The article evaluates three stocks based on their cash flow performance and long-term growth potential. It identifies Itron (ITRI) as a stock to watch due to strong free cash flow margins, rising operating margins, and profitable incremental sales. Latham (SWIM) and Builders FirstSource (BLDR) are flagged for caution due to declining sales, shrinking free cash flow margins, and falling earnings per share. The piece also references a broader list of high-performing stocks, including Nvidia and Kadant, which have delivered strong returns since 2020, noting that market reactions to Trump's tariff plan in April 2025 led to a subsequent rebound in these assets.

The article analyzes three stocks: The Cheesecake Factory (CAKE), NetApp (NTAP), and Itron (ITRI). It highlights CAKE and NTAP as stocks to avoid due to weak performance and growth concerns, while ITRI is viewed as a positive opportunity. The analysis includes financial metrics, price targets, and valuation ratios.

A comprehensive report by Coherent Market Insights analyzes the global sensor market from 2024-2031, covering size, trends, growth drivers, and opportunities. The report includes competitor analysis, regional breakdowns, and insights into technological advancements, market segmentation, and future projections.

Itron Inc reported record-breaking profits and strategic advancements in Q2 2025, including adjusted EBITDA of $90 million, non-GAAP earnings per share of $1.62, and free cash flow of $91 million. The company secured key partnerships, such as a contract with Hellenic Electricity Distribution Network Operator in Greece and a large-scale initiative in Tucson, Arizona. Despite a lowered revenue outlook due to regulatory challenges, Itron raised its full-year EPS guidance and anticipates strong third-quarter performance.

Itron Inc. reported Q2 2025 earnings that exceeded analyst expectations for earnings per share (EPS) but slightly missed revenue forecasts, leading to a stock decline. The company achieved a record gross margin and strong free cash flow, though revenue fell short of estimates. The stock dropped 10.19% pre-market, with a PEG ratio of 0.43 indicating attractive valuation.