Roper Technologies, IncNasdaq: ROP
Information Technology · Electronic Equipment & Instruments
$358.58
+1.06%
Vol: 655K
Research Digest
Friday, May 1, 2026
Roper Technologies delivers strong Q1 2026 with 11% revenue growth; company raises full-year adjusted EPS guidance by $0.50 and announces $3B share buyback expansion.
Roper reported Q1 2026 revenue of $2.1B with strong performance and raised full-year adjusted EPS guidance to $21.80-$22.05 (up $0.50). The company announced a $3B expansion of its share buyback program reflecting confidence in AI-driven growth strategy. Multiple analysts upgraded targets: RBC Capital to $407 (from $393) and Piper Sandler to $540 (from $530). Zacks upgraded to Strong Buy on improved earnings estimates.
Previous Market Intelligence
13 daysApr 30Roper Technologies reports Q1 2026 revenue up 11% to $2.1 billion; raises full-year DEPS guidancePositive▶
Roper Technologies reported Q1 2026 revenue of $2.10 billion, up 11%, with organic revenue growth of 6% and acquisition contribution of 5%. The Application Software segment grew 12% total with 5% organic growth, Network Software segment grew 14% with 5% organic growth, and Technology-Enabled Products segment grew 9% with 7% organic growth. Roper raised its full-year DEPS guidance to $21.80-$22.05 and repurchased 6 million shares for $2.2 billion since November, including 4.9 million shares year-to-date in 2026. Core EBITDA margin declined 70 basis points due to lower gross margins in tech segment from higher input costs. The company maintains over $5 billion capital deployment capacity for the next 12 months.
Apr 29Roper Technologies Q1 2026 revenue grows 11% to $2.1B; raises full-year guidance to $21.80-$22.05 DEPSPositive▶
Roper Technologies reported Q1 2026 revenue increased 11% to $2.1 billion with organic growth of 6% and acquisition contribution of 5%. GAAP net earnings surged 54% to $509 million and adjusted earnings rose 4% to $539 million. Company raised full-year 2026 adjusted DEPS guidance to $21.80-$22.05 from $21.30-$21.55. Roper repurchased 6 million shares over past 6 months (~6% of outstanding) with $5 billion in deployable capacity. However, stock experienced post-earnings sell-off after April 23 report.
Apr 16Roper Technologies secured new $3.5B five-year credit facility on April 1; Barclays cut price target to $380 from $409 with underweight rating.Negative▶
Roper Technologies secured new five-year $3.5 billion unsecured revolving credit facility on April 1, 2026, supporting liquidity and flexibility. However, Barclays downgraded the stock and cut price target to $380 from $409 on April 1, citing concerns about the proposed spin-off and valuation. The Board filed proxy urging shareholders to vote against proposed tax-free spin-off of Application and Network Software segments. Stock faces 20.3% decline over past three months. 17 analysts rate stock as Buy with $493.36 12-month target representing 37% upside. Dividend of $0.91 per share payable April 22.
Apr 15Roper Technologies approved new $3.5 billion credit facility on April 2 and announced Q1 2026 earnings release for April 23.Mixed▶
Roper Technologies refreshed its capital structure with a new five-year $3.5 billion unsecured revolving credit facility. Quarterly dividend of $0.91 per share approved. Q1 2026 earnings will be released April 23. Barclays lowered price target to $380 with Sell rating. Consensus Buy among 17 analysts with $493.36 price target.
Apr 14Roper Technologies announced Q1 2026 earnings for April 23; Barclays downgraded to Underweight with $380 PT.Mixed▶
Roper Technologies will release Q1 2026 financial results before market open on April 23, 2026. Barclays downgraded stock to Underweight April 1, cutting PT from $409 to $380. JPMorgan also lowered PT to $457 from $540. However, analyst consensus remains Buy. Company secured new five-year $3.5 billion credit facility.
Apr 13Q1 2026 earnings due April 23; board approved $0.91 dividend and refreshed $3.5B credit facility.Negative▶
Roper Technologies Q1 2026 results will be released April 23. Paying $0.91 per share dividend on April 22. Refreshed capital structure with new $3.5 billion unsecured revolving credit facility. Barclays cut guidance from $409 to $380 (underweight) and Weiss Ratings downgraded to sell. Guidance: FY 2026 EPS $21.30-21.55; Q1 EPS $4.95-5.00.
Apr 10Roper Technologies announces Q1 2026 earnings call for April 23; Barclays lowers price target to $380; new $3.5B credit facility secured.Negative▶
Roper Technologies will release Q1 2026 results on April 23 before market open. The company secured a new five-year $3.5 billion credit facility on April 1. Barclays lowered its price target to $380 from $409, while JPMorgan reduced its target to $457 from $540. The stock has fallen 38% from its 52-week high.
Apr 9Roper secures $3.5B credit facility; JPMorgan cuts PT to $457 on weak 2026 guidanceNegative▶
Roper Technologies secured new $3.5B revolving credit facility on April 1 with $2.5B remaining in buyback authorization. JPMorgan lowered price target to $457 from $540 after Q4 guidance missed expectations with 2026 revenue growth ~8% and EPS $21.30-$21.55 below Street estimates. Stock down 38% from 52-week high; traded $360 range. Analyst consensus: Buy with $493.36 PT suggesting 37% upside potential.
Apr 8Roper refreshes $3.5B credit facility; mixed sentiment despite strong Q1 guidance and application software growthMixed▶
Roper Technologies refreshed capital structure with new five-year $3.5B unsecured revolving credit facility. Application Software segment drives growth at 56.3% of Q4 2025 revenue (+10% YoY). Recent analyst moves mixed: Barclays lowered target to $380 from $409, Citi maintains Buy. Procare released child care trends report; DAT and Aderant updated products. Stock down 17% over 90 days despite 33.6% one-year gain. Consensus Buy with $493.36 target (37.1% upside) suggests undervaluation, though recent momentum has faded.
Apr 7Roper Q1 2026 results April 23; refinanced $3.5B credit facility; JPMorgan cuts PT to $457.Mixed▶
Roper Q1 2026 results April 23 (8am ET call). FY2026 EPS $21.30-21.55, Q1 $4.95-5.00 with 5-6% organic growth. $0.91 dividend April 22. April 1 refinanced $3.5B 5-year facility. JPMorgan PT $540 to $457 April 6. Buy consensus $495.43.
Apr 6Roper Secures $3.5B Credit Facility; Barclays DowngradesMixed▶
Roper Technologies (ROP) secured a new five-year $3.5 billion credit facility on April 1, 2026, strengthening balance sheet flexibility. However, Barclays lowered the company's price target to $380 from $409 and maintained a "Sell" rating on the same day. Representative Jared Moskowitz sold between $1,001-$15,000 in ROP shares on February 27, 2026. The company declared a quarterly dividend of $0.91 payable April 22, 2026 with ex-dividend date April 6, 2026. Stock price is $350.11, up 2.52% in past 24 hours.
Apr 3Barclays lowers Roper Technologies price target to $380 from $409 on April 1, citing valuation concerns.Negative▶
Barclays reduced ROP price target to $380 from $409 on April 1. Q1 2026 results will be released April 23 with conference call at 8:00 a.m. ET. Company approved $0.91 quarterly dividend payable April 22. Recently secured a $3.5 billion five-year credit facility. Stock traded near $355.60.
Apr 2Roper Technologies secured new $3.5 billion five-year credit facility; stock faces near-term headwinds from softer government contracting demand.Negative▶
Roper Technologies announced a new $3.5 billion five-year credit facility. The company previously forecast 2026 revenue and profit below Wall Street estimates, citing softer demand at its government contracting unit Deltek, which sent shares down 14.9%. ROP stock increased 2.52% in the past 24 hours to $350.11. The stock has declined 20.3% over the past three months due to growth concerns and competitive pressures.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| KEYSKEYSIGHT | $351.79 | +0.54% | +19.5% | 33.9x | 1.15 | $60.0B |
| ROPROPER | $358.58 | +1.06% | -1.5% | 14.8x | 0.89 | $36.5B |
| TDYTELEDYNE | $640.68 | -0.80% | +2.2% | 24.9x | 1.01 | $29.9B |
| TRMBTRIMBLE | $68.49 | +1.74% | +3.5% | 16.6x | 1.54 | $15.6B |
| ZBRAZEBRA | $227.21 | +0.42% | +7.2% | 11.3x | 1.66 | $11.1B |
| NVDANVIDIA | $198.66 | -0.46% | +12.3% | 17.8x | 2.33 | $4.85T |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.