Roper Technologies’ Price Targets Cut to $440 and $500 Despite 1–2% Q4 EBITDA Misses
Goldman Sachs and Raymond James kept bullish stances on Roper Technologies, cutting price targets to $440 (from $477) and $500 (from $575). Roper’s Q4 EBITDA showed Tech Enabled up 1% but App and Network Software down 1-2%, and it forecasts 2026 EPS of $21.30–$21.55.
1. Analysts Maintain Bullish Ratings
Goldman Sachs retained its Buy rating on Roper Technologies, reducing its price target to $440 from $477, while Raymond James upheld a Strong Buy stance and lowered its target to $500 from $575.
2. Mixed Q4 Segment Results
Overall Q4 segment EBITDA slipped below forecasts, with the Technology Enabled segment delivering a 1% beat, whereas the Application Software and Network Software segments missed estimates by 1% and 2%, respectively, though all posted mid-single-digit sales growth.
3. Strong 2026 EPS Guidance
Roper projects full-year 2026 earnings per share of $21.30 to $21.55 and anticipates 5-6% organic revenue growth, underscoring its focus on high-margin recurring software revenues.