Ituran Location and Control Ltd. (ITRN)
NASDAQ (NGS) NASDAQ (NGS) Primary 
Is Ituran Location and Control (ITRN) Stock Undervalued Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Is Ituran (ITRN) a Solid Growth Stock? 3 Reasons to Think "Yes"
Ituran (ITRN) is well positioned to outperform the market, as it exhibits above-average growth in financials.
Ituran Location And Control Remains A Buy After Strong Q2 Growth
Ituran Location and Control Ltd. maintains strong growth, posting record Q2 revenue, profitability, and cash flow, with recurring revenue now 76% of total. ITRN trades at 15.1x forward earnings and 8.7x EV/EBITDA, offering 27% upside to a $69 fair value if growth and margins persist. OEM partnerships, especially in South America, and disciplined capital returns underpin the investment case; Big Data initiatives offer long-term optionality.
Ituran: The Market Is Pricing In Too Much Of A Slowdown
Ituran Location and Control (ITRN) delivered strong Q2 results, with revenue up 21% and net income up 29%, yet shares lag fundamentals. ITRN trades at 15x 2026E earnings, offers a 3.7% dividend yield, and maintains a net cash position with no debt, supporting downside protection. OEM partnerships, especially in Brazil and with Stellantis, are driving recurring subscription growth, while new ventures like big data and IturanMob remain potential upside.
Ituran Location and Control Ltd. (ITRN) Q2 2026 Earnings Call Transcript
Ituran Location and Control Ltd. (ITRN) Q2 2026 Earnings Call Transcript
Ituran Location and Control Q2 Earnings Call Highlights
Ituran Location and Control NASDAQ: ITRN reported record second-quarter revenue and profitability for 2026, driven by growth in recurring subscription revenue, subscriber additions and expanding original equipment manufacturer relationships.
Ituran's Strong Q1 Results Keep The Buy Case Alive
Ituran Location and Control (ITRN) remains a Buy, supported by record Q1 2026 results and robust recurring revenue growth. ITRN's subscriber base grew by 40,000 in the quarter, with OEM partnerships and new initiatives like IturanMob and Big Data analytics driving expansion. Margins and cash flow remain strong, enabling consistent dividends and share buybacks, with $108 million in net cash and a $10 million quarterly dividend.
Ituran Location and Control Ltd. (ITRN) Q1 2026 Earnings Call Transcript
Ituran Location and Control Ltd. (ITRN) Q1 2026 Earnings Call Transcript
Ituran Location and Control Q1 Earnings Call Highlights
Ituran Location and Control NASDAQ: ITRN reported a record first quarter of 2026, with revenue surpassing $100 million for the first time as subscription growth and continued subscriber additions supported double-digit gains in profitability.
Ituran's Next Chapter Is Bigger Than Subscriber Growth
Ituran Location and Control Ltd (ITRN) is evolving from telematics into a comprehensive connected mobility platform, targeting deeper data and lifecycle monetization. ITRN is now positioned to capture a larger share of the $250–$400Bn connected car data monetization opportunity projected by 2030. I reiterate a Strong Buy rating for ITRN, now based on its expanding value capture beyond subscriber growth and attractive valuation.
Ituran: Profitable, Growing, And Ready For Its Next Leap
Ituran is a buy, leading connected car tech in Israel and Latin America with reliable, high-margin subscription revenue. ITRN trades at 13x 2025 earnings and offers a 5.5% dividend, providing income, safety, and growth potential. Recent price weakness is seen as a buying opportunity, with fundamentals intact and growth from carmaker deals and new markets.
Ituran: Steady As She Goes, But Moderating Our Bullish Stance Now
Ituran has outperformed other international small-caps and Israeli tech companies since we last covered it in September. Yesterday, ITRN delivered its Q3 results which had its fair share of ups and downs. ITRN delivered a solid revenue performance, driven by strong subscription fee growth, even as margins on subscriptions crossed the 60% landmark.
