Added to YB: 2026-05-08
Pitch date: 2026-05-06
ROK [bullish]
Rockwell Automation, Inc.
-2.33%
current return
Author Info
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Company Info
Rockwell Automation, Inc., together with its subsidiaries, provides industrial automation and digital transformation solutions in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.
Market Cap
$51.6B
Pitch Price
$459.27
Price Target
512.00 (+11%)
Dividend
1.20%
EV/EBITDA
26.23
P/E
47.70
EV/Sales
6.28
Sector
Electrical Equipment
Category
growth
Smart Money in ROK- Here’s Why You Should Tag Along.
ROK (calls bought): Q2 beat w/ $2.2B sales (+12% YoY), $3.30 EPS vs $2.89 est. FY26 EPS guide raised to $12.50-$13.10 from $11.50-$12.00. $11.2B backlog driven by structural tailwinds: data centers ($2B+ AI pipeline), semis (20% CHIPS Act fabs), warehouse auto (+30% YoY). 22.5% op margin, software mix at 34.9%. Bought 600 $510C Nov'26 @ $22.80. Street PT $400-$415 lags fundamentals; 35-40x EPS = $448-$512 upside.
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