Will Driivz’s EV Charging Qualification Shift Vontier’s (VNT) Digital and SaaS Growth Narrative?

• Recently, Driivz, a Vontier company, was added to the Electric Vehicle Charging Accessibility Network’s Qualified Products List after meeting interoperability, security, reliability, and data-management requirements.
• This qualification could make Driivz a more attractive software partner for public agencies and utilities seeking funding-eligible, scalable EV charging solutions.
• Next, we’ll explore how Driivz’s Qualified Products List status may influence Vontier’s investment narrative around higher-margin digital and SaaS growth.

The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.

Vontier Investment Narrative Recap

To own Vontier, you need to believe its pivot toward higher-margin digital and SaaS, across fueling, fleets and EV charging, can offset long-term pressure on legacy fueling hardware and repair tools. Driivz’s addition to the Electric Vehicle Charging Accessibility Network’s Qualified Products List reinforces that software narrative, but it does not materially change near term catalysts, which still hinge on scaling recurring revenue, or the key risk that competition and slower adoption could limit that shift.

The Driivz news fits with Vontier’s broader push into connected, data driven solutions, and it aligns with recent commentary from Teletrac Navman highlighting how fleets are using telematics and video to manage safety, insurance costs, and margins. Together, these updates point to Vontier leaning harder into software and analytics as potential growth drivers, even as its traditional fueling and repair businesses face structural and macro sensitivities.

Yet, beneath this software-led story, investors still need to weigh the risk that Vontier’s dependence on legacy fueling solutions could...

Read the full narrative on Vontier (it's free!)

Vontier's narrative projects $3.4 billion revenue and $549.8 million earnings by 2028. This requires 4.3% yearly revenue growth and a $154.7 million earnings increase from $395.1 million today.

Uncover how Vontier's forecasts yield a $46.50 fair value, a 23% upside to its current price.

Exploring Other Perspectives

Three Simply Wall St Community valuations cluster between US$46.50 and US$58.74 per share, underlining how differently private investors view Vontier’s potential. Set against that, the key risk remains whether competition and slower adoption in software and SaaS could limit the company’s ability to offset pressures in its traditional fueling and repair businesses, which has broad implications for future earnings resilience.

Explore 3 other fair value estimates on Vontier - why the stock might be worth just $46.50!

Build Your Own Vontier Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Vontier research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Vontier research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Vontier's overall financial health at a glance.

Interested In Other Possibilities?

Early movers are already taking notice. See the stocks they're targeting before they've flown the coop:

• This technology could replace computers: discover 28 stocks that are working to make quantum computing a reality.
• Trump's oil boom is here - pipelines are primed to profit. Discover the 22 US stocks riding the wave.
• Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 34 best rare earth metal stocks of the very few that mine this essential strategic resource.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com