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ROROP

Roper Technologies, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 11% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (29 mentions/wk)
$ROP·$36B·Software - Application·Technology
$364.21+4.5%YTD-18.1%1Y-33.2%
Mentions · last 7 days
2026-07-10: 7 posts2026-07-11: 4 posts2026-07-12: 3 posts2026-07-13: 0 posts2026-07-14: 7 posts2026-07-15: 3 posts2026-07-16: 18 posts42+35%
Price updated 5h ago·X counts updated 4h ago
ROROP
$ROPRoper Technologies, Inc.
$364.21+4.50%42 posts+35%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $ROP, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-07-15

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Serial-acquirer industrial software compounder at 16% of its 52-week range — four straight EPS beats, revenue +11%, and analysts targeting 25.7% upside.

Roper is a diversified industrial-software compounder in an uncharacteristic drawdown — $347 vs its 12-month peak, 16% of 52w range, -22% YTD, -37% T12M, despite fundamentals continuing to work.

  • Growth: Q1 revenue $2.10B (+11% YoY), fourth consecutive quarter of double-digit growth; four consecutive EPS beats (all small: 3.4%, 1.4%, 0.6%, 0.8%).
  • Fundamentals: gross margin 69%, op margin 28%, ROIC 5.7%, FCF yield 7.6%, PE 20x, EV/EBITDA 13.5x — quality metrics at compressed multiples relative to history.
  • Consensus FY26 EPS $21.91, FY27 $23.91 (steady 9%+ growth); Zacks Wall Street analyst target = 25.7% upside from tape.
  • Insider filings empty; May-19 annual meeting expanded equity comp pool by 14.15M shares.
  • Structure: mid float 100M, beta 0.75, +2.4% vs 50d MA, -12% vs 200d — mid-range coiling.
  • Jul 23 Q2 earnings is the tell.

Compounder in a drawdown with fundamentals intact; the risk is the market's re-rating of software multiples, not the business.

What to watch: Jul 23 Q2 print — segment revenue mix, tuck-in acquisition color, FCF conversion.

On the calendar: 2026-07-23 — Q2 earnings

no sentiment

Read the AI verdict + X sentiment for $ROP

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Acquires and operates vertical market enterprise software businesses in healthcare, transportation, and government.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $ROP.

Software - Application · Technology

No material change from last week — platforms where agents expand contract value (ServiceNow, Snowflake) are re-rated upward, while tools where agents substitute human users (Adobe Creative..

What this means for $ROP

Partial — Acquires and operates vertical market enterprise software businesses in healthcare, transportation, and government; the AI agent bifurcation — contract expansion vs. user substitution creates tailwinds for one product line, not the full operation.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-12.0%YTD
-14.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
20.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
5.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
28.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
7.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
8.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
69.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 23, 2026$5.16$4.99+3.4%
Q4 2025Jan 27, 2026$5.21$5.14+1.4%
Q3 2025Oct 23, 2025$5.14$5.11+0.6%
Q2 2025Jul 21, 2025$4.87$4.83+0.8%
Next earningsThu, Jul 23·consensus EPS $5.29

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$2.1B+11.3%69.4%27.2%$4.88$577.8M
Q4 FY25$2.1B+9.7%69.5%28.6%$4.00$728.2M
Q3 FY25$2.0B+14.3%69.5%28.4%$3.71$857.9M
Q2 FY25$1.9B+13.2%69.2%28.2%$3.52$387.6M

Forward consensus

4-year forecast · up to 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$8.5B$8.5B – $8.6B$21.91$21.79 – $22.0114
FY27$9.1B$8.8B – $9.5B$23.91$23.15 – $24.9315
FY28$9.7B$9.6B – $9.8B$25.91$24.54 – $27.076
FY29$11.6B$11.4B – $11.9B$30.90$30.20 – $32.025

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.22%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+7.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-7.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 100.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.755-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyFeb 6Joyce Thomas Patrick JrDirector1.4K sh$502K
+ 20 other (16 awards · 4 inkinds) in window

See when $ROP insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeMay 198-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Roper Technologies held its 2026 Annual Meeting of Shareholders on May 19, 2026 in Sarasota, Florida. Shareholders approved an amendment to the 2021 Incentive Plan, adding 14,150,000 new shares for a total authorized pool of 23,409,479 shares (the prior 9,259,479 shares plus the new 14,150,000). The plan allows grants of stock options, SARs, restricted stock, performance awards, and cash-based compensation to directors, officers, and employees. The equity plan expansion modestly increases dilution potential but is an administrative compensation tool standard for a large industrial software company.

8-KAgreement terminatedApr 18-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation
AI summary

ROP entered into a credit agreement (8-K Item 1.01, dated 2026-04-01). Counterparty: Roper, the financial institutions from time to time party thereto, JPMorgan Chas. Term: five-year. Size: approximately $3.50 billion. Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

+ 17 other (5 13Gs · 2 S-8s · 2 11-Ks · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Roper Technologies (ROP) Reports Next Week: Wall Street Expects Earnings Growthzacks.com·16h agoWall Street Analysts Think Roper Technologies (ROP) Could Surge 25.71%: Read This Before Placing a Betzacks.com·8d agoDAT: Dry van spot rates top contract for first time since February 2022; flatbed rates hit record highglobenewswire.com·8d agoRoper Technologies schedules second quarter 2026 financial results conference callglobenewswire.com·16d agoROP or JKHY: Which Is the Better Value Stock Right Now?zacks.com·17d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · last 7 days

No standout posts about $ROP on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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