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Recurring Software Trends Will Secure Resilience Amid Tariff Uncertainty

Published
08 Aug 24
Updated
18 Sep 25
AnalystConsensusTarget's Fair Value
US$57.25
13.9% undervalued intrinsic discount
18 Sep
US$49.30
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1Y
-36.2%
7D
-1.0%

Author's Valuation

US$57.2513.9% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on18 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 on03 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 on07 May 25
Fair value Decreased 24%

Shared on30 Apr 25
Fair value Increased 0.036%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 0.84%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 2.32%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 4.18%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 1.25%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 30%

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