Ituran Target Raised to $57 with Record Q4 Revenue Growth and $100M EBITDA Run Rate
Loop Capital’s Sergey Glinyanov set a $57 price target on Ituran, implying 17.04% upside. The company posted record 2025 results with Q4 revenue up 13% to $93.5 million, Q4 EBITDA over $25 million, and an annualized EBITDA run rate exceeding $100 million.
1. Loop Capital Price Target
Sergey Glinyanov set a $57 price target on Ituran, implying 17.04% upside and reflecting confidence in the company’s growth trajectory and operational efficiency.
2. Record Q4 Financial Performance
Ituran achieved a 13% increase in Q4 revenue to $93.5 million, driven by a 15% rise in subscriber revenue to $71.1 million, marking its strongest quarterly top-line performance to date.
3. EBITDA and Cash Generation
Q4 EBITDA exceeded $25 million, translating to an annualized run rate surpassing $100 million for the first time, while cash generation reached $29.4 million, its highest quarterly total.
4. Shareholder Returns and Strategic Outlook
Robust cash flow supports a special dividend and expanded share repurchase authorization, and ongoing subscriber growth plus strengthened OEM partnerships are expected to drive long-term value creation.