Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$4.0B
44M shares
52-week range
$77.77 – $142.00
21% from low
Sector
INSTRUMENTS FOR MEAS & TESTING OF ELECTRICITY & ELEC SIGNALS
Exchange
NASDAQ
CS
P/S (TTM)
1.8
EV / FCF (TTM)
9.2
Itron Inc provides solutions that measure, manage, and analyze energy and water use. The company offers grid edge intelligence, energy and water management, smart city applications, Industrial Internet of Things (IIoT), and critical infrastructure and related services. It operates under the Itron brand and has four reportable segments: Device Solutions, Networked Solutions, Resiliency Solutions, and Outcomes. Key revenue is generated from the Networked Solutions segment, which includes a combination of communicating endpoints (e.g., smart meters, modules, endpoints, and sensors), network infrastructure, network design services, and associated headend management and application software designed and sold as a complete solution for acquiring and transporting robust application-specific data.
www.itron.comNo one on the platform currently holds ITRI.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 461,761 | $41.4M |
| Bridgewater Associatesas of 2026-03-31 | 14,339 | $1.3M |
No one on the platform has traded ITRI yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 14.0% | — | — | — | ||
| Rev. Growth % | -3.0% | 1.7% | ||||
| Profit Margin % | 12.7% | 4.5% | 2.2% | |||
| Free Cash Flow Margin % | 16.1% | 7.0% | 5.5% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +3.8% on the P/E track.
At today's price, your expected annual return is +9.2% on the P/E track.
At today's price, your expected annual return is +13.8% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $2.4B | +1.3% | $6.42 | $6.36–$6.50 | 14.2× | 8 |
| 2027 | $2.5B | +6.5% | $6.94 | $6.07–$7.34 | 13.1× | 8 |
| 2028 | $2.7B | +6.0% | $8.03 | $6.76–$9.99 | 11.4× | 4 |
| 2029 | $2.8B | +3.9% | $8.92 | $8.64–$9.17 | 10.2× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-28 | $1.29 | $1.59 | +23.3% |
| 2026-04-28 | $1.26 | $1.49 | +18.3% |
| 2026-02-17 | $2.19 | $2.46 | +12.3% |
| 2025-10-30 | $1.48 | $1.54 | +4.1% |
| 2025-07-31 | $1.33 | $1.62 | +21.8% |
| 2025-05-01 | $1.30 | $1.52 | +16.9% |
| 2025-02-25 | $1.05 | $1.35 | +28.6% |
| 2024-10-31 | $1.13 |
| $1.84 |
| +62.8% |
| $3.4B |
| — |
| NOVTNovanta Inc. | $140.05 | -4.44% | $5.0B | — |
| OSISOSI Systems, Inc. | $199.95 | -2.12% | $3.3B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$ITRI Pulled back a good amount after the post earnings release spike. The earnings were awesome! Company is very busy! Buying more.
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$ITRI feels like we are just waiting for the 50DMA to catch up to the price, form new support and then next leg up
View on StockTwits ↗$ITRI Volume PM is 11 shares at the moment. Nothingburger.
View on StockTwits ↗$ITRI really healthy basing action to digest gains after ER
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$ITRI not giving much back at all… strong behavior
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$ITRI $93/$106 is the old bagholders exit lobby. Those buyers trapped since November and February are finally seeing breakeven after months underwater. Many will say “Thank God” hit Sell and disappear before the stock changes its mind. The footprints fit, prior heavy-volume congestion around $104/$108, today’s high stalled at $106.00, double top intraday , live price has slipped back to about $104.88. Logical fade, the old shareholders have finally been released from prison, and several are already sprinting toward the parking lot.
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$ITRI Positive (76%): shares face upward price pressure because the reported earnings beat and record gross margin imply higher near-term EPS and potentially more durable profitability; the unusually large... Full AI impact map, source, and watch-next details: https://nimpact.tech/newsimpact/news/960fc0ffa99f5fcd?utm_source=stocktwits&utm_medium=story_url
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https://www.marketbeat.com/earnings/reports/2026-7-28-itron-inc-stock/ $ITRI Itron Earnings Transcript
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There are still good trades in this market, even if you don't like shorting You just need to find what's in play and stick to your rules, so you don't get yourself in trouble Like $ITRI was a nice little gem to the upside today Full disclosure: I'm out 2/3rds with a trailing stop $QQQ
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$ITRI (+7.4% pre) ITRI: Revenue down 7% but record gross margin and higher earnings outlook on strong demand https://ooc.bz/l/108844
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.