Entry91.89→Now91.38
Itron cheap on 2026 EPS with utility software growth Open original source
ITRI Itron Inc Loading... : Investor Sentiment and Bull/Bear Views
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09:47
Sep 15
Sep 15
Itron cheap on 2026 EPS with utility software growth
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.
HIGH
02:56
Jul 29
Jul 29
JPMorgan raises its price target for Itron Inc. to 117 dollars from 112 dollars.
02:10
Jun 03
Jun 03
Long Itron as an under-the-radar pick-and-shovel beneficiary of the power/grid infrastructure.
Long Itron as an under-the-radar pick-and-shovel beneficiary of the power/grid infrastructure buildout theme, with less crowding than direct AI hardware plays.
MED
17:54
Jun 02
Jun 02
Buy ITRI as an under-the-radar pick-and-shovel beneficiary of power/grid buildout.
Buy ITRI as an under-the-radar pick-and-shovel beneficiary of power/grid buildout; speaker frames it as an overlooked angle in the theme they are actively researching.
MED
18:18
Jun 01
Jun 01
Buy ITRI as a speculative beneficiary of accelerating BESS deployments tied to AI data center.
Buy ITRI as a speculative beneficiary of accelerating BESS deployments tied to AI data center infrastructure buildout; author frames as an underappreciated angle on the theme.
MED
13:00
Apr 28
Apr 28
Orders in Measurement & Control Solutions (MCS) were up 15%, driven by smart metering demand in water, with progress on projects shifted out of Q4. Management expects double-digit orders growth for water throughout the year. — Strong smart water metering demand signals a healthy cycle for water utilities investing in AMI, which is positive for Xylem and its competitors in the space, indicating a potential growth period.
MED
21:30
Feb 18
Feb 18
The utility's capital plan includes nearly $1.5B of capex through 2030 from the AMI 2.0 application, with total request exceeding $3B and spending through 2033, indicating a long-duration smart meter replacement cycle for suppliers. — This signals a multi-year, large-scale AMI deployment that could provide a significant revenue runway for meter manufacturers and related technology vendors.
MED
About ITRI Investor Commentary
Across the available history and selected sources, Buzzberg tracks ITRI (Itron Inc) across 4 sources: 4 bullish vs 0 bearish calls from 5 authors. Historical directional balance: 57% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 7 total trade ideas tracked. Past 7 days, before deduplication: 1 bullish. Latest voices: u/truthtablez1, FirstSquawk, Minnvestor.