Roper Technologies, Inc. (NASDAQ:ROP) is one of the 11 best software stocks to invest in according to billionaires.
As of March 4, 2026, the company’s strategy centers on disciplined acquisitions and the expansion of AI capabilities, according to management. With this, Roper Technologies, Inc. (NASDAQ:ROP) aims to sustain long-term cash flow growth. Looking ahead, management hopes to achieve mid-teens growth in free cash flow per share with this strategy.
On March 4, 2026, Roper Technologies, Inc. (NASDAQ:ROP) participated in the Morgan Stanley Technology, Media & Telecom Conference.
Emphasizing artificial intelligence, management expressed confidence, citing the technology as a key growth driver. Roper Technologies, Inc. (NASDAQ:ROP) saw an improvement in customer retention and a reduction in therapist attrition from 85% to 40% at CentralReach, thanks to AI-powered tools. With over 25 generative AI initiatives underway across its software portfolio, the company continues to monetize AI increasingly through subscription models with overage pricing.
Management also discussed its capital allocation strategy, which Roper Technologies, Inc. (NASDAQ:ROP) reinforced by repurchasing $1.80 billion in shares over the past five months. At the same time, the firm also deployed $3.30 billion on M&A in 2025, expecting 5%-6% organic growth in 2026. This year, the company hopes to accelerate its tuck-in and early-stage platform acquisitions.
Additionally, management discussed its 2025 results, in which Roper Technologies, Inc. (NASDAQ:ROP) recorded 12% revenue growth to $7.90 billion, alongside adjusted EBITDA growth of 11% to $3.14 billion. The company achieved this despite a lack of strong organic growth amid challenges at some units, including Deltek, ProCare, and Neptune.
Roper Technologies, Inc. (NASDAQ:ROP), a diversified technology company, delivers engineered products and software solutions for niche markets. The company serves industries ranging from healthcare and education to logistics and engineering.
While we acknowledge the risk and potential of ROP as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than ROP and that has 10,000% upside potential, check out our report about this cheapest AI stock.
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