Itron (ITRI)

• Market cap: $5.08B
• 1 day: 0.49%
• 5 days: 5.60%
• 1 month: 6.36%
• 3 months: 3.68%
• 6 months: 7.28%
• Year to date: 2.66%
• 1 year: 20.95%
• 5 years: 59.58%
• 10 years: 210.71%
• Sector: Technology
• Industry: Scientific & Technical Instruments

About: Itron Inc provides solutions that measure, manage, and analyze energy and water use. It operates under the Itron brand and manages and reports under three operating segments: Device Solutions, Networked Solutions, and Outcomes. The Device Solutions segment includes hardware products used for measurement, control, or sense that do not have communications capability embedded for use with broader Itron systems. The Networked Solutions segment includes a combination of communicating devices, network infrastructure, and associated application software designed and sold as a complete solution. The Outcome segment includes their value-added, enhanced software and services which manage, organize, analyze, and interpret data to improve decision-making and maximize operational profitability.

Employees: 5,788

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

397% more call options, than puts

Call options by funds: $149M | Put options by funds: $30M

30% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 43

27% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 135

1.7% more ownership

Funds ownership: 104.48% [Q3] → 106.18% (+1.7%) [Q4]

1% more funds holding

Funds holding: 416 [Q3] → 422 (+6) [Q4]

4% more capital invested

Capital invested by funds: $5.01B [Q3] → $5.2B (+$190M) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 3 [Q3] → 3 (+0) [Q4]

Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $124 11% upside
• Avg. target: $130 17% upside
• High target: $133 19% upside

4 analyst ratings

• positive: 3 75%
• neutral: 1 25%
• negative: 0 0%

Guggenheim Joseph Osha 40% 1-year accuracy 19 / 47 met price target	19% upside $133	Buy Reiterated	17 Apr 2025
Piper Sandler Kashy Harrison 33% 1-year accuracy 13 / 40 met price target	11% upside $124	Neutral Maintained	27 Feb 2025
Canaccord Genuity Austin Moeller 32% 1-year accuracy 19 / 59 met price target	18% upside $132	Buy Maintained	26 Feb 2025
Oppenheimer Noah Kaye 43% 1-year accuracy 21 / 49 met price target	18% upside $131	Outperform Maintained	26 Feb 2025