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Itron (ITRI) & The Mobility House to Transform EV Fleet Charging

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Itron (ITRI - Free Report) collaborated with The Mobility House to introduce the Fast & Flexible Interconnect (FIX) program to enhance the charging of electric vehicle (EV) fleets in areas with limited distribution systems.

The program aims to assist utilities and grid operators in managing interconnection delays and infrastructure issues related to EV fleet electrification. The strain on the electric grid continues to rise owing to the rapid adoption of electric vehicles, especially in the light commercial vehicle sector.

The FIX program offers a unique approach to EV charging management by providing cost-effective, reliable, and quickly implementable alternatives to traditional methods of assessing distribution loads and upgrading infrastructure.

Itron, Inc. Price and Consensus

Itron, Inc. Price and Consensus

Itron, Inc. price-consensus-chart | Itron, Inc. Quote

The FIX programs suite of applications combines The Mobility House’s ChargePilot with Itron’s Grid Edge Intelligence solutions, including its Optimizer portfolio and distributed intelligence capabilities.

It offers three program strategies under passive, active and dynamic approach. Under the passive approach, utilities set fixed usage limits based on grid constraints and load forecasting. The active approach utilizes real-time data to optimize charging capabilities while maintaining grid reliability. The dynamic approach focuses on grid awareness and flexibility for both fleet operators and utilities.

Itron expects increased demand for electric vehicles and distributed energy resource management to drive customer bookings. By the end of third-quarter 2023, the company noted that it had more than 8 million deployed units for DI-capable endpoints. The company continues to launch product offerings to improve utility data management.

Recently, Itron collaborated with GE Vernova to assist utilities in using grid data to manage and coordinate the distribution grid in real time, resulting in a more dependable and resilient grid for end users. The collaboration aims to integrate Itron’s Grid Edge Intelligence solutions with GE Vernova’s GridOS orchestration software to address the challenges of renewable energy generation and behind-the-meter distributed energy resources.

Currently, Itron carries a Zacks Rank #3 (Hold). Itron’s shares have rallied 44.8% in the past year compared with 9.6% growth of the sub-industry.

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Image Source: Zacks Investment Research

Stocks to Consider

Some better-ranked stocks worth considering in the broader technology space are Cadence Design Systems (CDNS - Free Report) , Woodward (WWD - Free Report) and Watts Water Technologies (WTS - Free Report) . Cadence and Woodward sport a Zacks Rank #1 (Strong Buy), while Watts Water Technologies carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for Cadence’s 2024 earnings per share (EPS) has improved 1.9% in the past 60 days to $5.87. CDNS’s long-term earnings growth rate is 17.1%.

Cadence’s earnings surpassed the Zacks Consensus Estimate in each of the last four quarters, the average surprise being 3.4%. Shares of CDNS have gained 49.9% in the past year.

The Zacks Consensus Estimate for Woodward’s fiscal 2024 EPS has inched up 5.7% in the past 60 days to $5.20. WWD’s long-term earnings growth rate is 15.5%.

Woodward’s earnings beat the Zacks Consensus in each of the last four quarters, the average surprise being 27.2%. Shares of WWD have gained 38.5% in the past year.

The Zacks Consensus Estimate for Watts Water Technologies fiscal 2024 EPS has improved 0.4% in the past 60 days to $8.35. WTS’s long-term earnings growth rate is 7.8%.

WTS’ earnings surpassed the Zacks Consensus Estimate in each of the last four quarters, the average surprise being 13.5%. Shares of WTS have soared 12.6% in the past year.


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