Update shared on 12 Dec 2025
Fair value Increased 9.79%Analysts have raised their price target on Rockwell Automation from approximately 269 dollars to about 295 dollars, citing expectations for slightly faster revenue growth, modestly higher profit margins, and a marginally richer future earnings multiple, despite a higher assumed discount rate.
What's in the News
- Announced a strategic collaboration with alfanar to create a dedicated automation panel manufacturing zone in Riyadh, supporting Saudi Arabia's Vision 2030 and initially serving major infrastructure projects like the Saudi Water Authority (Client Announcements)
- Unveiled plans for a new greenfield manufacturing campus in Southeastern Wisconsin, potentially its largest global site, as part of a broader 2 billion dollars investment in plants, digital infrastructure and talent over five years (Business Expansions)
- Launched the SecureOT solution suite, a comprehensive industrial cybersecurity platform combining technology, professional services and managed security to protect complex operational technology environments and align with leading global frameworks (Product-Related Announcements)
- Initiated local assembly of OTTO autonomous mobile robots at its Milwaukee headquarters, expanding capacity to meet U.S. demand and advancing smart, resilient manufacturing with material handling automation (Product-Related Announcements)
- Issued fiscal 2026 guidance calling for 3 percent to 7 percent reported sales growth and diluted EPS of 10.40 dollars to 11.40 dollars, signaling continued expectations for profitable expansion despite macro uncertainty (Corporate Guidance: New/Confirmed)
Valuation Changes
- The fair value estimate has risen slightly, moving from approximately 269 dollars to about 295 dollars per share.
- The discount rate has increased modestly, from roughly 8.88 percent to about 9.31 percent, reflecting a slightly higher assumed risk profile.
- Revenue growth has edged higher, from about 5.20 percent to approximately 5.81 percent, indicating expectations for somewhat faster top line expansion.
- Net profit margin has improved slightly, increasing from around 15.41 percent to roughly 15.79 percent, implying modestly better profitability.
- The future P/E multiple has ticked up marginally, from about 26.63 times to roughly 26.94 times forward earnings, suggesting a slightly richer valuation assumption.
Have other thoughts on Rockwell Automation?
Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.
Create NarrativeDisclaimer
AnalystLowTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystLowTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystLowTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.