NASDAQ
ROP
10 stories
$36B Market cap · 2026-10-14
The VMS thesis: "AI is actually a tailwind" "I think most people -this is not a fact in dispute that AI is TAM expanding for software. The debate is who's going to be the claim that TAM expansion. We have a strong thesis that incumbents have a high, high, high right to win." $ROP
"I've never been more excited than I have in my career about the opportunity in front of us with AI. We are literally delivering a button when you press it magic happens. And I've always been in like the boring part of software and all of a sudden, software is not boring." $ROP https://t.co/AIQZYxhy8R
"Product velocity through agentic use cases has increased. We're going through a massive amount of commercial learnings right now. Agentic AI products are hitting the market... The surface area software has just expanded massively because of AI." - $ROP (Citi 2026 TMT)
"We have a business in pharmacy automation. Every prescription today has to be manually verified by a pharmacist today, it costs $1-$2. Our first agentic tool does that at a quality level that's higher than a human and we charge about $0.30. So very tangible ROI from day 1." $ROP
$ROP CFO on private equity being under pressure to return capital showing up in 2027. https://t.co/Xsd1BdKlNc
Portfolio update trimmed Greggs and Roper Technologies after earnings, with Roper raising guidance and Greggs reporting 7.2% revenue growth…
AI momentum trades are unwinding as leveraged products amplify volatility; TFS Financial offers a 7.5% yield on cost and potential upside…
Constellation Software and Roper Technologies became 13% and 16% holdings after an AI-driven software selloff, while Ashtead and Kraft…
Portfolio gained 0.6% in November and 22.9% in 2025, adding Floor & Decor and Copart while exiting West Pharmaceutical, Kraft Heinz, Novo…
DInvests portfolio gained 6.8% in October, buying Roper Technologies and B&M while adding to Kraft Heinz and Greggs and exiting…
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