An $85 million accrual for customer tariff refunds cut about four points from quarterly sales growth, so the revenue shortfall is an accounting artifact. Fiscal 2027 guidance calls for 6% to 9% organic growth and adjusted EPS of $14.50 to $15.50, built on semiconductor and data center demand.
Latest Activity
Lifecycle Services is the recurring-revenue engine inside Rockwell's $50.2 billion automation franchise, and it now has a new executive signing Form 4s. Every future sale or grant from this seat becomes a readable signal on how the services push is tracking.
ROK Coverage
Rockwell’s CEO Is Buying the 14% Crash, and His Last Dip Buy Is Up 37%
Rockwell's stock cratered after a revenue miss, yet the quarter's real culprit was a one-time refund the company chose to pay. Now a CEO who mostly sells shares is writing a check,…
Emerson Just Raised Its Dividend 7%. Is This Dividend King a Buy?
Emerson has lifted its payout for 71 straight years, yet a 30% run in the stock has squeezed the yield to a sliver. Retirees now face a tougher question about what they…
The Robot ETF Actually Exists Now: Tesla, Hyundai, and the Companies Building the Joints
Two robot ETFs now compete for the same investor thesis, but their portfolios tell completely different stories about where humanoid money actually flows when production lines start moving.
American CEOs Were Terrified Of China’s Dark Factories. Now The Race Is On To Build One In The U.S.
Ford's CEO called it the most humbling thing he had ever seen, and what rattled him and other Western executives is now forcing a desperate scramble to catch up before a window…
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 | VST Price Prediction) right now because retail investors have decided the merchant power producer is the cleanest way to bet on AI data center electricity demand.…
Rockwell Automation Downgraded by Jefferies, Key Price Target Drops to $380
Jefferies cut its rating on Rockwell Automation (NYSE:ROK | ROK Price Prediction) from Buy to Hold on Tuesday, slashing its price target to $380 from $490. The firm’s core concern: investor anxiety…
Here Are Tuesday’s Top Wall Street Analyst Research Calls: Arista Networks, Block, Colgate-Palmolive, Digital Realty, Emerson Electric, MiniMed, Shake Shack, and More
Pre-Market Stock Futures: Futures are trading higher this morning after reports are circulating that President Trump wants to end the war soon. This comes after Monday’s session, which saw three of the…
One Agriculture Equipment Giant Dominated Last Month Despite Sector Challenges
The U.S. economy added just 50,000 jobs in December, marking the slowest labor market expansion in years and pushing unemployment to 4.4%. This cooling signals potential Federal Reserve flexibility on rates, creating…
Here Are Tuesday’s Top Wall Street Analyst Research Calls: Allstate, Chubb Ltd., Eli Lilly, KLA Corp., Lockheed Martin, MongoDB, Roku, and More
Pre-Market Stock Futures: The futures are trading lower after what started as a bounce-back Monday turned into a reversal Monday, as the AI/Datacenter rotation trade continues to gather steam during the last…
Thursday’s Top Analyst Upgrades and Downgrades: Best Buy, Carnival, Caterpillar, Foot Locker, Peloton, Texas Instruments and More
Thursday's top analyst upgrades and downgrades included Best Buy, Carnival, Caterpillar, Centene, ChargePoint, Foot Locker, Hewlett Packard Enterprise, Palo Alto Networks, PDD, Peloton Interactive, Realty Income, Sunrun, Texas Instruments and UDR.
Wednesday’s Top Wall Street Analyst Upgrades and Downgrades: AT&T, Best Buy, Dollar General, Microsoft, Oracle, Salesforce, Verizon, Wendy’s and More
Wednesday's top analyst upgrades and downgrades included AT&T, Best Buy, Dollar General, Microsoft, Navitas Semiconductor, Oracle, Plug Power, Salesforce, Verizon Communications and Wendy's.
Wednesday’s Top Analyst Upgrades and Downgrades: Alibaba, Alphabet, Antero Resources, Coterra Energy, GE HealthCare, Kellogg, SL Green Realty, Unity Software and More
Wednesday's top analyst upgrades and downgrades included Alibaba, Alphabet, Antero Resources, Ballard Power Systems, Coterra Energy, Frontier Communications Parent, GE HealthCare Technologies, Host Hotels & Resorts, Kellogg, SL Green Realty, Sunstone Hotel…
Tuesday’s Top Analyst Upgrades and Downgrades: Bill, Carnival, Oracle, Palantir, Petrobras, Valvoline, Walmart and More
Tuesday's top analyst upgrades and downgrades included Bill, Carnival, CenterPoint Energy, Editas Medicine, International Paper, Oracle, Palantir Technologies, Petrobras, SentinelOne, Trade Desk, Valvoline and Walmart.
Monday’s Top Analyst Upgrades and Downgrades: Alibaba Group, Coinbase Global, General Motors, HP, Kohl’s, and More
The futures are trading lower as we start the Thanksgiving holiday-shortened trading week. The stock market is closed on the big turkey day, and will also shutter early at 1 pm EST…
Friday’s Top Analyst Upgrades and Downgrades: Block, Cisco, Hertz, Nvidia, Phillips 66, Splunk, Target, Walmart and More
Friday's top analyst upgrades and downgrades included Analog Devices, Block, BorgWarner, Cisco Systems, Diamondback Energy, FIGS, Hertz Global, International Exchange, Nvidia, Plains All-American Pipeline, Phillips 66, Splunk, Target, TJX Companies, Unity Software,…