Itron Showcases Smart Grid Solutions at DTECH 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 29 2026
0mins
Should l Buy ITRI?
Itron is showcasing the latest advancements with its Grid Edge Intelligence portfolio as well as its newly formed Resiliency Solutions segment at DTECH 2026 in San Diego, Calif., Feb. 2-5, 2026. The solutions within the Grid Edge Intelligence portfolio build on Itron's proven scale with more than 16 million DI-enabled meters shipped, more than 100 million endpoints under management and 70GWh of flexible customer load and generation dispatched in 2025. Itron is also enhancing its Grid Edge Intelligence portfolio to enable Artificial Intelligence and Machine Learning, expanding Itron's ability to deliver real-time AI-powered DI insights and solutions that extract more value from utility data. "Through its recent acquisitions of Urbint and Locusview, Itron is helping customers better operate their critical systems, adding value throughout the entire lifecycle of field assets-from planning and build-out to operations, maintenance and protection," the company added.
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Analyst Views on ITRI
Wall Street analysts forecast ITRI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ITRI is 137.13 USD with a low forecast of 118.00 USD and a high forecast of 150.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
9 Analyst Rating
7 Buy
2 Hold
0 Sell
Strong Buy
Current: 99.560
Low
118.00
Averages
137.13
High
150.00
Current: 99.560
Low
118.00
Averages
137.13
High
150.00
About ITRI
Itron, Inc. provides energy, water, smart city, Industrial Internet of Things (IIoT) and intelligent infrastructure services. The Company's Device Solutions segment primarily includes hardware products used for measurement, control, or sensing that can have communications capability embedded for use with its broader Itron systems, which is hardware-based products. Its Networked Solutions segment primarily includes a combination of communicating devices (smart meters, modules, endpoints, and sensors), network infrastructure, network design services, and associated head-end management and application software designed and sold as a complete solution for acquiring and transporting application-specific data. Its Outcomes segment includes its value-added, enhanced software and services, in which it enables grid edge intelligence and manage, organize, analyze, and interpret raw, anonymized data using artificial intelligence, machine learning, statistical modeling, and other analytics.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectiaās earnings and market brief reports.
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- Investment Opportunities: Amid the electricity bottleneck, companies like Itron and Tesla may benefit from optimizing existing grid capabilities to meet increasing demand, presenting potential investment opportunities in the energy sector.
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- Conference Call Discussion: Management will host a conference call at 10:00 a.m. EST on the same day to discuss the financial results, with participants encouraged to log in 10 minutes early to ensure audio software is functioning, highlighting the company's commitment to transparent communication.
- Webcast Availability: The conference call will be available via live webcast, accessible on the company's website, enhancing information accessibility and encouraging investor engagement.
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Stock Performance: Despite a recent decline in Itron's share price, which has seen a 20.22% drop over the past 90 days, the company boasts a strong three-year total shareholder return of 94.07%, indicating potential long-term growth.
Market Valuation: Analysts suggest that Itron's shares are undervalued, with a fair value estimate of $140.20 compared to its last close at $96.24, raising questions about whether the market has already accounted for future growth.
Risks and Opportunities: While ongoing digitalization and IoT adoption are expected to drive revenue growth for Itron, potential regulatory delays and slower-than-anticipated SaaS growth could pose risks to its earnings momentum.
See More
