Buy ITRI by Dec 14, 2026.

Been looking at Itron after the drop from the $140s into the low $90s. I used to think of it mostly as the smart meter company, which is still a big part of it, but theres a fair bit more software/services in there now than I realised. The last quarter looks bad if you only glance at revenue. Sales were down 7% because some of the big utility network deployments moved around, but gross margin went from 37% to 41% …