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NYSE:ROK

Rockwell Automation Inc. (ROK)

460.83
+3.24 (0.71%)
as of Jun 12, 2026, 2:25:38 pm Market Open.
38 watching
0
Investor Insights
star iconJun 11, 2026, 12:00 am

This summary was created by AI, based on 3 opinions in the last 12 months.

Rockwell Automation Inc. (ROK) has garnered positive reviews from experts, highlighting its strong potential in the growing automation sector, particularly as it has become the second-largest robotics manufacturer globally. The stock has recently seen a significant uptick, suggesting favorable market sentiment, with a noted increase of 23% over the past three months. Despite facing challenges such as a -20% earnings drop last year, the company has bounced back with in-line sales and earnings beats reported over the past year. Experts see continued growth potential in automation, with Rockwell positioned as a leading player benefiting from trends like re-shoring in the U.S., although there are concerns about tariffs affecting certain sectors. Overall, ROK is considered a fine long-term hold with strategic buying points identified for investors.

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Consensus
Buy
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Valuation
Fair Value
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ABB,ABB
BUY ON WEAKNESS

Does not own shares in company.
Higher wages and labor shortages will benefit company.
Automation will continue.
Current P/E ratio presenting good buying opportunity.

BUY

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research.

Rokwell is a $31.9B company that pays a dividend of 1.7%, has grown its sales decently over the past several years, but has shown good margin expansion. 
We like the industry that the company operates in. 
It has been using free cash to repurchase shares and pay down debt, and thereby strengthening its balance sheet position. 
We think that the company is heading in the right direction and we would be comfortable owning this name today. Unlock Premium - Try 5i Free

BUY
Roared during the pandemic but pulled back hard in the first half of 2022 due to supply chain problems. Since then, they have recovered. Just reported Q1 sales and earnings beats. Plus, they raised their guidance across the board.
BUY
Automation is a coming trend in American manufacturing as factories add automation in order to meet demand.
COMMENT
There's a strong secular tailwind for agriculture as well as capital expenditure to produce greater efficiency. She'd be looking at automation, like Rockwell and Honeywell. Then, how do you move those goods? Look at Union Pacific. There are various ways to play the industrial sector as you move into 2023. She expects capex in private and public levels to pick up in 2023 in the U.S. but also globally even with a (shallow) recession. This is a long-term trend. You can also play this the ETF, GUNR,
BUY
It's down far more than the market this year, but automation is important when there is a labour shortage now, leading to higher efficiency and productivity. They have a strong backlog as demand endures. They will benefit as production returns in the U.S. She remains overweight industrials.
DON'T BUY
The industrial group as a whole is under pressure. ROK broke its 200 day moving average at $305 and he is stepping away. The only industrial stocks are defense companies.
BUY ON WEAKNESS
They make equipment and software that lets companies automate their automation and saves labour costs. Buy on weakness. It's been hammered in this sell off, down 20% from its peak. They reported yesterday: an earnings beat, 17% organic growth, beating 13%, and maintained the full-year forecast. Of the latter, the street saw that as weakness and sold shares hard. He views that as cautious and smart.
BUY
Automation wins in a recovering economy and a very tight labour market. Rockwell's hardware and software helps industrial companies to automate and become more efficient. He's recommended this for the past year. They reported a mixed quarter last week: weaker sales thatn expected and a big earnings beat, though they forecast 14-17% organic growth while the street expects 7%. It hit an all-time high last week. At their investor day today they outlined a plan to raise sales from $7 billion last year to $9 billion in the near future.
WAIT

An industrial company, so it tends to find its peak period of seasonal strength between late September through to mid February. The gains during this period are quite phenomenal at about 22% on average over the past 20 years. Technicals are still positive, and it is still outperforming the market. He has $157 as the support. If it breaks that point, then you want to think about reducing your exposure. You should enter this closer to the period of seasonal strength in September.

TOP PICK
Global factory automation specialist and specialize in streamlining manufacturing operations. Companies are cash rich but don’t want to sign up in long-term deals with employees. This company helps them become more efficient. Companies are trying to compete with Asia where there is lower cost labour.
PAST TOP PICK
(A Top Pick Aug 31/05. Up 8.5%.) Still likes and could see holding the stock for a good long while.
TOP PICK
They retool plants to make them more automated through software, robotics, etc. Earnings growth is phenominal. Not that expensive. Good management.
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