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How Investors Are Reacting To Rockwell Automation (ROK) Elevating AI And Cybersecurity In Smart Manufacturing
Simply Wall St.86d agoneutral
How Investors Are Reacting To Rockwell Automation (ROK) Elevating AI And Cybersecurity In Smart Manufacturing

In early May 2026, Rockwell Automation released new global and UK findings from its 11th annual State of Smart Manufacturing report, showing manufacturers are moving from pilots to active deployment of smart technologies, with AI and cybersecurity now central to digital transformation efforts. The report reinforces Rockwell Automation’s role as a key enabler of smart manufacturing, highlighting how rising AI-supported operations and real-time data adoption are reshaping industrial execution,...

Forget Vistra. One Quarter of Orders at GE Vernova Exceeded All of Last Year. That Is the AI Power Trade Worth Owning
24/7 Wall St.88d agoneutral
Forget Vistra. One Quarter of Orders at GE Vernova Exceeded All of Last Year. That Is the AI Power Trade Worth Owning

Everyone’s talking about Vistra (NYSE:VST) right now because retail investors have decided the merchant power producer is the cleanest way to bet on AI data center electricity demand. But here’s what you should actually be watching. Vistra is a single-commodity bet. Its earnings power tracks wholesale power prices, and the bull case leans heavily on ... Forget Vistra. One Quarter of Orders at GE Vernova Exceeded All of Last Year. That Is the AI Power Trade Worth Owning

5 Insightful Analyst Questions From Rockwell Automation’s Q1 Earnings Call
StockStory92d agoneutral
5 Insightful Analyst Questions From Rockwell Automation’s Q1 Earnings Call

Rockwell Automation delivered a first quarter marked by double-digit year-over-year growth across sales, orders, and non-GAAP earnings, which drove a significant positive market reaction. Management attributed this performance to strong demand in North America and momentum in discrete industries such as data centers, e-commerce, and semiconductors. CEO Blake Moret emphasized that Rockwell’s technology enabled key projects, including NASA’s Artemis II mission and new customer wins in automotive a

Jim Cramer Highlights the “Incredible Run in Rockwell Automation”
Insider Monkey99d agoneutral
Jim Cramer Highlights the “Incredible Run in Rockwell Automation”

Rockwell Automation, Inc. (NYSE:ROK) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer highlighted the company’s recent quarter and gains over the past year, as he said: Alright, how about this incredible run in Rockwell Automation, a company that dominates the U.S. market for what […]

Morgan Stanley revamps Rockwell Automation stock price target
TheStreet99d agoneutral
Morgan Stanley revamps Rockwell Automation stock price target

For 25 years, American manufacturing quietly hollowed out. Factory jobs moved overseas. And industrial machinery orders fell nearly 50% in real terms after China joined the World Trade Organization. The logic behind it? Go where labor is cheapest. That logic is now running in reverse. The bank's ...

Why Rockwell Automation (ROK) Is Up 8.6% After Raising 2026 Guidance On Strong Q2 Results
Simply Wall St.101d agoneutral
Why Rockwell Automation (ROK) Is Up 8.6% After Raising 2026 Guidance On Strong Q2 Results

In its fiscal second quarter ended March 31, 2026, Rockwell Automation reported sales of US$2,239 million and net income of US$350 million, both higher than a year earlier, and raised its full-year revenue and earnings guidance after beating analyst expectations. The quarter also featured double-digit growth in orders and strong performance from intelligent devices and software, reinforcing management’s focus on higher-margin automation and digital solutions across sectors such as data...

Rockwell (ROK) Q2 2026 Earnings Call Transcript
Motley Fool102d agoneutral
Rockwell (ROK) Q2 2026 Earnings Call Transcript

Rockwell delivered especially strong operating performance this quarter with sales, margins and EPS all coming in above our expectations. Double-digit year-over-year growth in orders, sales and earnings reflects our strong market position led by North America and the team's continued focus and execution in a dynamic global environment. Last month, Rockwell supported NASA's Artemis II mission, enabling ground control systems for the first crude mission to the moon in more than 5 decades.

Tech Stock Strength Lifts the Nasdaq 100 to a Record High
Barchart102d agobullish
Tech Stock Strength Lifts the Nasdaq 100 to a Record High

The S&P 500 Index ($SPX ) (SPY ) today is up +0.74%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.57%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.20%. June E-mini S&P futures (ESM26 ) are up +0.70%, and June E-mini Nasdaq futures...

Stocks Climb as Middle East Ceasefire Holds
Barchart102d agoneutral
Stocks Climb as Middle East Ceasefire Holds

The S&P 500 Index ($SPX ) (SPY ) today is up +0.64%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.08%. June E-mini S&P futures (ESM26 ) are up +0.62%, and June E-mini Nasdaq futures...

Rockwell Automation (NYSE:ROK) Delivers Impressive Q1 CY2026, Stock Soars
StockStory102d agobullish
Rockwell Automation (NYSE:ROK) Delivers Impressive Q1 CY2026, Stock Soars

Industrials automation company Rockwell (NYSE:ROK) reported Q1 CY2026 results topping the market’s revenue expectations, with sales up 11.9% year on year to $2.24 billion. The company expects the full year’s revenue to be around $8.9 billion, close to analysts’ estimates. Its non-GAAP profit of $3.30 per share was 14.5% above analysts’ consensus estimates.