Recurring Software Trends Will Secure Resilience Amid Tariff Uncertainty

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

08 Aug 24

Updated

20 Oct 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-28.5%

7D

2.2%

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1Y

-28.5%

7D

2.2%

You can edit this narrative until Oct 21 4:10 AM. Then, changes will post as Updates.

Author's Valuation

US$56.132.1% undervalued

AnalystConsensusTarget Fair Value

Shared on 20 Oct 25

Fair value Decreased 1.97%

Analysts have lowered their fair value estimate for Fortive to $56.13 from $57.25. They cite a tougher outlook and more challenging revenue growth projections for the remainder of the year.

Shared on 18 Sep 25

Fair value Decreased 5.37%

Analysts have lowered Fortive's price target to $57.25 due to skepticism over the company's ability to meet guidance amid slowing growth in its strongest segment, caution around macro headwinds post-Ralliant spinoff, and minimal near-term revenue growth. Analyst Commentary Persistent skepticism regarding Fortive's ability to achieve its full-year guidance following a cautious update and lack of supportive industry data.

Shared on 03 Sep 25

Fair value Decreased 3.97%

Analysts have lowered Fortive’s target price to $60.50, citing uncertainty about achieving updated guidance following the Ralliant spin-off, ongoing topline and margin pressures, and diminished visibility post-restructuring. Analyst Commentary Bullish analysts highlight Fortive's high earnings visibility and strong recurring revenue profile (~50%+), expecting portfolio reviews and strategic focus on workflow management software and healthcare to support margin resilience.

Shared on 07 May 25

Fair value Decreased 24%

Shared on 30 Apr 25

Fair value Increased 0.036%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 0.84%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 2.32%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 4.18%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 1.25%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 30%

AnalystConsensusTarget has decreased revenue growth from 5.9% to 4.0%.

AnalystConsensusTarget Fair Value

US$56.13

2.1% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

-11.19%

Machinery revenue growth rate

0.32%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.80%

Calculation

US$680.59m

Earnings '28

x

33.27x

PE Ratio '28

=

US$22.65b

Market Cap '28

US$22.65b

Market Cap '28

/

313.76m

No. shares '28

=

US$72.18

Share Price '28

US$72.18 Share Price '28

Discounted to 2025 @ 8.83% p.a.

=

US$55.99

Fair Value '25