Roper Technologies, Inc. (NASDAQ:ROP) is included among the 12 Best Long Term US Stocks to Buy Now. Goldman, Barclays Lower Roper (ROP) Price Targets Amid Muted End-Market Expectations Photo by Vitaly Taranov on Unsplash On December 16, Goldman Sachs cut its price target on Roper Technologies, Inc. (NASDAQ:ROP) to $507 from $572 and kept a Neutral rating on the stock. A few days earlier, on December 4, Barclays also lowered its target on ROP, bringing it down to $475 from $506, while maintaining an Und ...

Key Takeaways ROP's Technology Enabled Products unit grew 6% organically on strong Neptune-driven demand.Verathon and NDI strength support segment momentum headed into the fourth quarter.ROP expects roughly 12.9% revenue growth in 2025, with organic sales rising about 6%.Roper Technologies, Inc. (ROP) is witnessing strong momentum in the Technology Enabled Products segment, driven by persistent strength in medical products businesses. Growth in demand for ultrasonic meters, cloud-based data and billing soft ...

We came across a bullish thesis on Roper Technologies, Inc. on D Invests’s Substack. In this article, we will summarize the bulls’ thesis on ROP. Roper Technologies, Inc.'s share was trading at $444.15 as of December 2nd. ROP’s trailing and forward P/E were 30.55 and 20.62 respectively according to Yahoo Finance. Is Salesforce’s (CRM) AI Strategy a Bold Move or a Risky Bet? RBC Remains Cautious Copyright: welcomia / 123RF Stock Photo Roper Technologies (ROP) is a high-margin, highly recurring software b ...

Company Overview - Transact + CBORD will rebrand as Illumia in March 2026, reflecting its commitment to clarity, intelligence, and innovation in technology solutions for higher education and healthcare [1][1][1] - The company is a leader in innovative payment, campus ID, and commerce solutions, simplifying user experiences across campus life [1][1][1] Leadership Appointment - Greg Brown has been appointed as the Chief Executive Officer, effective January 5, 2026, bringing over 25 years of experience in guiding technology companies through hypergrowth [1][1][1] - Brown previously served as CEO of Udemy, where he led the company to evolve into a $750 million+ enterprise learning platform and advanced its AI strategy [1][1][1] Strategic Vision - The merger of Transact Campus, Inc. and CBORD under Roper Technologies in August 2024 aims to unify previously separate platforms and teams under a shared innovation strategy [1][1][1] - Brown emphasized the importance of technology in enhancing customer experiences across mission-critical operations such as dining, campus access, and patient care [1][1][1] Brand Identity - The new brand name, Illumia, is designed to unify employees and strengthen collaboration while supporting a culture of innovation [1][1][1] - The formal unveiling of the new brand visual identity will take place at the company's annual conference in March 2026 [1][1][1]

Dec 2, 2025 10:00 AM Eastern Standard Time OhioHealth Deploys NetMenu to Standardize Patient Nutrition Across 16 Hospitals Share Cloud-based platform replaces manual processes and disconnected systems, freeing staff from duplicate data entry to focus on patient care SCOTTSDALE, Ariz. & COLUMBUS, Ohio--(BUSINESS WIRE)--Transact + CBORD today announced that OhioHealth, one of Ohio's largest healthcare systems, has implemented NetMenu to standardize patient nutrition services across 16 hospitals. The cloud-bas ...

Core Insights - Roper Technologies, Inc. (ROP) is valued at a market cap of $48 billion and specializes in vertical software and technology-enabled products, serving various end markets including healthcare and industrial sectors [1][2] Company Performance - ROP is classified as a large-cap stock, with a business model focused on disciplined capital allocation and strategic acquisitions, allowing for expansion into data- and software-centric segments with stable demand [2] - The company's shares have decreased by 25% from their 52-week high of $595.17, reached on March 5, and have declined 15.3% over the past three months, underperforming the SPDR S&P Software & Services ETF (XSW) which dropped by 2.3% in the same period [3][4] - Over the past 52 weeks, ROP's shares have fallen by 20.9%, significantly underperforming XSW's 3.9% decline, and on a year-to-date basis, ROP is down 14.2% compared to XSW's 1.4% loss [4] Recent Earnings Report - Following the Q3 earnings release on October 23, ROP's shares fell by 5.7%, despite reporting adjusted EPS of $5.14, which is an 11.3% increase from the previous year and slightly above analyst expectations [5] - The company's revenue for the quarter was $2 billion, reflecting a 14.3% year-over-year improvement and meeting consensus expectations [5] - ROP has lowered its fiscal 2025 adjusted EPS guidance range to $19.90 to $19.95, down from the previous range of $19.90 to $20.05, which may have caused concern among investors [5] Competitive Position - Despite recent challenges, ROP has outperformed its competitor, Tyler Technologies, Inc. (TYL), which has seen a decline of 25.5% over the past 52 weeks and 18.6% year-to-date [6]

Core Insights - Roper Technologies, Inc. (ROP) is experiencing strong growth in its Application Software segment, which accounted for 57.4% of total revenues in Q3 2025, with an 18% year-over-year increase in revenues and 6% organic revenue growth [1][9]. Application Software Segment Performance - The Application Software segment is benefiting from growth in Aderant, Deltek, Vertafore, and PowerPlan businesses, with Aderant seeing increased adoption of SaaS solutions and GenAI innovations [2]. - Deltek is experiencing solid demand for SaaS solutions in the private sector, while Vertafore is gaining from strong enterprise delivery capabilities, leading to significant annual recurring revenue (ARR) growth [2]. - PowerPlan is also seeing strong customer retention and new SaaS solution adoption, contributing to the segment's overall momentum [3]. - Roper anticipates mid-single-digit organic revenue growth from this segment in Q4 2025, positioning it as the largest contributor to growth in the near term [3]. Peer Comparison - Autodesk, Inc. (ADSK) is benefiting from new business growth and strong subscription renewal rates, although it faces muted growth in Maintenance revenues due to the shift to subscriptions [4]. - Atlassian Corp. (TEAM) is capitalizing on the demand for remote working tools and has seen a 26% year-over-year increase in Cloud revenues during Q1 of fiscal 2026 [5]. Valuation and Estimates - Roper's shares have declined by 20.9% over the past year, slightly worse than the industry's decline of 20.8% [8]. - The company is trading at a forward price-to-earnings ratio of 20.99X, which is lower than the industry average of 24.81X [10]. - The Zacks Consensus Estimate for Roper's earnings for 2025 and 2026 has remained stable over the past 60 days [11].

Roper Technologies Inc. (NASDAQ:ROP) is one of the most profitable large cap stocks to buy right now. On November 20, Piper Sandler analyst Clarke Jeffries initiated coverage of Roper Technologies with an Overweight rating on the shares and $600 price target. Jeffries noted that Roper Technologies has successfully transformed its business model and shifted from being an industrial product manufacturer to a vertical software franchise with solutions spanning sectors like healthcare, education, financial ser ...

Market Outlook - Oppenheimer's chief investment strategist, John Stoltzfus, expressed optimism about the market rally, attributing it to positive news from the New York Fed and Boston Fed [1] - The expectation of a Fed interest rate cut in December is a key issue driving market focus, with a predicted 25 basis point cut [2] Investment Recommendations - Stoltzfus advised focusing on fundamentally strong stocks that may be sold off by aggressive traders, rather than buying dips indiscriminately [1] - Oppenheimer maintains a long-term preference for cyclical sectors over defensive ones, specifically recommending Information Technology, Communication Services, Industrials, Financials, and Consumer Discretionary [1] Company Analysis: Deckers Outdoor Corporation - Deckers has a market capitalization of $12.41 billion, TTM net income of $1.02 billion, and a net income margin of 19.36% as of November 21 [8] - The company reported a total revenue of $1.43 billion for FQ2 2026, marking a 9% year-over-year increase, with diluted EPS increasing by 14% to $1.82 [9] - HOKA revenue grew by 15% and UGG revenue rose by 12% in H1 of the fiscal year, driven by strong international performance [10] Company Analysis: Roper Technologies Inc. - Roper Technologies has a market capitalization of $47.76 billion, TTM net income of $1.57 billion, and a net income margin of 20.34% as of November 21 [12] - The company reported over $2 billion in total revenue for Q3 2025, a 14% year-over-year increase, with diluted EPS of $5.14, an 11% increase [14] - Roper's acquisition strategy has been effective, yielding durable free cash flow and growing recurring revenue [13]

ATLANTA, Nov. 18, 2025 (GLOBE NEWSWIRE) -- PowerPlan, a leading provider of financial software solutions for utility and energy companies, today announced the appointment of Vivek Srivastava as Chief Technology Officer. Srivastava brings more than 30 years of experience driving product innovation, advancing AI and data capabilities, and implementing enterprise-grade security frameworks across global software organizations. In his role, Srivastava will accelerate PowerPlan's SaaS product roadmap and AI capab ...