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Published
06 Aug 24
Updated
17 Jun 26
Views
603
Not Invested
Roper TechnologiesROP
ROP logo
Fair Value
US$446.8
Share price17 Jun
US$394.6111.7% undervalued intrinsic discount
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1Y-21.90%
7D-3.11%

ROP: Share Buyback And AI Expansion Will Drive Long-Term Outperformance

AN
AnalystConsensusTarget
AnalystConsensusTarget

Analyst Consensus Target compiles analysts opinions to create narratives on stocks using the Analysts Consensus Price Target, forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published
06 Aug 24
Updated
17 Jun 26
Views
603
Not Invested
Fair ValueUS$446.8
Share priceUS$394.61
11.7% undervalued intrinsic discount
Narrative
Updates25

Shared on 17 Jun 26

Fair value Decreased 1.55%

ROP: Cash Returns And AI Software Mix Will Support Post Reset Re Rating

Roper leans harder into rolling out AI features across its software businesses and steps up share buybacks, even as some analysts turn more cautious about what investors should be willing to pay for that growth. The latest results and guidance raise expectations, but the market’s “room for error” may be getting smaller if execution slips.
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7 viewsusers have viewed this narrative update

Shared on 02 Jun 26

Fair value Increased 0.014%

ROP: Cash Returns And Software Mix Will Support Post Reset Re Rating

Roper boosts cash returns through a growing dividend and a larger buyback plan, while recent results show steady demand across its software-heavy businesses. Some analysts turn more positive, but a few still warn the stock may not have much room for error if growth or profits slip.
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8 viewsusers have viewed this narrative update

Shared on 03 May 26

Fair value Decreased 1.63%

ROP: Software Cash Flows And Buybacks Will Support Post Reset Re Rating

Roper Technologies' updated fair value estimate has moved from $461.25 to $453.75 as analysts factor in a slightly higher discount rate, modestly adjusted revenue growth and profit margin assumptions, and a lower future P/E, while recent Street research includes several price target increases and one reduction. Analyst Commentary Street research on Roper Technologies has been active, with several bullish price target changes and one reduction, reflecting different views on how the company may execute against expectations and how its valuation stacks up against those assumptions.
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9 viewsusers have viewed this narrative update

Shared on 19 Apr 26

Fair value Increased 0.19%

ROP: Vertical Software Cash Flows And Buybacks Will Support Post Reset Re Rating

Roper Technologies' analyst price target has been revised slightly lower to reflect a modestly higher discount rate and a marginally higher assumed future P/E, as analysts react to a broad wave of target cuts and downgrades tied to cooling organic revenue growth. Analyst Commentary Recent Street research on Roper Technologies points to a clear reset in expectations, with several firms trimming price targets and some moving to more neutral or cautious ratings as organic revenue growth cools.
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13 viewsusers have viewed this narrative update

Shared on 04 Apr 26

Fair value Decreased 0.39%

ROP: Vertical Software Cash Flows And Buybacks Will Support Future Re Rating

Analysts have reduced the Roper Technologies fair value estimate by about $2 to $460.38 as a series of firms lowered price targets, citing cooler revenue growth expectations, a slightly lower assumed P/E multiple, and a modestly adjusted discount rate in their models. Analyst Commentary Recent Street research on Roper Technologies has been active, with multiple firms revising price targets and ratings as they factor in cooler revenue growth expectations, updated P/E assumptions, and changes to discount rates.
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10 viewsusers have viewed this narrative update

Shared on 20 Mar 26

ROP: Software Cash Flows And Buybacks Will Drive Re Rating After Reset

Analysts have reduced their average price targets on Roper Technologies by tens to more than $100 per share, citing cooling revenue growth and organic growth challenges, even as underlying fair value assumptions and long term P/E expectations remain largely unchanged. Analyst Commentary Recent research on Roper Technologies clusters around two themes, with most firms cutting price targets and several also shifting their ratings, while still referencing long term valuation frameworks and P/E assumptions that are broadly intact.
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18 viewsusers have viewed this narrative update

Shared on 05 Mar 26

ROP: Software Cash Flows And Buybacks Will Support Re Rating After Reset

Narrative Update The analyst price target for Roper Technologies has been reduced by roughly $70 to $80 as analysts factor in a slightly higher discount rate, a lower assumed future P/E multiple, and recent cuts to targets across the Street following concerns about cooling revenue growth and organic growth challenges. Analyst Commentary Recent research updates reflect a clear reset in expectations for Roper Technologies, with multiple firms cutting price targets by a wide range, including moves of about $30 to over $140, and several downgrades to more neutral stances.
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7 viewsusers have viewed this narrative update

Shared on 19 Feb 26

ROP: Software Cash Flows And Buybacks Will Support Multiple Re Rating

Roper Technologies' updated analyst price target reflects a reset across the Street, with multiple firms trimming their views by $32 to $141 as analysts recalibrate for cooler organic revenue trends, slightly adjusted discount and growth assumptions, and a modestly lower expected future P/E multiple. Analyst Commentary Recent Street research on Roper Technologies clusters around two main themes, with most analysts cutting price targets and a few adjusting ratings as they reassess growth and valuation expectations.
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23 viewsusers have viewed this narrative update

Shared on 05 Feb 26

Fair value Decreased 16%

ROP: Recurring Software Cash Flows And Buybacks Will Support Future Compounding

Analysts have trimmed their fair value estimate for Roper Technologies from about $548 to roughly $462, reflecting lower assumed revenue growth, a slightly higher discount rate, and a more conservative future P/E outlook across multiple recent price target cuts. Analyst Commentary Recent research on Roper Technologies has become more cautious, with several firms cutting price targets and some moving to more neutral or negative ratings.
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20 viewsusers have viewed this narrative update

Shared on 21 Jan 26

Fair value Decreased 2.78%

ROP: Recurring Software Cash Flows And First Buyback Will Support Future Compounding

Narrative Update The analyst price target for Roper Technologies has been reduced from about US$563.81 to about US$548.13 as analysts factor in more conservative revenue growth assumptions, a slightly higher discount rate, and a lower future P/E multiple, while still recognizing resilient margins and recurring software cash flows highlighted in recent research. Analyst Commentary Recent research on Roper Technologies reflects a mix of optimism about the company’s software driven model and caution around near term growth constraints, tariff effects, and shifting investor preferences.
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13 viewsusers have viewed this narrative update

Shared on 06 Jan 26

Fair value Decreased 1.70%

ROP: Recurring Cash Flows And First Buyback Will Support Future Compounding

Analysts have trimmed their fair value estimate for Roper Technologies by about $10 to roughly $564 per share, reflecting slightly lower long term revenue growth and P/E assumptions. This was partly offset by a marginally higher profit margin outlook and Street price target cuts that reset expectations following mixed Q3 trends and updated guidance.
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21 viewsusers have viewed this narrative update

Shared on 15 Dec 25

Fair value Decreased 0.34%

ROP: Recurring Cash Flows And First Buyback Will Drive Future Upside

Our Roper Technologies analyst price target edges slightly lower to $573.56 from $575.50, as analysts balance the company’s durable, recurring cash flow profile and long term compounder status against a more cautious outlook following mixed Q3 results, narrowed organic growth guidance, and shifting investor preference toward higher beta and cyclical names. Analyst Commentary Recent Street research reflects a more balanced view on Roper Technologies, with analysts recognizing the strength of its high margin software portfolio while revising expectations to reflect moderating organic growth and shifting risk appetite across the sector.
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14 viewsusers have viewed this narrative update

Shared on 29 Nov 25

Fair value Increased 0.28%

ROP: Recurring Revenue Strength and First Buyback Will Drive Long-Term Upside

Analysts have modestly raised their fair value estimate for Roper Technologies to $575.50. This update reflects the company's durable free cash flow, strong recurring revenue, and long-term compounder profile, despite recent mixed quarterly results and evolving market sentiment.
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21 viewsusers have viewed this narrative update

Shared on 15 Nov 25

Fair value Decreased 0.12%

ROP: Recurring Revenue Base And Buyback Will Drive Continued Upside

Roper Technologies' analyst price target saw a modest reduction, with analysts citing mixed quarterly results, updated growth guidance, and ongoing macroeconomic headwinds as reasons for the adjustment from approximately $574.53 to $573.87 per share. Analyst Commentary Analysts provided a range of views on Roper Technologies following recent earnings and company updates, with both positive and negative perspectives influencing revised price targets and ratings.
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20 viewsusers have viewed this narrative update

Shared on 01 Nov 25

Fair value Decreased 8.34%
Analysts have revised their price target for Roper Technologies downward by over $50 to approximately $575. They cite a combination of mixed quarterly results, tariff and government shutdown impacts, as well as a cautious outlook for organic growth and recurring revenue strength.
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11 viewsusers have viewed this narrative update

Shared on 18 Oct 25

Fair value Decreased 1.48%
Analysts have revised Roper Technologies' target price downward by $9.40, citing concerns over softer demand ahead of Q3 results. They also highlight the company's evolving strengths and long-term opportunities, such as improved operational agility and potential gains from AI integration.
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5 viewsusers have viewed this narrative update

Shared on 07 May 25

Fair value Increased 2.74%
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1 viewusers have viewed this narrative update

Shared on 30 Apr 25

Fair value Decreased 3.21%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
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5 viewsusers have viewed this narrative update

Shared on 23 Apr 25

Fair value Increased 0.21%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
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3 viewsusers have viewed this narrative update

Shared on 16 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.
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1 viewusers have viewed this narrative update

Shared on 09 Apr 25

Fair value Increased 2.01%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
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4 viewsusers have viewed this narrative update

Shared on 02 Apr 25

Fair value Increased 0.46%
Read more
4 viewsusers have viewed this narrative update

Shared on 26 Mar 25

Fair value Increased 0.38%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Read more
5 viewsusers have viewed this narrative update

Shared on 19 Mar 25

Fair value Increased 1.35%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Read more
5 viewsusers have viewed this narrative update

Shared on 10 Mar 25

Fair value Decreased 2.92%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Read more
3 viewsusers have viewed this narrative update

Fair Value vs Share Price

US$446.8
vs US$394.6111.7% undervalued intrinsic discount
PastFuture010b2015201820212024202620272029Revenue US$10.4bEarnings US$2.1b
8.5%
Revenue growth
20.4%
Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Roper Technologies

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Company analysis

Undervalued with proven track record and pays a dividend.

Market capUS$38.4b
PB2.1x
Estimated Growth6.2%
Dividend Yield0.9%
Full analysis

CEO & management

Laurence Hunn
CEO
2.3yrs
CEO Tenure

Designs and develops vertical software and technology enabled products in the United States, Canada, Europe, Asia, and internationally.

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