
Itron (ITRI) Stock Forecast & Price Target
Itron (ITRI) Analyst Ratings
Bulls say
Itron Inc. demonstrates a positive financial outlook driven by substantial growth in Annual Recurring Revenue (ARR), projected to reach a run-rate of $368 million by the fourth quarter of 2025, reflecting a 24% increase. The company's software divisions are positioned for accelerated growth, supported by a 27% year-over-year growth in the sales pipeline and a $150 million quarter-over-quarter increase in backlog, indicating strong demand for its offerings. Additionally, Itron has surpassed its FY27 margin and free cash flow conversion targets two years early, suggesting operational efficiency and a favorable trajectory for future profitability amidst ongoing acquisitions and strategic growth initiatives.
Bears say
The analysis of Itron Inc. indicates a concerning downward revision in revenue growth expectations, with a projected compound annual growth rate (CAGR) of -0.3% for 2024-2027, significantly lower than the previously anticipated 3.5% and less favorable than that of comparable companies. Additionally, the company's 2026 forecasts reveal stagnant revenue year-over-year and a substantial 7% decline in EBITDA, signaling potential challenges in maintaining profitability amidst a complex market environment. Further complicating Itron's outlook, ongoing uncertainties, including potential supply shortages and the necessity for timely technological advancements, suggest that its competitive position may weaken, impacting the firm’s long-term financial stability.
This aggregate rating is based on analysts' research of Itron and is not a guaranteed prediction by Public.com or investment advice.
Itron (ITRI) Analyst Forecast & Price Prediction
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