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Investing.com - Goldman Sachs raised its price target on Rockwell Automation (NYSE:ROK) to $329.00 from $302.00 on Monday, while maintaining a Sell rating on the industrial automation company. According to InvestingPro data, the stock currently trades at a P/E ratio of 40.36x, with analysts’ targets ranging from $229 to $410.
The price target adjustment follows Rockwell’s fiscal third-quarter 2025 results, which showed a 4% segment EBIT beat versus consensus estimates, driven by stronger performance in the Software & Control division that was partially offset by weaker Lifecycle Services results.
Rockwell reported a book-to-bill ratio of approximately 1.0x, implying $2.1 billion in orders with mid-single-digit growth quarter-over-quarter. The company also updated its fiscal year organic sales expectations to a range of -2% to +1%, a 50 basis point improvement at the midpoint, driven by tariff-based pricing.
The company narrowed its fiscal year 2025 EPS guidance toward the high end of its previous $9.80-$10.20 range and announced it had achieved its fiscal year 2025 productivity target of $250 million this quarter. Management noted that productivity improvements will be embedded as part of core operating actions going forward.
Goldman Sachs raised its EPS estimates for fiscal years 2025, 2026, and 2027 to $10.15, $11.50, and $12.75 respectively, while noting that Rockwell management expects a 2-3 percentage point increase in the effective tax rate for fiscal year 2026. InvestingPro analysis suggests the stock is currently overvalued, with 14 analysts recently revising their earnings estimates upward. Get access to over 10 additional exclusive ProTips and comprehensive valuation metrics with InvestingPro.
In other recent news, Rockwell Automation reported its third-quarter earnings for 2025, surpassing analyst expectations with an adjusted earnings per share (EPS) of $2.82, compared to the forecasted $2.67. The company also reported revenues of $2.14 billion, exceeding the anticipated $2.07 billion. Despite these positive results, Wells Fargo downgraded Rockwell Automation’s stock rating to Equal Weight from Overweight, citing valuation concerns. Wells Fargo also adjusted its price target for the company to $345 from $365, anticipating fiscal 2026 adjusted earnings per share guidance to be slightly below consensus estimates.
In contrast, KeyBanc raised its price target for Rockwell Automation to $380 from $370, maintaining an Overweight rating. This decision was influenced by the company’s stronger pricing and operational excellence initiatives, as well as achieving its $250 million year-over-year savings target a quarter early. Similarly, Morgan Stanley increased its price target to $385 from $350, also maintaining an Overweight rating. This adjustment followed Rockwell’s fiscal third-quarter results, which exceeded expectations despite concerns about customer pre-buying and fiscal 2026 headwinds. These developments reflect a mixed outlook among analysts regarding Rockwell Automation’s future performance.
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