Are Wall Street Analysts Bullish on Rockwell Automation Stock?

With a market cap of $38.2 billion, Rockwell Automation, Inc. (ROK) is a global leader in industrial automation and digital transformation solutions. Through its Intelligent Devices, Software & Control, and Lifecycle Services segments, the company serves diverse industries across discrete, hybrid, and process end markets worldwide.

Shares of the industrial equipment and software maker have outperformed the broader market over the past 52 weeks. ROK stock has increased 27.9% over this time frame, while the broader S&P 500 Index ($SPX) has rallied 13.3%. Moreover, shares of ROK are up 18.8% on a YTD basis, compared to SPX’s 8.3% gain.

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Focusing more closely, shares of the Milwaukee, Wisconsin-based company have also outpaced the Industrial Select Sector SPDR Fund’s (XLI) 17.6% return over the past 52 weeks.www.barchart.com

Despite beating estimates with Q3 2025 adjusted EPS of $2.82 and revenue of $2.1 billion, Rockwell Automation’s stock fell over 5% on Aug. 6 as investors focused on weakness in certain segments. Lifecycle Services sales dropped 6% year-over-year to $547 million, with operating margin plunging to 13.3%, and Intelligent Devices' operating earnings declined to $182 million.

For the fiscal year ending in September 2025, analysts expect ROK’s adjusted EPS to grow 3.2% year-over-year to $10.02. Moreover, the company's earnings surprise history is promising. It topped the consensus estimates in the last four quarters.

Among the 25 analysts covering the stock, the consensus rating is a “Moderate Buy.” That’s based on 11 “Strong Buy” ratings, 13 “Holds,” and one “Strong Sell.”www.barchart.com

This configuration is slightly more bullish than three months ago, with 10 “Strong Buy” ratings on the stock.

On Aug. 14, Barclays analyst Julian Mitchell raised Rockwell Automation’s price target to $370 while maintaining an “Overweight” rating, citing a favorable risk/reward outlook for the second half of the year.

The mean price target of $345.73 represents a 1.8% premium to ROK’s current price levels. The Street-high price target of $410 suggests a 20.8% potential upside.

On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com

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