Regal Rexnord

RRX · NYSE

$156.03−$1.50 (−0.95%)TodayMarket closed · Oct 20, 4:05 PM ET

Prev close $157.53

RRX analyst rating

BuyConsensus of 10 analysts over the last 12 months. 90% rate it a buy.

Strong buy0
Buy9
Hold1
Underperform0
Sell0

12-month price target · 12 analysts

Average $246.57 (+58.0% upside)

Low: $218.16
Now: $156.03
High: $288.75

Upgrades and downgrades

The latest rating actions, newest first

RRX analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Citigroup	Oct 12, 2026	Maintains	Buy	$220.00 → $200.00	61%
JP Morgan	Oct 9, 2026	Maintains	Overweight	$240.00 → $196.00	27%
Oppenheimer	Oct 8, 2026	Maintains	Outperform	$245.00 → $200.00	68%
Keybanc	Aug 6, 2026	Maintains	Overweight	$265.00 → $240.00	21%
Deutsche Bank	Jul 20, 2026	Initiates	Buy	$286.00	68%
Citigroup	Jul 14, 2026	Maintains	Buy	$240.00 → $260.00	61%
DA Davidson	Jun 16, 2026	Initiates	Buy	$260.00	65%
JP Morgan	May 26, 2026	Maintains	Overweight	$230.00 → $240.00	27%
Keybanc	May 7, 2026	Maintains	Overweight	$255.00 → $265.00	66%
Citigroup	Apr 13, 2026	Maintains	Buy	$230.00 → $240.00	61%

The case for and against

Updated Oct 17, 2026

Bull case

Regal Rexnord is attractive because its new CEO Aamir Paul brings relevant data center expertise that should improve execution, while the company’s accelerating AMC demand profile is being powered by robust orders in data centers, aerospace, medical, and discrete automation. The data center opportunity is especially compelling, with about $180 million of 2026 sales expected to grow to roughly $240 million in CY27, $735 million of ePOD orders already received, and about $840 million of total AMC data center sales implied for CY27. Fundamentally, deleveraging and improving free cash flow should lower interest expense by about $35 million in 2026 and another $40 million in CY27, supporting earnings growth as margin headwinds from tariffs and mix gradually fade.

Bear case

Regal Rexnord is facing a fundamentally challenged outlook because management has already trimmed 2027E adj. EPS to $13.05 from $13.50, reflecting weaker assumptions in PES and IPS and signaling less confidence in near-term earnings momentum. Sustained customer share loss, commodity inflation, and higher investment costs tied to data center growth could limit revenue expansion, squeeze margins, and weigh on free cash generation, while working capital needs may slow deleveraging and interest expense savings. Although ePOD adds growth potential with $120M+ of adj. EBITDA expected for 2027, the stock remains exposed to execution risk, especially if additional wins do not materialize in 2H26 or if data center construction delays disrupt the thesis.

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.