Why Itron Stock Is Skyrocketing Today

By Scott Levine – Feb 17, 2026 at 1:20PM ESTKey PointsItron reported Q4 2025 earnings this morning.The company reported stronger results than analysts had anticipated.These 10 Stocks Could Mint the Next Wave of Millionaires ›NASDAQ: ITRIItronMarket Cap$4.1BToday's Changeangle-down(6.73%) $6.01Current Price$95.37Price as of February 17, 2026 at 1:31 PM ETA strong end to 2025 has investors thinking it's a smart idea to buy this smart cities stock.Starting the shortened trading week on a positive note, Itron (ITRI +6.73%) stock is soaring today. The technology company that provides meters and sensors for smart cities reported fourth-quarter 2025 financial results before the bell rang this morning, and investors are clearly impressed. As of 12:49 p.m. ET, Itron shares are up 8.7%, retreating from an earlier 17% gain. Image source: Getty Images. Beating analysts' estimates is only part of the story Blowing past analysts' expectations that it would report Q4 2025 revenue of $561.5 million and adjusted earnings per share (EPS) of $2.19, Itron posted $572 million in sales and adjusted EPS of $2.46. ExpandNASDAQ: ITRIItronToday's Change(6.73%) $6.01Current Price$95.37Key Data PointsMarket Cap$4.1BDay's Range$95.37 - $104.5152wk Range$88.57 - $142.00Volume1.5MAvg Vol634KGross Margin35.56% Besides the income statement, investors found the company's cash flow to be a source of celebration. In Q4 2025, Itron generated free cash flow of $111.5 million, a 58.9% year-over-year increase. Lauding the company's performance last quarter, Tom Deitrich, Itron's president and CEO, stated: "We achieved numerous financial records, led by Outcomes growth of 23% which is a record level of revenue for that segment. The modern grid cannot operate without real-time intelligence, and Itron is the intelligence layer of the grid." Is Itron stock a buy on the positive news? Trading at 16.5 times forward earnings, Itron stock is reasonably priced right now. The stock, however, often underperforms the S&P 500, so investors should evaluate Itron carefully before opening a position. Fortunately, those seeking a compelling Internet of Things stock have plenty of other options. Read NextFeb 28, 2022 •By Scott LevineWhy Shares of Itron Are Plummeting TodayMay 4, 2020 •By Motley Fool TranscribersItron Inc (ITRI) Q1 2020 Earnings Call TranscriptFeb 25, 2020 •By Motley Fool TranscribersItron Inc (ITRI) Q4 2019 Earnings Call TranscriptNov 4, 2019 •By Motley Fool TranscribersItron Inc (ITRI) Q3 2019 Earnings Call TranscriptAug 8, 2019 •By Motley Fool TranscribersItron Inc (ITRI) Q2 2019 Earnings Call TranscriptMay 6, 2019 •By Motley Fool TranscribersItron Inc (ITRI) Q1 2019 Earnings Call TranscriptAbout the AuthorScott Levine is a contributing Motley Fool stock market analyst covering energy, industrials, technology, and materials. He is also a high school English teacher and a small business owner. He holds a bachelor’s degree in English and creative writing from Binghamton University, a master’s degree in secondary education from Adelphi University, and an advanced certificate in school building leadership from CUNY Queens College. A crossword puzzle enthusiast, he has solved more than 3,100 New York Times puzzles with a 97% solve rate.TMFProudMonkeyX@TMFProudMonkeyStocks MentionedItronNASDAQ: ITRI$95.37 (+6.73%) $+6.01S&P 500 IndexSNPINDEX: ^GSPC$6854.91 (+0.27%) $+18.74*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.