Truist analyst Terry Tillman lowered the firm’s price target on Roper Technologies (ROP) to $550 from $650 and keeps a Buy rating on the shares. Q4 results were disappointing on organic growth, as the company highlighted non-recurring revenue/bookings issues expected to continue impacting Deltek into 2026, the analyst tells investors in a research note. While the firm expects steady EBITDA and free cash flow growth should improve, Roper has become firmly a “show-me” story in lieu of organic growth in second have improvement playing out and/or $6B+ liquidity being put to work for growth/profit accretive acquisitions/buybacks, the analyst adds.
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