$ITRI

Viavi Solutions (down 10.9%) had the fastest revenue growth among inspection instruments stocks, while Badger Meter (NYSE:BMI, down 9.3%) reported a 6.6% revenue decline. Itron (NASDAQ:ITRI, up 12.2%) missed revenue estimates but exceeded EBITDA and EPS guidance. Teledyne (NYSE:TDY, down 3.7%) reported a 9.8% revenue increase, beating expectations. Market risks have shifted from AI to geopolitics and back to fundamentals.

Itron Inc.'s SVP of HR sold 178 shares for $17,584 to cover tax obligations. She now owns 31,930 shares. Itron (ITRI) has a $4.3B market cap, P/E of 16.29, and targets from $115-$150. Q2 2026 earnings beat estimates at $1.59/share, though revenue missed slightly. Needham raised its target to $128, citing strong margins and guidance.

Itron (ITRI) reported that SVP Donald L. Reeves III sold 329 shares at $98.79 each to cover tax obligations from a restricted stock unit vesting. Reeves now holds 27,945 shares. The sale was automatic and not part of a Rule 10b5-1 plan.

Itron (ITRI) reported that its SVP, Device Solutions, Patrick Justin K, sold 222 shares of common stock at $98.79 per share to cover tax withholding obligations from a restricted stock unit vesting. He now holds 32,275 shares.

Itron (ITRI) reported that SVP John F. Marcolini sold 331 shares at $98.79 each on 2026-08-24 to cover taxes on restricted stock unit vesting. He now owns 12,683 shares. The sale was automatic and tax-related, not discretionary.

Itron (ITRI) officer Donald L. Reeves III plans to sell 283 shares, valued at $28,297.17, under Rule 144 on or after August 25, 2026. The shares stem from restricted stock vesting as compensation. Reeves has made several small sales of ITRI stock in the past three months.

Hooper Joan S (SVP & CFO) sold 4,406 shares of ITRON, INC. (ITRI) at an average of $98.86 ($97.83–$98.95, $0.44M total) across 2 trades on 2026-08-20.

Itron (ITRI) officer Donald L. Reeves III plans to sell 247 shares, valued at $24,420.89, from restricted stock vesting. Reeves has sold 1,453 shares in the past three months, totaling $100,274.19. The sales are part of a Form 144 filing, indicating planned stock sales.

Itron (ITRI) told investors at the Oppenheimer conference it is shifting from metering to a grid-edge intelligence platform, with software, analytics, networks and services. Management cited 18M distributed-intelligence endpoints (+20% YoY), nearly 28M licensed applications (+50%), a record pipeline and improved pricing to $120-$140 per unit. It expects mid-teens to 20% ARR growth and $65M-$70M Resiliency revenue.

Itron shares rose about 17% this week after the company reported strong Q2 results and raised full-year guidance, according to S&P Global Market Intelligence. Itron posted non-GAAP EPS of $1.59 versus $1.29 expected and cited demand for grid stability tied to AI infrastructure build-out. Full-year EPS guidance was raised to $6.40 at the midpoint.