Roper TechnologiesUbiquiti
Live Report · Updated February 23, 2026

Roper Technologies vs Ubiquiti

Roper Technologies Inc. vs Ubiquiti Inc. This page compares business models, financial performance, and market context in a neutral, accessible way to help readers understand each company’s positionin...

Why It's Moving

Roper Technologies

ROP Stock Gains Momentum as Institutional Buying Signals Confidence Amid Sector Strength

  • Large Capital Growth Fund added 5,351 ROP shares, betting on the company's resilient business model in a volatile environment.
  • Stock rebounded sharply with a 3.83% gain on Feb 18, outpacing the prior session's dip and highlighting short-term upside potential.
  • ROP's focus on high-margin software and engineered products positions it well within the tech sector's recovery narrative.
Sentiment:
🐃Bullish
Ubiquiti

UI Faces Analyst Clash Amid Earnings Beats and Downside Warnings

  • Q2 revenue rocketed 35.8% to a record $814.9M, smashing forecasts by over $66M and highlighting surging enterprise sales.
  • Earnings soared to $3.88 per share, a 38% beat that underscores operational firepower and margin expansion.
  • Mixed analyst calls persist: BWS Financial's $720 buy target contrasts Barclays' underweight stance, fueling -16% downside fears despite YTD gains over 120%.
Sentiment:
🌋Volatile

Investment Analysis

Pros

  • Roper Technologies has a diverse portfolio of vertical software and technology-enabled products across multiple international markets, supporting stable revenue streams.
  • The company demonstrated strong sales growth with a 13.94% increase in revenue to $7.04 billion and an 11.93% rise in earnings to $1.55 billion in 2024.
  • Analyst consensus is positive, with an average 'Buy' rating and a 12-month price target implying over 23% upside from current levels.

Considerations

  • Roper Technologies trades at a relatively high forward P/E ratio near 22, which could indicate some valuation risk amid market fluctuations.
  • With a beta of 1.0, the stock exhibits average market volatility, exposing it to broad market risks.
  • The modest dividend yield of 0.72% might be less attractive for income-focused investors compared to other tech or industrial peers.

Pros

  • Ubiquiti benefits from a strong market position in networking products, especially in wireless communications and enterprise Wi-Fi solutions.
  • The company has a substantial market capitalization close to $46 billion, reflecting investor confidence and scale.
  • Ubiquiti’s revenue of approximately $2.57 billion indicates solid sales performance in a competitive technology sector.

Considerations

  • Ubiquiti's revenue scale is significantly smaller than larger diversified industrial tech firms, which may limit growth opportunities in broader markets.
  • The company’s stock experienced a recent price decline around 2.3%, suggesting potential near-term headwinds or profit-taking.
  • There may be execution risks tied to maintaining competitive advantages as the networking industry faces rapid technological change and competition.

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Roper Technologies (ROP) Next Earnings Date

Roper Technologies (ROP) is scheduled to report its next earnings on April 27, 2026. This release will cover the first quarter of 2026, ending March 2026, consistent with the company's quarterly reporting pattern. Investors should monitor for pre-market or after-hours announcements, as is typical for ROP.

Ubiquiti (UI) Next Earnings Date

Ubiquiti Inc. (UI) has not confirmed its next earnings date, with estimates pointing to around May 8, 2026 based on historical patterns. This report will cover the third fiscal quarter of 2026 (Q3 2026), ending in March 2026. Investors should monitor official company announcements for the precise timing and details.

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