VLTO

Rating buyAI Memo

Veralto

As of 2026-01-15/Confidence high

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Data freshness

AI Memo

As of 2026-01-15 • Model: RankAlpha Sentiment AI

Decision Panel

Action, confidence, horizon, and decision blockers at a glance.

Action

buy

Confidence

high

Horizon

—

Key catalyst

Dividend Policy / Payout Update • 2026-04-15

Expected move: +24%

Biggest risk

Execution setbacks, margin pressure, or macro-driven demand weakness compress valuation below the anchor.

Invalidation

Break below $95 or thesis failure.

What would change my mind?

Execution of cost savings, continued dividend increases, and modest multiple expansion push shares toward premium valuation.

Research note

Recommendation

buy

Confidence

high

As of

2026-01-15

Base target

$112

p=65%

Bull target

$125

p=20%

Bear target

$95

p=15%

Key bullets

Fast scan of bull, bear, and watch items

BullKey bullets

Q4 2025 Earnings Release
Operational Integration and Cost Savings Realization
Execution of cost savings, continued dividend increases, and modest multiple expansion push shares toward premium valuation.

BearKey bullets

Dividend cut or pause
Earnings miss vs.
guidance

WatchKey bullets

Dividend Policy / Payout Update

Summary

High-level snapshot

Recommendation

buy

Model confidence

high

Timeframe

Asset

Equity

Trigger

Base case: $112 (p=65%)

Bull/Bear spread: +39% / +5%

Vs latest close: Bull +39% · Base +24% · Bear +5%

Scenario probabilities

Bull Target: $125 (p=20%)Base Target: $112 (p=65%)Bear Target: $95 (p=15%)

Commentary

Consensus analyst targets show modest upside relative to the anchor while recent coverage highlights dividend support and mixed hold-weighted recommendations [#SERP-1][#SERP-2]. Market tone is cautiously constructive with upside contingent on execution and margin recovery [#SERP-4]. Investors appear focused on upcoming operational updates and yield characteristics.

As of 2026-01-15 • Updated bi-weekly / post-earningsSource: Internal modelMethodology

Analyst Summary

Thesis highlights from the latest analysis

Bull Case

Execution of cost savings, continued dividend increases, and modest multiple expansion push shares toward premium valuation.

Bear Case

Execution setbacks, margin pressure, or macro-driven demand weakness compress valuation below the anchor.

Drivers

Scannable catalysts and supporting factors

Q4 2025 Earnings Release
Operational Integration and Cost Savings Realization

Human Analyst Targets

External snippets for comparison only; verify at source.

Unverified externalLast fetched 2026-01-15Source quality: external scrape

External snippets are unverified; treat as directional signals only. Always confirm with the original provider.

Inline RA est

Provider

serper

Median (USD)

$113.25

Range (USD)

$100.00 - $129.15

Count

Query: Veralto Corp Common (VLTO) analyst consensus price target high low average

Veralto (VLTO) Stock Forecast and Price Target 2026 - MarketBeat
Search result #1
According to the 12 analysts' twelve-month price targets for Veralto, the average price target is $112.89. The highest price target for VLTO is $121.00, while ...
Extracted: $112.89, $121.00Open source
Veralto Corporation (VLTO) Stock Price, News, Quote & History
Search result #2
The stock has shown modest gains, supported by an 18% dividend increase and a consensus rating indicating potential upside despite valuation concerns. Updated ...
Open source
Veralto Corporation (VLTO) Stock Forecast, Price ... - TipRanks
Search result #3
The average price target is $110.14 with a high forecast of $121.00 and a low forecast of $100.00. The average price target represents a 8.09% change from the ...
Extracted: $110.14, $121.00, $100.00Open source
Veralto Corp (VLTO) Stock Forecast: Analyst Ratings, Predictions ...
Search result #4
8 analysts have given Veralto Corp (VLTO) a consensus rating of Hold while the Veralto Corp (VLTO) price prediction in 2026 is $113.25.
Extracted: $113.25Open source
Veralto Corporation: Target Price Consensus and Analysts ...
Search result #5
Mean consensus. OUTPERFORM ; Number of Analysts. 19 ; Last Close Price. 102.73USD ; Average target price. 114.00USD ; Spread / Average Target. +10.97%.
Extracted: $102.73, $114.00Open source
Veralto (VLTO) Price Targets - Zacks Investment Research
Search result #6
The forecasts range from a low of $100.00 to a high of $123.00. The average price target represents an increase of 12.14% from the last closing price of $101. ...
Extracted: $100.00, $123.00, $101.00Open source

Scenarios

Bull Target (Scenario probability)

$125 / p=20% prob

Base Target (Scenario probability)

$112 / p=65% prob

Bear Target (Scenario probability)

$95 / p=15% prob

Price $90 as of 2026-07-21

Nearest Scenario: Bear (∆ 5%)

Targets vs latest close: Bull +39% · Base +24% · Bear +5%

Sentiment & Exposure

Sentiment unavailable: insufficient coverage

Events

Other notable items detected

EVENT2026-04-15
Dividend Policy / Payout Update
Recent reporting notes an 18% dividend increase; a follow-up or formal policy update could be partially priced in and influence yield-sensitive holders [#SERP-2].
Prob 50.00% • Move 3.00% • Priced-in 60.00%

Short-term Catalysts

Next few weeks

Q4 2025 Earnings Release
2026-04-15
Quarterly results and forward guidance can re-rate the stock; no specific date disclosed so conservatively assumed end-of-window release per short-horizon rule [#SERP-2].
Prob 65% • Move 8% • Priced-in 45%

Long-term Catalysts

Months to a year

Operational Integration and Cost Savings Realization
2027-01-15
Multi-quarter realization of cost synergies or efficiency gains could materially improve margins and earnings power; treated as a longer-term catalyst [#SERP-3].
Prob 35% • Move 15% • Priced-in 20%

Risks

Dividend cut or pause
Earnings miss vs. guidance
Macroeconomic downturn reducing demand

Peers

No peer data

Sources

Internal and external references used in this analysis

Model source: RankAlpha Sentiment AI
Human targets: serper
Targets query: Veralto Corp Common (VLTO) analyst consensus price target high low average
Analysis date: 2026-01-15

AI Stock Memo: VLTO - Veralto - RankAlpha