Rockwell Automation, Inc.

(New York Stock Exchange)
Back to all articles
Bullish +65

Rockwell Automation Stock Outlook: Is Wall Street Bullish or Bearish? - Barchart

AI-generated analysis

πŸ“ˆ ROK shares have surged 41.6% over the past 52 weeks and gained 12.1% year-to-date, significantly outperforming the S&P 500.

πŸ’° The company reported Q2 2026 revenue of $2.2 billion and adjusted EPS of $3.30, both surpassing analyst estimates.

πŸ“… Analysts expect full-year earnings to range between $12.50 and $13.10 per share with revenue projected at $8.9 billion.

πŸ‘₯ The stock holds a consensus 'Moderate Buy' rating from 24 analysts, including 10 'Strong Buys' and 14 'Holds'.

🎯 TD Cowen analyst Joseph C Giordano maintains a 'Hold' rating with a price target of $400.

πŸ“Š The mean analyst price target is $463.76, indicating a 6.3% premium over current market prices.

πŸš€ The Street-high price target of $525 suggests a potential 20.3% upside from current levels.

🏭 Rockwell Automation operates in three segments: Intelligent Devices, Software & Control, and Lifecycle Services.

Bullish Signals
  • ROK has outperformed the broader market with a 41.6% gain over the past year compared to the S&P 500's 25.1% return.
  • The company beat Wall Street estimates in Q2 2026, reporting revenue of $2.2 billion and adjusted EPS of $3.30.
  • Analysts project a 23.6% rise in EPS to $13.01 for the current fiscal year ending in September.
  • The stock has a solid earnings surprise history, surpassing consensus estimates in each of the last four quarters.
  • There is a Street-high price target of $525, suggesting up to 20.3% upside potential from current prices.
Risk Factors
  • TD Cowen analyst Joseph C Giordano maintains a 'Hold' rating with a price target of $400, which is below the mean analyst target.
  • The consensus rating includes 14 'Holds' out of 24 analysts covering the stock, indicating mixed sentiment among some experts.
Full Analysis
Rockwell Automation Inc. (ROK), a Milwaukee-based provider of industrial automation and digital transformation solutions, has significantly outperformed the broader market over the past year. The company operates in three segments: Intelligent Devices, Software & Control, and Lifecycle Services, with a current market capitalization of $48.5 billion. Shares have surged 41.6% over the last 52 weeks and gained 12.1% year-to-date, outpacing the S&P 500's returns of 25.1% and 8.6% respectively for the same periods. ROK also rallied alongside the State Street Industrials Select Sector SPDR ETF (XLI), rising 18.8% over the past year. On May 5, the company reported strong Q2 2026 earnings with revenue of $2.2 billion and adjusted EPS of $3.30, both beating Wall Street estimates. Analysts project full-year earnings between $12.50 and $13.10 per share on expected revenue of $8.9 billion. Analyst sentiment remains cautiously positive with a consensus 'Moderate Buy' rating from 24 analysts. While the mean price target of $463.76 suggests modest upside, TD Cowen analyst Joseph C Giordano maintains a 'Hold' rating with a $400 target, whereas the Street-high target reaches $525.