Company Overview - Roper Technologies, Inc. (NASDAQ:ROP) has transitioned from a traditional industrial company to a software-centric firm over the past 15 years, acquiring various software companies and operating them independently [1][3]. Industry Focus - The company specializes in building software and technology products for sectors such as healthcare, education, and transportation, providing cloud-based management tools, data analytics, medical devices, and precision measurement systems [3]. Investment Perspective - Roper Technologies is recognized for its fascinating evolution and strong historical performance, with a legacy dating back to the late 1800s as a maker of home appliances and industrial products [1].

Roper Technologies, Inc. (NASDAQ:ROP) is included among the Dividend Growth Stocks: 25 Aristocrats. RBC Capital Flags Organic Growth Concerns at Roper Technologies (ROP) Photo by NeONBRAND on Unsplash On January 29, RBC Capital cut its price target on Roper Technologies, Inc. (NASDAQ:ROP) to $398 from $539 and kept a Sector Perform rating following the company’s earnings and outlook. The firm said the sharp drop in the stock reflected investor unease around weaker organic growth expected in the second h ...

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On Tuesday, Roper Technologies (NASDAQ: ROP) published its final set of 2025 earnings. That led to a sell-off in the tech software conglomerate to leave its shares with a nearly 9% loss over the course of this week, according to data compiled by S&P Global Market Intelligence. Revenue and profitability headed north That occurred despite Roper's not-bad fourth quarter results. Revenue for the period bounced 10% higher year-over-year to $2.06 billion. Management attributed this almost equally to recent acq ...

Core Viewpoint - RBC Capital has lowered the price target for Roper Technologies (ROP) to $398 from $539 while maintaining a Sector Perform rating due to concerns over organic growth guidance and specific portfolio weaknesses [1] Group 1: Price Target and Rating - RBC Capital reduced the price target for Roper Technologies to $398 from $539 [1] - The firm maintains a Sector Perform rating on Roper Technologies shares [1] Group 2: Growth Concerns - The stock selloff was driven by concerns over softer second-half organic growth guidance [1] - Analysts highlighted three portfolio weaknesses: Deltek, Neptune, and Procare [1] Group 3: AI Threat - The potential threat from emerging AI technologies across Roper's businesses is viewed as a significant concern [1] - This AI threat is expected to persist as a negative factor for at least the next year [1]

Core Viewpoint - Roper Technologies is facing challenges with its financial projections for 2026, leading to a significant drop in its stock price despite a positive price target from analysts [2][3][5] Company Overview - Roper Technologies (NASDAQ:ROP) is a diversified technology company providing software and engineered products across various industries, including medical and scientific imaging, RF technology, and industrial technology [1] - Competitors include Honeywell and Emerson Electric, which also offer technology solutions across multiple sectors [1] Financial Performance - On January 27, 2026, Scott Davis from Melius Research set a price target of $479 for ROP, indicating a potential increase of about 34.59% from the trading price of $355.89 at that time [2][5] - Roper's recent financial projections for 2026 have fallen short of Wall Street expectations, primarily due to reduced demand in its government contracting unit, Deltek [2] - Following the announcement of lower-than-expected revenue and profit forecasts, ROP shares dropped significantly by 14.9%, with the current stock price at $358.90, reflecting a decrease of $49.77 or -12.18% [3][5] - The stock has fluctuated between a low of $345.93 and a high of $382.86, indicating market volatility [3] - Over the past year, ROP has seen a high of $595.17 and a low of $345.93, with a current market capitalization of approximately $38.63 billion [4]

Key Points Roper Technologies grew sales and free cash flow by 12% and 8% in 2025. However, the market sent the stock downward after management guided for only 8% revenue growth next year. Roper looks like an interesting buy-the-dip candidate to me now, thanks to its leadership in niche software verticals. 10 stocks we like better than Roper Technologies › Shares of leading application and network software business, Roper Technologies (NASDAQ: ROP), are down 13% as of noon ET on Tuesday after the ...

Core Insights - Roper Technologies reported solid execution in its fourth-quarter and full-year 2025 results, although organic growth was below expectations, leading to a more conservative outlook for 2026 [5][7] Financial Performance - Fourth-quarter revenue reached $2.06 billion, marking a 10% year-over-year increase, with acquisitions contributing 5% and organic growth at 4% [4][7] - Adjusted EBITDA for the quarter was $818 million, up 10%, with a core EBITDA margin expansion of 60 basis points, representing a 54% incremental margin [3] - Full-year 2025 revenue totaled $7.9 billion, up 12% year over year, with acquisitions contributing nearly 7% and organic growth around 5.5% [9] Cash Flow and Capital Deployment - Free cash flow for FY2025 was nearly $2.5 billion, representing 31% of revenue, with expectations for higher growth in 2026 due to working capital and cash tax improvements [6][10] - Roper invested $3.3 billion in vertical software acquisitions in 2025 and repurchased $500 million in Q4, ending the year with a net leverage ratio of 2.9x [12] 2026 Guidance - The company provided a conservative 2026 outlook, projecting full-year revenue growth of about 8% and adjusted diluted earnings per share (DEPS) between $21.30 and $21.55 [7][13] - Management emphasized that the guidance does not assume recoveries in Deltek's GovCon market or significant revenue from AI initiatives [19] Segment Performance - In Application Software, fourth-quarter revenue grew 10%, with a segment margin expansion of 70 basis points to 42.2% [2] - Network Software revenue rose 14% in the quarter, with organic growth of 5%, although margins declined to 52.8% due to recent acquisitions [8] AI Initiatives - Management discussed AI as a significant opportunity, focusing on mission-critical workflows and the establishment of an AI Accelerator team to drive development and commercialization [15][16] - The company aims to report credible AI-related revenue over time, with 2025 focused on product development and 2026 on commercialization [16] Strategic Focus - Roper intends to maintain a disciplined approach between acquisitions and share repurchases, emphasizing the best risk-adjusted path to durable cash flow per share [17]

Roper Technologies forecast 2026 revenue and profit below Wall Street estimates on Tuesday, citing softer demand at its government contracting unit Deltek, sending shares of the company down 14.9%. ...

Core Viewpoint - Roper Technologies reported quarterly earnings of $5.21 per share, exceeding the Zacks Consensus Estimate of $5.14 per share, and showing an increase from $4.81 per share a year ago, indicating a positive earnings surprise of +1.44% [1] Financial Performance - The company achieved revenues of $2.06 billion for the quarter ended December 2025, which was below the Zacks Consensus Estimate by 1.56%, but an increase from $1.88 billion year-over-year [2] - Over the last four quarters, Roper Technologies has surpassed consensus EPS estimates four times and topped revenue estimates two times [2] Stock Performance - Roper Technologies shares have declined approximately 8.2% since the beginning of the year, contrasting with the S&P 500's gain of 1.5% [3] Future Outlook - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the next quarter is $5.21 on revenues of $2.08 billion, and for the current fiscal year, it is $21.45 on revenues of $8.59 billion [7] Industry Context - The Computers - IT Services industry, to which Roper Technologies belongs, is currently ranked in the top 39% of over 250 Zacks industries, suggesting a favorable environment for stock performance [8]