Roper Technologies (ROP)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-07-07
$363.76-0.13%
Close 2026-07-07 · 1-day change
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Track ROP free→Roper Technologies grows earnings steadily with 11% revenue growth last quarter. The company raised full-year EPS guidance to about $22. Profit margins remain healthy and it actively buys back shares, repurchasing $1.5 billion in Q1. The stock trades cheap with a PE of 19 versus peers at 39.
Growth could slow if demand weakens or AI product expansion fails. Rising debt and recent credit agreement changes may pressure capital allocation. A soft guidance posture signals caution on near-term outlook.
The market prices in about 8% revenue growth and a 25% discount to our $493 fair value. Our fair value is 12% above the Street median, reflecting confidence in Roper's growth and buyback execution.
Breaks if: AI product expansion stalls or fails to gain traction
Roper continues to focus on expanding its AI product offerings, leveraging proprietary data and workflow density.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Breaks if: Adjusted EPS falls below $21.80 in FY26
Roper has raised its full year 2026 adjusted DEPS guidance to $21.80 - $22.05.
Stated in 3 of last 3 quarters. Roper increased its full year 2026 adjusted DEPS guidance to $21.80 - $22.05, up from the previous range of $21.30 - $21.55. The trajectory indicates positive growth expectations.
“CEO: 'We are raising our full year DEPS outlook on the strength of Q1...'”
“CEO: 'Roper expects full year 2026 adjusted DEPS of $21.30 - $21.55.'”
“CEO: 'Roper now expects full year 2025 adjusted DEPS of $19.90 - $20.05.'”
Breaks if: Revenue growth falls below 8% YoY next year
Breaks if: Share repurchases fall significantly below $1.5 billion in Q1 2026
Roper has expanded its share repurchase program with an additional $3 billion authorized, bringing remaining capacity to $3.8 billion.
Stated in 3 of last 3 quarters. Repurchased 4.3 million shares for $1.5 billion in Q1 2026, with an additional $3 billion authorized, bringing remaining capacity to $3.8 billion. The trajectory shows active execution of the repurchase program.
“CEO: 'Our Board has authorized an additional $3 billion of share repurchases...'”
“CEO: 'We have repurchased six million shares over the past six months...'”
“CEO: 'We continue to execute our share repurchase program...'”