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ITITRI

Itron, Inc.

$ITRI·$4.2B·Hardware, Equipment & Parts·Technology
$93.55-1.2%YTD+0.0%1Y-20.9%
Price updated 5h ago·X counts updated 1d ago
ITITRI
$ITRIItron, Inc.
$93.55-1.16%11 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $ITRI on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

11X posts · last 7 days
Aug 27Sep 9

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ITRI — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersStalledAI verdict · as of 2026-09-10

The move has stalled — likely just drifts unless something new shows up.

Itron flat YTD at 26% of 52-week range — smart-meter tech at 17.6x PE

Itron provides end-to-end smart-meter and utility solutions (Device Solutions, Networked Solutions, Outcomes, Resiliency).

  • Fundamentals stack: PE 17.6x, Q2 revenue $563M down from $587M in Q1, gross margin 40%, operating margin 13.2%, ROIC 8.9%, free-cash yield 8.4%, essentially unlevered — quality smart-meter economics.
  • Chart is depressed: up 3.2% YTD but down 20% over twelve months, at 26% of the 52-week range, beta 1.32 — the tape has priced in a slowdown.

A quality smart-meter franchise with a moderate multiple; setup rewards patience on utility capex cycle.

What to watch: Q3 print Oct 29 for revenue trajectory, backlog trend and any commentary on utility-customer deployments; a beat with backlog growth would extend the setup.

On the calendar: 2026-10-29 — Q3 earnings

small cap

Read the AI verdict on $ITRI

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
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  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Smart meter and grid technology company helping utilities manage energy and water with IoT devices and analytics.

Industry overviewAI analysisGenerated by AI from underlying data

Where Hardware, Equipment & Parts sits in its cycle right now — and what that implies for $ITRI.

Hardware, Equipment & Parts · Technology

AI-server hardware refresh and defence-electronics investment drive hardware orders; optical interconnect demand surges as AI data-centre bandwidth requirements scale. Test-and-measurement upgrades follow each new silicon node, sustaining capital equipment revenue.

What this means for $ITRI

Neutral — Itron smart utility meters; grid modernisation tailwind, limited AI-hardware exposure.

Top industry ETF

$SOXXiShares Semiconductor ETF
+71.2%YTD
+104.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
17.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
8.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
13.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
8.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
16.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
39.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 28, 2026$1.59$1.29+23.3%
Q1 2026Apr 28, 2026$1.49$1.26+18.3%
Q4 2025Feb 17, 2026$2.46$2.19+12.3%
Q3 2025Oct 30, 2025$1.54$1.48+4.1%
Next earningsThu, Oct 29·consensus EPS $1.57

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$562.9M-7.2%41.0%13.5%$1.20$94.6M
Q1 FY26$587.0M-3.3%40.3%11.5%$1.20$79.0M
Q4 FY25$571.7M-6.7%40.5%13.8%$2.25$111.5M
Q3 FY25$581.6M-5.5%37.7%14.1%$1.43$111.4M

Forward consensus

5-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.4B$2.4B – $2.4B$6.42$6.36 – $6.508
FY27$2.5B$2.4B – $2.6B$6.94$6.07 – $7.348
FY28$2.7B$2.6B – $2.8B$8.03$6.76 – $9.996
FY29$2.8B$2.7B – $2.9B$8.92$8.64 – $9.174
FY30$3.0B$2.9B – $3.0B$9.96$9.65 – $10.243

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.25%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+1.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 43.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.325-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 3Justin K PatrickSVP, Device Solutions10.2K sh$994KSellAug 25Donald L. ReevesSVP, Outcomes283 sh$28KSellAug 24Christopher E. WareSVP, GC & Corp. Secretary200 sh$20KSellAug 24Pulatie-hahn Laurie AnnSVP, HR178 sh$18KSellAug 24Justin K PatrickSVP, Device Solutions222 sh$22KSellAug 24John F. MarcoliniSVP, Networked Solutions331 sh$33KSellAug 24Joan S HooperCFO455 sh$45KSellAug 24Thomas DeitrichCEO887 sh$88KSellAug 24Wright David MarshallVP, Corp. Controller & CAO76 sh$8KSellAug 24Donald L. ReevesSVP, Outcomes329 sh$33K
1–10 of 39
+ 15 other (14 awards · 1 exempt) in window

See when $ITRI insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteMay 88-K — Item 5.07: Shareholder vote · Item 8.01: Other event
+ 13 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 routine 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Is Itron (ITRI) Stock Undervalued Right Now?zacks.com·7d agoCaisse de depot et placement du Quebec Buys Shares of 17,400 Itron, Inc. $ITRIdefenseworld.net·12d agoWhy Is Itron (ITRI) Down 3.4% Since Last Earnings Report?zacks.com·15d agoBrokers Suggest Investing in Itron (ITRI): Read This Before Placing a Betzacks.com·21d agoBest Momentum Stock to Buy for August 19thzacks.com·23d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · last 7 days

No standout posts about $ITRI on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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