周五盘中，能源和水资源管理公司伊管（Itron，股票代码：ITRI）股价大跌5.14%，引发市场关注。
消息面上，摩根大通和奥本海默等券商下调了伊管的目标价。这主要是由于硬件销售放缓，以及公用事业公司在监管和规划不确定的情况下推迟项目。尽管伊管第三季度的利润和收入均高于华尔街预期，但摩根大通警告称，除非第四季度订单反弹，否则该公司2026财年的营收可能会落后于预期。
奥本海默分析师表示，在更好的产品组合和软件解决方案需求增长的支持下，伊管的利润率预计将保持强劲。然而，市场似乎更关注短期内的挑战。目前，13家券商平均将该股评为"持有"，中位预测值为145美元。值得注意的是，尽管今日股价大跌，但截至上次收盘，该股今年累计仍小幅上涨0.5%。
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