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]

Core Insights - PowerPlan has appointed Vivek Srivastava as Chief Technology Officer, bringing over 30 years of experience in product innovation and AI capabilities [1][3] - Srivastava's role will focus on accelerating PowerPlan's SaaS product roadmap and enhancing AI capabilities to provide business value for accounting and tax teams [2] - The company is preparing to launch the PowerPlan NXT SaaS platform in 2026, which will integrate its complete portfolio onto next-generation technology [4] Company Developments - The PowerPlan NXT platform builds on the successful PowerPlan Tax Fixed Assets solution, currently used by over 30 leading utilities [4] - The Provision NXT solution, set to launch in December 2025, aims to assist tax teams in closing books faster and with greater confidence [4] - CEO Raphael Shure emphasized the company's ambition and the importance of Srivastava's technical depth and customer-value vision in driving innovation [3] Leadership Background - Prior to joining PowerPlan, Srivastava served as SVP of Product Engineering at OneTrust, where he led modernization initiatives and advanced data and AI capabilities [3] - He has also held senior leadership roles at Manhattan Associates, focusing on the transition from on-premises solutions to SaaS [3] Strategic Vision - Srivastava expressed enthusiasm for enhancing customer value through intelligent automation in the NXT platform, indicating a commitment to building on recent innovations [5] - PowerPlan has over 30 years of experience in helping utility and energy companies make informed financial decisions [5]

Core Viewpoint - Roper Technologies, Inc. is facing challenges with its stock performance, having underperformed the broader market and experiencing a decline in its organic growth forecast, which has raised investor concerns about its future prospects [2][4]. Company Overview - Roper Technologies, Inc. is a diversified industrial technology company based in Sarasota, Florida, operating through three segments: Application Software, Network Software, and Technology-Enabled Products, with a market capitalization of approximately $47.8 billion [1]. Stock Performance - Over the past 52 weeks, Roper Technologies' shares have decreased by 19%, while the S&P 500 Index has increased by 13.7% [2]. - Year-to-date, the stock has declined by 14.6%, compared to a 13.4% advance in the S&P 500 [2]. - The stock has also underperformed relative to the Technology Select Sector SPDR Fund, which has risen by 24% over the past year [3]. Growth Forecast and Analyst Sentiment - The company recently lowered its organic growth forecast to approximately 6%, down from a previous range of 6% to 7% for the full year [4]. - Analysts project an 8.9% year-over-year growth in EPS for fiscal year 2025, estimating it to be $19.93 [5]. - Among 17 analysts covering Roper, the consensus rating is "Moderate Buy," with 10 "Strong Buy" ratings, five "Hold" recommendations, and two "Strong Sells" [5]. Analyst Downgrades and Concerns - RBC Capital downgraded Roper to "Sector Perform," citing limited upside potential and concerns regarding the impact of AI on its software portfolio [7]. - The downgrade reflects near-term pressures such as deal-related dilution, slower government spending affecting Deltek, and copper tariffs impacting Neptune [7].

Core Insights - Roper Technologies has appointed Shane Luke as Senior Vice President of AI and Edward Raffaele as Vice President of AI Engineering to enhance AI capabilities across its vertical software businesses [1][2][3] - The new AI team will collaborate with Roper's businesses to accelerate AI-driven opportunities, aiming to improve product innovation and long-term growth [1][2] Company Overview - Roper Technologies is a constituent of the Nasdaq 100, S&P 500, and Fortune 1000, known for its strong track record in compounding cash flow and shareholder value [4] - The company operates in niche markets, designing and developing vertical software and technology-enabled products [4] - Roper employs a disciplined approach to redeploy excess capital towards high-quality acquisitions [4]

Core Insights - Roper Technologies (ROP) has experienced a modest correction in stock price, but its strong fundamentals, including a recurring-revenue model and robust balance sheet, continue to support investor confidence [2][3] - The stock is currently trading within a support range of $422.26 to $466.70, where it has historically rebounded significantly [3] - ROP has shown consistent revenue growth, with a 14.0% growth over the last twelve months and an average of 14.1% over the past three years [6] Financial Metrics - ROP has a free cash flow margin of approximately 31.2% and an operating margin of 28.1% for the last twelve months [6] - The stock trades at a price-to-earnings (PE) ratio of 30.5, indicating a premium valuation compared to some peers [6] - The minimum annual revenue growth for ROP over the last three years was 13.6%, showcasing resilience in its revenue generation [6] Historical Performance - ROP stock has faced significant declines during major market events, including a 34% drop during the Dot-Com Bubble and a 50% decline during the Global Financial Crisis [7] - The stock also experienced a 35% fall during the Covid pandemic and a 28% drop due to recent inflation shocks, highlighting its vulnerability to market shifts despite strong fundamentals [7] Investment Considerations - The stock has historically attracted buying interest at its current price levels, yielding an average peak return of 10.8% after previous rebounds [3] - Investors are advised to consider the potential for declines even in strong market conditions, influenced by earnings announcements and business updates [8]

Core Viewpoint - Roper Technologies, Inc. has announced a 10% increase in its quarterly cash dividend, marking the 33rd consecutive annual dividend increase [1] Group 1: Dividend Announcement - The Board of Directors declared a quarterly cash dividend of $0.91 per share, which is a 10% increase compared to the previous quarterly dividend [1] - The new dividend will be payable on January 16, 2026, to stockholders of record on January 2, 2026 [1] - This increase translates to an expected annual increase of $0.34 and a quarterly increase of $0.085 [1] Group 2: Company Overview - Roper Technologies is a constituent of the Nasdaq 100, S&P 500, and Fortune 1000 [2] - The company has a strong track record of compounding cash flow and shareholder value [2] - Roper operates market-leading businesses that design and develop vertical software and technology-enabled products for various niche markets [2] - The company employs a disciplined, analytical, and process-driven approach to redeploy excess capital towards high-quality acquisitions [2]