Rockwell Automation, IncNYSE: ROK

No material news in the last 48 hours.

No material news in the last 48 hours.

No material news in the last 48 hours.

No material news in the last 48 hours.

Rockwell Automation reported Q2 2026 EPS of $3.30 and revenue of $2.24B on May 5, beating consensus on EPS by 13.14%, and raised guidance citing AI/data-center demand. Shares jumped 5.37% to $459.35 on May 6. Multiple analysts raised price targets in May: Morgan Stanley to $525 from $460, Barclays to $480 from $400, TD Cowen to $400 from $350, and Stephens initiated/maintained a Buy. The 11th annual State of Smart Manufacturing report released May 19 highlighted 90% of manufacturers calling digital transformation essential. Rockwell also expanded EtherNet/IP in-cabinet solutions on May 14 and deployed AI with Actemium to cut refrigeration energy use by 17% (~$130K annual savings per site) for frozen-food producers.

ROK Stock Surges 5.4% on May 6meyka.comRockwell Automation Actemium AI Deploymentprnewswire.comState of Smart Manufacturing Reportstocktitan.net

On May 19, Rockwell published its global State of Smart Manufacturing survey of 1,500+ manufacturers across 17 countries, finding 59% are actively deploying smart manufacturing tech and 34% of operations are AI-augmented. This follows Q2 2026 results on May 5 (EPS $3.30, revenue $2.24B, both beats) and raised full-year guidance citing AI/data center demand. ROK is also presenting at Baird's 2026 Global Consumer, Technology & Services Conference on May 19. The report and conference reinforce the structural AI-driven industrial automation narrative. Risk: high expectations are now baked in after multiple analyst upgrades and the stock's recent 5.4% post-earnings surge to ~$459.

90% of Manufacturers Say Digital Transformation Is Now Essentialstocktitan.netRockwell Automation to Present at Baird's 2026 Conferencestocktitan.netROK Stock Surges 2.2% on May 11, 2026 as AI Strategy Gains Momentummeyka.com

Rockwell Automation reported Q2 FY26 (May 5) EPS of $3.30 vs. $2.88 consensus and revenue of $2.24B (+11.9% YoY) vs. $2.16B expected, raising FY26 EPS guidance to $12.50-$13.10 and revenue to $9.3B-$9.7B. Analysts followed with price target hikes: TD Cowen to $400 (Hold), Barclays to $480 from $400, Morgan Stanley to $525 from $460. May 11 product launch with Actemium for autonomous AI refrigeration cut energy 17%. Wolfe conference May 20. Bear case: industrial cyclicality and high valuation if AI capex slows.

Rockwell Automation Q2 earnings beat, guidance raisedad-hoc-news.deROK Maintained by TD Cowen — Price Target Raised to $400gurufocus.comROK Stock Surges 5.4% After Strong Earnings Beatmeyka.com

Rockwell Automation announced on May 11, 2026 that its PlantPAx distributed control system powers a new autonomous AI application from partner Actemium that improves industrial refrigeration energy efficiency by 17%, delivering roughly $130,000 in annual savings per site. The stock climbed 2.2% to $458.63 on May 11 on AI tailwinds. On May 13, TD Cowen raised its price target to $400 from $350 (Hold). Earlier in May, after the May 5 Q2 2026 earnings beat (EPS $3.30 vs. $2.88 estimate; revenue $2.24B up 11.9% YoY), Morgan Stanley raised its target to $525 from $460 and Barclays raised to $480 from $400. FY26 guidance was lifted to $12.50-$13.10 EPS and $9.3-9.7B revenue. Executives are slated to present at the Wolfe Research conference on May 20.

Rockwell Automation, Actemium Deploy AI to Cut Refrigeration Energy Use by 17%prnewswire.comROK Stock Surges 2.2% on May 11, 2026 as AI Strategy Gains Momentummeyka.comROK Maintained by TD Cowen -- Price Target Raised to $400gurufocus.com

Rockwell Automation reported Q2 FY2026 EPS of $3.30 and revenue of $2.24B (+11.9% YoY), both beating expectations; FY26 EPS guidance was raised to $12.50-$13.10 and organic growth to 5-9%. Shares jumped 5.4% to $459.35 on May 6 and 2.2% on May 11 after AI deal news; closed $456.54 on May 14. On May 11, ROK announced its PlantPAx system powers an Actemium AI tool cutting refrigeration energy 17% (~$130K annual savings per site). Analyst targets raised May 7: TD Cowen to $400 (from $350), Barclays to $480 (from $400), Morgan Stanley to $525 (from $460). Risk: premium valuation at P/E ~47.7 leaves little room for execution slippage.

Rockwell Automation beats estimates, raises outlook as stock jumpsseekingalpha.comRockwell Automation AI trims refrigeration energy 17%stocktitan.netROK Maintained by TD Cowen -- Price Target Raised to $400gurufocus.com

Rockwell Automation delivered Q2 FY26 (Q1 CY2026) results with sales up 11.9% YoY to $2.24B and non-GAAP EPS of $3.30, 14.5% above consensus. Management raised full-year FY26 adjusted EPS guidance to $12.50-$13.10 (midpoint $12.80, an 8.5% increase) and lifted organic growth expectations to 5-9%. On May 11, ROK announced a collaboration with Actemium deploying AI-driven cooling optimization that cuts refrigeration energy use 17%, saving an estimated $130,000 annually per food production site. Following the beat-and-raise, Morgan Stanley raised its PT to $525 from $460, Barclays to $480 from $400, and TD Cowen to $400 from $350. Shares hit a 52-week high near $458.63, up 17.8% in the past month and 55.8% YoY, fueled by AI data center demand. Next presentation at Wolfe Research conference May 20.

Rockwell Automation Delivers Impressive Q1 CY2026, Stock Soarsstockstory.orgRockwell Automation, Actemium Deploy AI to Cut Refrigeration Energy Useprnewswire.comROK Stock Surges on AI Strategy Momentummeyka.com

Rockwell Automation rose 2.2% to $458.63 on May 11, 2026 as investor enthusiasm continued for its applied AI strategy, including a deployment using PlantPAx DCS and Actemium's RtCOP that cut industrial refrigeration energy use 17% and saved ~$130,000 per site annually. The momentum follows the May 5 fiscal Q2 2026 earnings beat (adjusted EPS $3.30 vs $2.88 expected, revenue up 11.9% to $2.24B) and raised FY guidance to $12.50-$13.10 EPS on $9.3B-$9.7B revenue. Demand strength spans warehouse automation, data center, semiconductors and energy. Executives will present at the Wolfe Research conference on May 20. Analyst price targets were broadly raised, including Morgan Stanley to $525, KeyBanc to $510, Citi to $500, and Barclays to $480.

ROK Stock Surges 2.2% on May 11, 2026 as AI Strategy Gains Momentummeyka.comRockwell Automation AI trims refrigeration energy 17%stocktitan.netRockwell Automation Wolfe conference webcast May 20stocktitan.net

Rockwell Automation reported Q2 FY26 revenue of $2.24 billion (up 11.9% YoY) and net income of $350 million, with raised full-year fiscal 2026 sales and earnings guidance. Multiple analysts raised price targets following the print: Morgan Stanley to $525 (from $460), KeyBanc to $510 (from $470), Citi to $500 (from $466), Evercore ISI to $480 (from $440), Goldman Sachs to $487. Rockwell announced its PlantPAx control system powers an AI app cutting industrial refrigeration energy by 17% (~$130K savings per site) for a frozen-food customer. The company declared a $1.38 quarterly dividend with ex-date May 18.

A Look At Rockwell Automation (ROK) Valuation After Strong Earnings Beatsimplywall.stROK Stock Surges 2.2% on May 11, 2026meyka.comRockwell Automation AI trims refrigeration energy 17%stocktitan.net

Rockwell Automation reported strong Q2 FY26 results on May 5-6, posting EPS of $3.30 (14.5% above consensus) and revenue of $2.24B (up 12% YoY). Sales growth was led by warehouse automation, data center, semiconductor, and energy demand. The company raised full-year FY26 adjusted EPS guidance and sales growth range, citing AI/data center spending tailwinds. Shares rallied roughly 10.7% on May 5 and closed at $459.35 on May 6, near 52-week highs. Wells Fargo raised its price target to $440 from $360, and Morgan Stanley boosted to $525 from $460. Management will present at the Wolfe Research conference on May 20.

ROK Stock Surges 5.4% on May 6, 2026 After Strong Earnings Beatmeyka.comRockwell Automation NYSE:ROK Delivers Impressive Q1 CY2026stockstory.orgRockwell Automation NYSE:ROK Price Target Raised to $440.00dailypolitical.com