Roper Technologies' stock fell 10.71% as it crossed below the 5-day SMA amid broader market gains.
The company reported a Q4 non-GAAP EPS of $5.21, beating estimates by $0.07, but revenue of $2.06 billion missed expectations by $20 million, indicating market demand volatility. Additionally, Roper's 2026 outlook for adjusted EPS is projected to be between $21.30 and $21.55, below the consensus of $21.61, highlighting future growth uncertainties. Despite these challenges, adjusted EBITDA rose 10% to $818 million, reflecting improvements in cost control and operational efficiency, which may bolster investor confidence.
The mixed earnings report and cautious outlook may lead to increased scrutiny from investors, particularly as the company navigates market demand fluctuations and prepares for future growth.
Wall Street analysts forecast ROP stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ROP is 558.36 USD with a low forecast of 419.00 USD and a high forecast of 650.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Analyst Rating
Wall Street analysts forecast ROP stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ROP is 558.36 USD with a low forecast of 419.00 USD and a high forecast of 650.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
10 Buy
2 Hold
3 Sell
Moderate Buy
Current: 360.370
Low
419.00
Averages
558.36
High
650.00
Current: 360.370
Low
419.00
Averages
558.36
High
650.00
Goldman Sachs
Neutral
downgrade
$507 -> $440
2026-01-29
New
Reason
Goldman Sachs
Price Target
$507 -> $440
AI Analysis
2026-01-29
New
downgrade
Neutral
Reason
Goldman Sachs lowered the firm's price target on Roper Technologies to $440 from $507 and keeps a Neutral rating on the shares. Roper reported slightly below-expectation segment EBITDA, with Technology Enabled Products outperforming but Application and Network Software missing due to non-recurring revenue pressure, while organic sales growth remained mid-single-digit across segments, the analyst tells investors in a research note. The FY26 guidance implies 5%-6% organic growth with conservative assumptions and back-half acceleration, but limited near-term growth visibility suggests shares are unlikely to re-rate despite an inexpensive valuation, the firm says.
Baird
Outperform
downgrade
$582 -> $550
2026-01-28
New
Reason
Baird
Price Target
$582 -> $550
2026-01-28
New
downgrade
Outperform
Reason
Baird lowered the firm's price target on Roper Technologies to $550 from $582 and keeps an Outperform rating on the shares. The firm updated its model following results which suggested it is still a "show-me" story.
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Argus
John Eade
Buy
to
Hold
downgrade
2026-01-28
New
Reason
Argus
John Eade
Price Target
2026-01-28
New
downgrade
Buy
to
Hold
Reason
Argus analyst John Eade downgraded Roper Technologies to Hold from Buy.
Mizuho
Underperform
downgrade
$419 -> $365
2026-01-28
New
Reason
Mizuho
Price Target
$419 -> $365
2026-01-28
New
downgrade
Underperform
Reason
Mizuho lowered the firm's price target on Roper Technologies to $365 from $419 and keeps an Underperform rating on the shares following the earnings report. The company's 2025 exit rates and "weak" Q1 outlook do not ease concerns around mounting competitive risks related to AI adoption and growing usage, the analyst tells investors in a research note.
About ROP
Roper Technologies, Inc. is a diversified technology company. It operates businesses that design and develop vertical software and technology-enabled products for a variety of defensible niche markets. The Company operates through three segments: Application Software, Network Software and Technology Enabled Products. The Application Software segment includes Aderant, Clinisys, Data Innovations, Deltek, Frontline, IntelliTrans, PowerPlan, Procare, Strata, Transact/CBORD, and Vertafore. The Network Software segment includes ConstructConnect, DAT, Foundry, iPipeline, iTradeNetwork, Loadlink, MHA, SHP, and SoftWriters. The Technology Enabled Products segment includes CIVCO Medical Solutions, FMI, Inovonics, IPA, Neptune, Northern Digital, rf IDEAS, and Verathon. Aderant is a comprehensive management software solution for law and other professional services firms. Data Innovations is a software solution that enables the enterprise management of hospitals and independent laboratories.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
