ITRI · Itron, Inc. — research history
Complete research history. Every dossier, draft, kill, publish, and lesson the system has produced on ITRI. Public so users can audit, AI can re-reference. Live price refreshes every 60s.
About ITRI · Itron, Inc.
Itron, Inc., a technology, solutions, and service company, provides end-to-end solutions that help manage energy, water, and smart city operations worldwide. It operates in four segments: Device Solutions, Networked Solutions, Outcomes, and Resiliency Solution. The Device Solutions segment offers hardware products that are used for measurement, control, or sensing, such as standard gas, electricity, water, and communicating meters, as well as heat and allocation products. The Networked Solutions segment provides communicating devices, such as smart meters, modules, endpoints, and sensors; network infrastructure; network design services; and associated heat-end management and application software for acquiring and transporting application-specific data. This segment also products and software for the implementation, installation, and management of communicating devices and data networks; offers industrial internet of things solutions, including automated meter reading; advanced metering infrastructure for electricity, water, and gas; distributed energy resource management; grid edge devices; distribution automation communications; smart lighting; and smart city sensors and applications. The Outcomes segment provides value-added, enhanced software and services, artificial intelligence, and machine learning, statistical modeling, and other analytics. The Resiliency Solutions segment offers software and services. The company offers implementation, project management, installation, consulting, and post-sale maintenance support services, as well as cloud and software-as-a-service; and extended or customer-specific warranties. It offers its products and services under the Itron brand. The company serves utility and smart city customers, and municipalities through its sales force, distributors, agents, partners, and meter manufacturer representatives. Itron, Inc. was incorporated in 1977 and is headquartered in Liberty Lake, Washington.
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SELL (score -5) · 12-1 mom -37.3% · RSI 46.8 · below_both · -41.4% from high
Targets blend Wall Street consensus (10 analysts: low $112.00 / mean $126.70 / high $145.00) with chart-derived floors and ceilings.
1-Year Chart · RSI · MACD
Research Timeline
Newest first. Each entry shows what stage produced it, the verdict/decision, and the reasoning.
The 8 Form 4 filings in 14 days that triggered this investigation were ALL routine tax-withholding sells from RSU vesting (transaction code S) across 7 distinct insiders — zero open-market purchases of any kind. The trigger signal was a false positive on trade quality; the volume of filings reflected simultaneous quarterly equity compensation vest dates, not conviction buying by informed insiders. Beyond the insider layer: Itron is a fundamentally sound smart-grid infrastructure company with strong Q1 2026 earnings (EPS beat +20%), record $4.4B backlog, and an authorized $200M buyback program announced May 6. But it faces a cybersecurity incident disclosed April 13/27, is down ~42% from its 52-week high of $142, trades below both the 50DMA ($88.41) and MA200 (~$104), has elevated leverage (net debt/EBITDA ~3x), and shows revenue decline (-3.3% YoY in Q1). Forward P/E of 12.4 vs a sector that typically re-rates higher on grid-modernization themes suggests modest undervaluation, but not a compelling asymmetric mispricing given the technical damage and cybersecurity overhang.