Itron Gelecekteki Büyüme
Future kriter kontrolleri 0/6
Itron kazanç ve gelirin sırasıyla yıllık 2.6% ve 5% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 3.3% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 14.6% olacağı tahmin edilmektedir.
Anahtar bilgiler
2.6%
Kazanç büyüme oranı
3.28%
EPS büyüme oranı
| Electronic kazanç büyümesi | 26.9% |
| Gelir büyüme oranı | 5.0% |
| Gelecekteki özkaynak getirisi | 14.65% |
| Analist kapsamı | Good |
| Son güncelleme | 20 May 2026 |
Gelecekteki son büyüme güncellemeleri
Recent 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
Anlatı Güncellemesi • Apr 26
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.Anlatı Güncellemesi • Apr 10
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.Anlatı Güncellemesi • Mar 26
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.Anlatı Güncellemesi • Mar 11
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.Anlatı Güncellemesi • Feb 25
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.Anlatı Güncellemesi • Feb 11
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.Anlatı Güncellemesi • Jan 26
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.Anlatı Güncellemesi • Jan 12
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.Anlatı Güncellemesi • Dec 17
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.Anlatı Güncellemesi • Dec 03
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.Anlatı Güncellemesi • Nov 19
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.Analiz Makalesi • Nov 02
Itron, Inc. (NASDAQ:ITRI) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?
There's been a major selloff in Itron, Inc. ( NASDAQ:ITRI ) shares in the week since it released its third-quarter...Anlatı Güncellemesi • 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.Analiz Makalesi • Jul 13
Is It Too Late To Consider Buying Itron, Inc. (NASDAQ:ITRI)?
Itron, Inc. ( NASDAQ:ITRI ), might not be a large cap stock, but it led the NASDAQGS gainers with a relatively large...Analiz Makalesi • Jun 30
Itron's (NASDAQ:ITRI) Returns On Capital Are Heading Higher
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...Analiz Makalesi • Jun 17
Earnings Not Telling The Story For Itron, Inc. (NASDAQ:ITRI)
With a price-to-earnings (or "P/E") ratio of 22.5x Itron, Inc. ( NASDAQ:ITRI ) may be sending bearish signals at the...Analiz Makalesi • May 01
We Think Shareholders Will Probably Be Generous With Itron, Inc.'s (NASDAQ:ITRI) CEO Compensation
Key Insights Itron to hold its Annual General Meeting on 8th of May Total pay for CEO Tom Deitrich includes US$900.0k...Analiz Makalesi • Apr 21
Here's Why Itron (NASDAQ:ITRI) Has Caught The Eye Of Investors
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Seeking Alpha • Apr 19
Itron: The AI‑Driven Backbone Of The Smart Metering
Summary With increased data centers and AI models, the cost of electricity is expected to be 2x by 2030, with 68% of people expected to move to urban areas by 2050. The global smart metering and industrial IoT (IIoT) market is expected to reach $544 Bn by 2029. Itron's current ~0.4% penetration highlights enormous market share potential. Itron is trading at an FWD PEG ratio of 1.18x implying a 13% discount. Industry trends, internet penetration, and utilities consumption will drive the growth of the smart metering market and IIoT. Read the full article on Seeking AlphaAnaliz Makalesi • Apr 09
What Is Itron, Inc.'s (NASDAQ:ITRI) Share Price Doing?
Itron, Inc. ( NASDAQ:ITRI ), might not be a large cap stock, but it received a lot of attention from a substantial...Analiz Makalesi • Mar 28
Is Itron (NASDAQ:ITRI) Using Too Much Debt?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analiz Makalesi • Feb 28
Results: Itron, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
It's been a good week for Itron, Inc. ( NASDAQ:ITRI ) shareholders, because the company has just released its latest...Analiz Makalesi • Feb 23
Getting In Cheap On Itron, Inc. (NASDAQ:ITRI) Might Be Difficult
There wouldn't be many who think Itron, Inc.'s ( NASDAQ:ITRI ) price-to-earnings (or "P/E") ratio of 18.8x is worth a...Analiz Makalesi • Jan 26
Itron, Inc.'s (NASDAQ:ITRI) Intrinsic Value Is Potentially 40% Above Its Share Price
Key Insights The projected fair value for Itron is US$150 based on 2 Stage Free Cash Flow to Equity Current share price...Seeking Alpha • Jan 22
Itron: Negative Skew In Buy/Sell Matrix Despite Business Quality
Summary Itron, founded in 1977, specializes in water safety and reliability management, offering sensors, data analytics, and communications under the "internet of things" banner. The company operates in three segments: device solutions, networked solutions, and Outcomes, which focuses on machine learning and AI. Despite a 45% rally in the last 12 months, Itron's current valuation doesn't offer a fair risk/reward ratio in my view. Read the full article on Seeking AlphaAnaliz Makalesi • Jan 13
Return Trends At Itron (NASDAQ:ITRI) Aren't Appealing
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Analiz Makalesi • Jan 01
Is Itron, Inc. (NASDAQ:ITRI) Potentially Undervalued?
Itron, Inc. ( NASDAQ:ITRI ), is not the largest company out there, but it saw significant share price movement during...Analiz Makalesi • Dec 20
Does Itron (NASDAQ:ITRI) Deserve A Spot On Your Watchlist?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Analiz Makalesi • Dec 08
These 4 Measures Indicate That Itron (NASDAQ:ITRI) Is Using Debt Safely
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Seeking Alpha • Oct 29
Itron: Checking In Ahead Of Q3 Earnings
Summary Management's claims of consistent growth are starting to be questioned by analysts, reminiscent of historical concerns around organic growth. Unit economics reveal stagnation in Endpoints Under Management and a significant decline in revenue per endpoint, at odds with the stock's recent performance. Considering these factors and the stock's recent run-up, this could be an opportune moment for a short-sell trade or for long investors to take profits. Read the full article on Seeking AlphaAnaliz Makalesi • Oct 26
Itron, Inc.'s (NASDAQ:ITRI) Intrinsic Value Is Potentially 66% Above Its Share Price
Key Insights The projected fair value for Itron is US$171 based on 2 Stage Free Cash Flow to Equity Itron's US$103...Analiz Makalesi • Oct 14
Why Investors Shouldn't Be Surprised By Itron, Inc.'s (NASDAQ:ITRI) P/E
With a price-to-earnings (or "P/E") ratio of 26x Itron, Inc. ( NASDAQ:ITRI ) may be sending bearish signals at the...Seeking Alpha • Sep 25
Itron: A Great Performance, But Soft On The Bookings
Summary Itron, Inc.'s shares have surged due to a strong performance, but softer bookings and a premium valuation make me cautious about current levels. I remain neutral and constructive, being mindful of potential softness in 2025 revenues due to a recent softer order intake. Long-term prospects remain favorable, driven by continued electrification and congestion on the grid. Read the full article on Seeking AlphaAnaliz Makalesi • Sep 16
Does Itron (NASDAQ:ITRI) Deserve A Spot On Your Watchlist?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Analiz Makalesi • Sep 04
Is Itron, Inc. (NASDAQ:ITRI) Potentially Undervalued?
Itron, Inc. ( NASDAQ:ITRI ), is not the largest company out there, but it received a lot of attention from a...
Yeni Anlatı • Sep 02
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.Analiz Makalesi • Aug 22
Itron (NASDAQ:ITRI) Hasn't Managed To Accelerate Its Returns
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 12/31/2028 | 2,728 | 396 | 383 | 385 | 2 |
| 12/31/2027 | 2,541 | 275 | 301 | 341 | 12 |
| 12/31/2026 | 2,387 | 238 | 296 | 327 | 11 |
| 3/31/2026 | 2,347 | 289 | 395 | 419 | N/A |
| 12/31/2025 | 2,367 | 301 | 383 | 406 | N/A |
| 9/30/2025 | 2,408 | 258 | 342 | 366 | N/A |
| 6/30/2025 | 2,442 | 270 | 287 | 314 | N/A |
| 3/31/2025 | 2,445 | 253 | 241 | 269 | N/A |
| 12/31/2024 | 2,441 | 239 | 208 | 238 | N/A |
| 9/30/2024 | 2,405 | 225 | 177 | 206 | N/A |
| 6/30/2024 | 2,350 | 188 | 146 | 175 | N/A |
| 3/31/2024 | 2,282 | 160 | 138 | 165 | N/A |
| 12/31/2023 | 2,174 | 97 | 98 | 125 | N/A |
| 9/30/2023 | 2,064 | 75 | 41 | 64 | N/A |
| 6/30/2023 | 1,924 | 39 | 23 | 45 | N/A |
| 3/31/2023 | 1,815 | -22 | -3 | 18 | N/A |
| 12/31/2022 | 1,796 | -10 | 5 | 25 | N/A |
| 9/30/2022 | 1,814 | -91 | 29 | 51 | N/A |
| 6/30/2022 | 1,880 | -97 | 30 | 55 | N/A |
| 3/31/2022 | 1,937 | -93 | 84 | 112 | N/A |
| 12/31/2021 | 1,982 | -81 | 120 | 155 | N/A |
| 9/30/2021 | 2,021 | -1 | 142 | 180 | N/A |
| 6/30/2021 | 2,074 | -24 | 169 | 206 | N/A |
| 3/31/2021 | 2,095 | -54 | 96 | 141 | N/A |
| 12/31/2020 | 2,173 | -58 | 63 | 110 | N/A |
| 9/30/2020 | 2,277 | -65 | 63 | 115 | N/A |
| 6/30/2020 | 2,361 | -23 | 57 | 121 | N/A |
| 3/31/2020 | 2,486 | 60 | 105 | 167 | N/A |
| 12/31/2019 | 2,502 | 49 | N/A | 173 | N/A |
| 9/30/2019 | 2,461 | 58 | N/A | 170 | N/A |
| 6/30/2019 | 2,433 | 61 | N/A | 171 | N/A |
| 3/31/2019 | 2,383 | 45 | N/A | 159 | N/A |
| 12/31/2018 | 2,376 | -99 | N/A | 110 | N/A |
| 9/30/2018 | 2,340 | -121 | N/A | 144 | N/A |
| 6/30/2018 | 2,231 | -116 | N/A | 115 | N/A |
| 3/31/2018 | 2,148 | -104 | N/A | 104 | N/A |
| 12/31/2017 | 2,018 | 57 | N/A | 191 | N/A |
| 9/30/2017 | 1,963 | 67 | N/A | 148 | N/A |
| 6/30/2017 | 1,983 | 32 | N/A | 158 | N/A |
| 3/31/2017 | 1,993 | 38 | N/A | 145 | N/A |
| 12/31/2016 | 2,013 | 32 | N/A | 116 | N/A |
| 9/30/2016 | 2,014 | 29 | N/A | 135 | N/A |
| 6/30/2016 | 1,977 | 52 | N/A | 107 | N/A |
| 3/31/2016 | 1,934 | 17 | N/A | 111 | N/A |
| 12/31/2015 | 1,884 | 13 | N/A | 73 | N/A |
| 9/30/2015 | 1,874 | -46 | N/A | 37 | N/A |
| 6/30/2015 | 1,901 | -52 | N/A | 83 | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: ITRI 'nin tahmini kazanç büyümesi (yıllık 2.6% ) tasarruf oranının ( 3.5% ) altındadır.
Kazançlar ve Piyasa: ITRI şirketinin kazançlarının (yıllık 2.6% ) US pazarından (yıllık 16.9% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Kazançları: ITRI şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.
Gelir ve Pazar: ITRI şirketinin gelirinin (yıllık 5% ) US pazarından (yıllık 11.9% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Geliri: ITRI şirketinin gelirinin (yıllık 5% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: ITRI 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 14.6 %).
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/27 07:38 |
| Gün Sonu Hisse Fiyatı | 2026/05/27 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Itron, Inc. 36 Bu analistlerden 12, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| John Eade | Argus Research Company |
| Benjamin Kallo | Baird |
| Amir Rozwadowski | Barclays |