Itron's report reveals accelerated AI adoption in utilities, highlighting priorities like grid optimization, safety, and demand forecasting.
Quiver AI Summary
Itron, Inc. recently released its 2025 Resourcefulness Report, highlighting the accelerated adoption of artificial intelligence (AI) and data analytics among North American utilities. A survey of 500 electric utility executives revealed that 41% have fully integrated AI technologies, surpassing last year's prediction of 27%. With increasing demand from sectors like manufacturing and data centers straining the grid, utilities are leveraging AI to optimize grid operations, enhance safety, and improve demand forecasting. Key priorities identified include grid optimization, safety improvements, and meeting heightened customer expectations for personalized services. Itron emphasizes that the swift adoption of these technologies is not just a trend but a vital strategy for future resilience and efficiency in utility management.
Potential Positives
- Itron's 2025 Resourcefulness Report highlights a significant and rapid adoption of AI and data analytics among North American utilities, with 41% of executives reporting full integration—far ahead of last year's projections.
- The report indicates that grid optimization is a top priority, with 57% of executives recognizing AI's role in improving grid efficiency and reliability, positioning Itron as a key player in addressing industry challenges.
- With 53% of executives identifying safety as a primary application for AI, Itron's solutions contribute to enhanced safety measures by enabling faster hazard detection compared to traditional inspections.
- The increasing demand for personalized consumer engagement solutions, as noted by 57% of executives, underscores Itron's potential to meet evolving customer expectations through innovative technology.
Potential Negatives
- Despite the rapid adoption of AI technologies, 57% of executives view customer support as their biggest challenge in consumer engagement, indicating potential weaknesses in Itron's service delivery and customer satisfaction.
- The ongoing pressures on the energy grid from surging demand threaten to outpace capacity, highlighting vulnerabilities within the current infrastructure and raising concerns over Itron's ability to effectively manage these challenges.
- The need for AI integration highlights that the utilities industry is facing significant hurdles to modernization and efficiency, suggesting an urgent need for improved strategies which Itron must address promptly.
FAQ
What is the 2025 Resourcefulness Report about?
The report discusses how utilities can adopt AI to enhance energy and water management, featuring key insights from industry executives.
How fast are utilities adopting AI technologies?
41% of utility executives reported fully integrating AI technologies, significantly faster than the 27% forecasted last year.
What are the key priorities identified by utility executives?
Key priorities include grid optimization, safety improvements, and demand forecasting as essential applications of AI in utilities.
How does AI improve customer engagement for utilities?
AI enhances customer service by providing personalized insights, proactive outage notifications, and self-service options, addressing consumer demands.
Where can I download the full 2025 Resourcefulness Report?
You can download the report and companion research at www.itron.com/resourcefulness.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$ITRI Insider Trading Activity
$ITRI insiders have traded $ITRI stock on the open market 25 times in the past 6 months. Of those trades, 0 have been purchases and 25 have been sales.
Here’s a breakdown of recent trading of $ITRI stock by insiders over the last 6 months:
- THOMAS DEITRICH (President & CEO) has made 0 purchases and 4 sales selling 38,976 shares for an estimated $4,667,679.
- JOHN F. MARCOLINI (SVP, Networked Solutions) has made 0 purchases and 4 sales selling 11,798 shares for an estimated $1,400,176.
- JUSTIN K PATRICK (SVP, Device Solutions) has made 0 purchases and 3 sales selling 9,799 shares for an estimated $1,192,037.
- MARY C. HEMMINGSEN sold 5,150 shares for an estimated $559,820
- JOAN S HOOPER (SVP & CFO) has made 0 purchases and 2 sales selling 1,908 shares for an estimated $229,366.
- DONALD L. III REEVES (SVP, Outcomes) has made 0 purchases and 2 sales selling 1,076 shares for an estimated $129,348.
- CHRISTOPHER E. WARE (SVP, GC & Corp. Secretary) has made 0 purchases and 3 sales selling 1,106 shares for an estimated $128,679.
- LAURIE ANN PULATIE-HAHN (SVP, HR) has made 0 purchases and 4 sales selling 371 shares for an estimated $44,159.
- DAVID MARSHALL WRIGHT (VP, Corp. Controller & CAO) has made 0 purchases and 2 sales selling 208 shares for an estimated $25,006.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$ITRI Hedge Fund Activity
We have seen 228 institutional investors add shares of $ITRI stock to their portfolio, and 210 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- IMPAX ASSET MANAGEMENT GROUP PLC added 698,910 shares (+inf%) to their portfolio in Q2 2025, for an estimated $91,997,523
- MILLENNIUM MANAGEMENT LLC removed 394,266 shares (-55.5%) from their portfolio in Q2 2025, for an estimated $51,897,233
- BALYASNY ASSET MANAGEMENT L.P. removed 370,204 shares (-87.9%) from their portfolio in Q2 2025, for an estimated $48,729,952
- SOROS FUND MANAGEMENT LLC removed 296,000 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $38,962,480
- BLACKROCK, INC. removed 293,119 shares (-4.1%) from their portfolio in Q2 2025, for an estimated $38,583,253
- MEREWETHER INVESTMENT MANAGEMENT, LP added 282,587 shares (+1552.7%) to their portfolio in Q2 2025, for an estimated $37,196,926
- AMERICAN CENTURY COMPANIES INC added 267,847 shares (+inf%) to their portfolio in Q2 2025, for an estimated $35,256,700
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$ITRI Analyst Ratings
Wall Street analysts have issued reports on $ITRI in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Overweight" rating on 10/16/2025
- Roth Capital issued a "Buy" rating on 07/22/2025
To track analyst ratings and price targets for $ITRI, check out Quiver Quantitative's $ITRI forecast page.
$ITRI Price Targets
Multiple analysts have issued price targets for $ITRI recently. We have seen 5 analysts offer price targets for $ITRI in the last 6 months, with a median target of $150.0.
Here are some recent targets:
- Mark Strouse from JP Morgan set a target price of $155.0 on 10/16/2025
- Tommy Moll from Stephens & Co. set a target price of $130.0 on 10/07/2025
- Chip Moore from Roth Capital set a target price of $150.0 on 07/22/2025
- Joseph Osha from Guggenheim set a target price of $155.0 on 07/14/2025
- Kashy Harrison from Piper Sandler set a target price of $121.0 on 05/05/2025
Full Release
LIBERTY LAKE, Wash., Oct. 27, 2025 (GLOBE NEWSWIRE) -- Itron , Inc. (NASDAQ: ITRI), which is innovating new ways for utilities and cities to manage energy and water, released its 2025 Resourcefulness Report, Grid Edge Intelligence: Five Ways Energy Utilities Can Deploy AI Now . In this year’s survey of 500 electric utility executives across the U.S. and Canada, responses indicated that North American utilities are adopting data analytics, artificial intelligence (AI) and grid-edge intelligence far faster than anticipated.
In last year’s survey, 27% of North American utility executives forecasted these technologies would be fully integrated into operations in five years. Today, 41% of utility executives surveyed report having fully integrated AI-related technologies—much earlier than anticipated. Meanwhile, another 40% have made significant investments and report mature projects underway. This rapid adoption comes as the industry faces unprecedented pressures that threaten to outpace capacity, such surging demand from growth in manufacturing, electrification and AI data centers.
“AI is introducing new complexities, but it’s also creating powerful opportunities,” said Marina Donovan, vice president of global marketing, ESG and public affairs at Itron. “Surging demand from manufacturing, electrification and data centers is straining the grid, yet the same technologies are giving utilities the intelligence to modernize infrastructure, anticipate risks and strengthen community safety. The progress made in just one year is extraordinary—and it highlights the urgency of this moment.”
Key findings:
Across the U.S. and Canada, executives identified several key industry insights that are top of mind during the ongoing AI boom:
- Grid optimization is the top priority : 57% of executives see AI as key for smarter grids by balancing loads, reducing energy loss and boosting distributed energy resource integration. AI can act as the catalyst in modernizing utilities and delivering more reliable power for consumers.
- Safety remains essential : 53% of executives cite safety as a leading AI application due to its ability to detect more hazards than physical inspectors alone, enabling faster, real-time responses.
- Demand forecasting powers proactive planning : Demand forecasting ranked third among the areas where utility leaders expect AI and grid-edge analytics to have the greatest impact, with just over half of respondents (51%) identifying it as a top-three priority. Strong forecasting capabilities enable better energy management and smoother renewables integration, ultimately resulting in more reliable service and fewer interruptions for consumers.
- Customer demands are amping up : Today’s consumers are demanding greater personalized insights, proactive outage notifications and self-service options. These demands have led 57% of executives to note customer support as their biggest challenge in consumer engagement.
“The pace of AI adoption across utilities is unlike anything we’ve seen before. This isn’t a trend, but a resilience strategy,” added Donovan. “From extending asset life through predictive maintenance to detecting hazards faster and improving customer service, utilities are applying AI where it delivers measurable impact today and prepares the grid for tomorrow.”
Download the full 2025 Resourcefulness Report and its companion research to explore all five strategies utilities are using to integrate AI today: www.itron.com/resourcefulness .
About Itron
Itron is transforming how the world manages energy, water and city services. Our trusted intelligent infrastructure solutions help utilities and cities improve efficiency, build resilience and deliver safe, reliable and affordable service. With edge intelligence, we connect people, data insights and devices so communities can better manage the essential resources they rely on to live and thrive. Join us as we create a more resourceful world: www.itron.com .
Itron and the Itron Logo are registered trademarks of Itron Inc. in the United States and other countries and region. All third-party trademarks are property of their respective owners and any usage herein does not suggest or imply any relationship between Itron and the third party unless expressly stated.
For additional information, contact:
Itron, Inc.
Alison Mallahan
Senior Manager, Corporate Communications
509-891-3802
[email protected]
Paul Vincent
Vice President, Investor Relations
512-560-1172
[email protected]
Itron, Inc.
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