Do Wall Street Analysts Like Roper Technologies Stock?

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].