ITRI Itron, Inc.

NEUTRAL Impact: 3/10 PRESS-RELEASE
Horizon months Filed May 26, 2026 Processed 10d 13h ago Wire GlobeNewswire
Press release: contract
Latest settled — T+5d ⚠ clustered
ITRI ▲ +0.41% at T+5d
NEUTRAL call ✓ call won +0.41% · α vs SPY -0.67% · entry $84.44 → $84.79
Next anchor: T+20d in 18d
Currently $80.07 · -5.18% from $84.44 entry
Entry anchored
May 22, 03:59 PM ET
via Databento tick
T+1d
+1.02%
call +1.02% · α +1.01%
$85.30
settled 10d ago
T+5d
+0.41%
call +0.41% · α -0.67%
$84.79
settled 4d ago
T+20d
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in 18d
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Executive Summary

Itron announced an expanded collaboration with Hunter Water, deploying 2,000 Intelis wSource NB-IoT ultrasonic water meters and its Temetra cloud-based meter data management solution as part of the utility's Digital Metering Pilot Program in New South Wales, Australia. The pilot, beginning Q3 2026, aims to improve leak detection, reduce non-revenue water, and enhance customer water-use insights. This is a routine contract expansion with a long-standing customer, not a transformative catalyst.

Actionable Insight

This is a routine contract expansion with a long-standing customer. No material financial impact is expected. Monitor for larger-scale deployment announcements or additional utility wins in Australia for a more meaningful catalyst.

Key Facts

  • Itron is expanding its collaboration with Hunter Water, a utility serving the Lower Hunter region of New South Wales, Australia.
  • Hunter Water will deploy 2,000 Itron Intelis wSource NB-IoT ultrasonic water meters starting in Q3 2026.
  • The meters will be managed through Itron's Temetra cloud-based meter data management solution, already in use by Hunter Water.
  • The pilot program is focused on digital metering to improve water network management and reduce non-revenue water.
  • Hunter Water has achieved a 33% reduction in water leaks over the past nine years through its water loss reduction program.

Financial Impact

Deal value not disclosed; pilot involves 2,000 meters and existing Temetra platform — likely immaterial relative to Itron's $3.7B market cap.

revenue

Risk Factors

  • Pilot program may not lead to a full-scale commercial deployment.
  • Competitive pressure from other smart water metering vendors could limit future expansion.
  • No financial terms disclosed, making it difficult to assess revenue contribution.

Market Snapshot

Exchange
Nasdaq
Sector
Instruments For Meas & Testing of Electricity & Elec Signals
Analyst Consensus
81% bullish (21 analysts)

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

DocumentAccession Number
PRESS-RELEASE Data (Synthetic)press-3301104
18 reports for ITRI
Performance horizon
100% Hit rate 3 of 3 directional calls best @ T+60▲ +20.26%Feb 24, 2026
Filters
Rows
Reports for ITRI — sortable, filterable
Type Now
Jun 4, 2026
1d ago
Insider Cluster
NEUTRAL ★ 2/10
$81.05 $80.07▼ −1.21%▲ +1.36%$80.07 (−1.21%)
Jun 2, 2026
3d ago
Press Release
NEUTRAL ★ 3/10
$83.94 $82.12▼ −2.17%▼ −1.47%$80.07 (−4.61%)
May 28, 2026
8d ago
Insider Cluster
NEUTRAL ★ 2/10
$83.59 $82.48▼ −1.33%▼ −1.57%$80.07 (−4.21%)
May 27, 2026
9d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+1
May 26, 2026
10d ago
144
NEUTRAL ★ 2/10
$84.44 $85.30▲ +1.02%▲ +1.01%$80.07 (−5.18%)
May 26, 2026
10d ago
Press Release
NEUTRAL ★ 3/10
$84.44 $85.30▲ +1.02%▲ +1.01%$80.07 (−5.18%)
May 22, 2026
14d ago
Insider Cluster
NEUTRAL ★ 3/10
$83.02 $84.44▲ +1.71%▲ +1.12%$80.07 (−3.55%)
May 21, 2026
15d ago
Insider Cluster
NEUTRAL ★ 2/10
$81.85 $83.02▲ +1.43%▲ +0.98%$80.07 (−2.17%)
Apr 28, 2026
5w ago
Press Release
MIXED ★ 6/10
$87.00 $82.69▼ −4.95%▼ −4.94%$80.07 (−7.97%)
Apr 24, 2026
6w ago
8-K
NEUTRAL ★ 5/10
$88.55 $86.92▼ −1.84%▼ −2.00%$80.07 (−9.58%)
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Market Closed — Opens Mon (34h 59m)

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