TD Cowen has adjusted its target price on Roper Industries to $550.00 from $625.00 while keeping a Buy rating on the stock. That revised target still implies meaningful upside relative to Roper’s most recent trade at $360.83, a price that has declined sharply from the company’s 52-week high of $595.17.
The analyst move follows a quarterly release in which Roper topped reported earnings-per-share expectations and provided growth and EPS guidance that aligned with consensus at the high end. Over the trailing twelve months the company posted a diluted EPS of $14.20.
Joseph Giordano of TD Cowen highlighted the notable market reaction to the quarter, pointing to significant volatility that included an intraday drop of as much as 15% even though the reported results met several key metrics. Recent trading patterns show the stock dropping 8.75% over the past week and sitting near its 52-week low, with momentum indicators suggesting the share price may be in oversold territory.
While the analyst flagged that there were "things to pick on" in the earnings release, he indicated that the company’s results do not appear to require downward revisions to consensus estimates. Valuation remains a central concern for the analyst team: Roper is trading at a price-to-earnings ratio of 28.78, and despite that multiple the stock appears undervalued relative to its assessed Fair Value in recent research.
Giordano also noted management could respond to the stock’s underperformance with a "meaningful buyback" program, a structural lever that would aim to support shareholder value. Roper’s capital-return track record includes 35 consecutive years of dividend payments and a current dividend yield of 0.99%.
Other brokerages have taken a more cautious stance following Roper’s latest set of results. The company reported mixed fourth-quarter 2025 results, beating EPS projections but coming up short on revenue, a combination that contributed to a sharp pullback in pre-market trading.
Stifel downgraded the stock from Buy to Hold and lowered its price target to $385 from $550, citing organic revenue growth of 4% that missed Wall Street’s 5.5% expectation. Oppenheimer moved to downgrade the rating from Outperform to Perform and withdrew its price target, pointing to a weak outlook and persistent headwinds across several business units including Deltek, Procare, DAT, and Neptune.
Mizuho reduced its target to $365 from $419 and maintained an Underperform rating, highlighting concerns about rising competitive risks tied to AI adoption and the potential impact of a prolonged government shutdown on the Deltek business, which generates about $800 million in revenue for Roper.
These collective actions from sell-side firms underscore the challenges Roper faces as it contends with uneven revenue performance in parts of its portfolio and evolving competitive dynamics. While some analysts view valuation as a reason to hold or buy, others have focused on near-term growth shortfalls and operational headwinds when lowering ratings and targets.
Investors will be watching management’s response to the recent stock weakness, including any capital allocation moves such as repurchases, as well as updates on revenue trends across Deltek and other affected business units in the coming quarters.