Vontier poised for long-term growth with IoT adoption, recurring revenue gains and margin expansion.

Vontier is expected to ride the IoT boom and recurring revenue growth to stronger earnings, according to KeyBanc analyst Katie Fleischer. She initiated coverage with an Overweight rating and a price forecast of $50, citing the company's well-positioned growth in IoT adoption, industry consolidation, and recurring revenue gains. Fleischer projects $3.55 EPS in fiscal 2026 and expects improving consumer demand and margin expansion to strengthen Vontier's outlook.

Vontier Corporation (NYSE: VNT) is poised to benefit from the growing Internet of Things (IoT) market and recurring revenue streams, according to KeyBanc analyst Katie Fleischer. Fleischer initiated coverage of the company with an Overweight rating and a price forecast of $50, citing the company's strategic positioning in IoT adoption, industry consolidation, and recurring revenue growth [1].

Fleischer projects that Vontier will achieve $3.55 in earnings per share (EPS) in fiscal 2026, driven by improving consumer demand and margin expansion. She expects these factors to bolster the company's outlook and support its growth trajectory. Analysts have been bullish on Vontier's prospects, with several firms upgrading their ratings and target prices in recent weeks.

KeyCorp, for instance, anticipates Vontier to post earnings per share of $0.77 for the third quarter of 2025, with a Strong-Buy rating on the stock [2]. Additionally, other analysts such as Robert W. Baird and Argus Research have raised their target prices and ratings, reflecting their optimism about Vontier's future performance.

Vontier's financial performance has been robust, with the company achieving a notable revenue growth rate of 11.07% as of June 30, 2025, and a net margin of 11.88%. The company's return on equity (ROE) and return on assets (ROA) also exceed industry averages, indicating strong financial health [1].

However, Vontier's debt-to-equity ratio stands notably higher than the industry average, raising concerns about financial leverage. Despite this, the company's solid financial performance and strategic positioning in the IoT market suggest that it is well-positioned to capitalize on growth opportunities.

Investors should closely monitor Vontier's progress as it navigates the IoT boom and recurring revenue growth, with the support of a strong analyst consensus. The company's ability to execute on its strategic initiatives and maintain its financial performance will be critical to its long-term success.

References:
[1] https://www.benzinga.com/insights/analyst-ratings/25/08/47259499/where-vontier-stands-with-analysts
[2] https://www.marketbeat.com/instant-alerts/keycorp-weighs-in-on-vontiers-q3-earnings-nysevnt-2025-08-25/