A sharp rally, a sudden reversal, record cash flow, and one institutional trim -- all raise a bigger question about where Itron fits in a long-term portfolio right now.Aristotle Capital Boston cut its stake in Itron (ITRI 1.00%) by 123,119 shares in the third quarter, contributing to a reduction in the overall position value of about $18.35 million, according to a November 14 SEC filing.What HappenedAccording to a U.S. Securities and Exchange Commission (SEC) filing dated November 14, Aristotle Capital Bost ...

Core Insights - Zacks Premium offers various tools for investors to enhance their stock market strategies and confidence in investing [1] Zacks Style Scores - Zacks Style Scores are indicators that rate stocks based on value, growth, and momentum methodologies, helping investors identify stocks likely to outperform the market in the next 30 days [2] - Stocks are rated from A to F, with A indicating the highest potential for outperformance [3] Value Score - The Value Style Score identifies attractive and discounted stocks using ratios like P/E, PEG, Price/Sales, and Price/Cash Flow [3] Growth Score - The Growth Style Score focuses on a company's financial strength and future outlook, analyzing projected and historical earnings, sales, and cash flow [4] Momentum Score - The Momentum Style Score helps investors capitalize on price trends, utilizing factors like one-week price changes and monthly earnings estimate changes [5] VGM Score - The VGM Score combines all three Style Scores, serving as a key indicator alongside the Zacks Rank to identify stocks with the best value, growth, and momentum [6] Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to guide investors, with 1 (Strong Buy) stocks achieving an average annual return of +23.81% since 1988, significantly outperforming the S&P 500 [7] - There can be over 800 top-rated stocks available, making it essential to use Style Scores to narrow down choices [8] Stock Selection Strategy - To maximize returns, investors should focus on stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B, while also considering the direction of earnings estimate revisions [9][10] Company Spotlight: Itron Inc - Itron Inc, founded in 1977 and based in Liberty Lake, WA, is a leading supplier of advanced metering technology and services for utility sectors [11] - Itron holds a Zacks Rank of 3 (Hold) and has a VGM Score of A, indicating solid potential [11] - The company is projected to achieve year-over-year earnings growth of 22.2% for the current fiscal year, with a recent increase in earnings estimates [12]

Core Insights - Itron, Inc. (ITRI) has deployed its Advanced Metering Infrastructure (AMI) Essentials for water in Tucson, Arizona, aimed at modernizing the city's water infrastructure and supporting long-term sustainability goals [1][9] - The AMI Essentials solution includes 250,000 smart water communication modules, cellular Network-as-a-Service (NaaS), and the Temetra meter data management system, enhancing operational efficiency and community engagement [2][9] Technology and Implementation - The AMI Essentials for water is tailored for small- and medium-sized water utilities, providing a comprehensive solution that integrates smart meters, advanced connectivity, and data management tools [2] - Tucson's water supply challenges, particularly its reliance on Colorado River water, are addressed through the One Water 2100 Plan, which emphasizes water resiliency and sustainability [3] - The system allows for real-time data collection, enabling Tucson Water to detect leaks quickly and provide consumers with access to their usage data, thereby promoting water conservation [4][9] Operational Benefits - Automated data collection eliminates the need for manual meter readings, resulting in significant time and resource savings [5] - The deployment of Itron Cellular 500W modules will convert existing meters into smart meters, capturing and transmitting consumption data every 15 minutes [6] - Temetra, the cloud-based meter data management platform, will unify readings from various meter types and provide insights into water usage and non-revenue water loss [7] Market Challenges - Itron faces margin pressure due to increasing competition in the AMI sector, particularly in North America, which may lead to lower meter prices [8] - In Europe, the presence of numerous service providers offering complete deployments poses a challenge for Itron to maintain a pricing premium as a comprehensive solution provider [8]

Core Insights - Tucson Water is partnering with Itron, Inc. to implement Advanced Metering Infrastructure (AMI) Essentials for water, aimed at enhancing water conservation efforts and improving operational efficiency [1][2][5] Group 1: Project Overview - The AMI project began in Q3 2025 and is expected to be fully completed by the end of 2029, aligning with Tucson's One Water 2100 Plan for sustainable water management [2][6] - Itron's solution includes 250,000 smart water communication modules, cellular Network-as-a-Service (NaaS), and Temetra meter data management, facilitating a comprehensive transformation of Tucson's water utility operations [2][4] Group 2: Key Benefits - Water Conservation: The AMI solution will help identify potential leaks and provide detailed consumption data, empowering customers to make informed water usage decisions [4][5] - Enhanced Customer Service: The system will proactively alert the city of unusual spikes in water usage, enabling swift responses to reduce water loss [4][5] - Improved Operational Efficiency: The modules will automatically collect and transmit data, optimizing resource use and saving time for the utility [4][6] Group 3: Technological Components - Itron Cellular 500W Modules will transform existing water meters into smart meters, collecting data every 15 minutes [4] - Itron's Cellular NaaS will manage the network and software, ensuring secure data collection and management [4] - Temetra, Itron's cloud-based platform, will unify meter readings and support proactive infrastructure management [4][6] Group 4: Strategic Importance - The deployment of AMI is seen as a crucial investment for Tucson Water, enhancing reliability and resilience in water management [5][6] - The initiative reflects Tucson's commitment to responsible water stewardship and community-driven conservation strategies [2][5]

Core Points - Itron, Inc. has announced that its 2026 Annual Meeting of Shareholders will take place on May 7, 2026, with further details to be provided in the notice sent to shareholders [1] - The date for the 2026 annual meeting was previously set for May 14, 2026, as per a proxy statement filed with the SEC on March 24, 2025 [2] - Shareholders wishing to propose nominations for the election of directors must submit their written notice between January 7, 2026, and February 6, 2026 [2] - Additional information regarding shareholder proposals can be found in Itron's proxy statement filed with the SEC [3] Company Overview - Itron is focused on transforming the management of energy, water, and city services through intelligent infrastructure solutions [4] - The company's technology aims to enhance efficiency, resilience, and the delivery of safe, reliable, and affordable services [4] - Itron connects people, data insights, and devices to help communities manage essential resources effectively [4]

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Company Overview - Itron, Inc. is a leading technology provider specializing in integrated solutions for utilities and smart cities, addressing energy, water, and infrastructure management needs [5] - The company generates revenue through direct sales and partnerships by providing end-to-end measurement, control, and analytics solutions, as well as cloud-based services and ongoing maintenance [8] - Itron's strategy focuses on combining hardware, network connectivity, and advanced analytics to deliver operational efficiency and actionable insights for clients [6] Financial Metrics - As of November 5, 2025, Itron's share price was $107.15, with a market capitalization of $4.87 billion [4] - The company's revenue for the trailing twelve months (TTM) was $2.41 billion, and net income for the same period was $257.53 million [4] Investment Activity - Impax Asset Management Group increased its investment in Itron by acquiring approximately 890,040 shares, raising the position's value by $105.16 million, totaling 1,588,950 shares worth $197.15 million as of September 30, 2025 [2][3] - The Itron stake represents 1.15% of Impax's 13F assets under management (AUM) after the trade [3] Market Position and Growth Potential - Itron plays a crucial role in modernizing utility infrastructure, with its devices measuring and managing electricity and water flow [11] - The company has strategic customer relationships and high switching costs, which could support long-term growth if it successfully expands its revenue from analytics, software, and higher-margin services [12] - Itron's importance is underscored by its ability to help cities respond to aging infrastructure, tighter regulations, and rising efficiency demands [11]

Core Insights - The American Century U.S. Quality Growth ETF (QGRO) has made significant adjustments to its holdings, reflecting the flexibility of ETF managers in response to market movements [1][3][6] Fund Overview - QGRO was launched in September 2018 and charges 29 basis points for investing in U.S. firms with high growth potential and strong fundamentals [2] - The fund tracks the American Century U.S. Quality Growth Index, which screens for factors like income and quality using metrics such as cash flow and profitability [2] Recent Changes in Holdings - Notable changes in QGRO's portfolio include the dropping of at least two stocks and the addition of two new stocks, along with adjustments to the weights of six existing stocks [3] - Major tech companies such as Alphabet (GOOGL), Meta Platforms (META), and Amazon (AMZN) saw their weights decrease by 1.22%, 1.32%, and 1.74% respectively between November 21 and 24 [3] - Conversely, Amphenol Corporation (APH), Ralph Lauren Corporation (RL), and Expedia Group, Inc. (EXPE) experienced weight increases of 3.53%, 2.1%, and 1.33% respectively [4] Specific Stock Adjustments - The two stocks that were dropped from QGRO included Itron Inc. (ITRI) and Booz Allen Hamilton Holding Corporation (BAH), which had weights of 0.76% and 0.72% respectively before being removed [5] - The largest additions to the fund were Cardinal Health, Inc. (CAH) and HCA Healthcare, Inc. (HCA), with weights of 1.08% and 1.25% respectively [5] Performance Metrics - QGRO has achieved a year-to-date return of 12.4%, focusing on quality and growth-oriented companies [6] - The recent reduction in weight for three major tech stocks may attract investors looking to diversify into other rising companies [6]

Core Insights - Itron, Inc. has announced the addition of Connected Lighting Solutions (CLS) to its Engage Sales Channel Partner Program in Australia, aiming to enhance the deployment of smart lighting technologies across the country [1][10] - The partnership is expected to leverage CLS's local expertise in street lighting and Itron's advanced smart lighting capabilities to support councils and utilities in achieving efficient and sustainable lighting solutions [3][6] Group 1: Partnership Details - CLS will assist in the deployment of Itron's smart lighting technologies, including the Networked Lighting Controller (NLC) and CityEdge software platform [1] - The Itron Engage program is designed to empower local partners with training and tools, simplifying procurement and reducing deployment risks through on-site support [2][10] - The collaboration aims to enhance public services, cut emissions, and improve urban quality of life, particularly as over 90% of Australians reside in urban areas [4] Group 2: Service Offerings - CLS will provide comprehensive support for customers adopting Itron's smart lighting solutions, covering project design, installation, and ongoing maintenance [5] - The CityEdge platform will enable features such as remote monitoring, adaptive lighting schedules, and real-time outage detection, which are crucial for enhancing public safety and reducing energy waste [5] Group 3: Strategic Initiatives - Itron's partnership with CLS strengthens its presence in Australia and makes its smart lighting solutions more accessible [6] - The company is also focusing on strategic collaborations, such as its partnership with Gordian Technologies to integrate AI and machine learning into its Grid Edge Intelligence portfolio [7] - Itron plans to acquire Urbint, Inc. for $325 million to enhance its AI and safety analytics capabilities, which aligns with its strategy to improve grid resilience and disaster management [7] Group 4: Financial Outlook - For the fourth quarter of 2025, Itron expects revenues to be between $555 million and $565 million, reflecting a 9% year-over-year decline at the midpoint [8] - The anticipated non-GAAP EPS is projected to be in the range of $2.15 to $2.25 [8] Group 5: Market Performance - Itron currently holds a Zacks Rank of 3 (Hold) and has seen a stock decline of 19.4% over the past year, compared to an 11.9% decline in the Zacks Electronics - Testing Equipment industry [9]

Core Insights - Itron, Inc. has signed a definitive agreement to acquire Locusview, Ltd. for $525 million, expected to close in January 2026 [1][8] - The acquisition aims to enhance Itron's Resiliency Solutions portfolio and improve infrastructure deployment capabilities for utility providers [2][8] - Itron is actively pursuing acquisitions to strengthen its digital and operational intelligence offerings amid macroeconomic pressures [3][4] Acquisition Details - Locusview's platform is designed for utility construction management, providing a scalable SaaS solution that improves productivity and project management [2] - The acquisition of Urbint, Inc. for $325 million is also planned to enhance Itron's AI and safety analytics capabilities, expected to close in Q4 2025 [4] - Itron's acquisition strategy includes previous purchases like Elpis Squared, aimed at optimizing energy distribution [5] Financial Performance and Outlook - Itron's Networked Solutions segment generated 73.9% of total revenues in Q3 2025, amounting to $365.4 million, driven by connected infrastructure projects [5] - The company is facing softer near-term demand, leading to a reduction in 2025 revenue outlook to $2.35–$2.36 billion and a fourth-quarter revenue guidance of $555–$565 million [6][8] - Itron's bookings for 2025 are expected to fall below the 1:1 target due to delays in customer decisions and macroeconomic uncertainties [6] Market Position - Itron currently holds a Zacks Rank of 3 (Hold), with its stock declining 20.8% over the past year, compared to a 13.5% decline in the Zacks Electronics - Testing Equipment industry [7]