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YMAT did some DD and hereβs what I found
YMAT reasons why Iβm bullish! I did some DD
YMAT potential run next week Monday 06/29
$SVCO one for your watchlist, insane partnerships and micron has a stake
Svco worth a spot on your watchlist insane partnerships and micron has a stake
ESA and partners achieve worldβs first 3GPP Rel-19 5G-Advanced NR-NTN connection over the Eutelsat constellation
Some equites Iβve been building a position in but donβt see mentioned much
The best alpha left is pretending youβre not looking for alpha
The best alpha left is pretending youβre not looking for alpha
What do you think of ITRI ?
ITRI dropped hard today, but have remained pretty steady before this. Once the computer chip shortage is rectified, itβll shoot back up. π€πΌ
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Itron (NASDAQ: ITRI) Itron's Q2 2026: revenue fell 7% to $563M, but profitability improved sharply β adjusted EBITDA up 8% to $97M, gross margin up 460bps to 41.4%. GAAP EPS was $1.19, non-GAAP EPS $1.59. Segments: Networked Solutions was the weak spot (-17% on deployment timing/volumes), while Outcomes grew 13% and Device Solutions was roughly flat (-1%). Resiliency Solutions added $16M. Cash & balance sheet: Free cash flow $81M (down $9M YoY), operating cash flow $88M. Long-term debt roughly doubled to $1.58B (from $0.79B at year-end 2025), largely to fund acquisitions. Demand signals: ARR up 21% to $417M β the standout metric, showing recurring revenue mix shifting favorably. Bookings $550M, backlog $4.4B (slightly below last year's $4.5B). Guidance: Q3 revenue guided to $590β600M, non-GAAP EPS $1.50β1.60. Full-year 2026 outlook raised to $2.37β2.41B revenue and $6.30β6.50 non-GAAP EPS.
ITRI was the move this morning.
I own TTEK and they had solid earnings last month but still a tad overvalued and WMS just reported today. XYL, MWA, VLTO, and WTS are fantastic companies. Really considered VLTO recently but held off. BMI and ITRI are currently trying to find a floor and they themselves as companies are going through big reconfigurations. Both really cool in general. Here's a recent comment I made on VLTO https://www.reddit.com/r/stocks/s/R23pokWJpC
Good reminder about ITRI. I looked for a job there at some point lol, but never put it on my watchlist. I'll need watch it and BMI since they're both down. Thanks for the new names!
u/_hiddenscout mentioned NWPX earlier and they look like they had some great earnings! BMI is an awesome company but as far as a good entry...idk either. Maybe look at ITRI but it looks like a similar story as far as entry like BMI. Both cool companies though! There's also WMS, XYL, MWA, CNM, WTS
Opened Monday April 27 - Calls: GLW β’ AMKR β’ SANM β’ RMBS β’ INCY β’ CLS β’ CNC - Puts: ITRI β’ UHS *Disclaimer: Some of these are sketchy. Also, this is not investment advice.*
Do you follow ITRI at all?
Opened today for stocks announcing Tuesday 17th before market open: - Calls: WAY β’ MDT β’ CNH - Puts: CEVA β’ GPC Note: I also had puts on ITRI but sold just be market close today. Disclaimer: Not recommendations nor investing ad vice.
Calls: ASST β’ WAY β’ MDT β’ CNH Puts: ITRI β’ CEVA β’ NEO β’ GPC
Opened today: Announcing after market: - Calls: ASST Announcing Tuesday before market open: - Calls: WAY β’ MDT β’ CNH - Puts: ITRI β’ CEVA β’ GPC
ITRI is have a bad day after their earnings. Seems to be slowing growth, but EPS is improving.Β Company is always on my watchlist and interesting play on smart meters for grids.Β
Iβve also looked into ITRI in the past, which is another smart grid meter company, but growth has slowed.Β Stating to look into ABB now. I know they just or about to spin off their robotics sector.Β
I know u/creemeeseason follows both names. BMI always been kind of too expensive in terms of valuation for me. I think ITRI is a bit cheaper and kind of the name thing BMI does, with smart meters. I always try to buy names with their PEG under 2. I saw your post from the other day, but not it's kind of late to the game now, but aerospace might be another space to look into. Like you said something about Rolls Royce, if I remember correctly. Their growth has been from their jet program. I picked up some ATI after it sold off from the last earnings. I also own CRS, which are both specialty metal companies. Didn't really post them, because they are still secular, which I couldn't think of names that fit what you are looking into.
Nice report for $ITRI and guidance raised!
Sorry for taking so long to get back to you, just was waiting to work today, since it would be easier to type the response lol. Yeah CTLP is really interesting. Seems pretty expensive, but the growth is at least there right now, plus there was some insider buying, which is a good sign. Yeah, I think with the electrical names, it's possible that some of the performance just got pulled ahead as investors were so bullish, but I think long term, the trend makes sense. Just could be some pain in the short to mid term. Yeah, I mentioned ITRI a bit ago. Held and sold, just for some reason, the stock like never moves much. Something similar to like ESE. Was a name I liked and held, didn't do anything, then one earnings report pumped the stock like 30% lol. It's crazy how those low volume names can just run sometimes. I kind of dig them. AYI was one I was kicking myself for not buying. I did a ton more research into like industrial and electrical plays like a few years, when the IRA and infrastructure bills where getting passed. The fundamentals just looked so cheap when I was posting about them and they seem like a well ran solid company. I got lucky with CRS, I bought some like last week before it poped the other day. Personally I love companies that do things in multiple industries. Like they do medical/aerospace/defense vs like ATI is more aerospace/defense. Yeah, HWM was another one of those names that was on my watchlist and just watched it pop like 30% after an earnings report. I got some back in like the 100s and been happy with the company so far. Does feel like aerospace is a good bull market right now. I had a position in WWD, but moved out of it after like 30% gain. Just was happy with the gains and don't want to get too over exposed again, so trying to keep my aerospace names limited. Yeah SRAD is another great GARPY name. It's cool that MLB bought a stake in the company and I feel like the sports betting is just gaining more momentum. I'm always conflicted with it, since I think gambling is fine, but some of the stuff is getting out of hand. Like you can't watch any sports content without an ad or some pushing some odds.
Looking through CTLP some more, I'm going to invest! I even checked out their career page for engineering opportunities haha - nothing near or available though. \+1 on holding the electrical names long-term. I am worried about a reduction in CAPEX spending in future quarters, but not seeing much news indicating that except for the stock prices staying depressed. I was just considering a position in ITRI actually! I believe you mentioned it more than half a year ago? It's been on my watchlist for a while since I heard the name. I sold my position in CARR and GWW to diversify, so I might reallocate some there. Thanks for the new names to follow - AYI / CRS / ATI. I've been interested in HWN forever, but I just keep watching it go up haha. Did you recently open a position? I got WWD after the August drop. It's dated, but I also found this SRAD analysis from 2021. Thought it was interesting comparing it to now: [https://www.reddit.com/r/stocks/comments/rkib3w/the\_case\_for\_srad\_to\_hit\_100\_in\_4\_years/](https://www.reddit.com/r/stocks/comments/rkib3w/the_case_for_srad_to_hit_100_in_4_years/)
For automation plays, I like a few industrial names like AIT, ITT, ITRI, and APH.
$ITRI has a solid report and is still isn't too expensive. It's a play on water monitoring/grids updates. Last earnings report: [https://investors.itron.com/static-files/5c8fe2bf-2d2a-4131-8083-fb477ddee97c](https://investors.itron.com/static-files/5c8fe2bf-2d2a-4131-8083-fb477ddee97c)
Someone just purchased 971,000 shares of ITRI in the premarket. Her average *daily* volume is 360,000. I'm keeping an eye on her.
Post about this company yesterday, but it was kind of later in the day, still curious if anyone here also follows them, invested, or has an opinion on $ITRI Seems like a really interesting company that is growing. Description of the company: > > > Overall the company the fundamentals aren't the worst: 45M float, Forward PE 29, PEG of 1, PS 2, PB 2 They just reported like last week with a solid quarter: [https://investors.itron.com/news-releases/news-release-details/itron-announces-first-quarter-2024-financial-results](https://investors.itron.com/news-releases/news-release-details/itron-announces-first-quarter-2024-financial-results) * Q1 Non-GAAP EPS of $1.24Β beats by $0.40. * Revenue of $603.44M (+22.0% Y/Y)Β beats by $23.99M. Here's the latest slide deck [https://investors.itron.com/static-files/af39412c-220f-4c29-94cf-eda9fcc115d6](https://investors.itron.com/static-files/af39412c-220f-4c29-94cf-eda9fcc115d6)
Kind of late, but anyone here follow $ITRI? Seems like a really interesting company that is growing. Description of the company: >It operates in three segments: Device Solutions, Networked Solutions, and Outcomes. The Device Solutions segment offers hardware products that are used for measurement, control, or sensing, such as standard gas, electricity, water, and communicating meters, as well as heat and allocation products. >The Networked Solutions segment provides communicating devices, such as smart meters, modules, endpoints, and sensors; network infrastructure; and associated heat-end management and application software for acquiring and transporting application-specific data. >This segment also offers industrial internet of things solutions. Including automated meter reading; advanced metering infrastructure for electricity, water, and gas; distributed energy resource management; smart grid and distribution automation; smart street lighting; and leak detection and applications for gas and water systems. Overall the company the fundamentals aren't the worst: 45M float, Forward PE 89, PEG of 1, PS 2, PB 2 They just reported like last week with a solid quarter: * Q1 Non-GAAP EPS of $1.24Β beats by $0.40. * Revenue of $603.44M (+22.0% Y/Y)Β beats by $23.99M. Here's the latest slide deck [https://investors.itron.com/static-files/af39412c-220f-4c29-94cf-eda9fcc115d6](https://investors.itron.com/static-files/af39412c-220f-4c29-94cf-eda9fcc115d6)
Company that always pops up when I research reported this morning: $ITRI Q4 Non-GAAP EPS of $1.23 beats by $0.48. Revenue of $577.17M (+23% Y/Y) beats by $6.95M. The increase was due to strong operational execution and improved supply chain conditions, which enabled higher customer deliveries. Device Solutions revenue increased 13%, or 9% in constant currency, due primarily to increased demand for smart water meters and communication modules. Networked Solutions revenue increased 30%, due to higher activity levels associated with ongoing and new deployments enabled by improved supply chain conditions. Outcomes revenue increased 10%, or 9% in constant currency, due primarily to increased recurring and one-time services, partially offset by decreased software license activity during the quarter. Excited for $STRL and $PRIM reporting after the bell close today as well.
What do we think of ITRI earnings next week?
Thoughts on ITRI? Consistently beats estimates, lots of mergers in the energy space, earnings announced on 2.26. However anticipated EPS for Dec 23 are statistically significant, around 3x the previous report. Calls?
Then you missed a big opportunity. BMI up 44% YTD. ERII up 46% YTD. MWA up 50% YTD. ITRI up 48% YTD. Veolia up 23% YTD. WTS up 25% YTD. Without water society doesn't function.
Let me know if you like any of these: ITRI, NVEE, PWR 
Enphase (ENPH), Sunrun (RUN), Itron (ITRI). But I like green energy as a long-term play. Traditional power generation seems to be getting less reliable (I live in Texas and am acutely aware of this issue). Demand is going up, thanks in part to more extreme weather events and widespread adoption of EVs on the horizon.
My bets are on $PLTR $MCFE $RVP $LFST $RXT Do ur proper research on these companies, look at the dips post earning on some if these companies and I felt itβs a good time to buy these dips (similar strategy on buying the dips post earnings worked for me with $NEWT $IMVT $CAT $ITRI $CLOV WHEN U READ THE TEPORTS- checkout why the stock prices went down (is it because of bad results or because if profit taking or dividends announcements etc). Take ur own decision since itβs ur hard earned money and donβt be influenced by any others views. I am just sharing my views on what I felt are the good bets as per my view, these stocks should com up within a week or May be immediately tomorrow since they tanked post earnings (with good results). All the very best π
Take ur own decision (and no decision is a perfect decision sometimes, lol, sometimes stock market turns out to be a gamble). π even the professionals fail at predicting, and we r just newbies π but trying out best to understand the gane as much as possible) Btw, one more strategy I am trying these days on other stocks is - watch out couple of biggest dips on good companies (for example on a Robinhood - biggest movers section, or in general from different random research β abs then check whether the stock dipped due to profit taking or because of bad results /news etc- and accordingly get in (or not) to that stock And wait fir that stock to come up again within a week or so (if it dips 15-20-30% etc due to profit taking or overall market dip - then it may be a good candidate to get in (out of 5 for me 3 worked, lol) lady week IMVT INGN NEWT ITRI etc worked in this way, but lost a bit on ARDX, so trying different approach, but in pltr I had some stocks + saw the dips + general research says it should have good earnings report , so this was a clear bet (only problem with pltr is it swings so much irrespective of good news sometimes$. So good luck to us, got 1000+ stocks in pltr bag now. Cheers πππ
I haven't really looked into it, but here's some info: Shares of Itron Inc. ITRI, +7.34% bounced 6.4% in afternoon trading Friday, after Raymond James analyst Pavel Molchanov suggested it was time to back up the truck on the provider of products to measure energy and water. Molchanov raised his rating to strong buy from outperform, after the stock plunged 26.4% on Thursday -- the biggest one-day selloff since July 2002 -- in the wake of a big profit miss and slashed full-year outlook, with the company citing supply chain challenges. With the selloff, Molchanov believes the market is "missing the forest for the trees." He gave "three fundamental reasons" to buy the stock that the market is overlooking: 1) None of the smart meter revenue is disappearing -- it will come when supply is available; after some sluggishness, software revenue is finally showing strength; and lowest leverage in 7 years opens the door to acquisitions in software, and perhaps beyond. Itron's stock had dropped 20.3% year to date, while the S&P 500 SPX, +0.17% has gained 18.1%.
Itron (ITRI) LoRaWan Network provider for IoT upgrading and increasing efficiency of electric and water utilities. I'm a utility manager, so I know the potential of the technology. This is another of the paid service recommendations. Generally, I look at all of the recommendations and choose those with the most potential.
$PBYA thin Ask $1.16 November, 2017 $.30 May, 2018 $.0027 February, 2021 ​ Authorized Shares 5,000,000,000 Outstanding Shares 2,559,893,315 SS updated and Transfer Agent Verified. ​ 8M revenue in 2017 [https://www.otcmarkets.com/stock/PBYA/financials](https://www.otcmarkets.com/stock/PBYA/financials) ​ Itron Collaborates with Disco Learning Media a division of $PBYA [https://www.otcmarkets.com/stock/PBYA/news/Itron-Collaborates-with-Disco-Learning-Media-and-GPB-Education-to-Expand-STEM-Education-Resources-in-PBS-LearningMedia?id=213156](https://www.otcmarkets.com/stock/PBYA/news/Itron-Collaborates-with-Disco-Learning-Media-and-GPB-Education-to-Expand-STEM-Education-Resources-in-PBS-LearningMedia?id=213156) ​ Itron a Nasdaq company $92 [https://finance.yahoo.com/quote/ITRI?p=ITRI](https://finance.yahoo.com/quote/ITRI?p=ITRI)
I wouldn't touch any of those, myself. I remember Cramer or somebody recommending Carvana a long time ago, maybe September, before it went up, but who would buy that now? ITRI I mean, gosh, just look at the volume when the price dumped. Yowsers that's a stinker.ποΈπΌ