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2026-10-22 12:24 2d ago
2026-10-22 07:00 2d ago
Rockwell Automation to Report Fourth Quarter and Full Year Fiscal 2026 Results and Introduce Fiscal 2027 Guidance
ROK Rockwell Automation
FMP Stock News
Original source text
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MILWAUKEE--(BUSINESS WIRE)--Rockwell Automation, Inc. (NYSE: ROK) is scheduled to report its fourth quarter and full year fiscal 2026 results as well as introduce fiscal 2027 guidance on Thursday, Nov. 5, before the market opens. The release will be posted on the Rockwell Investor Relations website at www.rockwellautomation.com/en-us/investors.html.

A conference call to discuss the quarterly results will be held at 7:30 a.m. CST on Nov. 5. This call will be audio webcast and accessible on the Rockwell Automation Investor Relations website. Presentation materials will also be available on the website prior to the call.

Interested parties can access the conference call by dialing +1 585-542-9983 in the United States or +1 833-461-5787 toll-free. International dial-in numbers are available here. The Meeting ID is 697888635. Please dial in 10 minutes prior to the start of the call.

A replay of the call will be available on the Investor Relations section of the Rockwell Automation website through Dec. 7.

About Rockwell Automation

Rockwell Automation, Inc. (NYSE: ROK), is a global leader in industrial automation and digital transformation. We connect the imaginations of people with the potential of technology to expand what is humanly possible, making the world more productive and more sustainable. Headquartered in Milwaukee, Wisconsin, Rockwell Automation employs approximately 26,000 problem solvers dedicated to our customers in more than 100 countries as of fiscal year end 2026. To learn more about how we are bringing the Connected Enterprise to life across industrial enterprises, visit www.rockwellautomation.com.

More News From Rockwell Automation, Inc.

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2026-10-22 12:24 2d ago
2026-10-22 08:00 2d ago
Rockwell Automation Expands FactoryTalk Conductor with NVIDIA Nemotron Support
ROK Rockwell Automation
FMP Stock News
Original source text
Manufacturers gain additional deployment flexibility for industrial AI orchestration through support for NVIDIA Nemotron models MILWAUKEE, Oct. 22, 2026 /PRNewswire/ -- Rockwell Automation, Inc. (NYSE: ROK), the world's largest company dedicated to industrial automation and digital transformation, today announced support for NVIDIA Nemotron open models within FactoryTalk® Conductor™, its AI-native orchestration platform for industrial automation. Building on the recent introduction of FactoryTalk Conductor, support for NVIDIA Nemotron models expands deployment flexibility for manufacturers adopting industrial AI.
2026-10-21 16:33 3d ago
2026-10-21 10:46 3d ago
Here's Why Rockwell Automation (ROK) is a Strong Growth Stock
ROK Rockwell Automation
FMP Stock News
Original source text
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
2026-10-21 11:27 3d ago
2026-10-21 07:00 3d ago
Rockwell Automation Introduces FactoryTalk Conductor, an AI-Native Orchestration Platform for Industrial Automation
ROK Rockwell Automation
FMP Stock News
Original source text
New software connects AI agents, skills and workflows across the automation lifecycle

, /PRNewswire/ -- Rockwell Automation, Inc. (NYSE: ROK), the world's largest company dedicated to industrial automation and digital transformation, today announced the introduction of FactoryTalk® Conductor™, a new AI-native orchestration platform designed to coordinate AI-powered work across the industrial automation lifecycle, creating a foundation for AI-enabled workflows from system design through operation and maintenance. The software will make its public debut at Automation Fair® 2026 in Boston, where attendees will receive an exclusive first look ahead of its planned commercial availability in the first quarter of 2027.

Rockwell Automation Introduces FactoryTalk Conductor, an AI-Native Orchestration Platform for Industrial Automation According to Rockwell Automation's 2026 State of Smart Manufacturing Report, one-third of manufacturing operations are already AI-augmented, with adoption expected to accelerate in the years ahead. As manufacturers move from AI experimentation to broader deployment, they need practical ways to connect technology, workflows and expertise. FactoryTalk Conductor is designed to meet that need through a single platform that brings AI together across engineering environments.

"The next phase of industrial AI will be defined by orchestration rather than individual copilots," said Craig Resnick, Vice President, ARC Advisory Group. "Manufacturers need AI technologies that can coordinate tasks across software systems, engineering tools and operational data. FactoryTalk Conductor reflects the industry's evolution toward agentic automation by bringing AI agents, workflows and industrial expertise together in a unified environment."

FactoryTalk Conductor enables users to initiate engineering tasks using natural language and intelligently connects the software, AI capabilities and workflows needed to complete them. At launch, the platform will integrate with Studio 5000 Logix Designer®, Logix Echo™, Emulate3D® and FactoryTalk® Optix™, providing coverage across key design, development, simulation and testing workflows. Additional integrations across Rockwell Automation's software portfolio, including FactoryTalk® Design Studio™, FactoryTalk® Historian, Plex® and Fiix®, are planned to follow, expanding AI-powered workflows across the industrial automation lifecycle.

"What makes FactoryTalk Conductor unique is the combination of AI orchestration and trusted industrial expertise," said Matheus Bulho, senior vice president, software & control, Rockwell Automation. "Customers can leverage Rockwell Automation-verified agents and skills, create capabilities tailored to their business, and connect AI across software, data and services. This creates a scalable foundation for accelerating engineering work while maintaining the standards required in industrial environments."

Key benefits include:

Supporting enterprise AI and governance requirements, giving organizations the flexibility to leverage FactoryTalk Hub-hosted AI services or connect their preferred large or small language models, including locally hosted open-weight models that can help reduce ongoing token consumption costs. Accelerating engineering workflows across the automation lifecycle by coordinating activities across design, development, testing and verification environments. Reducing complexity across software applications by enabling AI-powered workflows that span Studio 5000 Logix Designer, Logix Echo, Emulate3D, FactoryTalk Optix and other Rockwell Automation solutions. Applying AI with greater confidence and reliability through Rockwell Automation-developed integrations that connect software, data and services across industrial operations. Extending trusted automation expertise through Rockwell Automation-verified agents and skills, helping teams accelerate work with capabilities purpose-built for industrial applications. Manufacturers attending Automation Fair 2026 will be able to experience FactoryTalk Conductor demonstrations across multiple show floor experiences, including Technology & Services Showcase, Industry Pavillion, Innovations, as well as dedicated technical sessions.

Additional information about FactoryTalk Conductor and Automation Fair can be found at www.rockwellautomation.com.

Frequently Asked Questions

What is FactoryTalk Conductor?
FactoryTalk Conductor is an AI-native orchestration platform that connects AI agents, skills, workflows and automation software to help engineers accelerate system design, development and testing activities through natural language interactions and trusted industrial expertise.

How is FactoryTalk Conductor different from an AI copilot?
While traditional AI copilots assist with individual tasks, FactoryTalk Conductor enables multiple AI agents, workflows and software tools to work together across engineering processes. This enables broader automation of complex, multi-step activities that span applications, data sources and teams.

When will FactoryTalk Conductor be available?
FactoryTalk Conductor will be previewed at Automation Fair 2026 in Boston and is expected to be commercially available in the first quarter of 2027.

What Rockwell Automation products can FactoryTalk Conductor work with?
FactoryTalk Conductor is designed to work across a growing portfolio of Rockwell Automation software. At launch, it will support Studio 5000 Logix Designer®, Logix Echo™, Emulate3D® and FactoryTalk® Optix™, with additional integrations planned for FactoryTalk® Design Studio™, FactoryTalk® Historian, Plex®, Fiix® and other solutions over time.

Can customers create and deploy their own AI agents and skills?
Yes. In addition to Rockwell Automation-verified agents and skills, customers can create and deploy their own agents and skills to support company standards, industry requirements and unique engineering workflows

About Rockwell Automation

Rockwell Automation, Inc. (NYSE: ROK), is a global leader in industrial automation and digital transformation. We connect the imaginations of people with the potential of technology to expand what is humanly possible, making the world more productive and more sustainable. Headquartered in Milwaukee, Wisconsin, Rockwell Automation employs approximately 26,000 problem solvers dedicated to our customers in more than 100 countries. To learn more about how we are bringing the Connected Enterprise® to life across industrial enterprises, visit www.rockwellautomation.com.

SOURCE Rockwell Automation, Inc.
2026-10-20 15:32 4d ago
2026-10-20 10:00 4d ago
Braskem Strengthens Industrial Cybersecurity with SecureOT Platform by Rockwell Automation
ROK Rockwell Automation
FMP Stock News
Original source text
Global chemical manufacturer partners with Rockwell to gain real-time visibility into OT assets across more than 39 facilities

, /PRNewswire/ -- Rockwell Automation, Inc. (NYSE: ROK), the world's largest company dedicated to industrial automation and digital transformation, today announced that Braskem, the largest polyolefins producer in the Americas and global leader in the production of biopolymers on an industrial scale, is using SecureOT™ Platform to strengthen its cybersecurity posture across its global industrial operations.

For manufacturers, cybersecurity has quickly moved from a background IT issue to a front-line operational concern. In Rockwell's latest State of Smart Manufacturing report, cybersecurity ranked as the second leading external risk, one that's only going to intensify as manufacturers accelerate digital transformation and integrate IT and OT systems. Braskem faced this challenge firsthand. Operating dozens of global facilities across diverse regions, the company continuously strives to advance its cybersecurity capabilities. The diversity of technologies and equipment vendors across its operational environment reinforced the importance of having a consolidated, real-time view of OT assets to support decision-making and risk management.

"One of the biggest challenges in OT cybersecurity is knowing exactly what is connected to your environment and understanding where your risks exist," said Arron Nelson, industrial cybersecurity & infrastructure specialist at Braskem. "As cyber threats continue to evolve, including those leveraging AI, organizations need better visibility to make informed decisions. SecureOT gives us a stronger understanding of our OT assets and helps us take a more proactive approach to securing critical operations."

Since deploying vendor-neutral SecureOT Platform, Braskem's teams have already experienced significant improvements in how they manage operational risk. In addition to maintaining an up-to-date asset inventory across its OT environments, Braskem now accelerates vulnerability remediation prioritization and enhances its ability to demonstrate compliance during audits. Within the first eight months, SecureOT Platform has been deployed across more than 39 industrial global facilities. Braskem has mapped and catalogued more than 3,000 assets, completed 100% project preparation and achieved 95% infrastructure readiness.

"Today's industrial operators can't protect what they can't see," said Rick Kaun, global director, cybersecurity services at Rockwell Automation. "Organizations like Braskem are turning to SecureOT Platform as an asset-centric and contextual inventory to help them move away from inaccurate, ill-fitting or even manual approaches to OT asset inventory and toward automated visibility that equips them to confront the realities of global OT cybersecurity. By integrating asset visibility, vulnerability management and managed detection services into one vendor-neutral framework, we help organizations contextualize, prioritize and reduce risk, maintain uptime and build sustainable, resilient operations."

To learn more about SecureOT Platform, click here.

About Braskem
With a global vision of the future oriented towards people and sustainability, Braskem is committed to contributing to the value chain for strengthening the Circular Economy. The petrochemical company's almost 8,000 team members dedicate themselves every day to improving people's lives through sustainable chemicals and plastics solutions. Braskem has an innovative DNA and a comprehensive portfolio of thermoplastic resins and chemical products for diverse segments, such as food packaging, construction, manufacturing, automotive, agribusiness, healthcare, and hygiene, among others. With 39 industrial units in Brazil, the United States, Mexico, and Germany, Braskem markets its products to clients in more than 70 countries. For more information, visit www.braskem.com.

About Rockwell Automation
Rockwell Automation, Inc. (NYSE: ROK), is a global leader in industrial automation and digital transformation. We connect the imaginations of people with the potential of technology to expand what is humanly possible, making the world more productive and more sustainable. Headquartered in Milwaukee, Wisconsin, Rockwell Automation employs approximately 26,000 problem solvers dedicated to our customers in more than 100 countries as of fiscal year end 2025. To learn more about how we are bringing the Connected Enterprise® to life across industrial enterprises, visit www.rockwellautomation.com.

SOURCE Rockwell Automation, Inc.
2026-10-18 14:16 6d ago
2026-10-18 04:05 6d ago
4,058 Rockwell Automation, Inc. $ROK Shares Sold by Birch Hill Investment Advisors LLC
ROK Rockwell Automation
FMP Stock News
Original source text
Birch Hill Investment Advisors LLC cut its position in Rockwell Automation, Inc. (NYSE:ROK – Free Report) by 2.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 181,995 shares of the industrial products company’s stock after selling 4,058 shares during the quarter. Rockwell Automation comprises about 3.4% of Birch Hill Investment Advisors LLC’s holdings, making the stock its 9th largest position. Birch Hill Investment Advisors LLC owned about 0.16% of Rockwell Automation worth $79,228,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the company. Virtus Advisers LLC purchased a new stake in Rockwell Automation during the second quarter valued at about $25,000. MV Capital Management Inc. bought a new position in Rockwell Automation during the fourth quarter worth about $28,000. Cassaday & Co Wealth Management LLC bought a new position in Rockwell Automation during the first quarter worth about $31,000. Elevation Wealth Partners LLC increased its stake in shares of Rockwell Automation by 700.0% in the second quarter. Elevation Wealth Partners LLC now owns 88 shares of the industrial products company’s stock worth $44,000 after purchasing an additional 77 shares in the last quarter. Finally, Lodestone Wealth Management LLC purchased a new position in shares of Rockwell Automation in the third quarter worth about $40,000. Hedge funds and other institutional investors own 75.75% of the company’s stock.

Insider Activity In related news, CFO Christian E. Rothe sold 590 shares of the company’s stock in a transaction that occurred on Thursday, August 20th. The shares were sold at an average price of $434.30, for a total transaction of $256,237.00. Following the sale, the chief financial officer owned 10,429 shares of the company’s stock, valued at approximately $4,529,314.70. This represents a 5.35% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, SVP Matheus De A. G. Viera Bulho sold 467 shares of the stock in a transaction that occurred on Monday, August 31st. The stock was sold at an average price of $426.96, for a total transaction of $199,390.32. Following the completion of the sale, the senior vice president owned 1,267 shares in the company, valued at $540,958.32. This represents a 26.93% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 2,711 shares of company stock valued at $1,164,880 over the last ninety days. 0.76% of the stock is owned by insiders.

Analyst Ratings Changes Several analysts have recently issued reports on the stock. Deutsche Bank Aktiengesellschaft boosted their price target on shares of Rockwell Automation from $469.00 to $500.00 and gave the company a “hold” rating in a research report on Wednesday, September 30th. DA Davidson dropped their price target on shares of Rockwell Automation from $500.00 to $490.00 and set a “neutral” rating on the stock in a research note on Friday, August 21st. Robert W. Baird set a $514.00 price objective on shares of Rockwell Automation in a report on Wednesday, August 5th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Rockwell Automation in a research note on Monday, September 14th. Finally, Argus lifted their price objective on shares of Rockwell Automation from $465.00 to $530.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. Nine research analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $468.00. Read Our Latest Stock Report on Rockwell Automation

Rockwell Automation Stock Performance Shares of ROK opened at $425.64 on Friday. The stock’s 50-day simple moving average is $432.23 and its 200 day simple moving average is $439.19. The stock has a market capitalization of $47.27 billion, a price-to-earnings ratio of 39.89, a price-to-earnings-growth ratio of 2.02 and a beta of 1.51. The company has a debt-to-equity ratio of 0.74, a quick ratio of 0.74 and a current ratio of 1.08. Rockwell Automation, Inc. has a 52-week low of $343.81 and a 52-week high of $497.36.

Rockwell Automation (NYSE:ROK – Get Free Report) last issued its earnings results on Tuesday, August 4th. The industrial products company reported $3.49 EPS for the quarter, topping the consensus estimate of $3.38 by $0.11. Rockwell Automation had a return on equity of 39.83% and a net margin of 13.39%. The business had revenue of $2.31 billion during the quarter, compared to the consensus estimate of $2.24 billion. During the same quarter last year, the company earned $2.82 EPS. The firm’s revenue was up 7.9% compared to the same quarter last year. Rockwell Automation has set its FY 2026 guidance at 13.000-13.300 EPS. Research analysts forecast that Rockwell Automation, Inc. will post 13.26 EPS for the current fiscal year.

(Free Report)

Rockwell Automation, Inc is a global provider of industrial automation and digital transformation technologies. The company helps manufacturers and other industrial organizations improve productivity, quality, safety, and operational efficiency by connecting industrial equipment, control systems, software, and data.

Its offerings include programmable logic controllers, industrial computers, motor control and drives, sensors, safety systems, human-machine interfaces, and other control and electrical products.

Featured Articles Five stocks we like better than Rockwell Automation Rocket Lab’s Neutron Delay Leaves Wall Street Bullish But Raises the Stakes for 2027 ManpowerGroup Stock Sinks on Q3 Results, But Fundamentals Stay Solid Does the AI Selloff Put Alphabet’s Breakout in Doubt? Bank Earnings Are Mixed—These 2 ETFs Offer Very Different Paths to a Recovery Want to see what other hedge funds are holding ROK? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Rockwell Automation, Inc. (NYSE:ROK – Free Report).

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2026-10-15 12:33 9d ago
2026-10-15 07:00 9d ago
Hitachi Energy and Rockwell Automation Unite Power and Automation to Help Industries Accelerate Electrification
ROK Rockwell Automation
FMP Stock News
Original source text
ZURICH & MILWAUKEE--(BUSINESS WIRE)--Hitachi Energy, a global leader in electrification, and Rockwell Automation, Inc. (NYSE: ROK), the world's largest company dedicated to industrial automation and digital transformation, announced today a collaboration centered on an integrated grid-to-process architecture that combines the infrastructure powering industrial facilities with the systems that manage production. As industrial companies face rising power demand, growing pressure to decarbonize, a.
2026-10-14 16:51 10d ago
2026-10-14 12:41 10d ago
MKSI vs. ROK: Which Stock Is the Better Value Option?
ROK Rockwell Automation
FMP Stock News
Original source text
Investors looking for stocks in the Electronics - Miscellaneous Products sector might want to consider either MKS (MKSI - Free Report) or Rockwell Automation (ROK - Free Report) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.

There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank favors stocks with strong earnings estimate revision trends, and our Style Scores highlight companies with specific traits.

MKS and Rockwell Automation are both sporting a Zacks Rank of #2 (Buy) right now. This means that both companies have witnessed positive earnings estimate revisions, so investors should feel comfortable knowing that both of these stocks have an improving earnings outlook. However, value investors will care about much more than just this.

Value investors analyze a variety of traditional, tried-and-true metrics to help find companies that they believe are undervalued at their current share price levels.

The Value category of the Style Scores system identifies undervalued companies by looking at a number of key metrics. These include the long-favored P/E ratio, P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that help us determine a company's fair value.

MKSI currently has a forward P/E ratio of 18.85, while ROK has a forward P/E of 28.90. We also note that MKSI has a PEG ratio of 0.52. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. ROK currently has a PEG ratio of 2.04.

Another notable valuation metric for MKSI is its P/B ratio of 5.6. Investors use the P/B ratio to look at a stock's market value versus its book value, which is defined as total assets minus total liabilities. By comparison, ROK has a P/B of 13.73.

Based on these metrics and many more, MKSI holds a Value grade of B, while ROK has a Value grade of D.

Both MKSI and ROK are impressive stocks with solid earnings outlooks, but based on these valuation figures, we feel that MKSI is the superior value option right now.
2026-10-13 11:08 11d ago
2026-10-13 07:00 11d ago
Rockwell Automation Advances Integrated Architecture Portfolio with CompactLogix 5390 Controller
ROK Rockwell Automation
FMP Stock News
Original source text
 New controller delivers enhanced performance, integrated safety and cybersecurity capabilities to help machine builders meet evolving operational and regulatory demands

, /PRNewswire/ -- Rockwell Automation, Inc. (NYSE: ROK), the world's largest company dedicated to industrial automation and digital transformation, today announced the launch of its CompactLogix® 5390 controller, the latest advancement in the Integrated Architecture® controller family designed to help machine builders and manufacturers optimize performance, security, safety, data and flexibility in modern automation environments.

Rockwell Automation advances Integrated Architecture portfolio with CompactLogix 5390 controller Industrial operations are becoming more connected and data-intensive, placing greater demands on control systems. To remain competitive, OEMs and end users must manage higher capacity applications, integrated safety, cybersecurity and operational visibility. Meeting these requirements and delivering more intelligent solutions often introduces additional complexity and engineering effort.

Expanding the proven Logix platform, CompactLogix 5390 controllers bring together built-in cybersecurity, integrated safety and enhanced performance in a single control platform. With security capabilities aligned to IEC 62443-4-2 and readiness for the EU Cyber Resilience Act, the controller helps machine builders address evolving global requirements while simplifying machine design.

Support for local PointMax™ I/O enables more modular architectures, while a footprint that is 43% smaller than previous CompactLogix 5380 controllers helps reduce panel space requirements and standardize designs across machine families. Together, these capabilities help customers manage increasingly sophisticated automation applications with less complexity.

"Manufacturers and machine builders are being asked to do more than deliver performance. They must also address increasingly stringent cybersecurity and safety requirements while managing larger, more connected operations," said Siva Iyyamperumal, senior product manager at Rockwell Automation. "CompactLogix 5390 controllers bring these capabilities together in a single platform, helping customers simplify machine design, support regulatory readiness and scale advanced automation applications with confidence."

Built-in security and safety capabilities help machine builders reduce risk, simplify compliance efforts and prepare for evolving global regulations without adding complexity to machine architecture.

CompactLogix 5390 controllers are designed to work seamlessly within the Rockwell Automation Integrated Architecture ecosystem and expand the company's compact performance offering, which brings together control, I/O, visualization, motion, safety and information technologies in a streamlined architecture for machine builders and OEMs. The controller integrates with PointMax I/O, Kinetix® motion solutions, PowerFlex® drives, Stratix® networking technologies, FactoryTalk® Design Studio™ software and other visualization solutions.

This integrated approach helps simplify engineering workflows, reduce commissioning risk and provide a scalable path from standalone machines to complex production systems.

Learn more about the CompactLogix 5390 controller on Rockwell's website or contact your distributor.   

FAQ

How do CompactLogix 5390 controllers support compact performance?
CompactLogix 5390 controllers expand the compact performance offering from Rockwell Automation, providing machine builders and OEMs with integrated control, I/O, visualization, motion, safety and information technologies to build higher-performing, safer, more secure and data-driven machines. 

Who is this solution for?
This solution is designed for OEMs, systems integrators and end users who need a high-performance, scalable control and information platform to support more complex machines, process skids and production systems while preparing for future operation demands.

How does this help manufacturers?
CompactLogix 5390 controllers help manufacturers improve productivity, flexibility and operational efficiency with enhanced processing power, expanded scalability and modern connectivity. They enable faster machine performance, support growing application requirements, and provide a seamless path to integrate data, diagnostics and advanced technologies across operations.

About Rockwell Automation
Rockwell Automation, Inc. (NYSE: ROK), is a global leader in industrial automation and digital transformation. We connect the imaginations of people with the potential of technology to expand what is humanly possible, making the world more productive and more sustainable. Headquartered in Milwaukee, Wisconsin, Rockwell Automation employs approximately 26,000 problem solvers dedicated to our customers in more than 100 countries as of fiscal year end 2025. To learn more about how we are bringing Connected Enterprise to life across industrial enterprises, visit www.rockwellautomation.com.

SOURCE Rockwell Automation, Inc.
2026-10-12 15:29 12d ago
2026-10-12 10:50 12d ago
Here's Why Rockwell Automation (ROK) is a Strong Momentum Stock
ROK Rockwell Automation
FMP Stock News
Original source text
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.

Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.

It also includes access to the Zacks Style Scores.

What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.

Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.

The Style Scores are broken down into four categories:

Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.

Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.

Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.

VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.

Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.86% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.

That's where the Style Scores come in.

You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.

Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.

For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Rockwell Automation (ROK - Free Report) Based in Milwaukee, WI, Rockwell Automation provides industrial automation and information solutions worldwide. The company has a wide network spanning more than 100 countries. The United States generates around 50% of the company’s total sales. Outside the United States, the company’s primary markets are Canada, China, Mexico, Italy, and the United Kingdom.

ROK is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.

Momentum investors should take note of this Computer and Technology stock. ROK has a Momentum Style Score of A, and shares are up 1% over the past four weeks.

Six analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.09 to $13.25 per share. ROK boasts an average earnings surprise of +9.8%.

With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, ROK should be on investors' short list.
2026-10-07 07:44 17d ago
2026-10-07 02:15 17d ago
Rockwell Automation, Inc. (NYSE:ROK) Stock Has Consensus Target Price of $469.82 According to Brokerages
ROK Rockwell Automation
FMP Stock News
Original source text
Shares of Rockwell Automation, Inc. (NYSE:ROK – Get Free Report) have received an average recommendation of “Hold” from the twenty-two ratings firms that are covering the company, MarketBeat Ratings reports. Thirteen analysts have rated the stock with a hold rating and nine have given a buy rating to the company. The average 12 month price target among brokerages that have issued a report on the stock in the last year is $469.82.

ROK has been the topic of several recent analyst reports. Zacks Research lowered shares of Rockwell Automation from a “strong-buy” rating to a “hold” rating in a report on Thursday, July 30th. Morgan Stanley upped their price target on shares of Rockwell Automation from $525.00 to $545.00 and gave the stock an “overweight” rating in a research report on Wednesday, September 2nd. The Goldman Sachs Group decreased their price target on shares of Rockwell Automation from $510.00 to $485.00 and set a “neutral” rating on the stock in a report on Wednesday, September 30th. Evercore set a $485.00 price objective on Rockwell Automation in a report on Wednesday, August 5th. Finally, Robert W. Baird set a $514.00 price target on Rockwell Automation in a research report on Wednesday, August 5th.

Read Our Latest Stock Report on ROK

Rockwell Automation Trading Down 1.1% Shares of ROK opened at $450.29 on Wednesday. Rockwell Automation has a fifty-two week low of $332.71 and a fifty-two week high of $497.36. The company has a market capitalization of $50.00 billion, a PE ratio of 42.20, a price-to-earnings-growth ratio of 2.16 and a beta of 1.51. The stock has a fifty day moving average of $436.80 and a two-hundred day moving average of $435.61. The company has a debt-to-equity ratio of 0.74, a quick ratio of 0.74 and a current ratio of 1.08. Rockwell Automation (NYSE:ROK – Get Free Report) last announced its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $3.49 EPS for the quarter, beating analysts’ consensus estimates of $3.38 by $0.11. Rockwell Automation had a return on equity of 39.83% and a net margin of 13.39%.The business had revenue of $2.31 billion during the quarter, compared to the consensus estimate of $2.24 billion. During the same quarter in the previous year, the business earned $2.82 earnings per share. The business’s revenue for the quarter was up 7.9% on a year-over-year basis. Rockwell Automation has set its FY 2026 guidance at 13.000-13.300 EPS. As a group, analysts forecast that Rockwell Automation will post 13.25 EPS for the current year.

Rockwell Automation announced that its board has initiated a stock repurchase program on Tuesday, June 9th that allows the company to buyback $1.00 billion in shares. This buyback authorization allows the industrial products company to purchase up to 2% of its stock through open market purchases. Stock buyback programs are typically an indication that the company’s leadership believes its shares are undervalued.

Insider Buying and Selling at Rockwell Automation In related news, CFO Christian E. Rothe sold 590 shares of the business’s stock in a transaction that occurred on Thursday, August 20th. The stock was sold at an average price of $434.30, for a total transaction of $256,237.00. Following the transaction, the chief financial officer directly owned 10,429 shares of the company’s stock, valued at approximately $4,529,314.70. The trade was a 5.35% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, VP Isaac Woods sold 154 shares of Rockwell Automation stock in a transaction that occurred on Tuesday, September 8th. The shares were sold at an average price of $432.62, for a total transaction of $66,623.48. Following the sale, the vice president owned 1,858 shares in the company, valued at $803,807.96. This represents a 7.65% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last 90 days, insiders have sold 2,711 shares of company stock worth $1,164,880. Insiders own 0.76% of the company’s stock.

Institutional Trading of Rockwell Automation Large investors have recently modified their holdings of the business. Polaris Financial Partners purchased a new position in Rockwell Automation in the third quarter valued at about $42,000. CX Institutional raised its stake in shares of Rockwell Automation by 16.1% in the 3rd quarter. CX Institutional now owns 1,024 shares of the industrial products company’s stock valued at $446,000 after purchasing an additional 142 shares in the last quarter. Versant Capital Management Inc raised its stake in Rockwell Automation by 3.4% during the third quarter. Versant Capital Management Inc now owns 1,206 shares of the industrial products company’s stock valued at $525,000 after buying an additional 40 shares in the last quarter. Montecito Bank & Trust raised its position in shares of Rockwell Automation by 5.3% during the 3rd quarter. Montecito Bank & Trust now owns 1,287 shares of the industrial products company’s stock valued at $560,000 after acquiring an additional 65 shares in the last quarter. Finally, QRG Capital Management Inc. raised its holdings in shares of Rockwell Automation by 10.5% during the second quarter. QRG Capital Management Inc. now owns 3,968 shares of the industrial products company’s stock worth $1,964,000 after purchasing an additional 376 shares during the period. 75.75% of the stock is currently owned by institutional investors and hedge funds.

Rockwell Automation Company Profile (Get Free Report)

Rockwell Automation, Inc is a global provider of industrial automation and digital transformation technologies. The company helps manufacturers and other industrial organizations improve productivity, quality, safety, and operational efficiency by connecting industrial equipment, control systems, software, and data.

Its offerings include programmable logic controllers, industrial computers, motor control and drives, sensors, safety systems, human-machine interfaces, and other control and electrical products.

See Also Five stocks we like better than Rockwell Automation Constellation Energy’s Google Deal Shows Why Nuclear Uprates Matter for AI Lamb Weston’s Turnaround Is Starting to Look Real These 3 Stocks Got the Most Love From Analysts in September Record French Debt Could Create Opportunities for U.S. Market Operators

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2026-10-05 18:59 19d ago
2026-10-05 13:15 19d ago
A Manufacturing Surprise Could Be a Big Win for These 2 Companies
ROK Rockwell Automation
FMP Stock News
Original source text
Amid inflation, soaring diesel prices, and a lackluster employment report, investors will take any good news about the state of the U.S. economy that they can. In late September, a bright spot emerged when the S&P Global U.S. Manufacturing PMI reached 57, its highest level in 52 months.
2026-10-05 16:33 19d ago
2026-10-05 10:45 19d ago
Here's Why Rockwell Automation (ROK) is a Strong Growth Stock
ROK Rockwell Automation
FMP Stock News
Original source text
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.

The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.

Zacks Premium includes access to the Zacks Style Scores as well.

What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.

Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.

The Style Scores are broken down into four categories:

Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.

Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.

Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.

VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.

#1 (Strong Buy) stocks have produced an unmatched +23.86% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.

But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.

That's where the Style Scores come in.

To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.

The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.

A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Rockwell Automation (ROK - Free Report) Based in Milwaukee, WI, Rockwell Automation provides industrial automation and information solutions worldwide. The company has a wide network spanning more than 100 countries. The United States generates around 50% of the company’s total sales. Outside the United States, the company’s primary markets are Canada, China, Mexico, Italy, and the United Kingdom.

ROK is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.

Additionally, the company could be a top pick for growth investors. ROK has a Growth Style Score of A, forecasting year-over-year earnings growth of 25.8% for the current fiscal year.

10 analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.19 to $13.25 per share. ROK also boasts an average earnings surprise of +9.8%.

With a solid Zacks Rank and top-tier Growth and VGM Style Scores, ROK should be on investors' short list.
2026-10-01 17:04 23d ago
2026-10-01 10:43 23d ago
Harpak-ULMA Launches Hygienic Robotic Loading Platform with Integrated Rockwell Automation Controls
ROK Rockwell Automation
FMP Stock News
Original source text
TAUNTON, Mass.--(BUSINESS WIRE)-- #automatedpackaging--Harpak-ULMA today introduces a family of robotic loading platforms that combine purpose-built hygienic construction with robot motion programmed directly in a Rockwell Automation PLC. Designed for applications including cheese, fresh meat and snacks, the platform brings robotic loading and packaging equipment into the same Logix programming environment, allowing plant teams to support both with familiar tools. The platform locates, inspects, picks and loads food.
2026-10-01 14:37 23d ago
2026-10-01 10:00 23d ago
90% of Life Sciences Manufacturers Say Digital Transformation Is Now Business-Critical, According to New Rockwell Automation Report
ROK Rockwell Automation
FMP Stock News
Original source text
New research shows manufacturers are investing in connected data, cybersecurity and AI to improve quality, strengthen regulatory readiness and enhance operational performance

, /PRNewswire/ -- Rockwell Automation, Inc. (NYSE: ROK), the global leader in industrial automation and digital transformation, today released "The New Operating Model for Life Sciences Manufacturing: Moving from Compliance to Continuous Readiness," an industry insights report based on input from manufacturing and industrial operations decision-makers in the life sciences industry. The new report examines how manufacturers are building digital foundations to keep pace with an industry that is changing fast.

90% of Life Sciences Manufacturers Say Digital Transformation Is Now Business-Critical, According to New Rockwell Automation Report According to Rockwell Automation's State of Smart Manufacturing research, 90% of life sciences manufacturers say digital transformation is necessary, and 58% have deployed smart manufacturing technologies at scale or across parts of their operations.

As manufacturers continue to modernize, the report highlights how connected data, cybersecurity and validated AI applications can help improve visibility, strengthen quality processes and support continuous readiness.

Key findings from the report include:

Technology investment is tied to business outcomes, not just capability: AI and machine learning (46%), process automation (44%) and cybersecurity (39%) are the technologies life sciences manufacturers expect to drive the biggest business outcomes. Manufacturers are prioritizing these investments to improve quality (43%), digitize operations (36%) and reduce risk (35%). AI adoption is accelerating faster than data readiness: Among manufacturers already using AI, 64% plan to expand its use within the next year, and 49% expect to increase investment over the next five years. Yet only 32% say they effectively use more than half the data they collect. Cybersecurity has become a lifecycle requirement: 54% of life sciences organizations experienced at least one cyberattack in the past year, with the greatest exposure coming from IT systems and enterprise networks (41%), remote access and connected equipment (33%) and IT/OT integration points (29%). "Manufacturers used to treat regulatory readiness as a project — something they ramped up for," said Matt Weaver, vice president, global industry – life sciences, Rockwell Automation. "Now, it has to be a daily discipline built into how the facility runs. The companies connecting their data, securing systems and validating AI deployments today are the ones that will be ready for what comes next from regulators or from the market."

The report also outlines seven actions life sciences manufacturers can take to build a foundation for continuous readiness, including evidence management, cyber resilience, industrial data operations, defined AI use cases, and AI governance. Read the full report — The New Operating Model for Life Sciences Manufacturing: Moving from Compliance to Continuous Readiness — HERE.

Frequently Asked Questions:

What is continuous readiness?
Continuous readiness is an organization's ability to maintain real-time operational visibility, data integrity, and validated control across connected systems to seamlessly adapt to regulatory shifts, scale digital transformation, and drive ongoing performance.

How can life sciences manufacturers get more value from their digital investments?
Life sciences manufacturers can get more value from digital investments by connecting data, systems and workflows across production, quality, engineering and business functions. This creates greater visibility across operations, supports faster decision-making and establishes a trusted foundation for advanced capabilities such as AI, predictive analytics and continuous improvement programs.

How are life sciences manufacturers using AI?
According to the research, life sciences manufacturers plan to use AI and machine learning over the next 12 months to improve quality control (50%), cybersecurity (45%) and process optimization (44%).

Methodology
The data cited in this report is based on the responses of 104 managers and executives from Life Sciences manufacturers, original equipment manufacturers (OEMs), system integrators and engineering procurement companies (EPCs) in 16 countries. It is part of Rockwell Automation's 11th annual State of Smart Manufacturing report, which surveyed 1,560 decision makers across various industries and was conducted in association with Sapio Research and Rockwell Automation. 

About Rockwell Automation
Rockwell Automation, Inc. (NYSE: ROK), is a global leader in industrial automation and digital transformation. We connect the imaginations of people with the potential of technology to expand what is humanly possible, making the world more productive and more sustainable. Headquartered in Milwaukee, Wisconsin, Rockwell Automation employs approximately 26,000 problem solvers dedicated to our customers in more than 100 countries as of fiscal year end 2025. To learn more about how we are bringing the Connected Enterprise® to life across industrial enterprises, visit www.rockwellautomation.com.

SOURCE Rockwell Automation, Inc.
2026-09-30 14:09 24d ago
2026-09-30 07:22 24d ago
Is ROK Overvalued? DCF Says Worth $144
ROK Rockwell Automation
FMP Stock News
Original source text
On September 30, 2026, we conducted a DCF analysis for Rockwell Automation Inc ROK to assess its intrinsic value in light of its recent price performance. The stock has shown a year-to-date increase of 12.0% and a remarkable 26.9% rise over the past year. However, our analysis reveals a significant discrepancy between the current market price and intrinsic value estimates.

DCF Earnings-based intrinsic value: $143.95 vs current price: $431.53 (margin of safety: -199.8%) DCF FCF-based intrinsic value: $143.32 (second opinion confirms overvaluation) GF Score™: 85/100, indicating a high level of reliability in the DCF inputs What Is ROK Worth? DCF Earnings-Based Model The DCF earnings-based model employs a two-stage approach to estimate Rockwell Automation's intrinsic value. In the first stage, we project earnings growth over the next ten years, followed by a terminal phase with a reduced growth rate. Below are the assumptions used in our model:

Parameter Value Current EPS (TTM, excl. non-recurring) $11.99 10-Year Growth Rate 6.8% 10-Year Treasury Rate 5.22% Discount Rate (ceil(Treasury) + 6%) 12% Terminal Growth Rate 4% In the growth phase (Years 1-10), we estimate that EPS will grow at 6.8% annually, discounted at 12%. In the terminal phase (Years 11-20), we assume a slower growth rate of 4%, also discounted at 12%. The calculation summary is as follows:

Stage Description Value Growth Stage (Years 1-10) EPS growing at 6.8%, discounted at 12% $93.21 Terminal Stage (Years 11-20) 4% terminal growth, discounted at 12% $50.74 Intrinsic Value Growth + Terminal $143.95 With the current price at $431.53, the stock is significantly overvalued, presenting a margin of safety of -199.8%. It is important to note that GuruFocus utilizes EPS excluding non-recurring items, as research indicates a stronger correlation between stock prices and earnings than with free cash flow. For further calculations, you can visit the ROK DCF Calculator.

What Does the Free Cash Flow DCF Say? The intrinsic value based on the free cash flow (FCF) model is estimated at $143.32, which corroborates the findings from the earnings-based DCF model. Both models indicate that Rockwell Automation is significantly overvalued, with a margin of safety of -201.1%. This alignment between the two valuation methods reinforces the conclusion drawn from the earnings DCF.

How Does GF Value™ Compare to the DCF Models? The GF Value™ for Rockwell Automation stands at $324.17, providing a third perspective on the stock's valuation. GF Value™ is a proprietary measure from GuruFocus, calculated based on historical trading multiples, past business growth, and future performance estimates. All three models—DCF earnings, DCF FCF, and GF Value™—concur that the stock is overvalued, which adds to the confidence in this valuation assessment. For more insights, visit the GF Value™ page.

What Does ROK's GF Score™ Tell Us? The GF Score™ evaluates a company's fundamentals, including financial strength, profitability, growth potential, valuation, and momentum. Rockwell Automation's GF Score™ is 85/100, indicating strong fundamentals, while its predictability rank is 0/5 stars. This low predictability suggests that the DCF model may be less reliable for this stock, as higher predictability typically correlates with more dependable estimates. Below is a summary of ROK's scores:

Metric Rating GF Score™ 85/100 Financial Strength 6/10 Profitability 9/10 Growth 6/10 Valuation 5/10 Momentum 8/10 For more details, visit the ROK stock page.

Key Assumptions and Limitations It is essential to recognize that DCF models are highly sensitive to the assumptions made regarding growth and discount rates. Stocks with low predictability ratings, such as Rockwell Automation, tend to yield less reliable DCF estimates. The terminal growth rate of 4% is a simplifying assumption that may not reflect future economic conditions accurately.

What This Means for Investors In summary, all three valuation models—DCF earnings, DCF FCF, and GF Value™—indicate that Rockwell Automation is significantly overvalued. The consensus among these models suggests caution for investors considering this stock. Additionally, the guru ownership signal shows that 12 gurus currently hold the stock, with 3 adding and 7 trimming their positions in recent quarters. This mixed activity, coupled with insider selling of $64.9M over the past year, adds further weight to the overvaluation narrative. For a deeper dive into the DCF analysis, check out the ROK DCF Calculator.

Frequently Asked Questions What is ROK's intrinsic value based on DCF?

Answer: earnings-based $143.95, FCF-based $143.32.

Is ROK overvalued or undervalued?

Answer: Both DCF and GF Value™ consensus indicate ROK is overvalued.

How reliable is the DCF model for ROK?

Answer: The predictability rank is 0/5, suggesting lower reliability for the DCF model.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

Disclosures I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.
2026-09-30 11:43 24d ago
2026-09-30 07:00 24d ago
Rockwell Automation to Host Annual Investor Meeting
ROK Rockwell Automation
FMP Stock News
Original source text
MILWAUKEE--(BUSINESS WIRE)--Rockwell Automation, Inc. (NYSE: ROK) will host its annual investor meeting on Wednesday, Nov. 18, in conjunction with the company's Automation Fair® being held at the Thomas M. Menino Convention & Exhibition Center in Boston, Massachusetts. The public webcast portion of the meeting will begin at approximately 9:45 a.m. ET with presentations by Blake Moret, Chairman and CEO, and other senior leadership. The presentation will outline Rockwell's long-term business.
2026-09-29 18:35 25d ago
2026-09-29 12:00 25d ago
PBS Biotech Industrializes Cell Therapy Development with Rockwell Automation
ROK Rockwell Automation
FMP Stock News
Original source text
PBS Biotech Industrializes Cell Therapy Development with Rockwell AutomationPR Newswire

MILWAUKEE, Sept. 29, 2026

Leading bioreactor manufacturer accelerates time-to-results and simplifies global deployment with standardized automation

, /PRNewswire/ -- Rockwell Automation, Inc. (NYSE: ROK), the world's largest company dedicated to industrial automation and digital transformation, today announced that PBS Biotech, a leading manufacturer of single-use bioreactor systems, embedded Rockwell Automation technology into its multi-parallel bioreactor platform to accelerate cell therapy process development and support seamless scale-up to commercial manufacturing.

Advanced Therapeutic Medicinal Products (ATMP) organizations face growing pressure to accelerate process development while enabling scalability, reproducibility and regulatory readiness. Across the industry, low-throughput, iterative workflows, manual processes, non-standardized environments and dependence on proprietary or PC-based systems slow progress, introduce variability and increase risk as therapies advance toward commercialization.

To help its customers overcome these challenges, PBS Biotech partnered with Rockwell Automation to embed standardized, globally recognized automation in its MiniPRO™ platform — a closed, automated bioreactor system with up to 24 independently controlled bioreactors that enables parallel process development. The platform uses FactoryTalk® software and the Process Library to deliver integrated, real-time process control and visibility within a scalable automation environment that can seamlessly integrate into a larger PlantPAx® distributed control system (DCS) used to automate an entire cell-therapy facility.

"Rockwell technologies let us provide industrial-grade control of critical process parameters, so users are generating high-quality process data in an environment that looks and feels like commercial manufacturing," said Sharon Harvey, director of product management and strategy, PBS Biotech. "That's really advantageous because developers are able to introduce this during the product development stage and then evolve towards clinical and commercial manufacturing with history and control."

The Advanced Regenerative Manufacturing Institute (ARMI), a member-based, nonprofit organization whose mission is to advance the bioeconomy of the United States, was an early adopter of the PBS platform.

"Typically, you don't see this control in a system as small as the MiniPRO," said Tom Bollenbach, chief technology officer at ARMI. "With our first integrated manufacturing line, our biggest challenge was getting the process control system to sequentially hand off between subsystems. Because the MiniPRO has Rockwell controls, system integration is streamlined. When we talk to the supervisory system that makes hand-offs happen, it's very easy to get them to talk to each other. That enables us to build bigger manufacturing lines."

PBS Biotech has demonstrated that process performance on the MiniPRO is consistent with its larger-scale Vertical-Wheel® bioreactors, allowing developers to generate manufacturing-relevant data as programs advance. That continuity, combined with the platform's compatibility with widely used automation environments, supports more predictable transfer into Good Manufacturing Practice (GMP) settings.

"As cell therapy programs advance, seamless tech transfers between development outputs and manufacturing requirements help reduce risk during scale-up," said Matt Weaver, vice president, global industry - life sciences, Rockwell Automation. "By introducing a widely used automation platform during process development, the MiniPRO helps teams preserve process knowledge and control as they progress toward clinical and commercial manufacturing."

To read the full PBS Biotech case study, click here.

About Rockwell Automation
Rockwell Automation, Inc. (NYSE: ROK), is a global leader in industrial automation and digital transformation. We connect the imaginations of people with the potential of technology to expand what is humanly possible, making the world more productive and more sustainable. Headquartered in Milwaukee, Wisconsin, Rockwell Automation employs approximately 26,000 problem solvers dedicated to our customers in more than 100 countries as of fiscal year end 2025. To learn more about how we are bringing the Connected Enterprise® to life across industrial enterprises, visit www.rockwellautomation.com.

About PBS Biotech ("PBS")
PBS Biotech is a leading manufacturer of single-use bioreactor systems and provider of process development services. The Company's proprietary Vertical-Wheel® technology enables scalable, low-shear mixing for a wide range of cell therapy and cell culture applications. PBS Biotech's vision is to become the world's standard manufacturing platform for allogeneic cell-based therapies. To learn more, visit pbsbiotech.com.

View original content to download multimedia:https://www.prnewswire.com/news-releases/pbs-biotech-industrializes-cell-therapy-development-with-rockwell-automation-302892985.html

SOURCE Rockwell Automation, Inc.
2026-09-29 16:05 25d ago
2026-09-29 11:00 25d ago
PBS Biotech Industrializes Cell Therapy Development with Rockwell Automation
ROK Rockwell Automation
FMP Stock News
Original source text
Leading bioreactor manufacturer accelerates time-to-results and simplifies global deployment with standardized automation

, /PRNewswire/ -- Rockwell Automation, Inc. (NYSE: ROK), the world's largest company dedicated to industrial automation and digital transformation, today announced that PBS Biotech, a leading manufacturer of single-use bioreactor systems, embedded Rockwell Automation technology into its multi-parallel bioreactor platform to accelerate cell therapy process development and support seamless scale-up to commercial manufacturing.

PBS Biotech partnered with Rockwell Automation to embed standardized, globally recognized automation in its MiniPRO™ platform. Advanced Therapeutic Medicinal Products (ATMP) organizations face growing pressure to accelerate process development while enabling scalability, reproducibility and regulatory readiness. Across the industry, low-throughput, iterative workflows, manual processes, non-standardized environments and dependence on proprietary or PC-based systems slow progress, introduce variability and increase risk as therapies advance toward commercialization.

To help its customers overcome these challenges, PBS Biotech partnered with Rockwell Automation to embed standardized, globally recognized automation in its MiniPRO™ platform — a closed, automated bioreactor system with up to 24 independently controlled bioreactors that enables parallel process development. The platform uses FactoryTalk® software and the Process Library to deliver integrated, real-time process control and visibility within a scalable automation environment that can seamlessly integrate into a larger PlantPAx® distributed control system (DCS) used to automate an entire cell-therapy facility.

"Rockwell technologies let us provide industrial-grade control of critical process parameters, so users are generating high-quality process data in an environment that looks and feels like commercial manufacturing," said Sharon Harvey, director of product management and strategy, PBS Biotech. "That's really advantageous because developers are able to introduce this during the product development stage and then evolve towards clinical and commercial manufacturing with history and control."

The Advanced Regenerative Manufacturing Institute (ARMI), a member-based, nonprofit organization whose mission is to advance the bioeconomy of the United States, was an early adopter of the PBS platform.

"Typically, you don't see this control in a system as small as the MiniPRO," said Tom Bollenbach, chief technology officer at ARMI. "With our first integrated manufacturing line, our biggest challenge was getting the process control system to sequentially hand off between subsystems. Because the MiniPRO has Rockwell controls, system integration is streamlined. When we talk to the supervisory system that makes hand-offs happen, it's very easy to get them to talk to each other. That enables us to build bigger manufacturing lines."

PBS Biotech has demonstrated that process performance on the MiniPRO is consistent with its larger-scale Vertical-Wheel® bioreactors, allowing developers to generate manufacturing-relevant data as programs advance. That continuity, combined with the platform's compatibility with widely used automation environments, supports more predictable transfer into Good Manufacturing Practice (GMP) settings.

"As cell therapy programs advance, seamless tech transfers between development outputs and manufacturing requirements help reduce risk during scale-up," said Matt Weaver, vice president, global industry - life sciences, Rockwell Automation. "By introducing a widely used automation platform during process development, the MiniPRO helps teams preserve process knowledge and control as they progress toward clinical and commercial manufacturing."

To read the full PBS Biotech case study, click here.

About Rockwell Automation
Rockwell Automation, Inc. (NYSE: ROK), is a global leader in industrial automation and digital transformation. We connect the imaginations of people with the potential of technology to expand what is humanly possible, making the world more productive and more sustainable. Headquartered in Milwaukee, Wisconsin, Rockwell Automation employs approximately 26,000 problem solvers dedicated to our customers in more than 100 countries as of fiscal year end 2025. To learn more about how we are bringing the Connected Enterprise® to life across industrial enterprises, visit www.rockwellautomation.com.

About PBS Biotech ("PBS") 
PBS Biotech is a leading manufacturer of single-use bioreactor systems and provider of process development services. The Company's proprietary Vertical-Wheel® technology enables scalable, low-shear mixing for a wide range of cell therapy and cell culture applications. PBS Biotech's vision is to become the world's standard manufacturing platform for allogeneic cell-based therapies. To learn more, visit pbsbiotech.com.

SOURCE Rockwell Automation, Inc.
2026-09-28 18:02 26d ago
2026-09-28 12:40 26d ago
KE or ROK: Which Is the Better Value Stock Right Now?
ROK Rockwell Automation
FMP Stock News
Original source text
Investors interested in Electronics - Miscellaneous Products stocks are likely familiar with Kimball Electronics (KE) and Rockwell Automation (ROK). But which of these two stocks is more attractive to value investors?
2026-09-24 16:15 1mo ago
2026-09-24 10:50 1mo ago
Here's Why Rockwell Automation (ROK) is a Strong Momentum Stock
ROK Rockwell Automation
FMP Stock News
Original source text
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.

Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.

It also includes access to the Zacks Style Scores.

What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.

Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.

The Style Scores are broken down into four categories:

Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.

Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.

Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.

VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.

How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.

#1 (Strong Buy) stocks have produced an unmatched +23.8% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.

With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.

That's where the Style Scores come in.

You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.

Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.

Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Rockwell Automation (ROK - Free Report) Based in Milwaukee, WI, Rockwell Automation provides industrial automation and information solutions worldwide. The company has a wide network spanning more than 100 countries. The United States generates around 50% of the company’s total sales. Outside the United States, the company’s primary markets are Canada, China, Mexico, Italy, and the United Kingdom.

ROK is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.

Momentum investors should take note of this Computer and Technology stock. ROK has a Momentum Style Score of A, and shares are up 0.3% over the past four weeks.

For fiscal 2026, 10 analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.18 to $13.24 per share. ROK boasts an average earnings surprise of +9.8%.

With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, ROK should be on investors' short list.
2026-09-24 13:46 1mo ago
2026-09-24 08:00 1mo ago
Rockwell Automation Announces Executive Leadership Team Role Transitions
ROK Rockwell Automation
FMP Stock News
Original source text
MILWAUKEE--(BUSINESS WIRE)--Rockwell Automation, Inc. (NYSE:ROK), the world's largest company dedicated to industrial automation and digital transformation, today announced internal leadership transitions for its Global Sales & Marketing team and Intelligent Devices and Lifecycle Services operating segments. The following changes will be effective on October 1, 2026.Tessa Myers, currently senior vice president, Intelligent Devices, will succeed Scott Genereux as senior vice president and Chi.
2026-09-22 15:16 1mo ago
2026-09-22 09:00 1mo ago
More Than One-Third of Industrial Organizations See Cybersecurity Risk as a Top Obstacle to Growth, New Global Study Finds
ROK Rockwell Automation
FMP Stock News
Original source text
Industrial companies are increasing cybersecurity investment as connected operations, AI adoption and IT/OT convergence expand operational risk MILWAUKEE, Sept. 22, 2026 /PRNewswire/ -- Rockwell Automation, Inc. (NYSE: ROK), the world's largest company dedicated to industrial automation and digital transformation, today released "Operational Resilience in the Age of Connectivity," an industry insights report based on input from 1,500 manufacturing and industrial operations decision makers across 17 countries.
2026-09-21 09:38 1mo ago
2026-09-21 02:03 1mo ago
Rockwell Automation Sees Data Centers, Labor Crunch Fueling Automation Demand
ROK Rockwell Automation
FMP Stock News
Original source text
Rockwell Automation (NYSE:ROK) executives said customer sentiment remains broadly positive despite inflation, tariffs and trade-policy uncertainty, with manufacturers continuing to prioritize productivity, modernization and automation investments.

Speaking at Morgan Stanley’s 14th Annual Laguna Conference, Chief Executive Officer Blake Moret said North America remains an attractive market for manufacturing investment. While larger capital-spending projects have not yet broadly accelerated, he said Rockwell is seeing modernization activity across its traditional end markets as well as growth tied to data centers.

“The underlying tone from our customers is distinctly positive,” Moret said. He cited low-double-digit growth in automotive during the most recent quarter, high-single-digit growth in home and personal care, and approximately 10% growth in life sciences in the third quarter. He also pointed to spending in warehouse automation, parcel handling and data centers. Labor constraints support automation demand Moret said labor scarcity remains a consistent driver of customer interest in automation. With unemployment around 4.1% to 4.2%, he said manufacturers are seeking technology that can help employees improve productivity while addressing difficult-to-fill manufacturing roles.

“Having the right amount of technology for the scarce resources that these manufacturers do have is really important,” Moret said.

He added that data-center customers are focused on speed, modularity and time to value. Rockwell’s technology is increasingly being adopted in those facilities, which Moret said are beginning to resemble factories in their operating requirements.

Still, the CEO said uncertainty surrounding trade discussions, particularly those affecting the United States, Canada and Mexico, is holding back some larger investment decisions. He said reduced volatility in trade policy could help release capital spending, especially in automotive, where supply chains are closely integrated across the three countries.

Tariffs and reshoring Moret advocated for what he described as a targeted and pragmatic tariff approach rather than broad-based measures. He said tariffs should focus on non-market behavior and overcapacity from non-market economies, while allowing U.S. manufacturers clearer access to relief for critical production inputs.

Despite tariff-related uncertainty, he said companies are generally continuing to pursue their longer-term strategies. Rockwell itself recently announced plans for a new plant near its Wisconsin headquarters, with first products expected from the facility in 2028. Moret said the investment is intended to improve customer service and support margin expansion.

He also said Rockwell is positioned to participate in new capacity projects in industries including semiconductors, life sciences and data centers. The company has experience in semiconductor facility management and control systems, he said, and has expanded capabilities in areas such as chiller optimization, artificial intelligence and wafer transport.

Product portfolio and market-share efforts Moret said recently released market-share reports indicate Rockwell is taking modest share in important markets, though he acknowledged such reports are lagging indicators. He attributed the company’s positioning to product launches, pricing, engineering support and organizational responsiveness in competitive projects.

Tessa Myers, senior vice president of Intelligent Devices, said recent product introductions have exceeded expectations and are generating wins with both existing and new customers. She said the company’s expanded architecture, including technologies acquired in recent years, is resonating across multiple industry verticals.

The executives highlighted several areas of technology investment:

Software-defined automation and architecture, including design, engineering, validation and lifecycle-management capabilities. Artificial intelligence tools for engineering, production scheduling, operations and predictive maintenance. Robotics and intelligent material movement, supported by the acquisitions of OTTO Motors and Clearpath Robotics. Manufacturing execution systems, fleet management and connected-worker offerings. Moret reiterated Rockwell’s long-term top-line target of 6% to 9% compound annual growth through the cycle. He said the company expects 3% to 5% of that growth to come from market growth, including price, with another 1% to 2% from expanding markets and market-share gains.

Margins, supply costs and semiconductors Rockwell is also focused on margin expansion through product design, direct-material negotiations, pricing, manufacturing efficiency, logistics and reusable intellectual property, according to Moret and Myers. Moret said the company has invested roughly $2 billion in plants, talent and digital infrastructure to support further margin improvement and customer service.

Moret said Rockwell’s headcount remains nearly 10% below its early-2024 peak following workforce reductions in 2024 and early 2025. He said the company intends to add resources with discipline while using artificial intelligence tools to improve internal efficiency.

Addressing semiconductor costs, Moret said Rockwell expects to remain ahead of inflation through pricing, even as memory prices continue rising. The company has long-term supply agreements with some semiconductor suppliers and built inventory ahead of cost increases, he said. Rockwell is not assuming near-term moderation in memory-price inflation, but Moret said availability has not been affected.

Myers added that supply-chain lessons from the recent disruption have improved the company’s ability to qualify alternate components and suppliers, manage vendor relationships and respond to changes in availability and costs.

About Rockwell Automation (NYSE:ROK) Rockwell Automation, Inc (NYSE: ROK) is a global provider of industrial automation and digital transformation technologies. The company helps manufacturers and other industrial organizations improve productivity, safety, quality and operational efficiency by connecting control systems, equipment, software and data across production environments.

Its portfolio includes programmable logic controllers, industrial computers, sensors, motor control and drives, motion-control systems, safety equipment, human-machine interfaces and industrial networking technologies.
2026-09-20 04:23 1mo ago
2026-09-19 23:02 1mo ago
Rockwell Automation Sees Data Centers, Labor Crunch Fueling Automation Demand
ROK Rockwell Automation
FMP Stock News
Original source text
Prepare for the Next Wave of Factory Automation With These 3 Standout NamesRockwell Automation NYSE: ROK executives said customer sentiment remains broadly positive despite inflation, tariffs and trade-policy uncertainty, with manufacturers continuing to prioritize productivity, modernization and automation investments.

Speaking at Morgan Stanley’s 14th Annual Laguna Conference, Chief Executive Officer Blake Moret said North America remains an attractive market for manufacturing investment. While larger capital-spending projects have not yet broadly accelerated, he said Rockwell is seeing modernization activity across its traditional end markets as well as growth tied to data centers.

Get Rockwell Automation alerts:

Buyback Capacity Is Rising Across 3 Soaring and Sinking Stocks“The underlying tone from our customers is distinctly positive,” Moret said. He cited low-double-digit growth in automotive during the most recent quarter, high-single-digit growth in home and personal care, and approximately 10% growth in life sciences in the third quarter. He also pointed to spending in warehouse automation, parcel handling and data centers.

Labor constraints support automation demand Moret said labor scarcity remains a consistent driver of customer interest in automation. With unemployment around 4.1% to 4.2%, he said manufacturers are seeking technology that can help employees improve productivity while addressing difficult-to-fill manufacturing roles.

These 5 Companies Just Made a Massive Bet on Themselves“Having the right amount of technology for the scarce resources that these manufacturers do have is really important,” Moret said.

He added that data-center customers are focused on speed, modularity and time to value. Rockwell’s technology is increasingly being adopted in those facilities, which Moret said are beginning to resemble factories in their operating requirements.

Still, the CEO said uncertainty surrounding trade discussions, particularly those affecting the United States, Canada and Mexico, is holding back some larger investment decisions. He said reduced volatility in trade policy could help release capital spending, especially in automotive, where supply chains are closely integrated across the three countries.

Tariffs and reshoring Moret advocated for what he described as a targeted and pragmatic tariff approach rather than broad-based measures. He said tariffs should focus on non-market behavior and overcapacity from non-market economies, while allowing U.S. manufacturers clearer access to relief for critical production inputs.

Despite tariff-related uncertainty, he said companies are generally continuing to pursue their longer-term strategies. Rockwell itself recently announced plans for a new plant near its Wisconsin headquarters, with first products expected from the facility in 2028. Moret said the investment is intended to improve customer service and support margin expansion.

He also said Rockwell is positioned to participate in new capacity projects in industries including semiconductors, life sciences and data centers. The company has experience in semiconductor facility management and control systems, he said, and has expanded capabilities in areas such as chiller optimization, artificial intelligence and wafer transport.

Product portfolio and market-share efforts Moret said recently released market-share reports indicate Rockwell is taking modest share in important markets, though he acknowledged such reports are lagging indicators. He attributed the company’s positioning to product launches, pricing, engineering support and organizational responsiveness in competitive projects.

Tessa Myers, senior vice president of Intelligent Devices, said recent product introductions have exceeded expectations and are generating wins with both existing and new customers. She said the company’s expanded architecture, including technologies acquired in recent years, is resonating across multiple industry verticals.

The executives highlighted several areas of technology investment:

Software-defined automation and architecture, including design, engineering, validation and lifecycle-management capabilities. Artificial intelligence tools for engineering, production scheduling, operations and predictive maintenance. Robotics and intelligent material movement, supported by the acquisitions of OTTO Motors and Clearpath Robotics. Manufacturing execution systems, fleet management and connected-worker offerings. Moret reiterated Rockwell’s long-term top-line target of 6% to 9% compound annual growth through the cycle. He said the company expects 3% to 5% of that growth to come from market growth, including price, with another 1% to 2% from expanding markets and market-share gains.

Margins, supply costs and semiconductors Rockwell is also focused on margin expansion through product design, direct-material negotiations, pricing, manufacturing efficiency, logistics and reusable intellectual property, according to Moret and Myers. Moret said the company has invested roughly $2 billion in plants, talent and digital infrastructure to support further margin improvement and customer service.

Moret said Rockwell’s headcount remains nearly 10% below its early-2024 peak following workforce reductions in 2024 and early 2025. He said the company intends to add resources with discipline while using artificial intelligence tools to improve internal efficiency.

Addressing semiconductor costs, Moret said Rockwell expects to remain ahead of inflation through pricing, even as memory prices continue rising. The company has long-term supply agreements with some semiconductor suppliers and built inventory ahead of cost increases, he said. Rockwell is not assuming near-term moderation in memory-price inflation, but Moret said availability has not been affected.

Myers added that supply-chain lessons from the recent disruption have improved the company’s ability to qualify alternate components and suppliers, manage vendor relationships and respond to changes in availability and costs.

About Rockwell Automation (NYSE:ROK)Rockwell Automation, Inc NYSE: ROK is a global provider of industrial automation and digital transformation technologies. The company helps manufacturers and other industrial organizations improve productivity, safety, quality and operational efficiency by connecting control systems, equipment, software and data across production environments.

Its portfolio includes programmable logic controllers, industrial computers, sensors, motor control and drives, motion-control systems, safety equipment, human-machine interfaces and industrial networking technologies.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

Should You Invest $1,000 in Rockwell Automation Right Now?Before you consider Rockwell Automation, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Rockwell Automation wasn't on the list.

While Rockwell Automation currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.

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2026-09-16 19:45 1mo ago
2026-09-16 14:31 1mo ago
Rockwell Automation, Inc. (ROK) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript
ROK Rockwell Automation
FMP Stock News
Original source text
Rockwell Automation, Inc. (ROK) Morgan Stanley's 14th Annual Laguna Conference September 16, 2026 11:30 AM EDT

Company Participants

Blake Moret - President, Chairman & CEO
Tessa Myers - Senior Vice President of Intelligent Devices

Conference Call Participants

Tobenna Okwara - Morgan Stanley, Research Division

Presentation

Tobenna Okwara
Morgan Stanley, Research Division

Welcome to the 14th Annual Laguna Conference.

For important disclosures, please see the Morgan Stanley research disclosure website at morganstanley.com/researchdisclosures. And if you have any questions, please reach out to your Morgan Stanley representative.

I'm Toby Okwara, I'm part of the Morgan Stanley multi-industry research team. Happy to have Rockwell Automation here, Blake Moret, CEO; and Tessa Myers with Intelligent Devices.

Question-and-Answer Session

Tobenna Okwara
Morgan Stanley, Research Division

So thank you guys for being here. Starting off, just looking generally with some of the longer-term trends impacting the company. How customer conversations kind of changed now compared to last year with some of the progress around reshoring and bringing and investments in manufacturing?

Blake Moret
President, Chairman & CEO

So I think the tone is generally optimistic. To be sure, there's a lot of tailwind. There's a lot of headwinds. And I'm sure we'll talk about inflation and tariffs and so on. But the underlying tone from our customers is distinctly positive.

Our home market, North America is the best place to be investing now to be sure. We're enjoying some of the growth from data center but in our traditional served end markets as well, we're seeing a generally positive demeanor. And within each of those industries, there's end market-specific activities going on as well. So as we move across discrete, hybrid and process end markets in discrete, we saw low double-digit growth the last quarter from automotive, which is about 10% of our total business.

And
2026-09-16 12:17 1mo ago
2026-09-16 07:20 1mo ago
ROK DCF Analysis: Intrinsic Value $161 vs Price $417
ROK Rockwell Automation
FMP Stock News
Original source text
On September 16, 2026, we conducted a DCF analysis for Rockwell Automation Inc ROK, a company that has shown varied price performance over the past year. Currently priced at $417.00, ROK has experienced a year-to-date increase of 8.2% and a one-year increase of 22.0%, despite a recent decline of 6.9% over the past month.

DCF Earnings-based intrinsic value indicates a significant overvaluation with a margin of safety of -159.5%. DCF FCF-based intrinsic value also suggests overvaluation, standing at a margin of safety of -169.7%. GF Score™ of 82/100 indicates a strong reliability of the DCF inputs, despite a predictability rank of 0/5 stars. What Is ROK Worth? DCF Earnings-Based Model The DCF analysis employs a two-stage model to estimate the intrinsic value of ROK. The first stage accounts for a growth phase over the next ten years, where we expect EPS to grow at a rate of 6.2% annually. The second stage considers a terminal growth phase, where growth is expected to slow to 4% over the subsequent ten years. The discount rate applied is 11%, which factors in the risk-free rate and equity risk premium.

Parameter Value Current EPS (TTM, excl. non-recurring) $11.99 10-Year Growth Rate 6.2% 10-Year Treasury Rate 4.99% Discount Rate (ceil(Treasury) + 6%) 11% Terminal Growth Rate 4% The calculation summary for the two stages is as follows:

Stage Description Value Growth Stage (Years 1-10) EPS growing at 6.2%, discounted at 11% $101.82 Terminal Stage (Years 11-20) 4% terminal growth, discounted at 11% $58.87 Intrinsic Value Growth + Terminal $160.69 With a current price of $417.00 compared to the intrinsic value of $160.69, ROK is significantly overvalued, reflecting a margin of safety of -159.5%. It is important to note that GuruFocus uses EPS excluding non-recurring items, as research indicates a stronger correlation between stock prices and earnings than with free cash flow.

For further analysis, you can visit the ROK DCF Calculator.

What Does the Free Cash Flow DCF Say? The FCF-based intrinsic value for ROK is calculated at $154.62, which also indicates a significant overvaluation when compared to the earnings-based model. Both models align in their conclusion that ROK is significantly overvalued, with a margin of safety of -169.7% for the FCF approach.

How Does GF Value™ Compare to the DCF Models? The GF Value™ for ROK is assessed at $323.28, providing a third perspective on the company's valuation. This proprietary measure is derived from historical trading multiples, past business growth, and future performance estimates. All three models—the DCF earnings, DCF FCF, and GF Value™—concur that ROK is overvalued, reinforcing the caution for potential investors.

For more insights, check the GF Value™.

What Does ROK's GF Score™ Tell Us? The GF Score™ serves as a comprehensive measure of a company's financial health and performance across various metrics. ROK's score of 82/100 reflects a strong overall rating, indicating a solid investment profile, although its predictability rank of 0/5 stars suggests that the DCF model may be less reliable for this stock.

Metric Rating GF Score™ 82/100 Financial Strength 6/10 Profitability 8/10 Growth 6/10 Valuation 5/10 Momentum 10/10 For more detailed information, visit the ROK stock page.

Key Assumptions and Limitations It is essential to recognize that DCF models are highly sensitive to the assumptions made regarding growth rates and discount rates. Additionally, stocks with low predictability ratings, such as ROK's 0/5 stars, tend to produce less reliable DCF estimates. The terminal growth rate of 4% is a simplifying assumption that may not fully capture future market conditions.

What This Means for Investors In summary, all three valuation models—DCF earnings, DCF FCF, and GF Value™—point towards a consensus that ROK is significantly overvalued at its current price. The presence of 12 gurus holding the stock, with 3 adding and 7 trimming their positions, alongside insider selling of $64.9M over the past year, further corroborates this cautious outlook. Investors should carefully consider these insights before making investment decisions. For a deeper dive into the DCF analysis, visit the ROK DCF Calculator.

Frequently Asked Questions What is ROK's intrinsic value based on DCF?

ROK's intrinsic value is $160.69 based on the earnings-based DCF model and $154.62 based on the FCF-based model.

Is ROK overvalued or undervalued?

Both the DCF models and GF Value™ suggest that ROK is significantly overvalued.

How reliable is the DCF model for ROK?

The reliability of the DCF model for ROK is limited due to its predictability rank of 0/5 stars.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

Disclosures I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.
2026-09-15 14:15 1mo ago
2026-09-15 08:00 1mo ago
Rockwell Automation Joins Anthropic's Project Glasswing to Advance AI-Enabled Cyber Defense for Industrial Critical Infrastructure
ROK Rockwell Automation
FMP Stock News
Original source text
Rockwell Automation Joins Anthropic's Project Glasswing to Advance AI-Enabled Cyber Defense for Industrial Critical Infrastructure Rockwell Automation, Inc. NYSE:ROK, the world’s largest company dedicated to industrial automation and digital transformation, today announced it has joined Anthropic’s Project Glasswing, a global initiative designed to help secure the world’s most critical software and strengthen cyber resilience across critical infrastructure.

Through controlled access to Claude Mythos 5, Rockwell security teams are exploring ways to accelerate the discovery, validation, prioritization, and remediation of vulnerabilities across software and connected systems that manufacturers rely on every day. The collaboration reflects Rockwell’s commitment to secure-by-design innovation, customer trust, and the resilience of critical industrial operations.

As industrial companies continue to connect operations, data, and production systems, cybersecurity has become essential to operational resilience. Given Rockwell’s broad presence across industrial automation environments, the company is committed to advancing cyber defense practices that protect manufacturers, supply chains, and the communities that depend on them.

“Rockwell Automation plays a central role in helping manufacturers operate safely, securely, and reliably,” said Tony Baker, vice president and Chief Product Security Officer, Digital Trust, Rockwell Automation. “By participating in Project Glasswing, we are applying advanced AI capabilities in a controlled, defensive way to help identify and address vulnerabilities faster and support the resilience of the industrial ecosystem.”

Project Glasswing was launched by Anthropic in April 2026 to provide approved organizations with access to Claude Mythos Preview for defensive cybersecurity work. Anthropic says the initiative began with roughly 50 partners and has expanded to approximately 150 additional organizations across more than 15 countries, including organizations that provide or support critical infrastructure in areas such as power, water, healthcare, communications, and hardware.

The goal is to help defenders find and address flaws earlier, before they can be exploited, while sharing learnings that improve resilience across the broader ecosystem. Rockwell’s participation is expected to support more resilient products, faster vulnerability handling, and continued investment in security across the connected industrial systems that power modern manufacturing.

About Rockwell Automation

Rockwell Automation, Inc. (NYSE: ROK), is a global leader in industrial automation and digital transformation. We connect the imaginations of people with the potential of technology to expand what is humanly possible, making the world more productive and more sustainable. Headquartered in Milwaukee, Wisconsin, Rockwell Automation employs approximately 26,000 problem solvers dedicated to our customers in more than 100 countries as of fiscal year end 2025. To learn more about how we are bringing the Connected Enterprise to life across industrial enterprises, visit www.rockwellautomation.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260915475112/en/

Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.

Click for the complete disclosure
2026-09-15 11:48 1mo ago
2026-09-15 07:00 1mo ago
Rockwell Automation Joins Anthropic's Project Glasswing to Advance AI-Enabled Cyber Defense for Industrial Critical Infrastructure
ROK Rockwell Automation
FMP Stock News
Original source text
MILWAUKEE--(BUSINESS WIRE)--Rockwell Automation, Inc. (NYSE:ROK), the world's largest company dedicated to industrial automation and digital transformation, today announced it has joined Anthropic's Project Glasswing, a global initiative designed to help secure the world's most critical software and strengthen cyber resilience across critical infrastructure.Through controlled access to Claude Mythos 5, Rockwell security teams are exploring ways to accelerate the discovery, validation, prioritiza.
2026-09-11 17:38 1mo ago
2026-09-11 12:40 1mo ago
KE vs. ROK: Which Stock Is the Better Value Option?
ROK Rockwell Automation
FMP Stock News
Original source text
Investors interested in Electronics - Miscellaneous Products stocks are likely familiar with Kimball Electronics (KE - Free Report) and Rockwell Automation (ROK - Free Report) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.

We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with positive earnings estimate revision trends, while our Style Scores work to grade companies based on specific traits.

Kimball Electronics and Rockwell Automation are sporting Zacks Ranks of #2 (Buy) and #3 (Hold), respectively, right now. Investors should feel comfortable knowing that KE likely has seen a stronger improvement to its earnings outlook than ROK has recently. But this is just one factor that value investors are interested in.

Value investors also try to analyze a wide range of traditional figures and metrics to help determine whether a company is undervalued at its current share price levels.

Our Value category highlights undervalued companies by looking at a variety of key metrics, including the popular P/E ratio, as well as the P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that have been used by value investors for years.

KE currently has a forward P/E ratio of 16.46, while ROK has a forward P/E of 31.84. We also note that KE has a PEG ratio of 0.82. This popular figure is similar to the widely-used P/E ratio, but the PEG ratio also considers a company's expected EPS growth rate. ROK currently has a PEG ratio of 2.46.

Another notable valuation metric for KE is its P/B ratio of 1.02. Investors use the P/B ratio to look at a stock's market value versus its book value, which is defined as total assets minus total liabilities. By comparison, ROK has a P/B of 13.39.

These metrics, and several others, help KE earn a Value grade of A, while ROK has been given a Value grade of D.

KE is currently sporting an improving earnings outlook, which makes it stick out in our Zacks Rank model. And, based on the above valuation metrics, we feel that KE is likely the superior value option right now.
2026-09-10 14:51 1mo ago
2026-09-10 07:19 1mo ago
Is ROK Overvalued? DCF Says Worth $161
ROK Rockwell Automation
FMP Stock News
Original source text
On September 10, 2026, we conducted a discounted cash flow (DCF) analysis for Rockwell Automation Inc ROK, a company that has shown varied price performance over the past year. The stock has appreciated by 25.9% over the last year, but it has recently experienced a slight decline of 3.1% over the past month. Here are some key insights from our analysis:

DCF Earnings-based intrinsic value is $160.69 compared to the current price of $426.08 (margin of safety: -165.2%) DCF Free Cash Flow (FCF)-based intrinsic value is $154.62, reinforcing the overvaluation conclusion. GF Score™ of 82/100 indicates a reliable assessment, but the predictability rank of 0/5 stars suggests caution in relying on DCF inputs. What Is ROK Worth? DCF Earnings-Based Model The DCF earnings-based model employs a two-stage approach to estimate the intrinsic value of ROK. The first stage accounts for a growth phase where earnings per share (EPS) are expected to grow at a rate of 6.2% annually for the next ten years. The second stage assumes a terminal growth rate of 4% for the subsequent ten years. The discount rate applied is 11%, derived from a risk-free rate of 5% plus an equity risk premium of 6%.

Parameter Value Current EPS (TTM, excl. non-recurring) $12.88 10-Year Growth Rate 6.2% 10-Year Treasury Rate 4.86% Discount Rate (ceil(Treasury) + 6%) 11% Terminal Growth Rate 4% The calculation summary for the intrinsic value is as follows:

Stage Description Value Growth Stage (Years 1-10) EPS growing at 6.2%, discounted at 11% $101.82 Terminal Stage (Years 11-20) 4% terminal growth, discounted at 11% $58.87 Intrinsic Value Growth + Terminal $160.69 Comparing the current price of $426.08 with the intrinsic value of $160.69 indicates that ROK is significantly overvalued, with a margin of safety of -165.2%. Notably, GuruFocus uses EPS figures excluding non-recurring items, as research shows that stock prices correlate more closely with earnings than with free cash flow. For a detailed breakdown, you can explore the ROK DCF Calculator.

What Does the Free Cash Flow DCF Say? The free cash flow (FCF)-based intrinsic value for ROK is calculated at $154.62. This aligns with the earnings-based DCF model, both indicating that the stock is significantly overvalued, with a margin of safety of -175.6%. The agreement between these two valuation methods reinforces the conclusion that ROK is trading at a premium compared to its intrinsic value.

How Does GF Value™ Compare to the DCF Models? The GF Value™ for ROK is calculated at $322.77, providing a third perspective on the stock's valuation. This proprietary measure is derived from historical trading multiples, past business growth, and future performance estimates. All three valuation models—DCF earnings, DCF FCF, and GF Value™—concur that ROK is overvalued, highlighting a consistent theme across different analytical approaches. For more insights, visit the GF Value™ page.

What Does ROK's GF Score™ Tell Us? The GF Score™ evaluates a company's financial strength, profitability, growth potential, valuation, and momentum. ROK's score of 82/100 suggests a solid overall performance, but the predictability rank of 0/5 stars indicates that the DCF model may be less reliable for this stock due to its volatility.

Metric Rating GF Score™ 82/100 Financial Strength 6/10 Profitability 8/10 Growth 6/10 Valuation 5/10 Momentum 10/10 With a predictability rank of 0/5 stars, it is essential to approach the DCF results with caution. You can find more information on ROK's financials on its stock page.

Key Assumptions and Limitations It is important to note that DCF models are highly sensitive to the assumptions made regarding growth rates and discount rates. Stocks with low predictability ratings, such as ROK, tend to produce less reliable DCF estimates. The terminal growth rate of 4% used in this analysis is a simplifying assumption that may not reflect future market conditions.

What This Means for Investors In summary, all three valuation models—DCF earnings, DCF FCF, and GF Value™—point to a consensus that ROK is significantly overvalued at its current price of $426.08. The guru ownership signal shows that 12 gurus currently hold the stock, with 3 adding and 7 trimming their positions in recent quarters, while insiders have sold $73.6 million worth of shares over the past year. This insider selling, combined with the mixed guru activity, suggests caution for potential investors. For further analysis, you can explore the ROK DCF Calculator.

Frequently Asked Questions What is ROK's intrinsic value based on DCF?

Answer: earnings-based $160.69, FCF-based $154.62

Is ROK overvalued or undervalued?

Answer: ROK is overvalued based on both DCF models and GF Value™.

How reliable is the DCF model for ROK?

Answer: The DCF model is less reliable for ROK due to a predictability rank of 0/5 stars.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

Disclosures I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.
2026-09-10 14:51 1mo ago
2026-09-10 10:45 1mo ago
Why Rockwell Automation (ROK) is a Top Growth Stock for the Long-Term
ROK Rockwell Automation
FMP Stock News
Original source text
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.

The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.

Zacks Premium also includes the Zacks Style Scores.

What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.

Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.

The Style Scores are broken down into four categories:

Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.

Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.

Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.

VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.

How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.

#1 (Strong Buy) stocks have produced an unmatched +23.8% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.

With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.

That's where the Style Scores come in.

To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.

The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.

Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Rockwell Automation (ROK - Free Report) Based in Milwaukee, WI, Rockwell Automation provides industrial automation and information solutions worldwide. The company has a wide network spanning more than 100 countries. The United States generates around 50% of the company’s total sales. Outside the United States, the company’s primary markets are Canada, China, Mexico, Italy, and the United Kingdom.

ROK is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.

Additionally, the company could be a top pick for growth investors. ROK has a Growth Style Score of A, forecasting year-over-year earnings growth of 25.6% for the current fiscal year.

For fiscal 2026, nine analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.17 to $13.23 per share. ROK boasts an average earnings surprise of +9.8%.

With a solid Zacks Rank and top-tier Growth and VGM Style Scores, ROK should be on investors' short list.
2026-09-01 14:52 1mo ago
2026-09-01 08:00 1mo ago
Rockwell Automation to Present at Morgan Stanley 14th Annual Laguna Conference
ROK Rockwell Automation
FMP Stock News
Original source text
Rockwell Automation, Inc. (NYSE: ROK) Chairman & CEO, Blake Moret, and SVP, Intelligent Devices, Tessa Myers, will present at the Morgan Stanley 14th Annual Laguna Conference on Wednesday, Sept. 16, in Dana Point, California.

The fireside chat will be webcast beginning at approximately 8:30 a.m. PDT and will be available on the Rockwell Automation Investor Relations website at www.rockwellautomation.com/en-us/investors.html.

About Rockwell Automation

Rockwell Automation, Inc. (NYSE: ROK), is a global leader in industrial automation and digital transformation. We connect the imaginations of people with the potential of technology to expand what is humanly possible, making the world more productive and more sustainable. Headquartered in Milwaukee, Wisconsin, Rockwell Automation employs approximately 26,000 problem solvers dedicated to our customers in more than 100 countries as of fiscal year end 2025. To learn more about how we are bringing the Connected Enterprise to life across industrial enterprises, visit www.rockwellautomation.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260901227497/en/

Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.

Click for the complete disclosure
2026-09-01 12:26 1mo ago
2026-09-01 07:00 1mo ago
Rockwell Automation to Present at Morgan Stanley 14th Annual Laguna Conference
ROK Rockwell Automation
FMP Stock News
Original source text
-

MILWAUKEE--(BUSINESS WIRE)--Rockwell Automation, Inc. (NYSE: ROK) Chairman & CEO, Blake Moret, and SVP, Intelligent Devices, Tessa Myers, will present at the Morgan Stanley 14th Annual Laguna Conference on Wednesday, Sept. 16, in Dana Point, California.

The fireside chat will be webcast beginning at approximately 8:30 a.m. PDT and will be available on the Rockwell Automation Investor Relations website at www.rockwellautomation.com/en-us/investors.html.

About Rockwell Automation

Rockwell Automation, Inc. (NYSE: ROK), is a global leader in industrial automation and digital transformation. We connect the imaginations of people with the potential of technology to expand what is humanly possible, making the world more productive and more sustainable. Headquartered in Milwaukee, Wisconsin, Rockwell Automation employs approximately 26,000 problem solvers dedicated to our customers in more than 100 countries as of fiscal year end 2025. To learn more about how we are bringing the Connected Enterprise to life across industrial enterprises, visit www.rockwellautomation.com.

More News From Rockwell Automation, Inc.

Back to Newsroom
2026-08-31 11:39 1mo ago
2026-08-26 08:25 1mo ago
Rockwell Automation CFO Sells 590 Shares
ROK Rockwell Automation
FMP Stock News
Original source text
Christian E. Rothe, Sr. VP and CFO, sold 590 shares of Rockwell Automation, Inc. (ROK -0.49%) at $434.30 per share on Aug. 20, 2026, according to a SEC Form 4 filing.

Transaction summaryMetricValueTransaction value$256,237Shares sold590Post-transaction shares (directly held)10,428.6941Post-transaction value$4.5 millionTransaction value based on SEC Form 4 weighted average sale price ($434.30); post-transaction value based on Aug. 20, 2026, market close ($431.45).

Key questionsDoes this transaction indicate a change in management sentiment?
The sale was non-discretionary and executed under a Rule 10b5-1 plan specifically to satisfy tax obligations following the vesting of restricted stock units on Aug. 19, 2026.What is the executive's remaining equity exposure?
Following the disposal, the executive retains 10,428.6941 shares held directly, valued at $4.5 million as of the Aug. 20, 2026 market close, as well as 1,257 derivative securities.How has the stock performed leading up to this transaction?
The stock was priced at $431.45 at the Aug. 20, 2026 market close, having generated a 29% return over the preceding 12 months.When was this trading plan established?
The Rule 10b5-1 plan used for this transaction was adopted on Nov. 25, 2025, roughly nine months before the automated execution occurred.Company OverviewMetricValueShare Price (as of market close 2026-08-20)$431.45Market Capitalization$48.0 billionRevenue (TTM)$9.0 billionNet Income (TTM)$1.1 billionCompany SnapshotRockwell Automation provides industrial automation and digital transformation solutions through three primary segments: Intelligent Devices (hardware products including drives, motion control systems, and safety equipment), Software & Control (automation software and control platforms), and Lifecycle Services (maintenance, support, and optimization services).The company generates revenue through a diversified business model combining hardware sales, software licensing, and recurring service contracts, enabling both upfront capital equipment sales and long-term recurring revenue streams from customer support and digital solutions.Rockwell Automation serves a broad customer base across manufacturing, process industries, and infrastructure sectors, with particular strength in automotive, food and beverage, pharmaceutical, and energy markets globally.

Premium Feature

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77/100

Today's Change

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-0.49

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-2.14

Current Price

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430.86

Rockwell Automation, established in 1903 and headquartered in Milwaukee, Wisconsin, is a global leader in industrial automation with approximately 26,000 employees worldwide.

The company maintains a competitive advantage through its comprehensive portfolio spanning hardware, software, and services, combined with deep domain expertise in manufacturing optimization and digital transformation.

With TTM revenue of $9.0 billion and net income of $1.2 billion, Rockwell Automation demonstrates strong operational performance and profitability in the industrial automation sector.

What this transaction means for investorsThis sale shouldn't concern investors. It represented a small percentage of the executive's holdings in the company's stock. Moreover, it was completed under a pre-adopted trading plan to satisfy tax obligations.

Importantly, Rockwell's business is posting solid growth and profitability. TTM revenue grew 11% year over year, with operating margin at 17.3%.

However, the stock is trading at a high price-to-earnings multiple relative to expected earnings growth. Analysts expect 13.5% annualized earnings growth in the next several years, yet the shares trade at a forward (12-month) earnings multiple of 30. This is slightly above its historical average.

John Ballard has no position in any of the stocks mentioned. The Motley Fool recommends Rockwell Automation. The Motley Fool has a disclosure policy.
2026-08-31 11:39 1mo ago
2026-08-26 12:41 1mo ago
KE or ROK: Which Is the Better Value Stock Right Now?
ROK Rockwell Automation
FMP Stock News
Original source text
Investors interested in stocks from the Electronics - Miscellaneous Products sector have probably already heard of Kimball Electronics (KE) and Rockwell Automation (ROK). But which of these two stocks presents investors with the better value opportunity right now?
2026-08-31 11:39 1mo ago
2026-08-27 10:00 1mo ago
Rockwell Automation Expands Remote Support with Launch of TechConnectIQ
ROK Rockwell Automation
FMP Stock News
Original source text
New digitally enabled support experience helps manufacturers address skills gaps, simplify updates and resolve issues faster

, /PRNewswire/ -- Rockwell Automation, Inc. (NYSE: ROK), the world's largest company dedicated to industrial automation and digital transformation, today announced the launch of TechConnectIQ℠ Support, a modernized remote support experience designed to help manufacturers reduce downtime, speed time to resolution and simplify software and firmware updates.

Rockwell Automation expands remote support with launch of TechConnectIQ As manufacturing environments become more complex and on-site experts harder to staff, Rockwell TechConnectIQ makes it easier for maintenance, engineering and operations teams to get the help they need when issues arise. The new experience provides faster access to Rockwell's technical expertise and digital resources, helping teams stay productive and respond more effectively to challenges.

TechConnectIQ Support is available now for single-site contract customers in North America, with additional regions planned for 2027. Available 24x7x365, Rockwell's technical support engineers assist with installation, configuration, troubleshooting and issue resolution across industrial automation systems. The service also reduces the need for on-site field visits and helps teams work more efficiently through improved access to knowledge and updates.

"Manufacturers are being asked to do more with fewer resources and support needs to keep pace," said Matt Fordenwalt, senior vice president, Lifecycle Services, at Rockwell Automation. "TechConnectIQ brings together our expertise and AI capabilities to help customers stay productive when on-site resources are limited."

Key benefits of this new offering include:

Real-time access to specialists through web-based tools with scheduled callbacks and live support Improved data visibility via the myRockwellAutomation TechConnect hub, including installed base and support history Simplified support structure with consolidated hardware and software coverage and three support tiers: Basic, Standard and Professional AI-support tools including federated search, augmented reality guidance and instructional videos to assist with maintenance and remote support tasks "For more than 20 years, customers have relied on Rockwell's TechConnect service to keep their operations running," said Bill Prather, lead product manager for production optimization at Rockwell Automation. "TechConnectIQ builds on that trusted foundation and reflects what customers told us they need today. We modernized the experience while maintaining the reliability they expect from Rockwell."

Learn more about TechConnectIQ Support on Rockwell's website.

About Rockwell Automation
Rockwell Automation, Inc. (NYSE: ROK), is a global leader in industrial automation and digital transformation. We connect the imaginations of people with the potential of technology to expand what is humanly possible, making the world more productive and more sustainable. Headquartered in Milwaukee, Wisconsin, Rockwell Automation employs approximately 26,000 problem solvers dedicated to our customers in more than 100 countries as of fiscal year end 2025. To learn more about how we are bringing the Connected Enterprise® to life across industrial enterprises, visit www.rockwellautomation.com.

SOURCE Rockwell Automation, Inc.
2026-08-25 10:31 1mo ago
2026-08-25 03:00 1mo ago
Rockwell Automation Announces Indinvest LT Strengthens Industrial Cybersecurity Strategy Through Risk Assessment Initiative
ROK Rockwell Automation
FMP Stock News
Original source text
Collaboration with H.S. Automation provides a structured roadmap to identify and prioritize operational technology cybersecurity risks

, /PRNewswire/ -- Rockwell Automation, Inc. (NYSE: ROK), the world's largest company dedicated to industrial automation and digital transformation, today announced that Indinvest LT, one of Italy's leading manufacturers of aluminum billets and extrusions, is working with Rockwell and H.S. Automation to strengthen the cybersecurity of its operational technology (OT) environment through a comprehensive cybersecurity risk assessment.

Based in Cisterna di Latina, Italy, Indinvest LT manufactures aluminum billets, extrusions and profiles for aluminum system applications serving both industrial and architectural markets. The company operates an integrated billet foundry and extrusion facilities and has more than 40 years of experience serving customers across multiple industrial sectors. The cybersecurity risk assessment represents the latest step in Indinvest LT's broader modernization strategy.

"Indinvest LT has established a strong reputation by continuously investing in innovation and modernization across its operations," said Luca Galluzzi, country director, Italy, Rockwell Automation. "As industrial environments become increasingly connected, understanding and managing cybersecurity risk is an essential component of long-term operational resilience. This assessment will provide Indinvest LT with a structured view of its OT cybersecurity posture and help identify priorities that support its business continuity, modernization and future growth objectives."

A cybersecurity risk assessment provides manufacturers with a structured evaluation of their operational technology environment to identify vulnerabilities, analyze potential threats, assess existing security controls and prioritize remediation activities. The process helps organizations establish a baseline understanding of cyber risk, create a roadmap for improvement, align cybersecurity investments with business objectives and support operational resilience.

Rockwell Automation's OT Cybersecurity Assessment Suite  is aligned with recognized industry standards and frameworks including IEC 62443 and NIST cybersecurity guidance and is designed to provide actionable, risk-based recommendations.

For industrial manufacturers, cybersecurity risk assessments play an increasingly important role as production systems become more connected. Modern manufacturers must address cybersecurity as an operational priority to help protect production availability, maintain business continuity, support modernization initiatives and reduce exposure to evolving cyber threats. Rockwell's cybersecurity framework emphasizes identifying vulnerabilities, prioritizing remediation and creating a lifecycle view of OT risk to support resilient operations.

"At Indinvest LT, we always view investment in technology, quality and operational excellence as essential to supporting our long-term growth and serving our customers effectively," said Silvia Pellizzon, plant manager, Indinvest LT. "As our manufacturing environment continues to evolve, it is important that we maintain a clear understanding of potential cybersecurity risks across our operations. Working with H.S. Automation and Rockwell Automation on this assessment will help us establish a structured baseline, identify areas for improvement and support our ongoing commitment to reliable, efficient and resilient operations."

The assessment is being delivered through H.S. Automation, a gold-level OEM in Rockwell's PartnerNetwork™ ecosystem that specializes in automation solutions for aluminum profile production plants. The project also demonstrates the value of collaboration between local industrial specialists and global technology providers. Through the combined expertise of Indinvest LT, H.S. Automation, and Rockwell Automation, the initiative supports a proactive approach to cybersecurity that aligns technology investments with operational priorities and business outcomes.

"We have worked closely with Indinvest LT for many years and understand the importance the company places on innovation, operational excellence and continuous improvement," said Paolo Panada, CEO, H.S. Automation. "Cybersecurity is becoming an increasingly important consideration for industrial organizations. This assessment will provide valuable insight into the current environment and help establish a clear, prioritized path forward for strengthening security while supporting production and business objectives."

About Rockwell Automation

Rockwell Automation, Inc. (NYSE: ROK), is a global leader in industrial automation and digital transformation. We connect the imaginations of people with the potential of technology to expand what is humanly possible, making the world more productive and more sustainable. Headquartered in Milwaukee, Wisconsin, Rockwell Automation employs approximately 26,000 problem solvers dedicated to our customers in more than 100 countries as of fiscal year end 2025. To learn more about how we are bringing the Connected Enterprise® to life across industrial enterprises, visit www.rockwellautomation.com.
2026-08-22 10:09 2mo ago
2026-08-22 03:05 2mo ago
Advisors Capital Management LLC Makes New Investment in Rockwell Automation, Inc. $ROK
ROK Rockwell Automation
FMP Stock News
Original source text
Advisors Capital Management LLC acquired a new stake in shares of Rockwell Automation, Inc. (NYSE:ROK – Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 2,531 shares of the industrial products company’s stock, valued at approximately $1,254,000.

Several other institutional investors have also modified their holdings of ROK. Vanguard Group Inc. increased its position in shares of Rockwell Automation by 0.8% during the fourth quarter. Vanguard Group Inc. now owns 14,206,311 shares of the industrial products company’s stock worth $5,527,249,000 after purchasing an additional 114,469 shares in the last quarter. BlackRock Inc. purchased a new position in Rockwell Automation in the 2nd quarter valued at $6,129,376,000. State Street Corp boosted its stake in Rockwell Automation by 4.2% during the 4th quarter. State Street Corp now owns 4,996,130 shares of the industrial products company’s stock worth $1,943,844,000 after purchasing an additional 202,705 shares during the last quarter. Geode Capital Management LLC boosted its stake in Rockwell Automation by 0.6% during the 4th quarter. Geode Capital Management LLC now owns 2,924,501 shares of the industrial products company’s stock worth $1,133,397,000 after purchasing an additional 17,855 shares during the last quarter. Finally, Morgan Stanley boosted its stake in Rockwell Automation by 10.4% during the 4th quarter. Morgan Stanley now owns 2,921,840 shares of the industrial products company’s stock worth $1,136,801,000 after purchasing an additional 276,021 shares during the last quarter. Institutional investors and hedge funds own 75.75% of the company’s stock.

Insider Activity at Rockwell Automation In other news, SVP Matthew W. Fordenwalt sold 377 shares of the company’s stock in a transaction on Thursday, June 4th. The stock was sold at an average price of $460.51, for a total transaction of $173,612.27. Following the sale, the senior vice president owned 4,437 shares of the company’s stock, valued at approximately $2,043,282.87. This represents a 7.83% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Christian E. Rothe sold 590 shares of the stock in a transaction on Thursday, August 20th. The shares were sold at an average price of $434.30, for a total value of $256,237.00. Following the completion of the sale, the chief financial officer owned 10,429 shares in the company, valued at approximately $4,529,314.70. The trade was a 5.35% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last ninety days, insiders have sold 1,185 shares of company stock worth $529,331. 0.76% of the stock is owned by insiders.

Analysts Set New Price Targets Several research firms have recently weighed in on ROK. JPMorgan Chase & Co. raised their price target on shares of Rockwell Automation from $404.00 to $417.00 and gave the stock a “neutral” rating in a research note on Wednesday, May 6th. BNP Paribas Exane increased their price objective on shares of Rockwell Automation from $495.00 to $515.00 in a report on Wednesday, May 6th. KeyCorp raised their target price on shares of Rockwell Automation from $470.00 to $510.00 and gave the stock an “overweight” rating in a research note on Wednesday, May 6th. Zacks Research cut Rockwell Automation from a “strong-buy” rating to a “hold” rating in a report on Thursday, July 30th. Finally, HSBC upped their price target on Rockwell Automation from $445.00 to $490.00 in a research report on Wednesday, May 6th. Nine equities research analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $468.19. Get Our Latest Analysis on Rockwell Automation

Rockwell Automation Stock Up 1.4% NYSE:ROK opened at $437.50 on Friday. Rockwell Automation, Inc. has a 52 week low of $332.71 and a 52 week high of $497.36. The stock’s fifty day moving average is $461.98 and its two-hundred day moving average is $427.00. The stock has a market capitalization of $48.58 billion, a price-to-earnings ratio of 41.00, a price-to-earnings-growth ratio of 2.52 and a beta of 1.54. The company has a quick ratio of 0.74, a current ratio of 1.08 and a debt-to-equity ratio of 0.74.

Rockwell Automation (NYSE:ROK – Get Free Report) last issued its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $3.49 earnings per share for the quarter, beating analysts’ consensus estimates of $3.38 by $0.11. Rockwell Automation had a return on equity of 39.83% and a net margin of 13.39%.The business had revenue of $2.31 billion during the quarter, compared to analysts’ expectations of $2.24 billion. During the same period in the previous year, the firm posted $2.82 earnings per share. The company’s revenue was up 7.9% on a year-over-year basis. Rockwell Automation has set its FY 2026 guidance at 13.000-13.300 EPS. Research analysts anticipate that Rockwell Automation, Inc. will post 13.22 EPS for the current year.

Rockwell Automation Dividend Announcement The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Monday, August 17th will be issued a $1.38 dividend. The ex-dividend date is Monday, August 17th. This represents a $5.52 dividend on an annualized basis and a dividend yield of 1.3%. Rockwell Automation’s payout ratio is 51.73%.

Rockwell Automation declared that its Board of Directors has initiated a stock repurchase plan on Tuesday, June 9th that authorizes the company to repurchase $1.00 billion in shares. This repurchase authorization authorizes the industrial products company to buy up to 2% of its stock through open market purchases. Stock repurchase plans are often a sign that the company’s board believes its stock is undervalued.

(Free Report)

Rockwell Automation is a global industrial automation and digital transformation company headquartered in Milwaukee, Wisconsin. The firm designs, manufactures and supports control systems, industrial control hardware and software, and related services that help manufacturers and industrial operators automate processes, improve productivity and enable data-driven decision making. Rockwell traces its heritage to the Allen-Bradley and Rockwell automation businesses and positions itself as a provider of integrated automation solutions across discrete and process industries.

The company’s product portfolio includes programmable logic controllers (PLCs), human-machine interfaces (HMIs), variable frequency drives, sensors, safety components and other industrial control hardware, often marketed under the Allen-Bradley brand.

Recommended Stories Five stocks we like better than Rockwell Automation Blueprint for a Boom: SEC Clears the Crypto Runway Ross Stores Just Flipped the Off-Price Retail Story After TJX’s Marmaxx Miss Advance Auto Parts Plunged, But Its Turnaround Is Still Working Is Palo Alto Networks Priced for Perfection Again as AI Security Demand Accelerates? Want to see what other hedge funds are holding ROK? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Rockwell Automation, Inc. (NYSE:ROK – Free Report).

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2026-08-21 12:21 2mo ago
2026-08-21 03:47 2mo ago
27,617 Shares in Rockwell Automation, Inc. $ROK Acquired by B. Metzler seel. Sohn & Co. AG
ROK Rockwell Automation
FMP Stock News
Original source text
B. Metzler seel. Sohn & Co. AG purchased a new stake in Rockwell Automation, Inc. (NYSE:ROK – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 27,617 shares of the industrial products company’s stock, valued at approximately $13,672,000.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Vanguard Group Inc. boosted its stake in Rockwell Automation by 0.8% during the 4th quarter. Vanguard Group Inc. now owns 14,206,311 shares of the industrial products company’s stock valued at $5,527,249,000 after acquiring an additional 114,469 shares during the last quarter. BlackRock Inc. bought a new position in shares of Rockwell Automation during the second quarter worth about $6,129,376,000. State Street Corp lifted its position in shares of Rockwell Automation by 4.2% during the fourth quarter. State Street Corp now owns 4,996,130 shares of the industrial products company’s stock worth $1,943,844,000 after purchasing an additional 202,705 shares during the last quarter. Geode Capital Management LLC grew its stake in Rockwell Automation by 0.6% in the fourth quarter. Geode Capital Management LLC now owns 2,924,501 shares of the industrial products company’s stock worth $1,133,397,000 after purchasing an additional 17,855 shares in the last quarter. Finally, Morgan Stanley increased its holdings in Rockwell Automation by 10.4% in the fourth quarter. Morgan Stanley now owns 2,921,840 shares of the industrial products company’s stock valued at $1,136,801,000 after buying an additional 276,021 shares during the last quarter. 75.75% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth Several research analysts have recently commented on the company. Barclays lifted their target price on Rockwell Automation from $400.00 to $480.00 and gave the stock an “overweight” rating in a research report on Wednesday, May 6th. DA Davidson assumed coverage on Rockwell Automation in a research report on Tuesday, June 16th. They set a “neutral” rating and a $500.00 price target on the stock. Sanford C. Bernstein raised their price objective on Rockwell Automation from $501.00 to $514.00 and gave the stock a “market perform” rating in a research note on Friday, August 14th. Zacks Research downgraded shares of Rockwell Automation from a “strong-buy” rating to a “hold” rating in a report on Thursday, July 30th. Finally, Mizuho set a $445.00 target price on shares of Rockwell Automation in a research note on Wednesday, May 6th. Nine equities research analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the stock. According to data from MarketBeat, Rockwell Automation has a consensus rating of “Hold” and an average target price of $468.67.

Get Our Latest Report on ROK Rockwell Automation Trading Down 0.3% NYSE:ROK opened at $431.97 on Friday. The stock has a market cap of $47.97 billion, a price-to-earnings ratio of 40.48, a PEG ratio of 2.53 and a beta of 1.54. The company has a debt-to-equity ratio of 0.74, a quick ratio of 0.74 and a current ratio of 1.08. Rockwell Automation, Inc. has a 1 year low of $332.71 and a 1 year high of $497.36. The business has a fifty day moving average of $462.41 and a 200-day moving average of $426.92.

Rockwell Automation (NYSE:ROK – Get Free Report) last released its earnings results on Tuesday, August 4th. The industrial products company reported $3.49 EPS for the quarter, beating the consensus estimate of $3.38 by $0.11. Rockwell Automation had a net margin of 13.39% and a return on equity of 39.83%. The firm had revenue of $2.31 billion for the quarter, compared to analysts’ expectations of $2.24 billion. During the same quarter last year, the company earned $2.82 EPS. Rockwell Automation’s quarterly revenue was up 7.9% on a year-over-year basis. Rockwell Automation has set its FY 2026 guidance at 13.000-13.300 EPS. Equities analysts predict that Rockwell Automation, Inc. will post 13.22 earnings per share for the current year.

Rockwell Automation Dividend Announcement The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Monday, August 17th will be paid a $1.38 dividend. The ex-dividend date of this dividend is Monday, August 17th. This represents a $5.52 annualized dividend and a dividend yield of 1.3%. Rockwell Automation’s payout ratio is currently 51.73%.

Rockwell Automation announced that its board has authorized a stock repurchase program on Tuesday, June 9th that authorizes the company to buyback $1.00 billion in shares. This buyback authorization authorizes the industrial products company to repurchase up to 2% of its shares through open market purchases. Shares buyback programs are generally an indication that the company’s leadership believes its stock is undervalued.

Rockwell Automation News Summary Here are the key news stories impacting Rockwell Automation this week:

Positive Sentiment: Zacks raises most earnings forecasts: Zacks Research increased its FY2026 EPS estimate to $13.15 from $12.86, FY2027 to $14.22 from $13.90, and FY2028 to $16.69 from $16.23. The firm also raised estimates for several individual quarters, including Q4 2026, Q2–Q4 2027 and Q1–Q3 2028. These revisions suggest improving expectations for Rockwell Automation’s industrial automation demand and earnings growth. Zacks Research estimates for Rockwell Automation Neutral Sentiment: Thailand customer and industry event: Rockwell Automation brought manufacturing leaders together at ROKLive Bangkok 2026 to discuss smart manufacturing, automation and digital transformation. The event reinforces the company’s regional customer engagement and growth strategy, but it does not include a new contract, financial target or other immediate earnings catalyst. Rockwell Automation ROKLive Bangkok 2026 Negative Sentiment: Near-term estimate trimmed and rating remains cautious: Zacks lowered its Q1 2027 EPS forecast slightly to $2.97 from $2.99 and maintained a “Hold” rating. With Rockwell Automation trading at a relatively elevated earnings multiple, investors may require stronger revisions or a rating upgrade before pushing the shares higher. Rockwell Automation analyst estimates and rating Insider Activity In related news, SVP Matthew W. Fordenwalt sold 377 shares of the business’s stock in a transaction that occurred on Thursday, June 4th. The shares were sold at an average price of $460.51, for a total value of $173,612.27. Following the sale, the senior vice president directly owned 4,437 shares in the company, valued at $2,043,282.87. The trade was a 7.83% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.76% of the stock is owned by corporate insiders.

Rockwell Automation Profile (Free Report)

Rockwell Automation is a global industrial automation and digital transformation company headquartered in Milwaukee, Wisconsin. The firm designs, manufactures and supports control systems, industrial control hardware and software, and related services that help manufacturers and industrial operators automate processes, improve productivity and enable data-driven decision making. Rockwell traces its heritage to the Allen-Bradley and Rockwell automation businesses and positions itself as a provider of integrated automation solutions across discrete and process industries.

The company’s product portfolio includes programmable logic controllers (PLCs), human-machine interfaces (HMIs), variable frequency drives, sensors, safety components and other industrial control hardware, often marketed under the Allen-Bradley brand.

Further Reading Five stocks we like better than Rockwell Automation 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future

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2026-08-20 19:21 2mo ago
2026-08-20 00:00 2mo ago
The Most Important Part of Unitree’s IPO Wasn’t the Robot
ROK Rockwell Automation
FMP Stock News
Original source text
Listen to the audio version of this article (generated by AI).

Editor’s note: “The Most Important Part of Unitree’s IPO Wasn’t the Robot” was previously published in July 2026 with the title “The Physical AI Proof Points Are Suddenly Everywhere.” It has since been updated to include the most relevant information available.

When trading began on August 19, Unitree Robotics was a roughly $9 billion company. By the closing bell, investors had turned it into a $50 billion one.

Shares of the Chinese humanoid-robot maker finished their Shanghai debut 460% above the IPO price after climbing as much as 629% during the session.

That is probably too much, too fast.

Many humanoid robots still spend more time performing demonstrations than doing valuable work inside homes and factories. One blockbuster IPO does not settle the commercial case for the entire industry.

But the market’s message is hard to miss.

Physical AI has moved from the demo reel into the public markets.

For the first phase of the AI boom, intelligence mostly lived behind a screen. You typed a prompt. A model answered. Maybe it wrote code, summarized a document, generated an image, or helped draft an email.

Now AI is moving into machines that can see, hear, navigate, and act in the world around us.

AI is getting a body.

And public markets just put a price on it.

Unitree Is Only One Signal in the Physical AI Boom Unitree’s debut is the loudest signal yet, but it is not happening in a vacuum. 

Across the Physical AI market, products are shipping, developer tools are opening up, and companies are building the supply chains required to scale. 

Microsoft’s (MSFT) new Surface AI laptops, powered by Qualcomm’s (QCOM) Snapdragon X2 chips, are now shipping. On-device AI has moved from the roadmap into real products and enterprise budgets. Nvidia (NVDA) and Hugging Face are bringing robotics models, teleoperation tools, datasets, and workflows into LeRobot, giving developers a more open toolkit for building Physical AI. 1X unveiled a new hand for its NEO humanoid robot that is designed to grip, adjust, and manipulate objects more like a human hand. Useful robots need more than the ability to walk. They need to handle real-world objects reliably. Applied Materials (AMAT) and EssilorLuxottica are developing intelligent optical systems for AR and AI-powered eyewear, showing that the smart-glasses supply chain is beginning to industrialize. Mobileye (MBLY) is moving from autonomy supplier to robotaxi operator, with a planned U.S. launch in 2027 and a target of roughly 17,000 vehicles over the following five years. These developments are starting to reinforce one another. Better tools speed up development, while real product launches give suppliers a reason to build for scale.

Physical AI is beginning to move like a real market.

What Physical AI Is – and Why It Needs a Different Hardware Stack  Physical AI changes where intelligence has to run.

Cloud models can draw on vast data centers and send an answer back over the internet. A robot, car, wearable, or factory system has to make many decisions on the spot – often in milliseconds, on a tight power budget, and sometimes without a reliable connection.

That creates a very different hardware problem.

Your headphones need to filter background noise before you notice it.

A warehouse robot has to identify the right box and decide how to grip it.

An autonomous vehicle has to recognize a pedestrian and react immediately.

Those systems need fast local chips, sensors, memory, optics, power management, and connectivity working together.

That difference runs through the entire supply chain.

Six Types of Physical AI Stocks to Watch Think of Physical AI not as a single industry but as six distinct hardware categories that all need to scale simultaneously. 

1. Edge AI Chips: Running Intelligence Locally This is the foundation. Every physical AI device needs a chip that can run inference locally – fast, cool, and cheap. Qualcomm’s Snapdragon X2 is now shipping inside Microsoft’s Surface lineup. On-device AI has moved from the roadmap into products businesses can actually buy.

Arm‘s (ARM) architectures dominate mobile computing and increasingly sit inside processors designed for edge AI. Nvidia (NVDA) is pushing into embedded inference with its Jetson platform. AMD (AMD) and Intel (INTC) are fighting for their share of the AI PC market. The edge silicon war is just beginning, and the winners here get paid on every device that ships. 

Key names: QCOM, ARM, NVDA, AMD, INTC

2. Sensors and Machine Vision: Giving AI Eyes and Ears Image sensors, depth cameras, radar, lidar, microphones – these are the eyes and ears of every robot, wearable, and autonomous vehicle. 

Apple (AAPL) is reportedly exploring camera-equipped AirPods. Though the timeline remains fluid, the larger direction is clear: wearables are gaining the ability to see and interpret the world around us. That creates a new demand cycle for smaller cameras, microphones, depth sensors, and related components.

Key names: Ambarella (AMBA), ON Semiconductor (ON), STMicroelectronics (STM), Sony (SONY), Cognex (CGNX)

3. Advanced Optics: The Interface for AI Glasses AR glasses and AI eyewear aren’t a consumer curiosity anymore – they’re a hardware category. And the bottleneck? Optics. 

Waveguides, photonic displays, specialty glass, and laser projection systems are what separate a pair of glasses from a heads-up display. Corning (GLW) and Coherent (COHR) are two of the most underappreciated Physical AI plays in the market for precisely this reason. Applied Materials’ pivot into intelligent optics manufacturing signals how seriously the semiconductor equipment industry is taking this category. 

Key names: AMAT, GLW, Lumentum (LITE), COHR

4. Robotics and Automation: Where Physical AI Does the Work Unitree proved investors are ready to pay for the humanoid-robot story. The next wave will belong to robots that can earn their keep.

Genesis AI’s Eno is built to adjust to changing tasks and environments. Traditional automation follows a script. Eno is designed to respond when the real world refuses to follow it. 

Companies like Symbotic (SYM), Teradyne (TER), Rockwell Automation (ROK), and Honeywell (HON) are already deploying AI-driven automation in factories and warehouses at scale. Tesla‘s (TSLA) Optimus will keep drawing the headlines. Much of the near-term revenue, however, is already coming from less glamorous automation systems working inside factories and distribution centers. 

Key names: SYM, TER, ROK, HON, TSLA

5. Memory, Storage, and Power: Feeding Edge AI On-device AI needs more memory and storage than ordinary electronics. A wearable, robot, or AI PC has to hold models locally, process large streams of sensor data, and deliver sudden bursts of computing power without draining the battery or overheating.

That supports demand for next-generation low-power memory, larger storage systems, power-management chips, and analog components that translate signals from the physical world.

Micron (MU) is already winning here with its LPCAMM modules for AI PCs. The storage plays – Seagate (STX), Western Digital (WDC), SanDisk (SNDK) – get a demand tailwind as every edge device needs local model storage. 

Key names: MU, STX, WDC, SNDK, Monolithic Power (MPWR), Analog Devices (ADI), Texas Instruments (TXN).

6. Connectivity: Keeping Physical AI Connected to the Cloud  Even edge AI needs the cloud. Local inference handles the latency-sensitive tasks; cloud AI handles the heavy lifting – model updates, data sync, fleet coordination for robotaxis, telemetry from billions of wearables. 

That means the optical networking and connectivity layer is a direct beneficiary of Physical AI scaling. Robotaxis syncing to the cloud. AR glasses streaming map data. Industrial robots phoning home with diagnostic telemetry. Broadcom (AVGO), Marvell (MRVL), Arista (ANET), Ciena (CIEN), Credo (CRDO), and Corning are all toll roads on that data highway. 

Key names: AVGO, MRVL, ANET, CRDO, CIEN, GLW

How to Invest in Physical AI Stocks Without Chasing One Robot Unitree’s debut will make the robot maker the obvious stock people want to chase.

The broader Physical AI opportunity is much larger than any one robot company.

Every humanoid, wearable, AI PC, smart-glasses platform, autonomous vehicle, and industrial machine pulls demand through the same hardware layers: chips, sensors, optics, memory, storage, power management, and connectivity.

The winning device may change. The need for supporting hardware does not.

That creates an enormous opportunity across public markets. It also highlights an increasingly difficult task.

As this boom stretches across edge-chip suppliers, optics companies, robotics specialists, memory manufacturers, power-management firms, and networking stocks, investors have to decide which names deserve capital, how much weight each one should carry, and where different holdings depend on the same underlying trend.

Louis Navellier, Eric Fry, and I have gone back through more than 200 AI recommendations and narrowed the field to roughly 20 stocks we believe deserve capital now, each with a recommended portfolio weight. 

Unitree’s debut shows how quickly an exciting AI theme can attract capital – and how easy it is to chase the company making the loudest headline.

See where Louis, Eric, and I are focusing our attention now.
2026-08-18 14:00 2mo ago
2026-08-18 04:35 2mo ago
GE Vernova (NYSE:GEV) & Rockwell Automation (NYSE:ROK) Critical Survey
ROK Rockwell Automation
FMP Stock News
Original source text
Rockwell Automation (NYSE:ROK – Get Free Report) and GE Vernova (NYSE:GEV – Get Free Report) are both large-cap industrials companies, but which is the better stock? We will compare the two companies based on the strength of their analyst recommendations, institutional ownership, valuation, profitability, dividends, risk and earnings.

Profitability This table compares Rockwell Automation and GE Vernova’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets Rockwell Automation 13.39% 39.83% 12.97% GE Vernova 23.03% 42.42% 7.78% Insider & Institutional Ownership 75.7% of Rockwell Automation shares are owned by institutional investors. 0.8% of Rockwell Automation shares are owned by insiders. Comparatively, 0.2% of GE Vernova shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Analyst Ratings This is a breakdown of current ratings and target prices for Rockwell Automation and GE Vernova, as provided by MarketBeat. Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Rockwell Automation 0 12 9 0 2.43 GE Vernova 1 5 22 2 2.83 Rockwell Automation currently has a consensus price target of $468.67, suggesting a potential upside of 5.16%. GE Vernova has a consensus price target of $1,133.15, suggesting a potential upside of 4.70%. Given Rockwell Automation’s higher probable upside, research analysts plainly believe Rockwell Automation is more favorable than GE Vernova.

Dividends Rockwell Automation pays an annual dividend of $5.52 per share and has a dividend yield of 1.2%. GE Vernova pays an annual dividend of $2.00 per share and has a dividend yield of 0.2%. Rockwell Automation pays out 51.7% of its earnings in the form of a dividend. GE Vernova pays out 5.7% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Rockwell Automation has raised its dividend for 15 consecutive years. Rockwell Automation is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Earnings and Valuation This table compares Rockwell Automation and GE Vernova”s gross revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Rockwell Automation $8.34 billion 5.93 $869.00 million $10.67 41.77 GE Vernova $38.07 billion 7.57 $4.88 billion $34.94 30.98 GE Vernova has higher revenue and earnings than Rockwell Automation. GE Vernova is trading at a lower price-to-earnings ratio than Rockwell Automation, indicating that it is currently the more affordable of the two stocks.

Risk & Volatility Rockwell Automation has a beta of 1.54, meaning that its stock price is 54% more volatile than the S&P 500. Comparatively, GE Vernova has a beta of 1.21, meaning that its stock price is 21% more volatile than the S&P 500.

Summary GE Vernova beats Rockwell Automation on 10 of the 18 factors compared between the two stocks.

(Get Free Report)

Rockwell Automation, Inc. provides industrial automation and digital transformation solutions in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company operates through three segments, Intelligent Devices, Software & Control, and Lifecycle Services. Its solutions include hardware and software products and services. The Intelligent Devices segment offers drives, motion, safety, sensing, industrial components, and configured-to-order products. The Software & Control segment provides control and visualization software and hardware, information software, and network and security infrastructure solutions. The Lifecycle Services segment provides consulting, professional services and solutions, and connected and maintenance services. The company sells its solutions primarily through independent distributors in relation with its direct sales force. It serves discrete end markets, including automotive, semiconductor, and warehousing and logistics, as well as general industries comprising printing and publishing, marine, glass, fiber and textiles, airports, and aerospace; hybrid end markets, such as food and beverage, life sciences, household and personal care, and tire, as well as eco industrial, including water/wastewater, waste management, mass transit, and renewable energy; and process end markets comprising oil and gas, mining, metals, chemicals, pulp and paper, and others. Rockwell Automation, Inc. was founded in 1903 and is headquartered in Milwaukee, Wisconsin.

About GE Vernova (Get Free Report)

GE Vernova LLC, an energy business company, generates electricity. It operates under three segments: Power, Wind, and Electrification. The Power segments generates and sells electricity through hydro, gas, nuclear, and steam power. Wind segment engages in the manufacturing and sale of wind turbine blades; and Electrification segment provides grid solutions, power conversion, solar, and storage solutions. The company was incorporated in 2023 and is based in Cambridge, Massachusetts.

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2026-08-18 14:00 2mo ago
2026-08-18 05:09 2mo ago
Capital Financial Group Inc. Co. ADV Makes New $780,000 Investment in Rockwell Automation, Inc. $ROK
ROK Rockwell Automation
FMP Stock News
Original source text
Capital Financial Group Inc. Co. ADV purchased a new position in shares of Rockwell Automation, Inc. (NYSE:ROK – Free Report) in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 1,576 shares of the industrial products company’s stock, valued at approximately $780,000.

A number of other institutional investors have also modified their holdings of the company. Norges Bank acquired a new stake in shares of Rockwell Automation in the fourth quarter worth approximately $615,596,000. Northwestern Mutual Wealth Management Co. increased its position in Rockwell Automation by 5,925.6% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 906,192 shares of the industrial products company’s stock worth $352,572,000 after purchasing an additional 891,153 shares during the last quarter. Bank of New York Mellon Corp acquired a new position in Rockwell Automation during the second quarter worth approximately $300,589,000. Eurizon Capital SGR S.p.A. purchased a new position in Rockwell Automation during the fourth quarter worth approximately $156,017,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. purchased a new position in Rockwell Automation during the second quarter worth approximately $192,201,000. Institutional investors and hedge funds own 75.75% of the company’s stock.

Rockwell Automation Price Performance Shares of ROK stock opened at $445.69 on Tuesday. The company has a market capitalization of $49.49 billion, a PE ratio of 41.77, a price-to-earnings-growth ratio of 2.62 and a beta of 1.54. The firm has a fifty day simple moving average of $463.60 and a 200-day simple moving average of $426.67. The company has a current ratio of 1.08, a quick ratio of 0.74 and a debt-to-equity ratio of 0.74. Rockwell Automation, Inc. has a twelve month low of $332.71 and a twelve month high of $497.36.

Rockwell Automation (NYSE:ROK – Get Free Report) last released its quarterly earnings results on Tuesday, August 4th. The industrial products company reported $3.49 earnings per share for the quarter, beating analysts’ consensus estimates of $3.38 by $0.11. Rockwell Automation had a net margin of 13.39% and a return on equity of 39.83%. The business had revenue of $2.31 billion during the quarter, compared to analyst estimates of $2.24 billion. During the same period last year, the business earned $2.82 EPS. The business’s revenue was up 7.9% on a year-over-year basis. Rockwell Automation has set its FY 2026 guidance at 13.000-13.300 EPS. Equities research analysts anticipate that Rockwell Automation, Inc. will post 13.22 earnings per share for the current fiscal year. Rockwell Automation Dividend Announcement The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Monday, August 17th will be given a dividend of $1.38 per share. This represents a $5.52 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend is Monday, August 17th. Rockwell Automation’s payout ratio is presently 51.73%.

Rockwell Automation announced that its board has authorized a share repurchase program on Tuesday, June 9th that authorizes the company to buyback $1.00 billion in shares. This buyback authorization authorizes the industrial products company to buy up to 2% of its shares through open market purchases. Shares buyback programs are usually a sign that the company’s management believes its shares are undervalued.

Analyst Ratings Changes A number of research analysts recently weighed in on ROK shares. Rothschild & Co Redburn lifted their target price on Rockwell Automation from $365.00 to $378.00 in a report on Wednesday, May 6th. Citigroup dropped their price target on Rockwell Automation from $555.00 to $536.00 and set a “buy” rating for the company in a research note on Wednesday, August 5th. Barclays raised their price objective on Rockwell Automation from $400.00 to $480.00 and gave the stock an “overweight” rating in a report on Wednesday, May 6th. KeyCorp lifted their price objective on Rockwell Automation from $470.00 to $510.00 and gave the company an “overweight” rating in a research note on Wednesday, May 6th. Finally, Sanford C. Bernstein boosted their target price on Rockwell Automation from $501.00 to $514.00 and gave the stock a “market perform” rating in a report on Friday. Nine investment analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $468.67.

Get Our Latest Report on ROK

Insider Activity In related news, SVP Matthew W. Fordenwalt sold 377 shares of the business’s stock in a transaction dated Thursday, June 4th. The stock was sold at an average price of $460.51, for a total value of $173,612.27. Following the transaction, the senior vice president owned 4,437 shares in the company, valued at approximately $2,043,282.87. The trade was a 7.83% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP John M. Miller sold 1,054 shares of the stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $426.02, for a total value of $449,025.08. Following the completion of the transaction, the vice president directly owned 5,615 shares of the company’s stock, valued at $2,392,102.30. This represents a 15.80% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 1,649 shares of company stock worth $722,119. Insiders own 0.76% of the company’s stock.

Rockwell Automation Profile (Free Report)

Rockwell Automation is a global industrial automation and digital transformation company headquartered in Milwaukee, Wisconsin. The firm designs, manufactures and supports control systems, industrial control hardware and software, and related services that help manufacturers and industrial operators automate processes, improve productivity and enable data-driven decision making. Rockwell traces its heritage to the Allen-Bradley and Rockwell automation businesses and positions itself as a provider of integrated automation solutions across discrete and process industries.

The company’s product portfolio includes programmable logic controllers (PLCs), human-machine interfaces (HMIs), variable frequency drives, sensors, safety components and other industrial control hardware, often marketed under the Allen-Bradley brand.

See Also Five stocks we like better than Rockwell Automation Commodities Are Booming, But These 3 ETFs Tell Different Stories 3 Active ETFs Making Big Moves in August This ETF Is Outperforming by Avoiding the S&P 500’s Biggest Problem Birkenstock Beats the Skeptics—But Not on EPS Want to see what other hedge funds are holding ROK? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Rockwell Automation, Inc. (NYSE:ROK – Free Report).

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2026-08-18 14:00 2mo ago
2026-08-18 08:12 2mo ago
Jim Cramer Says Buy Uber, Calls Rockwell Automation 'One Ugly Chart' but a 'Great Long-Term Situation'
ROK Rockwell Automation
FMP Stock News
Original source text
On CNBC’s “Mad Money Lightning Round,” Jim Cramer recommended buying Uber Technologies, Inc. (NYSE:UBER), adding that it is one “great long-term” stock.

According to recent news, Uber and drone delivery company Zipline announced a strategic partnership on Monday to expand autonomous delivery across the U.S.

Cramer recommended buying Tanger Inc. (NYSE:SKT), saying it is good. “I saw a recommendation today of taking a price target from $45 to $46 for this $38 stock. It yields 3.25%,” he added.

Lending support to his choice, Tanger, on Aug. 4, posted better-than-expected second-quarter results.

Rockwell Automation, Inc. (NYSE:ROK) is “high, but it’s more robotics than it is data center, and I think it’s a great long-term situation. So, I would say it’s a good idea, but don’t buy it all at once because the stock is one ugly chart,” Cramer said.

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The company, on Aug. 4, reported third-quarter adjusted earnings of $3.49 per share, up 22% from a year earlier and above the analyst consensus estimate of $3.38. Revenue increased 8% year over year to $2.313 billion, beating estimates of $2.243 billion.

When asked about Amcor plc (NYSE:AMCR), he said, “I’m never going to fight anyone on 10 times earnings. But remember, they also have a kind of a non-fast-growing part of their business, and therefore there are issues, but not a lot that can’t be solved by that low PE.”

On the earnings front, Amcor posted better-than-expected earnings for the fourth quarter on Aug. 12.

Cramer said Neurocrine Biosciences, Inc. (NASDAQ:NBIX) is fine because it’s profitable. “Although I know that neurological issues are very hard, very tough. Most doctors, hospitals, medical companies don’t want to touch it, but I will say Neurocrine does good job,” he added.

Morgan Stanley analyst Jeffrey Hung, on Aug. 13, maintained an Equal-Weight rating on Neurocrine Biosciences and lowered the price target from $196 to $182.

Price Action:

Uber shares fell 1.3% to settle at $74.99 on Monday. Tanger shares slipped 0.1% to close at $38.41 during the session. Rockwell Automation fell 0.8% to settle at $444.60 on Monday. Neurocrine Biosciences shares gained 1.2% to close at $154.49. Amcor shares fell 1.1% to settle at $45.53 on Monday. Photo via Shutterstock

© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
2026-08-17 16:16 2mo ago
2026-08-17 11:58 2mo ago
Rockwell Automation: Durable Margin Expansion And Reshoring Momentum Support $564 Price Target
ROK Rockwell Automation
FMP Stock News
Original source text
I reiterate a Strong Buy rating on Rockwell Automation with a $564/share price target, supported by robust end-market outlooks and margin expansion from software revenue. Rockwell Automation is positioned for durable, margin-accretive growth as digital transformation, manufacturing reshoring, and automation drive demand, especially in software platforms. ROK's Logix platform is set to benefit from surging data center infrastructure investments, while the semiconductor, electrical equipment, aerospace & defense, and pharmaceuticals markets offer major growth opportunities.
2026-08-12 13:27 2mo ago
2026-08-12 07:24 2mo ago
Is ROK Overvalued? DCF Says Worth $161
ROK Rockwell Automation
FMP Stock News
Original source text
On August 12, 2026, we conducted a discounted cash flow (DCF) analysis for Rockwell Automation Inc (ROK) in light of its recent price performance. The stock has
2026-08-11 15:47 2mo ago
2026-08-11 10:12 2mo ago
Rockwell Automation Integrates Plex QMS With FactoryTalk Analytics VisionAI to Advance AI-Driven Quality, Continues AI Expansion
ROK Rockwell Automation
FMP Stock News
Original source text
Integration brings AI-powered visual inspection into QMS workflows to help improve quality, traceability and defect detection

, /PRNewswire/ -- Rockwell Automation, Inc. (NYSE:ROK), the world's largest company dedicated to industrial automation and digital transformation, today announced an API-enabled integration between Plex Quality Management System (QMS) and FactoryTalk® Analytics™ VisionAI™. The integration, available today, expands AI-driven quality management and reflects Rockwell's continued investment in artificial intelligence and elastic MES solutions.  

Brian Martensen, product manager, Rockwell Automation, overviews the new integration and recently introduced AI-capabilities. Rockwell continues to advance AI/ML across its offerings, including cloud-based MES platforms, edge AI and digital twins. According to Rockwell's "Scaling MES Across the Enterprise" report, 42% of manufacturing processes are expected to become AI-supported within the next year. The Plex QMS and FactoryTalk Analytics VisionAI integration offers manufacturers opportunities for strategic, automated quality intelligence. 

"AI plays a critical role in Rockwell's industrial autonomy strategy," states Devin Burke, group product manager, Rockwell Automation. "With predictive intelligence, manufacturers can shift from scripted automation to adaptable autonomy as systems learn, adjust and collaborate across software, hardware and workers." 

The integration builds on the API-first architecture of Plex QMS, enabling interoperability. When connected to FactoryTalk Analytics VisionAI, Plex QMS delivers AI-driven workflows to new and existing camera systems. These workflows help detect anomalies and reduce defects. Traditional visual inspection is only 80% effective and often fails to store inspection history. The Plex QMS and FactoryTalk Analytics VisionAI integration delivers exceptional visual inspection, as results recorded in the Plex system provide traceability, product serialization and an accurate record of inspection history. 

In addition to the new integration, Plex Connected Worker recently introduced AI-powered authoring agent within the Digital Work Instructions suite, which transforms CAD files and technical assets into structured, step-by-step instructions for frontline employees. Similarly, Plex includes an AI agent embedded within its Reporting and Analytics capabilities, delivering out‑of‑the‑box dashboards that turn operational data into real-time, actionable insights. Users can engage these agents in natural language to proactively surface risks, predict issues, and drive faster, smarter decisions—moving from operational foresight to action with a single click.  

"At Rockwell Automation, we've built a context-rich industrial data foundation shaped by years of manufacturing expertise," shares Manu Ravichandran, senior product manager, Rockwell Automation. "This foundation gives manufacturers the structure, context, and scalability needed to operationalize advanced analytics and AI across complex operations." 

You can learn more about Plex QMS here and FactoryTalk Analytics VisionAI here

About Rockwell Automation
Rockwell Automation, Inc. (NYSE: ROK), is a global leader in industrial automation and digital transformation. We connect the imaginations of people with the potential of technology to expand what is humanly possible, making the world more productive and more sustainable. Headquartered in Milwaukee, Wisconsin, Rockwell Automation employs approximately 26,000 problem solvers dedicated to our customers in more than 100 countries as of fiscal year end 2025. To learn more about how we are bringing Connected Enterprise to life across industrial enterprises, visit www.rockwellautomation.com 

SOURCE Rockwell Automation, Inc.
2026-08-10 18:07 2mo ago
2026-08-10 12:41 2mo ago
KE vs. ROK: Which Stock Is the Better Value Option?
ROK Rockwell Automation
FMP Stock News
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Investors interested in Electronics - Miscellaneous Products stocks are likely familiar with Kimball Electronics (KE - Free Report) and Rockwell Automation (ROK - Free Report) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.

We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The proven Zacks Rank emphasizes companies with positive estimate revision trends, and our Style Scores highlight stocks with specific traits.

Kimball Electronics and Rockwell Automation are sporting Zacks Ranks of #1 (Strong Buy) and #3 (Hold), respectively, right now. This means that KE's earnings estimate revision activity has been more impressive, so investors should feel comfortable with its improving analyst outlook. But this is just one factor that value investors are interested in.

Value investors analyze a variety of traditional, tried-and-true metrics to help find companies that they believe are undervalued at their current share price levels.

The Value category of the Style Scores system identifies undervalued companies by looking at a number of key metrics. These include the long-favored P/E ratio, P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that help us determine a company's fair value.

KE currently has a forward P/E ratio of 18.63, while ROK has a forward P/E of 33.56. We also note that KE has a PEG ratio of 0.93. This popular figure is similar to the widely-used P/E ratio, but the PEG ratio also considers a company's expected EPS growth rate. ROK currently has a PEG ratio of 2.59.

Another notable valuation metric for KE is its P/B ratio of 1.09. The P/B ratio is used to compare a stock's market value with its book value, which is defined as total assets minus total liabilities. For comparison, ROK has a P/B of 14.01.

These metrics, and several others, help KE earn a Value grade of A, while ROK has been given a Value grade of D.

KE has seen stronger estimate revision activity and sports more attractive valuation metrics than ROK, so it seems like value investors will conclude that KE is the superior option right now.
2026-08-10 15:43 2mo ago
2026-08-10 10:16 2mo ago
Why Rockwell Automation (ROK) International Revenue Trends Deserve Your Attention
ROK Rockwell Automation
FMP Stock News
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Have you assessed how the international operations of Rockwell Automation (ROK - Free Report) performed in the quarter ended June 2026? For this industrial equipment and software maker, possessing an expansive global footprint, parsing the trends of international revenues could be critical to gauge its financial resilience and growth prospects.

In the current global economy, which is more interconnected than ever, a company's success in penetrating international markets is crucial for its financial health and growth journey. Investors must understand a company's dependence on overseas markets, as this offers a window into the company's earnings stability, its ability to benefit from varied economic cycles and its potential for long-term growth.

Being present in foreign markets serves as protection against local economic declines and helps benefit from more rapidly expanding economies. Yet, such expansion also introduces challenges related to currency fluctuations, geopolitical uncertainties and varied market behaviors.

Our review of ROK's last quarterly performance uncovered some notable trends in the revenue contributions from its international markets, which are commonly analyzed and tracked by Wall Street experts.

The company's total revenue for the quarter stood at $2.31 billion, increasing 7.9% year over year. Now, let's delve into ROK's international revenue breakdown to gain insights into the significance of its operations beyond home turf.

Exploring ROK's International Revenue PatternsOf the total revenue, $288 million came from Asia Pacific during the last fiscal quarter, accounting for 12.5%. This represented a surprise of +5.68% as analysts had expected the region to contribute $272.52 million to the total revenue. In comparison, the region contributed $257 million, or 11.5%, and $266 million, or 12.4%, to total revenue in the previous and year-ago quarters, respectively.

EMEA generated $404 million in revenues for the company in the last quarter, constituting 17.5% of the total. This represented a surprise of -0.38% compared to the $405.52 million projected by Wall Street analysts. Comparatively, in the previous quarter, EMEA accounted for $430 million (19.2%), and in the year-ago quarter, it contributed $392 million (18.3%) to the total revenue.

Latin America accounted for 6% of the company's total revenue during the quarter, translating to $139 million. Revenues from this region represented a surprise of +9.93%, with Wall Street analysts collectively expecting $126.44 million. When compared to the preceding quarter and the same quarter in the previous year, Latin America contributed $140 million (6.3%) and $132 million (6.2%) to the total revenue, respectively.

Prospective Revenues in International MarketsWall Street analysts expect Rockwell Automation to report $2.39 billion in total revenue for the current fiscal quarter, indicating an increase of 3.2% from the year-ago quarter. Asia Pacific, EMEA and Latin America are expected to contribute 11.7% (translating to $279.9 million), 17.1% ($409.3 million), and 6% ($144.37 million) to the total revenue, respectively.

For the entire year, the company's total revenue is forecasted to be $8.97 billion, which is an improvement of 7.5% from the previous year. The revenue contributions from different regions are expected as follows: Asia Pacific will contribute 11.9% ($1.06 billion), EMEA 18% ($1.62 billion) and Latin America 6.1% ($549.81 million) to the total revenue.

Wrapping UpRockwell Automation's reliance on international markets for revenues offers both opportunities and risks. Hence, keeping an eye on its international revenue trends could significantly help forecast the company's prospects.

With the increasing intricacies of global interdependence and geopolitical strife, Wall Street analysts meticulously observe these patterns, especially for companies with an international footprint, to tweak their forecasts of earnings. Importantly, several additional factors, such as a company's domestic market status, also impact these earnings forecasts.

Emphasizing a company's shifting earnings prospects is a key aspect of our approach at Zacks, especially since research has proven its substantial influence on a stock's price in the short run. This correlation is positively aligned, meaning that improved earnings projections tend to boost the stock's price.

Our proprietary stock rating tool, the Zacks Rank, with its externally validated exceptional track record, harnesses the power of earnings estimate revisions to serve as a dependable measure for anticipating the short-term price trends of stocks.

At present, Rockwell Automation holds a Zacks Rank #3 (Hold). This ranking implies that its near-term performance might mirror the overall market movement. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Reviewing Rockwell Automation's Recent Stock Price TrendsThe stock has declined by 6.6% over the past month compared to the 3.4% increase of the Zacks S&P 500 composite. Meanwhile, the Zacks Computer and Technology sector, which includes Rockwell Automation,has increased 2.8% during this time frame. Over the past three months, the company's shares have experienced a loss of 1.7% relative to the S&P 500's 6% increase. Throughout this period, the sector overall has witnessed a 3% increase.
2026-08-10 10:54 2mo ago
2026-08-10 04:17 2mo ago
Contravisory Investment Management Inc. Buys 17,960 Shares of Rockwell Automation, Inc. $ROK
ROK Rockwell Automation
FMP Stock News
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Contravisory Investment Management Inc. raised its position in shares of Rockwell Automation, Inc. (NYSE:ROK – Free Report) by 9,354.2% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 18,152 shares of the industrial products company’s stock after buying an additional 17,960 shares during the quarter. Rockwell Automation comprises about 1.6% of Contravisory Investment Management Inc.’s investment portfolio, making the stock its 28th largest holding. Contravisory Investment Management Inc.’s holdings in Rockwell Automation were worth $8,987,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Brighton Jones LLC purchased a new stake in shares of Rockwell Automation during the fourth quarter valued at $281,000. AQR Capital Management LLC boosted its holdings in Rockwell Automation by 75.9% in the first quarter. AQR Capital Management LLC now owns 8,139 shares of the industrial products company’s stock valued at $2,059,000 after acquiring an additional 3,513 shares during the last quarter. Empowered Funds LLC grew its position in Rockwell Automation by 142.7% during the first quarter. Empowered Funds LLC now owns 7,305 shares of the industrial products company’s stock valued at $1,887,000 after acquiring an additional 4,295 shares during the period. Acadian Asset Management LLC increased its stake in Rockwell Automation by 233.6% during the first quarter. Acadian Asset Management LLC now owns 1,878 shares of the industrial products company’s stock worth $484,000 after acquiring an additional 1,315 shares during the last quarter. Finally, Jump Financial LLC purchased a new position in shares of Rockwell Automation in the 2nd quarter worth about $868,000. Hedge funds and other institutional investors own 75.75% of the company’s stock.

Wall Street Analyst Weigh In A number of brokerages have recently issued reports on ROK. Evercore set a $485.00 target price on Rockwell Automation in a report on Wednesday. Barclays lifted their price target on shares of Rockwell Automation from $400.00 to $480.00 and gave the company an “overweight” rating in a research report on Wednesday, May 6th. Robert W. Baird set a $514.00 price objective on shares of Rockwell Automation in a research report on Wednesday. Wells Fargo & Company lifted their target price on shares of Rockwell Automation from $360.00 to $440.00 and gave the company an “equal weight” rating in a report on Wednesday, May 6th. Finally, Rothschild & Co Redburn boosted their price objective on Rockwell Automation from $365.00 to $378.00 in a research note on Wednesday, May 6th. Nine investment analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Rockwell Automation currently has an average rating of “Hold” and a consensus target price of $468.05.

View Our Latest Stock Report on Rockwell Automation

Rockwell Automation Trading Down 0.0% Shares of ROK opened at $440.95 on Monday. The stock has a market capitalization of $48.97 billion, a P/E ratio of 41.33, a PEG ratio of 2.58 and a beta of 1.54. Rockwell Automation, Inc. has a twelve month low of $328.70 and a twelve month high of $497.36. The company has a quick ratio of 0.74, a current ratio of 1.08 and a debt-to-equity ratio of 0.74. The firm has a fifty day simple moving average of $464.99 and a two-hundred day simple moving average of $425.51.

Rockwell Automation (NYSE:ROK – Get Free Report) last issued its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $3.49 EPS for the quarter, beating the consensus estimate of $3.38 by $0.11. The firm had revenue of $2.31 billion during the quarter, compared to the consensus estimate of $2.24 billion. Rockwell Automation had a net margin of 13.39% and a return on equity of 39.83%. The company’s quarterly revenue was up 7.9% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.82 earnings per share. Rockwell Automation has set its FY 2026 guidance at 13.000-13.300 EPS. On average, research analysts anticipate that Rockwell Automation, Inc. will post 13.19 EPS for the current year.

Rockwell Automation Announces Dividend The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Monday, August 17th will be issued a $1.38 dividend. The ex-dividend date is Monday, August 17th. This represents a $5.52 annualized dividend and a yield of 1.3%. Rockwell Automation’s dividend payout ratio (DPR) is 51.73%.

Rockwell Automation declared that its Board of Directors has initiated a stock repurchase program on Tuesday, June 9th that permits the company to repurchase $1.00 billion in shares. This repurchase authorization permits the industrial products company to buy up to 2% of its shares through open market purchases. Shares repurchase programs are generally a sign that the company’s board believes its shares are undervalued.

Insider Activity at Rockwell Automation In related news, SVP Matthew W. Fordenwalt sold 377 shares of the company’s stock in a transaction that occurred on Thursday, June 4th. The stock was sold at an average price of $460.51, for a total transaction of $173,612.27. Following the completion of the transaction, the senior vice president owned 4,437 shares in the company, valued at $2,043,282.87. This represents a 7.83% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP John M. Miller sold 1,054 shares of the firm’s stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $426.02, for a total value of $449,025.08. Following the completion of the sale, the vice president directly owned 5,615 shares of the company’s stock, valued at $2,392,102.30. The trade was a 15.80% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 1,649 shares of company stock worth $722,119 over the last three months. Insiders own 0.76% of the company’s stock.

Rockwell Automation Profile (Free Report)

Rockwell Automation is a global industrial automation and digital transformation company headquartered in Milwaukee, Wisconsin. The firm designs, manufactures and supports control systems, industrial control hardware and software, and related services that help manufacturers and industrial operators automate processes, improve productivity and enable data-driven decision making. Rockwell traces its heritage to the Allen-Bradley and Rockwell automation businesses and positions itself as a provider of integrated automation solutions across discrete and process industries.

The company’s product portfolio includes programmable logic controllers (PLCs), human-machine interfaces (HMIs), variable frequency drives, sensors, safety components and other industrial control hardware, often marketed under the Allen-Bradley brand.

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