
Itron (ITRI) Stock Forecast & Price Target
Itron (ITRI) Analyst Ratings
Bulls say
Itron Inc. has demonstrated a positive outlook due to its revenue visibility, driven by growth in Annual Recurring Revenue (ARR), projected at a run-rate of $368 million in 4Q25, reflecting a 24% increase. The company's software businesses show significant potential for accelerated growth, supported by a 27% year-over-year increase in the pipeline at the end of 2025, alongside a substantial $150 million quarter-over-quarter growth in the 12-month backlog. Additionally, Itron's recent acquisition of Urbint underscores its strategic move towards enhancing technology-driven solutions for critical utility infrastructure, further positioning the company for sustained financial performance.
Bears say
Itron Inc.'s revenue CAGR forecast for 2024-2027 has drastically declined to -0.3%, significantly lower than the previous estimate of 3.5% and below the growth rates of comparable companies. Furthermore, the company anticipates flat revenue year-over-year in 2026, accompanied by a notable 7% decrease in EBITDA, underlining challenges in maintaining competitive positioning amid an uncertain market environment. These elements, combined with reductions in projected EBITDA to $337 million for 2026 and $361 million for 2027, contribute to a negative outlook on the stock.
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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