⚡️ Itron $ITRI (+3,86 %)
– an exciting stock for me over the next few years 📈
Today, I’d like to tell you about Itron —a company that’s benefiting from the megatrends of smart grids, the digitization of power grids, and intelligent energy and water infrastructure . 🌍⚡️
🔹 2026e Revenue: approx. $2.37–2.41 billion
🔹 2026e EPS: approx. $6.30–$6.50
🔹 Order Backlog: about $4.4 billion 📦
🔹 Annual Recurring Revenue (ARR): +21% 🚀
🔹 Net income in 2025: approximately $303 million 💰
🔹 Expected P/E ratio: approx. 13x – quite attractive for a company with structural growth 👀
💡 Why is Itron an exciting prospect?
Electricity consumption is rising, grids need to be modernized, and renewable energy sources are making grid management increasingly complex. This is exactly where smart meters, smart grids, and digital solutions come into play.
Itron is thus positioned at an interesting intersection between energy, digitalization, and infrastructure. ⚡️🤖
I find the order backlog of $4.4 billion. This gives the company a certain degree of visibility for the coming years. 📊
⚠️ Of course, there are also risks: Business can fluctuate, individual segments may experience temporary revenue declines, and the stock isn’t a classic “set-and-forget” investment.
👉 For me, therefore, this isn’t a defensive dividend stock, but rather a long-term growth/infrastructure bet.
In any case, I find the story exciting:
Increased electricity consumption + grid expansion + smart meters + digitalization = long-term tailwind for Itron? ⚡️📈