Ituran Location and Control (ITRN) Aperçu de l'action
Ituran Location and Control Ltd. et ses filiales fournissent des services télématiques basés sur la localisation et des produits télématiques de machine à machine en Israël, au Brésil et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 3/6 |
| Croissance future | 1/6 |
| Performances passées | 3/6 |
| Santé financière | 6/6 |
| Dividendes | 3/6 |
Récompenses
Analyse des risques
ITRN Community Fair Values
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Analyst Price Targets
Ituran Location and Control Ltd. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$64.39 |
| Plus haut sur 52 semaines | US$68.30 |
| Plus bas sur 52 semaines | US$32.71 |
| Bêta | 0.78 |
| Variation sur 1 mois | 11.13% |
| Variation sur 3 mois | 24.98% |
| Variation sur 1 an | 81.02% |
| Variation sur 3 ans | 161.54% |
| Variation sur 5 ans | 137.34% |
| Évolution depuis l'introduction en bourse | 378.03% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Jun 05
ITRN: Recurring Telematics Partnerships Will Drive Future Cash Returns
Analysts have increased their fair value estimate for Ituran Location and Control from $63.50 to $73.50. They attribute this change to expectations for a larger addressable market in telematics and to recurring revenue opportunities supported by insurance incentives, auto OEM partnerships, and financing company relationships.Seeking Alpha • May 27
Ituran's Strong Q1 Results Keep The Buy Case Alive
Summary Ituran Location and Control (ITRN) remains a Buy, supported by record Q1 2026 results and robust recurring revenue growth. ITRN's subscriber base grew by 40,000 in the quarter, with OEM partnerships and new initiatives like IturanMob and Big Data analytics driving expansion. Margins and cash flow remain strong, enabling consistent dividends and share buybacks, with $108 million in net cash and a $10 million quarterly dividend. Valuation at 18.1x forward earnings and 11x EV/EBITDA is justified by steady growth, high cash returns, and potential upside from new data-driven revenue streams. Read the full article on Seeking AlphaRecent updates
Mise à jour du récit • Jun 05
ITRN: Recurring Telematics Partnerships Will Drive Future Cash Returns
Analysts have increased their fair value estimate for Ituran Location and Control from $63.50 to $73.50. They attribute this change to expectations for a larger addressable market in telematics and to recurring revenue opportunities supported by insurance incentives, auto OEM partnerships, and financing company relationships.Seeking Alpha • May 27
Ituran's Strong Q1 Results Keep The Buy Case Alive
Summary Ituran Location and Control (ITRN) remains a Buy, supported by record Q1 2026 results and robust recurring revenue growth. ITRN's subscriber base grew by 40,000 in the quarter, with OEM partnerships and new initiatives like IturanMob and Big Data analytics driving expansion. Margins and cash flow remain strong, enabling consistent dividends and share buybacks, with $108 million in net cash and a $10 million quarterly dividend. Valuation at 18.1x forward earnings and 11x EV/EBITDA is justified by steady growth, high cash returns, and potential upside from new data-driven revenue streams. Read the full article on Seeking AlphaMise à jour du récit • May 13
ITRN: Recurring Telematics Revenue And Buybacks Will Shape Future Returns
Analysts have lifted their average price target on Ituran Location and Control, with recent research pointing to a range from $55 to $70. They highlight growing demand for telematics services and recurring revenue tied to vehicle theft incentives, auto OEM partnerships, and financing company relationships.Mise à jour du récit • Apr 27
ITRN: Recurring Telematics Demand And Buybacks Will Support Future Cash Returns
Analysts have lifted their fair value estimate for Ituran Location and Control by about $2.80 to $63.50, citing a larger addressable market for telematics and stolen vehicle recovery services, stronger recurring revenue potential, and recent price target increases from firms that view the latest quarter as resilient with a positive outlook. Analyst Commentary Bullish Takeaways Bullish analysts highlight a larger total addressable market for telematics and stolen vehicle recovery services, which they see as supportive of higher fair value assumptions over time.Mise à jour du récit • Apr 11
ITRN: Recurring Telematics Partnerships Will Support Future Shareholder Cash Returns
Analysts have raised their average price target for Ituran Location and Control by $10 to around $60.67, citing an expanding total addressable market for telematics and stolen vehicle recovery services, recurring revenue from insurance and auto OEM partnerships, and what they describe as a resilient recent quarter. Analyst Commentary Recent research commentary on Ituran Location and Control has focused on how the company fits into the broader telematics and stolen vehicle recovery market, as well as how its recurring revenue model may support its valuation.Mise à jour du récit • Mar 28
ITRN: Recurring Telematics Services Will Support Future Cash Returns To Shareholders
Analysts have increased Ituran Location and Control's average price target by $5, from $50 to $55. They cite expectations for a larger telematics and stolen vehicle recovery market, supported by recurring revenue growth, insurance incentives, auto OEM partnerships, and financing company relationships.Mise à jour du récit • Mar 12
ITRN: Telematics Demand And Partnerships Will Support Stronger Recurring Revenue
Analysts have lifted their fair value estimate for Ituran Location and Control from $44.60 to about $60.67, citing growing demand for its telematics and stolen vehicle recovery services, recurring revenue potential, and supportive views from recent coverage initiations and price target increases. Analyst Commentary Recent research coverage focuses on Ituran's exposure to telematics and stolen vehicle recovery, as well as how recurring revenue streams might support the updated fair value view.Article d’analyse • Feb 12
Does Ituran Location and Control (NASDAQ:ITRN) Deserve A Spot On Your Watchlist?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Article d’analyse • Nov 25
Shareholders Would Enjoy A Repeat Of Ituran Location and Control's (NASDAQ:ITRN) Recent Growth In Returns
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...Article d’analyse • Aug 10
If EPS Growth Is Important To You, Ituran Location and Control (NASDAQ:ITRN) Presents An Opportunity
NasdaqGS:ITRN 1 Year Share Price vs Fair Value Explore Ituran Location and Control's Fair Values from the Community and...Seeking Alpha • Apr 09
Ituran: 6G, AI And Big Data Are Its Growth Engine
Summary As cities move into 6G networks and AI, there is a growing surge in demand for telematic services. ITRN boasts 2.4 million subscribers, with a 12% CAGR since 2004, and 70% of these are recurring, indicating strong customer retention. The telematics market is projected to grow from $9 billion in 2024 to $16.1 billion by 2030, positioning ITRN for significant growth. Read the full article on Seeking AlphaSeeking Alpha • Mar 27
Ituran: Correction Continues With Strong Momentum
Summary Ituran's strategic partnerships and expansion into new markets, despite regulatory challenges, indicate strong business development and potential for growth. Financially, ITRN shows consistent revenue and net income growth, with a positive outlook for 2025, targeting $89 million in revenue and $14.81-$15 million in net income. The company's dividend yield is robust at 5.31%, supported by stable cash flow, indicating reliable dividend payments. Technical indicators suggest a short-term correction, with critical support at the 20-week moving average of $36, leading to a "hold" recommendation. Read the full article on Seeking AlphaArticle d’analyse • Mar 01
Ituran Location and Control's (NASDAQ:ITRN) Shareholders Will Receive A Bigger Dividend Than Last Year
Ituran Location and Control Ltd.'s ( NASDAQ:ITRN ) dividend will be increasing from last year's payment of the same...Article d’analyse • Feb 27
Ituran Location and Control Ltd. (NASDAQ:ITRN) Stock Rockets 32% As Investors Are Less Pessimistic Than Expected
Despite an already strong run, Ituran Location and Control Ltd. ( NASDAQ:ITRN ) shares have been powering on, with a...Seeking Alpha • Feb 19
Ituran Location And Control: Finally Fairly Valued, Q4 Numbers May Change It
Summary I initially rated Ituran Location and Control Ltd. (ITRN) as undervalued by about 1/3, predicting growth from new strategic partnerships and market expansions. After a stagnant period, ITRN surged over 50% in 3 months, validating my "Buy" call and outperforming the S&P 500 index. Right now, the stock is finally trading "fairly" based on the EV/EBITDA ratio. According to some recent studies, the automotive telematics market in Latin America should rise at a CAGR of ~15.29% in the next few years. ITRN's addressable market is huge. If we see a strong beat to the guided figures in Q4, in this case, ITRN might receive a boost to its fair value and become a "Buy" again. Now it's a "Hold" for me. Read the full article on Seeking AlphaSeeking Alpha • Jan 24
Ituran: Earnings May Take A Hit In The Short Term (Rating Downgrade)
Summary Ituran Location and Control Ltd.'s revenue is growing but modestly with mixed efficiency and profitability metrics, leading to a downgrade to hold. ITRN has a strong financial position with $67.5m in cash and no debt, providing a cushion against economic uncertainties. Expansion in emerging markets like Chile, with new contracts, is promising, but currency volatility in LatAm poses a significant risk to earnings. Awaiting more information from the FY24 conference call to assess growth prospects and management's strategy for improving efficiency and profitability. Read the full article on Seeking AlphaSeeking Alpha • Nov 06
Ituran Has The Makings Of A Fine Portfolio Stock
Summary The stock of Ituran, a specialist in the telematics landscape has spent much of this year consolidating. We feel it is a good opportunity to pick up this stock and highlight some of its attractive facets. The stock looks cheap, given the forward EBITDA growth on offer, whilst it also looks appealing from an FCF and dividend yield angle. We also appreciate the risk-reward on the charts. Read the full article on Seeking Alpha
Nouveau récit • Sep 19
Subscriptions, SaaS, And Decisive Global Alliances Propel Growth
Geographic expansion and new product introductions like vehicle sharing SaaS are set to enhance revenue streams and improve product mix.Seeking Alpha • Aug 20
Why Ituran's Q2 Shows Strong Value Potential
Summary Ituran had solid Q2 2024 results with $0.66 GAAP EPS and $84.9 million in revenue. Despite strong profits and a positive industry outlook, ITRN stock is undervalued, possibly due to currency swings and geopolitical risks. Ituran operates globally, offers telematics services, and is expanding strategically, making it a good pick for value investors. Read the full article on Seeking AlphaSeeking Alpha • Jun 12
Ituran: Undervalued Company With Solid Growth Potential
Summary ITRN provides location-based services for connected cars. Q1 FY24 earnings show strong performance with record revenues and subscriber growth. Using Benjamin Graham's valuation method, ITRN is undervalued with a potential upside of 45%, despite technical chart concerns. Read the full article on Seeking AlphaSeeking Alpha • Mar 08
Ituran Q4: Stronger Uptake In Brazil May Drive Meaningful Subscriber Growth
Summary Ituran is a telematics company that develops SaaS offerings, with a focus on stolen vehicle recovery and automatic vehicle location. The company has shown steady growth and profitability, with a 1-year return of 16.5%. Ituran plans to target car financing companies in Brazil and Mexico to drive subscriber growth. Steady demand for used cars in Brazil could lead to meaningful uptake. Read the full article on Seeking AlphaArticle d’analyse • Mar 05
Ituran Location and Control (NASDAQ:ITRN) Will Pay A Larger Dividend Than Last Year At $0.39
Ituran Location and Control Ltd. ( NASDAQ:ITRN ) has announced that it will be increasing its dividend from last year's...Article d’analyse • Dec 13
Ituran Location and Control (NASDAQ:ITRN) Has Announced That It Will Be Increasing Its Dividend To $0.24
Ituran Location and Control Ltd. ( NASDAQ:ITRN ) has announced that it will be increasing its dividend from last year's...Article d’analyse • Sep 22
Ituran Location and Control (NASDAQ:ITRN) Has Announced A Dividend Of $0.15
Ituran Location and Control Ltd.'s ( NASDAQ:ITRN ) investors are due to receive a payment of $0.15 per share on 11th of...Article d’analyse • Sep 01
Ituran Location and Control (NASDAQ:ITRN) Is Due To Pay A Dividend Of $0.15
Ituran Location and Control Ltd.'s ( NASDAQ:ITRN ) investors are due to receive a payment of $0.15 per share on 11th of...Article d’analyse • Aug 18
Ituran Location and Control (NASDAQ:ITRN) Has Announced A Dividend Of $0.15
Ituran Location and Control Ltd.'s ( NASDAQ:ITRN ) investors are due to receive a payment of $0.15 per share on 11th of...Rendement pour les actionnaires
| ITRN | US Communications | US Marché | |
|---|---|---|---|
| 7D | 1.6% | 1.1% | 2.0% |
| 1Y | 81.0% | 89.3% | 23.3% |
Rendement vs Industrie: ITRN a sous-performé le secteur US Communications qui a rapporté 89.3 % au cours de l'année écoulée.
Rendement vs marché: ITRN a dépassé le marché US qui a rapporté 23.3 % au cours de l'année écoulée.
Volatilité des prix
| ITRN volatility | |
|---|---|
| ITRN Average Weekly Movement | 4.7% |
| Communications Industry Average Movement | 9.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: ITRN n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de ITRN ( 5% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1994 | 2,800 | Nir Sheratzky | ituran.com |
Ituran Location and Control Ltd. et ses filiales fournissent des services télématiques basés sur la localisation et des produits télématiques de machine à machine en Israël, au Brésil et dans le monde entier. Elle opère dans deux secteurs, les services télématiques et les produits télématiques.
Ituran Location and Control Ltd. Résumé des fondamentaux
| ITRN statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$1.30b |
| Bénéfices(TTM) | US$60.15m |
| Recettes(TTM) | US$375.23m |
21.3x
Ratio P/E3.4x
Ratio P/SLe site ITRN est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| ITRN compte de résultat (TTM) | |
|---|---|
| Recettes | US$375.23m |
| Coût des recettes | US$189.23m |
| Marge brute | US$186.00m |
| Autres dépenses | US$125.85m |
| Les revenus | US$60.15m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 3.02 |
| Marge brute | 49.57% |
| Marge bénéficiaire nette | 16.03% |
| Ratio dettes/capitaux propres | 0% |
Quelles ont été les performances à long terme de ITRN?
Voir les performances historiques et les comparaisonsDividendes
3.1%
Rendement actuel des dividendes0%
Ratio de distributionLe site ITRN verse-t-il des dividendes fiables ?
Voir ITRN l'historique des dividendes et les indices de référence| Ituran Location and Control dates des dividendes | |
|---|---|
| Date ex-dividende | Jun 24 2026 |
| Date de paiement du dividende | Jul 08 2026 |
| Jours jusqu'au dividende Ex | 6 days |
| Jours jusqu'à la date de paiement du dividende | 20 days |
Le site ITRN verse-t-il des dividendes fiables ?
Voir ITRN l'historique des dividendes et les indices de référenceAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/17 04:24 |
| Cours de l'action en fin de journée | 2026/06/17 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Ituran Location and Control Ltd. est couverte par 12 analystes. 2 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Tavy Rosner | Barclays |
| null null | Canaccord Genuity |
| Elena Rogovin | Chardan Capital Markets, LLC |