Roper Technologies Inc. (NASDAQ:ROP) is one of the best blue-chip stocks with 52-week lows to buy right now. On January 29, Goldman Sachs reiterated a Buy rating but cut its price target on Roper Technologies Inc. (NASDAQ:ROP) to $440 from $477. Analysts Stay Bullish on Roper Technologies (ROP) Despite Price Target Cuts Following Mixed Q4 Results The price target cut follows the fourth-quarter 2025 report, in which overall segment EBITDA came in below expectations. While the Technology Enabled segment EB ...

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 ...

Not every opportunity shows up as a breakout. Sometimes it shows up the other way around: when stocks go into oversold territory, not because the business is broken, but because it's a symptom of something else. That’s the kind of setup I watch closely. Dividend stocks, whether they are Aristocrats, Kings, or newer income names, can offer a comfortable balance between downside support and upside potential, especially when they trade near their recent lows. The tricky part is finding the stocks that fit th ...

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]

Core Insights - Roper Technologies' shares have decreased by 13% following fourth-quarter earnings that fell short of Wall Street expectations, despite a 12% increase in sales and an 8% rise in free cash flow [1] - The company's guidance of only 8% revenue growth for 2026 has contributed to the stock's decline, which is now down 40% from its 52-week high [1] Group 1: Company Performance - Roper Technologies reported a 12% growth in sales and an 8% increase in free cash flow for the fourth quarter [1] - The company's management has indicated that two major business segments are facing significant challenges, impacting overall performance [2] Group 2: Market Conditions - The software market is experiencing a sell-off due to concerns about AI disruption, which is affecting many software stocks, including Roper [2] - Deltek, a key business unit of Roper, has not rebounded from previous government budget cuts and shutdowns, negatively impacting Roper's stock [4] Group 3: Future Outlook - Roper Technologies has the potential for growth through mergers and acquisitions, with management indicating a capacity for $6 billion in M&A or stock buybacks in 2026 [5] - The company is currently trading at 16 times free cash flow, which may present a buying opportunity for shareholders, especially given its consistent sales growth over the past five years [5]

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]

Core Viewpoint - Roper Technologies has projected 2026 revenue and profit figures that fall short of Wall Street expectations, primarily due to weakened demand in its government contracting unit, Deltek, resulting in a 14.9% decline in the company's shares [1] Group 1 - Roper Technologies' forecast for 2026 revenue and profit is below Wall Street estimates [1] - The decline in demand is specifically attributed to the government contracting unit, Deltek [1] - Following the announcement, Roper Technologies' shares experienced a significant drop of 14.9% [1]