Calls
1
u/truthtablez1
Reddit r/ValueInvesting
Win Rate
0.0%
return
-0.6%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 15
$91.89
-0.6%
Author argues Itron is attractively valued around $90-95 after falling from the $140s, with shares at roughly 14x the midpoint of 2026 adjusted EPS guidance despite improved gross margin, EBITDA, recurring revenue and free cash flow. The mechanism is defensive utility demand for meters, grid communications and software/services, with the Outcomes segment growing 13% and recent Urbint/Locusview acquisitions sold into existing utility relationships alongside a $4.4bn backlog. Catalyst/horizon is 2026 EPS guidance and multi-year grid capacity/reliability spending; main risks are overpaying about $850m for acquisitions and a higher debt load weakening the balance sheet.
Grid Equipment
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u/truthtablez1 has 1 trade ideas tracked on Buzzberg across 1 tickers since September 2026. Most covered: ITRI.
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