ROK Rockwell Automation, Inc.

President Trump’s latest disclosures show he sold shares of Walt Disney (NYSE:DIS) and Rockwell Automation (NYSE:ROK) in July, and did not buy either stock. Insider Monkey’s proprietary database of billionaire investors also shows that both stocks lost billionaire holders in the second quarter of 2026. Disney dropped from 33 billionaire holders to 28, and Rockwell […]

KE vs. ROK: Which Stock Is the Better Value Option?

Anthropic announced that Rockwell Automation has joined its Project Glasswing initiative, gaining controlled access to Claude Mythos 5 to enhance discovery, validation, prioritization, and remediation of cybersecurity vulnerabilities across critical industrial software and connected systems. This move highlights Rockwell’s focus on strengthening cyber resilience in the connected industrial infrastructure that manufacturers rely on, potentially affecting how customers assess its products’...

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 Con

Rockwell Automation has delivered a strong multi year share price run, yet the current US$415.62 tag raises a simple question for you as an investor. Do the company’s underlying cash flows support that valuation, or has the stock moved ahead of what the business is presently generating in hard dollars? Rockwell Automation has returned 55.2% over the past 3 years, which puts real pressure on its cash flows to justify how far the share price has come. The firm’s work with Anthropic’s Project...

Rockwell Automation (ROK) has joined Anthropic’s Project Glasswing, giving its security teams controlled access to Claude Mythos 5 to probe software vulnerabilities across connected industrial systems that manufacturers use every day. The recent Project Glasswing news comes amid a mixed price backdrop for Rockwell Automation, with a 1-day share price return of 1.36% and a 90-day share price return that declined 12.28% from recent highs. At the same time, the 1-year total shareholder return of...

Rockwell Automation has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 16% to $411.78 per share while the index has gained 14%.

Rockwell is joining Anthropic’s Project Glasswing to advance AI-powered cybersecurity for industrial infrastructure.

Teradyne (TER) makes the equipment that tests semiconductors, and AI data centers have remade a business that last peaked on smartphones in 2021. The stock has returned about 185% over the past year. Even after falling about 32% from its 52-week high, it trades at about 41.8 times trailing adjusted earnings, the least useful number on the screen.

Teradyne (TER) trades at 51.7 times trailing earnings. A multiple that high is a requirement rather than an opinion: the business has to grow into it, and you can work out how much growth that takes. The harder question is whether the calculation deserves your trust when the trailing year has been this unusual.

Rockwell Automation has outperformed the broader S&P 500 Index over the past year, although analysts remain cautiously optimistic about the company’s outlook.

KE vs. ROK: Which Stock Is the Better Value Option?

ETN plans a $242M Arkansas plant to double U.S. Fibrebond capacity, ease constraints and support AI, grid modernization and electrification.

Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at Rockwell Automation (NYSE:ROK) and its peers.

Rockwell Automation stock has delivered a solid 44.6% return over the past five years, while current valuation checks suggest the shares trade at a premium to an intrinsic value estimate built from projected cash flows and to what earnings based multiples imply. A 44.6% gain over five years points to a stock that has already rewarded patient shareholders, which can make entry points more sensitive to valuation assumptions. Expectations for continued cash generation from Rockwell Automation's...

In late August 2026, Rockwell Automation launched TechConnectIQ Support, expanded its OT Cybersecurity Assessment Suite with Indinvest LT and H.S. Automation, and introduced an AI-enabled integration between Plex QMS and FactoryTalk Analytics VisionAI to enhance industrial support, cybersecurity and quality management. Together, these moves highlight Rockwell’s push to make industrial operations more intelligent and resilient by combining remote support, cybersecurity assessments and...

KE vs. ROK: Which Stock Is the Better Value Option?

Executive retains $4.5 million in direct holdings after sale tied to equity vesting. The Rule 10b5-1 plan was established nine months prior.

Even if they go mostly unnoticed, industrial businesses are the backbone of our country. But they are at the whim of volatile macroeconomic factors that influence capital spending (like interest rates), and the market seems convinced that demand will slow. Due to this bearish outlook, the industry has tumbled by 2.5% over the past six months. This performance is a far cry from the S&P 500’s 10.8% ascent.

Despite Rockwell Automation’s strong performance relative to the broader market over the past 52 weeks, Wall Street analysts remain cautiously optimistic about the stock's prospects.

Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.

When Wall Street turns bearish on a stock, it’s worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.

Eaton's Electrical Americas segment is powering growth on AI, data centers and electrification, backed by strong margins, backlog and capacity expansion.

Honeywell Technologies faces near-term pressure from weak demand, rising costs and debt, but automation growth and a $20B backlog offer support.

This article first appeared on GuruFocus. Rockwell Automation Inc (NYSE:ROK) recently announced a total dividend of $1.38 per share, with the ex-dividend date set for 2026-08-17. This includes a $1.38 per share cash dividend payable on 2026-09-10.

Rockwell Automation (ROK) has drawn fresh investor attention after announcing an API enabled integration between its Plex Quality Management System and FactoryTalk Analytics VisionAI, extending AI driven quality workflows to camera based inspections. See our latest analysis for Rockwell Automation. Recent events around Rockwell Automation, including raised 2026 sales and EPS guidance, robust third quarter results and ongoing share repurchases, sit alongside a 12.75% year to date share price...

Rockwell Automation stock has delivered a strong 60.1% return over the past three years, yet both the Discounted Cash Flow (DCF) intrinsic value estimate and the market multiple checks currently point to the shares trading at a premium. Over the past three years Rockwell Automation has returned 60.1%, which sets a high bar for any further upside to be supported by fundamentals. Recent focus on AI driven quality and automation, including new integrations in its software suite, can support...

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]

While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.

Rockwell Automation’s second quarter results drew a negative market response despite revenue and adjusted EPS both exceeding Wall Street expectations. Management attributed the outperformance to robust demand across discrete manufacturing sectors, particularly in semiconductors, data centers, and e-commerce automation, as well as the successful rollout of new hardware and software products. CEO Blake Moret cited "broad-based growth across all product lines," with the Intelligent Devices and Soft

CEO Blake Moret discusses strong software growth and tariff headwinds.

Expensive stocks often command premium valuations because the market thinks their business models are exceptional. However, the downside is that high expectations are already baked into their prices, leaving little room for error if they stumble even slightly.

KE vs. ROK: Which Stock Is the Better Value Option?

Examine Rockwell Automation's (ROK) international revenue patterns and their implications on Wall Street's forecasts and the prospective trajectory of the stock.

Rockwell Automation (NYSE:ROK) reported third-quarter fiscal 2026 results that exceeded its expectations, supported by double-digit organic sales growth, stronger earnings and broad demand in several automation markets. The company also raised its full-year sales and adjusted earnings outlook. Chai

Rockwell Automation's broader end-market demand, stronger margins and raised fiscal 2026 outlook signal momentum, even as inflation and tariffs increase costs.

Rockwell Automation reported its fiscal third-quarter 2026 results, with sales rising to US$2,313 million and net income to US$408 million, and raised its full-year 2026 sales and diluted EPS guidance. The company’s improved margins, stronger outlook, and growing software-led wins such as the Plex MES deployment at Arriyadh Roaster highlight how higher-value digital solutions are becoming a more important earnings driver. Next, we’ll examine how Rockwell’s stronger guidance and margin...

Moby summary of Rockwell Automation, Inc.'s Q3 2026 earnings call

Rockwell Automation Inc (ROK) delivers double-digit sales growth and raises full-year outlook, while navigating persistent inflation and tariff-related headwinds.

Rockwell Automation tops Q3 earnings and revenue estimates as margin expansion boosts results, prompting it to raise its fiscal 2026 outlook.

Shares of one automation technology provider slipped after earnings, while another jumped. The new $13.15 midpoint implies fourth quarter earnings per share of about $3.60. Shares of automation technology provider Zebra Technologies were up 20% at $350 after it reported better-than-expected fiscal second-quarter numbers.

Rockwell Automation, Inc. (NYSE:ROK) reported third-quarter fiscal 2026 results that topped Wall Street expectations, but the company’s shares fell more than 4% in pre-market trading as investors focused on its updated earnings outlook.

A warehouse robotics company is generating cash like a high-yield bond, yet the market is pricing it as if that cash flow could vanish.

Although the revenue and EPS for Rockwell Automation (ROK) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Industrials automation company Rockwell (NYSE:ROK) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 7.9% year on year to $2.31 billion. The company expects the full year’s revenue to be around $9 billion, close to analysts’ estimates. Its non-GAAP profit of $3.49 per share was 3.2% above analysts’ consensus estimates.

Rockwell Automation (ROK) delivered earnings and revenue surprises of +2.95% and +2.54%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

US equity futures were tracking in the green on Tuesday as traders await the latest batch of corpora

Industrials automation company Rockwell (NYSE:ROK) will be reporting results this Tuesday morning. Here’s what to expect.

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Rockwell Automation (NYSE:ROK) and the rest of the internet of things stocks fared in Q1.

ROK heads into the Q3 earnings release with a double-digit EPS growth forecast as pricing actions, organic sales gains and manufacturing demand remain in focus.