ITRI
Itron, Inc.Technology · $3.8B market cap
Verdict
Share price
$86.51
close of Oct 3, 2026
Fair value
$168.68
Sticker Price
Payback Price
$67.47
buy price
ITRI is Undervalued: at $86.51 it trades 49% below its fair value of $168.68. Its buy price (Payback Price) is $67.47, 22% below today's price. Business quality is limited: none of the 5 key numbers clears the 10% bar.
How we valued it
Free Cash Flow. Sales grew 10% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.
Business quality
0 of 5 clear the 10% bar. What are the Big Five?
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2 of the investors we track hold ITRI. In Q2 2026, 1 opened a position. Who we track
Howard Marks
Oaktree Capital Management · as of Q2 2026
$11.2B
11,216,000 shares
First Eagle Investment Management
First Eagle Investment Management · as of Q2 2026
$10.8M
124,987 shares
Moves in Q2 2026
New position: First Eagle Investment Management
Insider activity
Since Jul 1, 2026: no open-market purchases, 23 sales worth $1.9M and 9 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Patrick Justin K
SVP, Device Solutions · 2026-09-03
Sold
$112K
Patrick Justin K
SVP, Device Solutions · 2026-09-03
Sold
$57K
Patrick Justin K
SVP, Device Solutions · 2026-09-03
Sold
$58K
Patrick Justin K
SVP, Device Solutions · 2026-09-03
Sold
$767K
Reeves Donald L. III
SVP, Outcomes · 2026-08-25
Sold
$28K
Show all 23 salesShow fewer
Deitrich Thomas
President & CEO · 2026-08-24
Sold
$88K
Hooper Joan S
SVP & CFO · 2026-08-24
Sold
$45K
Marcolini John F.
SVP, Networked Solutions · 2026-08-24
Sold
$33K
Patrick Justin K
SVP, Device Solutions · 2026-08-24
Sold
$22K
Pulatie-Hahn Laurie Ann
SVP, HR · 2026-08-24
Sold
$18K
Reeves Donald L. III
SVP, Outcomes · 2026-08-24
Sold
$33K
Ware Christopher E.
SVP, GC & Corp. Secretary · 2026-08-24
Sold
$20K
Wright David Marshall
VP, Corp. Controller & CAO · 2026-08-24
Sold
$8K
Reeves Donald L. III
SVP, Outcomes · 2026-08-21
Sold
$24K
Deitrich Thomas
President & CEO · 2026-08-20
Sold
$77K
Marcolini John F.
SVP, Networked Solutions · 2026-08-20
Sold
$27K
Patrick Justin K
SVP, Device Solutions · 2026-08-20
Sold
$21K
Pulatie-Hahn Laurie Ann
SVP, HR · 2026-08-20
Sold
$18K
Ware Christopher E.
SVP, GC & Corp. Secretary · 2026-08-20
Sold
$19K
Reeves Donald L. III
SVP, Outcomes · 2026-08-20
Sold
$28K
Wright David Marshall
VP, Corp. Controller & CAO · 2026-08-20
Sold
$6K
Hooper Joan S
SVP & CFO · 2026-08-20
Sold
$36K
Hooper Joan S
SVP & CFO · 2026-08-20
Sold
$400K
Other filings
About Itron, Inc.
Itron, Inc., a technology, solutions, and service company, provides end-to-end solutions that help manage energy, water, and smart city operations worldwide. It operates in four segments: Device Solutions, Networked Solutions, Outcomes, and Resiliency Solution. The Device Solutions segment offers hardware products that are used for measurement, control, or sensing, such as standard gas, electricity, water, and…
Hardware, Equipment & Parts
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works