Vontier price target raised to $50 from $45 at KeyBanc

KeyBanc raised the firm’s price target on Vontier (VNT) to $50 from $45 and keeps an Overweight rating on the shares following quarterly results. The firm walked away encouraged by solid demand trends across Mobility Tech and EFS, with signs of a potential inflection in Repair. While margins came in lower vs. consensus and its model, KeyBanc thinks headwinds are a one-time event, and sees potential conservatism in the FY26 outlook given ongoing cost-savings initiatives. The firm continues to view Vontier as uniquely positioned within the Convenience Retail ecosystem, and expects to hear further details around the company’s long-term strategy at its upcoming NDR on the West Coast.