Ituran Location and Control Ltd.

NasdaqGS:ITRN Stock Report

Market Cap: US$1.2b

Ituran Location and Control Future Growth

Future criteria checks 1/6

Ituran Location and Control is forecast to grow earnings and revenue by 9.6% and 8.4% per annum respectively while EPS is expected to grow by 9.7% per annum.

Key information

9.6%

Earnings growth rate

9.67%

EPS growth rate

Communications earnings growth23.1%
Revenue growth rate8.4%
Future return on equityn/a
Analyst coverage

Low

Last updated12 Mar 2026

Recent future growth updates

Recent updates

Narrative Update 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.
Seeking Alpha Apr 14

Ituran's Next Chapter Is Bigger Than Subscriber Growth

Summary Ituran Location and Control Ltd (ITRN) is evolving from telematics into a comprehensive connected mobility platform, targeting deeper data and lifecycle monetization. ITRN is now positioned to capture a larger share of the $250–$400Bn connected car data monetization opportunity projected by 2030. I reiterate a Strong Buy rating for ITRN, now based on its expanding value capture beyond subscriber growth and attractive valuation. ITRN exceeded its 200K subscriber addition target in 2025, reaching 221K new subscribers and closing the year with 2.63 million total. Read the full article on Seeking Alpha
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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 Alpha
Seeking 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 Alpha
Analysis Article 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...
Analysis Article 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 Alpha
Seeking 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 Alpha
Seeking 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
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New Narrative 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article May 28

Ituran Location and Control's (NASDAQ:ITRN) Shareholders Will Receive A Bigger Dividend Than Last Year

The board of Ituran Location and Control Ltd. ( NASDAQ:ITRN ) has announced that it will be increasing its dividend by...

Earnings and Revenue Growth Forecasts

NasdaqGS:ITRN - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/2028469N/AN/AN/A1
12/31/20274217069932
12/31/20263926465872
12/31/2025359586789N/A
9/30/2025348576082N/A
6/30/2025340565978N/A
3/31/2025338556178N/A
12/31/2024336546174N/A
9/30/2024331526073N/A
6/30/2024329516277N/A
3/31/2024326505771N/A
12/31/2023320486377N/A
9/30/2023317465371N/A
6/30/2023309434462N/A
3/31/2023300403256N/A
12/31/2022293371945N/A
9/30/2022288372145N/A
6/30/2022282342145N/A
3/31/2022276353454N/A
12/31/2021271343956N/A
9/30/2021264324256N/A
6/30/2021259334758N/A
3/31/2021245184959N/A
12/31/2020246165060N/A
9/30/2020248-64861N/A
6/30/2020256-94558N/A
3/31/202027454155N/A
12/31/201927974160N/A
9/30/201929333N/A61N/A
6/30/201927753N/A65N/A
3/31/201926457N/A61N/A
12/31/201825361N/A53N/A
9/30/201823559N/A49N/A
6/30/201824244N/A47N/A
3/31/201824242N/A48N/A
12/31/201723544N/A44N/A
9/30/201722843N/A44N/A
6/30/201721741N/A44N/A
3/31/201720938N/A39N/A
12/31/201620032N/A41N/A
9/30/201619329N/A35N/A
6/30/201618427N/A32N/A
3/31/201617925N/A33N/A
12/31/201517625N/A36N/A
9/30/201517526N/A35N/A
6/30/201517828N/A39N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: ITRN's forecast earnings growth (9.6% per year) is above the savings rate (3.5%).

Earnings vs Market: ITRN's earnings (9.6% per year) are forecast to grow slower than the US market (16.4% per year).

High Growth Earnings: ITRN's earnings are forecast to grow, but not significantly.

Revenue vs Market: ITRN's revenue (8.4% per year) is forecast to grow slower than the US market (11.4% per year).

High Growth Revenue: ITRN's revenue (8.4% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: Insufficient data to determine if ITRN's Return on Equity is forecast to be high in 3 years time


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/07 22:31
End of Day Share Price 2026/05/07 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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

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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

Ituran Location and Control Ltd. is covered by 12 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Tavy RosnerBarclays
null nullCanaccord Genuity
Elena RogovinChardan Capital Markets, LLC