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ROROP

Roper Technologies, Inc.

$ROP·$41B·Software - Application·Technology
$424.64-0.4%YTD-11.7%1Y-18.2%
Mentions · last 7 days
2026-08-22: 4 posts2026-08-23: 1 posts25+9%
Price updated 5h ago·X counts updated 8d ago
ROROP
$ROPRoper Technologies, Inc.
$424.64-0.37%25 posts+9%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

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 numbersAcceleratingAI verdict · as of 2026-08-30

The move is getting stronger, with heavier trading behind it.

Roper Tech -19% TTM at 20x PE, 7.6% FCF yield — bulls target $460-500, CEO acknowledges AI token costs +3x since January.

Roper Technologies is a $40.6B specialty-software compounder. Real-business quality with mixed sentiment — bulls target near-term upside, skeptics flag AI-cost drag.

How it reads:

  • Growth is real: Q1 revenue +11.3% YoY to $2.10B, Q4 was +13.2% — sustained double-digit compounding.
  • Margins are premium: 28.1% operating margin, 7.6% FCF yield — the FCF yield is the specific value anchor.
  • Valuation is reasonable: 20.2x PE, 4.1x sales, 13.5x EV/EBITDA — cheap for a software compounder.
  • Position is coiling: 53rd percentile 52w, 13.5% above 50-day, 12.7% above 200-day on 69% baseline volume — quiet accumulation.
  • Aug 23 'Cautious Buy Despite The Risks' plus Aug 20 'Roper's $3.2B Bet On Itself Looks Smart' — the fundamental case.
  • Bank of Nova Scotia new position (Aug 26) plus B. Metzler seel. Sohn & Co. $7.22M new investment (Aug 22) — institutional accumulation.
  • The bear tell: CEO acknowledging AI token costs are up ~3x since January and CFO admitting the team has been wrong for 3 years on M&A reopening — worth flagging.
  • Insider signal is silent: zero transactions in 90-day window.

The Oct 22 print is the test — reiterated FY26 organic-growth guide plus specific commentary on AI-token-cost pass-through extends the run; another sub-10% organic-growth quarter plus continued M&A-timeline slippage drops to $390 support.

Agrees with X sentimentAgree with the mixed take — bull (ROP undervalued with 460 and 500 targets in 2-4 weeks) and bear (CEO acknowledging AI token costs up ~3x since January, CFO admitting team has been wrong for 3 years on M&A reopening) both map to real signals; the honest read is Q1 revenue +11.3% and 7.6% FCF yield support the compounder case, but the AI-cost drag is real.

What to watch: Oct 22 earnings — reiterated FY26 organic-growth guide plus specific commentary on AI-token-cost pass-through extends the run; another sub-10% organic-growth quarter plus continued M&A-timeline slippage drops to $390 support.

On the calendar: 2026-10-22 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment⚠5 posts analyzed · as of 2026-08-28 · top-engagement diverged

Roper Technologies posts are mixed. Bulls cite ROP as undervalued with 460 and 500 targets in 2-4 weeks. Skeptics flag CEO acknowledging AI token costs are up ~3x since January and CFO admitting the team has been wrong for 3 years on M&A reopening. Sample small; tone reads cautiously constructive.

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

SaaS multiples remain compressed as rate-sensitive valuations weigh on pure-play software; customers are lengthening deal cycles outside of AI-native workloads. AI co-pilot upsell is the only clear near-term catalyst — companies without it are treading water.

What this means for $ROP

Partial — medical device revenue depends on elective procedure volumes and hospital capex; Roper Technologies, Inc.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
+2.5%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
Q2 2026Jul 23, 2026$5.38$5.28+1.9%
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%
Next earningsThu, Oct 22·consensus EPS $5.79

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$22.03$21.52 – $22.1813
FY27$9.1B$8.8B – $9.5B$24.07$23.07 – $25.3515
FY28$9.7B$9.2B – $10.5B$26.24$24.85 – $27.428
FY29$11.6B$11.3B – $12.0B$30.90$30.06 – $32.357

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.53%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.+13.5%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.+12.7%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 today0.6% 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.β0.745-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

SellJul 27John K StipancichEVP, Chief Legal Officer & Sec2.0K sh$758KSellJul 24Richard F WallmanDirector6.4K sh$2.3M
+ 21 other (16 awards · 4 inkinds · 1 exempt) 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-KMaterial eventAug 108-K — Item 5.04
AI summary

Roper Technologies (ROP) filed an 8-K disclosing a 401(k) plan blackout period running approximately from 4:00 PM ET on September 25, 2026 through the week of October 18, 2026, in connection with the transition of 401(k) plan recordkeeping services from Vanguard to Fidelity Investments, effective October 2, 2026. During the blackout, participants cannot change investment elections, take loans, obtain distributions, or transact in company stock held through the plans. Directors and executive officers are similarly prohibited from trading company equity securities acquired through the plans during the blackout period per Sarbanes-Oxley Section 306(a).

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.

+ 19 other (7 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 S-8s) in window

Recent news

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

3 Dividend Stocks with Unbelievable Streaks but Barely Pay Investors247wallst.com·15h agoBank of Nova Scotia Acquires New Position in Roper Technologies, Inc. $ROPdefenseworld.net·6d agoRoper Technologies: A Cautious Buy Despite The Risksseekingalpha.com·8d agoB. Metzler seel. Sohn & Co. AG Makes New $7.22 Million Investment in Roper Technologies, Inc. $ROPdefenseworld.net·10d agoRoper Technologies' $3.2 Billion Bet On Itself Looks Smartseekingalpha.com·12d ago

In themes

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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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