Vontier Seen Riding IoT Boom And Recurring Revenue Growth To Stronger Earnings, Analyst Says

Anusuya Lahiri

August 26, 2025

KeyBanc's Katie Fleischer said Vontier (NYSE:VNT) is well-positioned for long-term growth, citing IoT adoption, industry consolidation, and recurring revenue gains.

She projects $3.55 EPS in fiscal 2026 and expects improving consumer demand and margin expansion to strengthen the provider's outlook.

Fleischer initiated coverage on Vontier, a mobility solutions provider, with an Overweight rating and a price forecast of $50, accompanied by a bullish long-term outlook, which sets a valuation at 14.1 times fiscal 2026 earnings.

Also Read: Vontier Prepared For A Solid 2024 With Revenue And Margin Growth: Analyst

She sees the company is well-positioned to capture growth as the convenience retail and fueling markets evolve with IoT technology, new payment standards, and environmental regulations.

Fleischer highlighted Vontier's iNFX platform as a key differentiator driving market share despite industry consolidation, with partners such as Costco (NASDAQ:COST), Chevron (NYSE:CVX), and Shell (NYSE:SHEL) expanding locations.

While near-term growth may be uneven as customers adopt new technology, she believes secular trends will fuel steady momentum, according to the analyst.

Fleischer also expects improvement in consumer-facing segments, such as Repair Solutions and DRB car wash, which are pressured by high interest rates and inflation. With signs of stabilization and improving consumer sentiment, the analyst anticipates better demand over the coming quarters.

Vontier's focus on recurring revenue is another growth lever, noted the analyst. Its target is expected to increase from ~30% today to 35% in fiscal 2026 and 40% by fiscal 2028, supporting margin expansion and potential multiple re-rating over time, she noted. While Fleischer acknowledges limited public comps, she said this strategic shift strengthens Vontier's long-term investment case.

Fleischer projected third-quarter revenue of $752 million and EPS of $0.77.

Price Action: VNT stock is up 0.79% at $43.47 as of the last check on Tuesday.

Read Next:

Apple iPhone 17 Launch Could Trigger ‘Sell The News’ Reaction, Analyst Warns

Photo: Shutterstock

Recommended

Will Your Savings Survive the August 31st Debt Ceiling Crisis? - Ad

Elon's New Device Could Launch Biggest IPO of the Decade - Ad

Investing Legend Hints the End May Be Near for These 3 Iconic Stocks - Ad

Popular

China protests Taiwan foreign minister's visit to the Philippines

MANILA, Philippines (AP) — Taiwan’s foreign minister has flown to the Philippines as head of a high-level delegation of investors, two senior Philippine officials said Saturday, prompting a protest from China and a warning to Manila “not to play with fire.”

Marriott, Toast, KeyCorp And More On CNBC's 'Final Trades'

Marriott International, which is down around 4% year-to-date, is Jenny Van Leeuwen Harrington's final trade.

How 433 Investors Unlocked 400X Return Potential

How 433 Investors Unlocked 400X Return Potential - Ad

VCs back startups for outsized gains. Regular investors wait. But rule changes fixed that. Take Revolut. In 2016, 433 people averaged a $2,370 stake. Today? It's worth $1M+, up 89,900%. No wonder 10K+ people and the VCs behind Uber and eBay took the chance on Pacaso's $1.3T market disruption.

AT&T's $17 Million Data Breach Settlement Offers Payouts Up To $7,500, Here's How To Claim

AT&T customers, both present and past, stand to receive up to $7,500 as part of a proposed $177 million settlement. This settlement is in response to two significant data breaches that affected millions of AT&T customers.

Kevin O'Leary Recalls How Cutting Off His Son's Trust Fund Drove Him To Harvard: 'The Dead Bird Under The Nest Never Learns To Fly'

Kevin O'Leary revealed that cutting off his son's trust fund after high school and insisting on self-reliance motivated him to earn a spot at Harvard, emphasizing that entitlement ruins ambition.

October 16 Changes the Microchip Game - and Investing

October 16 Changes the Microchip Game - and Investing - Ad

George Gilder-dubbed "America's #1 Futurist"-says while everyone's chasing AI, the real opportunity is in a 4-nanometer tech millions of times more complex. It's not another chip - it replaces them. Now built in Arizona, Gilder says 3 companies tied to this "super-convergence" could soar.

Robert Kiyosaki Says Most Poor People Are Poor Because They Break These Two Laws of Money

Robert Kiyosaki has spent decades exploring why some people build wealth while others struggle financially.

XRP Slips Below $3 But It Will Outperform ETH From Here, Trader Touts

XRP (CRYPTO: XRP) is expected to outperform Ethereum (CRYPTO: ETH) in the upcoming months, according to market commentators bullish on the token’s futur

The Tesla Shock Nobody Sees Coming

The Tesla Shock Nobody Sees Coming - Ad

While headlines scream "Tesla is doomed"...Jeff Brown has uncovered a revolutionary AI breakthrough buried inside Tesla's labs. One that is helping AI escape from our computer screens and manifest itself here in the real world all while creating a 25,000% growth market explosion starting as early as October 23rd.

Epstein accuser Virginia Giuffre wrote a memoir. Months after her death, it's coming out

NEW YORK (AP) — A posthumous and “unsparing” memoir by one of most prominent accusers, will be published this fall, publishing house Alfred A. Knopf said Sunday.

Trump weaponization czar urged New York Attorney General James to resign over mortgage probe

NEW YORK (AP) — President Donald Trump’s political weaponization czar sent urging New York Attorney General Letitia James to resign from office “as an act of good faith” four days after starting his mortgage fraud investigation of her. Then he outside her house.

Gold Is Soaring. Here's How To Get Paid From It

Gold Is Soaring. Here's How To Get Paid From It - Ad

Gold just broke through $3,300. And while the headlines shout about price targets, something even more powerful is happening behind the scenes. Some investors are using a little-known ETF to collect up to $1,152/month from gold's surge. Just a simple fund delivering monthly payouts.

Billionaire Investor Buys Google And This Gold Miner Stock

John Paulson's hedge fund discloses the purchase of 9,000 shares of Alphabet.

Unusual Machines Seen As Key Winner From America's Push To Cut China Out Of Drone Supply Chain

Unusual Machines (UMAC) is positioned to benefit from the US shift away from Chinese parts as demand for drones increases in the next 2 years.

Is Elon's Empire Crumbling?

Is Elon's Empire Crumbling? - Ad

Jeff Brown - the legend who called Tesla and Nvidia early - says Elon is about to launch a $25T AI revolution. This isn't another chatbot. It's real-world AI that could 14X the impact of ChatGPT. But after October 23rd, it may be too late.

Trump Tariffs Likely To Be Struck Down As 'Unconstitutional' In Appellate Court, Says Peter Schiff: Handing The President 'Another Scapegoat'

Economist Peter Schiff says that President Donald Trump's tariffs are likely headed for defeat at the U.S. Appellate Court, setting the stage for what he refers to as "another scapegoat" for the coming recession.

Tariffs, Producer Prices, And Small-Cap ETFs: A Pressure Test For Margins

PPI surges in July due to Trump's tariffs, impacting small caps more than large caps. Consider SPY, IJS, RZV and sector hedges like XLE for investing.

"Forget AI" Says Reagan's No. 1 Futurist

"Forget AI" Says Reagan's No. 1 Futurist - Ad

While everyone's chasing the same AI plays, George Gilder is focused on something completely different. He says a 4-nanometer device that's 80 MILLION times more powerful than the chip he gave Reagan is now being made in America for the first time. And he's identified 3 companies that control this technology.

Elizabeth Warren Slams 'Chaotic Tariff Policies' For Skyrocketing Wholesale Vegetable Prices: You Can Thank Donald Trump

Sen. Elizabeth Warren (D-MA) is criticizing President Donald Trump's trade and tariff policies over a sharp rise in wholesale vegetable prices in recent weeks.

Mark Cuban's Simple Career Tip For The AI Era: 'Be Nice. Smile'

Billionaire Mark Cuban encourages young professionals to have a positive attitude and smile as AI changes employment.

Trump Exec Order to Help Restore Wealth for American Citizens?

Trump Exec Order to Help Restore Wealth for American Citizens? - Ad

Thanks to President Trump's Executive Order 14179, a brief "AI Wealth Window" is opening now. Genius investor James Altucher has released 3 AI wealth-building strategies to take advantage of Trump's genius Executive Order 14179. James believes you could see $10,000 grow to $1 MILLION or more over the next few years.

Trump Admin Moves To 'Prevent Benefits' Of Some Student Borrowers Under Bush Jr-Era Loan Forgiveness Program, Advocates Sound Warning

Trump admin aims to limit PSLF benefits for workers at organizations deemed to have substantial illegal purpose by disqualifying employers for 10 years under a vague standard, sparking concerns about politicization and uncertainty for public service workers.

Trump fires Fed Governor Lisa Cook, opening new front in fight for control over central bank

WASHINGTON (AP) — President Donald Trump fired late Monday, a surprise move constituting a sharp escalation in his battle to exert greater control over what has long been considered an institution .

Will Your Savings Survive the August 31st Debt Ceiling Crisis?

Will Your Savings Survive the August 31st Debt Ceiling Crisis? - Ad

On Aug 31, the U.S. runs out of "extraordinary measures" to avoid default. Insiders are moving into crisis-proof assets-while everyday Americans risk losing big. The FREE Mar-A-Lago Accord reveals where they're hiding wealth, how the Fed's response could crush the dollar, and 3 urgent moves to make now.

Takeaways from scientists on the Trump administration's work on climate change and public health

WASHINGTON (AP) — A Trump administration proposal to reverse a landmark finding that climate change is dangerous to the public relies heavily on a report from the Department of Energy that dozens of scientists say is flawed.

Applovin Stock Rises 3.1% After Key Trading Signal

Applovin stock flashed a key trading signal - a power inflow alert - at a price of $433.53, after which APP rose up to 3.1%.

Elon's New Device Could Launch Biggest IPO of the Decade

Elon's New Device Could Launch Biggest IPO of the Decade - Ad

Elon Musk's new device is being called a "game-changer"-and even the White House is using this tech. Jeff Brown says it could launch Musk's next trillion-dollar company and make early investors rich. You can claim a stake now for as little as $500.

Nvidia Q2 Preview: 'Saying This Is The Most Important Stock In The World Is An Understatement' (CORRECTED)

Experts break down the key numbers and items to watch in Nvidia's second quarter earnings.

Nvidia's Monster Rally Meets Its September Curse (CORRECTED)

Nvidia's $2 trillion rally faces headwinds as earnings approach. Analysts urge caution amid stretched valuation and weak seasonality.

Investing Legend Hints the End May Be Near for These 3 Iconic Stocks

Investing Legend Hints the End May Be Near for These 3 Iconic Stocks - Ad

Futurist Eric Fry say Amazon, Tesla and Nvidia are all on the verge of major disruption. To help protect anyone with money invested in them, he's sharing three exciting stocks to replace them with. He gives away the names and tickers completely free in his brand-new "Sell This, Buy That" broadcast.

August consumer confidence dips in US with jobs, tariffs and high prices driving most unease

WASHINGTON (AP) — Americans’ view of the U.S. economy declined modestly in August as anxiety over a grew for the eighth straight month.

Beach on a budget: Greeks settle for day trips, priced out of iconic destinations

PORTO RAFTI, Greece (AP) — Bus coupon in hand, Diamantoula Vassiliou headed for the sea, determined to make the most of her brief beach excursion.

How 433 Investors Unlocked 400X Return Potential

How 433 Investors Unlocked 400X Return Potential - Ad

Nvidia, CrowdStrike, Snowflake, CoreWeave, Polestar Automotive: Why These 5 Stocks Are On Investors' Radars Today

U.S. stocks closed higher on Wednesday, with the Dow Jones Industrial Average up 0.3% at 45,565.23.

New Jersey's massive American Dream mall sued for selling clothes on a Sunday

On any given Sunday, in New Jersey allows visitors to hit an indoor ski slope, surf an artificial wave, ride roller coasters — or shop for a new outfit at dozens of big-name retail stores.

October 16 Changes the Microchip Game - and Investing

October 16 Changes the Microchip Game - and Investing - Ad

Netflix Wants You Off The Couch: Streamer Offers In-Person Games, Food And More Starting In November

Netflix looks to dominate another area of entertainment with in-person events and experiences coming soon nationwide.

New Jersey Man Reportedly Dies Attempting To Meet A Meta AI Called 'Big Sis Billie'

A 76-year-old New Jersey man died after attempting to meet Meta's AI chatbot "Big Sis Billie," highlighting growing concerns over AI safety, vulnerable users, and regulatory oversight.

The Tesla Shock Nobody Sees Coming

The Tesla Shock Nobody Sees Coming - Ad

Bitcoin Will Correct Further In September, Analyst Maintains

Prominent crypto analyst Benjamin Cowen has emphasized his expectation of a September pullback for Bitcoin (CRYPTO: BTC), highlighting critical support levels to watch.

Trending Now