Core Insights - Itron, Inc. is collaborating with Manila Electric Company (Meralco) to implement its Advanced Metering Infrastructure (AMI) solution, which will initially manage 73,000 endpoints in Metro Manila, with plans for future expansion [1][2] Group 1: Collaboration and Implementation - The partnership is a significant part of Meralco's smart grid modernization program aimed at enhancing customer satisfaction [1] - The AMI solution is designed to support a wide range of smart city applications and improve the electricity delivery system for over 8 million customers [2] Group 2: Technical Features and Benefits - Itron's AMI solution enables near real-time, two-way communication between the utility's back office and endpoints, improving outage response and reducing downtime [3] - The infrastructure supports future innovations, such as integrating distributed energy resources (DERs) like solar panels and electric vehicles, enhancing customer visibility into energy usage [3] Group 3: Executive Statements - Meralco's Executive Vice President highlighted the collaboration as a step towards a smarter energy future, improving billing services and customer engagement [4] - Itron's Senior Vice President emphasized the flexibility of the Gen5 solution, which supports multiple meter brands, allowing for scalable deployments without vendor lock-in [4] Group 4: Key Components of the AMI Solution - The solution includes a centralized headend system for control and visibility, near real-time data exchange, reliable data transmission, and extended connectivity in complex service areas [6]

Company Performance - Itron's stock closed at $131.33, reflecting a -2.18% change from the previous day, underperforming the S&P 500's gain of 0.53% [1] - Over the past month, Itron's shares increased by 10.87%, outperforming the Computer and Technology sector's gain of 2.01% and the S&P 500's gain of 0.71% [1] Upcoming Earnings - Itron is set to release its earnings report on October 30, 2025, with expected earnings of $1.48 per share, indicating a year-over-year decline of 19.57% [2] - The consensus estimate for Itron's revenue is $576.45 million, representing a 6.34% decline compared to the same quarter last year [2] Full-Year Estimates - The Zacks Consensus Estimates for Itron's full-year earnings are $6.07 per share and revenue of $2.37 billion, reflecting year-over-year changes of +8.01% and -2.76%, respectively [3] - Recent changes in analyst estimates indicate a dynamic business trend, with positive revisions suggesting analyst optimism about Itron's profitability [3] Valuation Metrics - Itron's Forward P/E ratio is 22.11, which is lower than the industry average Forward P/E of 23.91 [6] - The company has a PEG ratio of 0.74, significantly below the Electronics - Testing Equipment industry's average PEG ratio of 2.65 [6] Industry Context - The Electronics - Testing Equipment industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 21, placing it in the top 9% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Core Viewpoint - Itron (ITRI) has received an upgrade to a Zacks Rank 1 (Strong Buy) due to an upward trend in earnings estimates, which is a significant factor influencing stock prices [1][2]. Earnings Estimates and Stock Price Movement - The Zacks rating system emphasizes the importance of changing earnings estimates in determining near-term stock price movements, making it a valuable tool for investors [2][3]. - Institutional investors often rely on earnings estimates to assess a company's fair value, leading to stock price movements based on their buying or selling actions [3]. Business Improvement Indicators - The increase in earnings estimates and the Zacks rating upgrade for Itron suggest an improvement in the company's underlying business, which could lead to higher stock prices as investors respond positively [4]. Importance of Earnings Estimate Revisions - Empirical research indicates a strong correlation between earnings estimate revisions and near-term stock movements, highlighting the significance of tracking these revisions for investment decisions [5]. - The Zacks Rank system effectively utilizes earnings estimate revisions to classify stocks, providing a structured approach to investment analysis [6]. Specifics on Itron's Earnings Estimates - For the fiscal year ending December 2025, Itron is expected to earn $6.07 per share, which remains unchanged from the previous year, while the Zacks Consensus Estimate has increased by 11.5% over the past three months [7]. Zacks Rating System Overview - The Zacks rating system maintains a balanced distribution of ratings, with only the top 5% of stocks receiving a "Strong Buy" rating, indicating superior earnings estimate revisions [8][9]. - Itron's upgrade to a Zacks Rank 1 places it among the top 5% of Zacks-covered stocks, suggesting potential for market-beating returns in the near term [9].

Core Insights - The Mobility House and Itron, Inc. are collaborating on a project in New York State aimed at accelerating fleet electrification [1] - The initiative is supported by the New York State Energy Research and Development Authority (NYSERDA) [1] Company Overview - The Mobility House is recognized as a global leader in smart charging and energy management solutions [1] - Itron, Inc. is focused on innovating methods for utilities and cities to manage energy and water [1] Project Details - The project will implement technology designed to enhance fleet electrification [1] - It involves the use of cutting-edge flexible service connections [1]

Company Performance - Itron's stock closed at $122.20, reflecting a -3.48% change from the previous day, underperforming the S&P 500's daily loss of 2.71% [1] - Over the past month, Itron's shares gained 5.07%, which is lower than the Computer and Technology sector's gain of 6.22% and higher than the S&P 500's gain of 3.5% [1] Upcoming Earnings - Itron is set to release its earnings on October 30, 2025, with projected earnings per share (EPS) of $1.48, indicating a 19.57% decrease from the same quarter last year [2] - The consensus estimate for revenue is $576.45 million, reflecting a 6.34% decrease compared to the same quarter of the previous year [2] Annual Estimates - For the annual period, Zacks Consensus Estimates forecast earnings of $6.07 per share and revenue of $2.37 billion, representing changes of +8.01% and -2.76% respectively from the previous year [3] Analyst Estimates - Recent changes to analyst estimates for Itron are important as they reflect the shifting dynamics of short-term business patterns, with upward revisions indicating analysts' positive outlook on the company's operations [4] Zacks Rank and Valuation - Itron currently holds a Zacks Rank of 2 (Buy), with a Forward P/E ratio of 20.85, which is a discount compared to the industry average Forward P/E of 23.2 [6] - The company has a PEG ratio of 0.7, significantly lower than the Electronics - Testing Equipment industry's average PEG ratio of 2.63 [7] Industry Overview - The Electronics - Testing Equipment industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 9, placing it in the top 4% of over 250 industries [8]

Core Viewpoint - Itron, Inc. is set to release its financial results for the quarter ending September 30, 2025, on October 30, 2025, before market opening, followed by a management conference call to discuss the results [1]. Financial Results Announcement - The financial results will be available on the company's website at 8:30 a.m. EDT on October 30, 2025 [1]. - A management conference call will take place at 10 a.m. EDT on the same day to discuss the financial results [1]. Conference Call Access - Interested parties can listen to the conference call via a live webcast, which can be accessed through the company's website [2]. - Participants are encouraged to pre-register and should access the webcast 10 minutes prior to the call to ensure proper audio setup [2]. Webcast Replay - A replay of the conference call will be available until November 6, 2025, accessible on the company's website [3]. Company Overview - Itron is focused on transforming the management of energy, water, and city services through intelligent infrastructure solutions [4]. - The company aims to enhance efficiency, build resilience, and provide safe, reliable, and affordable services to utilities and cities [4]. - Itron connects people, data insights, and devices to help communities manage essential resources effectively [4].

Core Insights - Itron, Inc. has announced a definitive agreement to acquire Urbint, Inc. for $325 million, which will enhance Itron's portfolio in advanced technologies for utilities [1][8] - The acquisition is expected to close in the fourth quarter of 2025 [1][8] Acquisition Details - Urbint's AI-driven operational resilience solutions will strengthen Itron's existing offerings and help address industry challenges [2] - The acquisition aligns with Itron's mission to provide critical solutions to utilities, focusing on public safety, asset protection, and environmental considerations [2] Market Position and Growth Drivers - Itron has a solid backlog and is positioned to capitalize on trends in global energy, water, and smart infrastructure [3] - Growth is driven by factors such as data center demand, reindustrialization, electrification of transportation and homes, and automation of water infrastructure [3] Strategic Collaborations - Itron entered a joint marketing agreement with Current Lighting Solutions to enhance streetlighting systems through intelligent control and management technologies [4] Financial Outlook - Itron projects 2025 revenues between $2.35 billion and $2.4 billion, with an upward revision in full-year EPS outlook to a range of $6.00 to $6.20 [5] - The company has seen a 13% increase in its EPS outlook midpoint due to rising customer demand and improved operational efficiency [5] Stock Performance - Itron currently holds a Zacks Rank 2 (Buy) and has outperformed the Zacks Electronics - Testing Equipment industry, gaining 16.7% over the past year [6]

Core Insights - Zacks Premium provides tools for investors to enhance their stock market engagement and confidence [1] - The Zacks Style Scores offer a systematic approach to evaluate stocks based on value, growth, and momentum [3][4][5][6][7] Zacks Style Scores - The Style Scores categorize stocks into four types: Value Score, Growth Score, Momentum Score, and VGM Score, each focusing on different investment strategies [4][5][6][7] - Value Score identifies undervalued stocks using financial ratios like P/E and Price/Sales [4] - Growth Score assesses stocks based on projected earnings and sales growth [5] - Momentum Score evaluates stocks based on price trends and earnings estimate changes [6] - VGM Score combines all three styles to highlight stocks with the best overall potential [7] Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to guide investment decisions [8] - Stocks rated 1 (Strong Buy) have historically outperformed the S&P 500, achieving an average annual return of +23.81% since 1988 [8] - A large number of stocks can hold high Zacks Ranks, making it essential to use Style Scores for better selection [9] Stock Example: Itron Inc (ITRI) - Itron Inc is a technology and services company specializing in smart meters and communication systems for utilities [12] - ITRI holds a Zacks Rank of 2 (Buy) and has a VGM Score of A, indicating strong potential [12] - The stock has a Momentum Style Score of B, with a recent price increase of 4.9% over the past month [13] - Analysts have revised ITRI's earnings estimate upwards, with the Zacks Consensus Estimate rising to $6.07 per share [13] - ITRI has an average earnings surprise of +32.5%, making it a strong candidate for investors [13]

Core Insights - Itron, Inc. is hosting its premier customer-focused event, Itron Inspire 2025, in Orlando, FL from October 24-30, 2025, aimed at addressing the complexities faced by utilities and cities in managing energy and water resources [1][2] Event Overview - The event will feature industry leaders from electricity, water, gas, IIoT, and smart cities, focusing on intelligent and sustainable resource management [1][2] - The Knowledge Conference, the main event, will take place from October 26-28, including keynotes, networking events, breakout sessions, and a showcase of Itron's integrated solutions [2] Keynote Speakers - Ed Bielarski, CEO of Gainesville Regional Utilities, will discuss the utility's vision and challenges [5] - Tom Deitrich, president and CEO of Itron, will emphasize the importance of accurate, real-time data and edge intelligence [5] - Marina Donovan will present findings from the 2025 Itron Resourcefulness Report, which explores the role of data analytics, machine learning, AI, and grid edge intelligence in utilities [5] Panel Discussions - A session moderated by Susan Lynch from Accenture will address the value of grid edge intelligence in transforming utility operations [5] - A panel featuring former state utility commissioners will discuss garnering regulatory support for new initiatives [6] Women Who Inspire Luncheon - The luncheon will feature Maria Bocanegra, focusing on empowering female leadership in the energy, water, and utilities sectors [7] Breakout Sessions - Over 75 breakout sessions will cover various topics, including outage awareness, consumer engagement, and smart water solutions, organized into four tracks [8] Additional Learning Opportunities - Customer forums and working groups will be held on October 29 and 30, providing deeper insights and peer-to-peer learning [9] Company Background - Itron is focused on transforming how energy, water, and city services are managed, aiming to improve efficiency, build resilience, and deliver reliable services through intelligent infrastructure solutions [10]

Core Insights - Itron, Inc. has signed a definitive agreement to acquire Urbint, Inc. for $325 million, which will be funded through cash on hand, with the transaction expected to close in Q4 2025 [1][2]. Company Overview - Itron is focused on transforming the management of energy, water, and city services through intelligent infrastructure solutions that enhance efficiency, resilience, and service reliability [3]. - Urbint aims to predict and prevent incidents threatening critical infrastructure, workers, communities, and the environment using real-world data and artificial intelligence [5]. Strategic Implications - The acquisition of Urbint is part of Itron's strategy to address pressing industry issues, enhancing its offerings with AI-powered operational resilience solutions [2]. - The integration of Urbint's technology is expected to help utilities manage challenges related to aging infrastructure and extreme weather, improving response times after major weather events and protecting underground assets [2].