On May 5, 2025, Piper Sandler analyst Kashy Harrison made an update regarding Itron (ITRI, Financial)
maintaining a "Neutral" rating for the stock
the firm adjusted its price target for Itron
The price target for Itron (ITRI, Financial) was lowered from $124.00 to $121.00
This adjustment reflects Piper Sandler's reassessment of Itron's market position and future potential
as indicated by the current price target in USD
Investors continue to monitor Itron (ITRI, Financial) for its performance and response to market conditions
Itron (ITRI) remains under a "Neutral" rating by Piper Sandler
Based on the consensus recommendation from 15 brokerage firms, Itron Inc's (ITRI, Financial) average brokerage recommendation is currently 1.9
HSINCHU, April 25, 2025 /PRNewswire/ -- The Industrial Technology Research Institute (ITRI) was officially honored at the 2025 Top 100 Global Innovators Award Ceremony hosted by Clarivate in Taipei
Among more than 1.1 million global organizations
ITRI is one of only three research institutions worldwide to earn a spot on the list
reaffirming its leadership in Asia-Pacific and its commitment to technology innovation
13 organizations from Taiwan were named to the Top 100 Global Innovators list
and Foxconn—setting a new national record and placing Taiwan third in the number of awardees
the Clarivate Top 100 Global Innovators list recognizes organizations with consistent
This recognition highlights ITRI's excellence across indicators such as patent uniqueness
"Among the Top 100 Global Innovators of 2025
ITRI stands out as the only government and academic research organization in the Asia-Pacific region
This marks the ninth year that ITRI has been recognized as a Top 100 Global Innovator
and it is the eighth consecutive year of this honor
demonstrating its consistent influence in intellectual property and innovation research worldwide
Many of ITRI's patents have driven advancements across diverse sectors
leaving a significant impact on the global innovation ecosystem."
"In a rapidly evolving global technology landscape
we're solving real-world challenges and deepening Taiwan's technological edge," said Edwin Liu
he emphasized the significance of connecting technology to the market
stating that ITRI has partnered with over 40 financial institutions and the Small & Medium Enterprise Credit Guarantee Fund of Taiwan (TSMEG) to promote intangible asset monetization
ITRI established the Intellectual Property Innovation Corporation (IPIC) to build a robust patent pool that secures key technology patents
helping companies mitigate patent litigation risks and tap into the global market
ITRI also developed an AI system to streamline the patent analysis process for the information and communications technology industry
The system is capable of evaluating over 400,000 global standard-essential 5G patents and specifications developed by the 3rd Generation Partnership Project (3GPP) and the European Telecommunications Standards Institute (ETSI) to reduce IP-related risks and improve decision-making efficiency
Read the full report to explore Clarivate's Top 100 Global Innovators 2025
Industrial Technology Research Institute (ITRI) is one of the world's leading technology R&D institutions aiming to innovate a better future for society
ITRI has played a vital role in transforming Taiwan's industries from labor-intensive into innovation-driven
it has launched its 2035 Technology Strategy and Roadmap that focuses on innovation development in Smart Living
Over the years, ITRI has been dedicated to incubating startups and spinoffs, including well-known names such as UMC and TSMC. In addition to its headquarters in Taiwan, ITRI has branch offices in the U.S., Germany, Japan, and Thailand in an effort to extend its R&D scope and promote international cooperation across the globe. For more information, please visit https://www.itri.org/eng
Annie WuOffice of Marketing Communications, ITRI+886-3-591-8406[email protected]
SOURCE Industrial Technology Research Institute
The Industrial Technology Research Institute (ITRI) hosted the 2025 ITRI Net Zero Day
with a focus on energy efficiency across the forum sessions..
The Industrial Technology Research Institute (ITRI) secured an impressive seven awards at the 2025 Edison Awards™ with its cutting-edge technological ..
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Itron (ITRI, Financial) has introduced an innovative Solar Battery Access Point designed to deliver dependable network connectivity in locations lacking traditional mesh networks
which operates on solar power and a battery
represents a significant advancement by combining Itron’s long-standing expertise in battery-powered technology and its proven Intelligent Connectivity solutions
Targeted at transforming networking capabilities within the gas and water sectors
the Solar Battery AP is expected to be made available across North America in the latter half of 2025
Interested parties can catch a glimpse of this pioneering product at Itron’s booth
during the American Gas Association Operations Conference scheduled from May 4 to 8 in Colorado
For the complete transcript of the earnings call, please refer to the full earnings call transcript
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Itron (ITRI) reported revenue of $607.15 million
The reported revenue compares to the Zacks Consensus Estimate of $614.27 million
The company delivered an EPS surprise of +16.92%
with the consensus EPS estimate being $1.30
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move
some key metrics always offer a more accurate picture of a company's financial health
Since these metrics play a crucial role in driving the top- and bottom-line numbers
comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance
Here is how Itron performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
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Itron, Inc. (ITRI) : Free Stock Analysis Report
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Piper Sandler has revised its price target for Itron (ITRI, Financial)
reducing it from $124 to $121 while maintaining a Neutral rating on the stock
The firm observed that Itron began 2025 positively
surpassing market expectations with an 8% and 17% increase in EBITDA and EPS
This achievement was attributed to record-level margins within the Devices segment
which compensated for a slight shortfall in revenue
Itron's management indicated that these impressive margins might not set a new standard; however
they anticipate maintaining high-20% margins in the segment through 2027
Itron anticipates a $15 million net EBITDA impact due to tariffs
expected predominantly in the second half of the year as the company works through its current inventory reserves
Baird analyst Ben Kallo has boosted the price target for Itron (ITRI, Financial) from $132 to $137
while maintaining an Outperform rating on the stock
This adjustment comes after the firm updated its financial model in response to robust first-quarter results
For the complete transcript of the earnings call, please refer to the full earnings call transcript
GAAP Net Income: $65 million or $1.42 per diluted share
compared to $52 million or $1.12 per share in the prior year
Q2 Revenue Outlook: $605 million to $615 million
Q2 Non-GAAP EPS Outlook: $1.30 to $1.40 per diluted share
Warning! GuruFocus has detected 3 Warning Sign with ITRI.
For the complete transcript of the earnings call, please refer to the full earnings call transcript
Itron Inc (NASDAQ:ITRI) reported a strong first quarter with revenue of $607 million
The company achieved a record gross margin of 35.8%
driven by favorable product mix and operational efficiencies
Itron Inc (NASDAQ:ITRI) has a substantial backlog of $4.7 billion
indicating strong future demand and stability
The Outcomes segment showed impressive growth
with a 14% year-over-year increase in revenue
driven by increased recurring revenue and software licenses
The company is well-positioned to navigate macroeconomic uncertainties due to its strategic focus and operational execution
Bookings for the first quarter were $530 million
which may indicate a potential slowdown in future orders
with an estimated EBITDA impact of $15 million for the year
Device Solutions revenue was down 1% year-over-year
indicating potential challenges in this segment
The Network Solutions segment experienced a slight decrease in gross margin due to product mix
There is uncertainty regarding the macroeconomic environment and trade policies
which could potentially affect customer demand and overall business performance
Q: Can you provide more details on the expected EBITDA impact of tariffs and how it affects your full-year guidance
mentioned that it's premature to update the full-year guidance
The first quarter was ahead of expectations
and the second quarter is also expected to be strong
The $15 million EBITDA impact from tariffs is being managed through mitigation measures
but it's too early to adjust the full-year outlook
Q: What are your expectations for the Device Solutions segment margins going forward
stated that while it's premature to update long-term targets
the segment is performing ahead of expectations
The margins may vary quarter-to-quarter due to seasonal factors
but the company is pleased with the progress in the devices business
Q: How should we interpret the removal of the 12-month backlog from your investor presentation
A: Thomas Deitrich explained that the removal was to avoid confusion as it fluctuates significantly
The overall demand environment remains strong
and the company is confident in its current trajectory despite macroeconomic uncertainties
Q: Can you discuss the regulatory environment for capitalizing software in the rate base
A: Thomas Deitrich noted that the regulatory environment is constructive
with many states allowing performance-based rates
The company structures deals to align with customer business plans
and the outcomes segment has seen consistent double-digit growth
Q: What is the timing of your tariff mitigation efforts
and how should we think about their impact
A: Thomas Deitrich indicated that most of the $15 million net tariff impact is expected in the back half of the year
This is due to the timing of pricing adjustments
Q: How do your grid edge intelligence solutions help in blackout situations like the recent one in Spain and Portugal
A: Thomas Deitrich explained that their solutions provide visibility and control at the grid edge
aiding in segmentation and microgrid solutions
While the Spain and Portugal blackout was more transmission-related
their technologies can help minimize damage and restore power faster
what are your priorities for capital deployment
A: Joan Hooper stated that the priority is finding acquisitions that enhance software content and drive outcomes growth
The company is actively exploring opportunities
Q: Can you elaborate on the mix between setup and recurring revenues in the Outcomes segment
A: Thomas Deitrich mentioned that recurring revenue was about 70% in Q1
which is slightly lower than their ultimate goal of 80%
but the focus remains on increasing recurring revenue
This article first appeared on GuruFocus
Market status is not available at the moment Error while retrieving data
Itron (ITRI, Financial) reported first-quarter revenue of $607 million
which fell short of the anticipated $614.45 million
the company experienced stronger-than-expected growth in both margins and earnings during this period
This positive performance stemmed from a favorable product mix and effective execution strategies
largely driven by the need for improved grid efficiency
As utilities increasingly adopt advanced technologies
Itron continues to lead in delivering scalable grid edge intelligence solutions
For the complete transcript of the earnings call, please refer to the full earnings call transcript
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Itron, Inc. (NASDAQ:ITRI) Q1 2025 Earnings Call Transcript May 1
Operator: Good day and thank you for standing by
Welcome to Itron’s First Quarter 2025 Earnings Conference Call
all participants are in a listen only mode
there will be a question-and-answer session
[Operator Instructions] Please note that today’s conference is being recorded
I will now hand the conference over to your speaker host
Paul Vincent: Good morning and welcome to Itron’s First Quarter 2025 Earnings Conference Call
Itron’s President and Chief Executive Officer; and Joan Hooper
Senior Vice President and Chief Financial Officer will review Itron’s first quarter results and provide a general business update and outlook
the company issued a press release announcing its results
This release also includes details related to the conference call and webcast replay information
Accompanying today’s call is a presentation that is available through the webcast and on our corporate website
the call will open for questions using the process the operator described
a reminder that our earnings release and financial presentation include non-GAAP financial information that we believe enhances the overall understanding of our current and future performance
Reconciliations of differences between GAAP and non-GAAP financial measures are available in our earnings release and on our Investor Relations website
We will be making statements during this call that are forward-looking
These statements are based on current expectations and assumptions that are subject to risks and uncertainties
Actual results could differ materially from these expectations because of factors that were presented in today’s earnings release and comments made during this conference call
as well as those presented in the Risk Factors section of our Form 10-K and other reports and filings with the Securities and Exchange Commission
estimates or forward-looking statements are made in a good faith attempt to provide appropriate insight to our current and future operating and financial environment
may materially change and we do not undertake any duty to update any of our forward-looking statements
Good morning and thank you for joining our call
Itron performed well during the first quarter
as favorable product mix and continued strong execution supported margin expansion and earnings growth ahead of expectations
The team is focused on the execution of our strategy and the results from the past quarter further demonstrate its effectiveness
Financial highlights for the first quarter are detailed on Slide 4 and include revenue of $607 million
The record gross margin and strong earnings growth were driven by our disciplined manufacturing and the ability to meet our customers’ core needs for robust solutions for their mission-critical operating challenges
Customer demand for our solutions is driven by the breadth of our offerings
particularly customer adoption of Itron’s grid edge intelligence platform
Our customers are benefiting from increased distribution capacity
improved infrastructure agility and enhanced reliability of successful scale deployments
Bookings in the first quarter of $530 million were in line with our expectations and equate to a book-to-bill of 0.9:1 for the quarter
This is an increase of $169 million when compared to last year
our $4.7 billion backlog at quarter end remained near record levels
The Network Solutions and Outcomes segments continue to dominate our bookings
representing over 95% of our total backlog
Deployment of distributed intelligence solutions also continued during the quarter
And by quarter end we have shipped 14.4 million distributed intelligence capable endpoints with another $10-plus million in backlog
Some of the key bookings for the quarter include a major project with long-time customer FirstEnergy
which will expand infrastructure to detect and locate outages more quickly and enhance data management solutions
These improvements will provide consumers with more detailed information enabling them to better understand and control their energy usage
Itron will support a grid modernization project for public service company of New Mexico
the state’s largest electricity provider
This project will deliver several benefits including distributed intelligence capabilities to enhance efficiency
resilience and security of PNM’s operation
It will also enable real-time energy usage information for consumers and improve the integration of distributed energy resources
Before I turn the call over to Joan to cover the financials
I want to briefly discuss the tariff landscape from both a demand and bottom line perspective
we have not seen a change in customer behavior to this point
While we are mindful that prolonged uncertainty could ultimately impact demand
our customers currently remain focused on addressing the critical needs in the management of energy and water
our regional supply strategy is serving us well
The great majority of our global manufacturing is done regionally
we do import components from global sources with Mexico being the largest country of origin for components used in US products
Our Mexico imports are generally USMCA compliant and currently not subject to tariffs
The EBITDA impact for the year under the current tariff protocol is estimated to be approximately $15 million net of mitigation measures such as alternate sourcing and pricing adjustments
It is important to note that the tariff environment is extremely dynamic and the current estimate may change
we remain balanced and well positioned to drive our business forward
Now Joan will provide details for our first quarter and our outlook for the second quarter
Please turn to Slide 7 for a summary of consolidated GAAP results
First quarter revenue of $607 million increased 1% year-over-year
Recall that Q1 of 2024 included a significant amount of previously supply-constrained revenue
Gross margin of 35.8% was a quarterly record and was 180 basis points higher than last year due to a favorable product mix and operational efficiencies
GAAP net income of $65 million or $1.42 per diluted share compared to $52 million or $1.12 per share in the prior year
The improvement was driven by higher levels of operating and interest income
non-GAAP operating income of $80 million increased 19% year-over-year
Adjusted EBITDA of $88 million increased 15%
and our EBITDA margin of 14.5% was a company record
Non-GAAP net income for the quarter was $70 million or $1.52 per diluted share versus $1.24 a year ago
Free cash flow was $67 million in Q1 versus $34 million a year ago
This improvement reflects strong year-over-year operational earnings growth
increased interest income and improved working capital
Year-over-year revenue growth by business segment is on Slide 9
Network Solutions revenue decreased 1% year-over-year
primarily due to a higher-than-normal Q1 2024 level
which included the catch-up of previously constrained revenue
Moving to the non-GAAP year-over-year EPS bridge on Slide 10
Our Q1 non-GAAP EPS of $1.52 per diluted share increased $0.28 year-over-year
Pretax operating performance contributed a $0.40 per share increase
primarily driven by the fall-through of higher gross profit
Higher tax expense had a negative year-over-year impact of $0.11 per share and FX and share count had a negative impact of $0.01 per share
I’ll review Q1 segment results compared with the prior year
This segment’s product portfolio continues to shift away from legacy electric products towards smart water sales
which helped drive gross margin of 30% and operating margin of 24.2%
Gross margin increased 630 basis points year-over-year and operating margin was up 710 basis points due to favorable product mix and lower operating expenses
Network Solutions revenue was $403 million with gross margin of 36.9% and operating margin of 28.8%
Gross margin decreased 20 basis points year-over-year due to product mix
but operating margin increased 20 basis points due to lower operating expenses
gross margin was 39.2% and operating margin was 18.2%
Gross margin increased 410 basis points year-on-year and operating margin was up 510 basis points due to a higher margin revenue mix and operating leverage
I’ll review liquidity and debt at the end of the first quarter
Total debt was $1.265 billion and net debt was $142 million
net leverage was 0.4x and cash and equivalents were $1.1 billion
Now please turn to Slide 15 for our second quarter outlook
We anticipate Q2 revenue to be within a range of $605 million to $615 million
which at the midpoint is flat versus last year
We anticipate second quarter non-GAAP earnings per share to be within a range of $1.30 to $1.40 per diluted share
which at the midpoint is approximately 12% year-over-year growth
Although macroeconomic and trade policy uncertainty has increased over the past quarter
Itron is well positioned to navigate near-term uncertainty
Our results over the past two-plus years clearly demonstrate that our strategic focus and operational execution aligns with the needs of our customers
Our portfolio provides clear value to utilities and cities facing numerous environmental operational and consumer challenges
Periods of uncertainty and disruption favor the well prepared
Our multiyear efforts to optimize our factory footprint and portfolio strengthen our supply chain resilience and grow recurring revenue have positioned us to capitalize on future opportunities
We expect to strengthen our industry leadership through continued deployment of innovative solutions ensuring that Itron remains a partner of choice for utilities and cities well into the future
[Operator Instructions] And our first question is coming from the line of Noah Kaye with Oppenheimer
It’s obviously the topic in focus this earnings season
Tom I appreciate you dimensioning the expected EBITDA impact of the tariffs for this year
If my math is right kind of call that maybe $0.25 impact to the bottom-line
I know you don’t typically update full year guidance until 2Q
But just given the strength of 1Q and what you’re expecting for 2Q are you messaging here that despite sort of these net impacts of the tariffs you still feel comfortable with the full year guide
You’re already going to be over halfway to meeting the midpoint as we get through 2Q
I would say that it’s probably premature to update our full year guidance
Our normal practice is to do it after we announce second quarter earnings
I would put it in context though and say that first quarter ahead of expectations on the bottom-line and so is the second
We are cognizant that tariffs are out there and I suppose they could change from what we see today
But it’s all in the mix of where we are
So I would say it’s a little premature to update the full year at this point
The only thing I would add is if you look at where the EPS consensus set prior to us announcing today and then look at our Q2 guidance for the first half of the year the EPS for Q1 plus the midpoint of the guidance we just gave for Q2 is up 10% versus where the consensus had been
So there’s puts and takes obviously as we go through the year
I think you called out Joan that those record margins for the segment and certainly mix shift is a factor
We’re now I think meaningfully above kind of the long-term gross margin target for the segment
How should we think about kind of the right level for segment margins going forward
I mean again it’s a little premature to update the targets we had for 2027
They are absolutely ahead of where we expected them to be and have done a great job kind of pruning the portfolio and shifting the mix
So premature to say is it always going to be 30%
You’re still going to get variability from quarter-to-quarter
We have a heat and allocation business that tends to have its highest seasonal quarter in Q1 that has better margins than average
So it’s going to bump around a little bit
we’re very pleased with the progress in the devices business
Our next question coming from the line of Ben Kallo with R.W
My first question was just on the 12-month backlog that you took out of there
Or how should we think about coverage for the next four quarters or the rest of the year
I wouldn’t read anything into it at all
We took it out of the investor presentation as we didn’t think it was all that much
It was probably confusing people more often than not because it does bounce around quite a bit
More broadly though getting to your real question
the outlook that we have in front of us still looks good
The demand environment has not changed over the last 90 days
Opportunities are still there and we feel good about the track that we’re on
Our customers are very much focused on dealing with the urgency of the issues that are in front of them
The only caveat I would put on that is I suppose the macro environment could drag things down later on in the year and that’s the uncertainty that we and probably every other company faces
But I like the ZIP code we’re in and the trajectory looks good
My follow-up and I get this question a lot is just on the regulatory environment state-by-state in the United States allowing software to be capitalized or put in the rate base
And just — anything you could talk about that or other ways that utilities are moving forward with buying software from you guys
Because in the past it seemed like that was a harder sell as opposed to the network
So anything you could talk about if it’s region specific that would be helpful as well
So outcomes growth for us was up 14% year-over-year
That’s I think our fourth quarter in a row of double-digit year-over-year growth probably seven out of the last eight quarters double digits
So it’s absolutely happening and we are obviously anxious to keep that trajectory going if not accelerate it
When it comes to the regulatory environment
we’ve got to structure the deals in the right way to make sure that it works for our customers’ business plan as well as ours
There are ways to have those purchases be included in rate bases most of the time
And indeed that’s what you see flowing through our P&L
It depends on the state and that’s the plumbing that they’ve got to work through on their side
Oftentimes it is in the form of term licenses over a certain period of time
It could be performance-based rates where I think we’re creeping up on 40 states out of the 50 now allow some sort of performance-based rate
So again the mechanism can vary state-to-state or customer-to-customer
but the trajectory that we’ve seen over the last couple of years has been good
The regulatory environment remains constructive for our customers and we’ll look to continue to support them as they advance on their needs
Our next question coming from the line of Jeff Osborne with TD Cowen
Just maybe two quick ones on the tariff environment
the $15 million is that incorporating just the current 10% tariff
Or does that contemplate any potential changes on July nine to the reciprocal environment
Tom Deitrich: That $15 million net of mitigation measures includes what we do in terms of changing our country of origin on sourcing
But when it comes to the tariff protocol itself it is — what is in effect today is what’s assumed in that
So it does include the USMCA exemption meaning you don’t pay on that the 10% baseline tariffs contribute and then the China tariffs that are pretty high on a percentage basis not that our imports from China are huge
but it doesn’t take a lot to have that contribute to the cost basis itself
Section 232 and the IEEPA emergency power tariffs that are in effect today
I think years ago you used to make your own printed circuit board assemblies in South Carolina and then move that to Mexico
I know you’re not updating guidance but is there — with the mitigation measures is there any increase in CapEx that we should be contemplating
Our CapEx load is pretty stable and it will ride along based on new product introductions and things of that sort but I wouldn’t look for any material change
Is that something that you on a state-by-state basis have to appeal to regulators for or utility does on your behalf
Maybe just walk us through the mechanics there and the risk to that
Tom Deitrich: The pricing that we have in place is really where we have flexibility and some of those tough lessons that we learned back during COVID in terms of how to increase the amount of flexibility we have in terms of the pricing changes we can make along the way
So no change in terms of how we have been operating for the last couple of years
But obviously as the macro environment changes
we’ll make some pricing adjustments accordingly
I’m not aware of any time that customers are going back to the regulators based on that in terms of what has happened to-date
and our next question coming from the line of Hilary Cauley with Guggenheim
looking at this revenue push-out that you had last year I’m trying to recall how much of that was in Q2 and whether you might be able to help us understand what an organic year-on-year comp might look like adjusting for that
really impressive outcome here in terms of the gross and the operating margin for your Outcomes segment
Obviously some of that’s trimming the portfolio and so forth
But how should we think about revenue fall-through in that part of the business going forward
Joan Hooper: So let me start with — I think the first question was
how did the constrained revenue flow through in 2024
We had about $85 million in Q1 and about $40 million in Q2
And then essentially we were caught up by the first half
In terms of – you mentioned portfolio trimming
so that would have been devices more than outcomes
So just to clarify which one you’re looking at
we’re really ahead of where we expected to be
I really can’t promise that we’re going to be at 30% gross margins every quarter but I think certainly high 20s is our expectation
And it flows through nicely because they’ve been trimming their OpEx as well
we’re still looking for that segment to be in the kind of the mid-40s gross margin
And as we’ve talked about quarter-to-quarter you’ll get some variability in that based on the software mix in the quarter
Joe Osha: If I may and thank you for clarifying on the year-on-year comps
they don’t quite imply that you’re going to be at that mid-40s gross margins on the Outcomes segment and you’ve just posted a very impressive result
So I guess my question is can we expect to see this level of improvement in the margins going forward
I should rephrase this level of revenue fall-through going forward and which would imply in fact that you could be at the mid-40s gross margin in outcomes by the end of this year
we don’t really guide by segment but certainly
the year-over-year improvement this year was heavily driven also by how low last year was
So we were in the 40s or so this quarter but we were like mid-30s last quarter
So you get that software mix that distorts things
So certainly we’re looking for the Outcomes segment to continue to grow margins year-on-year and I think they will continue to do that
Our next question coming from the line of Mark Strouse with JPMorgan
Can you just talk about kind of the timing of some of your mitigation efforts whether that’s price increases or kind of moving around component sources
Just trying to get a feel for – I mean obviously tariffs could change this afternoon
But to the extent that the current tariffs remain in place indefinitely just trying to get a sense of how we can think about annualizing that figure going forward
So the $15 million net number that we talked about if I were building a model for the three quarters ahead of us for this year I would put most of that in the back half of the year from a cost perspective
And that’s really based on when various pricing mechanisms kick in
when various country of origin changes are made on the sourcing side and the amount of inventory on hand
a certain amount of inventory was already in our hands when the protocol started
Your point about – yes it could change immediately but there’s usually a little bit of a lag effect before the costs start to come in
There’s a bit in Q2 but more of it is in the back half of the year
Our next question coming from the line of Chip Moore with ROTH Capital Partners
I was in Europe earlier this week and there was obviously a pretty high-profile blackout and I’m sure there’ll be a lot of postmortem to come on that
I’d be curious to maybe get your perspectives on if you think that’s the type of thing that can help shine a light on the need for some of these grid edge solutions
I think that changing the topology of the grid to try to give you better resiliency and reliability is an important part of the value proposition we give to our customers
It takes more than just our piece of it but we certainly can help give you visibility and control out of the edge of the grid and that is helpful
energy efficiency all of these things are what’s wrapped up inside of the platform that we provide and it’s very helpful when it comes to those kinds of situations
I don’t know that I’ve got perfect insight or nor does anyone at this moment as to exactly what happened in Spain and Portugal
That appeared to be much more transmission related rather than distribution related
But even in those particular cases you can certainly limit the amount of damage and get it back online faster when and if something like that should happen by further deployment of grid edge intelligence technologies
On the balance sheet at this rate it looks like you’re going to be in a net cash position in the not-too-distant future
So maybe an update on M&A funnel and just capital deployment more broadly and buyback et cetera
I would say the priority for us is still finding that right acquisition that helps us get more software content and help drive the outcomes growth
So there’s a lot of activity going on
I would say the PEs in particular a lot of them are sitting on assets that are now four
Some of the valuations I think have come down
There are some that don’t necessarily want to accept a down valuation from maybe the peak from several years ago
There’s some medium-sized assets out there as well
So we continue to be very active and that would be our first priority from a capital allocation standpoint
Our next question coming from the line of Austin Moeller with Canaccord
Can you — are you able to talk about the mix between setup and engineering revenues within Outcomes at customer sites versus the recurring subscription licensing revenue that you indicated was substantial in the quarter
If I look at it on a year-over-year basis in Q1 last year compared to this year we had a lot more I will say the better kind of revenue where margins were substantially higher
So the amount of recurring revenue on a quarterly basis bounces around a little bit depending on the exact mix of business but we were right around 70% recurring revenue in Q1 which — that’s maybe on the lower side of where we want to be ultimately is probably closer to 80% is the ultimate trajectory
But again it will bounce around a little bit quarter-to-quarter
And can you talk about how your grid edge intelligence solutions and networked endpoint products could assist in a blackout situation like we saw in Spain and Portugal
Again the Spain and Portugal situation I don’t know that I would want to try to comment too directly on what exactly happened there until the details are out
But a pretty clear example is some of the things that we do already today with — allows utilities to reroute power through distribution automation
if you do have a particular transformer that gets struck by lightning and that the power goes out you can reroute power using the mechanisms that we provide and when we work with partners to be able to do that
The same could be true in a wildfire mitigation kind of scenario
So rather than turning off all of Marin County when the wind kicks up
you can target that quite a bit more closely by having that fine tooth control out at the edge of the grid
Those are the types of solutions that we offer our customers at the distribution edge
Operator: [Operator Instructions] Our next question coming from the line of Scott Graham with Seaport Research Partners
Could you — is there any way you could tell us a little bit more about the $50 million
I know that’s a net number but is it sort of like $30 million
Can you just give us an idea of maybe closer to what the gross is
the mix of our product portfolio will change and that probably means that any number that I would hazard a guess on today would be wrong by tomorrow
So it will ebb and flow a little bit depending on how the mix changes and what deliveries on individuals look like
I think that the right way to think about it is the net number and that’s what would be the impact from a gross margin standpoint
the other question I had was on networking
The organic there I know really set back by last year’s catch-ups
Was the gross margin down because of the comp the catch-up comp
Joan Hooper: It was really just mix and it was not down materially
So that’s noise in the scheme of things
And I’m showing no further questions in the Q&A queue at this time
We look forward to updating you again in another three months
Operator: This concludes today’s conference call
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Itron Inc. (ITRI, Financial) has reported notable financial results for the first quarter of fiscal year 2025
with significant improvements in key metrics despite modest revenue growth
The company achieved a revenue of $607 million
marking a 1% increase from the same period last year
The gross margin expanded by 180 basis points to 35.8%
attributed to a favorable product mix and operational efficiencies
showcasing a $0.28 increase from the prior year
Itron's free cash flow performance was particularly strong
doubling to $67 million from $34 million in the previous year
underscoring effective earnings conversion and robust working capital management
the Outcomes segment led with a 14% increase in revenue
driven by heightened recurring revenue and software licenses
highlighting Itron's strategic focus on higher-margin business aspects
Networked Solutions experienced a 1% decrease due to timing factors
The company reported a total backlog of $4.7 billion
Itron projects revenues between $605 million and $615 million and expects non-GAAP EPS in the range of $1.30 to $1.40
CEO Tom Deitrich highlighted that customer demand has been steady
Itron's leadership in providing grid edge intelligence solutions continues to yield financial benefits
as demonstrated by the improved margins and profitability
Revenues inched up 1% year over year to $607 million, backed by the catch-up of delayed sales in the first quarter of 2024. The Zacks Consensus Estimate was pegged at $614.3 million. The figure also missed management’s guidance ($610-$620 million) owing to weakness across the Device Solutions and Networked Solutions segments amid strength in the Outcomes unit.
However, management highlighted steady customer demand in the first quarter, driven by grid modernization and automation, with Itron’s grid edge solutions supporting strong performance.
Itron, Inc. Price, Consensus and EPS Surprise
Itron, Inc. price-consensus-eps-surprise-chart | Itron, Inc. Quote
Product revenues were $523.1 million (86.2% of total revenues), down 0.9% year over year. Service revenues totaled $84 million (13.8%), up 11.1%.
Itron’s bookings were $530 million and its backlog amounted to $4.7 billion at the end of the reported quarter. Notable first-quarter bookings include a key project with FirstEnergy to improve outage detection, data management and give consumers better energy insights.
In response to the mixed performance, ITRI’s shares declined 2.9% and closed the trading session at $108.05 on May 1. The stock has gained 1% in the past year against the Zacks Electronics-Testing Equipment industry’s decline of 4.9%.
Device Solutions: Revenues generated from this segment were $125.9 million (20.7% of total revenues), which dropped 1% (up 2% in constant currency) due to increased smart water sales, which were partially offset by declining sales in legacy electricity products.
Networked Solutions: Revenues of $402.7 (66.3%) million decreased 1%, largely attributed to the timing of shipments and project deployments. In addition, the prior year’s revenues included catch-up sales previously constrained, creating a tough year-over-year comparison.
Outcomes: Revenues of $78.5 million (13%) improved 14% on a year-over-year basis, driven by higher recurring revenues and increased software license sales.
Itron’s gross margin was 35.8%, which expanded 180 basis points on a year-over-year basis. This improvement was attributed to a more favorable product mix and continued operational efficiencies and cost discipline.
Non-GAAP operating expenses of $137 million fell 0.8% year over year.
Non-GAAP operating income was $80.3 million compared with $67.3 million in the year-ago quarter. The increase was due to improved gross profit and reduced non-GAAP operating costs.
As of March 31, 2025, cash and cash equivalents totaled $1.123 billion compared with $1.05 billion as of Dec 31, 2024. Accounts receivable were $346.6 million.
As of March 31, net long-term debt was $786.1 million compared with $1.24 billion as of Dec 31, 2024.
Itron generated $72 million of cash from operations in the reported quarter compared with $41 million in the prior-year quarter.
In the first quarter, the free cash flow reached $67 million, up from $34 million in the previous year's quarter. The rise in free cash flow was attributed to stronger earnings, better working capital management and increased interest income.
Itron expects revenues to be between $605 million and $615 million, flat at midpoint compared to last year.
Non-GAAP EPS is anticipated to be in the range of $1.30-$1.40, with about 12% growth at the midpoint compared to last year.
Currently, Itron carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1(Strong Buy) Rank stocks here.
Badger Meter, Inc. BMI reported EPS of $1.30 for first-quarter 2025, which beat the Zacks Consensus Estimate by 20.4%. Also, the bottom line compared favorably with the year-ago quarter’s EPS of 99 cents.
In the past year, shares of BMI have gained 18.8%.
Cadence Design Systems CDNS reported first-quarter 2025 non-GAAP EPS of $1.57, which beat the Zacks Consensus Estimate by 5.4%. The bottom line increased 34.2% year over year, exceeding management’s guided range of $1.46-$1.52.
Shares of Cadence have gained 9.6% in the past year.
Woodward, Inc. WWD reported second-quarter fiscal 2025 adjusted net earnings per share (EPS) of $1.69, which increased 4.3% year over year. The figure beat the Zacks Consensus Estimate by 17.4%.
In the past six months, shares of WWD have gained 13.9%.
This article originally published on Zacks Investment Research (zacks.com).
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FORT MYERS, Fla., April 4, 2025 /PRNewswire/ -- The Industrial Technology Research Institute (ITRI) secured an impressive seven awards at the 2025 Edison Awards™ with its cutting-edge technological innovations
holding the highest total by an Asia-based organization this year
This also marks the highest number of wins by the Institute in a single year and extends its winning streak at the Edison Awards™ to nine consecutive years
placing it alongside industry giants like Dow and DuPont
is so consistent in innovating and bringing new products to market
You continue to create to make people's lives better
You're very good about looking at recyclability and breaking down different solutions that ultimately allow for new products to be made
The fact that you've got seven winners this year is a testament to your hard work." said Frank Bonafilia
He also noted that he was impressed by ITRI's innovations such as NaPoGlass
which filters wastewater using recycled LCD glass; the Dual-Phase Hydrogel
which speeds up post-surgical healing; and the Adaptive Cold Energy Management System
which cuts refrigeration energy use by up to 20%
"We are proud to announce ITRI's remarkable achievement at the Edison Awards this year
securing seven out of Taiwan's 18 awards," stated ITRI President Edwin Liu
"Our winning technologies span three critical sectors: AI
and Adaptive Cold Energy Management System
our NaPoGlass removes heavy metal from wastewater
and Low-Carbon Laser H-Beam Welding optimizes construction material production
Dual-Phase Hydrogel accelerates post-surgical recovery
We are proud to see these advancements enter the market
underscoring our commitment to driving commercialization," he added
The Smart Aqua Leak Finder is a portable device that utilizes AI-driven acoustic technology and GPS mapping to detect underground pipe water leaks in three seconds with 98% accuracy
it offers an innovative solution to overcome global water scarcity
NaPoGlass is a nanoporous composite made from waste LCD glass
It can adsorb metal ions and filters wastewater without leaving metal sediment
it can be repurposed into products such as humidity-regulating tiles
The Dual-Phase Hydrogel is an injectable biomaterial that coagulates at body temperature
preventing post-operative adhesions and enabling accelerated cell growth to facilitate faster recovery
Its unique gel formation extends the therapeutic effects of wound-healing factors for up to 30 days
significantly outperforming traditional hydrogels that are quickly broken down by the body
Janus: AI-Driven Cybersecurity Gatekeeper is on-site AI automation solution that protects enterprises from cyberattacks
reducing costs and assess security risks without IT specialists
Janus translates complex network logs into clear
continuously refining them in real time and safeguarding against evolving threats
Fleetchargo, co-developed by ITRI
is a smart EV fleet charging solution that optimizes energy management and scheduling with adaptive current technology and AI analysis
and supports urban electrification and sustainability
ITRI and Taiwan Mask Corporation's Low-Carbon Laser H-Beam Welding revolutionizes the manufacture of steel structures for the building industry by achieving full penetration welds
energy-saving and lower CO2 emissions
precision positioning and auto-loading and -unloading
increasing production capacity of H-beams fivefold at a third of the cost
The Adaptive Cold Energy Management System optimizes energy use in commercial sites like wholesale stores and supermarkets
By leveraging deep reinforcement learning (DRL)
it adapts to environmental conditions to enhance energy efficiency
The system also helps stabilize the power grid by adjusting refrigeration equipment power and enabling pre-cooling during demand response events
Visit here to see the complete 2025 winner list
About ITRIIndustrial Technology Research Institute (ITRI) is one of the world's leading technology R&D institutions aiming to innovate a better future for society
The Industrial Technology Research Institute (ITRI) was officially honored at the 2025 Top 100 Global Innovators Award Ceremony hosted by Clarivate..
Environmental Products & Services
Utilities
Artificial Intelligence
Green Technology
Hsbc Holdings PLC lowered its holdings in Itron, Inc. (NASDAQ:ITRI - Free Report) by 54.9% during the fourth quarter
according to its most recent Form 13F filing with the Securities & Exchange Commission
The fund owned 22,149 shares of the scientific and technical instruments company's stock after selling 26,910 shares during the period
Hsbc Holdings PLC's holdings in Itron were worth $2,411,000 at the end of the most recent quarter
A number of other hedge funds and other institutional investors also recently bought and sold shares of the stock
Louisiana State Employees Retirement System boosted its position in Itron by 0.5% during the 4th quarter
Louisiana State Employees Retirement System now owns 21,800 shares of the scientific and technical instruments company's stock worth $2,367,000 after acquiring an additional 100 shares during the period
Pinnacle Wealth Management Advisory Group LLC lifted its holdings in Itron by 6.1% in the 4th quarter
Pinnacle Wealth Management Advisory Group LLC now owns 2,185 shares of the scientific and technical instruments company's stock valued at $237,000 after acquiring an additional 125 shares during the last quarter
boosted its position in shares of Itron by 3.1% during the 4th quarter
now owns 4,726 shares of the scientific and technical instruments company's stock valued at $513,000 after purchasing an additional 140 shares in the last quarter
GAMMA Investing LLC grew its position in Itron by 15.6% in the fourth quarter
GAMMA Investing LLC now owns 1,177 shares of the scientific and technical instruments company's stock worth $128,000 after buying an additional 159 shares during the last quarter
Mariner LLC increased its holdings in shares of Itron by 6.3% in the fourth quarter
Mariner LLC now owns 3,448 shares of the scientific and technical instruments company's stock valued at $374,000 after buying an additional 204 shares in the last quarter
96.19% of the stock is currently owned by institutional investors and hedge funds
Shares of NASDAQ ITRI traded down $0.32 during trading hours on Monday
197,483 shares of the company's stock were exchanged
The company's 50-day moving average price is $104.37 and its 200-day moving average price is $107.48
has a 1-year low of $90.11 and a 1-year high of $124.90
The stock has a market capitalization of $4.92 billion
The company has a debt-to-equity ratio of 0.91
a current ratio of 3.36 and a quick ratio of 2.83
Itron (NASDAQ:ITRI - Get Free Report) last announced its earnings results on Thursday
The scientific and technical instruments company reported $1.52 earnings per share (EPS) for the quarter
topping analysts' consensus estimates of $1.30 by $0.22
Itron had a net margin of 9.37% and a return on equity of 19.03%
The business had revenue of $607.15 million for the quarter
compared to analyst estimates of $608.86 million
During the same quarter in the previous year
Itron's revenue was up .6% compared to the same quarter last year
will post 5.33 earnings per share for the current fiscal year
Insiders sold 4,037 shares of company stock worth $385,815 in the last 90 days
1.45% of the stock is owned by company insiders
Canaccord Genuity Group increased their target price on Itron from $130.00 to $132.00 and gave the company a "buy" rating in a report on Wednesday
Piper Sandler dropped their price target on Itron from $124.00 to $121.00 and set a "neutral" rating on the stock in a research report on Monday
Oppenheimer raised their price objective on Itron from $124.00 to $131.00 and gave the stock an "outperform" rating in a research report on Wednesday
Three analysts have rated the stock with a hold rating and nine have issued a buy rating to the company's stock
Itron currently has a consensus rating of "Moderate Buy" and a consensus target price of $127.36
Check Out Our Latest Analysis on ITRI
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Ouster has announced that Kenneth Gianella will assume the role of Chief Financial Officer
who will continue as Senior Vice President
Gianella boasts over 25 years of expertise in operations and finance across the Technology and Communications sectors
His career spans both public and private enterprises
Before this appointment, Gianella was CFO at Quantum Corporation, also taking on Chief Operating Officer responsibilities. Notably, he held significant roles at Itron (ITRI, Financial) as Vice President of Investor Relations
He has a comprehensive background in senior financial positions and holds an MBA from the University of Pittsburgh alongside a Bachelor's in Business Administration from Duquesne University
PDT Partners LLC increased its position in shares of Itron, Inc. (NASDAQ:ITRI - Free Report) by 8.2% in the 4th quarter
according to the company in its most recent Form 13F filing with the Securities and Exchange Commission
The institutional investor owned 40,794 shares of the scientific and technical instruments company's stock after acquiring an additional 3,090 shares during the period
PDT Partners LLC owned about 0.09% of Itron worth $4,429,000 as of its most recent filing with the Securities and Exchange Commission
Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company
Norges Bank bought a new position in Itron in the 4th quarter worth $64,615,000
acquired a new stake in shares of Itron in the fourth quarter valued at about $27,486,000
lifted its position in shares of Itron by 611.9% during the 3rd quarter
now owns 282,828 shares of the scientific and technical instruments company's stock worth $31,128,000 after purchasing an additional 243,102 shares during the last quarter
Wellington Management Group LLP grew its holdings in Itron by 180.7% in the 4th quarter
Wellington Management Group LLP now owns 333,363 shares of the scientific and technical instruments company's stock valued at $36,197,000 after buying an additional 214,600 shares during the last quarter
Arrowstreet Capital Limited Partnership increased its position in Itron by 85.7% in the 4th quarter
Arrowstreet Capital Limited Partnership now owns 425,484 shares of the scientific and technical instruments company's stock worth $46,199,000 after buying an additional 196,396 shares during the period
Institutional investors own 96.19% of the company's stock
Canaccord Genuity Group boosted their price target on Itron from $130.00 to $132.00 and gave the company a "buy" rating in a research note on Wednesday
Three equities research analysts have rated the stock with a hold rating and nine have assigned a buy rating to the stock
the stock has a consensus rating of "Moderate Buy" and an average target price of $127.64
Check Out Our Latest Stock Report on ITRI
Insiders sold a total of 4,037 shares of company stock valued at $385,815 in the last ninety days
Shares of NASDAQ ITRI traded up $0.18 during trading on Friday
The company had a trading volume of 767,961 shares
has a 52 week low of $90.11 and a 52 week high of $124.90
The business's 50 day moving average price is $104.37 and its 200-day moving average price is $107.46
The stock has a market cap of $4.93 billion
a quick ratio of 2.83 and a current ratio of 3.36
Itron (NASDAQ:ITRI - Get Free Report) last issued its quarterly earnings results on Thursday
beating the consensus estimate of $1.30 by $0.22
Itron had a return on equity of 19.03% and a net margin of 9.37%
The firm's revenue for the quarter was up .6% compared to the same quarter last year
will post 5.33 earnings per share for the current year
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Soros Fund Management LLC lifted its holdings in Itron, Inc. (NASDAQ:ITRI - Free Report) by 10.9% during the fourth quarter
according to its most recent 13F filing with the Securities & Exchange Commission
The fund owned 305,000 shares of the scientific and technical instruments company's stock after buying an additional 30,000 shares during the period
Soros Fund Management LLC owned approximately 0.68% of Itron worth $33,117,000 at the end of the most recent reporting period
Several other institutional investors also recently modified their holdings of ITRI
PDT Partners LLC grew its stake in Itron by 8.2% in the 4th quarter
PDT Partners LLC now owns 40,794 shares of the scientific and technical instruments company's stock valued at $4,429,000 after purchasing an additional 3,090 shares during the period
Schonfeld Strategic Advisors LLC increased its holdings in Itron by 93.1% during the fourth quarter
Schonfeld Strategic Advisors LLC now owns 18,290 shares of the scientific and technical instruments company's stock worth $1,986,000 after buying an additional 8,818 shares during the last quarter
AQR Capital Management LLC raised its position in Itron by 49.7% in the fourth quarter
AQR Capital Management LLC now owns 152,789 shares of the scientific and technical instruments company's stock worth $16,590,000 after acquiring an additional 50,693 shares during the period
Northern Trust Corp boosted its stake in Itron by 11.4% in the fourth quarter
Northern Trust Corp now owns 572,266 shares of the scientific and technical instruments company's stock valued at $62,137,000 after acquiring an additional 58,546 shares during the last quarter
Decade Renewable Partners LP grew its position in shares of Itron by 16.1% during the 4th quarter
Decade Renewable Partners LP now owns 61,703 shares of the scientific and technical instruments company's stock valued at $6,700,000 after acquiring an additional 8,577 shares during the period
96.19% of the stock is owned by institutional investors
Insiders have sold 4,037 shares of company stock valued at $385,815 in the last quarter
Insiders own 1.45% of the company's stock
Three equities research analysts have rated the stock with a hold rating and nine have given a buy rating to the stock
Itron has a consensus rating of "Moderate Buy" and a consensus target price of $127.64
View Our Latest Report on ITRI
NASDAQ:ITRI traded up $0.18 during trading hours on Friday
767,961 shares of the company's stock traded hands
The business's fifty day simple moving average is $104.37 and its two-hundred day simple moving average is $107.46
a current ratio of 3.36 and a debt-to-equity ratio of 0.91
The firm has a market cap of $4.93 billion
Itron (NASDAQ:ITRI - Get Free Report) last issued its quarterly earnings data on Thursday
The scientific and technical instruments company reported $1.52 EPS for the quarter
topping the consensus estimate of $1.30 by $0.22
The company had revenue of $607.15 million during the quarter
Itron's revenue was up .6% on a year-over-year basis
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Voya Investment Management LLC grew its holdings in shares of Itron, Inc. (NASDAQ:ITRI - Free Report) by 12.1% during the 4th quarter
according to the company in its most recent 13F filing with the Securities & Exchange Commission
The fund owned 98,856 shares of the scientific and technical instruments company's stock after purchasing an additional 10,673 shares during the quarter
Voya Investment Management LLC owned approximately 0.22% of Itron worth $10,734,000 at the end of the most recent quarter
A number of other large investors have also modified their holdings of the business
boosted its position in Itron by 78.3% during the fourth quarter
now owns 6,083 shares of the scientific and technical instruments company's stock worth $660,000 after acquiring an additional 2,671 shares during the last quarter
Intech Investment Management LLC grew its position in shares of Itron by 112.7% in the fourth quarter
Intech Investment Management LLC now owns 41,363 shares of the scientific and technical instruments company's stock valued at $4,491,000 after purchasing an additional 21,919 shares in the last quarter
Wellington Management Group LLP increased its holdings in shares of Itron by 180.7% in the fourth quarter
Wellington Management Group LLP now owns 333,363 shares of the scientific and technical instruments company's stock valued at $36,197,000 after purchasing an additional 214,600 shares during the last quarter
Merit Financial Group LLC purchased a new position in Itron during the fourth quarter worth approximately $301,000
HighTower Advisors LLC lifted its position in Itron by 143.2% during the fourth quarter
HighTower Advisors LLC now owns 7,355 shares of the scientific and technical instruments company's stock worth $799,000 after buying an additional 4,331 shares in the last quarter
Hedge funds and other institutional investors own 96.19% of the company's stock
Canaccord Genuity Group upped their price objective on Itron from $130.00 to $132.00 and gave the company a "buy" rating in a report on Wednesday
Guggenheim restated a "buy" rating and issued a $133.00 target price on shares of Itron in a research report on Thursday
the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $127.64
Check Out Our Latest Stock Analysis on Itron
ITRI traded up $0.18 during mid-day trading on Friday
767,961 shares of the stock were exchanged
The firm's fifty day moving average is $104.37 and its two-hundred day moving average is $107.48
The company has a market cap of $4.93 billion
a quick ratio of 2.83 and a debt-to-equity ratio of 0.91
compared to analysts' expectations of $608.86 million
the company earned $1.24 earnings per share
The business's quarterly revenue was up .6% on a year-over-year basis
Insiders sold a total of 4,037 shares of company stock worth $385,815 over the last 90 days
Corporate insiders own 1.45% of the company's stock
The technical summary data tells us to buy ITRI near 106.04 with an upside target of 115.88
This data also tells us to set a stop loss @ 105.73 to protect against excessive loss in case the stock begins to move against the trade
106.04 is the first level of support below 109.1
The technical summary data is suggesting a short of ITRI as it gets near 115.88 with a downside target of 106.04
We should have a stop loss in place at 116.21though
115.88 is the first level of resistance above 109.1
the technical summary data tells us to buy ITRI just slightly over 111.08
The data also tells us to set a stop loss @ 110.76 in case the stock turns against the trade
111.08 is the first level of resistance above 109.1
any break above resistance is a buy signal
Because this plan is based on a break of resistance
it is referred to as a Long Resistance Plan
The technical summary data is suggesting a short of ITRI if it tests 111.08 with a downside target of 107.66
We should have a stop loss in place at 111.4 though in case the stock begins to move against the trade
is being tested a short signal would exist
Because this plan is a short plan based on a test of resistance it is referred to as a Short Resistance Plan
the technical summary data tells us to buy ITRI just slightly over 109.12
The data also tells us to set a stop loss @ 108.87 in case the stock turns against the trade
109.12 is the first level of resistance above 109.1
The technical summary data is suggesting a short of ITRI if it tests 109.12 with a downside target of 107.66
We should have a stop loss in place at 109.37 though in case the stock begins to move against the trade
Check the time stamp on this data. Updated AI-Generated Signals for Itron Inc. (ITRI) available here: ITRI
Blue = Current PriceRed= ResistanceGreen = Support
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HSINCHU, March 12, 2025 /PRNewswire/ -- The Industrial Technology Research Institute (ITRI) has been named a Top 100 Global Innovator 2025 by Clarivate™
marking its ninth time and eight consecutive year receiving this honor
The Institute is one of three global research organizations on the list and holds the record for the most wins by a research organization in Asia
standing alongside international innovators such as Mitsubishi Electric
Past winners include tech leaders such as Amazon
The annual report released by Clarivate™ evaluates indicators such as technological uniqueness
"We congratulate ITRI for being named a Top 100 Global Innovator for the ninth time and eight consecutive years
Being recognized as a Top 100 Global Innovator is a remarkable achievement given the pace of change—since 2000
we've seen an 80-fold increase in the volume of inventions
Competition is more global than ever before
and developments in one region can have a significant global impact
We hope that ITRI can continue to drive industrial development and leverage its numerous R&D results to enhance the economy of Taiwan and other regions around the world."
"Innovation is the cornerstone of national competitiveness," said ITRI President Edwin Liu
securing key technologies has become essential
ITRI's commitment to cross-disciplinary R&D has led to nine recognitions as a Top 100 Global Innovator
demonstrating its world-class research capabilities and significant global impact."
to promote technological innovation and drive industrial growth
ITRI has been dedicated to nurturing startups and fostering intangible asset monetization
It established the Intellectual Property Innovation Corporation (IPIC) and built an IP Bank to provide companies with the necessary patents to enhance international competitiveness
It has also assisted companies in leveraging intangible assets
promoting sustainable industrial development
and boosting Taiwan's technological R&D value
Through its 2035 Technology Strategy and Roadmap
ITRI will address global trends in semiconductors
and drones to strengthen its R&D focus and expand high-quality patent portfolios
By delivering innovative services and solutions
ITRI aims to accelerate industrial transformation and enhance global competitiveness
Clarivate has recognized leaders in the global innovation landscape, measuring excellence with a focus on exceptional consistency and scale in innovativeness. Visit here for more information about other Top 100 Global Innovators 2025 and the methodology
Semiconductors
Decade Renewable Partners LP boosted its holdings in shares of Itron, Inc. (NASDAQ:ITRI - Free Report) by 16.1% during the 4th quarter
according to the company in its most recent disclosure with the Securities and Exchange Commission
The institutional investor owned 61,703 shares of the scientific and technical instruments company's stock after acquiring an additional 8,577 shares during the period
Itron makes up approximately 3.3% of Decade Renewable Partners LP's investment portfolio
Decade Renewable Partners LP owned 0.14% of Itron worth $6,700,000 at the end of the most recent quarter
Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company
boosted its position in shares of Itron by 78.3% during the fourth quarter
now owns 6,083 shares of the scientific and technical instruments company's stock worth $660,000 after buying an additional 2,671 shares during the period
Intech Investment Management LLC boosted its position in Itron by 112.7% during the 4th quarter
Intech Investment Management LLC now owns 41,363 shares of the scientific and technical instruments company's stock worth $4,491,000 after acquiring an additional 21,919 shares during the last quarter
Wellington Management Group LLP boosted its position in Itron by 180.7% during the 4th quarter
Wellington Management Group LLP now owns 333,363 shares of the scientific and technical instruments company's stock worth $36,197,000 after acquiring an additional 214,600 shares during the last quarter
Merit Financial Group LLC bought a new position in shares of Itron during the 4th quarter worth approximately $301,000
HighTower Advisors LLC raised its holdings in shares of Itron by 143.2% in the fourth quarter
HighTower Advisors LLC now owns 7,355 shares of the scientific and technical instruments company's stock valued at $799,000 after purchasing an additional 4,331 shares during the last quarter
96.19% of the stock is owned by institutional investors and hedge funds
ITRI stock traded up $0.18 during mid-day trading on Friday
767,961 shares of the company were exchanged
The business has a 50 day simple moving average of $104.37 and a 200-day simple moving average of $107.47
The stock has a market capitalization of $4.93 billion
a price-to-earnings-growth ratio of 0.81 and a beta of 1.31
beating analysts' consensus estimates of $1.30 by $0.22
The firm had revenue of $607.15 million for the quarter
The company's revenue for the quarter was up .6% on a year-over-year basis
Insiders have sold 4,037 shares of company stock valued at $385,815 over the last 90 days
1.45% of the stock is owned by corporate insiders
Oppenheimer boosted their price target on Itron from $124.00 to $131.00 and gave the stock an "outperform" rating in a research report on Wednesday
Canaccord Genuity Group increased their price objective on Itron from $130.00 to $132.00 and gave the company a "buy" rating in a report on Wednesday
Three analysts have rated the stock with a hold rating and nine have assigned a buy rating to the company's stock
Itron currently has a consensus rating of "Moderate Buy" and an average price target of $127.64
View Our Latest Stock Analysis on Itron
Tower Research Capital LLC TRC lifted its position in Itron, Inc. (NASDAQ:ITRI - Free Report) by 2,000.4% during the fourth quarter
according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC)
The fund owned 5,986 shares of the scientific and technical instruments company's stock after acquiring an additional 5,701 shares during the period
Tower Research Capital LLC TRC's holdings in Itron were worth $650,000 as of its most recent filing with the Securities and Exchange Commission (SEC)
Several other large investors have also recently made changes to their positions in ITRI
GeoWealth Management LLC boosted its holdings in shares of Itron by 4,580.0% during the 4th quarter
GeoWealth Management LLC now owns 234 shares of the scientific and technical instruments company's stock worth $25,000 after purchasing an additional 229 shares during the last quarter
Hager Investment Management Services LLC acquired a new position in Itron during the fourth quarter worth $67,000
boosted its stake in Itron by 154.9% during the fourth quarter
now owns 864 shares of the scientific and technical instruments company's stock worth $94,000 after buying an additional 525 shares during the last quarter
Smartleaf Asset Management LLC grew its holdings in Itron by 347.5% in the 4th quarter
Smartleaf Asset Management LLC now owns 886 shares of the scientific and technical instruments company's stock valued at $97,000 after buying an additional 688 shares in the last quarter
GAMMA Investing LLC increased its stake in shares of Itron by 15.6% in the 4th quarter
GAMMA Investing LLC now owns 1,177 shares of the scientific and technical instruments company's stock worth $128,000 after acquiring an additional 159 shares during the last quarter
96.19% of the stock is currently owned by hedge funds and other institutional investors
The firm's fifty day moving average is $104.37 and its two-hundred day moving average is $107.46
Piper Sandler lifted their target price on Itron from $119.00 to $124.00 and gave the company a "neutral" rating in a research report on Thursday
Three equities research analysts have rated the stock with a hold rating and nine have issued a buy rating to the stock
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HSINCHU, March 14, 2025 /PRNewswire/ -- To pave the way for the deployment of the 5G Non-Terrestrial Network (NTN) standards, the Industrial Technology Research Institute (ITRI) and key eco-system partners have demonstrated the 5G air interface operating in both low Earth orbit (LEO) satellite and geostationary satellite scenarios
ITRI launched a world-leading trial of 5G NTN technology over in-orbit operational LEO satellites
By implementing 3GPP Release 17 specifications in this trial
the 5G terminal device powered by a MediaTek NR-NTN test chip successfully connected to ITRI NTN gNB via a Ku-band Eutelsat OneWeb satellite link
exchanging traffic with a satellite built by Airbus
ITRI and Chunghwa Telecom (CHT) demonstrated a world-leading 5G NTN wideband connection over GEO satellite
Leveraging CHT's commercial ST-2 satellite
the two parties jointly set up the trial environment
conducting an end-to-end bi-directional video call via Ku-band ST-2 satellite link based on 3GPP NTN specifications
The trial overcame the challenges of highly volatile GEO propagation environment and achieved up to 2bps/Hz high spectrum efficiency by integrating ITRI NTN gNB and the 5G user terminal
These pioneering 5G NTN tests are expected to direct future satellite and terrestrial interoperability to a larger scale for greater ecosystem engagement
bringing commercial 5G broadband satellite access a step closer to the market
With the integration of 5G standards shared and accepted by the entire mobile industry
all compatible multi-orbit satellites will naturally and seamlessly complement terrestrial networks
enabling truly ubiquitous connectivity at scale and opening up new markets for smartphones
"The successful demonstration of 5G multi-orbit NTN satellite connectivity using ITRI NTN gNB not only proves the flexibility and innovative design of the NTN base station but also sets the stage for the seamless convergence of NTN/TN broadband connectivity for 5G devices," said Pang-An Ting
ITRI Vice President and General Director of Information and Communications Research Laboratories
"As a pioneer in NTN connectivity solutions
we are actively contributing to the development of 5G NTN gNB and look forward to collaborating closely with industry partners to embrace new opportunities in the global NTN market."
President of Chunghwa Telecom Network Technology Group
"With our solid capabilities in network technology and cutting-edge research
Chunghwa Telecom has been promoting satellite technology evolution and industry collaboration
We will keep working closely with government agencies
and research institutions to integrate multi-orbit satellite resources to drive the growth of Taiwan's satellite industry."
Senior General Manager of Wireless Technology Group at MediaTek
"As a global leader in terrestrial and non-terrestrial connectivity
MediaTek continues in its mission to improve lives by enabling innovative technology that connects the world around us
including remote areas with little to no cellular coverage
Through active collaboration with Taiwan global industry partners including key drivers locally in Taiwan to enable successful real-world connections with LEO satellites in orbit
We are now another step closer to bring the next generation of 3GPP-based NR-NTN satellite wideband connectivity for commercial use worldwide."
Carriers and Services
TAIPEI, April 8, 2025 /PRNewswire/ -- The Industrial Technology Research Institute (ITRI) hosted the 2025 ITRI Net Zero Day
with a focus on energy efficiency across the forum sessions and technology exhibition
This event showcased ITRI's R&D innovations and featured expert insights into deep energy savings and energy-efficient solutions
It attracted 27 associations and leading enterprises from various sectors
"This year's event centers around energy efficiency
which is considered the 'first fuel' in clean energy transitions and plays a crucial role in reducing energy consumption
and costs. This is why ITRI has developed multiple key solutions to assist industries in improving energy efficiency
and fostering low-carbon technology innovations," said ITRI President Edwin Liu
"Creating a sustainable environment and co-existing with nature is our shared goal
and improving energy efficiency is a vital universal value in achieving that
We believe that with cross-sector collaboration and strong technology capabilities
Taiwan can be a leading force in the global green transition," he added
including discussions on the use of digital technology for deep energy savings
Industry leaders exchanged insights and shared best practices to shape a low-carbon future
Over 30 net zero technologies were showcased at the event
Oil & Energy
Oberweis Asset Management Inc. grew its holdings in shares of Itron, Inc. (NASDAQ:ITRI - Free Report) by 6.5% in the 4th quarter
The fund owned 199,110 shares of the scientific and technical instruments company's stock after purchasing an additional 12,200 shares during the quarter
Itron makes up approximately 1.0% of Oberweis Asset Management Inc.'s holdings
making the stock its 21st biggest position
owned about 0.44% of Itron worth $21,619,000 at the end of the most recent quarter
Several other hedge funds and other institutional investors have also recently modified their holdings of ITRI
Hancock Whitney Corp purchased a new stake in Itron in the 4th quarter worth approximately $220,000
Voya Investment Management LLC raised its position in shares of Itron by 12.1% during the 4th quarter
Voya Investment Management LLC now owns 98,856 shares of the scientific and technical instruments company's stock valued at $10,734,000 after purchasing an additional 10,673 shares during the period
Quantessence Capital LLC purchased a new position in shares of Itron during the 4th quarter valued at $295,000
Tower Research Capital LLC TRC boosted its holdings in Itron by 2,000.4% in the 4th quarter
Tower Research Capital LLC TRC now owns 5,986 shares of the scientific and technical instruments company's stock worth $650,000 after buying an additional 5,701 shares during the period
Mesirow Institutional Investment Management Inc
increased its stake in Itron by 47.8% in the 4th quarter
now owns 4,499 shares of the scientific and technical instruments company's stock worth $489,000 after buying an additional 1,454 shares in the last quarter
Shares of Itron stock traded up $1.23 during trading hours on Tuesday
The company's stock had a trading volume of 88,947 shares
has a one year low of $90.03 and a one year high of $124.90
The firm has a 50 day moving average price of $103.32 and a 200-day moving average price of $107.44
The stock has a market cap of $5.03 billion
Insiders have sold 4,037 shares of company stock valued at $385,815 over the last ninety days
Piper Sandler increased their price objective on shares of Itron from $119.00 to $124.00 and gave the company a "neutral" rating in a report on Thursday
Oppenheimer boosted their target price on shares of Itron from $124.00 to $131.00 and gave the stock an "outperform" rating in a report on Wednesday
Guggenheim reaffirmed a "buy" rating and set a $133.00 target price on shares of Itron in a research note on Thursday
the company currently has an average rating of "Moderate Buy" and an average price target of $127.64
Read Our Latest Analysis on ITRI
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Dimensional Fund Advisors LP trimmed its position in Itron, Inc. (NASDAQ:ITRI - Free Report) by 1.4% in the 4th quarter
according to the company in its most recent filing with the Securities and Exchange Commission (SEC)
The firm owned 1,255,624 shares of the scientific and technical instruments company's stock after selling 17,351 shares during the period
Dimensional Fund Advisors LP owned 2.78% of Itron worth $136,339,000 at the end of the most recent reporting period
Several other institutional investors have also recently made changes to their positions in the company
GeoWealth Management LLC boosted its position in Itron by 4,580.0% during the fourth quarter
GeoWealth Management LLC now owns 234 shares of the scientific and technical instruments company's stock valued at $25,000 after buying an additional 229 shares during the period
Proficio Capital Partners LLC bought a new stake in shares of Itron in the 4th quarter valued at about $30,000
Hager Investment Management Services LLC bought a new position in Itron during the 4th quarter worth approximately $67,000
increased its stake in Itron by 154.9% in the 4th quarter
now owns 864 shares of the scientific and technical instruments company's stock worth $94,000 after purchasing an additional 525 shares during the period
Smartleaf Asset Management LLC lifted its position in Itron by 347.5% in the fourth quarter
Smartleaf Asset Management LLC now owns 886 shares of the scientific and technical instruments company's stock valued at $97,000 after purchasing an additional 688 shares during the last quarter
Piper Sandler raised their target price on Itron from $119.00 to $124.00 and gave the stock a "neutral" rating in a research note on Thursday
Canaccord Genuity Group boosted their price objective on shares of Itron from $130.00 to $132.00 and gave the company a "buy" rating in a research report on Wednesday
Oppenheimer boosted their target price on shares of Itron from $124.00 to $131.00 and gave the company an "outperform" rating in a report on Wednesday
Three equities research analysts have rated the stock with a hold rating and nine have issued a buy rating to the company
Itron currently has a consensus rating of "Moderate Buy" and a consensus target price of $127.64
Get Our Latest Research Report on Itron
ITRI stock traded down $2.89 during midday trading on Thursday
The company's stock had a trading volume of 304,163 shares
The firm has a market capitalization of $4.94 billion
a price-to-earnings-growth ratio of 0.81 and a beta of 1.39
has a 12 month low of $90.03 and a 12 month high of $124.90
The company has a 50 day moving average of $103.93 and a two-hundred day moving average of $107.49
Itron (NASDAQ:ITRI - Get Free Report) last released its quarterly earnings data on Thursday
insiders sold 4,037 shares of company stock valued at $385,815
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The High-Privacy AI Digital Caregiver
is an advanced remote monitoring system that utilizes thermal imaging and millimeter wave radar technologies to detect patients' vital signs and activities with hospital-level accuracy while maintaining privacy
and promptly alerts caregivers via a mobile app when abnormalities are detected
offering a cost-effective telemedicine solution
The High-Privacy AI Digital Caregiver features:
Many care facilities suffer from inadequate equipment and staffing
The High-Privacy AI Digital Caregiver allows care staff to monitor patients remotely
This reduces the need for frequent in-person visits and checks
alleviating the workload on health workers and helping to address workforce shortages
Booth visitors at CES 2025 can experience how this advanced system tracks their vital signs—without the need for cameras or wearables—with remarkable accuracy comparable to hospital equipment while ensuring privacy and comfort
Visitors can also see the system in action as it detects critical events such as bed exits
providing real-time alerts via a mobile app
The Intelligent Medical Assistant Solution (iMAS) integrates multiple lightweight and portable medical devices to offer a comprehensive telemedicine solution for patients with limited access to healthcare
Its intelligent medical imaging technology aids in diagnostic interpretation
enabling physicians to provide remote diagnoses
Physicians can monitor patient conditions in real time
physicians can easily carry the portable iMAS to deliver swift diagnosis and care
iMAS serves as a "homespital" solution that seamlessly combines home care and hospital services
This innovative solution has been licensed to 36 vendors including collaboration with Thailand's largest telecom company
Janus, an AI-powered cybersecurity solution
is transforming medical device manufacturing
By integrating seamlessly into the process
it helps manufacturers meet rigorous global compliance standards like FDA
Janus proactively protects devices from cyber threats
monitors M-IoT communications in real time
This not only enhances product security but also boosts market competitiveness
As healthcare demands robust data protection
Janus offers a reliable and efficient solution
setting a new standard for smart cybersecurity in medical devices
MedBobi is a smart medical assistant system that uses multimodal generative AI and retrieval-augmented generation (RAG) technology to rapidly create medical reports from voice input and other data
It can understand up to 96 languages such as English
French and Thai and can convert speech into text
reducing medical staff's administrative work time by 75%
pathological images and patient records to provide AI-powered personalized medical recommendations
MedBobi features a professional dementia database
allowing users to better understand the disease through text-based Q&A and obtain personalized care plans
iKNOBeads
the world's first and only magnetic microbeads with controllable morphology
are designed to activate immune cells in the fight against diseases
Their uniform bead size ensures batch-to-batch reproducibility
while the bumpy body design maximizes cell interaction
enhancing activation efficiency and reducing the required bead quantity
This innovative approach surpasses traditional activation materials and offers a more effective and economical feeder-free platform for generating high-quality and quantity immune cells for therapy
allows for a wide range of immunotherapy applications
promising potential breakthroughs in disease treatment that could revolutionize the field and bring hope to millions
ITRI's smart medical technologies are making their U.S. debut at CES 2025. ITRI invites potential collaborators for technology transfers and business partnerships. Interested parties can book a meeting here
Access ITRI's CES 2025 press kit here. Additional multimedia materials including technology videos, photos, and fact sheets are available here
Annie WuOffice of Marketing Communications, ITRI+886-3-591-8406[email protected]
Caroline KamerschenBospar[email protected]
Computer Software
Computer Software
Computer Hardware
Envestnet Asset Management Inc. boosted its holdings in shares of Itron, Inc. (NASDAQ:ITRI - Free Report) by 9.8% during the fourth quarter
according to its most recent disclosure with the Securities and Exchange Commission
The institutional investor owned 35,076 shares of the scientific and technical instruments company's stock after purchasing an additional 3,132 shares during the quarter
owned approximately 0.08% of Itron worth $3,809,000 at the end of the most recent reporting period
Several other institutional investors also recently bought and sold shares of the business
Integrated Quantitative Investments LLC acquired a new position in shares of Itron during the 4th quarter worth about $1,306,000
Headlands Technologies LLC acquired a new position in shares of Itron during the fourth quarter valued at approximately $1,043,000
lifted its position in shares of Itron by 22.8% in the fourth quarter
now owns 347,203 shares of the scientific and technical instruments company's stock valued at $37,699,000 after acquiring an additional 64,375 shares in the last quarter
Wellington Management Group LLP increased its position in shares of Itron by 180.7% during the fourth quarter
Wellington Management Group LLP now owns 333,363 shares of the scientific and technical instruments company's stock worth $36,197,000 after purchasing an additional 214,600 shares in the last quarter
CIBC Private Wealth Group LLC increased its position in shares of Itron by 3,119.0% during the fourth quarter
CIBC Private Wealth Group LLC now owns 4,410 shares of the scientific and technical instruments company's stock worth $471,000 after purchasing an additional 4,273 shares in the last quarter
insiders have sold 4,037 shares of company stock valued at $385,815
1.45% of the stock is currently owned by insiders
Three equities research analysts have rated the stock with a hold rating and nine have issued a buy rating to the company's stock
the company has a consensus rating of "Moderate Buy" and a consensus price target of $127.64
Get Our Latest Analysis on ITRI
Shares of Itron stock traded up $0.41 during trading hours on Wednesday
The company had a trading volume of 755,521 shares
The company's 50-day moving average is $103.93 and its two-hundred day moving average is $107.49
has a twelve month low of $90.03 and a twelve month high of $124.90
The company has a market cap of $5.07 billion
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Jump Financial LLC lessened its stake in shares of Itron, Inc. (NASDAQ:ITRI - Free Report) by 92.6% during the fourth quarter
The firm owned 2,036 shares of the scientific and technical instruments company's stock after selling 25,580 shares during the period
Jump Financial LLC's holdings in Itron were worth $221,000 at the end of the most recent reporting period
Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock
Mariner LLC grew its holdings in shares of Itron by 6.3% during the 4th quarter
Mariner LLC now owns 3,448 shares of the scientific and technical instruments company's stock worth $374,000 after purchasing an additional 204 shares in the last quarter
increased its holdings in Itron by 3.1% in the 4th quarter
now owns 4,726 shares of the scientific and technical instruments company's stock valued at $513,000 after buying an additional 140 shares during the period
Optimize Financial Inc acquired a new position in shares of Itron in the 4th quarter valued at approximately $1,857,000
lifted its holdings in shares of Itron by 41.4% during the 4th quarter
now owns 52,954 shares of the scientific and technical instruments company's stock worth $5,750,000 after acquiring an additional 15,515 shares during the period
Renaissance Technologies LLC boosted its position in shares of Itron by 3.1% during the 4th quarter
Renaissance Technologies LLC now owns 350,461 shares of the scientific and technical instruments company's stock worth $38,053,000 after acquiring an additional 10,400 shares in the last quarter
insiders have sold 4,037 shares of company stock worth $385,815
Piper Sandler raised their price target on shares of Itron from $119.00 to $124.00 and gave the company a "neutral" rating in a research note on Thursday
Three research analysts have rated the stock with a hold rating and nine have assigned a buy rating to the company
Get Our Latest Report on ITRI
Shares of Itron stock traded up $0.43 on Friday
The stock had a trading volume of 295,929 shares
The stock has a 50 day moving average of $104.24 and a 200 day moving average of $107.48
has a twelve month low of $90.11 and a twelve month high of $124.90
Itron (NASDAQ:ITRI - Get Free Report) last announced its quarterly earnings results on Thursday
The firm had revenue of $607.15 million during the quarter
The company's revenue was up .6% on a year-over-year basis
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In a report released today, Youssef Squali from Truist Financial maintained a Hold rating on Lyft
The company’s shares closed last Thursday at $11.10
According to TipRanks.com
Squali is a 1-star analyst with an average return of -1.9% and a 40.5% success rate
focusing on stocks such as ODDITY Tech Ltd
which is a 48.0% upside from current levels
Wells Fargo also maintained a Hold rating on the stock with a $13.00 price target
See today’s best-performing stocks on TipRanks >>
In a report released today, Joseph Osha from Guggenheim reiterated a Buy rating on Itron
The company’s shares closed last Thursday at $102.66
Osha is a 5-star analyst with an average return of 18.9% and a 50.6% success rate
focusing on stocks such as Shoals Technologies Group
the analyst consensus on Itron is a Strong Buy with an average price target of $131.56
TD Cowen also maintained a Buy rating on the stock with a $139.00 price target
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In a report released today, Youssef Squali from Truist Financial maintained a Hold rating on Lyft
According to TipRanks.com
See today’s best-performing stocks on TipRanks >>
In a report released today, Joseph Osha from Guggenheim reiterated a Buy rating on Itron
Disclaimer & DisclosureReport an Issue
ITRI – As smart grids redefine energy management
Itron (ITRI) is leading the charge with billion-dollar deals and next-gen grid solutions
But is this stock primed for sustained growth
As the global electricity demand continues to rise
more efficient grid systems has never been more urgent
and real-time analytics to optimize power distribution
With increasing electrification, urbanization, and renewable energy adoption, the global smart grid market is expected to nearly double from $40.12 billion in 2024 to $77.79 billion by 2030, growing at a CAGR of 11.5%
Based in Liberty Lake, Washington, Itron, Inc. (ITRI) is at the forefront of this transformation
The company specializes in smart metering solutions that help utilities modernize energy infrastructure
From advanced smart meters to grid management software
Itron’s solutions are designed to optimize electricity flow
and support the growing number of distributed energy resources like solar panels and battery storage
closing the last trading session at $106.89
The company’s recent contracts and strategic partnerships suggest that it’s well-positioned to lead the charge in grid modernization
Let’s take a closer look at how ITRI’s latest initiatives are strengthening its role in the industry
Itron’s Latest Innovations and Strategic Partnerships
ITRI announced a partnership with Xcel Energy to manage the growing number of distributed energy resources (DERs) in Colorado
Itron will deploy its Aggregator Distributed Energy Resource Management System (DERMS)
which enables real-time coordination of DERs directly from customer meters
This marks a step forward in grid flexibility
allowing utilities to manage energy supply and demand better
the company secured a $1.5 billion contract with LUMA to deploy 1.5 million smart meters across Puerto Rico over three years
The smart grid platform will enhance energy monitoring
3 STOCKS TO DOUBLE THIS YEAR
This deal offers long-term recurring revenue through maintenance and software services
with 20-30% margins typical of utility upgrades
Itron could gain further opportunities in the Caribbean
Further expanding its impact, ITRI partnered with Pacific Gas and Electric (PG&E) on November 13
to improve access to affordable home EV charging
The collaboration explores innovative ways to manage EV charging loads in real time
reducing the need for costly electrical panel upgrades
This initiative highlights the company’s role in easing the transition to widespread EV adoption while supporting grid stability
Itron also launched its Grid Edge Essentials solution on October 7
pre-integrated platform designed to tackle challenges like aging infrastructure
this system could enhance grid capacity by up to 20%
providing utilities with high-resolution data at every endpoint
the company continues to lead the way in grid modernization and energy intelligence
ensuring that utilities are equipped for a more sustainable and resilient energy future
For the fiscal fourth quarter (ended December 31
ITRI’s total revenues grew 6.2% year-over-year to $612.86 million
Its gross profit increased 8.9% from the year-ago value to $213.88 million
Its operating income also saw a 27.3% uptick
from $49.27 million last year to $62.73 million
The company’s adjusted EBITDA rose 19.1% from the prior-year quarter to $81.41 million. Likewise, its non-GAAP net income and non-GAAP EPS amounted to $62.16 million and $1.35
reflecting an increase of 9.6% and 9.8% year-over-year
its free cash flow of $70.17 million improved by 78.4% from the year-ago value of $39.31 million
The consensus revenue estimate of $608.86 million for the fiscal first quarter (ending March 2025) represents a marginal increase year-over-year
The consensus EPS estimate of $1.32 for the current quarter indicates a 6.8% improvement year-over-year
The company has an impressive surprise history
surpassing the consensus revenue and EPS estimates in three of the trailing four quarters
the company’s revenue is anticipated to grow marginally year-over-year to $2.47 billion
while its EPS is expected to come in at $5.40
Street expects its revenue and EPS for the fiscal year 2026 to grow 5.5% and 10.8% from the same period last year to $2.60 billion and $5.98
15.4% lower than the industry average of 23.58x
the stock’s forward EV/Sales and EV/EBIT multiples of 2.08 and 17.56 are 31.4% and 11.8% lower than the industry averages of 3.03x and 19.90x
In terms of the trailing-12-month EBIT margin
ITRI’s 10.86% is 95.3% higher than the 5.56% industry average
its 9.80% trailing-12-month net income margin is 156% higher than the industry average of 3.83%
ITRI’s trailing-12-month ROCE and ROTA of 17.70% and 7.02% compare favorably to their respective industry averages of 4.55% and 2.06%
its trailing-12-month asset turnover ratio of 0.81x exceeds the sector’s average of 0.60x by 36.3%
ITRI’s bright prospects are reflected in its POWR Ratings
translating to Buy in our proprietary rating system
The POWR Ratings are calculated by accounting for 118 distinct factors
with each factor weighted to an optimal degree
Our proprietary rating system also evaluates each stock based on eight distinct categories
which syncs with its optimistic analyst estimate
its high-profit margins justify the stock’s B grade for Quality
Within the A-rated Industrial – Services industry
Beyond what we’ve stated above, we have also rated the stock for Growth, Value, Momentum, and Stability. Get all ITRI ratings here
As the global energy landscape shifts toward smarter
ITRI stands out with its innovative technology
The company’s ability to modernize energy infrastructure while maintaining strong financials and profitability gives it a competitive edge
Given the increasing demand for grid resilience and sustainable energy solutions
ITRI’s continued expansion could unlock significant long-term value for investors seeking exposure to this rapidly evolving sector
While ITRI has an overall POWR Rating of B, investors could also check out these other stocks within the A-rated Industrial – Services industry with A (Strong Buy) ratings: Keller Group plc (KLRGF), PARK24 Co., Ltd. (PKCOY), and PT United Tractors Tbk (PUTKY)
To explore more A- and B-rated Industrial – Services stocks, click here
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ITRI shares were unchanged in premarket trading Friday
versus a -0.18% rise in the benchmark S&P 500 index during the same period
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First Trust Advisors LP raised its stake in Itron, Inc. (NASDAQ:ITRI - Free Report) by 9.1% in the 4th quarter
according to the company in its most recent disclosure with the Securities & Exchange Commission
The fund owned 802,584 shares of the scientific and technical instruments company's stock after purchasing an additional 66,637 shares during the quarter
First Trust Advisors LP owned 1.78% of Itron worth $87,145,000 as of its most recent filing with the Securities & Exchange Commission
Several other institutional investors and hedge funds have also recently modified their holdings of ITRI
GeoWealth Management LLC raised its stake in shares of Itron by 4,580.0% in the fourth quarter
Proficio Capital Partners LLC bought a new position in shares of Itron in the fourth quarter valued at approximately $30,000
Hager Investment Management Services LLC bought a new position in shares of Itron in the fourth quarter valued at approximately $67,000
grew its holdings in Itron by 154.9% during the 4th quarter
now owns 864 shares of the scientific and technical instruments company's stock valued at $94,000 after buying an additional 525 shares in the last quarter
Smartleaf Asset Management LLC increased its position in shares of Itron by 347.5% during the fourth quarter
Smartleaf Asset Management LLC now owns 886 shares of the scientific and technical instruments company's stock valued at $97,000 after buying an additional 688 shares during the period
96.19% of the stock is owned by hedge funds and other institutional investors
ITRI traded up $1.25 during midday trading on Friday
The stock had a trading volume of 484,767 shares
The company has a market cap of $5.03 billion
The business has a fifty day moving average of $103.10 and a 200 day moving average of $107.44
has a 1 year low of $90.03 and a 1 year high of $124.90
the stock has an average rating of "Moderate Buy" and a consensus target price of $127.64
Read Our Latest Research Report on Itron
Insiders sold a total of 4,037 shares of company stock valued at $385,815 over the last quarter
1.51% of the stock is owned by corporate insiders
HSINCHU, Taiwan, Sept. 06, 2024 (GLOBE NEWSWIRE) -- The Industrial Technology Research Institute (ITRI) today held its 2024 ITRI Laureate Ceremony to honor five distinguished industry leaders and professionals for their exceptional contributions to their fields
Chairperson and CEO of Sino-American Silicon Products and GlobalWafers; Dr
Superintendent of Taichung Veterans General Hospital
ITRI held the 2024 ITRI Laureate Ceremony on September 6 to honor the newly appointed laureates
Taiwan’s Vice President Bi-khim Hsiao commended the new ITRI Laureates on their remarkable achievements and significant impact on industrial development
Jensen Huang drives AI industry development and leads NVIDIA to build its Asia’s first AI R&D center in Taiwan
making Taiwan’s AI chip industry ecosystem more complete
known as the “Queen of Semiconductors,” was recognized for transforming AMD into a leader in high-performance and adaptive computing and empowering Taiwan’s manufacturers to enhance the global semiconductor ecosystem
Jason Chen has led Acer through a strategic transformation that enhances its brand cross-disciplinary innovation
Doris Hsu has expanded the company’s global presence through a successful M&A track record
she has shifted toward an organic growth strategy
and localizing production by global expansion
This approach has mitigated risks and strengthened supply chain resiliency
Shih-Ann Chen was acknowledged for his pioneering work in atrial fibrillation ablation
which has advanced Taiwan’s leading position in medical innovation
This year marks the 13th anniversary of ITRI’s tradition of honoring outstanding individuals who have made substantial contributions to industrial development and public well-being
“ITRI serves as a unique platform for the integration of cross-disciplinary innovations
The five new ITRI Laureates represent the forefront of advancements in AI
Their contributions are expected to further elevate Taiwan’s global competitiveness for future generations,” said ITRI Chairman Tsung-Tsong Wu
the new laureates expressed their gratitude to ITRI
Jensen Huang indicated that ITRI plays a central and pivotal role in global technology
He is incredibly proud for being named an ITRI Laureate
ITRI has to engage AI boldly so it can continue its important contributions to the future of technology
Jason Chen said that being honored as an ITRI Laureate is a recognition of not just his work in the ICT industry but also the entire Acer community
He is grateful for the opportunity to contribute to Acer’s growth from its humble beginnings to its global presence
He also appreciates the vision and support of Acer founder Stan Shih and Dr
who have been instrumental in shaping Taiwan’s technology industry
Doris Hsu thanked ITRI for being a facilitator and enabler to provide support in talent and technology development for the growth of her enterprises
She looks forward to more collaboration with ITRI on the research and development in AI
and material science to accelerate industrialization
Shih-Ann Chen stated that this honor represents his 40-year medical career and his team’s contributions to Taiwan’s leadership in arrhythmia
He emphasized the importance of founding the Taiwan Smart Healthcare Alliance and expressed hope that continued collaboration with ITRI will advance AI applications in healthcare
The ceremony was complemented by a technology exhibition showcasing ITRI’s latest innovations in semiconductors
Vice President Hsiao was impressed by ITRI’s efforts in commercializing R&D results
ITRI President Edwin Liu also highlighted ITRI’s strengths in exploiting diverse AI applications
such as the digital twins system for converter steel tapping
which has optimized the manufacturing process for steelmakers
“The Institute will play a key role in leading the industry to embrace the AI challenges and opportunities,” he stressed
About ITRIIndustrial Technology Research Institute (ITRI) is one of the world’s leading technology R&D institutions aiming to innovate a better future for society
ITRI has played a vital role in transforming Taiwan’s industries from labor-intensive into innovation-driven
Over the years, ITRI has been dedicated to incubating startups and spinoffs, including well-known names such as UMC and TSMC. In addition to its headquarters in Taiwan, ITRI has branch offices in the U.S., Europe, and Japan in an effort to extend its R&D scope and promote international cooperation across the globe. For more information, please visit https://www.itri.org/eng
Media ContactAlex Chang Office of Marketing Communications, ITRI +886-3-591-8165 changAC@itri.org.tw
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/cdfa922c-a0a1-4201-ae64-f9f720e44fa5
Mirova lowered its position in shares of Itron, Inc. (NASDAQ:ITRI - Free Report) by 31.5% during the fourth quarter
according to its most recent disclosure with the Securities & Exchange Commission
The firm owned 18,358 shares of the scientific and technical instruments company's stock after selling 8,433 shares during the period
Mirova's holdings in Itron were worth $1,993,000 as of its most recent SEC filing
Other institutional investors have also made changes to their positions in the company
GeoWealth Management LLC increased its stake in Itron by 4,580.0% during the 4th quarter
GeoWealth Management LLC now owns 234 shares of the scientific and technical instruments company's stock worth $25,000 after buying an additional 229 shares during the period
Hager Investment Management Services LLC acquired a new stake in shares of Itron during the fourth quarter valued at about $67,000
increased its position in shares of Itron by 154.9% during the fourth quarter
now owns 864 shares of the scientific and technical instruments company's stock worth $94,000 after acquiring an additional 525 shares during the last quarter
Smartleaf Asset Management LLC lifted its stake in shares of Itron by 347.5% in the fourth quarter
Smartleaf Asset Management LLC now owns 886 shares of the scientific and technical instruments company's stock worth $97,000 after acquiring an additional 688 shares in the last quarter
GAMMA Investing LLC boosted its holdings in Itron by 15.6% in the fourth quarter
GAMMA Investing LLC now owns 1,177 shares of the scientific and technical instruments company's stock valued at $128,000 after purchasing an additional 159 shares during the last quarter
1.51% of the stock is currently owned by company insiders
ITRI traded up $0.62 during trading on Friday
128,759 shares of the company were exchanged
has a 52 week low of $90.03 and a 52 week high of $124.90
The firm has a 50 day moving average of $102.85 and a 200 day moving average of $107.41
The stock has a market cap of $5.00 billion
A number of equities analysts have issued reports on the company. StockNews.com lowered Itron from a "strong-buy" rating to a "buy" rating in a research report on Saturday
Canaccord Genuity Group increased their price objective on shares of Itron from $130.00 to $132.00 and gave the company a "buy" rating in a research note on Wednesday
Oppenheimer raised their price objective on shares of Itron from $124.00 to $131.00 and gave the stock an "outperform" rating in a report on Wednesday
Guggenheim restated a "buy" rating and issued a $133.00 target price on shares of Itron in a research note on Thursday
Piper Sandler lifted their price target on Itron from $119.00 to $124.00 and gave the stock a "neutral" rating in a research note on Thursday
the stock currently has an average rating of "Moderate Buy" and a consensus target price of $127.64
Get Our Latest Stock Report on Itron
The production value of Taiwan’s semiconductor industry in the third quarter rose about 9 percent from a quarter earlier
as the industry benefited from peak-season effects
the Industrial Technology Research Institute (ITRI
Output in the third quarter stood at NT$1.38 trillion (US $42.42 billion)
up from NT$1.27 trillion in the second quarter
the government-funded institute said in its IEK Current Quarterly Model report
the IC manufacturing segment recorded the best performance from July to September
with production value rising 11.1 percent from the previous quarter to NT$896.5 billion
The IC packaging service segment came in second
The four segments of the local semiconductor industry are expected to see output grow in the fourth quarter
with output value increasing 6.9 percent sequentially to NT$1.48 trillion
the local semiconductor industry is expected to post NT$5.3 trillion in production value
packaging and testing estimated to rise 27.5 percent
Analysts said Taiwan Semiconductor Manufacturing Co (TSMC
would serve as a driver to growth in the local IC industry this year
on the back of robust demand for its advanced 3-nanometer and 5-nanometer processes following the current boom in artificial intelligence development
At an investors’ conference earlier last month
TSMC forecast that sales this year would grow almost 30 percent from last year in US dollar terms
up from its previous estimate of 24 to 26 percent growth
While the aggressive US tariff policy is heaping heavy pressure on Taiwan's industrial operations and strategic planning
president of the Industrial Technology Research Institute (ITRI)
emphasized that Taiwan must turn this crisis into..
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Managing Director – Structured Credit Solutions
Andrea joined the Munich Re group in 2023 as Managing Director focusing on structured credit solutions and significant risk transfer transactions
following over 20 years of experience across the investment banking and insurance sectors
Andrea led global structured portfolio solutions at Marsh McLennan
he was a partner at StormHarbour Securities
a broker-dealer and financial advisory firm
where he specialised in asset-backed products
Andrea held senior leadership positions at Moody’s
focusing on analytical solutions for securitised products
a global insurance company spun off from General Electric
where he led European business development for flow insurance products and synthetic securitisation solutions
Andrea holds a Master’s degree in Electronic Engineering from Politecnico di Milano and an MBA from SDA Bocconi
TechnologyOlympic badminton player Howard Shu on ITRI's new AI-powered badminton training systemTaiwan's Industrial Technology Research Institute (ITRI) connected with Shu to have him trial the AI trainer at CES
You can’t have a discussion about sports technology today without including athletes in that conversation
investments and endorsements help fuel the space – they have emerged as major stakeholders in the sports tech ecosystem
The Athlete's Voice series highlights the athletes leading the way and the projects and products they’re putting their influence behind
Howard Shu is a two-time Olympic badminton player and US national champion who recently retired from competition after the Paris Games
the self-described “tech nerd” appeared at CES to try out a new AI-powered badminton training system developed by Taiwan's Industrial Technology Research Institute (ITRI)
cameras using computer vision relayed data such as shot speed and trajectory as well as on his own swinging motion
Shu, 34, is a UCLA graduate and former EY consultant now working in supply chain logistics as Manager Business Development & Operations for Hizooo Network Technology. He was recently starred in a short film about his athletic career called 10,000 Days of Chasing My Dreams
I did a little bit of quick Google search as well and saw the machine that they had
[Last week] was my first time actually seeing it and testing it out
I think there’s some refinement [to be done]
where it basically shoots a shuttle at you
So those are some of the metrics that it was actually giving me after I hit the shuttle that it fed to me
If we talk about AI or technology in the space with other racket sports like pickleball or padel
we've seen some other technologies trying to track number of shots in a rally or where you made the mistake
but it's not to your own use where you can track every shot
Sometimes they'll track a big smash or something like that
but not [it’s] something in your hands where you can track every single shot of your own
this player hit a 400-kilometer-an-hour smash once during the match.’ It's not like I would be able to dial in and say
I want to know if my smashes were dropping off by 5% or 10%.’ So those are the kind of metrics that you would really be able to act on if you had something like this
On using this new badminton data for racket fitting
One of the main use cases that I thought right away is — I follow a lot of other sports like tennis and golf — I think this type of technology would be extremely helpful in customizing or picking out the proper equipment for the athlete
all these details that are really meticulous
And so if I'm an athlete and maybe I'm not optimizing the proper equipment
whether it's string tension or there's head light or head heavy
test out 10 different models with 10 different variations of strings tensions and figure out which one is giving me the best smash
which otherwise would just right now be going by feeling like
[but] I don't know exactly what the speed was.’ You're seeing it in some of these other sports that have a little bit more money
that are already implementing it into a lot of their strategies
On other tendencies the system could learn
I'm sure those cameras are capable of [identifying tendencies]
whether you put in a match video and it spits out some sort of post-analysis data like
I made X amount of mistakes in my backhand or X amount of mistakes in my forehand.’ They might even be able to drill down to more meticulous details like
the height over the net on this shot was five inches or 10 inches
and that's what led to losing this point.’ It's obviously a lot of back-end code and different scenarios that they have to run
but there's definitely a ton of use cases for something like this
A post shared by Howard Shu (@shusonmyfeet)
one of the things I've done is I've laid off of all the impact cardio
But now it's always low-impact cardio — swimming
biking — but then it's tracking my heart rate
making sure I'm getting into the right zones to push that cardio
These are just all things that I would say were not accessible to the average consumer
and now we're really seeing companies push the envelope where it is very accessible to consumers
And I don't know what the timeline is on a machine like this
but I'm sure it'll be scalable to one day where it will be in the hands of consumers
On the surprising speeds of badminton smashes
The world record now is [565] kilometers an hour
That's obviously at contact because the way the shuttle works is
So as it flips when it lands on the other side
it's not traveling at 300 miles an hour anymore
But I'm confident to say I could probably still get it over 240 [mph
I've seen people do challenges where they smash a shuttle into a watermelon or break through cardboard and things like that