Rockwell Automation (NYSE:ROK) Given New $515.00 Price Target at BNP Paribas Exane

Key Points

• BNP Paribas Exane raised its price target to $515, signaling about a 14.8% upside from the current share price.
• Strong Q2 results and upgraded guidance: Rockwell beat estimates with $3.30 EPS and $2.24B revenue, and raised FY‑2026 guidance to $12.50–13.10 EPS (revenue $9.3–9.7B), driving the stock toward record highs.
• Risks and insider activity: the company disclosed heightened cyber/third‑party data privacy risks, and insiders sold roughly 51,375 shares in the past 90 days; analysts' consensus is a "Moderate Buy" with an average target of $427.63.

Rockwell Automation (NYSE:ROK - Get Free Report) had its price target increased by analysts at BNP Paribas Exane from $495.00 to $515.00 in a research note issued on Wednesday,MarketScreener reports. BNP Paribas Exane's target price would indicate a potential upside of 14.82% from the stock's current price.

ROK has been the subject of a number of other research reports. Argus upgraded shares of Rockwell Automation to a "strong-buy" rating in a report on Friday, January 16th. Jefferies Financial Group reissued a "hold" rating and set a $380.00 price objective (down from $490.00) on shares of Rockwell Automation in a report on Tuesday, March 31st. TD Cowen boosted their price target on shares of Rockwell Automation from $330.00 to $350.00 and gave the company a "hold" rating in a research report on Friday, February 20th. Rothschild & Co Redburn boosted their price objective on Rockwell Automation from $335.00 to $365.00 and gave the stock a "neutral" rating in a report on Wednesday, January 21st. Finally, Barclays reissued an "overweight" rating and issued a $480.00 target price on shares of Rockwell Automation in a research note on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and eleven have given a Hold rating to the company's stock. Based on data from MarketBeat, Rockwell Automation has an average rating of "Moderate Buy" and an average target price of $427.63.

Rockwell Automation Trading Up 2.9%

Shares of Rockwell Automation stock opened at $448.54 on Wednesday. Rockwell Automation has a 12-month low of $277.66 and a 12-month high of $455.97. The company has a current ratio of 1.16, a quick ratio of 0.80 and a debt-to-equity ratio of 0.68. The company has a market capitalization of $50.40 billion, a P/E ratio of 51.46, a price-to-earnings-growth ratio of 2.86 and a beta of 1.56. The stock has a fifty day simple moving average of $384.37 and a 200 day simple moving average of $390.50.

Rockwell Automation (NYSE:ROK - Get Free Report) last announced its earnings results on Tuesday, May 5th. The industrial products company reported $3.30 EPS for the quarter, beating the consensus estimate of $2.88 by $0.42. The company had revenue of $2.24 billion during the quarter, compared to the consensus estimate of $2.16 billion. Rockwell Automation had a net margin of 11.56% and a return on equity of 34.92%. The firm's revenue for the quarter was up 11.9% on a year-over-year basis. During the same quarter in the prior year, the company posted $2.45 earnings per share. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. On average, sell-side analysts anticipate that Rockwell Automation will post 12.14 earnings per share for the current fiscal year.

Insider Buying and Selling at Rockwell Automation

In other Rockwell Automation news, SVP Christopher Nardecchia sold 14,465 shares of Rockwell Automation stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $410.01, for a total value of $5,930,794.65. Following the completion of the transaction, the senior vice president directly owned 14,232 shares of the company's stock, valued at approximately $5,835,262.32. The trade was a 50.41% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Cyril Perducat sold 198 shares of the stock in a transaction that occurred on Friday, April 10th. The shares were sold at an average price of $395.00, for a total transaction of $78,210.00. Following the sale, the senior vice president owned 6,241 shares in the company, valued at approximately $2,465,195. The trade was a 3.08% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 51,375 shares of company stock worth $20,828,717 in the last 90 days. Insiders own 0.76% of the company's stock.

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of ROK. MV Capital Management Inc. bought a new position in shares of Rockwell Automation during the fourth quarter valued at $28,000. Manchester Capital Management LLC increased its holdings in Rockwell Automation by 97.5% in the 4th quarter. Manchester Capital Management LLC now owns 79 shares of the industrial products company's stock worth $31,000 after buying an additional 39 shares in the last quarter. First Horizon Corp purchased a new position in Rockwell Automation in the 4th quarter worth about $32,000. BOK Financial Private Wealth Inc. bought a new position in Rockwell Automation during the 4th quarter valued at about $33,000. Finally, TD Capital Management LLC bought a new position in Rockwell Automation during the 4th quarter valued at about $33,000. Hedge funds and other institutional investors own 75.75% of the company's stock.

Key Rockwell Automation News

Here are the key news stories impacting Rockwell Automation this week:

• Positive Sentiment: Q2 beats and raised guidance — Rockwell reported $3.30 EPS vs. estimates and $2.24B revenue, and raised FY‑2026 EPS guidance to $12.50–13.10 (above consensus) and revenue guidance to $9.3–9.7B, supporting the rally. ROK Beats Q2 Earnings Estimates on Higher Volume, Hikes FY26 View
• Positive Sentiment: Management cites broadening demand — Management pointed to stronger AI-related factory automation and general industrial demand when boosting the outlook, a demand tailwind investors framed as sustainable revenue growth. Automation play breaks out on Q2 earnings; hikes outlook on improved AI, factory demand
• Positive Sentiment: Market reaction & record highs — Coverage and headlines (Dow & market context) emphasized the beat + guide lift, with shares jumping into record territory as investors re‑rate growth and margin outlook. Rockwell Automation (ROK) Soars to Record Peak Following Strong Q2 Results
• Neutral Sentiment: Primary disclosures & materials available — Company press release, slide deck and full earnings call/transcript give details behind the beat; useful for modeling upcoming quarters but not new catalytic information. Press Release / Slide Deck
• Negative Sentiment: New cyber & third‑party data privacy risk disclosure — Rockwell flagged increased cyber and third‑party data privacy risks tied to its global IT and cloud reliance; this raises operational/insurance and remediation cost risks that investors should monitor. Rockwell Automation Faces Heightened Cyber and Third-Party Data Privacy Risks from Global IT and Cloud Reliance

Rockwell Automation Company Profile

Rockwell Automation is a global industrial automation and digital transformation company headquartered in Milwaukee, Wisconsin. The firm designs, manufactures and supports control systems, industrial control hardware and software, and related services that help manufacturers and industrial operators automate processes, improve productivity and enable data-driven decision making. Rockwell traces its heritage to the Allen-Bradley and Rockwell automation businesses and positions itself as a provider of integrated automation solutions across discrete and process industries.

The company's product portfolio includes programmable logic controllers (PLCs), human-machine interfaces (HMIs), variable frequency drives, sensors, safety components and other industrial control hardware, often marketed under the Allen-Bradley brand.

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