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    Ituran Location And Control (ITRN) On Its Israel Transport Deal And Whether The Story Is Priced In

    Simply Wall St·09/09/2026 16:24:45
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    Ituran Location and Control (ITRN) has secured a multi year contract to supply the Israeli Ministry of Transport with a SaaS platform that tracks live traffic behavior across Israel's main roads.

    Recent trading shows some cooling after a strong run. The 90 day share price return has fallen 18.26%, even though the year to date share price return is 21.8% and the 1 year total shareholder return is 59.62%. This suggests Ituran Location and Control still carries positive longer term momentum in the market.

    Capitalize on the momentum in connected mobility by comparing Ituran Location and Control with a curated list of solid balance sheet and fundamentals (24 results) that could benefit from similar long-term contracts and recurring data revenues.

    The contract win, strong 1 year gains and recent 90 day pullback put Ituran Location and Control at an interesting crossroads. Is most of the upside already in the rear view mirror, or does valuation still leave room ahead?

    Most Popular Narrative: 29.5% Undervalued

    Ituran Location and Control’s most followed narrative points to a fair value of $73.50 against a last close of $51.79, putting a lot of weight on recurring telematics and mobility data as long term cash drivers.

    The introduction of telematics services for motorcycles in South America taps into a significant untapped market, potentially increasing the total addressable market and driving future revenue growth.

    Growth in the usage-based insurance business in Israel, facilitated by high car theft rates and demand for security systems, suggests strong future subscriber additions, boosting subscription revenue stream.

    Read the complete narrative.

    Want to see what really sits behind that $73.50 figure? The narrative leans heavily on compounding subscription growth, richer margins and a future earnings multiple that assumes investors keep paying up for connected mobility cash flows.

    Result: Fair Value of $73.50 (UNDERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    Still, the bullish Ituran Location and Control story can be knocked off course if currency swings compress reported margins or if lower margin OEM deals dilute profitability faster than subscriber growth helps earnings.

    Find out about the key risks to this Ituran Location and Control narrative.

    Next Steps

    Mixed signals around Ituran Location and Control can be energizing if you like doing your own homework. Move quickly, review both the risks and potential upsides, and ground your thesis in the full picture set out in the 4 key rewards and 1 important warning sign.

    Looking for more investment ideas beyond Ituran Location and Control?

    Do not stop at Ituran Location and Control. Broaden your watchlist with fresh ideas that match your goals, risk tolerance and income needs using focused screeners.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.