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Resideo Technologies, Inc. Stock Price

NYSE:REZI Community·US$5.4b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 8 Fair Values set on narratives written by author

REZI Share Price Performance

US$35.53
11.59 (48.41%)
US$51.00
Fair Value
US$35.53
11.59 (48.41%)
30.3% undervalued intrinsic discount
US$51.00
Fair Value
Price US$35.53
AnalystConsensusTarget US$51.00
AnalystHighTarget US$55.00
AnalystLowTarget US$48.00

REZI Community Narratives

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Fair Value US$51 30.3% undervalued intrinsic discount

Smart Home Integration And Safety Will Expand Energy Efficiency

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Fair Value US$55 35.4% undervalued intrinsic discount

IoT-enabled Homes And AI Will Drive Safer, Greener Futures

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Fair Value US$48 26.0% undervalued intrinsic discount

Legacy Systems Will Fail Under Big Tech Pressure

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US$51
30.3% undervalued intrinsic discount
Profit Margin
8.13%
Future PE
15.95x
Price in 2029
US$68.31
US$48
26.0% undervalued intrinsic discount
Profit Margin
6.16%
Future PE
19.63x
Price in 2029
US$64.86

Trending Discussion

No trending discussion available.

Updated Narratives

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REZI: ADI Spin Off And Cash Flow Upside Will Drive Future Repricing

Fair Value: US$55 35.4% undervalued intrinsic discount
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REZI: ADI Spin Off Plan Will Support Bullish Repricing

Fair Value: US$51 30.3% undervalued intrinsic discount
1 users have set this as their fair value
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REZI: Better Than Feared Q4 And FY26 Margins Will Support Upside

Fair Value: US$48 26.0% undervalued intrinsic discount
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Snowflake Analysis

Very undervalued with moderate growth potential.

1 Risk
4 Rewards

Resideo Technologies, Inc. Key Details

US$7.6b

Revenue

US$5.4b

Cost of Revenue

US$2.2b

Gross Profit

US$2.8b

Other Expenses

-US$533.0m

Earnings

Last Reported Earnings
Apr 04, 2026
Next Reporting Earnings
n/a
-3.52
29.37%
-7.00%
108.9%
View Full Analysis

About REZI

Founded
2018
Employees
14800
CEO
Jay Geldmacher
WebsiteView website
www.resideo.com

Resideo Technologies, Inc. develops, manufactures, sells, and distributes comfort, energy management, and safety and security solutions in the United States, Europe, and internationally. The company operates through Products and Solutions and ADI Global Distribution segments. The Products and Solutions segment offers temperature and humidity control, water and air solutions, smoke and carbon monoxide detection home safety products, residential and small business security products, video cameras, other home-related lifestyle convenience solutions, cloud infrastructure, installation and maintenance tools, and related software products under the Honeywell Home, First Alert, Resideo, Braukmann, and BRK brand names. The ADI Global Distribution segment distributes low-voltage products, including security and audio-visual solutions serving commercial and residential markets through an omnichannel go-to-market platform. The company sells its products and services through a network of professional contractors, installers and integrators, distributors, and original equipment manufacturers, as well as retailers and online merchants. Resideo Technologies, Inc. was incorporated in 2018 and is headquartered in Scottsdale, Arizona.

Recent REZI News & Updates

Narrative Update Jul 16

REZI: ADI Spin Off And Cash Flow Upside Will Drive Future Repricing

Analysts have raised the Resideo Technologies fair value estimate to $55 from $50, citing updated expectations around profit margins, a modestly lower discount rate, and recent research highlighting cash flow improvements, the planned spin off of the lower margin distribution business, and potential value from the Analog Devices separation. Analyst Commentary Recent research on Resideo Technologies highlights a mix of enthusiasm and caution around the upcoming separation of the Analog Devices business and the spin off of the lower margin distribution arm.
Narrative Update Jul 02

REZI: ADI Spin Off Plan Will Support Bullish Repricing

Analysts have adjusted the Resideo Technologies price target from $49 to $51, citing the recently renegotiated parent-company agreement that frees up $140M in annual cash flow and the planned spin-off of the lower margin distribution arm as key supports for the updated view. Analyst Commentary Recent commentary around Resideo Technologies focuses on how the new parent-company agreement and the planned spin-off could affect valuation, cash generation, and execution risk.

Recent updates

No updates