Roper Technologies Lowers FY25 Adjusted EPS Forecast; Q3 Adjusted EPS Exceeds Expectations, Yet Revenues Fall Short
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 23 2025
0mins
Should l Buy ROP?
Source: NASDAQ.COM
Fourth Quarter Earnings Guidance: Roper Technologies provided adjusted earnings guidance for Q4 between $5.11 and $5.16 per share, which is below analysts' expectations of $5.23 per share.
Full-Year 2025 Earnings Outlook: The company revised its earnings forecast for fiscal 2025 to a range of $19.90 to $19.95 per share, down from the previous estimate of $19.90 to $20.05 per share.
Third Quarter Financial Performance: Roper reported net earnings of $398 million ($3.68 per share) for Q3, an increase from $368 million ($3.40 per share) in the same quarter last year, with revenue rising 14% to $2.02 billion.
Stock Repurchase Authorization: The Board of Directors authorized a repurchase of up to $3 billion of the company's common stock.
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Analyst Views on ROP
Wall Street analysts forecast ROP stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ROP is 558.36 USD with a low forecast of 419.00 USD and a high forecast of 650.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Analyst Rating
10 Buy
2 Hold
3 Sell
Moderate Buy
Current: 351.000
Low
419.00
Averages
558.36
High
650.00
Current: 351.000
Low
419.00
Averages
558.36
High
650.00
About ROP
Roper Technologies, Inc. is a diversified technology company. It operates businesses that design and develop vertical software and technology-enabled products for a variety of defensible niche markets. The Company operates through three segments: Application Software, Network Software and Technology Enabled Products. The Application Software segment includes Aderant, Clinisys, Data Innovations, Deltek, Frontline, IntelliTrans, PowerPlan, Procare, Strata, Transact/CBORD, and Vertafore. The Network Software segment includes ConstructConnect, DAT, Foundry, iPipeline, iTradeNetwork, Loadlink, MHA, SHP, and SoftWriters. The Technology Enabled Products segment includes CIVCO Medical Solutions, FMI, Inovonics, IPA, Neptune, Northern Digital, rf IDEAS, and Verathon. Aderant is a comprehensive management software solution for law and other professional services firms. Data Innovations is a software solution that enables the enterprise management of hospitals and independent laboratories.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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Roper Technologies Releases Final 2025 Earnings Report
- Earnings Performance: Roper Technologies reported a 10% year-over-year revenue increase to $2.06 billion for Q4 2025, although slightly missing the analyst estimate of $2.08 billion; however, net income rose to $561 million, exceeding the forecast of $5.14 per share, indicating dual growth from acquisitions and organic expansion.
- Market Reaction: Despite the decent earnings report, Roper's shares fell nearly 9% this week, reflecting market caution regarding future growth expectations, particularly as the allure of software businesses diminishes amid the ongoing AI stock craze.
- Future Outlook: The company projects an 8% revenue growth for 2026, reaching $7.9 billion, with adjusted net income estimated between $21.30 and $21.55 per share, although these forecasts are below average analyst expectations, raising concerns about its growth potential.
- Analyst Rating Changes: Following the earnings release, Stifel analyst Brad Reback downgraded Roper's rating from buy to hold and sharply cut the price target from $550 to $385, reflecting a pessimistic outlook on the company's future performance.
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RBC Capital Lowers Roper Technologies Price Target to $398
- Price Target Adjustment: RBC Capital has lowered Roper Technologies' price target from $539 to $398, reflecting a cautious outlook on the company's future performance, particularly following disappointing second-quarter results and guidance.
- Growth Concerns: Analysts highlight that Roper's organic growth guidance for the second half is weaker than expected, leading to diminished investor confidence in the company's future growth prospects, which may affect stock holding decisions.
- Portfolio Risks: RBC points out underperformance in three business segments—Deltek, Neptune, and Procare—further exacerbating market concerns about Roper's overall performance and prompting investors to reassess their portfolios.
- Ongoing AI Threat: Analysts warn that the emerging AI threat remains an uncertain factor for Roper, expected to continue impacting business performance over the next year, thereby increasing investment risks.
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Stifel Downgrades Roper Technologies to Hold Amid Revenue Misses
- Performance Decline: Roper Technologies reported a 10% year-over-year revenue increase to $2.06 billion in Q4, missing market expectations and resulting in a 10% drop in share price, indicating ongoing performance challenges for the company.
- Revenue Forecast Adjustment: Analysts now expect Roper's organic revenue growth to decline to 5% to 6% in 2026, below prior consensus, reflecting weak demand in the Deltek and Neptune segments.
- Profitability Fluctuations: Although adjusted earnings per share of $5.21 exceeded expectations, adjusted free cash flow of $714 million fell short, highlighting challenges in cash flow management for the company.
- Market Outlook Uncertainty: Management's guidance for 2026 assumes significant acceleration in the second half of the year, but lingering uncertainties around Deltek demand and macroeconomic conditions pose risks to this outlook.
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Wall Street Analysts Adjust Ratings
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- Market Reaction: While specific stock rating changes are not detailed, analysts' opinions can influence investor decisions, potentially impacting the market performance of the related stocks.
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- Further Information: For a complete view of all analyst rating changes, including specific upgrades and downgrades, it is recommended to visit the analyst ratings page for the latest updates.
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Wall Street Analysts Adjust Ratings
- Analyst Rating Updates: Top Wall Street analysts have adjusted their ratings on several companies, reflecting varying market perspectives on their outlooks, which could influence investor decisions.
- Market Reaction Insight: While specific rating changes are not detailed, analysts' opinions typically have a direct impact on stock prices, prompting investors to closely monitor these shifts.
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8 Affordable and Profitable Software Stocks Worth Investing In.
Concerns about Software Companies: There are growing worries regarding the profitability of software companies, prompting a reevaluation of their financial health.
Attraction of Profitable Stocks: As a result of these concerns, stocks with genuine earnings are becoming more appealing to investors.
See More
Roper Technologies Releases Final 2025 Earnings Report
- Earnings Performance: Roper Technologies reported a 10% year-over-year revenue increase to $2.06 billion for Q4 2025, although slightly missing the analyst estimate of $2.08 billion; however, net income rose to $561 million, exceeding the forecast of $5.14 per share, indicating dual growth from acquisitions and organic expansion.
- Market Reaction: Despite the decent earnings report, Roper's shares fell nearly 9% this week, reflecting market caution regarding future growth expectations, particularly as the allure of software businesses diminishes amid the ongoing AI stock craze.
- Future Outlook: The company projects an 8% revenue growth for 2026, reaching $7.9 billion, with adjusted net income estimated between $21.30 and $21.55 per share, although these forecasts are below average analyst expectations, raising concerns about its growth potential.
- Analyst Rating Changes: Following the earnings release, Stifel analyst Brad Reback downgraded Roper's rating from buy to hold and sharply cut the price target from $550 to $385, reflecting a pessimistic outlook on the company's future performance.
See More
RBC Capital Lowers Roper Technologies Price Target to $398
- Price Target Adjustment: RBC Capital has lowered Roper Technologies' price target from $539 to $398, reflecting a cautious outlook on the company's future performance, particularly following disappointing second-quarter results and guidance.
- Growth Concerns: Analysts highlight that Roper's organic growth guidance for the second half is weaker than expected, leading to diminished investor confidence in the company's future growth prospects, which may affect stock holding decisions.
- Portfolio Risks: RBC points out underperformance in three business segments—Deltek, Neptune, and Procare—further exacerbating market concerns about Roper's overall performance and prompting investors to reassess their portfolios.
- Ongoing AI Threat: Analysts warn that the emerging AI threat remains an uncertain factor for Roper, expected to continue impacting business performance over the next year, thereby increasing investment risks.
See More
Stifel Downgrades Roper Technologies to Hold Amid Revenue Misses
- Performance Decline: Roper Technologies reported a 10% year-over-year revenue increase to $2.06 billion in Q4, missing market expectations and resulting in a 10% drop in share price, indicating ongoing performance challenges for the company.
- Revenue Forecast Adjustment: Analysts now expect Roper's organic revenue growth to decline to 5% to 6% in 2026, below prior consensus, reflecting weak demand in the Deltek and Neptune segments.
- Profitability Fluctuations: Although adjusted earnings per share of $5.21 exceeded expectations, adjusted free cash flow of $714 million fell short, highlighting challenges in cash flow management for the company.
- Market Outlook Uncertainty: Management's guidance for 2026 assumes significant acceleration in the second half of the year, but lingering uncertainties around Deltek demand and macroeconomic conditions pose risks to this outlook.
See More
Wall Street Analysts Adjust Ratings
- Rating Changes Overview: Top Wall Street analysts have adjusted their ratings on several stocks, including upgrades, downgrades, and initiations, reflecting varying market perspectives on these companies.
- Market Reaction: While specific stock rating changes are not detailed, analysts' opinions can influence investor decisions, potentially impacting the market performance of the related stocks.
- Analyst Insights: Rating changes by analysts are typically based on company financial performance, market trends, and industry outlook, and investors should pay attention to these changes to make informed investment choices.
- Further Information: For a complete view of all analyst rating changes, including specific upgrades and downgrades, it is recommended to visit the analyst ratings page for the latest updates.
See More
Wall Street Analysts Adjust Ratings
- Analyst Rating Updates: Top Wall Street analysts have adjusted their ratings on several companies, reflecting varying market perspectives on their outlooks, which could influence investor decisions.
- Market Reaction Insight: While specific rating changes are not detailed, analysts' opinions typically have a direct impact on stock prices, prompting investors to closely monitor these shifts.
- Investor Guidance: When considering the purchase of GM stock, analysts' insights may provide crucial reference points, aiding investors in making more informed investment choices.
- Source of Rating Changes: Comprehensive information on all analyst rating changes can be found on the analyst ratings page, ensuring investors stay updated with the latest market insights.
See More
