
Roper Technologies (ROP) Stock Forecast & Price Target
Roper Technologies (ROP) Analyst Ratings
Bulls say
Roper Technologies is positioned as a high-quality free-cash-flow compounder, supported by a decentralized portfolio of 30 businesses with more than three-fourths of revenue from software products and over two-thirds from recurring and reoccurring sources. Its 2Q26 results showed a modest beat and raise, 118% free cash flow conversion, and a $1.2 billion buyback, while management lifted 2026 cash EPS guidance to $22.15-$22.30 and highlighted improving conditions at DAT, Deltek GovCon, and Neptune. With margins improving, AI-driven product releases broadening across software, and a disciplined M&A framework backed by strong cash generation, the company appears well positioned to compound earnings through self-funded acquisitions and operational resilience.
Bears say
Roper Technologies is facing a negative outlook because its shares trade at a 36% relative P/E discount and a 26% EV/EBITDA discount to large-cap Multi-Industry peers, signaling the market is assigning less value to its earnings power than historical norms. The weakness reflects investor skepticism toward high-quality compounders in a risk-on rotation, while AI disruption, slower software multiple support, and a prolonged lull in M&A could pressure the company’s premium valuation and delay expected accretion from acquisitions. Although it posted $2,109M of revenue with 9% consolidated growth, 5% organic growth, and 38.7% adjusted EBITDA margins, only $50M was deployed to M&A YTD, leaving its free-cash-flow compounding model more dependent on a reacceleration in deal flow and continued buybacks.
This aggregate rating is based on analysts' research of Roper Technologies and is not a guaranteed prediction by Public.com or investment advice.
Roper Technologies (ROP) Analyst Forecast & Price Prediction
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