Itron, Inc.
ITRI
NASDAQ·Technology·Hardware, Equipment & Parts·Mkt cap $4.2B
$95.55
▼ -0.59%
P/E
15.87
Mkt Cap
$4.2B
52-Wk Range
$77.77–$142.00
52-Week Range
$77.77 - $142.00
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 21.1% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Integrated end-to-end platform spanning hardware, connectivity, and software analytics
- Established relationships with thousands of utilities and municipalities globally
- Recurring revenue model through software-as-a-service and maintenance contracts
- Proprietary data analytics and AI capabilities for operational optimization
- Significant switching costs once deployed across customer infrastructure
Bear Case
1 risk
- Average volatility.
Growth
Stable outlook
Global utility infrastructure modernization and digital transformation initiatives
Value
Undervalued - trading well below sector peers
Momentum
Strong
+17.9% over 3m
Quality
Stable
Strong fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying ITRI right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 29, 2026
JUL 28, 2026
Reported EPS of $1.59 vs $1.29 consensus (+23.3% surprise). Revenue of $562.9M vs $566.3M expected (-0.6%).
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+23.3%
Revenue trend · last 8Q
—
+6%
+1%
-0%
-5%
-7%
-3%
-7%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$615.5M
$612.9M
$607.2M
$606.8M
$581.6M
$571.7M
$587.0M
$562.9M
Margins · last 8Q
Gross
41.0%
Operating
13.5%
Profit
9.5%
Wall Street consensus
5 analysts · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: Needham · Jul 29, 2026
vs Industry
How ITRI stacks vs Hardware, Equipment & Parts
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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