Itron Inc ITRI

Itron, Inc. proporciona servicios de energía, agua, ciudades inteligentes, Internet Industrial de las Cosas (IIoT) e infraestructura inteligente. La empresa opera en tres segmentos. El segmento de Soluciones de Dispositivos incluye principalmente productos de hardware utilizados para medición, control o detección. Su segmento de Soluciones de Red incluye principalmente una combinación de dispositivos de comunicación, infraestructura de red y software de gestión de cabecera y aplicaciones asociadas diseñadas y vendidas como una solución completa para adquirir y transportar datos específicos de aplicaciones. Su segmento de Resultados incluye su software y servicios mejorados de valor agregado, inteligencia artificial y aprendizaje automático en los que permite la inteligencia en el borde de la red y gestiona, organiza, analiza e interpreta datos anónimos en bruto para mejorar la toma de decisiones. También se dedica a incrustar datos en tiempo real de alta resolución en el borde de la red en el proceso de planificación, operaciones e ingeniería de la red. Sus soluciones incluyen tecnología, software y servicios.

• Zacks Investment Research 29 sept

  Are Investors Undervaluing Itron (ITRI) Right Now?

  Itron (ITRI) is identified as a compelling value investment opportunity, holding a Zacks Rank #2 (Buy) rating and an A grade for Value. The company's valuation metrics—including a Forward P/E of 19.59 (below industry average of 24.52), P/B ratio of 3.37 (versus industry average of 4.33), and P/CF ratio of 16.89 (compared to industry average of 26.66)—suggest the stock is undervalued relative to its earnings outlook.

  

• Zacks Investment Research 18 sept

  Is Itron (ITRI) a Buy as Wall Street Analysts Look Optimistic?

  The article examines the reliability of Wall Street analyst recommendations versus Zacks Rank for stock selection. Using Itron (ITRI) as an example with a Buy-equivalent average brokerage recommendation (ABR) of 1.45, the piece argues that brokerage recommendations suffer from positive bias due to institutional conflicts of interest. In contrast, Zacks Rank, which is based on earnings estimate revisions, has demonstrated superior predictive power for near-term stock price movements. Itron received a Zacks Rank #1 (Strong Buy) rating based on recent earnings estimate revisions.

  

• GlobeNewswire Inc. 16 sept

  Itron Introduces IEE Cloud AI, Enabling Grid Edge Use Cases from a Trusted Data Foundation

  Itron announced the launch of IEE Cloud AI, a cloud-native evolution of its Meter Data Management platform integrated with its Intelligent Edge Operating System. The solution offers utilities AI-enabled workflows, near real-time data processing, and scalability to transform meter and grid edge data into actionable intelligence. Available globally in January 2027, it aims to reduce IT complexity and unlock greater value from advanced metering infrastructure investments.

  

• GlobeNewswire Inc. 11 sept

  Smart Metering in Latin America and the Caribbean - 3rd Edition Market Analysis and Forecasts to 2030

  Smart metering in Latin America and the Caribbean is experiencing significant growth, with the installed base of smart electricity meters forecast to increase from 17.3 million units in 2024 to 61.3 million units by 2030, representing a 23.5% compound annual growth rate. Brazil and Mexico are leading the market, accounting for over 65% of annual meter demand. Key drivers include grid modernization efforts, electricity theft reduction, and supportive government policies. Major utilities like Cemig, COPEL, Enel, and CPFL are expanding investments in advanced metering infrastructure.

  

• Zacks Investment Research 27 ago

  Why Is Itron (ITRI) Down 3.4% Since Last Earnings Report?

  Itron reported Q2 2026 non-GAAP EPS of $1.59, beating estimates by 22.3%, and raised full-year 2026 earnings guidance to $6.3-$6.5 from $5.75-$6.25. Despite a 7% year-over-year revenue decline to $563 million due to project timing in the Networked Solutions segment, the company demonstrated strong operational improvements with gross margin expansion of 460 basis points. Management expects Q3 revenue of $590-$600 million and reaffirmed full-year revenue guidance of $2.37-$2.41 billion with back-end loaded growth. Zacks assigned the stock a Rank #2 (Buy) rating.