Emerson Electric Co.

(New York Stock Exchange)
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Bullish +65

Emerson Electric stock rose 1.26 percent as TD Cowen lifted its target

Analyst upgrade Earnings report AI-generated analysis

📈 Emerson Electric stock rose 1.26 percent to USD 158.10 on September 25, 2026, following a price target lift from TD Cowen.

💰 The company reported adjusted EPS of USD 1.71, beating the consensus estimate of USD 1.68 by USD 0.03.

📊 Revenue reached USD 4.87 billion, exceeding the expected USD 4.80 billion for the quarter ended August 4, 2026.

🎯 TD Cowen raised its price target to USD 170.00 while maintaining a Hold rating on Emerson Electric stock.

🚀 Wells Fargo upgraded Emerson Electric to Strong Buy, contributing to a Moderate Buy consensus among analysts.

📅 Management guided for fiscal 2026 adjusted EPS between USD 6.45 and USD 6.55.

🔮 Q3 2026 adjusted EPS outlook is set between USD 1.65 and USD 1.70 according to Fortune transcripts.

📉 The stock trades at USD 158.10, which is 4.96 percent below its 52-week high of USD 166.35.

💼 Emerson Electric has a market capitalization of USD 88.6 billion as of September 25, 2026.

🏭 The company operates in the Industrials sector specializing in specialty industrial machinery.

Bullish Signals
  • Emerson Electric reported adjusted EPS of USD 1.71, beating the consensus estimate of USD 1.68 by USD 0.03 for the quarter ended August 4, 2026.
  • Revenue reached USD 4.87 billion, surpassing the expected USD 4.80 billion forecast for the same period.
  • TD Cowen lifted its price target to USD 170.00 from USD 150.00, indicating increased valuation potential despite a Hold rating.
  • Wells Fargo upgraded Emerson Electric to Strong Buy, reflecting positive sentiment from major financial institutions.
  • The stock rose 1.26 percent to USD 158.10 on September 25, 2026, driven by the combination of earnings beat and analyst actions.
Risk Factors
  • TD Cowen maintained a Hold rating despite raising the price target, signaling that the higher valuation is viewed as measured rather than fully bullish.
  • The stock trades at USD 158.10, which is 4.96 percent below its 52-week high of USD 166.35, suggesting room for further upside or potential resistance near recent highs.
Full Analysis
Emerson Electric stock rose 1.26 percent to reach USD 158.10 on September 25, 2026, driven by a price target lift from TD Cowen and an earnings beat. The company reported adjusted earnings per share of USD 1.71 for the quarter ended August 4, 2026, surpassing the consensus estimate of USD 1.68 by USD 0.03. Revenue also exceeded expectations, reaching USD 4.87 billion against a forecast of USD 4.80 billion. Analyst sentiment remains mixed but positive regarding valuation potential. TD Cowen raised its price target to USD 170.00 while maintaining a Hold rating, whereas Wells Fargo upgraded the stock to Strong Buy. The average analyst price target sits at USD 169.65 with a Moderate Buy consensus, suggesting investors view the higher valuation as a measured signal rather than a fully bullish outlook. Management provided fiscal 2026 adjusted EPS guidance ranging between USD 6.45 and USD 6.55, with Q3 2026 adjusted EPS expected between USD 1.65 and USD 1.70. With the stock trading 4.96 percent below its 52-week high of USD 166.35, market attention is focused on execution and demand recovery ahead of the next earnings update. Emerson Electric operates in the Industrials sector as a specialty industrial machinery manufacturer with a market capitalization of USD 88.6 billion. The trading session saw volume of 1,940,591 shares, indicating active investor interest following the positive earnings and analyst actions.