Core Insights - U.S. small-cap equities experienced modest gains in Q4 2025, supported by attractive valuations, earnings recovery, and a shift from mega-cap stocks [1] - The Aristotle Small Cap Equity Fund (Class I-2) returned 1.96% in Q4 2025, underperforming the Russell 2000 Index's 2.19% total return [1] - Security selection positively impacted overall performance, while allocation effects detracted from it [1] Company-Specific Insights - Itron, Inc. (NASDAQ:ITRI) was identified as a major performance detractor for the Aristotle Small Cap Equity Fund in Q4 2025, with a one-month return of -10.68% and a 12-month decline of 7.88% [2] - Itron, Inc. has a market capitalization of $4.093 billion and is involved in manufacturing and distributing electric, water, and gas meters [2][3] - The stock sold off due to slower-than-anticipated regulatory approvals, but the company is expected to benefit from power grid modernization efforts in 2026 [3] - Itron, Inc. is not among the 30 most popular stocks among hedge funds, with 37 hedge fund portfolios holding its shares at the end of Q3 2025, an increase from 35 in the previous quarter [4] - While Itron, Inc. has potential as an investment, certain AI stocks are considered to offer greater upside potential and less downside risk [4]

Itron, Inc. (NASDAQ:ITRI) is one of the 12 best mid cap AI stocks to buy according to hedge funds. On February 3, Itron, Inc. (NASDAQ:ITRI) and Toumetis announced a project in Southern California to enhance power reliability and reduce wildfire risks. The project is being carried out under the EPIC program with San Diego Gas & Electric (SDG&E). The companies intend to improve electric reliability by restoring power more quickly when outages occur and preventing outages before they happen. The project combi ...

Wall Street analysts expect Itron (ITRI) to post quarterly earnings of $2.19 per share in its upcoming report, which indicates a year-over-year increase of 62.2%. Revenues are expected to be $561.79 million, down 8.3% from the year-ago quarter.The current level reflects a downward revision of 0.4% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.Prior to a compan ...

Pacific Gas and Electric Company (PCG) and Itron (ITRI) are on the next phase of their collaboration to “transform the energy landscape, enhance the customer experience, reduce wildfire risk and create a more reliable and flexible grid,” the company said. “This collaboration is about innovating to improve the lives of California’s families and businesses,” said Mike Delaney, Vice President, Strategy & Innovation, PG&E. “By using grid-edge technology and real-time data, we can make it easier for our custome ...

Core Insights - The collaboration between Itron and Toumetis aims to enhance wildfire mitigation and improve electric reliability in Southern California through advanced real-time analytics [1][2] - The project focuses on reducing SAIFI (System Average Interruption Frequency Index) and SAIDI (System Average Interruption Duration Index) by preventing outages and shortening their duration [4][5] Project Overview - The initiative integrates Itron's high-resolution data with Toumetis' Cascadence™ predictive analytics platform, currently utilized across over 800 electric distribution circuits [2][10] - The system consolidates data from smart meters, substation power quality measurements, relay signals, and other grid sensors to create a unified operational view [2][6] Objectives and Strategies - A primary goal is to prevent outages by early identification of precursor conditions and to reduce outage duration through faster fault location and restoration [4][5] - The project employs a physics-based location algorithm and AI/ML models to detect risks earlier and prioritize high-impact events, particularly in areas prone to wildfires [3][6] Implementation and Future Plans - Initial efforts will focus on data integration and measuring key metrics such as prevented events and time-to-restore [7] - The results from this project may guide potential expansions into additional circuits and operating scenarios [7] Company Profiles - **Itron**: Specializes in intelligent infrastructure solutions for energy, water, and city services, aiming to improve efficiency and reliability [8] - **Toumetis**: Provides AI/ML and physics-informed analytics to help utilities predict and prevent grid events, with its Cascadence platform enhancing operational decision-making [10]

Core Insights - The collaboration between Pacific Gas and Electric Company (PG&E) and Itron aims to transform the energy landscape, enhance customer experience, reduce wildfire risk, and create a more reliable and flexible grid [1][2] Group 1: Customer Experience and Electrification - The partnership focuses on improving the ease and affordability of home EV charging and electrification, addressing the high costs and lengthy processes associated with electrical upgrades for fast Level 2 EV chargers [3][4] - Itron's grid edge devices can connect directly to Level 2 chargers, automatically adjusting charging speeds based on home electrical limits and local grid conditions, thus avoiding costly upgrades for customers with smaller panels [4][5] Group 2: Grid Safety and Efficiency - The collaboration enhances PG&E's ability to operate the grid more safely and efficiently, reducing operations and maintenance costs while driving down customer rates [6] - Real-time grid awareness is achieved through distributed intelligence applications, allowing PG&E to respond to grid changes in less than one second, which helps in quickly identifying and addressing potential issues [7] - The technology aids in wildfire mitigation by detecting unusual electrical activity that could signal equipment problems, enabling early intervention [7] Group 3: Load Management and Infrastructure - The grid edge devices assist PG&E in balancing electricity demand as more customers adopt electric technologies, optimizing existing grid assets and limiting the need for additional upgrades [8] - PG&E plans to install up to 1,000 new Itron devices by 2026, with intentions to scale to hundreds of thousands, shaping the long-term advanced metering infrastructure [9] Group 4: Funding and Innovation - The collaboration is partially funded through PG&E's electric R&D budget under the Electric Program Investment Charge (EPIC), which supports the demonstration of new technologies for safety, reliability, and affordability [10]

Company Performance - Itron's stock closed at $99.08, down 1.11%, underperforming the S&P 500, which fell 0.43% [1] - Over the last month, Itron's shares increased by 7.89%, outperforming the Computer and Technology sector's gain of 1.51% and the S&P 500's gain of 0.89% [1] Upcoming Earnings - Itron is set to release its earnings report on February 17, 2026, with an expected EPS of $2.19, representing a 62.22% increase from the same quarter last year [2] - Revenue is projected at $561.79 million, reflecting an 8.33% decline from the equivalent quarter last year [2] Annual Forecast - For the entire year, Zacks Consensus Estimates forecast earnings of $6.86 per share and revenue of $2.36 billion, indicating a 22.06% increase in earnings and no change in revenue compared to the previous year [3] Analyst Estimates - Recent changes in analyst estimates for Itron suggest a positive outlook, as upward revisions are typically seen as favorable for business prospects [3][4] Zacks Rank - Itron currently holds a Zacks Rank of 4 (Sell), with a recent downward shift of 3.02% in the consensus EPS estimate [5] - The Zacks Rank system has a historical average annual return of +25% for 1 ranked stocks since 1988 [5] Valuation Metrics - Itron has a Forward P/E ratio of 16.94, which is lower than the industry average of 23.56 [6] - The company also has a PEG ratio of 0.56, significantly below the industry average PEG ratio of 2.98 [7] Industry Context - Itron operates within the Electronics - Testing Equipment industry, which ranks in the top 24% of over 250 industries according to the Zacks Industry Rank [8]

Core Insights - Itron, Inc. is showcasing advancements in its Grid Edge Intelligence portfolio and newly formed Resiliency Solutions segment at DTECH 2026, addressing grid complexity, rising energy demand, and reliability challenges [1][5] Grid Edge Intelligence Portfolio - The Grid Edge Intelligence portfolio provides utilities with end-to-end business solutions, leveraging distributed intelligence (DI) to enhance visibility and control at the grid edge, ultimately reducing total cost of ownership (TCO) [2] - Itron has shipped over 16 million DI-enabled meters and manages more than 100 million endpoints, with 70GWh of flexible customer load and generation dispatched in 2025 [2] - Collaborations with major tech companies like NVIDIA, Microsoft, and AWS enhance the portfolio's capabilities in AI and machine learning, allowing for real-time insights and improved utility data value extraction [3][14] Resiliency Solutions Segment - The new Resiliency Solutions segment integrates capabilities from recent acquisitions (Urbint and Locusview) to help utilities manage critical systems throughout their lifecycle, from planning to operations [4] - These solutions aim to increase efficiency, resilience, and reliability, particularly during high-pressure events such as natural disasters [9] Customer Experience and DER Management - Itron's Customer Experience solutions unify real-time load disaggregation and grid-capacity data, improving program design and customer satisfaction [7] - The IntelliFLEX DERMS solution managed over 70GWh of flexible customer load in 2025 and supports battery storage and solar management across major territories [7] Advanced Grid Reliability - Itron's Advanced Grid Reliability solutions target a 10% reduction in outage minutes and a 20% increase in capacity through improved asset utilization [8] - These solutions provide real-time visibility and analytics to optimize grid operations and enhance safety and resiliency [8] Strategic Collaborations - Itron's partnerships with companies like Schneider Electric and NET2GRID focus on improving grid operations and customer engagement through advanced analytics and load disaggregation [3][12] - Collaborations with Gordian Technologies and Snowflake enhance grid reliability and enable practical power flow analysis for utilities [13][14]

Core Insights - Itron, Inc. (ITRI) has partnered with Snowflake to transform utility and city operations in energy and water networks through advanced data analytics and grid intelligence [1][9] Group 1: Collaboration and Solutions - The collaboration focuses on Itron's Grid Planning solution, which utilizes Snowflake's data platform to enhance utility planning and operations, providing accurate data and advanced forecasting capabilities [3][4] - Itron's Grid Planning solution features Powerflow, an innovative system capable of 8,760-hour load forecasting, allowing utilities to identify capacity constraints and improve reliability [3][4] Group 2: Market Dynamics and Challenges - The rise of distributed energy resources (DERs) like solar panels and electric vehicles has complicated power grid management, necessitating advanced analytics and computing power to handle demand fluctuations [2] - Traditional planning tools are inadequate for the complexities of modern, decentralized energy systems, highlighting the need for Itron's advanced solutions [2] Group 3: Strategic Benefits and Features - The partnership offers utilities scalable performance, security, compliance, and cost transparency through usage-based pricing and real-time monitoring [4] - Utilities benefit from operational flexibility with cloud-agnostic deployment and access to AI-driven analytics for predictive maintenance and real-time grid optimization [4] Group 4: Global Rollout and Future Developments - Itron's Grid Planning solution is being rolled out globally, with certain modules already available and others expected to launch by 2026 [5][9] - The full solution operates on Snowflake's AI Data Cloud, ensuring seamless deployment across major cloud providers [5] Group 5: Strategic Acquisitions - Itron is strengthening its capabilities through strategic acquisitions, including the planned purchase of Locusview for $525 million and Urbint for $325 million, aimed at enhancing its grid intelligence and safety analytics [7][8]

Core Insights - Itron is enhancing its collaboration with Microsoft to leverage AI for improving utility operations, focusing on efficiency, resilience, and customer engagement [1][3] - The introduction of the Itron Intelligent Edge Operating System (IEOS) Connector for Microsoft 365 Copilot allows utilities to utilize natural-language queries to access insights from Itron's data management systems [2][3] - The partnership aims to redefine grid edge intelligence by applying AI to optimize operations and enhance customer experiences, addressing the challenges utilities face in modernizing infrastructure and reducing costs [3] Company Developments - Itron is launching the IEOS Connector, which integrates with Microsoft 365 Copilot, enabling utilities to access data on consumption patterns, outage history, and other operational insights [2] - The collaboration will automate exception handling in utility processes, such as billing, improving accuracy and accelerating revenue cycles [3] - Itron and Microsoft will showcase their innovations and AI roadmap at DTECH from February 2-5, 2026, highlighting their commitment to AI-driven grid modernization [4] Industry Impact - The partnership is positioned to help utilities achieve measurable gains in efficiency and resilience while preparing for a more sustainable grid [3][6] - Itron's solutions will be made available through the Microsoft Marketplace, facilitating easier access for utilities and partners [6] - The collaboration supports immediate operational improvements and lays the groundwork for a future powered by AI in utility management [6]