Goldman, Barclays Lower Roper (ROP) Price Targets Amid Muted End-Market Expectations

Roper Technologies, Inc. (NASDAQ:ROP) is included among the 12 Best Long Term US Stocks to Buy Now.

On December 16, Goldman Sachs cut its price target on Roper Technologies, Inc. (NASDAQ:ROP) to $507 from $572 and kept a Neutral rating on the stock.

A few days earlier, on December 4, Barclays also lowered its target on ROP, bringing it down to $475 from $506, while maintaining an Underweight rating. The move came as part of the firm’s 2026 outlook for the multi-industry group. Barclays said a neutral view on the sector still makes sense heading into next year. Expectations remain muted for most end markets, with the exception of data centers, electric utilities, and aerospace, according to the analyst’s note.

Roper Technologies, Inc. (NASDAQ:ROP) used its third-quarter 2025 earnings call to outline a major shift in capital allocation. The company announced its first-ever share repurchase authorization, totaling $3 billion. At the same time, management reiterated its commitment to mergers and acquisitions. The focus remains on buying faster-growing platforms and adding bolt-on or tuck-in deals with discipline.

During the quarter, Roper deployed $1.3 billion. About $800 million went toward the Subsplash acquisition, with another $500 million spent on a series of smaller tuck-in deals.

In July, Roper signed a definitive agreement to acquire Subsplash, a provider of AI-enabled, cloud-based software and fintech tools. Subsplash serves more than 20,000 faith-based organizations and churches. The purchase price was set at $800 million.

Roper Technologies, Inc. (NASDAQ:ROP) operates a collection of market-leading businesses that build vertical software and technology-enabled products. These offerings are designed for niche markets with strong competitive positions and durable demand.

While we acknowledge the potential of ROP as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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Disclosure: None.