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Itron, Inc. Stock Price

NasdaqGS:ITRI Community·US$3.6b Market Cap
  • 1 Narratives written by author
  • 0 Comments on narratives written by author
  • 28 Fair Values set on narratives written by author

ITRI Share Price Performance

US$82.22
-31.53 (-27.72%)
US$135.00
Fair Value
US$82.22
-31.53 (-27.72%)
39.1% undervalued intrinsic discount
US$135.00
Fair Value
Price US$82.22
AnalystConsensusTarget US$135.00

ITRI Community Narratives

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Fair Value US$135 39.1% undervalued intrinsic discount

ITRI: Utility-Scale Clean Energy Momentum Will Drive Long-Term Outperformance

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US$135
39.1% undervalued intrinsic discount
Revenue
5.5% p.a.
Profit Margin
14.11%
Future PE
19.33x
Price in 2029
US$176.04

Trending Discussion

Updated Narratives

ITRI logo

ITRI: Grid Modernization And AMI 2.0 Replacement Cycle Will Drive Future Cash Flows

Fair Value: US$135 39.1% undervalued intrinsic discount
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Snowflake Analysis

Very undervalued with proven track record.

2 Risks
4 Rewards

Itron, Inc. Key Details

US$2.3b

Revenue

US$1.4b

Cost of Revenue

US$911.2m

Gross Profit

US$622.2m

Other Expenses

US$289.0m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
6.52
38.82%
12.32%
96.6%
View Full Analysis

About ITRI

Founded
1977
Employees
4987
CEO
Thomas Deitrich
WebsiteView website
na.itron.com

Itron, Inc., a technology, solutions, and service company, provides end-to-end solutions that help manage energy, water, and smart city operations worldwide. It operates in four segments: Device Solutions, Networked Solutions, Outcomes, and Resiliency Solution. The Device Solutions segment offers hardware products that are used for measurement, control, or sensing, such as standard gas, electricity, water, and communicating meters, as well as heat and allocation products. The Networked Solutions segment provides communicating devices, such as smart meters, modules, endpoints, and sensors; network infrastructure; network design services; and associated heat-end management and application software for acquiring and transporting application-specific data. This segment also products and software for the implementation, installation, and management of communicating devices and data networks; offers industrial internet of things solutions, including automated meter reading; advanced metering infrastructure for electricity, water, and gas; distributed energy resource management; grid edge devices; distribution automation communications; smart lighting; and smart city sensors and applications. The Outcomes segment provides value-added, enhanced software and services, artificial intelligence, and machine learning, statistical modeling, and other analytics. The Resiliency Solutions segment offers software and services. The company offers implementation, project management, installation, consulting, and post-sale maintenance support services, as well as cloud and software-as-a-service; and extended or customer-specific warranties. It offers its products and services under the Itron brand. The company serves utility and smart city customers, and municipalities through its sales force, distributors, agents, partners, and meter manufacturer representatives. Itron, Inc. was incorporated in 1977 and is headquartered in Liberty Lake, Washington.

Recent ITRI News & Updates

Seeking Alpha Apr 29

Itron: Actual Results Would Provide More Comfort Than Upbeat Words

Summary Itron faces muted sales growth, soft bookings, and a questionable acquisition-driven strategy, leading to a cautious stance despite management's upbeat narrative. First-quarter sales declined 3% to $587 million, with margins under pressure and bookings translating to a weak 0.81x book-to-bill ratio. Recent $850 million acquisitions contribute minimally to revenue, raising concerns about deal multiples and future earnings dilution. With shares at $87, trading at 14–17x earnings, execution issues and lackluster organic growth undermine confidence in Itron's long-term investment appeal. Read the full article on Seeking Alpha

Recent updates

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