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Rockwell Automation (ROK) has an average rating of overweight and mean price target of $470.52, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our target price to $550 from $465, valuing shares at 33.5x our FY 28 (Sep.) EPS outlook of $16.43 [FY 26 up to $13.00 (from $12.19) and FY 27 to $14.50 (from $13.69)], above ROK's long-term historical multiple average, warranted by structural improvements in margins and alignment to accelerating secular tailwinds. ROK achieved double-digit Y/Y growth in sales and earnings, underpinned by a robust 350-bp expansion in enterprise operating margin. Results were fueled by a broadening out of demand across growth verticals, with sales to e-commerce and warehouse automation surging over 30%, the data center business more than doubling, and semiconductors growing in the high teens. Growth was focused within the high-margin Software & Control business, which grew 17% organically on strong sales tied to ROK's Logix platform that itself grew over 20%. We expect secular demand drivers to remain intact looking ahead, with outsized growth from investments in manufacturing capacity, data centers, and semiconductors.
Matthew W. Fordenwalt, Senior Vice President of Lifecycle Services, on May 05, 2026, sold 600 shares in Rockwell Automation (ROK) for $269,748. Following the Form 4 filing with the SEC, Fordenwalt has control over a total of 4,507 common shares of the company, with 4,437 shares held directly and 70 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1024478/000197929526000007/xslF345X05/wk-form4_1778104592.xml
Rockwell Automation (ROK) has an average rating of overweight and mean price target of $453.88, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $455.42, Change: $+19.49, Percent Change: +4.47%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Rockwell Automation (ROK) delivered Q2 FY 26 (Sep.) results well above expectations, with sales reaching $2.2B (+12% Y/Y, +9% organic) and operating EPS of $3.30 (+32% Y/Y) vs. the consensus forecast of $2.88. The strong performance stemmed from operational execution and broad-based demand recovery in key business segments. Software & Control remained the growth engine, generating $684M in sales (+20% Y/Y) with operating margin expanding to an impressive 34.9% from 30.1% in the prior year, while Intelligent Devices hit $1B in sales (+13% Y/Y) with margin improving to 20.9% from 17.7%. ROK raised FY 26 EPS guidance to $12.50-$13.10 from $11.40-$12.20, reflecting a firming growth backdrop and increased confidence. The company sees solid momentum in the warehouse automation, data center, semiconductor, and energy end markets, with the high-margin software business bolstering earnings quality through volume growth and strong price realization, as favorable mix tailwinds support overall profitability expansion.
US equity futures were trending higher on Tuesday as traders await a fresh batch of corporate earnings and monitor developments in the Middle East.The S&P 500 and the Dow Jones Industrial Average rose 0.3% each in premarket activity, while the Nasdaq added 0.6%. The indexes finished the previous trading session lower.Shopify (SHOP), Pfizer (PFE), Duke Energy (DUK), KKR (KKR), Ferrari (RACE), American Electric Power (AEP), Transdigm (TDG), PayPal (PYPL) and Rockwell Automation (ROK) report their latest financial results before the bell, among others.Advanced Micro Devices (AMD), Arista Networks (ANET) and Strategy (MSTR) are expected to announce their earnings after the markets close.Shares of Palantir Technologies (PLTR) fell 3.3% pre-bell even though the software maker raised its full-year revenue outlook and reported first-quarter results above Wall Street's expectations. Pinterest (PINS) jumped 17% as the image-sharing platform company recorded better-than-expected first-quarter results.Investors were watching developments in the Middle East closely after a day of heightened tensions in the Strait of Hormuz. The US military destroyed six Iranian boats on Monday in the strait after Tehran attacked US Navy ships and commercial vessels, CNN reported, citing Admiral Brad Cooper, the head of the US Central Command. A senior Iranian military official reportedly disputed that claim.Iran fired missiles and drones at the United Arab Emirates, the UAE's Defense Ministry said in a post on X.President Donald Trump told Fox News on Monday that Iran will be "blown off the face of the Earth" if they attack US vessels that support his initiative to escort commercial ships through the Strait of Hormuz.West Texas Intermediate crude oil declined 2.2% to $104.09 a barrel before the opening bell, while Brent decreased 1.4% to $112.79."Absent a reopening of the strait within the next several weeks, the global oil market, in our view, is likely to enter a period of explicit demand rationing within the current quarter," Wells Fargo Investment Institute Chief Investment Officer Darrell Cronk said Monday.Tuesday's economic calendar has the international trade in goods and services report for March at 8:30 am ET, followed by the purchasing managers' index composite final report from S&P Global (SPGI) for April at 9:45 am.New home sales reports for February and March are expected to be out at 10 am, along with the Institute for Supply Management's services index for the previous month. The Job Openings and Labor Turnover Survey for March also posts at 10 am.Federal Reserve Vice Chair for Supervision Michelle Bowman is slated to speak at 10 am, while Fed Governor Michael Barr speaks at 12:30 pm.New York Fed President John Williams said Monday that the Middle East conflict could keep inflation elevated for some time.Treasury yields were down in premarket action, with the two-year rate retreating 2.8 basis points to 3.93% and the 10-year rate off 2.2 basis points to 4.42%.Gold inclined 0.7% to $4,563 per troy ounce, while bitcoin advanced 1% to $80,756.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We upgrade our view on shares of ROK to Buy from Hold and adjust our 12-month target to $465 from $430, valuing shares at 34x our FY 27 EPS outlook of $13.69 (up from $13.47; FY 26 EPS view adjusted to $12.19 from $12.02), roughly in line with the company's long-term historical multiple average. Safety stockpiling of inventory amid tariff concerns and supply chain pressures has thrust the manufacturing sector back into expansion, with orders and production currently in a state of growth. Additionally, we believe that as reshored manufacturing capacity increasingly comes online, that capital investment will ramp up specifically for automation systems and controls. As demand recovery broadens out, we believe that pricing realization will accompany volume growth and drive earnings expansion into the double digits for FY 26 and FY 27. Outside of market dynamics, we anticipate internal efforts to enhance efficiency and cut exposure to lower value products will bear fruit over the next several quarters.
