Update shared on 28 Nov 2025
Fair value Increased 1.29%Analysts have raised their price target for Rockwell Automation by $4.96 to $389.08. This reflects improved growth and profitability expectations for the company.
What's in the News
- Initiated a strategic collaboration with alfanar to establish a manufacturing zone in Riyadh. This collaboration supports Saudi Arabia's Vision 2030 and focuses on assembling advanced automation panels for key infrastructure projects. (Client Announcements)
- Announced plans to build a new greenfield manufacturing site in Southeastern Wisconsin. This represents the next stage of a $2 billion investment and could become Rockwell's largest manufacturing campus globally. (Business Expansions)
- Launched the SecureOT™ solution suite, a comprehensive industrial cybersecurity offering tailored for manufacturers and critical infrastructure. The suite provides protection, advisory, and managed security services. (Product-Related Announcements)
- Completed the repurchase of over 34.9 million shares for $6.07 billion under a long-term buyback program, with the latest tranche covering Q3 2025. (Buyback Tranche Update)
- Provided fiscal year 2026 guidance with expected reported sales growth of 3% to 7% and projected diluted EPS between $10.40 and $11.40. (Corporate Guidance – New/Confirmed)
Valuation Changes
- Fair Value: Increased slightly from $384.12 to $389.08. This reflects a modest upward revision in analyst expectations.
- Discount Rate: Decreased from 9.37% to 9.28%. This indicates a slightly lower perceived risk in the company’s financial outlook.
- Revenue Growth: Improved marginally from 6.14% to 6.23%. This supports a positive outlook for future top-line performance.
- Net Profit Margin: Rose from 15.77% to 16.07%. This suggests enhanced operational efficiency and profitability.
- Future P/E: Declined from 36.10x to 34.43x. This points to a slightly improved earnings outlook relative to share price.
Disclaimer
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