Rockwell Automation

ROK · NYSE

$427.77+$3.30 (+0.78%)TodayMarket closed · Oct 20, 4:05 PM ET

Prev close $424.47

ROK analyst rating

HoldConsensus of 18 analysts over the last 12 months. 44% rate it a buy.

Strong buy0
Buy8
Hold10
Underperform0
Sell0

12-month price target · 29 analysts

Average $482.26 (+12.7% upside)

Low: $287.56
Now: $427.77
High: $577.50

Upgrades and downgrades

The latest rating actions, newest first

ROK analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Mizuho	Oct 15, 2026	Maintains	Neutral	$445.00 → $430.00	66%
Wells Fargo	Sep 25, 2026	Initiates	Equal-Weight	$426.00	60%
Morgan Stanley	Sep 2, 2026	Maintains	Overweight	$525.00 → $545.00	68%
DA Davidson	Aug 21, 2026	Maintains	Neutral	$500.00 → $490.00	65%
Bernstein	Aug 14, 2026	Maintains	Market Perform	$501.00 → $514.00	25%
Citigroup	Aug 5, 2026	Maintains	Buy	$555.00 → $536.00	63%
Evercore ISI Group	Aug 5, 2026	Maintains	In-Line	$480.00 → $485.00	35%
Citigroup	Jul 13, 2026	Maintains	Buy	$500.00 → $555.00	63%
DA Davidson	Jun 16, 2026	Initiates	Neutral	$500.00	65%
TD Cowen	May 13, 2026	Maintains	Hold	$350.00 → $400.00	88%

The case for and against

Updated Oct 16, 2026

Bull case

Rockwell Automation is supported by a clear cyclical recovery, with organic sales growth inflecting after five sequential declines and FY26 guidance raised to roughly $9.0B of sales and $13.00-$13.30 in adjusted EPS, suggesting management sees improving end demand and pricing resilience. Its positive outlook also rests on structural growth drivers: ARR is now above $830M, over 10% of sales, and the Plex and Fiix acquisitions strengthened its software stack, MES capabilities, and recurring revenue mix. Looking into FY27, consensus appears achievable at about $9.5B of sales, +5.5-7.5% organic growth, and ~45% incremental margins, while strong free cash flow and buybacks should further support EPS expansion.

Bear case

Rockwell Automation is facing a cautious outlook because ongoing trade tension, tariff uncertainty, and armed conflict are slowing customer decision-making and delaying factory and automotive spending, especially in the automotive and consumer packaged goods verticals that represent roughly 35% of sales combined. Its services spending has already been deprioritized, tempering ARR gains, while a pullback in global industrial capex and weaker automation spending as a share of total capex could further pressure growth and project timing. With macro uncertainty and project delays pointing to only a +5% sales CAGR for FY26-FY28 and FY28 adjusted EPS near ~$14.00, the stock appears vulnerable if valuation reverts toward historical norms.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.