Latest news with #RoperTechnologies
Yahoo
4 days ago
- Business
- Yahoo
Cognizant (CTSH) Up 7.2% Since Last Earnings Report: Can It Continue?
It has been about a month since the last earnings report for Cognizant (CTSH). Shares have added about 7.2% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Cognizant due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts. It turns out, estimates revision have trended upward during the past month. At this time, Cognizant has an average Growth Score of C, though it is lagging a lot on the Momentum Score front with an F. However, the stock was allocated a grade of B on the value side, putting it in the second quintile for this investment strategy. Overall, the stock has an aggregate VGM Score of B. If you aren't focused on one strategy, this score is the one you should be interested in. Estimates have been trending upward for the stock, and the magnitude of these revisions looks promising. It comes with little surprise Cognizant has a Zacks Rank #2 (Buy). We expect an above average return from the stock in the next few months. Cognizant is part of the Zacks Computers - IT Services industry. Over the past month, Roper Technologies (ROP), a stock from the same industry, has gained 1.2%. The company reported its results for the quarter ended March 2025 more than a month ago. Roper Technologies reported revenues of $1.88 billion in the last reported quarter, representing a year-over-year change of +12%. EPS of $4.78 for the same period compares with $4.41 a year ago. For the current quarter, Roper Technologies is expected to post earnings of $4.82 per share, indicating a change of +7.6% from the year-ago quarter. The Zacks Consensus Estimate has changed +0.1% over the last 30 days. Roper Technologies has a Zacks Rank #3 (Hold) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of C. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Cognizant Technology Solutions Corporation (CTSH) : Free Stock Analysis Report Roper Technologies, Inc. (ROP) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
22-05-2025
- Business
- Yahoo
Roper Technologies to present at TD Cowen Technology Conference
SARASOTA, Fla., May 22, 2025 (GLOBE NEWSWIRE) -- Roper Technologies, Inc. (Nasdaq: ROP) announced that it is presenting at the TD Cowen 53rd Annual Technology, Media & Telecom Conference on Thursday, May 29, 2025 at 9:05 AM (Eastern Time) in New York, NY. A link to the webcast presentation will be available in the 'Investors' section of the Company's website at About Roper Technologies Roper Technologies is a constituent of the Nasdaq 100, S&P 500, and Fortune 1000. Roper has a proven, long-term track record of compounding cash flow and shareholder value. The Company operates market leading businesses that design and develop vertical software and technology enabled products for a variety of defensible niche markets. Roper utilizes a disciplined, analytical, and process-driven approach to redeploy its excess capital toward high-quality acquisitions. Additional information about Roper is available on the Company's website at Contact information: Investor Relations941-556-2601 investor-relations@ in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Finextra
19-05-2025
- Business
- Finextra
CSI names Nancy Langer as president and CEO
CSI, a leading provider of end-to-end financial software and technology, today announced the appointment of Nancy Langer as president, CEO and board member. 0 Langer brings more than 35 years of financial technology expertise to CSI, with a proven track record of driving growth and digital transformation. "Joining CSI is a full-circle moment in my career," Langer said. "I spent more than 20 years working with community banks at Metavante and FIS, where I developed a deep appreciation for their unique challenges and opportunities. Just as community banks across the country are seeking better ways to build personal relationships with their account holders, CSI is committed to outstanding customer service—a value I believe is the foundation for our continued success. My goal is simple: Inspire and foster a culture of innovation and growth while continuing to deliver an exceptional experience to our customers.' Langer succeeds David Culbertson, who will transition to the role of vice chair of the board and will work closely with Langer throughout the leadership transition. She most recently served as CEO of Transact Campus, which was acquired by Roper Technologies in 2024 and merged with CBORD. Under her leadership as CEO of the combined business, she successfully guided the company through its strategic acquisition and integration, positioning the combined entity as the leader in integrated payments and campus commerce technology in higher education, health care and senior living. "Nancy's history of transforming financial technology organizations makes her uniquely qualified to lead CSI's next phase of innovation," said Frank Martire, chair of the board. "Her proven ability to deliver results in complex markets will be instrumental as CSI expands its footprint with community financial institutions throughout the country. Nancy's client-first mindset will underscore the company's product roadmap, ensuring CSI technology enables bankers to drive revenue and better serve their account holders." Prior to Transact, Langer led CoreLogic's (now Cotality) largest division, Real Estate Tax and Payments. During her tenure, she grew the division's revenue by more than 50% and was instrumental in CoreLogic's successful exit sale to Stone Point Capital and Impact Partners. She also spearheaded the company's largest transformation initiative, delivering an industry-leading digital platform that dramatically enhanced client and consumer experience while improving efficiency and productivity. Langer's extensive background also includes leadership roles at Metavante and FIS, where she served as chief product officer and executive vice president and was responsible for enterprise-wide products, strategy, R&D and partner equity investments. She is considered an early pioneer in digital banking and online bill payment, having launched and led the consumer bill payment business at Metavante, growing it to serve more than 1,500 financial institutions worldwide. The impact of Langer's executive leadership transcends industries. Her accolades include 'Change Agent of the Year' by Women in Payments in 2025 and 'Top 50 Women of Influence' by HousingWire Magazine in 2019. She has served on the board of RBC Bank USA and currently serves on the board of directors for Nomis Solutions. Langer holds a bachelor's degree in management information systems from the University of Wisconsin-Eau Claire and is a graduate of the Northwestern University Kellogg School of Management executive leadership certificate program.
Yahoo
03-05-2025
- Business
- Yahoo
Does Roper Technologies (ROP) Hold a More Promising Outlook?
Conestoga Capital Advisors, an asset management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here. Equity markets started the year with a rally due to optimism about a strong economy and expectations of moderating inflation and lower interest rates. However, concerns over slowing earnings from major Technology companies, geopolitical tensions, and an upcoming announcement on tariffs led to a sharp decline in equities by the end of the first quarter. Investors sought safety, driving U.S. Treasury yields down. The Conestoga Small Cap Composite returned -11.35% (net) in the first quarter compared to the Russell 2000 Growth Index's -11.12% return. The Conestoga SMid Cap Composite returned -5.73% compared to the Russell 2500 Growth Index's -10.80% return. The Conestoga Micro-Cap Composite returned -8.24% vs the Russell Microcap Growth Index's return of -17.75%. Finally, the Conestoga Mid Cap Composite returned 0.96% (net), compared to the Russell Midcap Growth Index's -7.12% return. Please check the top 5 holdings of the fund for a better understanding of their best picks for 2025. In its first-quarter 2025 investor letter, Conestoga Capital Advisors highlighted stocks such as Roper Technologies, Inc. (NASDAQ:ROP). Roper Technologies, Inc. (NASDAQ:ROP) designs and develops software and technology-enabled products and solutions. The one-month return of Roper Technologies, Inc. (NASDAQ:ROP) was 2.91%, and its shares gained 7.81% of their value over the last 52 weeks. On May 1, 2025, Roper Technologies, Inc. (NASDAQ:ROP) stock closed at $557.59 per share with a market capitalization of $59.877 billion. Conestoga Capital Advisors stated the following regarding Roper Technologies, Inc. (NASDAQ:ROP) in its Q1 2025 investor letter: "Roper Technologies, Inc. (NASDAQ:ROP) is a diversified industrial and technology (license and Software-as-a-Service) consolidator with a long history of mid-teens free-cash-flow growth. ROP is a best-in-class operator and allocator of capital. In the quarter, the company experienced accelerating organic growth and bookings momentum, and management believes this year will be good for M&A activity (at more reasonable prices). For the last several years, ROP has faced numerous macroeconomic headwinds that appear to be abating, setting up a more promising outlook." A close-up of a fuel pump operated by a robotic arm, symbolizing the company's technology-driven industrial solutions. Roper Technologies, Inc. (NASDAQ:ROP) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 54 hedge fund portfolios held Roper Technologies, Inc. (NASDAQ:ROP) at the end of the fourth quarter compared to 40 in the third quarter. Roper Technologies, Inc.'s (NASDAQ:ROP total revenue grew 12% to $1.9 billion in the first quarter 2025. While we acknowledge the potential of Roper Technologies, Inc. (NASDAQ:ROP) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. In another article, we covered Roper Technologies, Inc. (NASDAQ:ROP) and shared stock picks from Charles Akre and John Neff with tremendous upside potential. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
03-05-2025
- Business
- Yahoo
Roper Technologies, Inc. (ROP): Among Charles Akre's and John Neff's Stock Picks With Huge Upside Potential
We recently published an article titled . In this article, we are going to take a look at where Roper Technologies, Inc. (NASDAQ:ROP) stands against the other stocks with huge upside potential according to Charles Akre and John Neff. The current market environment of the U.S. has volatility as its new norm, and prudent investors are seeking refuge in the guidance of seasoned experts. Among these experts is Charles Akre, the founder of Akre Capital Management. Charles Akre has curated a list of stocks poised for notable appreciation using his disciplined investment approach. He stepped away from PM role in 2020, however, even today Akre Capital's 9 of the top 10 stock holdings were initiated before 2020. Only one of the top 10 stocks was picked by John Neff who is in charge of portfolio management at Akre Capital. Today, we will be looking at 10 of the stocks picked by Charles Akre and John Neff, but we will also take a look at their upside potential. Before we dive into our picks, it is necessary to understand the market context that makes these stocks more attractive. READ ALSO: and . The performance of the market indices in the recent week suggests renewed investor confidence in equities. As per a report by the Wall Street Journal, this performance reflects optimism despite the economic data releases and corporate earnings reports showing adverse growth. Such market movements stress the significance of adopting a strategy when selecting a stock. The most often used and favored strategy involves letting yourself be guided by experienced investors like Akre. The forefront of this resurgence is that many growth stocks, including small caps, have outperformed their value counterparts in 2023. It does not undermine the value equities but projects the current preferences of the market for companies with significant growth prospects. Akre Capital's selections are in a perfect position to capitalize on this growing trend. Investors must understand that such outperformance is not just a short-term phenomenon, as historical data indicate that growth stocks have been consistent deliverers of massive returns over a longer period. From 2009 onward, growth stocks have dominated many investors' portfolios, except for a short period in 2022 when interest rate hikes affected their performance. According to CNBC, this long-term trend adds value to the investment strategy of focusing on growth. Additionally, the need to identify high-quality growth stocks is further emphasized with the market gains concentrated on a select group of mega-cap stocks. For instance, the Magnificent Seven has a collective market value of $11.5 trillion. Akre Capital's investment philosophy underpins this principle of making portfolio decisions by considering high-quality growth stocks. In this context, the ten picks we have brought you here from Akre Capital's portfolio are not just random selections but a list that is put together after going through the company's fundamentals and long-term growth potential with a keen eye for details. Akre Capital's approach remarkably aligns with the current market environment, where discerning investors tend to overcome market challenges by strengthening their portfolios using growth-oriented companies. Before we take a look at our top picks, it is imperative for investors to appreciate the strategic considerations that helped us in putting together our list. Our choices are not about merely capitalizing on current market trends. We ensured that our list results from a deep understanding of the factors driving sustainable growth. We compiled our list of Akre Capital's 10 stock picks with huge upside potential by following a few criteria. All the stocks in our list are part of Akre Capital's portfolio. Following this crucial criterion, we looked for stocks with a high percentage holding in the portfolio. This is to ensure that the article covers the top picks from renowned investors. Then, we looked at the upside potential of the stocks since they represent the future appreciation value of the investors' capital. We have used this upside potential to rank our picks as well. All the data in the article was taken from financial databases and analyst reports, with all information updated as of April 26, 2025. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A software engineer hunched over a laptop writing code, embodying the companies technical expertise. Based in Florida, a diversified technology company, Roper Technologies, Inc. (NASDAQ:ROP) develops software and engineered products for niche markets in healthcare, transportation, and education. The company has an asset-light business model that emphasizes recurring revenues through SaaS and cloud-based platforms. In the market, the company's decentralized operating model supports quick acquisition integration and organic growth in tough competition. Its portfolio comprises high-margin, mission-critical software solutions that provide enduring value across specialized industries with low cyclicality. Roper Technologies, Inc. (NASDAQ:ROP) has earned a 6.66% slot in Akre's portfolio. Though low compared to most other stocks on our list, the holding represents a bet on the company's future excellence. Organic sales balanced with inorganic sales have contributed to a free cash flow growth of 14% in 2024. Having successfully deployed $3.6 billion in vertical software businesses, leading the market, the company anticipates a total revenue growth of 10% or more in 2025. In Q4 2024, Roper Technologies, Inc. (NASDAQ:ROP) also announced that they have $5 billion in acquisition firepower, making the company completely ready to capture the M&A opportunities in the future. With a 19.24% upside, Roper Technologies, Inc. (NASDAQ:ROP) may not headline the usual tech chatter. However, it is one of Charles Akre's top-performing stocks, making it a worthy investment for those seeking long-term growth. Chuck Akre first bought the stock in 2014. Overall ROP ranks 3rd on our list of Charles Akre's and John Neff's stock picks with huge upside potential. While we acknowledge the 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. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than ROP but trades at less than 5 times its earnings, check out our report about this . READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey.
