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 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]

Company Performance - Itron's stock closed at $132.78, reflecting a +1.17% change from the previous day, outperforming the S&P 500's daily gain of 0.8% [1] - Over the past month, Itron's shares have increased by 15.86%, while the Computer and Technology sector gained 8.5% and the S&P 500 gained 5.12% [1] Upcoming Financial Results - Analysts expect Itron to report earnings of $1.33 per share, indicating a year-over-year growth of 9.92% [2] - The consensus estimate for revenue is $609.26 million, showing a slight increase of 0.03% from the same quarter last year [2] Full Year Projections - For the full year, earnings are projected at $5.45 per share, reflecting a decrease of -3.02% from the previous year, while revenue is expected to be $2.46 billion, showing an increase of +0.76% [3] Analyst Estimates and Market Sentiment - Recent modifications to analyst estimates indicate evolving short-term business trends, with upward revisions suggesting positive sentiment towards Itron's operations [4] - The Zacks Rank system, which evaluates these estimate changes, currently ranks Itron at 3 (Hold) [6] Valuation Metrics - Itron's Forward P/E ratio is 24.08, which is a discount compared to the industry average Forward P/E of 24.57 [7] - The company has a PEG ratio of 0.83, significantly lower than the industry average PEG ratio of 2.67 [7] Industry Context - Itron operates within the Electronics - Testing Equipment industry, which is part of the Computer and Technology sector, currently holding a Zacks Industry Rank of 96, placing it in the top 40% of all industries [8]

Company Performance - Itron's stock closed at $102.08, reflecting a +0.69% change from the previous trading day's closing, outperforming the S&P 500 which saw a loss of 0.17% [1] - Over the past month, Itron's shares have decreased by 4.85%, which is less than the Computer and Technology sector's loss of 6.26% and the S&P 500's loss of 3.94% [2] Upcoming Earnings - Itron is set to release its earnings report on May 1, 2025, with an expected EPS of $1.30, indicating a 4.84% increase from the same quarter last year [3] - The revenue forecast for the upcoming quarter is $614.27 million, representing a 1.8% increase compared to the previous year [3] Full-Year Estimates - The full-year Zacks Consensus Estimates predict earnings of $5.40 per share and revenue of $2.46 billion, reflecting year-over-year changes of -3.91% and +0.61%, respectively [4] - Recent adjustments to analyst estimates for Itron may indicate shifting business dynamics, with positive revisions suggesting a favorable business outlook [4] Valuation Metrics - Itron currently has a Forward P/E ratio of 18.77, which is lower than the industry average of 20.71 [6] - The company has a PEG ratio of 0.65, compared to the Electronics - Testing Equipment industry's average PEG ratio of 2.18 [7] Industry Context - The Electronics - Testing Equipment industry is part of the Computer and Technology sector and holds a Zacks Industry Rank of 85, placing it in the top 35% of over 250 industries [8] - Research indicates that top-rated industries outperform lower-rated ones by a factor of 2 to 1 [8]