Update shared on 15 Nov 2025
Fair value Decreased 0.12%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.
Bullish Takeaways
- Some analysts maintain a Buy or Outperform rating and highlight Roper’s strong recurring revenue base as well as its reputation as a high-quality compounder within the industry.
- Despite mixed quarterly results, organic growth remained positive and free cash flow performance was strong. This underscores management’s operating discipline.
- Roper’s recent evolution in capital allocation and operational effectiveness is viewed as a driver of higher value capture along with organic growth potential in the future.
- Opportunities related to artificial intelligence are highlighted. Roper’s industry-specific data assets and decentralized operating model are seen as competitive advantages.
Bearish Takeaways
- Cautious analysts lowered price targets and downgraded ratings due to headwinds from government shutdown impacts, tariffs, and delayed projects within segments such as Deltek and Neptune.
- Recent guidance narrowing and lowered growth projections for 2025 raise concerns about forward momentum, especially as the organic growth outlook was tightened in the latest update.
- Broader investor sentiment is reportedly shifting toward higher-beta and more cyclical names. This may limit near-term upside for Roper’s shares despite its fundamental strengths.
- Questions remain around demand in the multi-industry group because overall economic softness and sluggish segment demand are affecting revenue expectations in the near term.
What's in the News
- Roper Technologies' Board of Directors approved a quarterly cash dividend increase to $0.91 per share, marking the thirty-third consecutive annual dividend increase (Key Developments).
- The company issued new earnings guidance for the fourth quarter and full year 2025, projecting GAAP DEPS between $3.59 and $3.64 for Q4 and $13.91 to $13.86 for the year. The company expects total revenue growth of approximately 13% and organic revenue growth of about 6% (Key Developments).
- A $3 billion share repurchase authorization was announced, aimed at enhancing shareholder value (Key Developments).
- Management reaffirmed its commitment to seeking mergers and acquisitions, focusing on acquiring faster growth platforms and executing bolt-on acquisitions to strengthen the business (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has edged down marginally from $574.53 to $573.87 per share.
- Discount Rate has decreased slightly from 8.99% to 8.96%.
- Revenue Growth is projected to rise modestly, moving from 11.75% to 12.19%.
- Net Profit Margin has dipped fractionally, from 19.88% to 19.83%.
- Future P/E (Price-to-Earnings) ratio has decreased a bit, from 37.5x to 37.1x.
Disclaimer
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