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0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$3.7B
44M shares
52-week range
$77.77 – $142.00
14% from low
Sector
INSTRUMENTS FOR MEAS & TESTING OF ELECTRICITY & ELEC SIGNALS
Exchange
NASDAQ
CS
Borrow rate
0.40%
Easy to borrow
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| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $2.38B | $2.50B | $2.17B | $1.98B | $1.80B | $2.17B | $2.44B | $2.37B |
| Cost of revenue | $1.65B | $1.75B | $1.57B | $1.41B | $1.27B | $1.46B | $1.60B | $1.48B |
| Gross profit | $730.3M | $752.3M | $602.2M | $573.2M | $522.2M | $713.9M | $839.3M | $892.1M |
| Gross margin | 30.7% | 30.1% | 27.7% | 28.9% | 29.1% | 32.8% | 34.4% | 37.7% |
| R&D | $207.9M | $202.2M | $194.1M | $197.2M | $185.1M | $208.7M | $215.0M | $207.0M |
| Operating income | −$49.7M | $132.7M | −$10.4M | −$79.3M | −$7.4M | $128.9M | $264.1M | $314.1M |
| EBITDA | $238.7M | $249.7M | $179.8M | $121.0M | $84.6M | $226.9M | $321.4M | $414.2M |
| Net income | −$99.3M | $49.0M | −$58.0M | −$81.3M | −$9.7M | $96.9M | $239.1M | $301.1M |
| Net margin | -4.2% | 2.0% | -2.7% | -4.1% | -0.5% | 4.5% | 9.8% | 12.7% |
| EPS (diluted) | -2.53 | 1.23 | -1.41 | -1.77 | -0.21 | 2.11 | 5.18 | 6.50 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $2.4B | $5.99 | $5.71–$6.19 | 9 |
| 2027 | $2.5B | $6.63 | $5.58–$7.32 | 9 |
| 2028 | $2.7B | $7.94 | $7.49–$8.27 | 1 |
| 2029 | $2.9B | $0.00 | $0.00–$0.00 | 0 |
Forward consensus · source: Financial Modeling Prep
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.
| $3.7B |
| — |
| NOVTNovanta Inc. | $162.24 | +2.85% | $5.8B | — |
| OSISOSI Systems, Inc. | $218.76 | +2.59% | $3.6B | — |
Source: Financial Modeling Prep · peers by sector/industry
Trading at 15.8× earnings vs its 19.1× historical median P/E.
Fair value ≈ $104.45 · price $86.53 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
$ITRI Stock dumped ~38% from its highs, washed out 5 weeks ago on heavy volume, and is now reclaiming the bottom of its range (green zone on the chart). Not a broken company, Itron is the smart-grid/metering name, $3.7B, revenue up 32% over 3 years. Reclaim holding above ~84. Invalidation 70 (if it breaks back below the spring low, thesis is dead). Upside targets 107 then 136 on the fibs. Watching the reclaim to hold.
View on StockTwits ↗Weekend reflection as H1 wraps up (Part 2). Continuing with positions in the red: $AAOI will be added to if it keeps falling; $ITRI is a small position down 13% watching the $80 level; $LEU is a medium position with a comfortable hold; $SHLS is down 5% as a volatile solar play. Position sizing is everything. Go fast alone, go far together. To get ongoing reports on similar high-potential tickers, stay tuned to my feed.
View on StockTwits ↗$ITRI Share Price: $81.07 Contract Selected: Nov 20, 2026 $80 Calls Buy Zone: $9.72 – $12.00 Target Zone: $15.71 – $19.20 Potential Upside: 53% ROI Time to Expiration: 168 Days | Updates via https://fxcapta.com/stockinfo/
View on StockTwits ↗$ITRI This is a pretty risky stock to invest in but I think it could be time to start buying. Large backlog and earnings should start to improve after the acquisitions they made. We need to keep an eye on net income in particular. If that continues to decrease into next quarter with no revenue growth the stock will go lower. Company is literally in a prime spot to execute with AI.. not sure if management is asleep at the wheel or what. Just mention AI or position yourself to grow the company. Like I said risky..... juice probably isnt worth the squeeze when there are other stocks to buy with better management revenue and earnings growth. Not sure if I'm bearish or bullish. With that said just go to casino with your money rather than buy this.
View on StockTwits ↗$ITRI Really good write-up that perfectly summarizes ITRI's present situation. So if you want to bring your ITRI knowledge up to date or just discover ITRI, this is required reading. https://everyticker.com/quote/ITRI/analysis/itron-s-margin-inflection-how-grid-intelligence-and-recurring-revenue-are-rewriting-the-investment-thesis-nasdaq-itri
View on StockTwits ↗$ITRI does this 79/$80 look like long term past resistance turned into a hopeful spot of support or am I just wishful thinking. Would you cut losses here or hope it bounces. It’s not a huge position but average is $89 ish
View on StockTwits ↗$QQQ $ITRI Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $587M (Est. $572.09M) 🟢 🔹 EPS: $1.49 (Est. $1.23) 🟢 Q2 Guide: 🔹 Revenue: $560M-$570M (Est. $607M) 🔴 🔹 EPS: $1.25-$1.35 (Est. $1.46) 🔴
View on StockTwits ↗$ITRI Q1 '26 Earnings Results & Recap • Reported GAAP EPS of $1.20 down -16.67% YoY • Reported revenue of $586.98M down -3.32% YoY • Outlook for Itron's second quarter of 2026 includes revenue between $560 million and $570 million, with Non-GAAP diluted EPS projected to be between $1.25 and $1.35.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
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.