Itron, Inc.

NasdaqGS:ITRI Stok Raporu

Piyasa değeri: US$3.8b

Itron Gelecekteki Büyüme

Future kriter kontrolleri 0/6

Itron kazanç ve gelirin sırasıyla yıllık 2.2% ve 4.9% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 2.8% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 14.6% olacağı tahmin edilmektedir.

Anahtar bilgiler

2.2%

Kazanç büyüme oranı

2.77%

EPS büyüme oranı

Electronic kazanç büyümesi26.9%
Gelir büyüme oranı4.9%
Gelecekteki özkaynak getirisi14.65%
Analist kapsamı

Good

Son güncelleme09 Jul 2026

Gelecekteki son büyüme güncellemeleri

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...

Recent updates

Seeking Alpha • Jul 09

Itron Isn't Cheap Enough For An Upgrade, Even After Its Ugly Plunge

Summary Itron, Inc. remains a 'hold' as near-term fundamentals are expected to weaken despite recent share price declines. Revenue and profitability continue to decline, with Q1 2026 revenue down to $587M and net income dropping to $53.5M. Backlog and orders are contracting, signaling further revenue pressure; Q2 2026 guidance also points to lower sales and earnings. Longer-term, management targets for 2027 could deliver market-beating returns, but I require evidence of progress before turning bullish. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Jun 06

ITRI: Smart Water Metering Rollout Will Drive Future Cash Flows

Itron's updated analyst price target has shifted from $135 to about $126.70, as analysts weigh recent target cuts from several firms against one smaller upward revision and factor in changes to growth, margin and discount rate assumptions. Analyst Commentary Recent research on Itron reflects a mix of cautious and more optimistic views, with several firms adjusting price targets and one firm lifting its target slightly.
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 Alpha
Analiz 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 Alpha
Analiz 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...

Kazanç ve Gelir Büyüme Tahminleri

NasdaqGS:ITRI - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/20282,7283963833852
12/31/20272,53327229633712
12/31/20262,39223829632712
3/31/20262,347289395419N/A
12/31/20252,367301383406N/A
9/30/20252,408258342366N/A
6/30/20252,442270287314N/A
3/31/20252,445253241269N/A
12/31/20242,441239208238N/A
9/30/20242,405225177206N/A
6/30/20242,350188146175N/A
3/31/20242,282160138165N/A
12/31/20232,1749798125N/A
9/30/20232,064754164N/A
6/30/20231,924392345N/A
3/31/20231,815-22-318N/A
12/31/20221,796-10525N/A
9/30/20221,814-912951N/A
6/30/20221,880-973055N/A
3/31/20221,937-9384112N/A
12/31/20211,982-81120155N/A
9/30/20212,021-1142180N/A
6/30/20212,074-24169206N/A
3/31/20212,095-5496141N/A
12/31/20202,173-5863110N/A
9/30/20202,277-6563115N/A
6/30/20202,361-2357121N/A
3/31/20202,48660105167N/A
12/31/20192,50249N/A173N/A
9/30/20192,46158N/A170N/A
6/30/20192,43361N/A171N/A
3/31/20192,38345N/A159N/A
12/31/20182,376-99N/A110N/A
9/30/20182,340-121N/A144N/A
6/30/20182,231-116N/A115N/A
3/31/20182,148-104N/A104N/A
12/31/20172,01857N/A191N/A
9/30/20171,96367N/A148N/A
6/30/20171,98332N/A158N/A
3/31/20171,99338N/A145N/A
12/31/20162,01332N/A116N/A
9/30/20162,01429N/A135N/A
6/30/20161,97752N/A107N/A
3/31/20161,93417N/A111N/A
12/31/20151,88413N/A73N/A
9/30/20151,874-46N/A37N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: ITRI 'nin tahmini kazanç büyümesi (yıllık 2.2% ) tasarruf oranının ( 3.5% ) altındadır.

Kazançlar ve Piyasa: ITRI şirketinin kazançlarının (yıllık 2.2% ) US pazarından (yıllık 18.2% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: ITRI şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: ITRI şirketinin gelirinin (yıllık 4.9% ) US pazarından (yıllık 13% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: ITRI şirketinin gelirinin (yıllık 4.9% ) 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

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/07/12 23:24
Gün Sonu Hisse Fiyatı2026/07/10 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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 ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair 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.

AnalistKurum
John EadeArgus Research Company
Benjamin KalloBaird
Amir RozwadowskiBarclays