Veralto

VLTO · NYSE

$101.36+$0.89 (+0.89%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $100.47

VLTO analyst rating

BuyConsensus of 11 analysts over the last 12 months. 55% rate it a buy.

Strong buy0
Buy6
Hold5
Underperform0
Sell0

12-month price target · 18 analysts

Average $114.77 (+13.2% upside)

Low: $101.00
Now: $101.36
High: $131.25

Upgrades and downgrades

The latest rating actions, newest first

VLTO analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
UBS	Oct 5, 2026	Maintains	Neutral	$104.00 → $106.00	49%
Wolfe Research	Sep 15, 2026	Initiates	Outperform	$125.00	59%
UBS	Jul 30, 2026	Maintains	Neutral	$98.00 → $104.00	49%
BNP Paribas	Jul 30, 2026	Maintains	Outperform	$115.00 → $120.00	58%
RBC Capital	Jul 30, 2026	Maintains	Sector Perform	$100.00 → $109.00	57%
Citigroup	Jul 30, 2026	Maintains	Neutral	$102.00 → $107.00	63%
Stifel	Jul 30, 2026	Maintains	Buy	$111.00 → $114.00	61%
Barclays	Jul 30, 2026	Maintains	Overweight	$113.00 → $117.00	29%
Stifel	Jul 20, 2026	Maintains	Buy	$110.00 → $111.00	61%
UBS	May 1, 2026	Maintains	Neutral	$99.00 → $101.00	49%

The case for and against

Updated Feb 9, 2026

Bull case

Veralto has demonstrated strong core sales growth, particularly in North America, with a reported increase of 6.9%, driven by high single-digit growth in the Product Quality & Innovation segment and mid-single-digit growth in the Water Quality segment. The firm has also reported organic revenue growth of 5.1% year-over-year, indicating robust demand across its diversified portfolio. Additionally, Veralto's management anticipates operating margin expansion of approximately 30 basis points year-over-year for the fourth quarter of 2025, supported by solid contributions from both key segments and strong growth in recurring revenue from consumables and services.

Bear case

Veralto's recent financial performance is marked by a decline in adjusted operating margins, which fell 10 basis points year-over-year to 23.9%, and this decline signals potential challenges in maintaining profitability in a competitive landscape. The company faces multiple headwinds, including poor economic conditions that could lead to slow customer demand, inflationary pressures disrupting supply chains, and integration issues from recent acquisitions, all of which could hinder growth and erode market share. Additionally, Veralto's shares trade at a 4% discount to industry peers, reflecting investor concerns about future earnings potential amidst increasing competition and regulatory uncertainties.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.