Core Insights - Itron, Inc. has entered a joint marketing agreement with Current Lighting Solutions to enhance smart streetlighting systems through the integration of Itron's CityEdge portfolio and Current's LED luminaires [1][4][8] Group 1: Joint Marketing Agreement - The collaboration aims to transform the deployment and operation of streetlighting systems, providing benefits beyond mere illumination [1] - Itron's CityEdge portfolio combines intelligent control technologies with Current's high-efficiency LED products, including the Evolve Roadway line [1][5] Group 2: CityEdge Portfolio - Launched in October 2024, CityEdge is an open platform that integrates IoT technologies to tackle urban challenges in areas such as smart lighting, traffic management, and sustainability [2] - The platform allows cities to manage streetlight infrastructure with precise control, enabling features like dimming, remote monitoring, and integration with various sensors [4][8] Group 3: Benefits of LED Technology - LED lighting technology offers higher lumens per watt, longer lifespan, and reduced maintenance needs, but also introduces challenges like over-illumination and light pollution [3] - Itron's intelligent controls help manage these challenges by allowing dynamic adjustments to brightness based on actual needs [3][4] Group 4: Market Demand and Growth Drivers - Itron is experiencing robust demand for its grid edge intelligence platform, driven by factors such as data center demand, reindustrialization, and electrification trends [7][8] - The company has shipped over 15.3 million distributed intelligence-capable endpoints, highlighting the critical role of its technology in building flexible infrastructure [8] Group 5: Financial Outlook - Itron has revised its 2025 revenue projections to $2.35-$2.4 billion, down from a previous estimate of $2.4-$2.5 billion, reflecting near-term demand challenges [11] - The company anticipates third-quarter revenues between $570 million and $585 million, indicating a 6% year-over-year decline [11]

Company Overview - Itron (ITRI) shares increased by 3.7% to $125.07, following a period of 4.9% loss over the past four weeks, indicating a significant trading volume [1] - The company is experiencing steady margin expansion and cash flow despite facing modest top-line pressure [3] Partnership and Product Development - Itron announced a partnership with Current Lighting Solutions to provide a smart lighting solution aimed at enhancing safety, energy efficiency, and operations [2] - The collaboration integrates Itron's CityEdge management technologies with Current's advanced LED fixtures, improving streetlight performance for cities and utilities [2] Financial Performance and Projections - Itron is expected to report quarterly earnings of $1.48 per share, reflecting a year-over-year decline of 19.6%, with revenues projected at $576.45 million, down 6.3% from the previous year [4] - The company's full-year revenue guidance has been reduced to $2.35-$2.4 billion, down from $2.4-$2.5 billion, due to slower project deployments and regulatory complexities [3] Market Sentiment and Stock Performance - The consensus EPS estimate for Itron has been revised slightly lower over the past 30 days, indicating a negative trend in earnings estimate revisions, which typically does not lead to price appreciation [5] - Itron currently holds a Zacks Rank of 2 (Buy), suggesting a favorable outlook compared to other stocks in the same industry [6]

Core Insights - Itron, Inc. has entered a joint marketing agreement with Current Lighting Solutions to deliver a smart lighting solution aimed at enhancing streetlight performance and expanding IoT capabilities [1][5] Group 1: Joint Offering and Technology - The collaboration combines Itron's management and control technologies from its CityEdge portfolio with Current's advanced LED fixtures, including the Evolve Roadway product line [1][4] - The joint offering allows cities and utilities to optimize streetlight performance, leveraging high-efficiency LED luminaires that produce more lumens per watt compared to older technologies, thus saving energy and reducing costs [2][4] Group 2: Features and Benefits - Itron's CityEdge portfolio enhances smart lighting management by providing remote asset monitoring, streetlight fault detection, and integration with additional sensors for air quality, traffic, and weather [3] - The Evolve Roadway products are designed for outdoor environments, offering advanced glare control and optical precision to ensure uniform light distribution and improved visibility, which helps reduce light pollution and enhance pedestrian safety [4][5] Group 3: Strategic Importance - The partnership is positioned as a step towards building smarter, more connected cities, providing utilities and local governments with full control over their lighting systems [6] - The integrated solution aims to connect various aspects of city management, from back office operations to street-level implementations, thereby improving community safety and operational efficiency [5][6]

Core Insights - Itron, Inc. (ITRI) is collaborating with the American Samoa Power Authority (ASPA) to implement its Advanced Metering Infrastructure (AMI) solution, which includes smart electric meters and software aimed at modernizing ASPA's electricity distribution network [1][9] - The initiative is part of ASPA's digital transformation strategy, focusing on improving operational efficiency, billing accuracy, and customer satisfaction [1][2] Group 1: Deployment Details - The AMI deployment will enhance visibility into electricity meter data and empower customers with detailed usage insights to manage their consumption [2] - Itron's solution includes Gen5 CENTRON II smart meters, a secure communication network, and UtilityIQ software for real-time consumption data management [3] - The deployment is tailored to the tropical climate and geographical constraints of American Samoa, ensuring effective integration and performance [3] Group 2: Strategic Partnerships - Itron has a history of collaboration with ASPA, having previously supported smaller projects to enhance meter reading and data accuracy [4] - The company is also expanding its partnerships globally, including projects in Fiji and Greece, to modernize utility services and support sustainability goals [6][7] Group 3: Market Performance - Itron's stock has performed well, gaining 12.2% over the past year, contrasting with a 6.5% decline in the Zacks Electronics - Testing Equipment industry [8] - The momentum in Itron's grid edge intelligence platform is driven by factors such as data center demand growth and the electrification of transportation and homes [5][9]

Core Insights - Itron is partnering with the American Samoa Power Authority (ASPA) to modernize its electricity distribution network through the deployment of Itron's Advanced Metering Infrastructure (AMI) solution, which aims to enhance operational efficiency, billing accuracy, and customer satisfaction as part of ASPA's digital transformation roadmap [1][4]. Group 1: Project Overview - ASPA serves approximately 50,000 residents across five islands in American Samoa, which has some of the highest electricity prices globally, with the average price in 2023 being 3.5 times higher than the U.S. average [2]. - The AMI solution will provide ASPA with improved visibility into electricity meter data and empower customers to manage their energy consumption through detailed usage insights [3][5]. Group 2: Technology and Implementation - The deployment includes Itron's Gen5 CENTRON® II electric smart meters, which feature advanced AMI functionality to reduce field service costs and support prepaid metering [8]. - Itron's Gen5 communication network offers reliable, long-range connectivity with built-in security, tailored for the remote island environment of American Samoa [8]. - The iPay integration will provide customers with flexible payment options, promoting energy conservation and cost savings through adaptable billing [8]. - Itron's UtilityIQ software will manage and analyze consumption data from electricity meters, enabling real-time insights and operational control for ASPA [8].

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Group 1 - The article emphasizes the focus on value investing in Asia, particularly targeting stocks with significant discrepancies between market price and intrinsic value, including deep value balance sheet bargains and wide moat stocks [1] - Itron, Inc. (NASDAQ: ITRI) is highlighted as a bullish investment opportunity despite its below-consensus revenue guidance, with expectations for a future turnaround driven by strong cash flow [1] Group 2 - The research service Asia Value & Moat Stocks provides investment ideas specifically for value investors interested in the Hong Kong market, offering monthly updates and watch lists [1]

Core Insights - Identifying value stocks requires awareness of key financial metrics such as earnings per share and sales growth, along with a thorough analysis of fundamentals to determine if a stock is undervalued [1] Price-to-Book Ratio (P/B Ratio) - The P/B ratio is a useful metric for identifying low-priced stocks with high growth potential, calculated as market price per share divided by book value of equity per share [2][6] - A P/B ratio of less than one indicates that a stock is trading below its book value, suggesting it may be undervalued, while a ratio above one suggests overvaluation [6][7] - Stocks with low P/B ratios include StoneCo, USANA Health Sciences, KT Corporation, PagSeguro Digital, and Itron, all showing strong projected EPS growth [3][10] Book Value - Book value represents the total value remaining for shareholders if a company were to liquidate its assets after settling all liabilities, calculated by subtracting total liabilities from total assets [4][5] Screening Parameters for Value Stocks - Stocks are screened based on several parameters, including P/B ratio less than the industry median, P/S ratio less than the industry median, and P/E ratio using forward estimates less than the industry median [12][13] - A PEG ratio of less than 1 indicates undervaluation relative to future growth prospects, while a minimum stock price of $5 and an average trading volume of at least 100,000 are also considered [14][15] Highlighted Stocks - StoneCo: Provides financial technology solutions with a projected EPS growth rate of 25.3% and a Zacks Rank of 2 [16] - USANA Health Sciences: Develops nutritional products with a projected EPS growth rate of 12.0% and a Zacks Rank of 2 [17] - KT Corporation: Offers telecommunication services with a projected EPS growth rate of 51.7% and a Zacks Rank of 1 [17] - PagSeguro Digital: Provides digital payment solutions with a projected EPS growth rate of 11.4% and a Zacks Rank of 2 [18] - Itron: Supplies technology and services for utility sectors with a projected EPS growth rate of 30.0% and a Zacks Rank of 2 [20]

Company Overview - Itron Inc, founded in 1977 and headquartered in Liberty Lake, WA, is a technology and services company that supplies a wide range of standard, advanced, and smart meters, as well as meter communication systems, software, devices, sensors, and data analytics to the utility and municipal sectors [12]. Investment Ratings - Itron is currently rated as a 2 (Buy) on the Zacks Rank, with a VGM Score of B, indicating a favorable investment outlook [12]. Growth Potential - The company has a Growth Style Score of B, forecasting a year-over-year earnings growth of 6.4% for the current fiscal year [13]. - Six analysts have revised their earnings estimates higher in the last 60 days for fiscal 2025, with the Zacks Consensus Estimate increasing by $0.53 to $5.98 per share [13]. - Itron has an average earnings surprise of +32.5%, suggesting strong performance relative to expectations [13].

Core Viewpoint - Investors are seeking growth stocks that can deliver above-average growth and exceptional returns, but identifying such stocks is challenging due to their inherent risks and volatility [1] Group 1: Growth Stock Identification - The Zacks Growth Style Score system aids in identifying promising growth stocks by analyzing a company's real growth prospects beyond traditional metrics [2] - Itron (ITRI) is highlighted as a recommended stock with a favorable Growth Score and a top Zacks Rank [2] Group 2: Earnings Growth - Earnings growth is a critical factor for attracting investor interest, with double-digit growth being particularly favorable [3] - Itron's historical EPS growth rate stands at 36.7%, with a projected EPS growth of 6.5% this year, surpassing the industry average of 5.6% [4] Group 3: Cash Flow Growth - Higher-than-average cash flow growth is essential for growth-oriented companies, enabling them to expand without relying on external funding [5] - Itron's year-over-year cash flow growth is 50.8%, significantly higher than the industry average of 11.3% [5] - The company's annualized cash flow growth rate over the past 3-5 years is 4.9%, compared to the industry average of 4.4% [6] Group 4: Earnings Estimate Revisions - Positive trends in earnings estimate revisions correlate strongly with near-term stock price movements [7] - Itron's current-year earnings estimates have been revised upward, with the Zacks Consensus Estimate increasing by 11.3% over the past month [7] Group 5: Overall Assessment - Itron has achieved a Growth Score of B and a Zacks Rank 2 due to positive earnings estimate revisions, indicating its potential as an outperformer and a solid choice for growth investors [9]