
Itron (ITRI) Stock Forecast & Price Target
Itron (ITRI) Analyst Ratings
Bulls say
Itron Inc's outlook is bolstered by a strong anticipated growth in Annual Recurring Revenue (ARR), projected to reach $368 million run-rate by 4Q25, representing a 24% increase. The company has demonstrated a robust pipeline with 27% year-over-year growth in bookings by year-end 2025 and a substantial $150 million quarter-over-quarter growth in its backlog, indicating solid demand for its solutions. Furthermore, Itron's strategic acquisition of Urbint aligns with its focus on technology-driven solutions for critical infrastructure, potentially enhancing future financial performance and revenue growth.
Bears say
Itron Inc's revenue growth outlook has significantly deteriorated, with a projected compound annual growth rate (CAGR) of -0.3% for the years 2024-2027, a sharp decline from a previously anticipated 3.5%, which is also below the growth rates of comparable companies. The company's forecasts indicate flat revenue year-over-year for 2026, alongside a 7% decline in EBITDA, with challenges such as an uncertain economic environment and potential supply chain delays threatening its operational stability. Consequently, the reduction in earnings estimates and concerns over Itron's ability to integrate new technologies effectively has led to a reassessment of its valuation and investment rating.
This aggregate rating is based on analysts' research of Itron and is not a guaranteed prediction by Public.com or investment advice.
Itron (ITRI) Analyst Forecast & Price Prediction
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