ROP Roper Technologies, Inc. Common Stock Loading... : Bullish and Bearish Analyst Opinions
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17:35
Aug 12
Aug 12
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.
HIGH
08:00
Jul 23
Jul 23
Solid Q2 results with 9% total revenue growth, accelerating AI product releases, and improving freight/Neptune trends underpin raised guidance and optimistic forward tone.
HIGH
08:14
Jun 10
Jun 10
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.
HIGH
20:00
May 13
May 13
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.
MED
18:39
May 13
May 13
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.
HIGH
15:09
May 13
May 13
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.
MED
08:00
Apr 23
Apr 23
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.
HIGH
14:19
Mar 15
Mar 15
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.
MED
17:30
Jan 27
Jan 27
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.
MED
08:00
Oct 23
Oct 23
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.
HIGH
About ROP Analyst Coverage
Buzzberg tracks ROP (Roper Technologies, Inc. Common Stock) across 6 sources. 4 bullish vs 2 bearish calls from 7 analysts. Sentiment: predominantly bullish (18%). 11 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: u/JoeInOR, FirstSquawk, Neil Hunn.