Itron, Inc. (ITRI)

Itron's stock has trended down by 16.93% in the past six months. Key events include the Q3 2025 earnings report where EPS surpassed forecasts but revenue fell year-over-year, expanded partnerships with Microsoft, Snowflake, and PG&E, Tucson Water deployed Itron's smart water system, and Itron teamed up with Toumetis to reduce wildfire risk. An Itron SVP sold shares in December 2025, and analyst ratings shifted from a consensus of "Moderate Buy" to a downgrade by Zacks Research to "Strong Sell".

Demand for Itron's products and services exhibits some seasonal variation, particularly with demand response programs related to air conditioner and electric water heater load. Itron utilizes machine learning algorithms to account for these monthly variations when providing curtailable load forecasts.

Itron, Inc. is an American technology company specializing in energy and water resource management solutions. Founded in 1977, it focuses on providing intelligent infrastructure solutions for utilities and cities. Itron provides electricity, gas, and water meters, advanced metering infrastructure (AMI), smart grid communication systems, software and services including cloud-based SaaS for data analytics, IoT-enabled devices, and resiliency solutions.

Itron serves a global customer base, primarily utilities and municipalities. The company has expanded internationally through partnerships for smart metering projects, serving 4,200 utility companies across 100 countries with its communication technologies.

Itron maintains a strong brand reputation as a global leader in energy, water, smart city, IIoT, and intelligent infrastructure services. The company has showcased advancements in Grid Edge Intelligence and Resiliency Solutions, and recent partnerships with major entities bolster its reputation. No specific negative events significantly impacted Itron's brand reputation in the past year were prominently highlighted.

Itron is a publicly traded company on NASDAQ with ownership distributed among institutional, insider, and retail investors. Institutional investors hold a significant majority of the shares, ranging from approximately 59.03% to 96.19%. Major institutional owners include BlackRock, Inc. and The Vanguard Group, Inc. Scopia Capital Management LP is the largest individual shareholder, owning 8.40 million shares, representing 18.34% of the company.