ROP Roper Technologies, Inc. Common Stock Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
17:35
12 авг
12 авг
Roper trades at a 6.2% true FCF yield with a shrinking share count, and the author explicitly calls it “a buy.” Two-sided marketplace network effects at DAT protect Roper’s niche software assets and can compound nonlinearly over time. ROP is a high-quality FCF compounder with a durable data-driven culture and marketplace moat. ROP is a roll-up; integration missteps or multiple compression could undermine the FCF yield thesis.
Выс.
08:00
23 июл
23 июл
Solid Q2 results with 9% total revenue growth, accelerating AI product releases, and improving freight/Neptune trends underpin raised guidance and optimistic forward tone.
Выс.
08:14
10 июн
10 июн
Roper Technologies is a Fast Grower, PEG 1.33, yet 20% below fair value per the screen. The PEG above 1.0 is partially offset by the 20% discount and the Soros panic reading, indicating the market is pricing in too much pessimism on its niche software/industrial segments. A buy the dip opportunity in a high‑quality compounder, provided PEG premium is justified by long‑term recurring revenue growth. Integration issues from acquisitions, cyclical exposure, or slower organic growth.
Выс.
20:00
13 мая
13 мая
Roper is an oversold software value.
Roper Technologies is a software company that has been oversold. It provides specialized software for verticals (autism centers, daycare) and will use AI to enhance its products, not be displaced.
Сред.
18:39
13 мая
13 мая
Owns Intuit, Workday, Salesforce, Roper for gains.
Specific software names Intuit, Workday, Salesforce, and Roper Technologies have strong moats, forward-looking management, and are undervalued at current levels. He owns them in his core portfolio and expects them to be 40-50% higher over time, driven by earnings growth and cash flow stability.
Выс.
15:09
13 мая
13 мая
Short Roper Technologies — McCullough's Hedgeye Signal Strength model has maintained ROP as its.
Short Roper Technologies — McCullough's Hedgeye Signal Strength model has maintained ROP as its longest-duration SELL, indicating sustained and high-conviction bearish positioning.
Сред.
08:00
23 апр
23 апр
Management raised full-year EPS guidance by $0.50 at the midpoint after a beat in Q1, supported by strong organic growth, bookings momentum, and accelerating AI product velocity across the portfolio. The tone is confident about the balance of the year.
Выс.
14:19
15 мар
15 мар
Author flags ROP as a current SELL idea in their Investing Ideas product.
Author flags ROP as a current SELL idea in their Investing Ideas product; no catalyst or reasoning stated in tweet text.
Сред.
17:30
27 янв
27 янв
Short ROP as an active Hedgeye process short currently working to the downside.
Short ROP as an active Hedgeye process short currently working to the downside; author frames it as a live, confirmed short position generating gains alongside precious metals longs.
Сред.
08:00
23 окт
23 окт
Management lowered full-year organic revenue growth guidance due to near-term headwinds (government shutdown at Dell Tech, tariff-related delays at Neptune), but maintained EPS and expressed confidence in long-term AI and M&A pipeline. Overall tone is cautiously balanced.
Выс.
Об аналитическом покрытии ROP
Buzzberg отслеживает ROP (Roper Technologies, Inc. Common Stock) в 6 источниках. Бычьих сигналов: 4, медвежьих: 2, от 7 аналитиков. Сентимент преимущественно бычий (18%). Всего отслеживается 11 торговых идей. За последние 7 дней: бычьих: 1. Последние спикеры: u/JoeInOR, FirstSquawk, Neil Hunn.