Analyst Ratings February 6, 2026

BofA Lifts Mettler-Toledo Price Objective to $1,640, Cites Prudent 2026 Outlook and Strong Execution

Analyst reiterates Buy after fourth-quarter 2025 results and management guidance; multiple firms adjust coverage amid solid division performance

By Marcus Reed MTD
BofA Lifts Mettler-Toledo Price Objective to $1,640, Cites Prudent 2026 Outlook and Strong Execution
MTD

BofA Securities raised its price target on Mettler-Toledo International Inc. (MTD) to $1,640 from $1,600 after the company’s fourth-quarter 2025 earnings release, while keeping a Buy rating. The bank pointed to disciplined guidance for fiscal 2026 and effective execution by management, noting conservative assumptions around tariffs and supply-chain actions. Other brokerages also updated their views following results that beat expectations across several divisions.

Key Points

  • BofA Securities raised its MTD price target to $1,640 from $1,600 and reiterated a Buy rating after Q4 2025 results and the earnings call.
  • The firm described Mettler-Toledo as "executing well" and offering a "very prudent outlook" for fiscal 2026, with the new target based on 26 times estimated FY27 EBITDA.
  • Other analysts moved in response to the results: Stifel raised its target to $1,600 (Buy); Bank of America Securities upgraded MTD from Neutral to Buy; Goldman Sachs started coverage at Neutral; Morgan Stanley placed an Equalweight rating. Key business growth came from Industrial, Lab and Food Retail divisions.

BofA Securities has increased its price target for Mettler-Toledo International Inc. (NYSE: MTD) to $1,640.00 from $1,600.00, while maintaining a Buy rating after the company reported fourth-quarter 2025 results and held its quarterly earnings call. The firm’s updated target remains below the analyst high target of $1,700, according to InvestingPro data.

MTD currently trades at a price-to-earnings ratio of 34.4, a level that reflects the company’s premium valuation. BofA said the lift in its target followed a management presentation focused on 2026 guidance, management expectations for the coming year, and the pacing of business operations.

In its post-call commentary, BofA Securities described Mettler-Toledo as "executing well" and having offered a "very prudent outlook" for both the first quarter and full fiscal year 2026. The bank highlighted the company’s financial health score of 2.8, rated "GOOD" by InvestingPro, noting particularly strong marks on profitability measures.

BofA characterized the company’s fiscal 2026 guidance as cautiously positioned. The analyst team said its model assumes tariffs will remain in place, while productivity improvements and supply-chain measures are expected to partly offset tariff-related pressures. Management reported steadier conditions in China as Mettler-Toledo exited fiscal 2025 and provided guidance for low-single-digit growth in China for fiscal 2026.

The bank also noted the company’s balance-sheet posture - describing debt levels as moderate and cash flows as sufficient to cover interest obligations - which offers management flexibility as it navigates the defined market backdrop. Mettler-Toledo expects growth in China to be supported by improving industrial demand and ongoing pharmaceutical activity. Management also flagged reshoring and onshoring as multi-year opportunities, while signaling that these trends are likely to have little impact in 2026.

BofA’s updated valuation is anchored to a multiple of 26 times the company’s estimated fiscal 2027 EBITDA, and the firm reiterated its Buy stance citing "strong execution and quality."

Other analyst moves accompanied the quarterly results. Stifel raised its price target for Mettler-Toledo to $1,600 and maintained a Buy rating after the company posted results that beat expectations. Bank of America Securities was also cited as having upgraded Mettler-Toledo from Neutral to Buy, highlighting execution and product quality as drivers for the change in stance.

Goldman Sachs initiated coverage with a Neutral rating, pointing to consistent sector performance and a differentiated pricing profile. Morgan Stanley assigned an Equalweight rating, recognizing the company’s long-term track record of revenue growth and margin expansion over the past decade.

The company’s quarterly release showed notable strength in several operating areas, with Industrial, Lab, and Food Retail divisions delivering meaningful growth that exceeded analyst expectations. In addition to analyst activity, Mettler-Toledo named Michael J. Tokich, the former chief financial officer of STERIS, to its Board of Directors.

Taken together, the recent analyst updates, management commentary and the board appointment reflect a period in which market observers are increasingly focused on Mettler-Toledo’s execution, margin profile and positioning for the year ahead. Management’s conservative 2026 guidance, the firm’s emphasis on productivity and supply-chain actions, and the view that reshoring/onshoring will play out over multiple years formed the core takeaways from the earnings discussion.


Summary: BofA Securities raised its price target on Mettler-Toledo to $1,640 from $1,600 and kept a Buy rating after the company’s fourth-quarter 2025 results and guidance call. The bank praised management’s execution and prudent 2026 outlook, citing conservative assumptions on tariffs and supply-chain mitigation. Other brokerages adjusted targets and ratings after results beat expectations across Industrial, Lab and Food Retail divisions, and Mettler-Toledo added Michael J. Tokich to its board.

Risks

  • Tariff exposure - BofA’s guidance assumes tariffs remain in place; continued tariff-related costs could pressure margins and affect manufacturing and industrial supply chains.
  • Geographic sensitivity - Slower-than-expected conditions in China could dampen the low-single-digit growth management guided for fiscal 2026, impacting industrial and pharmaceutical demand.
  • Limited near-term reshoring impact - Management sees reshoring and onshoring as multi-year opportunities with little expected effect in 2026, which could delay potential upside for domestic manufacturing and related logistics sectors.

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