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With a market cap of $47.9 billion, Rockwell Automation, Inc. (ROK) is a global leader in industrial automation and digital transformation, helping businesses improve productivity and sustainability through technology. The company employs approximately 26,000 people and serves customers across more than 100 countries.
Shares of the industrial equipment and software maker have outperformed the broader market over the past 52 weeks. ROK stock has increased over 27% over this time frame, while the broader S&P 500 Index ($SPX) has rallied 19.5%. However, shares of the company are up 10.9% on a YTD basis, slightly lagging behind SPX’s 11.6% gain.
Focusing more closely, shares of the Milwaukee, Wisconsin-based company have also outpaced the State Street Industrial Select Sector SPDR ETF’s (XLI) 19.8% return over the past 52 weeks.
Rockwell Automation reported stronger-than-expected Q3 2026 results on Aug. 4, with adjusted EPS of $3.49 and sales of $2.31 billion. The strong performance was driven by continued demand in semiconductors, data centers and warehouse automation, alongside improving automotive and life-sciences activity, which helped lift adjusted EPS 22% year-over-year and enterprise operating margin to 22.3%.
Rockwell also raised its fiscal 2026 outlook, increasing its reported and organic sales growth range to 7.5% - 9.5% and adjusted EPS guidance to $13 - $13.30.
For the fiscal year ending in September 2026, analysts expect Rockwell Automation’s adjusted EPS to grow 25.6% year-over-year to $13.22. The company's earnings surprise history is promising. It topped the consensus estimates in each of the last four quarters.
Among the 25 analysts covering the stock, the consensus rating is a “Moderate Buy.” That’s based on 10 “Strong Buy” ratings and 15 “Holds.”
This configuration has remained unchanged over the past three months.
On Aug. 16, Bernstein raised its price target on Rockwell Automation to $514 and maintained a “Market Perform” rating.
The mean price target of $487.17 represents a 12.9% premium to ROK’s current price levels. The Street-high price target of $550 suggests a 27.5% potential upside.
On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
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