Stock events for Itron, Inc. (ITRI)
Itron's stock price has been impacted by several events in the past six months. Positive Q4 2025 earnings led to a stock price increase. Itron announced and priced an upsized convertible senior notes offering. Strategic acquisitions of Locusview and Urbint were announced, expected to contribute revenue but initially cause EPS dilution. Several company insiders sold shares. Analyst ratings were mixed, with downgrades from Wall Street Zen and Weiss Ratings, but Oppenheimer increased its price objective. Slower regulatory approvals and geopolitical uncertainty have also weighed on the stock. Itron announced a collaboration with NVIDIA and extended its partnership with Ausgrid.
Demand Seasonality affecting Itron, Inc.’s stock price
Itron's bookings generally experience a seasonal low in the first quarter. The company maintains its full-year outlook for a book-to-bill ratio of 1:1 or greater.
Overview of Itron, Inc.’s business
Itron, Inc. is a technology and services company focused on energy and water resource management, operating within the Information Technology sector. The company is segmented into Device Solutions, which includes hardware products like smart meters and sensors; Networked Solutions, involving communication infrastructure for data collection; and Outcomes, focusing on AI-driven data analytics and services. In late 2025, Itron formed a new "Resiliency Solutions" segment through strategic acquisitions.
ITRI’s Geographic footprint
Itron has a global presence, serving customers in over 100 countries. The company has expanded internationally through partnerships for smart metering projects in regions such as Europe, the Middle East, Africa, and Fiji. North America accounts for a significant portion of its sales.
ITRI Corporate Image Assessment
Itron has a strong brand reputation for innovation and reliability in the energy and water management sectors. The company enhances its reputation through strategic collaborations and is recognized for its contributions to clean energy manufacturing and innovation.
Ownership
Itron's shareholder base is predominantly institutional investors, including BlackRock, Inc., Vanguard Group Inc, and Invesco Ltd. Institutional investors collectively hold a substantial portion of the company's shares. Insider ownership accounts for a smaller percentage of the shares. Scopia Capital Management LP is a significant individual shareholder.
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$97.88
