ITRI
ItronANasdaq / Technology Hardware & Equipment
Last Price
At close
2026-07-21
Current thesis
Execution accelerates on AMI rollouts, margins recover and analysts upgrade, driving multiple expansion toward the analyst high.
Posture
Constructive
Lead driver
Value
What changed
Next scheduled catalyst: earnings 2026-07-28 · BMO.
What can break
Execution delays on large AMI projects
Momentum
37
Value
66
Sentiment
76
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $136.83 · Bull $162.75 · Bear $89.36
Earnings
2026-07-28 · BMO
Data freshness
Prices
As of 2026-07-21
Fundamentals
As of 2026-07-21 • Vendor: Data Vendor v1
Scores
As of 2026-07-21 • Model: HYBRID_IC_RP
AI Memo
As of 2026-02-19 • Model: RankAlpha Sentiment AI
Investment thesisAs of 2026-07-21
Investment thesis
As of 2026-07-21
Supporting evidence
What
Grade A · Constructive
Confidence Medium · Net Neutral
Target $126.70
Why
Momentum37 · Δ7d +8.4
Value66 · Δ7d -0.2
Sentiment76 · Δ7d -0.7
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Lead driver: Value · See fundamentals
Momentum
37
26% active weight
Current posture
7d trendImproving
Δ7d
+8.4
Δ21d
+28.6
Value
66
39% active weight
Current posture
7d trendFlat
Δ7d
-0.2
Δ21d
-0.0
Sentiment
76
34% active weight
Current posture
7d trendFlat
Δ7d
-0.7
Δ21d
-0.7
Why this grade
Composite grade A. Momentum 36.9 / Value 66.1 / Sentiment 75.7
Fundamentals (TTM)As of 2026-07-21
Fundamentals (TTM)
As of 2026-07-21
Market Cap
$3.73B
Beta
1.47
Shares Out
44.34M
P/E (TTM)
17.4
P/S (TTM)
1.84
P/FCF (TTM)
12.96
Rev YoY
-3.3%
EPS YoY
-17.1%
Gross Margin
+37.9%
Op Margin
+12.3%
Net Debt
$263.38M
Current Ratio
2.66
As of 2026-07-21 • Updated nightlySource: Internal modelMethodology