Itron (ITRI) to Release Earnings on Tuesday

Itron (NASDAQ:ITRI) is expected to be posting its Q4 2025 results before the market opens on Tuesday, February 17th. Analysts expect Itron to post earnings of $2.19 per share and revenue of $561.3060 million for the quarter. Individuals are encouraged to explore the company’s upcoming Q4 2025 earning overview page for the latest details on the call scheduled for Tuesday, February 17, 2026 at 10:00 AM ET.

Itron Trading Down 6.7%

ITRI opened at $89.36 on Friday. The stock has a market capitalization of $4.09 billion, a PE ratio of 16.07, a P/E/G ratio of 0.51 and a beta of 1.48. Itron has a one year low of $88.57 and a one year high of $142.00. The company has a debt-to-equity ratio of 0.46, a quick ratio of 1.91 and a current ratio of 2.17. The business’s 50 day moving average price is $97.75 and its 200 day moving average price is $111.10.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on ITRI. Oppenheimer lowered their price target on Itron from $145.00 to $125.00 and set an “outperform” rating for the company in a report on Tuesday, January 27th. Argus reiterated a “hold” rating on shares of Itron in a research report on Tuesday, November 4th. Wall Street Zen downgraded shares of Itron from a “buy” rating to a “hold” rating in a research note on Wednesday, January 14th. Johnson Rice raised shares of Itron from an “accumulate” rating to a “buy” rating and set a $130.00 price objective for the company in a research report on Monday, January 5th. Finally, Zacks Research lowered Itron from a “hold” rating to a “strong sell” rating in a research report on Wednesday, January 28th. Seven analysts have rated the stock with a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Itron has a consensus rating of “Hold” and an average target price of $136.10.

Key Stories Impacting Itron

Here are the key news stories impacting Itron this week:

• Positive Sentiment: Itron announced a partnership with Toumetis and a Southern California utility to reduce wildfire risk and speed outage restoration — a commercial win that validates demand for its wildfire-analytics and grid-resiliency offerings and could support future recurring revenue in high-growth, regulatory-driven markets. Itron and Toumetis Team Up with Southern California Utility
• Positive Sentiment: Coverage highlights California grid projects that tie Itron’s wildfire analytics to longer-term growth, reinforcing the company’s exposure to utility modernization and resilience spending. This narrative supports a multi-year revenue opportunity even if near-term results fluctuate. Itron’s California Grid Projects Tie Wildfire Analytics To Long Term Growth
• Positive Sentiment: Industry pieces argue Itron is repositioning as a grid-edge intelligence leader in wildfire-prone markets — a strategic shift that, if executed, could improve margins and create higher-value service opportunities. Is Itron Quietly Repositioning as a Grid-Edge Intelligence Leader?
• Neutral Sentiment: Q4 2025 earnings previews are circulating ahead of results — these create a near-term catalyst (earnings beat/miss) but are currently informational rather than directional. Itron Q4 2025 earnings preview
• Neutral Sentiment: An Itron senior VP sold a small block (142 shares) on Feb. 11 — disclosed insider selling but immaterial in size relative to holdings and market cap. SEC Form 4 — Insider Sale
• Neutral Sentiment: Published short-interest figures in recent feeds appear inconsistent (showing zeros/NaN) and should be treated cautiously — no clear, reliable short-interest signal from these entries.
• Negative Sentiment: Guggenheim turned more bearish on Itron (downgrade/neutral action reported), which likely pressured the stock and increased trading activity today; analyst downgrades often trigger re-rating and higher near-term volatility. Guggenheim downgrades Itron (ITRI)

Insider Buying and Selling at Itron

In other Itron news, SVP Justin K. Patrick sold 379 shares of Itron stock in a transaction dated Monday, November 24th. The stock was sold at an average price of $96.51, for a total transaction of $36,577.29. Following the completion of the sale, the senior vice president directly owned 20,382 shares of the company’s stock, valued at $1,967,066.82. The trade was a 1.83% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, SVP Christopher E. Ware sold 343 shares of the stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $96.51, for a total value of $33,102.93. Following the completion of the transaction, the senior vice president owned 18,774 shares in the company, valued at approximately $1,811,878.74. The trade was a 1.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 3,113 shares of company stock worth $301,678. 1.45% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Itron

Several hedge funds have recently added to or reduced their stakes in ITRI. Northwestern Mutual Wealth Management Co. lifted its position in shares of Itron by 343.6% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 346 shares of the scientific and technical instruments company’s stock worth $46,000 after buying an additional 268 shares during the last quarter. M&T Bank Corp raised its stake in Itron by 10.0% during the 2nd quarter. M&T Bank Corp now owns 2,141 shares of the scientific and technical instruments company’s stock worth $282,000 after acquiring an additional 194 shares in the last quarter. EverSource Wealth Advisors LLC lifted its position in Itron by 25.3% in the second quarter. EverSource Wealth Advisors LLC now owns 401 shares of the scientific and technical instruments company’s stock valued at $53,000 after acquiring an additional 81 shares during the last quarter. Jump Financial LLC acquired a new position in Itron in the second quarter valued at $1,609,000. Finally, Cerity Partners LLC grew its holdings in shares of Itron by 10.2% during the second quarter. Cerity Partners LLC now owns 5,431 shares of the scientific and technical instruments company’s stock worth $715,000 after purchasing an additional 503 shares during the last quarter. 96.19% of the stock is currently owned by hedge funds and other institutional investors.

About Itron

Itron, Inc (NASDAQ: ITRI) is a global technology company that develops innovative solutions to measure, manage and analyze the use of energy and water. Its comprehensive portfolio includes smart meters, data collection devices, communication networks and advanced software applications designed to optimize utility operations and foster sustainable resource management. The company’s offerings enable utilities and cities to accurately monitor consumption patterns, streamline billing processes and improve grid reliability.

Itron’s product lineup spans a range of hardware and software solutions, from residential and commercial smart meters to meter data management systems (MDMS), networked communication platforms and analytics tools.