EMR Emerson Electric Loading... : Bullish and Bearish Analyst Opinions
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22:02
Aug 04
Aug 04
EMR beats, raises FY26 outlook on AI read-through
EMR beat on revenue and EPS, raised FY26 EPS/FCF outlook; Test & Measurement +23% cited as AI-infrastructure read-through, no directional view from speaker.
LOW
20:30
Aug 04
Aug 04
Management raised full-year guidance for sales, EPS, and free cash flow, citing strong growth in US, power, and semiconductor markets, despite ongoing Middle East conflict headwinds.
HIGH
20:16
Aug 04
Aug 04
Emerson Electric raises its full-year adjusted EPS guidance to the top end of its prior range.
Emerson Electric raises its full-year adjusted EPS guidance to the top end of its prior range while reaffirming sales growth expectations.
20:16
Aug 04
Aug 04
Emerson Electric beats quarterly estimates with net sales above expectations and adjusted EPS.
Emerson Electric beats quarterly estimates with net sales above expectations and adjusted EPS surpassing consensus forecasts.
20:14
Aug 04
Aug 04
Emerson Electric beats third quarter estimates on sales and adjusted EPS while raising its full.
Emerson Electric beats third quarter estimates on sales and adjusted EPS while raising its full year adjusted EPS guidance to 6.55 dollars.
07:41
Jul 23
Jul 23
Watch industrial automation and test-and-measurement names as TI's broad analog demand signals.
Watch industrial automation and test-and-measurement names as TI's broad analog demand signals a positive cycle for these beneficiaries.
MED
00:55
Jun 13
Jun 13
Leading actuator supplier for robotics.
Emerson Electric is a leading manufacturer of distributive actuators in America, a critical component in robotics. He likes the company a lot as part of the robotics theme.
LOW
22:38
Jun 12
Jun 12
Actuator leader for robotics bottleneck play.
Emerson Electric is the largest distributor of actuators in America, a key hardware component for the robotics supply chain. He likes it a lot as a play on the robotics bottleneck theme.
LOW
00:23
Jun 10
Jun 10
Robotics bottlenecks are investable US proxies
As robotics scales, precision motion control, servo motors, drives, and actuators become critical bottlenecks. Emerson Electric, Regal Rexnord, Parker Hannifin, and Moog are underappreciated US public proxies with strong charts and are positioned to benefit from the robotics megatrend. The speaker finds the sector compelling and is researching entries.
MED
21:45
May 21
May 21
Avoid EMR due to negative read-through from Keysight's dominance in test.
Avoid EMR due to negative read-through from Keysight's dominance in test, with low magnitude reflecting limited exposure.
HIGH
20:30
May 05
May 05
Despite the Middle East conflict and China weakness, management raised the bottom and midpoint of EPS guidance, backed by strong orders, growth vertical momentum, and visible backlog; this is a subtly long signal.
HIGH
17:00
May 05
May 05
Long industrial automation and controls suppliers as power infrastructure becomes more.
Long industrial automation and controls suppliers as power infrastructure becomes more software- and service-intensive, driving demand for automation, monitoring, and lifecycle services.
HIGH
12:00
Mar 31
Mar 31
Partnered with CEG and NVIDIA on the technology to shift data center workloads, positioning them within the energy-tech ecosystem for demand flexibility.
HIGH
11:45
Feb 24
Feb 24
Watch EMR for automated test platform exposure.
Watch EMR as a major automated test and measurement platform used for validation in digital systems.
MED
13:00
Feb 13
Feb 13
China finished the year with a third consecutive quarter of positive organic order growth, while the rest of Asia was up mid-20s in Q4. — The persistent recovery in China and the rest of Asia, even without overall market growth, signals a competitive share shift and an improving demand environment for industrial equipment in the region.
MED
14:00
Feb 05
Feb 05
Linde's US packaged gas business shows investment in automation (hard goods) picking up, but consumption of consumables and gas is flat, indicating customers are preparing for a recovery but haven't seen demand materialize yet. — The divergence between 'automation equipment sales' (up) and 'consumable sales' (flat) is a classic leading indicator. It suggests US manufacturing is bottoming, but a pickup in actual industrial activity is still several months out. If this leads to a broader recovery, Linde's high operating leverage will drive outsized EPS growth.
MED
21:30
Feb 03
Feb 03
Management's tone is confident and bullish, reiterating top-line targets and raising EPS guidance after a strong Q1 with robust order growth (9%) driven by power and data center demand, despite ongoing weakness in Europe and China.
HIGH
08:30
Sep 25
Sep 25
Jabil's internal automation deployment is massive: 25,000 robots in production and 2,000 automation engineers, and it has developed a proprietary modular automation platform for mid-volume production. — Jabil's factory automation scale gives it a structural cost advantage in repatriating manufacturing to higher-cost regions, pressuring competitors who lack similar capex and engineering depth.
MED
About EMR Analyst Coverage
Buzzberg tracks EMR (Emerson Electric) across 6 sources. 2 bullish vs 0 bearish calls from 12 analysts. Sentiment: predominantly bullish (11%). 18 total trade ideas tracked. Latest voices: jasonschips, Mike Baughman, FirstSquawk.