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ROK

Rockwell Automation Inc

NYSE: ROK · INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY

$400.20
-0.27% today

Updated 2026-04-29

Market cap
$45.00B
P/E ratio
45.68
P/S ratio
5.25x
EPS (TTM)
$8.76
Dividend yield
1.32%
52W range
$247 – $437
Volume
0.9M
OverviewPrice TargetsFinancialsValuationInsidersEarnings

Rockwell Automation Inc (ROK) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$400.20
Consensus
$406.00
+1.45%
2030 Target
$1,241.07
+210.11%
DCF
—
—
15 analysts:
5 Buy8 Hold1 Sell

Management guidance

Rockwell Automation targets $10 EPS midpoint for FY2025 with a $2B investment in plants, digital infrastructure, and talent. CEO guidance indicates confidence in acceleration trajectory with strong Q1 FY2026 results and lifted full-year guidance, signaling momentum into 2026-2027.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$2,044.11
$11.5B Rev × 20x P/S
Base case (2030)
$1,241.07
$11.5B Rev × 12x P/S
Bear case (2030)
$803.04
$11.5B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$9.1B$8.3B$8.3B$9.0B$9.5B$10.1B$10.8B$11.5B
Revenue growth—-8.8%1.0%7.4%6.0%6.5%6.5%6.5%
EPS$12.12$9.72$2.69$12.25$13.88$15.20$16.75$18.50
P/S ratio———12.0x12.0x12.0x12.0x12.0x
Implied price———$949.05$1,022.06$1,095.06$1,168.06$1,241.07

Catalysts & risks

Growth catalysts
+ AI-driven industrial automation adoption accelerating demand for control systems and software
+ $2B capital investment program expanding manufacturing capacity and digital infrastructure through 2027
+ Software & Control segment growth (highest margin) expanding faster than hardware, improving blended margins
+ International expansion (EMEA, Asia) with new customer experience centers driving geographic revenue diversification
+ Industrial autonomy transition from traditional automation (structural multi-year tailwind)
+ Rockwell Sensia JV dissolution allowing full ownership of Process Automation Business strengthens margins
Key risks
- AI disintermediation concerns — risk that advanced AI capabilities could bypass traditional control systems (Jefferies downgrade catalyst)
- Valuation already reflects growth expectations at 41.7x P/E; limited re-rating potential if AI adoption slows
- Macro cyclicality: industrial capex sensitive to economic downturns; current analyst guidance already reflects cautious 2028-2030 outlook
- Currency headwinds in international markets impacting reported growth
- Recent insider selling (SVP sold $107K in stock) suggests some management uncertainty at current levels
- Tariff/supply chain pressures on industrial automation sector

Methodology

Rockwell Automation Inc's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 15 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.