Oppenheimer maintains Rockwell Automation stock at Outperform

Published 10/02/2025, 14:42
Oppenheimer maintains Rockwell Automation stock at Outperform

On Monday, Oppenheimer reaffirmed its Outperform rating on Rockwell Automation (NYSE:ROK) with a steady price target of $300.00, positioning it within a range of analyst targets spanning from $215 to $355. The firm’s analysts highlighted that Rockwell Automation surpassed Wall Street’s adjusted earnings per share (EPS) expectations for the first fiscal quarter, aligning with sales forecasts. According to InvestingPro data, the stock currently trades at a P/E ratio of 32.1, suggesting a premium valuation. The company also confirmed its fiscal year 2025 organic growth and adjusted EPS guidance, although it adjusted its foreign exchange (FX) projections slightly.

Rockwell Automation reported a 10% year-over-year increase in orders and a mid-single-digit sequential rise, outperforming management’s previous forecasts. Growth was seen across all regions, with the Hybrid/Process sector experiencing a high-single-digit year-over-year organic sales drop. In contrast, e-Commerce surged by 30% year-over-year, mitigating the more moderate decline in the Discrete sector. Despite softer performances in the EMEA and APAC regions, the company’s productivity initiatives limited decremental margins to 20%. InvestingPro analysis reveals the company maintains a solid gross profit margin of 39% and has consistently raised dividends for 15 consecutive years, demonstrating financial stability.

The company saw a slight improvement in the Systems & Solutions (S&C) margins, up by 10 basis points year-over-year, despite a 12% decline in organic sales. The Lifecycle Services (LCS) margins significantly increased by 190 basis points year-over-year following a 5% rise in organic sales. Management reiterated its previous forecast, which anticipates $250 million in productivity savings by fiscal year 2025.

Looking ahead, management’s indication of order leadership in the Americas has prompted interest in further details regarding order trends by channel and mix, the impact of tariffs and planning, and the progression of margins. These topics are expected to be addressed during the company’s earnings call scheduled for 8:30 a.m. ET. For investors seeking deeper insights, InvestingPro offers comprehensive analysis including 12 additional ProTips and detailed financial metrics in its Pro Research Report, helping investors make more informed decisions about Rockwell Automation’s market position and growth potential.

In other recent news, Rockwell Automation saw several key decisions made during its annual shareholder meeting, including the election of four directors and the approval of executive compensation. The company also ratified Deloitte & Touche LLP as its independent registered public accounting firm for the fiscal year 2025. In another development, Rockwell Automation’s shares were highlighted by Oppenheimer as poised for outperformance in 2025, citing the company’s commitment to self-improvement and technology investment.

Furthermore, Rockwell Automation appointed Paolo Butti as its new regional president for Global Industries, a role in which he will oversee global account sales teams and provide strategic sales leadership. In addition, Jefferies upgraded Rockwell Automation’s shares from a Hold to a Buy rating, based on a projected upswing in demand and the company’s strategic focus on productivity.

In contrast, Jefferies downgraded Middleby Corp from Buy to Hold, adjusting the price target to $160 from $170 due to lower growth and a change in market sentiment. These are the recent developments for both Rockwell Automation and Middleby Corp.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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