Emerson Electric

Parker-Hannifin

Dover

Fortive

Industrial Manufacturers' Software Businesses Show Resilience Amid AI Concerns

Fortive: Citigroup Raises PT to $64, Maintains Neutral Rating

Fortive: RBC Capital Raises PT to $65, Maintains Sector Perform Rating

Fortive: Wells Fargo maintains Equal-Weight, PT raised to $65 from $59.

Fortive Expects $2.90-$3 EPS for 2026, Expands Share Repurchases and Boosts Organic Growth

Catalyst<ul> <li>Most analysts rate FTV Neutral or Sell, showing mixed institutional sentiment.</li></ul>Risk<ul> <li>Bearish signals are obviously dominant in technical indicators with 2 bearish versus 0 bullish signals.</li> <li>Fund flow trends are negative across all order sizes, including Small, Medium, Large, and Extra-large buckets.</li></ul>

Key Factors

Fortive reported Q4 2025 earnings with adjusted EPS of $0.90, exceeding estimates by $0.06, and raised 2026 guidance to $2.90–$3.00 per share. Fortive announced $265 million in Q4 share repurchases and expanded buybacks for the second half of 2025, totaling $1.3 billion. Fortive expects 2026 adjusted EPS of $2.90–$3.00, with Q4 2025 adjusted EBITDA growth of 8% and core growth of over 3%.

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