ITRITechnology · Scientific & Technical InstrumentsThe 13 Wall Street analysts covering Itron, Inc. hold a median 12-month price target of $130 — +28.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 73 of 100 as at 1 Aug 2026 — in the upper half. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Itron, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Value (97): The shares cost little relative to the profits and assets behind them — which can mean the market is too gloomy, or that the business really is in trouble.
Momentum (22): The shares have been drifting down relative to others.
The rank is the raw material. Whether the rules would actually own Itron, Inc. — and when they’d sell — is the membership.
The bullish and bearish analyst opinions on ITRI, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The green dot is the last close — the median target sits +28.8% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 29 July 2026 | Needham | Maintains | Buy | $116 → $128 |
| 20 May 2026 | Stephens & Co. | Reiterates | Overweight | $130 |
| 20 May 2026 | Stephens & Co. | Reiterates | Overweight | — |
| 29 Apr 2026 | TD Cowen | Maintains | Buy | — |
| 16 Apr 2026 | JP Morgan | Maintains | Overweight | — |
| 16 Apr 2026 | Oppenheimer | Maintains | Outperform | — |
| 6 Mar 2026 | Needham | Initiates | Buy | — |
| 18 Feb 2026 | Baird | Upgrade | Outperform | — |
| 18 Feb 2026 | Oppenheimer | Maintains | Outperform | — |
| 17 Feb 2026 | Guggenheim | Downgrade | Neutral | — |
| 13 Feb 2026 | Guggenheim | Downgrade | Neutral | — |
| 27 Jan 2026 | Oppenheimer | Maintains | Outperform | — |
| 5 Jan 2026 | Johnson Rice | Upgrade | Buy | — |
| 4 Nov 2025 | Argus Research | Downgrade | Hold | — |
| 31 Oct 2025 | Baird | Downgrade | Neutral | — |
| 16 Oct 2025 | JP Morgan | Maintains | Overweight | — |
| 7 Oct 2025 | Stephens & Co. | Reiterates | Equal-Weight | — |
| 31 July 2025 | JP Morgan | Upgrade | Overweight | — |
| 22 July 2025 | JP Morgan | Maintains | Neutral | — |
| 22 July 2025 | Roth Capital | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 44% of US stocks
Cheaper than 54% of US stocks
Cheaper than 36% of US stocks
Cheaper than 25% of US stocks
Higher than 18% of US stocks
Higher than 19% of US stocks
Higher than 52% of US stocks
Higher than 72% of US stocks
Higher than 74% of US stocks
Higher than 78% of US stocks
Higher than 77% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. ITRI appears on the weeks it earns a place.
Itron shares rose 17.4% after the company reported strong quarterly earnings and raised its full-year guidance, citing demand driven by artificial intelligence.
Why it matters — The guidance raise and AI-linked demand signal improved growth prospects for Itron's business.
Zacks Investment Research reported that the mean of analysts' price targets for Itron (ITRI) suggests a potential 25.1% upside, and noted that strong agreement among analysts in raising earnings estimates could indicate further stock gains.
Why it matters — ITRI watchers would care because analyst price targets and rising earnings estimates are closely watched signals that can influence market perception of the stock's direction.
Zacks Investment Research published an article questioning whether investors are currently undervaluing Itron (ITRI), with a focus on earnings estimates and estimate revisions as key evaluation criteria.
Why it matters — ITRI watchers would care because the piece highlights that valuation perceptions based on earnings estimate trends could influence investor sentiment and stock analysis.
Itron exceeded Q2 EPS estimates by 22.3% and raised its 2026 earnings outlook despite lower revenue, driven by strong margins and a solid backlog, which propelled the stock up 26%.
Why it matters — The earnings beat and upgraded forward guidance, achieved despite revenue softening, highlight Itron's improving profitability and operational strength.
Itron's stock rose 26% after the company raised its net income guidance substantially, despite missing revenue expectations by a small margin.
Why it matters — The strong upward revision to net income guidance signals improving profitability, which is a key metric for investors following ITRI.
The 13 Wall Street analysts covering Itron, Inc. have a median 12-month price target of $130, with estimates ranging from $115 to $150. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 13 analysts covering Itron, Inc., 10 rate it a Buy, 2 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Itron, Inc. 73 out of 100 across roughly 4,600 US stocks as at 1 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 1 Aug 2026, Itron, Inc. ranks 73 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Value (97 of 100).
No one can know that. What the data says: the median 12-month target from 13 analysts implies +28.8% from the last close, and Ticker Nerd's factor model ranks Itron, Inc. 73 out of 100 as at 1 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Itron, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for ITRI are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $115 to $150 over the next 12 months.
Itron, Inc. returned -18.0% over the 12 months to 3 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Itron Inc. is a technology and services company that provides solutions to measure, manage, and analyze energy and water use.
The most recent item we track (The Motley Fool, 31 July 2026): "Why Shares of Itron Stock Jumped 17.4% This Week". Itron shares rose 17.4% after the company reported strong quarterly earnings and raised its full-year guidance, citing demand driven by artificial intelligence.
Itron Inc. is a technology and services company that provides solutions to measure, manage, and analyze energy and water use. It operates through three key segments: Device Solutions, Networked Solutions, and Outcomes. The Device Solutions segment offers hardware products for measurement, control, and sensing without embedded communications, designed for integration with broader Itron systems. Networked Solutions combines communicating devices, network infrastructure, and application software into complete solutions. The Outcomes segment delivers value-added software and services that manage, organize, analyze, and interpret data to enhance decision-making and operational profitability. These offerings support utilities and cities in optimizing resource efficiency, enabling smart grid technologies, and improving sustainability efforts. Founded in 1977 and headquartered in Liberty Lake, Washington, Itron Inc. plays a vital role in the intelligent edge solutions market, focusing on next-generation infrastructure for energy and water management.
CEO Mr. Thomas L. Deitrich · 4,987 employees · United States · https://na.itron.com