TickerTalks
Browse all tickers →
TickerTalks›$ROP
ROROP

Roper Technologies, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 11% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (52 mentions/wk)
$ROP·$38B·Software - Application·Technology
$382.71+0.1%YTD-17.2%1Y-23.5%
Price updated 7h ago·X counts updated 5d ago
ROROP
$ROPRoper Technologies, Inc.
$382.71+0.07%52 posts1×
AI analysisFundamentalsVoices on X
Loading…

On X

The complete picture of $ROP on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

52X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $ROP's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 50% of tracked names.

Mixed sentiment⚠AI analysisGenerated by AI from underlying data5 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 what X is saying about $ROP

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ROP — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-03

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

Roper off 20% YTD on an AI-cost worry — still compounding at 11% revenue growth with a 28% operating margin.

Roper Technologies is being treated like a software name that forgot the AI playbook — down 20% year to date despite four quarterly EPS beats and 10-14% revenue growth, with the sell-side still modelling $22.22 EPS for 2026 and $24.33 for 2027.

  • The last four quarterly EPS beats read Q2 +1.9%, Q1 +3.4%, Q4 +1.4%, Q3 +0.6% — small beats, consistent with the recurring-revenue model and a classical compounder that doesn't shoot the lights out.
  • Management's own comments (CEO acknowledging AI token costs up 3x since January; CFO admitting the team has been wrong on M&A reopening for three years) explain the stock derate — the market is pricing a slower capital-deployment cycle and higher incremental AI costs.
  • Independent director Abhijit Dubey was elected October 1 (served as a divisional CEO at Deloitte, Siemens, NTT) — a hire that signals continued focus on global technology services, not a strategic reset.

At $354 and 22% of the 52-week range, the forward multiple at 15.9x 2026 EPS is one of the lowest Roper has carried in years — the October 22 Q3 earnings is where a confident guide into 2027 could reset the derate, or where soft M&A commentary extends it.

What to watch: October 22 Q3 earnings and 2027 guidance framework; M&A pipeline commentary and any new large-platform acquisition; AI token-cost trajectory and gross-margin sensitivity disclosure.

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

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

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 — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $ROP

Partial — Acquires and operates vertical market enterprise software businesses in healthcare, transportation, and government.; AI feature integration (Agentforce, AI Copilot) into core platform defends ARR while pricing for AI add-ons lifts ACV.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-7.5%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 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$8.6B$8.5B – $8.6B$22.22$22.01 – $22.3310
FY27$9.1B$8.9B – $9.4B$24.33$22.86 – $25.6516
FY28$9.6B$9.4B – $9.9B$26.58$25.79 – $27.378
FY29$10.1B$10.0B – $10.3B$30.25$29.81 – $30.936

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.0.9×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.36%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.-1.0%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.+4.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 98.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% 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

SellJul 27John K StipancichEVP, Chief Legal Officer & Sec2.0K sh$758KSellJul 24Richard F WallmanDirector6.4K sh$2.3M
+ 13 other (12 awards · 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
Free, forever. No credit card.

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

3New insider — initial holdingsOct 13
AI summary

Abhijit Dubey filed an initial Form 3 on October 1, 2026 disclosing his beneficial ownership of Roper Technologies, Inc. securities upon being elected to the Board of Directors effective October 1, 2026. The filing is a standard administrative disclosure required upon assuming a reportable insider position under Section 16(a). The corresponding 8-K filed the same day provides full details on his director compensation and appointment terms.

8-KOfficer or director changeOct 18-K — Item 5.02: Officer or director change
AI summary

Roper Technologies elected Abhijit Dubey, age 52, as a new independent director effective October 1, 2026, with a term expiring at the 2027 Annual Meeting of Stockholders. Dubey will receive a pro-rata equity award of approximately $224,583 (part of the $385,000 annual non-employee director grant) plus a $5,000 equity award in lieu of a cash retainer, and will enter Roper's standard director indemnification agreement. No financial terms beyond standard director compensation were disclosed. Routine board refreshment adding experienced technology executive talent.

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.

+ 15 other (6 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.

Roper Technologies (ROP) Earnings Expected to Grow: What to Know Ahead of Next Week's Releasezacks.com·2d agoDAT: Truckload rates rise in September as diesel tops $6 a gallonglobenewswire.com·4d agoNew Enterprise Adapter Offers a Supported PowerPlan Integration Between PowerPlan and Oracle® Fusion Cloud ERPglobenewswire.com·4d agoWhy Roper Technologies (ROP) is Poised to Beat Earnings Estimates Againzacks.com·8d agoFrontline Education and AI for Education Win Two Tech & Learning Best for Back to School Awardsglobenewswire.com·8d ago

In themes

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

The Power Grid

More in Software - Application

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$NBIS$AI$STRK$ZETA$MSTR$BULL$UBER$APP
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.

PrivacyTermsSupport