Roper Technologies selloff appears overdone, says William Blair

Roper posted 4Q results with 10% total revenue growth and 4% organic growth, the latter coming in below expectations due to government shutdown impacts on Deltek license timing, though recurring subscription momentum and bookings remained strong, William Blair tells investors in a research note. The selloff appears overdone, and a solid 2026 outlook, a robust M&A pipeline with significant dry powder, and attractive valuation support a positive long-term view and an Outperform rating, the firm says.