As you might know, Itron, Inc. (NASDAQ:ITRI) recently reported its first-quarter numbers. Revenues were US$607m, approximately in line with expectations, although statutory earnings per share (EPS) performed substantially better. EPS of US$1.42 were also better than expected, beating analyst predictions by 16%. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.

We've discovered 1 warning sign about Itron. View them for free.NasdaqGS:ITRI Earnings and Revenue Growth May 3rd 2025

Taking into account the latest results, Itron's twelve analysts currently expect revenues in 2025 to be US$2.47b, approximately in line with the last 12 months. Statutory earnings per share are forecast to dip 8.5% to US$5.07 in the same period. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$2.46b and earnings per share (EPS) of US$5.02 in 2025. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.

View our latest analysis for Itron

The analysts reconfirmed their price target of US$129, showing that the business is executing well and in line with expectations. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. The most optimistic Itron analyst has a price target of US$139 per share, while the most pessimistic values it at US$110. Still, with such a tight range of estimates, it suggeststhe analysts have a pretty good idea of what they think the company is worth.

Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. The analysts are definitely expecting Itron's growth to accelerate, with the forecast 1.2% annualised growth to the end of 2025 ranking favourably alongside historical growth of 0.9% per annum over the past five years. Compare this with other companies in the same industry, which are forecast to see revenue growth of 7.1% annually. It seems obvious that, while the future growth outlook is brighter than the recent past, Itron is expected to grow slower than the wider industry.

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The Bottom Line

The most important thing to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. At Simply Wall St, we have a full range of analyst estimates for Itron going out to 2027, and you can see them free on our platform here..

That said, it's still necessary to consider the ever-present spectre of investment risk.  We've identified 1 warning sign  with Itron , and understanding it should be part of your investment process.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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