Core Insights - Itron, Inc. (NASDAQ:ITRI) is recognized as one of the best investments for 2026, with a positive outlook following strong financial performance and upgraded guidance [1][2]. Financial Performance - The company's fourth-quarter revenue declined by 7% year-over-year to $572 million, attributed to portfolio optimization and project deployment timing [3]. - For the full year 2025, total revenue decreased by 3% to $2.4 billion [3]. - Non-GAAP diluted EPS for Q4 was reported at $2.46, significantly up from $1.35 in the previous year, exceeding the expert average of $2.19 [4]. - GAAP net income increased from $58 million to $102 million, translating to $2.21 per diluted share, driven by higher operating income and a tax benefit [4]. - Free cash flow for the quarter rose by 59% to $112 million [4]. Operational Efficiency - The GAAP gross margin improved by 560 basis points to 40.5%, reflecting a favorable product and customer mix [5]. - Adjusted EBITDA grew by 21% to $99 million, indicating enhanced operational efficiency [5]. Future Outlook - Itron provided guidance for FY2026 that surpassed expectations, suggesting a potential increase in future demand [2][9]. - Oppenheimer raised its price target for ITRI to $133 from $125, maintaining an Outperform rating based on the company's strong performance and outlook [2]. Company Overview - Itron, Inc. specializes in technology solutions for energy and water resource management, including smart meters, data analytics, and connected devices, aimed at improving utility efficiency, reliability, and sustainability [6].

Core Insights - Telus is expected to report quarterly earnings of $0.18 per share, unchanged from the same period last year, with revenues projected at $3.93 billion, reflecting a year-over-year increase of 2.2% [1] - There have been no revisions in the consensus EPS estimate over the last 30 days, indicating stability in analysts' forecasts [1][2] Financial Metrics - Total telecom subscriber connections are projected to reach 21.02 million, up from 20.18 million in the same quarter last year [4] - Subscribers for connected devices are expected to be 4.30 million, compared to 3.73 million a year ago [4] - Internet subscribers are estimated at 2.81 million, slightly up from 2.76 million in the previous year [5] - TV subscribers are forecasted to reach 1.45 million, an increase from 1.39 million year-over-year [5] - Security subscribers are estimated at 1.16 million, up from 1.12 million in the same quarter last year [6] - Residential voice subscribers are projected to be 977.06 thousand, down from 1.03 million a year ago [6] - Mobile phone subscribers are expected to be 10.33 million, compared to 10.15 million in the same quarter last year [7] Market Performance - Telus shares have returned +5.6% over the past month, outperforming the Zacks S&P 500 composite, which showed no change [7] - The company holds a Zacks Rank 2 (Buy), indicating expectations of beating overall market performance in the near future [7]