Update shared on04 Aug 2025
Fair value Increased 5.47%Itron’s consensus price target has risen to $144.45, driven by a notable increase in net profit margin alongside a lower projected future P/E multiple, reflecting improved profitability and valuation.
What's in the News
- Itron provided Q3 2025 revenue guidance of $570–585 million and full-year 2025 revenue guidance of $2.35–2.4 billion.
- The company shipped over 2 million Cyble 5 multi-connectivity modules, with Metz Eurometropole deploying them to enhance water management using advanced metering infrastructure and analytics.
- Itron signed a major contract with Greece’s HEDNO to provide meter data management and grid edge intelligence solutions for 7.7 million meters, supporting grid modernization and integration of distributed energy resources.
- Itron is expanding Cyble 5 communications module production to the Asia-Pacific region, enabling utilities to upgrade water metering infrastructure for improved leak detection and sustainability without significant infrastructure replacement.
- Itron formed a strategic collaboration with 4Liberty to optimize deployment of its utility solutions, leveraging 4Liberty’s expertise in operational optimization and grid edge technology management.
Valuation Changes
Summary of Valuation Changes for Itron
- The Consensus Analyst Price Target has risen from $136.91 to $144.45.
- The Net Profit Margin for Itron has significantly risen from 9.99% to 13.53%.
- The Future P/E for Itron has significantly fallen from 28.79x to 22.76x.
Disclaimer
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