Roper Technologies vs ASE Technology
Roper Technologies and ASE Technology are compared on this page to illuminate how their business models, financial performance, and market context differ. The aim is to present factual, accessible information about each company to help readers understand the landscape without making judgments. Educational content, not financial advice.
Roper Technologies and ASE Technology are compared on this page to illuminate how their business models, financial performance, and market context differ. The aim is to present factual, accessible inf...
Why It's Moving
Roper Technologies Hits 52-Week Low Amid Analyst Cuts and Earnings Worries, But Oversold Signals Hint at Rebound Potential.
- Multiple firms trimmed price targets—JPMorgan to $457 (Underweight), Mizuho to $419 (Underperform), and RBC to Sector Perform—citing AI threats and cyclical pressures eroding growth outlook.
- Stock's RSI dipped below 30 into oversold territory after a 6.2% four-week drop, suggesting selling exhaustion and potential bounce as it ranks as a Zacks #2 Buy.
- Company boosted quarterly dividend 10% to $0.91 per share and named new AI executives to bolster software growth, countering sector headwinds while maintaining Moderate Buy consensus.
Institutional Investors Pile into ASE Technology Amid Semiconductor Surge
- Ninety One North America boosted its ASE stake by 82.3% in Q3, adding over 224,000 shares to reach $5.51 million, reflecting strong institutional conviction in ASE's back-end manufacturing prowess.
- Stock price rose 10% in the past week to around $19.41 as of January 16, driven by sector tailwinds in high-bandwidth memory and AI applications that boost demand for ASE's testing services.
- Analysts upgraded ratings with a consensus Buy, underscoring ASE's strategic positioning in the expanding semiconductor supply chain despite upcoming Q4 earnings on February 5.
Roper Technologies Hits 52-Week Low Amid Analyst Cuts and Earnings Worries, But Oversold Signals Hint at Rebound Potential.
- Multiple firms trimmed price targets—JPMorgan to $457 (Underweight), Mizuho to $419 (Underperform), and RBC to Sector Perform—citing AI threats and cyclical pressures eroding growth outlook.
- Stock's RSI dipped below 30 into oversold territory after a 6.2% four-week drop, suggesting selling exhaustion and potential bounce as it ranks as a Zacks #2 Buy.
- Company boosted quarterly dividend 10% to $0.91 per share and named new AI executives to bolster software growth, countering sector headwinds while maintaining Moderate Buy consensus.
Institutional Investors Pile into ASE Technology Amid Semiconductor Surge
- Ninety One North America boosted its ASE stake by 82.3% in Q3, adding over 224,000 shares to reach $5.51 million, reflecting strong institutional conviction in ASE's back-end manufacturing prowess.
- Stock price rose 10% in the past week to around $19.41 as of January 16, driven by sector tailwinds in high-bandwidth memory and AI applications that boost demand for ASE's testing services.
- Analysts upgraded ratings with a consensus Buy, underscoring ASE's strategic positioning in the expanding semiconductor supply chain despite upcoming Q4 earnings on February 5.
Investment Analysis
Pros
- Roper Technologies delivered a stronger-than-expected EPS of $5.14 in Q3 2025, indicating solid profitability.
- The company has a $3 billion share repurchase program, reflecting management’s confidence in long-term value creation.
- Roper’s decentralized model and focus on vertical market software businesses drive consistent organic revenue growth, with 6% growth across all segments.
Considerations
- Despite the EPS beat, Q3 2025 revenue slightly missed expectations, causing the stock to decline nearly 9% pre-market.
- Roper’s valuation metrics, including a PE ratio near 31 and price/sales over 8, suggest the stock trades at a premium compared to peers.
- Liquidity ratios such as a quick ratio of 0.36 and current ratio of 0.46 indicate relatively low short-term liquidity.
Pros
- ASE Technology is a leading provider in advanced semiconductor packaging and testing, a critical sector in the semiconductor supply chain.
- The company benefits from strong demand driven by secular growth trends in semiconductors and electronics across multiple end markets.
- ASE has demonstrated solid operational efficiency and capacity expansion to meet rising customer needs.
Considerations
- ASE faces cyclical risks tied to semiconductor industry volatility, including demand fluctuations and inventory build-ups.
- Margin pressure is possible from rising raw material costs and competitive pricing in a highly commoditised market.
- Geopolitical tensions and trade restrictions involving China could impact ASE’s cross-border supply chain and sales exposure.
Roper Technologies (ROP) Next Earnings Date
Roper Technologies (ROP) is scheduled to report its next earnings on January 27, 2026, before the market opens. This release will cover the Q4 2025 period, aligning with the company's historical pattern of late-January announcements for year-end results. Investors should monitor for updates, as dates can occasionally shift.
ASE Technology (ASX) Next Earnings Date
ASE Technology Holding Co., Ltd. (ASX), the semiconductor services provider, has its next earnings date estimated for February 12, 2026, aligning with the consensus from multiple financial calendars based on historical patterns. This report will cover the fourth quarter of 2025 (period ending December 2025). Note that some sources suggest minor variations around early February, but February 12 reflects the most consistent projection as of now.
Roper Technologies (ROP) Next Earnings Date
Roper Technologies (ROP) is scheduled to report its next earnings on January 27, 2026, before the market opens. This release will cover the Q4 2025 period, aligning with the company's historical pattern of late-January announcements for year-end results. Investors should monitor for updates, as dates can occasionally shift.
ASE Technology (ASX) Next Earnings Date
ASE Technology Holding Co., Ltd. (ASX), the semiconductor services provider, has its next earnings date estimated for February 12, 2026, aligning with the consensus from multiple financial calendars based on historical patterns. This report will cover the fourth quarter of 2025 (period ending December 2025). Note that some sources suggest minor variations around early February, but February 12 reflects the most consistent projection as of now.
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