ITRI Earnings

ITRI reported its earnings on 2026-04-28, showcasing a revenue of against an estimate of 570.76M, resulting in a 0% surprise. The EPS was 0, surpassing the expected 1.26 by 0%. The stock experienced a 0.09% price change on the earnings day and a -1.75% change over the next five days, reflecting market reactions to the results.

Following ITRI's earnings announcement on 2026-04-28, the stock price moved by 0.09% on the day of the release. Over the subsequent five days, it saw a -1.75% change. Historically, ITRI's stock price tends to shift by an average of 0.88% in the 10 days leading up to earnings and -0.18% in the 10 days following, providing insight into potential market.

For 2026/Q2, analysts estimate ITRI's annual revenue to reach 620.77M, while the EPS is projected at 1.48. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between ITRI's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, ITRI's stock price typically moves by 0.88% in the 10 days before its earnings and -0.18% in the 10 days after. For the upcoming 2026/Q2 earnings, analysts expect an EPS of 1.48 and revenue of 620.77M.

The company's earnings call reveals strong financial performance, particularly in gross margins and ARR growth. Despite some EPS dilution due to acquisitions, the long-term outlook is optimistic, with expected synergies and revenue growth. The Q&A section highlights positive sentiment from analysts, with no major concerns raised. The company's strategic positioning in the market and expected growth in the second half of the year further support a positive sentiment. Given the market cap, the stock is likely to experience a positive movement of 2% to 8% over the next two weeks.