA

13.39

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

Overvalued

5Y Average PS

1.60

Current PS

2.27

Overvalued PS

1.99

Undervalued PS

1.21

Financials

Annual

Quarterly

FY2025Q2

YoY :

-0.38%

606.76M

Total Revenue

FY2025Q2

YoY :

+20.30%

77.68M

Operating Profit

FY2025Q2

YoY :

+32.57%

68.75M

Net Income after Tax

FY2025Q2

YoY :

+33.64%

1.47

EPS - Diluted

FY2025Q2

YoY :

+103.26%

90.67M

Free Cash Flow

FY2025Q2

YoY :

+6.80%

36.11

Gross Profit Margin - %

FY2025Q2

YoY :

+88.60%

11.75

FCF Margin - %

FY2025Q2

YoY :

+33.14%

11.33

Net Margin - %

FY2025Q2

YoY :

+14.61%

10.51

ROIC

Trading Trends

Insider

Insiders are Neutral. There are no significant trading trends over the last month.

Sold

0-3

Months

614.1K

USD

3-6

Months

7.8M

USD

6-9

Months

10.9M

USD

0-12

Months

4.2M

USD

Bought

0-3

0.0

USD

Months

3-6

0.0

USD

Months

6-9

0.0

USD

Months

0-12

0.0

USD

Months

Hedge Fund

Hedge Funds are Neutral. There are no significant trading trends over the last quarter.

Sold

0-3

Months

0.0

Volume

3-6

Months

75.5K

Volume

6-9

Months

89.1K

Volume

0-12

Months

0.0

Volume

Bought

0-3

0.0

Volume

Months

3-6

12.0K

Volume

Months

6-9

24.2K

Volume

Months

0-12

0.0

Volume

Months

Congress Trading

Congress are Neutral. There are no significant trading trends over the last month.

Sold

0-3

Months

0.0

USD

3-6

Months

0.0

USD

6-9

Months

0.0

USD

0-12

Months

0.0

USD

Bought

0-3

0.0

USD

Months

3-6

0.0

USD

Months

6-9

0.0

USD

Months

0-12

0.0

USD

Months

Insider

Insiders are Neutral. There are no significant trading trends over the last month.

Sold

0-3

Months

614.1K

USD

3-6

Months

7.8M

USD

6-9

Months

10.9M

USD

0-12

Months

4.2M

USD

Bought

0-3

0.0

USD

Months

3-6

0.0

USD

Months

6-9

0.0

USD

Months

0-12

0.0

USD

Months

ITRI News & Events

Events Timeline

2025-08-20 (ET)

2025-08-20

16:12:59

Itron and Pacific Technologies Collaborate on Smart Metering Implementation in Fiji Islands

2025-07-31 (ET)

2025-07-31

08:38:24

Itron sees FY25 EPS $6.00-$6.20, consensus $5.44

2025-07-31

08:37:14

Itron reports Q2 EPS $1.62, consensus $1.33

News

4.0

09-02NASDAQ.COM

Reasons Itron (ITRI) is Considered a Promising Growth Stock

6.5

08-29NASDAQ.COM

3 Key Factors for Growth Investors to Consider Itron (ITRI)

Growth Stocks and Investment Strategies

Investor Interest in Growth Stocks: Investors are increasingly looking for growth stocks that promise above-average financial growth, which can lead to exceptional returns. However, identifying these stocks is challenging due to their inherent risks and volatility.
Zacks Growth Style Score: The Zacks Growth Style Score system helps investors find promising growth stocks by analyzing real growth prospects beyond traditional metrics.

Itron (ITRI) as a Growth Stock

Recommendation and Ranking: Itron is highlighted as a recommended stock with a favorable Growth Score and a Zacks Rank of #2 (Buy). This combination suggests it could outperform the market.
Earnings Growth: Itron has a historical EPS growth rate of 36.7%, with projected growth of 6.5% for the current year, surpassing the industry average of 5.6%. This strong earnings growth is crucial for attracting investor interest.

Cash Flow and Financial Health

Cash Flow Growth: Itron's year-over-year cash flow growth stands at an impressive 50.8%, significantly higher than the industry average of 11.3%. This growth is vital for expansion without relying on external funding.
Historical Cash Flow Performance: Over the past 3-5 years, Itron's annualized cash flow growth rate has been 4.9%, slightly above the industry average of 4.4%.

Earnings Estimate Revisions

Positive Earnings Trends: The current-year earnings estimates for Itron have been revised upward by 11.3% over the past month, indicating a positive trend that correlates with potential stock price increases.

Conclusion and Future Outlook

Overall Assessment: With a Growth Score of B and a Zacks Rank of #2, Itron is positioned as a solid choice for growth investors. The combination of strong earnings growth, impressive cash flow, and positive earnings revisions suggests it could be a potential outperformer.
Additional Investment Opportunities: Zacks experts have identified several stocks with high growth potential, including one targeting millennial and Gen Z audiences, which generated nearly $1 billion in revenue last quarter. This stock is considered a strong candidate for significant upside in the near future.

5.0

08-21Newsfilter

Itron Appoints Former Utility CEO Scott Drury to Its Board of Directors