Professional
Added to YB: 2026-05-22
Pitch date: 2026-04-10
ROK [neutral]
Rockwell Automation, Inc.
+11.01%
current return
Author Info
No bio for this author
Company Info
Rockwell Automation, Inc., together with its subsidiaries, provides industrial automation and digital transformation solutions in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.
Market Cap
$48.5B
Pitch Price
$396.60
Price Target
N/A
Dividend
1.27%
EV/EBITDA
24.78
P/E
45.30
EV/Sales
5.93
Sector
Electrical Equipment
Category
growth
Alpha Wealth Funds Portfolio Holding: Rockwell Automation, Inc.
ROK (holding update): Q1 2026 EPS $2.75 (+49% YoY) beat est; stock dipped 5% on profit-taking. AI infra boom driving growth via industrial controls for gas-powered microgrids serving data centers. Logix controllers +25%. NVIDIA Nemotron Nano integration into FactoryTalk advances automation. Moat: sticky mission-critical software/hardware. Secular tailwinds: reshoring, labor shortages, electrification. Recurring rev, pricing power, capital-light margins = high-quality compounder.
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