Itron (ITRI) Stock Overview
A technology, solutions, and service company, provides end-to-end solutions that help manage energy, water, and smart city operations worldwide. More details
| Snowflake Score | |
|---|---|
| Valuation | 6/6 |
| Future Growth | 1/6 |
| Past Performance | 3/6 |
| Financial Health | 3/6 |
| Dividends | 0/6 |
Rewards
Risk Analysis
ITRI Community Fair Values
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Analyst Price Targets
Itron, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$82.69 |
| 52 Week High | US$142.00 |
| 52 Week Low | US$78.53 |
| Beta | 1.5 |
| 1 Month Change | -1.42% |
| 3 Month Change | -17.47% |
| 1 Year Change | -25.70% |
| 3 Year Change | 53.07% |
| 5 Year Change | -2.07% |
| Change since IPO | 442.23% |
Recent News & Updates
Itron: Actual Results Would Provide More Comfort Than Upbeat Words
Apr 29
ITRI: Grid Modernization And AMI 2.0 Replacement Cycle Will Drive Future Cash Flows
The analyst price target on Itron has been trimmed by $1.80, as analysts balance the recent mix of target hikes, cuts, and rating changes with updated assumptions for the discount rate and long-term P/E expectations. Analyst Commentary Recent research on Itron shows a split view, with some firms turning more optimistic on the company’s role in grid modernization and others more cautious as expectations and price targets are reset.ITRI: Grid Modernization And AMI 2.0 Cycle Will Support Long-Term Cash Flows
Narrative Update on Itron The analyst price target for Itron has been updated to $136.80. Analysts point to the company’s position in North American smart metering, expectations around the Advanced Metering Infrastructure 2.0 replacement cycle, and views on utilities' grid modernization and margin potential as key reasons for their outlook.Recent updates
Itron: Actual Results Would Provide More Comfort Than Upbeat Words
Apr 29ITRI: Grid Modernization And AMI 2.0 Replacement Cycle Will Drive Future Cash Flows
The analyst price target on Itron has been trimmed by $1.80, as analysts balance the recent mix of target hikes, cuts, and rating changes with updated assumptions for the discount rate and long-term P/E expectations. Analyst Commentary Recent research on Itron shows a split view, with some firms turning more optimistic on the company’s role in grid modernization and others more cautious as expectations and price targets are reset.ITRI: Grid Modernization And AMI 2.0 Cycle Will Support Long-Term Cash Flows
Narrative Update on Itron The analyst price target for Itron has been updated to $136.80. Analysts point to the company’s position in North American smart metering, expectations around the Advanced Metering Infrastructure 2.0 replacement cycle, and views on utilities' grid modernization and margin potential as key reasons for their outlook.ITRI: Grid Modernization Cycle Will Support Long Duration Metering Replacement Cash Flows
Analysts trimmed the Itron price target by a small amount to $136.80 from $136.80, reflecting a balance between fresh Buy and Outperform ratings that highlight Itron's role in smart metering and grid modernization and more cautious views that have recently lowered estimates. Analyst Commentary Recent research coverage presents a mixed but generally constructive view of Itron, with several firms highlighting long-term opportunities in smart metering and grid modernization while others flag execution risk and valuation sensitivity around expectations.ITRI: Grid Modernization Cycle Will Support Long Duration Utility IoT Cash Flows
Our updated Itron fair value estimate edges down from $138.22 to $136.80, as analysts balance new Buy and Outperform ratings with mixed price target revisions and more cautious assumptions for revenue growth, margins, and future price-to-earnings multiples. Analyst Commentary Recent Street research on Itron highlights a mix of optimism around its core smart metering position and grid modernization exposure, alongside some caution around growth assumptions and earnings durability.ITRI: Grid Modernization Momentum Will Support Long Duration Utility IoT Cash Flows
Our analyst price target on Itron edges higher to $138.22 from $136.56 as analysts factor in recent price target increases and upgrades tied to Q4 outperformance, improved long term guidance, and a multi year grid modernization opportunity. Analyst Commentary Street research on Itron has tilted more constructive following the recent Q4 report and updated long term guidance, but there are still pockets of caution that could influence how the stock is valued and how investors think about execution risk.ITRI: Grid Edge Partnerships Will Support Long-Duration Utility IoT Cash Flows
Analysts have trimmed their price expectations for Itron, with the average target moving from about US$140 to roughly US$137, reflecting slightly lower fair value and P/E assumptions while still citing supportive research updates and recent target revisions. Analyst Commentary Bullish Takeaways Bullish analysts continue to carry Buy ratings even after trimming price targets, which signals ongoing confidence in Itron’s long term execution and earnings potential at current valuation levels.ITRI: Upgraded Ratings Will Support Long-Duration Utility IoT Cash Flows
The analyst price target for Itron edges up to about $140.40 from $140.20, as analysts factor in recent upgrades to Buy and Overweight ratings, alongside expectations for continued utility capex support and potential sales re-acceleration, despite some dilution from recent deals. Analyst Commentary Bullish Takeaways Bullish analysts highlight recent upgrades to Buy and Overweight, which they see as support for the current valuation framework around Itron, even with some deal-related dilution.ITRI: Accelerated Utility Capex Will Support Long-Duration Utility IoT Cash Flows
Narrative Update on Itron The analyst price target for Itron shifts moderately, incorporating a blend of recent changes such as a reduction to $138, multiple reiterations at $130, and a raise to $155. Analysts highlight dilution from recent deals, expectations for steadier utility capex, and Itron's role as an IoT provider for utilities with diversified, long-term oriented cash flow exposure.ITRI: Accelerated Utility Capex Will Drive Long-Term Utility IoT Demand
Analysts have modestly raised their blended price target on Itron by a net amount of less than $1, as they balance dilution from recent deals against expectations for accelerated utility capex, re-accelerating sales next year, and durable long term cash flow visibility. Analyst Commentary Street commentary on Itron reflects a generally constructive stance on the long term growth and earnings algorithm, even as some valuation adjustments factor in near term dilution and order volatility.ITRI: Elevated Power Capex Will Support Long-Term Utility IoT Momentum
Analysts have nudged their price target on Itron slightly lower to about $140 from roughly $140.40, reflecting modest dilution from recent deals. They also highlight the company’s leading position in utility IoT, exposure to elevated power capex, and solid long term cash flow visibility as support for the stock.ITRI: Long-Term Utility IoT Momentum Will Drive Share Strength Ahead
Analysts have raised Itron's price target from $145 to $155, citing the company's strong position in utility IoT and long-term opportunity, even with recent order weakness and macro volatility. Analyst Commentary Recent analyst research highlights both optimism and caution regarding Itron's current performance and long-term prospects.Itron, Inc. (NASDAQ:ITRI) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?
Nov 02
ITRI: Utility-Scale Clean Energy Momentum Will Drive Long-Term Outperformance
Narrative Update: Itron Price Target Revision Analysts have raised their price target for Itron by $10, from $145 to $155. They cite strong positioning in utility-scale clean energy solutions and favorable exposure to U.S.-based manufacturing and diversified markets.Is It Too Late To Consider Buying Itron, Inc. (NASDAQ:ITRI)?
Jul 13Itron's (NASDAQ:ITRI) Returns On Capital Are Heading Higher
Jun 30Earnings Not Telling The Story For Itron, Inc. (NASDAQ:ITRI)
Jun 17We Think Shareholders Will Probably Be Generous With Itron, Inc.'s (NASDAQ:ITRI) CEO Compensation
May 01Here's Why Itron (NASDAQ:ITRI) Has Caught The Eye Of Investors
Apr 21Itron: The AI‑Driven Backbone Of The Smart Metering
Apr 19What Is Itron, Inc.'s (NASDAQ:ITRI) Share Price Doing?
Apr 09Is Itron (NASDAQ:ITRI) Using Too Much Debt?
Mar 28Results: Itron, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
Feb 28Getting In Cheap On Itron, Inc. (NASDAQ:ITRI) Might Be Difficult
Feb 23Itron, Inc.'s (NASDAQ:ITRI) Intrinsic Value Is Potentially 40% Above Its Share Price
Jan 26Itron: Negative Skew In Buy/Sell Matrix Despite Business Quality
Jan 22Return Trends At Itron (NASDAQ:ITRI) Aren't Appealing
Jan 13Is Itron, Inc. (NASDAQ:ITRI) Potentially Undervalued?
Jan 01Does Itron (NASDAQ:ITRI) Deserve A Spot On Your Watchlist?
Dec 20These 4 Measures Indicate That Itron (NASDAQ:ITRI) Is Using Debt Safely
Dec 08Itron: Checking In Ahead Of Q3 Earnings
Oct 29Itron, Inc.'s (NASDAQ:ITRI) Intrinsic Value Is Potentially 66% Above Its Share Price
Oct 26Why Investors Shouldn't Be Surprised By Itron, Inc.'s (NASDAQ:ITRI) P/E
Oct 14Itron: A Great Performance, But Soft On The Bookings
Sep 25Does Itron (NASDAQ:ITRI) Deserve A Spot On Your Watchlist?
Sep 16Is Itron, Inc. (NASDAQ:ITRI) Potentially Undervalued?
Sep 04
Grid Edge Intelligence And Networked Solutions Promise Bright Future Amid Operational Challenges
Continued growth in Networked Solutions and interest in Grid Edge Intelligence platform suggest potential for near-term revenue growth through technology adoption.Itron (NASDAQ:ITRI) Hasn't Managed To Accelerate Its Returns
Aug 22Shareholder Returns
| ITRI | US Electronic | US Market | |
|---|---|---|---|
| 7D | -7.8% | -3.8% | -0.2% |
| 1Y | -25.7% | 100.1% | 27.6% |
Return vs Industry: ITRI underperformed the US Electronic industry which returned 100.9% over the past year.
Return vs Market: ITRI underperformed the US Market which returned 29.1% over the past year.
Price Volatility
| ITRI volatility | |
|---|---|
| ITRI Average Weekly Movement | 6.3% |
| Electronic Industry Average Movement | 9.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.3% |
Stable Share Price: ITRI has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: ITRI's weekly volatility (6%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1977 | 4,987 | Tom Deitrich | 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.
Itron, Inc. Fundamentals Summary
| ITRI fundamental statistics | |
|---|---|
| Market cap | US$3.86b |
| Earnings (TTM) | US$289.04m |
| Revenue (TTM) | US$2.35b |
12.7x
P/E Ratio1.6x
P/S RatioIs ITRI overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| ITRI income statement (TTM) | |
|---|---|
| Revenue | US$2.35b |
| Cost of Revenue | US$1.44b |
| Gross Profit | US$911.22m |
| Other Expenses | US$622.18m |
| Earnings | US$289.04m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 6.52 |
| Gross Margin | 38.82% |
| Net Profit Margin | 12.32% |
| Debt/Equity Ratio | 96.6% |
How did ITRI perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/04/29 06:22 |
| End of Day Share Price | 2026/04/29 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Itron, Inc. is covered by 36 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| John Eade | Argus Research Company |
| Benjamin Kallo | Baird |
| Amir Rozwadowski | Barclays |