Itron Inc (ITRI)

Currency in USD
95.82
+1.13(+1.19%)
Closed·
95.84+0.02(+0.02%)
·
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Fair Value
Day's Range
93.7496.26
52 wk Range
77.77112.00
Key Statistics
Prev. Close
94.69
Open
94.1
Day's Range
93.74-96.26
52 wk Range
77.77-112
Volume
700.43K
Average Volume (3m)
633.19K
1-Year Change
-12.0837%
Book Value / Share
38.80
Fair Value
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Fair Value Upside
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ITRI Scorecardpro icon
Company’s Health
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Fair Value
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Fair Price
Upside
Price Target
128.56
Upside
+34.16%
Members' Sentiments
Bearish
Bullish
ProTips
5 analysts have revised their earnings downwards for the upcoming period

Itron Inc News & Analysis

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Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Strong Buy
Technical Indicators
Strong Buy
Moving Averages
Strong Buy

Analyst Ratings

9 Buy
2 Hold
0 Sell
Ratings:
11 analysts
Overall Consensus
Buy

Analysts 12-Month Price Target:

Average 128.56
(+34.16% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
JPMorgan
Buy109.00+13.75%107.00MaintainOct 28, 2026
Oppenheimer
Buy135.00+40.89%-MaintainOct 28, 2026
BNP Paribas Exane
Buy105.00+9.58%115.00MaintainOct 27, 2026
JPMorgan
Buy107.00+11.67%117.00MaintainOct 19, 2026
Needham
Buy128.00+33.58%116.00MaintainJul 29, 2026

Itron Inc Earnings Call Summary for Q3/2026

  • Itron Q3 non-GAAP EPS of $1.94 beat estimates by 24%, with revenue up 3% YoY to $599.3M; adjusted EBITDA hit record $115M at 19% margin.
  • Annual recurring revenue surged 25% YoY to $423M; non-GAAP operating income rose 20% on 3% revenue growth, showing improved operational leverage.
  • Company raised FY2026 non-GAAP EPS guidance to $6.72-$6.82 from $6.55-$7.10; Q4 revenue expected at $621M-$636M with EPS of $1.70-$1.80.
  • CEO Deitrich highlighted structural improvements from multi-year operational work; noted gas distribution presents 'multiples higher' opportunity over 2-3 years.
  • Shares fell 0.72% in premarket despite beat; free cash flow declined YoY to $96M due to working capital growth and higher tax payments.
Last Updated: 2026-10-27, 10:48 a/m
Read Full Transcript

Earnings

Latest Release
Oct 27, 2026
EPS / Forecast
1.94 / 1.56
Revenue / Forecast
599.33M / 595.51M
EPS Revisions
Last 90 days

ITRI Income Statement

Compare ITRI to Peers and Sector

Metrics to compare
ITRI
Peers
Sector
Relationship
P/E Ratio
15.0x25.2x11.5x
PEG Ratio
1.330.150.01
Price/Book
2.5x2.5x2.4x
Price / LTM Sales
1.8x1.6x2.1x
Upside (Analyst Target)
34.2%10.0%42.8%
Fair Value Upside
Unlock−4.6%8.6%Unlock

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.

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
31.04M70.89%2.87B
Other Institutional Investors
22.11M29.11%2.05B
Public Companies & Retail Investors
0.000.00%0.00
Total
53.15M100.00%4.92B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
BlackRock, Inc.16.29%7,131,562660,311
Vanguard Portfolio Management, LLC7.99%3,497,943323,875

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FAQ

What Is the Itron (ITRI) Stock Price Today?

The Itron stock price today is 95.82 USD.

What Stock Exchange Does Itron Trade On?

Itron is listed and trades on the Nasdaq Stock Exchange.

What Is the Stock Symbol for Itron?

The stock symbol for Itron is "ITRI."

What Is the Itron Market Cap?

As of today, Itron market cap is 4.21B USD.

What Is Itron's Earnings Per Share (TTM)?

The Itron EPS (TTM) is 6.29.

When Is the Next Itron Earnings Date?

Itron will release its next earnings report on Mar 01, 2027.

From a Technical Analysis Perspective, Is ITRI a Buy or Sell?

Based on moving averages and other technical indicators, the daily buy/sell signal is Strong Buy.

How Many Times Has Itron Stock Split?

Itron has split 0 times.

How Many Employees Does Itron Have?

Itron has 4987 employees.

What is the current trading status of Itron (ITRI)?

As of Oct 30, 2026, Itron (ITRI) is trading at a price of 95.82 USD, with a previous close of 94.69 USD. The stock has fluctuated within a day range of 93.74 USD to 96.26 USD, while its 52-week range spans from 77.77 USD to 112.00 USD.

What Is Itron (ITRI) Price Target According to Analysts?

The average 12-month price target for Itron is 128.56 USD, with a high estimate of 150 USD and a low estimate of 105 USD. 9 analysts recommend buying the stock, while 0 suggest selling, leading to an overall rating of Buy. The stock has an +34.16% Upside potential.

What Is the ITRI Premarket Price?

ITRI's last pre-market stock price is 93.40 USD. The pre-market share volume is 330.00, and the stock has decreased by -1.29, or -1.36%.

What Is the ITRI After Hours Price?

ITRI's last after hours stock price is 95.84 USD, the stock has decreased by 0.02, or 0.02%.
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